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.
Click here to download Chapter 1 of The Wall Street MBA by Telestrat President Reuben Advani
| 9:00 a.m. - 10:00 a.m. |
Background on SecuritiesCapital Formation, Securities’ Classes, Securities and Hedging |
| 10:00 a.m. - 11:00 a.m. |
StocksStructure, Valuation, Volatility Measures, Bid/Ask, Pricing |
| 11:00 a.m. - 12:00 a.m. |
BondsStructure, 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. |
OptionsStructure, Calls vs. Puts, Options in Hedging, Black-Scholes Model, Pricing |
| 2:00 p.m - 3:00 p.m |
FuturesCommodities, Cost of Carry, Exchanges, Fair Value, Pricing |
| 3:00 p.m. - 3:30 p.m. |
CurrencyCurrency Options, Economic Influences, Pricing |
| 3:30 p.m. - 4:00 p.m. |
ArbitrageOption Arbitrage, Currency Arbitrage, Merger Arbitrage, Index Arbitrage, Pricing |
| 4:00 p.m. - 5:00 p.m. |
Ethical Implications of Insider TradingInsider 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.
