From a banker’s perspective - understanding convertible bond for accountants - Workshop 2018

From a banker’s perspective, this workshop is specially designed for accountants, private investors, finance professionals and commercial bankers, who intend to understand various structured features of convertible bonds.

This workshop will provide you with an insight to convertible bonds, as promoted by investment bankers to corporate clients and / or professional investors. The workshop will also unveil the pricing and underlying risk drivers behind the CBs as well as key documentation issues. Case studies will be used for better illustrative purpose.


Key topics covered:

  • Review of CBs market and its latest development
  • Understanding the “Principal Protection Framework & Trading Framework” for CBs investment
  • Insight on various CBs in the market, including Exchangeables, Synthetic Convertibles, Cross Currency Convertibles
  • Insight on various key features of CBs investment, including
    (a) Hard call vs Soft call
    (b) Put Features
    (c) Coupons calculation on conversion, put and early redemption
    (d) Dividend pass through
  • Key credit protective terms of CBs


Trainer profile:

D Tang has over 20 years of experience in risk management and product risk analysis at various leading US and European investment and corporate banks. His product coverage ranges from trade finance to syndicated loans, derivatives and structured products, and leveraged financing for corporate (SME and corporate), financial institutions, banks and funds in Greater China and SE Asia region. Mr Tang is also experienced in providing both internal and external training to various investment and corporate banks, government supervisory bodies, and various professional institutes.

Learning objectives

  • Analyse various types of CBs in the market and their key risk drivers
  • Understand structural bond investment analytical framework, from principal protection and trading perspectives
  • Analyse structural key features of convertible bonds and its impact on risk and return
  • Review key credit protective documentation of CB issuance

Audience

This workshop is suitable for accountants, finance professionals, relationship managers, investors, and those who are interested in understanding convertible bond for accountants from a banker’s perspective.

6 hours

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