Testimonials

Junaid Jafar, Executive Director - Tadhamon Capital, Qatar

This is one of my first experiences in a class about negotiating. It’s very beneficial especially if some of the things you see yourself doing or common mistakes you shouldn’t be making. Jim puts these into perspective and says don’t do that, don’t get deceived to negotiate. Always try to negotiate with the procedure. These small tips I think you should follow then use a lot of his input into each and every negotiation and hopefully we improve in time. It’s been a great two days! There are a very diverse number of people from different walks of lives and Jim kept us entertained throughout the whole two days!

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Investment Series - Virtual Instructor Led Training

Event 

Investment Series - Virtual Instructor Led Training
Title:
Investment Series - Virtual Instructor Led Training
When:
29 March 2021 - 01 April 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

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

Event 1: MPT, Efficient Markets & Behavioural Finance (29 Mac 2021)

Overview of Module 1

One of the traditional building blocks of Efficient Markets – the assumption of rational Investors – has now been seriously questioned since the emergence of Behavioural Finance as an accepted discipline. Participants will gain insight into a subject matter area which has now become accepted as highly relevant and mainstream in terms of both understanding the behaviour of market participants today and which is also now part of the Investment curriculums followed by those pursuing professional financial qualifications in the future.

You will learn:

  • How long term decline in returns from risk free investing has turned them into 'Return Free Risk'
  • What Equity Risk Premium looks like today across the world’s Markets
  • Observable Beta in today's Equity Markets

[Read more]

Event 2: Understanding the ETF Universe  (30 Mac 2021)

Overview of Module 2

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

[Read more]

Event 3: Asset Allocation, Risk Measurement & Management  (31 Mac 2021)

Overview of Module 3

The management of expectations is almost as important as the management of Client funds. What matters is defining ‘Performance’. Understanding the full universe of Investable opportunities is what matters, and appreciating the importance of the Correlations between them to minimize risk and meet Client objectives. Risk management involves defining what level of risk is deemed acceptable, and then striving to target those appropriate levels. However, risk cannot be managed easily unless it can be measured. There is no silver bullet out there for this task, but a range of tools to be employed where appropriate. 

You will learn:

  • Risk cannot be managed unless it can be measured
  • There will always be room for education when managing the Client relationship
  • Markets are far from 'Normal'
  • Observing Investment options from a purely risk perspective is not intuitive 

[Read more]

Event 4: An Introduction to Hedge Funds (1 April 2021)

Overview of Module 4

The relatively small Hedge Fund community attracts disproportionately high levels of publicity in the financial press. This can partly be explained by an ongoing lack of understanding of what Managers are doing on behalf of their investors. Some Managers use Derivatives, some do not; some use Leverage, others do not – all in pursuit of the same outcome: Absolute Return in all Market environments. This course is designed to demystify the industry and break down barriers which have appeared impenetrable to outsiders. 

You will learn:

  • Why they are called 'Hedge Funds' even though majority of them are not hedged at all
  • How Performance Fees are calculated
  • Understanding the difference between Net Asset Value & Gross Notional Exposure
  • How Hedge Funds fail – do not forget Operational Risk

[Read more]


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

Venue

Venue:
Virtual Instructor-Led Training (VILT)