Part 1:

What you’ll learn:

• Key concepts in financial markets in equities, fixed income, and asset management
• The basics of securities lending
• How financial markets and securities lending overlap, integrate and interface
• The structure of securities lending; participants, stakeholder and relationships;

Who it’s for:

• Interns and graduates that would value an explanation of financial markets and introduction to securities finance
• Anyone in securities finance that could benefit from a course that lays a foundation in markets and bridges the gap to securities lending, explaining both separately but highlighting how they are inextricably linked

Description:

Unless people are interested in financial markets personally or study business or finance, they have little exposure to equity and bond markets.  Even to these informed individuals, securities lending is a niche component of capital market activity.  A better understanding of markets generally and securities lending specifically would help people do their jobs better, but a course that ties the two together builds on the inter-relationship and gives learners a big step up.   That’s what this course provides.

Over the 8 hours attendees will gain a high-level understanding of:

• What are financial markets and what is their purpose
• Monetary and fiscal policy
• Equities, ETFs, ADRs, Indices, IPOs
• Debt markets and bond fundamentals
• Derivatives
• The Asset Lifecycle
• Active vs Passive investment management
• Role of Securities Lending in Capital Markets
• Securities lending revenue creation
• Risk & Regulation

Format:

8 x 1 hour webinar sessions, with 50 minutes of lecture followed by 10 minutes of Q&A

Part 2

What you’ll learn:

• More about the demand side that creates the need for the business
• Key features of the risk mitigation through collateralisation
• Securities finance as a career – who are the stakeholders and what roles exist
• An opportunity for attendees to bring questions in a free format session

Who it’s for:

• People that want or need a more comprehensive, yet still introductory level understanding of securities lending

Description:

Building on Part One learning, these extra sessions provide an opportunity for the information to be applied at work

The additional 4 hours will provide attendees with further understanding of:

• Overview of hedge fund strategies, short selling (including MEME stocks) and process flows
• Collateral choices, alternatives, risks and mitigants
• The Post-Trade management process
• Jobs, careers and locations in securities finance

Format:

4 x 1 hour webinar sessions, with 50 minutes of lecture followed by 10 minutes of Q&A