Telestrat is a worldwide leader in continuing legal education (CLE) courses. Our Telestrat MBA Seminar Series has brought the world of finance, accounting, and business strategy to lawyers in the U.S., Europe, and Asia.

Stocks, Bonds, and Derivatives

New York, NY - Approved for 7.5 professional practice credits

This seminar has been postponed, but a new date has not yet been set. Please contact our office at 1.877.647.5460 for more info.

Date:July 22, 2008
Time:9:00 a.m. - 5:00 p.m.
Location:Courtyard New York Manhattan/Midtown East
Tuition:$399 (until July 8, 2008)
$449 (after July 8, 2008)

(Call about special group rates)

Attorneys play a vital role in capital formation and deal structuring for companies of all sizes. This Continuing Legal Education (CLE/MCLE) course is designed to offer attorneys a better understanding of the financial instruments they help structure. Topics covered will include: stocks, bonds, options, futures, and currency markets. The course will also introduce basic concepts of arbitrage in a manner that requires no mathematical background. Additionally, the course will explore these concepts in the context of real cases drawn from recent transactions.

9:00 a.m. - 10:00 a.m.
Background on Securities
Capital Formation, Securities’ Classes, Securities and Hedging
10:00 a.m. - 11:00 a.m.
Stocks
Structure, Valuation, Volatility Measures, Bid/Ask, Pricing
11:00 a.m. - 12:00 a.m.
Bonds
Structure, Valuation, Debentures, Coupon vs. Yield, Fixed vs. Floating, High Yield Debt, Pricing
12:00 p.m. - 1:00 p.m.
Lunch (on your own)
1:00 p.m. - 2:00 p.m.
Options
Structure, Calls vs. Puts, Options in Hedging, Black-Scholes Model, Pricing
2:00 p.m - 3:00 p.m
Futures
Commodities, Cost of Carry, Exchanges, Fair Value, Pricing
3:00 p.m. - 3:30 p.m.
Currency
Currency Options, Economic Influences, Pricing
3:30 p.m. - 4:00 p.m.
Arbitrage
Option Arbitrage, Currency Arbitrage, Merger Arbitrage, Index Arbitrage, Pricing
4:00 p.m. - 5:00 p.m.
Ethical Implications of Insider Trading
Insider Trading Defined, Costs Involved, Parties Responsible

Reuben Advani

Former Investment Banker, Author, Professor

Reuben Advani is president of Telestrat Consulting, Inc., a financial advisory boutique which specializes in corporate valuation. Mr. Advani began his career with the Wall Street bank, Morgan Stanley & Co., Inc. where he worked in the firm’s corporate finance division. At Morgan Stanley, he performed detailed valuation analysis on acquisition targets for Fortune 500 companies and oversaw the coordination of several debt and equity issuances. After Morgan Stanley, Mr. Advani joined Sony Corporation of America where he was active in the development of Sony's online initiatives. Mr. Advani has provided consulting services to companies throughout the U.S. and Latin America and has held interim positions with several of them including CFO and COO. He is a frequent speaker on topics ranging from corporate valuation to financial reporting and is the author of The Wall Street MBA (McGraw-Hill).

Mr. Advani holds a BA from Yale University and an MBA from the Wharton School, and serves as an adjunct professor of finance at Drexel University.

Dave Shuster

Tax Partner, Hogan & Hartson LLP

Dave Shuster is a tax partner at Hogan & Hartson LLP, an international law firm. His practice focuses on advising and representing clients in their controversies with the IRS and state taxing authorities at all levels (audit, administrative appeals, mediation, court litigation). He also counsels corporations, partnerships, private foundations, public charities, and individuals in federal and state tax planning and compliance. Prior to Hogan, Mr. Shuster began his legal career at the United States Department of Justice, where he was appellate counsel to the government in a wide variety of federal tax cases. There he briefed and orally argued cases in nearly all of the federal circuit courts of appeals. He also advised and assisted the Solicitor General's office in its Supreme Court litigation.

Mr. Shuster holds a JD and an LLM from the New York University School of Law, and a BSEE from the University of Michigan.

Courtyard New York Manhattan/Midtown East
866 Third Ave. (between 53rd and 52nd)
New York City, NY 10022
212.644.1300

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