Equity Derivatives Boot Camp

Tuesday, September 25, 2007

About

With investment capital pouring into financial markets at a growing pace, market participants have recognized equity derivatives as a powerful tool for leveraging returns, diversifying risk and hedging market exposure.

Equity derivatives have a broad range of applications. They allow their users to gain synthetic exposure to a variety of equity assets, from common stocks to fund interests to hedge existing equity positions, or to take a directional view on certain equity securities. To fully utilize equity derivatives in achieving your financial goals in today’s multi-trillion dollar derivative market, you should ensure that your team has the most current and comprehensive working knowledge and expertise in this area.

This publication from ACI’s Equity Derivatives Boot Camp will guide you on why and how to capitalize on the increasing presence of equity derivatives transactions in the marketplace and will explain and review the strategies, reasons, and risks involved when employing equity derivatives.

Contents & Contributors

About

With investment capital pouring into financial markets at a growing pace, market participants have recognized equity derivatives as a powerful tool for leveraging returns, diversifying risk and hedging market exposure.

Equity derivatives have a broad range of applications. They allow their users to gain synthetic exposure to a variety of equity assets, from common stocks to fund interests to hedge existing equity positions, or to take a directional view on certain equity securities. To fully utilize equity derivatives in achieving your financial goals in today’s multi-trillion dollar derivative market, you should ensure that your team has the most current and comprehensive working knowledge and expertise in this area.

This publication from ACI’s Equity Derivatives Boot Camp will guide you on why and how to capitalize on the increasing presence of equity derivatives transactions in the marketplace and will explain and review the strategies, reasons, and risks involved when employing equity derivatives.

Contents & Contributors

OPTIONS: KEY TERMS, HEDGING AND USES – PART II
Chris Loudon, BNP Paribas

EQUITY SWAPS – DEFINITIONS AND APPLICATIONS
Harry Jho, Harry Jho, LLC

EQUITY FORWARDS – TOOLS FOR HEDGING AND MONETIZATION
Gary Rosenblum, Merrill Lynch
Michael Macchiarola, Cadwalader, Wickershaw & Taft LLP

UNDERSTANDING THE UNIQUE LEGAL CONSIDERATIONS RAISED BY EQUITY OPTIONS, SWAPS AND FORWARDS
Anthony Cicia, Morgan Stanley
Angie Karna, Global Markets, Lehman Brothers

2007 STRUCTURED FUND PRODUCTS
Matthew Kerfoot, HSBC

VARIANCE SWAPS
Steve Milankov, Societe Generale

CONVERTIBLE BONDS: A MODEL AND RECENT INNOVATIONS
Robert Evans III, Shearman & Sterling LLP

ACCELERATED STOCK BUYBACKS
Jonathan Lindabury, Goldman Sachs
Jason Lee, Equity Derivatives Desk, Goldman Sachs

CAPITAL RAISING WITH PRIVATE ISSUER DERIVATIVES
Glen A. Rae, Bank of America Securities



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