Instructor Led Funds Training - Training Resources

How to Anticipate changes in the Investment Environment Web-Workshops are live, flexibly structured, and dependent upon your participation. The more questions, the more everyone will learn. Two or three professional investors (and/ or mentoring students) will participate in all workshops. Classes vary from one to twelve students, and usually run about one hour and fifteen minutes. Headsets are highly recommended. a) Learning how to recognize and  more...

How to Minimize Investment Risk Web-Workshops are live, flexibly structured, and dependent upon your participation. The more questions, the more everyone will learn. Two or three professional investors (and/ or mentoring students) will participate in all workshops. Classes vary from one to twelve students, and usually run about one hour and fifteen minutes. Headsets are highly recommended. a) Understanding the purpose/  more...

How to Develop an Investment Plan Web-Workshops are live, flexibly structured, and dependent upon your participation. The more questions, the more everyone will learn. Two or three professional investors (and/ or mentoring students) will participate in all workshops. Classes vary from one to twelve students, and usually run about one hour and fifteen minutes. Headsets are highly recommended. Here's the meeting outline.  more...

Volatility Trading and Managing Risk Course Outline The course starts by providing an understanding of how to estimate volatility and the consequences of the various ways of describing volatile asset prices. This leads into sessions on the application of a range of standard volatility derivatives such as VIX futures and options and volatility swaps. The final part of the programme covers the treatment of volatility in the more  more...

Convertible Bonds and Securities Course Outline This course explains in detail the broad range of convertible securities and associated applications and trading strategies. Participants will undertake a series of workshops to explain the key ideas including pricing convertible bonds, the incorporation of credit risk, calculating Greeks and simulating trading strategies. Exercises and pricing models are implemented using Excel  more...

Project Finance Modelling A ... * Dynamic funding mechanisms * Sources and uses of funds * Fixed and variable opex * Revenue * Interest Calculations Debt repayment calculations * Refinancing of construction facility * Debt mechanics for annuity repayment (constant P+I) * Debt repayment calculations from first principles * Incorporating and testing flexible debt term and interest-  more...

SAP FICO training ...chniques 9. Overview of Consolidation, Bank Accounting, Funds Management and Contract Accounting SAP 6. 0 ECC focuses on system configuration, integration with financial accounting subsidiary ledgers and with controlling, periodic processing, reporting financial statements, valuating foreign currency to name a few. c) CO Module a 1. Cost Center Accounting a Configuration and  more...

Fundraising for Non-profits ...offers alternatives to selling products in order to raise funds. Helpful strategies as well as specific events and other vehicles for fundraising will be shared with the participants. Join Dr. Charles Alberti present some unique fundraising ideas for implementation. Dr. Alberti was president of the Kansas chapter for the National Society of Fundraising Executives where he became certified with  more...

How To Build a Company Training Course Audience This course is designed for anyone interested in building their own company. Course Objectives Explain issues a new entrepreneur can face during starting a new business Show compare different ways of raising funds Preventing from common errors Estimating business profitability When and how to employ people How to use technology  more...

PROJECT FINANCE MODELLING MASTERCLASS FOUR DAYS ... structure: overview a Building up sources and uses of funds a The impact of fees: upfront and spread a Leverage, risk and the debt: equity equation a The cost of capital o Determining the cost of different types of debt capital (redeemable, irredeemable etc) o Calculating the cost of equity capital o Discount factors and tables; continuous compounding a Risk adjusted  more...

FINANCNIAL MODELLING TRAINING - FORECASTING FINANCIALS IN AN EXCEL MODEL - THREE DAYS ...on 9 a developing deal structure a sources & uses of funds a Introduction to the fundamental principles of deal structuring a Exploring a sources & usesa - a key learning concept for the course a Concentrating on the key levers without getting bogged down in complex models Case study: delegates develop their own deal structure for a transaction conducted by the case business  more...

Hedge Funds A Credit Perspective A two-day intensive workshop offering an in depth structured approach to the analysis of hedge funds and alternative investment strategies. The workshop takes a credit focus for bankers and analysts but is also appropriate for a wider audience who need to understand the key risk issues of the hedge fund industry.  more...

Non-Bank Financial Institutions A three-day intensive, case study based, workshop offering an in depth view of the main non-bank financial institutions: finance and leasing companies, securities companies and regulated funds and fund managers.  more...

