Advanced Securities & Markets

The Advanced Securities & Markets Seminar is designed to give the attendee an advanced, thorough knowledge of some of the more complex public securities available in today's fast-paced markets as well as some of the trading techniques used in conjunction with these instruments.

During the Advanced Securities & Markets Seminar, the attendee will focus on learning about the more advanced securities and many of the derivative securities spawned because of them. There will be discussion as to where these instruments are traded, who trades them and who buys them. Because they make up such a large portion of institutional holdings, there will be a special focus on many of today's high tech debt securities as well as the vast array of mortgage and asset instruments. Since the accounting issues relating to these securities can vary widely depending upon the basis used, statutory, GAAP or tax, there will be a discussion relating to these differences. Of course, the systems issues which result from the above will be covered in detail.

The Advanced Securities & Markets Seminar is ideal for anyone who needs a more detailed knowledge of the types of securities available in today's marketplace and how to account for them.

DAY ONE

• Introduction/Course Objectives
• Wall Street Journal
• T+1
• Technical Analysis
• Debt Analysis
• Options

DAY TWO

• Futures
• Hedging Strategies
• Hedging Exercises
• CMOs
• Stripped Mortgage Backed Securities (SMBS)

DAY THREE

• IOs and POs (IOettes and POettes)
• Forward Pricing
• Mortgage Dollar Rolls
• Arbitrage and Program Trading
• Derivatives
• Portfolio Management and Analysis