金融、银行、投资保障以及股东权益的专业发展课程
线上、线下、或影片教学(自订进度学习)
优质金融及对冲基金交易策略的专业课程
Prime Finance and Hedge Fund Trading Strategies Specialization Course
This Specialization consists of 4 courses. The course will introduce you to the common hedge fund trading strategies, hedging and pay-offs, and introducing the concept of leverage to generate “alpha” returns.
整体的专业课程是由四个课程所组成。这个课程将向您介绍常见的对冲基金交易策略、对冲与回报、和引入金融杠杆概念从而计算出alpha (系数)回报。
It is recommended that you take the full specialization, or you can choose to take individual courses of your interest.
我们建议您完成所有的专业课程,或者选择您感兴趣的个别课程。
Each course consists of several sections and modules, there are quizzes at the end of each section and a test at the end of each module.
每个课程都包括了数个章节及单元,每个章节结束后会有一个小考,而每个单元结束后会有一个测验。
Some courses may require you to pass each quiz and test before moving onto the next section and module.
有些课程可能需要您先通过了小考和测验,才能接着完成下一个章节和单元。
Prime Finance 优质金融
Course Overview 课程概述
The course will cover how a Prime Finance department is structured within an investment bank, to support hedge fund trading strategies.
This will include:
本课程将涵盖如何在投资银行内部构建一个优质财务部门,以支持对冲基金的交易策略。这将包括:
-
Prime Brokerage department that finances hedge funds and provides leverage through cash loans on margin accounts.
-
为对冲基金筹措资金及透过现金贷款对保证金账户运用金融杠杆的PB业务(主经纪商业务)部门。
-
Risk Management to monitor the risks associated with the loans and margin financing.
-
监控贷款和保证金融资相关的风险的风险管理。
-
Stock Lending desk who locate borrows for short selling, and perform securitized lending to raise cash to enable margin loans.
-
分配用于沽空(做空)的借款和执行证劵借贷从而筹集现金去进行保证金贷款的证劵借贷服务。
-
Capital Introduction team who raise seed capital to hedge fund startups.
-
帮助初创对冲基金公司筹集种子资本的资本介绍团队。
-
Sales and Trading to sign up new clients and facilitate their trading activity on an exchange or through other brokers.
-
注册新客户并协助他们在交易所或与其他经纪商的交易活动的销售和交易部门。
-
Operations and Support teams that take care of all the post-trade activities, from settlements, reconciliations, corporate event and income processing, margin, treasury, legal, and compliance.
-
负责所有交易活动的后续流程:结算、核对、企业项目及收入处理、保证金、财政、法律和合规的营运及支援小组。
Learning Outcome 学习成果
This will provide students with a full understanding of the process flows, and how each individual unit supports the ongoing activities of a hedge fund.
该课程能够让学员们充分了解优质金融的过程流程,以及知道每个部门在对冲基金的整体运作中是有着怎么样的职务。
Hedge Fund Trading Strategies 对冲基金交易策略
Course Overview 课程概述
Building on the understanding of the Prime Finance department's support functions, the course then examines the various hedge fund trading strategies, their risk/reward payoffs, how they are calculated, and how they are facilitated by the Prime Finance Department.
在学员了解了优质金融部门在支援职务的基础之后,课程将会探讨数种对冲基金交易策略、其风险/报酬回报、计算方法以及如何由优质金融部门所促进使用。
Students will learn about how borrowing stock for short selling, utilizing leverage to build up long positions, and how different hedging techniques can be combined to meet the different investment goals of hedge funds.
学员将了解如何借入股票进行做空,如何运用金融杠杆建立并持有「多头部位」(多头头寸),以及如何将不同的对冲技术搭配从而达成对冲基金的不同投资目标
Learning Outcome 学习成果
They will develop an understanding of how hedge funds can produce positive returns under different market conditions, what securities they trade for each strategy, and how they hedge against risks.
