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Portland Building Leeds Beckett.

London Stock Exchange Masterclass May 2016


Understanding Financial Markets 12 - 13 May 2016

Leeds Business School, in association with London Stock Exchange Group Academy is delighted to announce an exciting two-day master class hosted at Leeds Beckett University.

Location: Leeds Beckett University, Portland PD214, Level 2, Professional Practice Suite, 1 Portland Gate, Leeds, LS1 3HE.

The course fee is £520 (not including VAT) for two days inclusive of lunch and refreshments. Places are limited on this course so please book early to secure your place.

Travel: The venue is approximately a 15-minute walk from Leeds Train Station. If you are driving, the nearest car park is the Woodhouse Lane NCP multi-storey found at LS1 3HQ. This car park closes at 21:00.

Overview

Delivered by an international portfolio of London Stock Exchange Group Academy's top speakers, our Understanding Financial Markets course will take place over two days. This course will offer an authoritative and straightforward introduction to the mechanics of today’s global financial market place. London Stock Exchange Flipchart. Designed to explain the principal markets and the products traded, the course will be participative and interactive in nature. Whatever your learning objectives or prior knowledge, time will be devoted to ensure your questions are answered.

The course will describe the financial world in clear, easy to understand terms and will provide an overview of commercial and investment banking, foreign exchange, money and bond markets, stock markets and derivatives and an up-to-date analysis of the global financial crisis and its ongoing impact.

Ideal For

Recent graduates, lawyers, accountants, compliance, internal audit, HR, IT and public relations professionals who want to broaden their knowledge; non-executive directors and trustees of pension funds who wish to familiarise themselves with financial market activities; and anybody new to the City needing to gain a broad understanding of today’s financial markets.

Why attend?

You will gain full insight into the purposes of the financial markets, the key participants and the role of the regulatory institutions.

You will also acquire a grounding in the main financial products and how they are used, including bonds, equities, futures and forwards, swaps and options. The course will emphasise the practical rather than theoretical and will unravel some of the mystique and jargon surrounding today’s financial markets. In addition to addressing the traditional asset classes, the course will look at alternative investments and those associated with them.

Course Speakers

Plus Icon Course leader: Martin Russell
Martin gained treasury and corporate finance experience in banking, starting in the 1970’s and then in two FTSE 100 corporates and a mortgage bank. Through Russell & Associates, he provides financial and business education to such institutions as domestic and overseas regulatory bodies, central banks and Lloyd’s, to
banks of all sorts, insurance brokers and underwriters, major law firms, corporations like the Financial Times and Thomson Reuters, and to the public sector – government departments and agencies, the Bank of England, City of London Corporation and to individual MPs and Peers.

Since 2002, he has been the Course Director of the renowned FT ‘Introducing the City’ evening programme. He has delivered five annual programmes for Members of Parliament and for Members of the House of Lords on behalf of the Industry & Parliament Trust. He lectures at Middlesex University Business School, from whom he received an honorary doctorate in 2015, and elsewhere.

Martin has been a Fellow of the Association of Corporate Treasurers since 1981. He was appointed a Deputy Lieutenant of Greater London in 1996.
Plus Icon James Andrews
James Andrews joined national stockbroking and wealth management firm Redmayne-Bentley as Head of Investment Management in February 2016. James is based at the firm’s head office in Bond Court, Leeds and has responsibility for the investment management teams in Leeds, London and Locksbottom (Kent), as well as responsibility for investment strategy across the firm.

Before Redmayne-Bentley, James was at KPMG, where he was Head of Equity Research in their Investment Advisory division and advised large corporate pension schemes on their investments. He also spent around seven years as a UK Equity Manager for the West Yorkshire Pension Fund, managing around £500m of UK equities.

James has an MBA from the University of Leeds and is a Chartered Wealth Manager.

