Instructor Led Securities Finance Training

Global 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. This course explains the mechanics of securities lending as well as the motivations of the various market players. It focuses on how the economic benefits of  more...

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

ISLA Introduction to Securities Lending Securities lending has been acknowledged by regulators around the world as an important part of the capital markets. Over the past two years investors, regulators and the media have dug deeper into this critical component of the securities trading universe.. FinTuition will inform delegates on the processes and practices of this low-risk business that spans the globe, generating substantial  more...

Short Selling course hort-sellers are often regarded as sophisticated market participants, but they are also vulnerable to a series of unusual risks. In this course, we will explore how short-sellers behave in practice, how they manage the risks they face and how they gain valuable new ideas and warning signs from stock lending data. What You Will Learn We will examine the evidence behind a variety of  more...

Due Diligence on Hedge Funds Due to the recent cases of fraud (Madoff scam et al) and other operational driven issues the hedge fund industry will look very different in 2010. Investors, service providers and other market participants interested in hedge funds will have to ask questions as to the stability of hedge funds. The trainer, Jacob H Schmidt, will cover all aspects of proper due diligence in this course.  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. In 2010 the hedge fund industry is already looking very different. Due to the rapid changes in the industry, all investors, service providers and other 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 for all.  more...

Bond Financing (Repo) This introductory/ intermediate course provides a comprehensive overview of the fixed income repo product. You will be introduced to the economic motivations of market players and learn the main trading structures, delivery methods, risk elements and documentation. As part of a small group, you will employ alternative trading structures in an extensive case study using SunGard's Personal Apex  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. This course explains the rationale and current best-practice functioning of collateral management programmes for financial institutions. It is designed to build  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. This course covers the development of prime brokerage into the sophisticated package of services it is today. Day 1 examines the nature and key trading strategies of hedge funds and the allocation of margin. The  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...

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...