Financial Products - the Fundamentals
Financial Products - the Fundamentals
This practical one-day program gives you a fundamental understanding of the products traded in the over the counter (OTC) financial markets as well as related legislative and regulatory issues.
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Program Outline
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Program Summary
| TITLE: | Financial Products - the Fundamentals |
| CE: |
5.5hrs |
| FEE: |
Member - $759 including GST Non Member - $962.50 including GST |
|
Sydney Jun 19, 2012 |
9:00am - 4:00pm |
|
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About the Speakers
Greg Wrate, Consultant
Greg is an experienced financial markets professional having been actively and continually involved in many aspects of Australian OTC Wholesale Financial Markets for over 30 years. Given his ‘front’ and ‘back’ experiences, Greg possesses a unique understanding of the risks associated with trading and settling a financial transaction i.e. the full "life cycle" of a wholesale financial transaction.
The bulk of his involvement in financial markets was gained at J. P. Morgan Australia where he was employed for 20 years. During this period Greg gained considerable experience in trading various financial products; managing all aspects of a dealing room for a leading Global Markets Investment Bank; and also the compliance, operational and technological support of those activities.
Mike Eastaway, Training Manager, AFMA
Mike is an experienced Financial Markets professional having been actively and continually involved in many aspects of the Global OTC Wholesale Financial Markets for over 30 years commencing 1977.
Through his experiences Mike has gained intimate knowledge of the workings of all Financial Markets through wholesale trading in large International Banks Globally and possesses a unique understanding of the risks associated with trading and settling of financial transactions. Mike has worked for many large Global Banks in positions from Jnr Dealer to Snr Manager Trading. He has had first hand experience in all aspects of Dealing and running large Trading Portfolios which in return produced consistent financial income for his employers over some 30 years.
Mike has always been involved with market Industry bodies and has been active in producing and delivering Educational Seminars and Courses aimed at training dealers in his local market and over the last 7 years in the International market place.
After 30 years of Trading Mike embarked on a different career and now is a full time trainer in the Financial Services arena both domestically and internationally.
About this program
This workshop is ideal for individuals working in financial services organisations who need a fundamental understanding of the products traded in the OTC financial markets. The first half explores the different segments of Australia’s financial markets and then provides an overview of products that are traded in each of these segments. You’re then given the opportunity to relate this information back to your own workplace so you can understand the responsibilities and risks faced within your role.
What will you learn?
By the end of this workshop, participants should have a clear understanding of:
- The financial products traded in Australia;
- Your role and responsibilities in relationship to the OTC markets;
- Treasury operations and products;
- Risks associated with each operation and product; and
- The interactions of different areas of operation and products.
Testimonials
Excellent presentation by both presenters. Their prior work experience added to the value of the workshop immensely.
The session was very helpful and provided many useful examples.
It was a privilege to hear from two such knowledgeable and experience presenters.
Great level of energy and enthusiasm for the afternoon session - great presenter