学员们将了解对冲基金如何能在不同的市场条件下产生正数回报,知道每种策略用了哪些证券进行了交易,以及如何对冲风险。
Leverage and Margin Financing 金融杠杆和保证金融资
Course Overview 课程概述
In this topic students will gain an in-depth knowledge of what leverage is, the risks involved, and how it is all calculated. They will learn the mathematics behind the margin financing calculations, and what this means for hedge funds who have an excess or a margin call. Haircuts, Equity, Mark-to-Market Pricing will be explained to provide a full understanding of how leverage is used and margin financing is performed.
在这个课程中,学员们将深入了解什么是金融杠杆、所涉及的风险以及其计算方法。他们将学习保证金融资计算法背后的数学,以及这对于有超额或追缴保证金的对冲基金有什么意义。课程也会对估价折扣、股权、和按市值计价将进行解释,以便让学员全面了解金融杠杆的使用方式和保证金融资的执行方式。
Additionally, we will look in detail at how securitized lending and the money markets fit into the leverage and financing of hedge funds, to provide competitive interest rates. This will cover Rehypothecation and the Treasury Department to round off this topic, and give learners a full understanding of how hedge funds are able to operate. This will explain why hedge funds do not use traditional finance and have to seek out a Prime Broker to facilitate their operations.
此外,我们将详细研究证劵借贷和货币市场如何融入对冲基金的金融杠杆和融资,以提供具有竞争力的利率。这也将包括 “再质押”和 “财政部”,以此总结这个课程,并让学员们充分了解对冲基金的运作方式。这将解释为什么对冲基金不使用传统金融,而且会寻找一个主要经纪人去促进其业务。
Learning Outcome 学习成果
Students will learn through real case studies how hedge funds and their lenders the Prime Brokerage departments can blow up using examples such as Long Term Capital Management and the recent Archegos losses incurred by many investment banks.
学员们将通过真实的案例研究去了解对冲基金及其贷方 - PB业务(主经纪商业务)部门可以如何 “搞砸”,比如,长期资本管理以及最近影响了许多投资银行并导致他们损失甚多的Archegos事件。
Income and Asset Servicing 收入和资产服务
Course Overview 课程概述
In the final topic, we examine an important function to support the administration of hedge funds. Hedge funds will trade around dividends, rights issues, acquisitions, etc, so this is an important area to understand the impacts on hedge fund performance, strategies, and administration of their accounts.
在最后一个课程中,我们将探讨支持对冲基金的管理的重要职能。对冲基金将对股息、供股、收购等金融工具进行交易,因此这是了解对冲基金业绩、策略和账户管理的影响的重要领域。
We will discuss the different types of corporate actions, to cover a broad range of events such as dividends, coupons, mandatory and voluntary events that impact hedge funds on their positions in different ways depending on if they are long and short.
我们将讨论不同类型的公司行为,以涵盖广泛的一系列事件,例如股息、息票、强制性和自愿性活动,以不同的方式影响对冲基金的部位,而具体方式则是取决于它们是否会做多或做空。
Learning Outcome 学习成果
All of these topics combine to provide students with a rounded knowledge of the investment landscape for hedge funds, and the crucial role the Prime Finance department takes in enabling these strategies.
这里所有的课程将为学员提供对冲基金投资前景的全面知识,以及了解作为促使这些策略的关键角色 - 优质金融部门的职务。
Qalqon believes in providing quality education in all areas of finance and banking. We are continuously inviting professionals and academics to join our Fintech community to provide the most up-to-date news, knowledge, tools, and publications on finance and shareholders' rights.
我们Qalqon坚信我们能提供有关金融和银行的所有领域的高质量教学。我们正在不断邀请专业人士和学者加入我们的金融科技圈子,提供最新的消息、知识、工具和有关金融和股东权益的出版刊物。
We cooperate with several institutions to provide courses on finance, investments, shareholders' rights, securities class action lawsuits. If your organization is interested in educating your employees in these areas, please contact us for more details.
我们与多家机构合作,为您提供有关金融、投资、股东权益、证券集体诉讼等课程。若贵公司有兴趣让您的员工接受这些方面的教学,请联系我们了解更多详情。


