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Equity Capital Markets (2 Days)

by Paul Meadows

Languages: English

Price (from): €1,636 / day

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About the trainer:

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.


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Equity Capital Markets (2 Days) by Paul Meadows

About the training

#Order Driven & Quote Driven Price Discovery   #New Issue is priced in a Tender Offer   #Greenshoe option   #Margin calculations behind Short Selling   #Valuation methodology   #Equity Option contracts

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.

Learning objectives

  • What drives a Corporate’s decision on where to list?
  • What does it cost to list on Exchange & how is this broken down?
  • Why would Corporate use Depositary Receipts & how do they work exactly?
  • How do Private Equity houses value unlisted businesses they invest in?

Does it matter from a Corporate’s perspective to being listed in an Index?

Learning outcomes

New Issuance process

How the Investment Bank syndicates organize & price the New Issuance process

Find the Answers

What Institutional Investors are looking for with newly listed businesses?; Investing or Trading? The rise of High-Frequency Trading & Dark Pools

The Derivatives Markets

The importance of the Derivatives Markets in determining the values of underlying share prices.


  • Day One:

  • 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

  • Day Two:

  • 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

Main benefits

  • #Wide collection of the biggest experts
  • #Filters for all kinds of needs
  • #User friendly platform
  • #Fast and cheap
  • #Highest level of proficiency