Instructor Led Prime Brokerage Training Classes

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...

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...

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