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Creating and Marketing Structured Products

Leveraging instruments and asset classes to mitigate risks and manage valuation challenges

24 May 2012 – 25 May 2012, Kuala Lumpur

Why should you attend?

Marketing structured products often seems like an uphill battle, but profit opportunities for banks and other financial institutions continue to exist. The trick to marketing revolves around fully understanding a client’s outlook for different markets, their risk tolerance for market movements, profit and budget targets for the future, and other important considerations. This course gives participants the tools to uncover key client motivators, understand instruments from different markets, and package them into a single instrument meeting the client’s needs and objectives. These instruments can take the form of debt, equity, or a hybrid.

This course is designed to empower individuals to construct, deconstruct and understand structured products in the real-life practical context of their jobs, e.g. relationship managers identifying structured product sales opportunities, traders assembling the package in the markets, risk managers identifying and hedging unwanted risk, or investors selecting suitable structured products for their portfolios. 

Key Benefits:

  • Uncover a client’s market views and risk drivers using a proven discovery framework
  • Create profitable structured products based on those market views and risk drivers
  • Practice valuation of structured products and their component parts
  • Learn how to identify and assemble the most appropriate market instruments
  • Construct diagrams and spreadsheets to model and value structured notes
  • Utilise a wide range of instruments and asset classes to create structured products
  • Write transaction summaries and proposal letters for clients
  • Assess how equity products can be created to create leverage and short positions
  • Examine how counterparty credit risk shapes the selection of structured products
  • Analyse the suitability of structured products for particular investors
  • Explore different valuation scenarios and how they impact the bank and investor
  • Think through applicable limits, policies and procedures for managing structured products
  • Think through applicable investment guidelines and valuation procedures
  • Apply an intuitive and non-quantitative framework to analyzing structured products

Who should attend:

  • Bankers, Relationship Managers, Financial Advisors, and Product Specialists
  • Traders, Dealing Room Staff, and Sales Executives
  • Risk Managers, Quantitative Analysts, and Economists
  • Investors, Fund Managers and Investment Analysts
  • Front Office, Middle Office and Back Office Staff
  • Bank and Securities Lawyers, Accountants, Tax Attorneys and other Service Providers
  • Compliance Officers, Due Diligence Experts, Auditors and Product Controllers
  • Securities Regulators, Legislators, and Associated Staff