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Provided by: Fintuition Prime BrokerageAccounting and Finance |
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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 requirements of a successful prime brokerage business are laid out, followed by a look at the risks generated by the business and the systems environment required. The investor's relationship to a hedge funds prime broker is also covered. Day 2 provides an in-depth explanation of the key tax and legal issues raised by each of the main legal models, focussing in turn on the long and short sides of the trading book.
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 requirements of a successful prime brokerage business are laid out, followed by a look at the risks generated by the business and the systems environment required. The investor's relationship to a hedge funds prime broker is also covered. Day 2 provides an in-depth explanation of the key tax and legal issues raised by each of the main legal models, focussing in turn on the long and short sides of the trading book.
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Training
Provided by Fintuition
- A asked: HI Can you pass me any selflearning tutorial for Prime Brokerage or OTC fx Products
- A asked: Hello, I am interested in the course but I am located in Miami, Florida, USA. Is this course offered in-person only? Is there some sort of reading material I could get a hold of rather then attending the live course? Thank you,
- D asked: Please send me details on London based training for the following subjects: . Prime Brokerage . Hedge Funds . Securities Lending Thanks.
Prime Brokerage
Hedge Funds and the Development of Prime Brokerage
Convertible Arbitrage
Prime Brokerage
Why is Prime Brokerage important to Hedge Funds?
Investor's Perspective
Risk Management
The risks in prime brokerage and how to control them. How Investment Banks look at risk: Corporate credit, Prime Broker risk management. Value at risk explained. Where do a Prime Broker's margin terms come from? Risk theory underlying Prime Brokerage. Prime Brokerage as a dynamic form of securitised credit. The nexus between Risk Management, Legal and Operational Risks. Recent developments. A recent case study of what happens when things go wrong: new, and previously hidden, risks.
Prime Brokerage: Legal and Tax
A: Prime Brokerage, legal relationships and documentation; legal terminology; beneficial ownership
B: Basic building blocks for tax.
Legal Documentation - The Principal Terms
Prime Brokerage: The Main Tax Issues
Principal vs Agency Long and Short Side Structures
Conclusion
Long side; short side; operational versus legal versus tax.
Convertible Arbitrage
Prime Brokerage
Why is Prime Brokerage important to Hedge Funds?
Investor's Perspective
Risk Management
The risks in prime brokerage and how to control them. How Investment Banks look at risk: Corporate credit, Prime Broker risk management. Value at risk explained. Where do a Prime Broker's margin terms come from? Risk theory underlying Prime Brokerage. Prime Brokerage as a dynamic form of securitised credit. The nexus between Risk Management, Legal and Operational Risks. Recent developments. A recent case study of what happens when things go wrong: new, and previously hidden, risks.
Prime Brokerage: Legal and Tax
A: Prime Brokerage, legal relationships and documentation; legal terminology; beneficial ownership
B: Basic building blocks for tax.
Legal Documentation - The Principal Terms
Prime Brokerage: The Main Tax Issues
Principal vs Agency Long and Short Side Structures
Conclusion
Long side; short side; operational versus legal versus tax.
About The Training Provider: Fintuition
Fintuition - FinTuition is an international training company based in London specialising in the securities finance business: securities lending, equity finance, hedge funds, prime brokerage, repo and collateral management.
We offer a regular schedule of open-enrolment courses from introductory to advanced levels as well as on-site training.
FinTuition training relies heavily on exercises, role plays...
