Understanding Investment Banking

ABOUT THE COURSE

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.

WHO SHOULD ATTEND?

We welcome all participants; in particular this course is highly recommended for:

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

Duration
Half day

Learning Objectives

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 – Loan
  • Debt & Equity Capital Market
  • 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

Prerequisites

This course has no prerequisites.