Transcript MarketSavvy-Full Program

Agendas & Topics discussed
1. MarketSavvy
• The Intention of MarketSavvy is to create a forum for participants to get a
real world feel for how to follow the Financial Markets. It is meant to be
complementary to the theory learned through school by giving a more
practical and Market focused approach to understanding the Global
Financial universe.
• The focus here will be on the US financial markets which will act as a ‘global
currency’ for any career in finance participants intend to pursue.
AGENDA:
In the intro session we spend the majority of the time outlining the core industries
of the US financial markets. We focus on Sectors, Players and key market
functions to give participants a birds-eye-view of all that is going on in the
system. Many of the industries covered can be found in the agenda for Topic 1.
1. US government structure
• Outlining the 3 branches and their function as it relates to business
2. The Core Financial Market
• Breaking down the underlying components and their material impacts
3. Capital Markets
• Defining the sub-sectors that exist in this area
4. Public Agencies
• Outlining those governmental (or near governmental) agencies who impact
the financial markets
5. Peripheral Financial Industries
• Defining those sectors who’s business model depends on the functioning of
the financial markets
AGENDA:
1. Introduction to the Core of the Financial System
• National Banks – breakdown of key lending sectors
• Capital Markets – breakdown of key sectors
• Insurance – focus on risk dispersion
2. Central Banks & Government Agencies
• Central Banks and Treasury
• Government Sponsored Entities
3. The Regulatory Environment
• Regulators and Key Regulation
4. SupraNational Banks
• Financial Institutions above Central Banks
5. The Ratings Agencies
6. Peripheral Financial Players
• Financial Services Firms
• Data Providers
• Business Media
The content of this presentation will be centred on Bank of America
AGENDA:
1. BofA Business Segment Breakdown
• Annual Report breakdown
• Review of Divisions and Business Lines
• Find out what a large institution like BofA does in normal operations
 Revenue/Income concentration analysis
 Product offerings
• How they make money
• How they report income
2. How do financial institutions advertise what they do to the market
• Identify gaps between this and how they report
3. Review of BofA Brands
• How a major financial institution handles brand management
4. Investigate how financial institutions advertise career paths
Additional Topics
1. Intro to Securitization
2. Intro to BofA and the Credit Crisis
The content of this presentation will be centred on Goldman Sachs
AGENDA:
1. Goldman Sachs Business Segment Breakdown
• Annual Report breakdown
• Review of Divisions and Business Lines
• Find out what a large institution like Goldman does in normal operations
 Revenue/Income concentration analysis
 Product offerings
• How they make money
• How they report income (Noteworthy Revenue/Expenses commentary)
2. Funding
• How institutions like this fund their operations and how they manage this
part of the business
Additional Topics
3. Off Balance Sheet Transactions
4. Risk Management
5. Balance Sheet Management
The content of this presentation will be centred on Canada and the US
AGENDA:
1. Major global countries and their core statistical breakdown
• Review and compare key metrics like GDP/capita, Debt levels, Trade
balances and rankings of certain stats.
2. GDP & Production
• In keeping with the main MarketSavvy theme, If countries were a business,
how do they make money?
 Which elements of GDP should be considered as non-productive from
a global competitiveness perspective.
• How does GDP differ from Exports and which should be given greater
importance
3. Funding & Debt
• How does each Government pay its bills?
Examples of
Advanced
Topics
Advanced Topics
Introduction to Financial Markets – Main Institutions & Players
Introduction to US National Banks – Divisions , Profitability & the
Basics of Funding
Financial Markets
Types of International Exchanges
History/Trends of Western Markets
Intro to Securitization and CDOs?
Introduction to Investment Banks – Divisions , Profitability & the
Basics of Funding
Country and Industry Indicators – Knowing the Sovereigns
People in the Markets
Leading CEOs/Executives
Regulating Bodies and Leaders -Financial Risk Management
Academics/ Journalists/ Researchers
Political Landscape
.
US Political Structure & How it Impacts Business
Key Positions/ Roles/ People in Politics
Session Breakdown
Government and Regulation – Intro to Global Financial Risk Management
Hot Market Topics
Bailout Nation – Will the Western governments go Bankrupt?
Compensation – Will Wall Street be able to hang on to its bonus culture
30%
55%
25%
Introductory
topics
Advanced
Topics
Causes of the Crash – Is Housing really to blame?
Emerging from the Recession – Will debt culture die?
Is the G8 Dead? - Will Emerging markets lead the way in 2010 and beyond
The future of Big Business – How the breakup of firms is reshaping the business
landscape
Hot Topics
(1) Sessions in Financial Markets will allow participants to gain the core fundamentals to be
able to follow the international trading markets
(2) In People in the Markets sessions focus more on the individuals who are currently in
positions of power and how they may influence the business environment. Students
need to have a strong understanding of these personalities as it will lead them to better
understand how policy (public and private) is being pursued.
(3) Topics in Political Landscape deal with the ever growing presence of government in
industry. In order to understand who is responsible for what, and why certain actors do
what they do, an understanding of this interdepence is crucial
(4) Sessions in Hot Market Topics is the Dynamic portion of the MarketSavvy program.
Here, we look at hot topic s of the day (not yester-year) and try to debate what should,
and should not happen. Note that this is merely a sample list, and will continually be
added to as markets unfold.
POTENTIAL FUTURE TOPICS
Introductory
Core
Courses Topics
AGENDA:
1. Introduction to Financial Risk Management (FRM)
• History & Origins
• Evolution of Methodologies
2. Financial Risk Measurement
• Types of Risks
• Basics of Basel
• Capital Adequacy
• More on Pillar 1 results
3. Stakeholders
• Who’s Involved
• Who’s looking after your back?
• Regulators
4. Looking forward
• Significance of FRM
• Basel III/ IV/ V and ….
5. Career Paths
• Example: Enterprise wide Credit Risk Management Process