Specializing in equity research, securities valuation, and financial education
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Specializing in equity research, securities valuation, and financial education
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JLG Research offers 6 one-day seminars at the basic level of investment training. Seminar offerings and (partial) list of topics include: Overview of securities markets; financial quotes; historical return and risk; basics of government bonds, corporate bonds, common stocks, and mutual funds; elements of investment (retirement/educational) planning. Foundations of Global Investing: World financial markets; stages of economic growth; suppliers of global investment information; global performance benchmarks; international mutual funds; tenets of global asset allocation. Fixed Income Securities and Markets: Fixed income terminology; TBill/Repo/CD yields; MBS/ABS; treasury yield curve; credit ratings; embedded options; bond valuation, duration and convexity; fixed income fundamentals and styles.
Economics of foreign exchange, FX players, quotes/spreads, cross exchange rates, interest rate parity, purchasing power parity; basic hedging strategies using currency derivatives (forwards, futures, and options). Hedge Fund Basics and Strategies: Hedge fund concepts, strategies, and performance. Difference between traditional investments (stocks, bonds) and alternative investments-including traditional alternatives (real estate, venture capital) and modern alternatives ("fund of funds" and hedge fund sub-strategies). Corporate Finance: Capital budgeting methods (Discounted payback, NPV, IRR), NPV profile, long-term sources of financing (costs of debt, preferred, and common equity), capital structure, WACC, corporate valuation, and gains (losses) to merging firms.
©2007 JLG RESEARCH All Rights Reserved
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