Rates, FX, and Private Placements
1/2 Day
This course is designed for those who want to focus on higher probability capital markets opportunities. Our focus in this 1/2 day course is on identifying client opportunities surrounding risk management hedging (interest rate risk and currency risk) and privately placed debt. In just under four hours we review each of these opportunities and complete a case that fortifies the learning objectives.
Course Table of Contents
Interest Rate Risk Structures
Currency Risk Structures
Private Placements
Step-by-Step Guidance
Class Structure:
This class is coordinated with lectures and case studies. Attendees learn by doing exercises individually and in small groups.
Target Audience:
This class is targeted for those who are or soon will be involved in client conversations. The role of the individual in the client discussion (junior or senior, coverage or product) is not critical as the course takeaways benefit those both leading and supporting the discussions.
- Associates
- Relationship Managers
- Mid-level and Senior Managers
- Portfolio Managers
- Credit Officers
- Bank Officers
Rates, FX, and Private Placements
This course is designed for those who want to focus on higher probability capital markets opportunities. Our focus in this 1/2 day course is on identifying client opportunities surrounding risk management hedging (interest rate risk and currency risk) and privately placed debt. In just under four hours we review each of these opportunities and complete a case that fortifies the learning objectives.
Topics in this course include:
- Interest Rate Risk Structures
- Currency Risk Structures
- Private Placements
Class Structure:
This class is coordinated with lectures and case studies. Attendees learn by doing exercises individually and in small groups.
Target Audience:
This class is targeted for those who are or soon will be involved in client conversations. The role of the individual in the client discussion (junior or senior, coverage or product) is not critical as the course takeaways benefit those both leading and supporting the discussions
- Associates
- Relationship Managers
- Mid-level and Senior Managers
- Portfolio Managers
- Credit Officers
- Bank Officers