Understanding Investment Banking

Course Summary

Rarely out of the news (for all the wrong reasons) & now described as ‘Casino’ Banking by sceptical Politicians & Regulators, the reputation of today’s Investment Bankers has probably not been this low for a long time.

Nevertheless, for the Financial Markets to function, healthy Investment Banks are a prerequisite. Much of what these complicated organisations do is not fully understood. Governments rely on them to arrange their (increasingly large) funding requirements; Corporates rely on them to arrange new Listings on the world’s Exchanges; Financial Institutions rely on them to execute transactions on those same Exchanges.

Introduction

At the end of the course delegates should have a broad understanding of the following subject areas:

• The Front, Middle & Back Offices
• How do Investment Banks make their money? Sources of revenue
• Services and products provided by Investment Banks
• Categories of clients and their needs
• Corporates: Investment Banks as Banks - Loans / Debt & Equity Capital Markets / Merger & Acquisition Advisory / Structuring a New Issue (Syndication, Pricing, Investor Targeting) / Depositary Receipt Programmes
• Sovereign Wealth Funds
• Private Equity Funds
• Financial Institutions & Hedge Funds: Brokerage / Research, Sales & Trading
• Pension Funds
• Governments: Debt Capital Markets
• High Net Worth Individuals
• Risks Investment Banks face
• A changing Regulatory environment

Course Benefits

Who should attend?
• New joiners in Investment Banking
• Financial Journalists
• Regulators responsible for Investment Banks
• IT providers selling solutions to Investment Banks

Tutor Profile

Paul Meadows has 15 years investment experience through various front office roles on the buyside of the markets in the UK. He has knowledge of working in both institutional and high net worth private client environments with the likes of Royal Insurance and Lloyds Private Bank. He has been designing and delivering both public and in-house financial markets training programmes worldwide since 2000 and has been the Managing Director of Chadley House Training since 2004. Clients range from investment banks (Citi, Deutsche Bank), private banks (Hoare & Co), fund managers (Blackrock, Axa IM), sovereign wealth funds (Kuwait Investment Authority), regulators (from London, Mongolia, Angola & Tanzania), exchanges (London, Nigeria), hedge funds (Brevan Howard, Man Group).

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 3.5
  • Course Cost: £150.00
  • Course Length: Half day (13:30-17:00)

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

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