Securities Companies Analysis: A Credit Perspective Workshop

FitchTraining
London, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' A one day workshop offering an insight into the credit analysis of full service investment banks, broker-dealers and smaller private brokers. The workshop uses a structured approach and cases are tailored to the market where it is run.

Content
ANALYTIC OVERVIEW
Perspective on securities companies - regulators, rating agencies, debt and equity investors
Purpose payback model - key issues in debt and counterparty exposures to securities companies
OPERATING ENVIRONMENT
Understanding the risks in the different securities markets
Key competitive issues by sub-sector - investment banks, wholesale brokers, specialists, prime brokers, retail brokers etc.
Regulation and supervision - focal points; impact on strategy and credit standing
MANAGEMENT, FRANCHISE AND OWNERSHIP
Critical management issues for securities companies - strategy, risk management (VAR and other models), corporate governance and key man issues (for smaller companies)
Shareholders - quality of financial and business support
Double leverage and other group or conglomerate risks
Franchise - maintaining advantage in a competitive market
FINANCIAL FUNDAMENTALS
Statement logic - key accounting policies and risk of window dressing
Performance risk - earnings volatility and cost control
Business risk - risk profile of securities company products and businesses
Market risk / asset quality - key accounting issues, securities haircuts, off balance sheet exposures etc.
Financial risk - managing funding stability and liquidity risk
Capital adequacy - regulatory and analytic tools to assess the strength of capital and the risks of leverage
Early warning signals - lessons learned from a failed securities company.
...''

Phone:+ 44 (0) 20 7201 2770

School Address:

28 Headfort Place, London, SW1X 7DH, United Kingdom.


Jobs & Resumes: London
Houses & Roommates: London
Travel Agencies: London

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