Counterparty Credit Risk in Derivatives A three-day workshop for credit risk, derivative and finance professionals to assess counterparty risk in derivative transactions and repos. The workshop imparts the analytic skills needed to assess the types and amounts of credit exposure across the major derivative products and applies lessons learned from the current crisis to mitigate risk.  more...

Derivatives By the end of the program, the participants shall be equipped with understanding pay-offs with various derivative positions in the market. Interpret derivative data to make some analogy of general investor perception. Relate derivatives to funds environment and understand some complex derivative products.  more...

AMFI Advisors Module To prepare participants for AMFI Mutual Funds (Advisors) Module Certification to sell Mutual Funds  more...

The FailSafe Workplace Sustainability System Seminar The FailSafe Workplace Sustainability System, based on the principles and practices of Human Performance Technology (HPT),is a high impact/ low cost management strategy that easily integrates with any compliance, beyond compliance, or VPP initiative. This three day course will equip participants with 30 tools that can be used to target and mitigate "acceptable" risks that thwart program  more...

Prime Brokerage Intermediate-level course examining the requirements of a successful prime brokerage business and the key tax and legal issues in both principal ownership and agency ownership structures.  more...

Global Collateral Management Intermediate-level course covering business drivers, risk, regulatory capital, legal framework, margining strategies, and optimisation of collateral against securities loans and repos as well as both OTC and exchange-traded derivatives.  more...

Bond Financing (Repo) Introductory but challenging course providing a comprehensive overview of the bond lending and financing markets, with focus on the repo trader's perspective. Uses Personal Martini software for interactive trading exercise.  more...

International Securities Lending A two-day Introductory overview of the business covering the motivations and roles of market players, the main demand drivers, risk and return, counterparty selection, alternative lending options, and the current state of the market.  more...

Credit Derivatives and Hedge Funds This course is aimed at prime brokerage staff, hedge funds and fund of funds, institutional investors and others wishing to gain a thorough understanding of credit derivatives as they are used by hedge funds. The course will test knowledge on a continuous basis by use of realistic scenarios.  more...

Managing Hedge Fund Risk This 2-day course addressing a topic that gains importance with every passing year: how to measure and manage hedge fund risk. The much-debated issue of transparency will be illuminated, with case studies and exercises reinforcing the delegates' understanding of the main risk factors.  more...

Performance Measurement of Hedge Funds A two-day hands-on course designed to teach basic and advanced concepts of hedge fund performance and risk calculation and analysis. The course consists of interactive lectures with case studies, calculations, exercises and simulations.  more...

Hedge Fund Strategies This course examines in detail the principal hedge fund and proprietary trading strategies that drive the need for securities financing, combining an academic approach with real life illustrations from hedge fund managers themselves.  more...

Equity Finance and Structured Products Intensive overview of the international equity finance business covering the motivations and roles of market players, securities lending and repo, risk, prime brokerage, structured products, trading strategies, and electronic exchanges.  more...

Securities Operations Clearing & Settlement This course provides securities operations managers and their staff with a comprehensive and thorough survey of the changes to securities operations both from a regulatory angle, particularly MiFID and Basel II, and also from a survey of the way that the clearing and settlement part of operations is under going changes. Explains key processes and the roles of the different players, highlighting  more...

Valuation Techniques for Hedge Funds This two-day course teaches the skills and tools required to value companies, including quantitative methods of investment analysis, sources of risk and return, specials situations and strategic analysis. Financial modelling techniques using Excel will be explained, with ample exercises and opportunities to apply these skills in practice.  more...

Understanding Hedge Funds Interactive, intermediate-level course providing a thorough overview of hedge funds and the trading strategies they employ.  more...

Hedge Funds Workshop This workshop is designed to provide a fast track understanding of the nature of hedge funds, the structure of the industry and common investment strategies. No prior knowledge is assumed and all terms will be fully explained. This seminar is designed to give all delegates the opportunity to discuss each area thoroughly. Case studies will be used to promote group discussion.  more...

Ucits & Sicavs ...and Europe. It explains the principles behind open-ended funds, regulations governing their marketing, investment powers, documentation, pricing, buying and selling and shareholder rights. The workshop will especially focus on the UCITS II (Management Company Directive) and UCITS III (Product Directive), looking at the changes they will introduce and the challenges faced by firms who will  more...