In response to the current economic climate, we highlight here the following courses from our course catalogue:
* Courses can be held at our central London offices or those of the client. Course scheduling is according to client needs.
All About Hedge Funds
"The landscape is changing, but the quest for absolute returns remains strong".
An opportunity to get inside the alternative investment space and understand the motivations, strategies and
processes that combine to secure exceptional, absolute returns whatever the market direction.
With current volatility and fragile confidence in financial markets, hedge funds are the subject of much scrutiny.
With ‘alpha’ harder to obtain, the course will explain how hedge funds are responding in order to ensure
continued subscriber interest in the sector.
"All about Hedge Funds" serves as a primer to detailed analysis and participation in Hedge Funds. The course
primarily seeks to place delegates confidently within the Hedge Fund discussion. Delivered in a ‘real world’ style,
this course provides sufficient detail enabling attendees to fully appreciate the Hedge Fund concept, workflow,
sector characteristics and key participants.
Treasury Management
"The right assets, at the right place, and at the right time".
Against a backdrop of severe economic and market challenges, the Treasury function is increasingly under the
spotlight as banks, investment houses and corporations seek to ensure requisite asset efficiency in the face of more
stringent demands for transparency and effective risk management. Consequently, this places heavy focus on
securing the right commercial relationships, driven by refined business processes, supported by carefully selected
and tightly integrated tool sets.
This full day course covers the key aspects of the Treasury function, especially with regard to liquidity management
and planning, in heightened risk focused conditions. Of value to those within the function as well as those new to
Treasury, the course will provide you with a detailed insight to the financial dexterity of a company as it manages
its assets for corporate efficiency and gain.
Contact training@sfmcapitalmarkets.com or book via our course catalogue (Category: Treasury)
Alternative Investment Strategies
"Alpha by any means necessary!"
This course detail the investment approaches taken by Managers seekinf returns via alternative approaches. The
underlying theme is one of comparing strategies by revealing key attributes, goals and track records. Hence, the
course takes the following perspectives:
• The categories and inherent strategies
• Business Cycles and Strategies
• High-Med-Low Risk approaches
• Fund Construction
• Strategy “shift and drift”.
• Asset Class and Strategy associations
• Performance and risk
Attendees will obtain a deeper understanding of the choices available to fund managers as they respond to
a fund's narrow or broad investment mandate.
Contact training@sfmcapitalmarkets.com or book via our course catalogue (Category: Hedge Funds)
Understanding Credit Markets
"Crunched and scarred, but still open for business!"
Despite being one of the most active markets supporting business growth on a global scale, the credit fallout
continues to spread, with confidence in Financial Markets and corporate strength being severely weakened.
"Understanding Credit Markets" navigates the complex concepts and structures that constitute the market for
credit risk.
From a review of the current situation, this course details the evolution and continuing need for credit strategies
and instruments, thereby arming you with a value-adding insight to this unavoidable and ultimately important
area of financial markets.
Opening the door to the trading of credit agreements and risk, the course spans either one or two days to allow
for time limitations and detail requirements. With real-world exercises and problem analysis, you will be ready
to approach credit issues with renewed confidence and authority.
Contact training@sfmcapitalmarkets.com or book via our course catalogue (Category: Markets)
Regulation: The 'Alternative' Space
"Sharpening the Regulator's teeth!"
Increased transparency will reveal excessive (and punishable) risk levels and thereby force better risk
management: we consider the theory vs the practice.
UCITS, MiFID, Basel II and Sarbanes Oxley are the main directives that are beginning to reshape the financial
markets landscape with regard to working processes and reporting obligations. However, the range and scope
of regulation can be difficult to comprehend, especially as the industry appears to be in major regulatory transition.
Furthermore, as well as rules and regulations, there should also be focus on the efficacy of the actual Regulator
role.
This half-day course will shed light on the various moves by Governments and industry bodies as they seek to
redress imbalances, excessive exposures and process dislocations in the markets.
Contact training@sfmcapitalmarkets.com or book via our course catalogue (Category: Regulation)
Managing Portfolio Risk
"Manage the downside to protect the upside".
Securing returns above market expectations is the goal of investors as they place subscriptions into managed
funds. It becomes the Manager's task to ensure these profits are obtained in line with sound risk management
practices and regulatory oversight. This course focuses on the allocation of risk within a portfolio and the
maintenance of the resultant apportioned exposures. By attending you will gain a valuable insight to the strategies
adopted by portfolio managers as they adjust positions in light of volatility and changing risk landscapes.
Contact training@sfmcapitalmarkets.com or book via our course catalogue (Category: Risk Management)
Data Architectures for Financial Technology
"Achieving confidence in data: what, when, where from, where to?"
Credible data provides required information that supports ROI decisions. This is central to the success of all
market participants and this is achieved by assured accuracy and timeliness of the information in question.
This is a course for those seeking a deeper awareness of enterprise data models, data vendor integration and
cross-systems efficiency. It will also benefit those perhaps more technical, charged with evaluating current data
architectures. Hence, the two days (optional) are split into a review of common challenges and popular solutions,
followed by detailed consideration of solution choice and data migration.
Contact training@sfmcapitalmarkets.com or book via our course catalogue (Category: Data Architecture)
Hedge Funds: Restructure and Respond
"The hedge fund is dead; long live the hedge fund!"
Despite the negative press and intense scrutiny, the hedge fund is here to stay. However, it has never been more
true that to survive and remain commercially viable, the business model has to change in line with more intense
investor requirements, higher costs and tighter regulation.
This half-day event gets "under the hood" of the hedge fund organisation in order to identify where the changes
need to be made for future survival. From a corporate perspective, the course offers guidance on changes in
structure, operations and third-party relationships, in line with an underlying message of being responsive rather
than defensive. Hence, the hedge fund remains a viable, alpha-securing entity and a competitive choice for existing
and future investors.
Contact training@sfmcapitalmarkets.com or book via our course catalogue (Category: Hedge Funds)
Linedata (Beauchamp) FundManager: Realising Business Value
"Implemented, but is it making things better yet?"
£850 for two days*
FundManager is a broad and deep product that offers hedge funds much in the way of value-adding functionality.
However, this can only be realised once staff fully understand their realm of use and can integrate the product
into their business-as-usual, daily processes.
*This two-day (optional) course will introduce you to the product's structure, basic and advanced functionality,
focusing on how FundManager can add value to current workflow, while also advising on workarounds to overcome
known limitations. This impartial course will be of value to those considering FundManager as a portfolio
management solution or those seeking to enhance their use of the product by revealing lesser known features.
Contact training@sfmcapitalmarkets.com or book via our course catalogue (Category: Financial Technology)
