Les Echos Formation
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Référence du produit : EC291

Learning Finance Expedition in London : Understand the world of finance

Understand the world of finance

Objectifs de la formation

At the end of the programme, the participants will:

Be entertained during three days, both technically and socially in the heart of London

Meet with Finance experts in a relaxed and stimulating environment

Understand how the City of London works as the world capital of Finance

Discover the main actors in Finance

Discover the key financial products through recognised professionals, namely M&A, equity, debt and derivatives

Publics concernés

CEO
CFO

Pré-requis de la formation

  • Cette formation ne nécessite pas de prérequis.

Notre programme de la formation

1ère journée

09:00 - 09:30

Why City Training UK?

Client Focus – A small London-based friendly team dedicated to its clients and tailoring courses to your business. Experience and professionalism – Our trainers all held or are currently holding senior positions in the City, Wall Street and are talented lecturers. Practical Programmes – Up-to-date, practical training including all the latest trends and recent case studies in your field. From heads of departments to credit analysts, recent graduate joining M&A, vice-president in private equity, middle office risk professionals, our trainers have trained thousands of professionals at the following leading institutions worldwide.

Introduction - Go around the room

09:30 - 12:30

Overview of the City of London

  • In this session participants will discuss the City of London, its location and main players. The trainer will cover the recent regulations and the impact of Brexit.
    • Who is located where?
      • Investment banks, private equity, hedge funds, lawyers, auditors, consultants,
      • The City, Canary Wharf, Mayfair, Soho, etc.
    • Buy-side/sell-side
    • Individual markets e.g. London Stock Exchange, Lloyds, Metals exchange, etc.
    • Balance sheet banks vs advisory only banks (Barclays vs. Rothschild etc)
    • Regulations - Basel and the FCA (Financial Conduct Authority)
    • Impact of Brexit on City: analysis of potential scenarios

    12:30 - 14:00

    Lunch 🍜

    14:00 - 15:00

    Capital Markets Fundamentals

  • In this session participants will cover the main functions of the capital markets. Most importantly, the key players, banks and investors are covered in detail. Participants will then examine the life of a corporate and review the funding options.
    • What financial markets do?
    • Who are the major players?
    • Domestic and international capital markets
    • Debt versus equity
    • Primary versus secondary market
    • Distinguishing between retail, corporate and investment banking
    • Buy side versus sell side
    • League tables, equity & debt underwriting
    • Loan and bond markets
    • Corporate advice and finance
    • Where transactions take place: Exchanges vs. OTC vs. ECNs
    • The buy-side industry/investors
    • Active vs. passive investment management
    • Asset allocation

    15:00 - 17:00

    Visit of London Stock Exchange

    2ème journée

    09:00 - 09:30

    Introduction

    09:30 - 12:30

    Mergers & Acquisitions

  • In this session participants will cover the main debt products available to corporates. The bond issuance process and key documentation are discussed. Both long and short term, and public and private financing options are explained
    • Mergers & Acquisitions, debt restructuring
    • Private transactions
      • Deal sourcing
      • Strategy to approach investors initially
      • Submission of non-binding offers
      • Due diligence and virtual data room
      • Submission of binding offers
      • Negotiation and completion
      • Post-merger integration

    12:30 - 14:00

    Lunch 🍜

    14:00 - 17:30

    Mergers & Acquisitions

    • Public Takeovers
      • Public takeovers vs. private transactions
      • General principles of the takeover code
      • Mandatory offer
      • Squeeze-out mechanism
      • Offer price
      • Counter-offers
      • Timetables
      • Bidder's strategy and tactics
      • Target's defence strategy and tactics

    17:30 - 18:30

    Visit of London Eye

    3ème journée

    09:00 - 09:30

    Introduction

    09:30 - 12:30

    Equity Capital Markets

  • In this session we introduce equity markets and products. We will drill down on the characteristics of equity and introduce comparable and fundamental equity valuation. We will focus on the life-cycle of equities, starting with the Initial Public Offering and moving afterwards to secondary offerings (rights issues, accelerated book building, bought deals, etc.). We will also look to the secondary market, including motivations of investors, as drivers of the cost of equity.
    • Types of shares
    • Equity markets and trading systems
    • Introduction to equity pricing
    • Initial public offering - company life cycle, process
    • ECM role and fees
    • The need for re-capitalization and follow-on placements, including private placements and rights issuances as alternatives
    • ABBs (Accelerated book build)
    • Rights issues
    • Process and recent market deals

    12:30 - 14:00

    Lunch 🍜

    14:00 - 16:30

    Debt Capital Markets

  • In this session participants will cover the main debt products available to corporates. The bond issuance process and key documentation are discussed. Both long and short term, and public and private financing options are explained
    • The corporate lifecycle and debt financing options
    • Bond issuance process
      • Due diligence
      • Prospectus
      • Roadshow
      • Syndicate and bond allocation
      • Market making and after-market
    • Short-term debt funding
      • Overdraft/ Revolving credit facility/Commercial paper
    • Long- term debt funding
      • Bank debt
      • Publicly issued bonds

    16:30 - 17:30

    Derivative and Risk Management

    • What does treasury do?
    • Defining different types of risk
    • Hedging foreign exchange risks
    • Covering interest rate risk
    • Understanding commodities risk
    • Overview of key products: futures, forward, options, swaps

    17:30

    Farewell drink

    « Take-away » de la formation

    City Training UK is delighted to introduce its three-day learning expedition in the heart of the City of London. The participants will understand how Finance works, including Mergers & Acquisitions (M&A), Initial Public Offering (IPO), debt issuance and risk management.

    The training will also include visits to the London Stock Exchange, a guest speaker and social events (London Eye and evening drinks).

    Vos experts

    Serge VIDAL

    Le déroulé de votre formation

    Au-delà du contenu

    Nous sommes très attachés aux valeurs de partage, d'échanges, de plaisir, associées à la formation professionnelle. Quel que soit le format que vous choisissez, en présentiel ou à distance, nous nous engageons à ce que votre formation soit un réel moment de convivialité. Nos équipes comme notre réseau d'experts sont sensibilisées à ces valeurs.

    Et pour les petites questions pratiques qui vont vous faciliter la formation :

    Taille du groupe

    La formation sera suivie par un groupe de 5 à 8 personnes

    Pour toutes questions

    Contactez votre responsable pédagogique ou le service client

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    Café et thé en libre service

    Au-delà de votre formation

    Sélectionner Les Echos Formation, c'est faire le choix d'un réseau d'échange et de partage entre pairs et experts. Ainsi, en sus de votre formation, vous bénéficierez d'un programme de 6 webinars par an, co-animés par nos experts, et de soirées parisiennes favorisant le réseautage.

    Johan Chassagne

    Responsable éditorial

    Johan CHASSAGNE

    « Construisons ensemble votre projet de formation »

    johan.chassagne@wolterskluwer.com LinkedIn

    Formation disponible uniquement en intra

    Organisez une formation dédiée à vos collaborateurs

    Durée : 3 jours
    Code : EC291
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    Participants formés en 2020

    1178

    Participants formés en 2020

    Taux de satisfaction

    98%

    Taux de satisfaction

    Taux de certification

    75%

    Taux de certification

    Besoin d'aide dans votre projet ? L'équipe Les Echos Formation est là pour vous !

    Nous contacter

    Les Echos Formation offre une large gamme de formations professionnelles sur les principaux thèmes de l'actualité des différents métiers et secteurs d'activité. Notre équipe pédagogique et nos formateurs experts croyons en notre singularité pour vous apporter une approche pédagogique qui développera vos compétences et changera votre regard sur le monde.

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