Understanding Investment Banking

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.

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.

Send a message






    COPYRIGHT ©2020 Quartic Training Limited. CFA Institute does not endorse or warrant the accuracy or quality of the products or services offered by Quartic Training Limited. CFA Institute, CFA®, Chartered Financial Analyst® and Investment FoundationsTM are trademarks owned by CFA Institute.