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Goodacre provides a wide range of in-house training and workshops, using highly recommended, experienced individuals. A selection of our forthcoming workshops can be seen below:

  InsideThe Equities Market
 

In Association with

   

What you should know about the Equity Markets – A One Day Programme


10:00 - 17:00


Seminar Overview

The worlds’ Equity Markets have reinforced those old warnings: ‘The value of your investments can go down as well as up; past performance is no guide to the future’. Opportunities remain, nevertheless; timing is of the essence. What matters is to understand the mechanics of the Market, which are the best Valuation criteria to use & how best to exploit the wider range of Equity-linked instruments available for today’s Investors. This one day interactive course will offer some answers.

This one day programme will cover the following :

Session 1
Understanding & Trading the Equity Markets
  • A reminder of the perils of Equity investing
  • Efficient Markets – Are they? Do we live in a ‘Normal’ world?
  • What should we be expecting from Equities in the new decade? A look back
  • The Equity Risk Premium. Any lessons for the future from the past?
  • Corporate Actions – Buybacks, Splits, Rights Issues, Depositary Receipts
  • Established Exchanges vs Dark Pool Crossing networks
  • Case Study – Which are the worlds’ largest Equity Markets?

Session 2
Active Portfolio Management – Valuation screens
  • Which valuation methodology to choose? It depends on the sector
  • Price Earnings Ratios & PEGs
  • Dividend Yields - Equities as a source of income
  • Asset Backed valuation
  • Enterprise Values & EBITDA
  • Case Study – A walk through a New Issue’s Valuation criteria

Session 3
Passive Portfolio Management - Exchange Traded Funds
  • The Active vs Passive debate – a look at the evidence
  • Understanding ETFs, the replication mechanism
  • Primary (Redemption, Creation process) & Secondary markets
  • Different types of ETF – Inverse, Leveraged, Active
  • How do Portfolio Managers use ETFs exactly?
  • Alternatives to ETFs
  • Case Study

Session 4
Using Derivatives in the Equity Markets
  • Exchange Traded vs Over the Counter; for hedging or speculation?
  • Equity Index Futures
  • Equity Index Swaps
  • Equity Options
  • Contracts for Difference
  • Case Study – Wrap-up Quiz

Who should attend?

We welcome all participants; in particular this course is highly recommended for:
  • Equity Fund Management support staff
  • Junior Equity Research Analysts (Buy & Sell Side)
  • Professional Advisers
  • Wealth Managers
  • Operations Staff, particularly in Fund Management
  • Sell Side Junior Equity Sales staff
  • Financial Journalists

CPD
Delegates will qualify for 4 CPD hours and certificates will be provided to all attendees. Goodacre Training is accredited by the Chartered Institute of Securities & Investment (CISI) as an approved CPD Provider. Members of the CISI can log these training hours on the CISI website.

To reserve places
email events@goodacreuk.com, call 020 7422 0063 or book online with all your contact details, including the name and address for invoicing. You will receive confirmation of your booking within 24 hours. Price inclusive of all course material. Price exclusive of VAT.

For further details:

For further information please contact Goodacre by telephone +44 (020) 7422 0063 or email


Goodacre does not provide refunds for those failing to attend events or cancelling within 5 working days of the event
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