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Understanding the Exchange Traded Funds Universe

Event 

Understanding the Exchange Traded Funds Universe
Title:
Understanding the Exchange Traded Funds Universe
When:
23 February 2021
Where:
Virtual Instructor-Led Training (VILT) -
Categories:
In House Training , Management , Finance , Corporate Training
        

Description

4 Part Investment Series:

Grow & Diversify Your Investment Value with

Internationally Recognized and Respected Investment Specialist

The Investment Expert, Paul Meadows

Paul Meadows

Member of CFA Institute
Associate of the Society of Investment Professionals (ASIP)
Member of the London Stock Exchange Academy Training Team

Clients include Bank of China, Barclays Global Investors & Citigroup

With over 15 years of investment experience, Paul is an expert on the Buyside of the Equity Markets working in both Institutional and High Net Worth Portfolio Management. The key roles he has undertaken ranged from managing UK Equity component of a larger portfolio on behalf of a Scandinavian Insurer to heading up the global Equity Research effort in London for a Bermudan-domiciled Private Bank’s offshore client base.

While his freelance financial training commitments grew, Paul had a spell with an international high-risk security company analysing the operations of quoted oil and mining corporates worldwide. In 2000, he moved into full time training specialising in Fund Management, Equity Markets, Private Banking & Hedge Funds. Since then, his client base has grown and diversified that includes renowned companies from across Asia, Middle East & West Africa. He is also an Adjunct Teaching Fellow with the UCL School of Management, delivering a one term Masters level Investment Management module.

A Sneak Peak Into Paul Meadows's Investment Series

Testimonials

"Paul has delivered Financial Markets and Hedge Fund training for us over the past couple of years and is clearly very knowledgeable in this field, receiving consistently strong feedback from participants and the course remains one of our most popular and is regularly oversubscribed. Given the challenges this year, Paul has successfully transitioned his content to virtual delivery, introducing interactive elements to ensure participants remain engaged, as well as relating the content specifically to our products so participants not only walk away with a better understanding of the industry they work in, but also our firm’s strategies.
Talent Team, International Hedge Fund based in London

"I have the highest regard for Paul's skills as a financial trainer. He always gets exceptionally good feedback and I would not hesitate to book him again.
Francesca Taylor, Taylor Associates

"With the delivery of successful courses spanning various subjects, all backed by positive client feedback, Paul has demonstrated his unquestionable Financial Markets expertise on many occasions. The company has undoubtedly benefitted from Paul's ability to reliably design and conduct courses of the highest quality.
Sheridan Mangal, SFM Capital Markets

I met Paul at the London Stock Exchange where he successfully delivered training to a large group of UCL MSc Finance students. The experience was so positive that new students have consistently asked to attend his training year after year. As Programme Director for the MSc Finance at UCL, I have invited Paul to join the teaching team and create a new course called Wealth Management and Private Banking. He has successfully created the course learning outcomes and content for face-to-face and virtual delivery mastering the skills required to engage with a diverse body of students online. His industry experience and excellent oratory skills are highly valued by students who have consistently valued Paul teaching very highly.
Senior Teaching Fellow and MSc Finance Programme Director UCL School of Management

"We have been working with Paul for nearly 10 years now. The delegates have always enjoyed his knowledge and training style."
Francine Laugier, Axa Investment Managers

Past Clients

  • Depository Trust and Clearing Corporation (DTCC)
  • Kuwait Investment Authority
  • Bank of China
  • Man Investments
  • Sberbank CIB
  • Huarong Securities
  • People's Insurance Company of China (PICC)
  • Fidelity Investments
  • Citigroup
  • Axa Investment Managers
  • Barclays Global Investors
  • Brevan Howard
  • Hoare & Co
  • Renaissance Capital
  • Nigerian Stock Exchange

Why Choose Kexxel's VILT Courses

NOT a Webinar!
Join our live, virtual courses enriched with a diverse range of interactive activities, such as action plans, group discussions, breakout sessions, exercises, case studies, and more.


Course Materials
An advantageous combination of presentation slides and downloadable workbooks are provided to participants prior to classes for a more holistic learning experience.

Pre-Course Questionnaires
Our instructors will understand the specific needs and requirements of each individual participant, by allowing attendees to review and highlight topics of importance prior to the course.

Private, In-house Sessions
Upon request for organizations seeking a more customised learning for their employees.

Secure Online Platform 
Cisco Webex is the online training platform of choice for our VILT courses. Cisco Webex respects your data privacy, is highly secure by default, and has governance and transparency

Course Outline

Exchange Traded Funds are now firmly established in the investment world, but how do they actually work? Originally designed as simple, user friendly, passive, Equity Index tracking vehicles, their evolution has created several different types of products across the Asset Classes, with each one requiring different approaches in due diligence. While the external ‘packaging’ might look similar, the risks underneath vary considerably.

You will learn:

  • Which Exchanges exhibit the highest Share Turnover Velocities?
  • The reasoning behind the increasing adoption of Algorithmic Trading systems
  • Differences between Physical & Synthetic Swap-based ETFs, and the implications that arise from this
  • The importance of understanding the Futures Markets when dealing with Commodity ETFs 

Part 1

  • The Active vs Passive Debate: Revisited
  • Investing or Trading? How long is long term? – A Fund Manager's perspective
  • Rise of the Machines – Algorithmic Trading & Dark Pools
  • Case Study: Share Turnover Velocities across the World’s Exchanges
  • ETFs & Traditional Index Funds: A Comparison
  • Understanding the replication mechanisms – Physical vs Swap-based
  • Securities Lending & Counterparty Risk
  • Primary (Redemption, Creation process) & Secondary markets - Authorised Participants
  • Real time pricing and Arbitrage opportunities, Dividends
  • Tracking Differences vs Tracking Errors

Part 2

  • Deciding on which ETFs to employ – Structure, transparency, cost, liquidity
  • Core vs Satellite investing
  • ETF Variations on a theme - Inverse, Leveraged
  • Commodity ETFs and the issues to consider – Futures or Physicals?
  • Understanding the importance of Contango and Backwardation
  • A look at the dangers of Derivative-linked ETFs in the Oil Market in April 2020
  • Activity: Wrap-up Crossword Quiz 

Click here to view the full list of events under our Investment Series 


*******For more details, kindly download the brochure*******

Venue

Venue:
Virtual Instructor-Led Training (VILT)