Séminaires & Formations

Nous contacter

Nos formations séminaires

Durée pour chaque thème : 1 ou 2 jours

Nos formations offrent des contenus approfondis, une durée adaptable à vos besoins, des horaires flexibles et des prestations sur mesure. Que vous visiez une spécialisation ou une mise à jour de compétences, notre offre répond à vos exigences professionnelles.

1-Equity & Financial Markets

2-Corporate Action

3-Delivery & Settlement Systems

4-Fundamental & Macroeconomic Events

5-Foreign Exchange Market

6-Forward Contracts

7-Futures & E-Mini

8-Interest Rate Forward & Futures

9-Index Futures

10-Introduction To Vanilla Options

11-Options & Futures

12-Complex & Exotic Options

13-Option Strategies & Risk Analysis 

14-Interest Rate Swaps

15-Bond Portfolio Management

16-Stocks Market

17-Equity Portfolio Management

18-Funds & Asset Management

19-Asset M. Analysis & Criteria For Selection

20-Asset M. Alternative Strategies

21-Structured Products

22-Asset M. Reading & Understanding

23-Structured Products: A Term-Sheet

24-Rating Agencies

25-Charts & Technical Analysis Introduction

26-High Frequency Trading: Introduction

27-Securitisation

1-EQUITY & FINANCIAL MARKETS

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

OVERVIEW OF THE STOCK MARKET ROLE IN THE ACTUAL ECONOMY

  • Participants

  • Pricing methodology (orders and execution),

  • Equity market products,

  • Hedging tools

  • New trading platforms

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

2-CORPORATE ACTION

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Key players

  • Regulation driven vs voluntary Corporate Events

  • IPO, Stock split, spin off, dividend payments in stocks or in cash, Capital Increase, Take-over bids, etc….

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

3-DELIVERY & SETTLEMENT SYSTEMS

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Cash systems
  • Settlement modes
  • Safekeeping, Custody
  • International vs domestic infrastructures (SWIFT, IBAN, SEPA, etc)

PARTICIPANTS

Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

 

4-FUNDAMENTAL & MACROECONOMIC EVENTS

PRACTICAL DETAILS

Duration for each theme : 1 or 2 days with screens and applications
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Economic concepts (Growth cycles, productivity, prices, inflation, trade and debt balance)

  • Monetary policy and Interest Rate Mechanisms (Central Banks, Yield curve and impacts on the financial markets)

  • Global economic indicators and their influence

  • Current macroeconomic environment and impact of the financial Crisis

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

5-FOREIGN EXCHANGE MARKET

PRACTICAL DETAILS

Duration for each theme : 1 or 2 days with screens and applications
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Characteristics and market conventions of the FX Markets

  • Standard FX instruments : Spot, Forward, FX Swaps

  • Hedging a commercial FX exposure

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

6-FORWARD CONTRACTS

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • OTC Markets vs Exchanges

  • Forward Prices mechanism : discount and premium

  • Forward/forward and FRA

  • Hedging with forward instruments

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

7-FUTURES & E-MINI

PRACTICAL DETAILS

Duration for each theme : 1 or 2 days with screens and applications
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Exchanges mechanism and infrastructure

  • Risk and protection systems (Deposit, Margin call, Open position, limit Up-down)

  • Rationale for E-mini

  • Hedging and Positioning

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

8-INTEREST RATE FORWARD & FUTURES

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Pricing mechanism

  • Main uses : hedging and Speculative positioning

  • Risk and protection systems applied to Interest Rate products (Deposit, Margin call, Open position, limit Up-down)

  • Delivery mechanisms for futures contracts : Convergence and Cheapest to deliver

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

9-INDEX FUTURES

PRACTICAL DETAILS

Duration for each theme : 1 or 2 days with screens and applications
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Pricing mechanism

  • Main uses : hedging and Speculative positioning

  • Risk and protection systems applied to Interest Rate products (Deposit, Margin call, Open position, limit Up-down)

  • Hedging Ratios

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

10-INTRODUCTION TO VANILLA OPTIONS

PRACTICAL DETAILS

Duration for each theme : 1 or 2 days with screens and applications
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Options mechanisms and basic positions

  • Risks/Returns analysis

  • Introductions to pricing models

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

11-OPTIONS & FUTURES

PRACTICAL DETAILS

Duration for each theme : 2 days
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Pricing mechanism

  • Main uses : hedging and Speculative positioning

  • Risk and protection systems applied to Options (Deposit, Margin call, Open position, limit Up-down)

