Fixed Income 101: Products & Markets
April 24, 2012
Registration Fee: US$895.00 Register Location Instructor
Many classes sell out; we suggest registering at least one week in advance to ensure your seat.
Beginner/Intermediate Level, 7 CPE Credits
Instructor: Jerry O'Connell
Hours: 9:00 am - 5:00 pm; Registration/Breakfast begins at 8:30 am
Location: New York City, Bayard's, One Hanover Square
This intensive one-day seminar introduces fixed income products. We will examine basic products with an emphasis on characteristics, features, investors, issuers, trading marketplaces and risks & rewards. This inter-active class does not require more than basic math skills.
Course Outline
Significant Events
--Impacting the financial services industry
--Product introduction
--Regulations
Participants and their roles
--Investors; the Buy-side
-Retail
-Institutional
--Issuers
--Broker/Dealers – the Sell-side
--Industry Utilities
--Industry Service Organizations
Bond Concepts
--Interest Rates
-Conventional Yield Measures
--Calculations
--Ratings
--Term
--Yield Curves
Fixed Income Securities
--Types & Characteristics
-Government securities
-Treasury bills;
-Notes;
-Bonds
-Agency, STRIPS, TIPS
-State and local government
-General obligation;
-Revenue
-Corporate bonds
-General obligation
-Indenture
Trading MarketPlaces
--Traditional Exchanges
--Over the Counter
--Electronic Markets
--Quotes
Risks/Reward
--Risks
-Default
-Interest Rate
-Inflation
-Liquidity
--Rewards
-Capital Gains
-Interest Income
-Entitlements
-Remedies in the event of default