Capital Markets & Trading Essentials

Course:Capital Markets & Trading Essentials
Program:6 hours in total. 1-2 weekends.
Cost:Regular: US$475
Promotional: US$425 (Advance payments required!)
Location: Global via WebEx Online Interactive Platform – We bring effective learning to every corner of the world! Microphone or Headset Required. Recordings included.
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This course will start by providing an overview of capital markets and various financing alternatives. The spectrum covers commercial paper, syndicated bank loans, leasing, investment grade and high yield bonds, asset backed securities, mezzanine financing, convertibles and various types of equity instruments, such as preferred stock, common equity and venture investments.

The topics will then focus on major concepts and features of fixed income instruments, such as yield, duration and convexity. Options and derivatives will be elaborated on as well. The course will then go a step further to cover main trading strategies along with detailed intricacies, both from the sell-side and the buy-side perspectives. Aspects of risk management will also be discussed. 

Instructors will also cover advanced math topics relevant to various trading activities, along with modeling techniques. Macro-economy and international markets will be integral components of the class discussions.

Topics Covered 

1. Overview of international capital markets and various financing alternatives

What is capital market? How does money flow? Different roles of individuals and institutions? Efficient Market Theory
History and timeline of US and international markets
Regulatory Environment
Overview of credit rating systems

2. Detailed coverage on 

Commercial Paper, Syndicated Bank Loans, Leasing
Investment Grade and High Yield Bonds, Asset Backed Securities,
Mezzanine Financing, Convertibles
Various Types of Equity Instruments, such as Preferred Stock, Common equity and Venture Investments
Foreign Exchanges

3. Major concepts and features of fixed income instruments 

Yield
Duration
Convexity
Conventions
Pricing

4. Dedicated discussions on 

Options
Other Derivatives (Futures & Forwards)

5. Main Trading Strategies with detailed intricacies 

Sell-side
Buy-side

6. Risk Management

For more course options please look at our complete Career Training Course List.

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Testimonial
The instructor is patient in his explanation, and he knows the topics really well.
-Chew Ling (This student took our Columbia Business School Communication and Culture boot camp.)
Manhattan Review Blog


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