財務金融人才


投資組合管理策略工作坊
Advanced Workshop on Investment Portfolio Management Strategies

8/7(三)、8/8(四)  每天 09:00-17:00

 

 目標學員

適合具 5~8 年 金融商品、金融市場、交易室、財務、資金管理等實務經驗之銀行從業人員

 

 課程大綱

◆

Revisiting the investment management process and portfolio management theory

◆

Portfolio Risk Management

◆

Managing an equity portfolio

◆

Managing a fixed income portfolio

◆

Property portfolio management

◆

Managing currency and international asset portfolios

◆

Managing Alternative Asset class portfolios

◆

Performance measurement and Sustainable Finance, ESG and managing ethical mandates

 

講師介紹 - Mr. Peter Pontikis

 

Director of New Business for An Australian based Fintech involved in Treasury & Wealth Management Services

As well as Investment director (and investor) in a Mid-Cap Indian equity Fund. Immediately previously served as a Director (Private Wealth Services) for BT Private Wealth with more than three decades of investment, corporate dealing, trading and research experience in currencies and global money markets.

 

 

另類投資商品設計工作坊
Advanced Workshop on Designing Alternative Investment Products
9/25(三) 每天 09:00-17:00

 

 目標學員

適合具 5~8 年 金融商品、金融市場、交易室、財務、資金管理 等實務經驗之銀行從業人員

 

 課程大綱

◆

Introduction to Alternative Investments Design

◆

Risk and Return Characteristics

◆

Regulatory Landscape and Compliance

◆

 Structuring Alternative Investment Products

◆

 Innovations and Emerging Trends and Best Practices

 

講師介紹 - Mr. Andrew Doyle

 

Associate trainers

Andrew has over 25 years of international financial markets and training experience in Asia and Australia.
Andrew is based in Singapore and is one of Intuition’s associate trainers. He remains active in the areas of equity, currency, interest rates, credit and derivative trading and marketing as well as operational and technological support providing advice to governments, banks and corporations, including many in Greater China.
 

 

資金調度管理應用實務工作坊
Advanced Workshop on Capital and Cash Flow

Management Application Practices
10/16(三)  09:00-17:00

 

 目標學員

適合具 5~8 年 金融商品、金融市場、交易室、財務、資金管理 等實務經驗之銀行從業人員

 

 課程大綱

◆

Principles of Capital Management

◆

Regulatory Cash Flow Analytics – LCR and NSFR

◆

Cash Flow Analysis – Net Interest Margin Approaches

◆

Equity Components and Regulatory Capital

 

講師介紹 - Dr. Mark Holder

 

Mark has designed and carried out an extensive array of training programs for a wide range of clients, from Global IBs, hedge funds, asset managers to exchanges and private wealth managers. His experience in derivative product design, structured product pricing, economics, and business development allows him to convey information to program participants that accurately reflects real world conditions and markets. Participants note that they feel much more “Desk-Ready” after having spent time in his programs. They also indicate that Mark explains difficult topics and concepts, from mathematics and probability theory, to bond pricing, in a readily approachable manner that makes understanding and application far more intuitive.

 

財務金融人才


投資組合管理策略工作坊
Advanced Workshop on Investment Portfolio Management Strategies

8/7(三)、8/8(四)  每天 09:00-17:00

 

 目標學員

適合具 5~8 年 金融商品、金融市場、交易室、財務、資金管理等實務經驗之銀行從業人員

 

 課程大綱

◆

Revisiting the investment management process and portfolio management theory

◆

Portfolio Risk Management

◆

Managing an equity portfolio

◆

Managing a fixed income portfolio

◆

Property portfolio management

◆

Managing currency and international asset portfolios

◆

Managing Alternative Asset class portfolios

◆

Performance measurement and Sustainable Finance, ESG and managing ethical mandates

 

講師介紹 - Mr. Peter Pontikis

 

Director of New Business for An Australian based Fintech involved in Treasury & Wealth Management Services

As well as Investment director (and investor) in a Mid-Cap Indian equity Fund. Immediately previously served as a Director (Private Wealth Services) for BT Private Wealth with more than three decades of investment, corporate dealing, trading and research experience in currencies and global money markets.

 

 

另類投資商品設計工作坊
Advanced Workshop on Designing Alternative Investment Products
9/25(三) 每天 09:00-17:00

 

 目標學員

適合具 5~8 年 金融商品、金融市場、交易室、財務、資金管理 等實務經驗之銀行從業人員

 

 課程大綱

◆

Introduction to Alternative Investments Design

◆

Risk and Return Characteristics

◆

Regulatory Landscape and Compliance

◆

 Structuring Alternative Investment Products

◆

 Innovations and Emerging Trends and Best Practices

 

講師介紹 - Mr. Andrew Doyle

 

Associate trainers

Andrew has over 25 years of international financial markets and training experience in Asia and Australia.
Andrew is based in Singapore and is one of Intuition’s associate trainers. He remains active in the areas of equity, currency, interest rates, credit and derivative trading and marketing as well as operational and technological support providing advice to governments, banks and corporations, including many in Greater China.
 

 

資金調度管理應用實務工作坊
Advanced Workshop on Capital and Cash Flow

Management Application Practices
10/16(三)  09:00-17:00

 

 目標學員

適合具 5~8 年 金融商品、金融市場、交易室、財務、資金管理 等實務經驗之銀行從業人員

 

 課程大綱

◆

Principles of Capital Management

◆

Regulatory Cash Flow Analytics – LCR and NSFR

◆

Cash Flow Analysis – Net Interest Margin Approaches

◆

Equity Components and Regulatory Capital

 

講師介紹 - Dr. Mark Holder

 

Mark has designed and carried out an extensive array of training programs for a wide range of clients, from Global IBs, hedge funds, asset managers to exchanges and private wealth managers. His experience in derivative product design, structured product pricing, economics, and business development allows him to convey information to program participants that accurately reflects real world conditions and markets. Participants note that they feel much more “Desk-Ready” after having spent time in his programs. They also indicate that Mark explains difficult topics and concepts, from mathematics and probability theory, to bond pricing, in a readily approachable manner that makes understanding and application far more intuitive.

 

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