Price (from): €1,636 / day
Paul started his Investment Management career at Royal Insurance in 1983. Following successful completion of the Society of Investment Analysts Associateship, Paul joined the small team managing Royal’s in-house long term UK Equity portfolios.
In 1990, following the lifting of exchange controls in Stockholm, he joined the Swedish insurer Trygg-Hansa’s London start-up operation to manage its UK Equity exposure.
In 1994 Paul moved into the Private Client arena, as part of the Investment Unit of Lloyds Private Banking & over a two year period diversified away from an exclusive analytical/Fund Management role to incorporate an extensive presentational package on the Bank’s investment strategy delivered ‘on the road’ to its network of offices around the country.
In 1996 Paul took the opportunity offered by the Bermuda-domiciled Bank of Butterfield to head up the global Equity research effort in London in support of the Bank’s (offshore) private client base. While his freelance financial training commitments grew, Paul had a spell with an international high-risk security company analyzing the operations of quoted oil & mining corporates worldwide.
In 2000 Paul moved into full-time training with DC Gardner, the in-house tailored training arm of Euromoney Institutional Investor, specializing in Fund Management, Equity Markets, Private Banking & Hedge Funds.
In 2004 he set up his own company, Chadley House Training Limited, structured to work with existing training providers in the market place. The business has grown & diversified the Client base, establishing fresh local relationships with providers in Asia, the Middle East & West Africa.
Clients trained include Citigroup, Man Investments, Axa Investment Managers, Barclays Global Investors, Brevan Howard, Hoare & Co, Renaissance Capital, Nigerian Stock Exchange, Kuwait Investment Authority, Bank of China, Huarong Securities. Paul is also a member of the London Stock Exchange Academy Training Team & an Adjunct Teaching Fellow with the UCL School of Management, delivering a one-term Masters level Investment Management module at their newly established location in Canary Wharf.
About the training
This two-day interactive program is designed to offer a practical insight into today’s Equity Capital Markets, from the different viewpoints of the full range of participants – Investment Banks, Institutional Investors, Private Equity Houses & Corporates. The program will cover both the Primary New Issuance process & the subsequent Secondary trading & investing activity. With the latter, today’s Equity Markets are increasingly influenced by both Derivatives & Electronic trading across multiple platforms.
Does it matter from a Corporate’s perspective to being listed in an Index?
How the Investment Bank syndicates organize & price the New Issuance process
What Institutional Investors are looking for with newly listed businesses?; Investing or Trading? The rise of High-Frequency Trading & Dark Pools
The importance of the Derivatives Markets in determining the values of underlying share prices.
Structuring a New Equity Listing – The Primary Markets – An Issuer & Investor perspective
Cross Border Listings & Follow-on Funding
Private Equity involvement in today’s Equity Capital Markets
Life as a listed entity - The Secondary Equity Markets
Exchange Traded Funds – the new paradigm for Equity Investing & Trading
Valuing the Company – A relative peer group perspective
Equity Derivatives - An introduction to Options
Equity Derivatives – Index Futures, Contracts for Difference & Swaps
More trainings of the trainerWealth Management – Understanding your Clients as well as your Markets (2 Days) Equity Valuation Workshop (2 Days) Understanding Hedge Funds (2 Days)