  • Hedging Ratios

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

12-COMPLEX & EXOTIC OPTIONS

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Cap, Floor and Collar Options : difference vs IR options

  • Characteristics of Exotics options

  • Main uses of the most popular Exotics Options

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

13-OPTION STRATEGIES & RISK ANALYSIS FROM CLIENTS POINT OF VIEW

PRACTICAL DETAILS

Duration for each theme : 1 or 2 days with screens and applications
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Single Option strategies case studies

  • Spread Strategies

  • Static vs dynamic Hedging (roll over, calendar spreads, etc)

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

14-INTEREST RATE SWAPS

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Interest Rate Derivatives mechanism and how to use them

  • Various case studies to analyse and understand risks attached

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

15-BOND PORTFOLIO MANAGEMENT

PRACTICAL DETAILS

Duration for each theme : 2 days
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Fundamentals for managing a bond portfolio

  • Bond asset classes and pricing using Yield curves, Zero-coupon rates and forward rates

  • Measure of the performance

  • Book management strategies

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

16-STOCKS MARKET

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Shareholders and the rights attached

  • Deep analysis of the various equity market products from common stocks to hybrid products

  • IPO, increase of Capital and dividend payments

  • Take-over

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

17-EQUITY PORTFOLIO MANAGEMENT

PRACTICAL DETAILS

Duration for each theme : 2 days
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Fundamentals for managing a equity portfolio

  • Equity asset classes and characteristics

  • Measure of the performance

  • Book management strategies: dynamic, index tracking and alternatives

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

18-FUNDS & ASSET MANAGEMENT
CHARACTERISTICS

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Regulatory environment

  • Detailed analysis of the fund organisation (sponsor, AMC, custodian, etc)

  • Types of Funds (open-end, closed end, unit investment trusts, exchanged traded funds)

  • Issue Price, NAV, Fees and Taxation

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

19-FUNDS & ASSET MANAGEMENT:
ANALYSIS & CRITERIA FOR SELECTION

PRACTICAL DETAILS

Duration for each theme : 1 or 2 days with screens and applications
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Funds categories from Money Market Funds to Absolute Return Funds

  • Management styles

  • Risk Indicators

  • Performance measure

  • Selection based on ratios

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

20-FUNDS & ASSET MANAGEMENT:
ALTERNATIVE STRATEGIES

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Hedge Fund Industry

  • Hedge funds vs Traditional Asset Management

  • Hedge Fund various strategies

  • Risks analysis

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

21-STRUCTURED PRODUCTS

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Rationale for Structured Products

  • From prototypes to commoditised instruments

  • Structured Products categories

  • Detailed analysis of the most common used Structured Products

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

22-FUNDS & ASSET MANAGEMENT 
READING & UNDERSTANDING A FACT-SHEET

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Detailed Analysis of all the information included in funds documentation

  • Revew of the terms and concepts when reading a fact-sheet

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

23-STRUCTURED PRODUCTS 
READING & UNDERSTANDING A TERM-SHEET

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Detailed Analysis of all the information included in the documentation

  • Review of the terms and concepts when reading a term-sheet

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

24-RATING AGENCIES

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Rationale for Rating Agencies

  • Methodologies and Rating criteria

  • Default Risk and Recovery Value

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

25-CHARTS & TECHNICAL ANALYSIS
INTRODUCTION

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Charts analysis and interpretation : support, resistance, trend, channel, gap

  • Identifying the main chart patterns

  • Technical Analysis from simple moving average to complex indicators for overbought/oversold situations and divergence

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

26-HIGH FREQUENCY TRADING
INTRODUCTION

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • What is High Frequency Trading ?

  • Difference with traditional trading

  • Actual market share

  • Analysis of the most used strategies

  • Misusing and abuse : Flash crash

  • Regulators response

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

27-SECURITISATION

PRACTICAL DETAILS

Duration for each theme : 1 day
Language : French and English

NUMBER OF AVAILABLE SEATS

Number of individuals : 5/15

  • Objectives and basic principles for a securitisation

  • Mechanisms and Structures

  • Detailed analysis from ABS to synthetic CDO structures

  • Risks analysis : financial and legal

  • Role and impact on the financial crisis

PARTICIPANTS
Public :
Relationships managers
RM juniors, Assistants (es) de gestion
Advisory investment
Services des opérations
Fonctions transverales IT
Controlleurs…

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