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Equities
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| Duration: One Day |
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Equities are the other product besides bonds that should be part of a basic asset allocation. These are the products that fuel our capital market system and provide funding for our economy. Become familiar with equity product types including hybrid securities and motivations for issuers and investors. Learn about the entire range of equity products and examine general and specific characteristics. Explore current trends.
| Topics include: |
• Depository receipts, subscription rights, warrants, units
• Impact and effect of income flows and corporate action events
• Issuance process |
• Issuer and investor profiles and tax treatment
• Support issues
• Types of equities: common, preferred |
| Benefits of attendance: |
• Appreciate the impact of dividends and corporate actions
• Become familiar with the issuance process of equity securities
• Broaden an understanding of equity markets |
• Build a solid understanding of equity products
• Learn about American Depository Receipts (ADR)
• Understand relevant terminology |
| Staff from the following areas should attend: |
• Accounting
• Compliance
• Information Technology |
• Middle Office
• Operations
• Internal Audit |
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| GET THE JEREMIAH ASSOCIATES REAL WORLD ADVANTAGE |
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©Copyright 1999 - 2011 | Jeremiah Associates LLC
17 State Street, 16th Floor, Box 130
New York, NY 10004 | 212.363. 8622 | joc@jeremiahassociates.com |
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