Introduction to Capital Markets
28 September 2010, London, The City
A Practical Guide to Financial Markets & Reading Financial Press
This one day introductory course focuses on practical understanding of the financial markets and in particular on how to read and extract essential information from the financial press.
Run by a trainer with many years of practical experience gained in the City who also writes as a freelancer about capital markets this course aims at anyone who wants to learn about the basic mechanisms of the market and gain sound understanding of the sector and its main players.
The course is suitable for graduates and anyone who wants to understand how the financial markets work and includes many recent case studies, exercises and a financial quiz which will help to consolidate the knowledge. Delegates will work with articles from Financial Times and Wall Street Journal.
Main topics covered include:
- Introduction to debt and equity capital markets
- Debt instruments: bond, loan
- The role of central and investment banks
- Main types of financial players
- What is an M&A and private equity
- How to raise capital through equity financing
- How to read the financial press
- Trends in investment banking
By the end of this course you will:
- Gain an understanding of capital market structure including debt and equity markets
- Be able to read financial press and understand it
- Explore the role and structure of the banking system
- Understand types of debt instruments and equity financing
- Learn about the trends in M&A and private equity
You may also be interested in our Introduction to Investment Banking 6-7 October in London.
Introduction to Capital Markets - 1 Day Course
A Practical Guide to Financial Markets & Understanding Financial News
Introduction to Debt Markets
- The debt markets today
- Central Banks and official interest rates
- The interest rate environment
- What are credit spreads?
- The debt markets in perspective
- Types of debt instrument
- Loans
- Bonds
- Leveraged Finance
- Where is the smart money going?
Case study: Interactions, quiz using the Financial Times or Wall Street Journal
Introduction to Equity Markets
- The equity markets today
- Equity capital raising and the IPO market
- M&A activity and the buyout funds
- What is private equity?
- The equity markets in perspective
- Sector analysis
Introduction to Investment Banks
- The role and structure of the banking system
- Structure and funding of a commercial bank and the importance of the money markets
- How an investment bank is structured and the role within the financial markets
- How commercial banks and investment banks make money
- Interaction within the financial markets
- Role of institutional investors
The Capital Markets Today
- Debt vs. equity financing alternatives
- Fundamentals of the capital structure
- Factors to consider when determining the financial structure
Case study: Current trends in investment banking
Mike Corless
The course director is a qualified chartered accountant, who began his career as an auditor. He moved to Ernst & Young as a senior manager in the corporate advisory team in 1986, working on major acquisitions, disposals, IPOs and insolvency/restructuring transactions.
In 1989 he joined Threadneedle Asset Management as an analyst. He was a member of the team that won the Sunday Times Unit Trust Group of the year award in 1992. In 1996 he joined Scottish Widows Investment Partnership as a director in the UK Equity team. On becoming head of UK Equities in 1998, he introduced a new investment process incorporating cash flow based corporate valuation techniques. In 2000 he was appointed head of UK Equities when Scottish Widows was acquired by Lloyds Bank and he led the integration of the UK Equity teams.
In 2001 he joined HSBC Asset Management as European Head of Equity Research, managing a team of analysts in Paris and London tasked with developing a new research team and research process.In 2004 he was appointed Global Head of Equity Research, responsible for 60 global equity research analysts and 40 global credit analysts. He developed a global valuation and research process, training local analysts in Europe, the US and Asia in its use.
In 2006 he joined BG Consulting Group, a professional training company, as the head of investment banking and investment management. He managed a team of 12 trainers and built a blue chip customer base. His experience at BG included managing major graduate programmes for investment banking and investment management clients, training graduate to managing director level participants and advising clients on their training requirements for accountancy, corporate finance and valuation, investment management and private wealth training.
In his role as a chartered accountant he was a member of the committee advising the UK Accounting Standards Board corporate reporting via the implementation of the Operating and Financial Review. He is a freelance writer for various investment publications and provides corporate finance and investment management advice to companies on freelance basis.
His clients have included HSBC, Morgan Stanley, Deutsche Bank, Citigroup, Allen & Overy, JP Morgan, Barclays Bank, Barclays Wealth, Morgan Stanley Investment Management and Schroders.
28 September 2010 London, The City
Price £750 + VAT. 10% discount for a booking of 3
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DISCOUNTS
- 3 people - 10% discount. Delegates have to be from the same company and register at the same time.
IN-HOUSE TRAINING
If you have a team of 4 or more this course can be customised and organised in-house at your convenience. Contact one of our advisors to find out more.
Call us now on +44 (0) 207 193 5035
