September 7, 2007
What All Asset Managers Need to Know
Training Class: Introduction to Capital Markets
What All Asset Managers Need to Know - September 18
There are several initiatives that all asset management professionals need to know. On September 18, attend the Asset Management Conference in Boston, MA to hear about these and other hot topics:
-- Anthony Ryan, Assistant Secretary of the U.S. Treasury, will discuss global competitiveness issues in light of new regulatory paradigms taking place globally.
-- Best Execution for Fixed-Income, SAS 70 baseline standards and the Trade Information Warehouse are areas in which it pays to be informed and up-to-date. The 9/18 Conference will address these areas and provide valuable information that could drastically improve the business practices of asset managers.
-- Today, the AMG hosted a LIVE internet video broadcast on today's subprime market and the valuing of financial instruments in a volatile market. With much more on the table to discuss, this topic will be raised at the Asset Management Conference on September 18.
Location:
The Algonquin Club of Boston
217 Commonwealth Ave
Boston, MA
Click here to view the complete agenda for the 9/18 Asset Management Conference
Click here to register for the 9/18 Asset Management Conference
Training Class: Introduction to Capital Markets on September 14
The Asset Managers Forum is pleased to present a training class on the Capital Markets. This class will be held on Friday, September 14, 2007, at 360 Madison Ave (45th Street) in New York City. The class begins at 8:30 a.m. and will conclude by 5 p.m. Registration is $795 per person and the class syllabus is provided below.
If you have any questions, please contact Diane Trupia at 646-637-9270.
One Day Educational Program Objectives:
-- To develop the fundamental understanding of the capital markets and how they operate
-- Build a working knowledge of capital markets terminology
-- Understand how products are used in the capital markets
-- To examine the features and characteristics of fixed income and equity securities
One Day Training Session on Capital Markets Syllabus
Session 1: Capital Markets
This introductory session introduces the course participant to the very fundamental aspects of the capital markets. Starting off with a definition of the capital markets and discusses the economic functions the markets perform. The types of markets and financial intermediaries are discussed.
Session 2: Regulation of the US Financial System
This high level overview identifies the main regulatory bodies within the financial industry in the United States.
Session 3: Fixed Income Securities
This high level overview introduces the fundamental aspects of fixed income securities. The characteristics and features of fixed income instruments are introduced. Basic price-yield relationships are discussed and illustrated. US Treasuries and agencies are introduced.
Session 4: Equity Markets
Starting off with an overview of the equity markets, this session examines the structures of the markets. The focus then turns to the features and characteristics of stocks. Returns of stocks are discussed. Analysis of equities is introduced.
Session 5: Derivatives Futures, Swaps and Options
This high level overview introduces futures, swaps and options. These instruments are briefly introduced and defined. Their main uses as hedges are explained.
Session 6: Portfolio Management
Examine risk and its relationship to return. The session starts off with a definition of the risk free rate and goes on to discuss the trade off between risk and return. How risk is measured and other factors such as correlation is discussed. Portfolio objectives and constraints are introduced. Modern portfolio theory (MPT) along with the capital asset pricing model (CAPM) is explored. Differences between fixed income and equity portfolio are explored. Finally asset allocation is examined and new trends, regulations scandals are discussed.
Important Publications:
SIFMA Update
Washington Weekly
Weekly Report of the American Securitization Forum
SIFMA SmartBrief (past five issues)