Plus Icon Tracey Paul-Clark
Tracey Paul-Clark is a member of the London Stock Exchange Group Academy’s training faculty and began her career in retail banking in 1982, initially with NatWest and then with TSB Bank PLC, becoming an Associate of the Chartered Institute of Bankers in 1989. She gained experience of both branch and head office banking, including a period implementing TSB’s Total Quality Management programme.

Tracey joined the London Stock Exchange at the Leeds Regional Office in 1994 to manage relationships with key local constituents, including stockbrokers, listed companies and professional advisors. The design and launch of the AIM Market at this time called for heavy involvement of regional staff. She moved to the London office at the end of 1995 to take up a UK marketing manager role.

In 1998, Tracey left the London Stock Exchange to set up and manage her own business venture. She returned in 2001 to become primary account manager for a portfolio of member firms based around the UK, and joined the training & consultancy team in early 2004. Tracey has since developed and delivered training programmes around the financial markets, including the Trading on the London Stock Exchange programme.

Tracey holds an MBA in Business Administration from Bradford University Management Centre, and also the Chartered Institute of Marketing Postgraduate Diploma.
Plus Icon Andreas Loizou
Andreas designs and delivers courses in finance around the world. His current client list includes the Bank of England, the FCA, Lloyds (Corporate and
Investment Banking) and Santander. In the past, Andreas has led programmes at CSFB, Barclays, the FSA, Reuters, HSBC and IBM.

Andreas also provides individual coaching on communications and technical areas to a FTSE 100 company board director and senior partners at ‘magic circle’ law firms. He has also written 80 modules on corporate finance and company valuation for Intuition. Andreas was a director of training at FT Knowledge and was voted Best Speaker at the internationally renowned Financial Times Intro to the City Programme for six years running.

Andreas began his career working for PwC in London where he qualified as a chartered accountant. He then worked as an equity analyst in the banking sector at
Goldman Sachs. At BNP Paribas, he was responsible for editing and signing off equity research.

The Financial Times published Andreas’ book, The Devil’s Deal, in February 2012. A thriller that teaches readers how the financial markets work, FT Prentice Hall selected The Devil’s Deal as one of its six key books for 2012 and it featured in WHSmith’s Top 20 Business Books list.

Additional speakers to be confirmed.

London Stock Exchange Masterclass Schedule

Plus Icon Day One: 09:00 - 17:00

Introduction and Overview

Introduction: retail versus wholesale; risk and return; yield curve; taxation; accounting; role of government and central banks; borrowers and lenders and the differences in what they require. Market structures: exchange-traded; OTC Central counterparties; brokers; market makers. London Metal Exchange DVD; buy-side and sell-side institutions; primary and secondary markets; regulation and capital adequacy.

Economics and Financial Markets

• What economic data matters to the markets?
• Why is the City so driven by statistics from overseas?
• Data that is important to money markets, bond markets and to stock markets.
• How traders interpret and use data, and how the statistics are produced.
• Where do we stand at present and what can we expect in future?
• Key things to watch in 2016.

The Equity Markets

• Primary markets - types of flotation.
• The main market v AIM - alternative trading facilities.
• Secondary markets – instruments traded and key participants.
• Corporate actions - share splits, rights issues, buybacks, dividends.
• The regulatory framework.
• A changing environment - high frequency trading and dark pools, trade reporting and commission allocation.
Plus Icon Day Two: 09:00 - 16:00

Money Markets and Foreign Exchange

Money market and foreign exchange instruments, price discovery, trading and settlement, netting and offsetting
classes.

Investment or Fund Management

Active versus passive; selection of benchmarks; diversification and portfolio management theories; asset classes, traditional and alternatives; technical
and fundamental analysis; exchange traded funds, pension funds, unit and investment trusts, sovereign wealth funds, hedge funds.

The Derivatives Markets

Derivative products: futures, options, swaps, indices, credit derivatives.

The Bond Markets

Fixed income or bond markets, including Order Book for Retail Bonds; issuance, rating and trading.

Book now

For any enquiries about the course please email enterprise@leedsbeckett.ac.uk or call 0113 812 1904.

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