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Instructor: Phil Sindel, Director, Olmstead Associates, Inc. (Bio) Derivatives are increasingly complex, yet they are becoming a common part of the securities industry. Whether you are involved in portfolio management, trading, custody or accounting, knowledge of these instruments and how they work is essential in today's investment environment. This course will provide the participant with an overview of the various derivatives and complex securities and their key features.
Level: Entry Level
CPE Credits: 7
Time: 8:30 a.m. - 5:00 p.m.
Other Chicago Courses: Understanding the Securities Industry on May 10th, Understanding Portfolio Management & Trading and Custody & Securities Operations Seminar on May 11th.
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1.0 Futures |
| 2.0 Options |
| 3.0 Swaps |
| 3.1 Interest Rate |
| 3.2 Credit Default |
| 3.3 Total Return |
| 3.4 Swaptions |
| 4.0 Real Estate Derivatives |
| 4.1 MBS |
| 4.2 TBA |
| 4.3 CMO |
| 4.4 REIT |
| 5.0 Money Market Derivatives |
| 5.1 Repos & Reverse Repos |
| 5.2 Dollar Rolls |
| 6.0 Emerging Market Securities |
| 7.0 Other Complex Securities |
| 7.1 Inverse Floaters |
| 7.2 Tips |
| 7.3 Bank Loans |
| 7.4 Trains & Tracers |
| 7.5 Strips (IOs & POs) |
| 7.6 Linked Securities |
| 7.7 ADR |
| 8.0 Derivative Trade Flow Processes |
| 8.1 Exchange Traded Derivatives |
| 8.2 OTC Derivatives |
| 9.0 Derivatives and Other Complex Securities |
Agenda:
| 8:30 | Registration and Breakfast |
| 9:00 | Seminar Begins |
| 10:30 | Refreshment Break |
| 12:00 | Lunch Break* |
| 3:15 | Refreshment Break |
| 5:00 | Seminar Adjourns |
* This seminar includes a continental breakfast and two refreshment breaks. Lunch is not included. There is a one hour break provided at 12:00. A sampling of local restaurants can be found on the "Event Location" page.
