Fundamentals of Financial Markets and Life of Trade

Session 1 Session 2 Session 3: Fundamentals of Financial Markets and Product

Synopsis

This introductory finance domain workshop provides an overview of a financial markets and a broad range of financial products. It begins with an introduction to financial markets as seen from the point of those who are investing and those who are seeking investments. In the process, it covers commonly used financial products such as equity, fixed income and derivatives. The workshop is highly interactive in nature and often uses discussions and market data to increase understanding of various concepts.

• Introductions and overview
• Financial Markets
• Key players and their motivation
• A brief overview of Capital Markets
• Key products (securities) from capital markets
• A brief overview of commercial banking
• A brief overview of derivatives
• Trading of financial market products
• Risk-return principle and portfolios
• Wrapup

Session IV: Life of a trade

Synopsis

This session takes participants step-by-step through the entire process of buying/selling a security. It exposes participants to various processes and operational functions used by front-, middle- and the back-office during this lifecycle of a trade. Along the way, it discusses players and institutions which play key role in a trade's lifecycle. The workshop assumes that the participants are aware of commonly used financial products.

• Life of a trade at a glance
• Life of a trade and key players
• A closer look at order management
• Wrap-up

Workshop Agenda