Andrew Loo – Prime Services and Securities Lending – CFI Education

Description

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Andrew Loo – Prime Services and Securities Lending – CFI Education

Explore prime services—an important part of any investment bank—in this course

• See how prime services is an integral part of the service an investment bank provides to hedge funds
• Learn about how prime services make money
• Understand the process of shorting stocks and borrowing them to cover

Overview
Prime Services and Securities Lending Course Overview

The Prime Services and Securities Lending course aims to guide you to understand how the prime services team provides specialized services to help hedge funds make money and how securities lenders facilitate the shorting of stocks. Once you get started, you will comprehend how prime services (i.e., prime brokers) attracts investors, provides leverage, maintains margin requirements, performs clearing and settlement functions, offers custodial services, and produces real-time reporting for their hedge fund clients. Next, you will cover the securities lending function, where you will understand what securities lending is and identify key differences between short-sellers, stock lenders, and long-sellers. You will recognize how and why market participants may ‘short’ stocks. As short-selling is crucial to the stock market, we will analyze short-selling activity using multiple short equity metrics such as short interest and short interest ratio on Refinitiv Workspace screen.

Finally, as mentioned earlier, securities lenders are essential to facilitate short selling. You will examine securities lending transactions using examples with a hedge fund manager who is bearish on a stock and wants to borrow a stock to short, a securities lender who will facilitate the borrow, and a long-only asset manager who will lend the stock. In this process, you will also see the distribution of borrow fees and various security lender models.

Prime Services and Securities Lending Learning Objectives

By the end of this course, you will be able to:Understand what prime services is and how it fits within a bank

• Describe the range of prime services activities
• Recognize how and why market participants may ‘short’ stocks
• Comprehend how securities lending works and who are the market participants
• Calculate the cash flows involved in securities lending

Who Should Take This Course?

This Prime Services and Securities Lending course is perfect for anyone looking to build a complete understanding of capital markets. This course is designed to help those interested in careers in prime services, securities lending, hedge funds, portfolio management, and other sell-side trading careers. This course explores concepts useful for beginner and intermediate level capital markets professionals or business and finance students seeking to better understand securities lending transactions.

What you’ll learn

Introduction

• Introduction Free Preview
• Download Course Presentation

Prime Services

• What Is Prime Services Free Preview
• Interactive Exercise 1 Free Preview
• Capital Introduction Free Preview
• Trade Execution, Clearing, and Settlement Services Free Preview
• Trade Execution, Clearing, and Settlement Services – Executing Broker
• Interaction Between Portfolio Manager, Executing Broker, and Prime Broker
• Interactive Exercise 2
• Margin Maintenance – Prime Broker Give Up
• Margin Maintenance – Prime Broker Give Up – An Example
• Financing – The Hedge Fund Balance Sheet
• Financing – Debt Financing in the Form of Margin Loans
• Interactive Exercise 3
• Custodian – Asset Safekeeping (Long Assets)
• Custodian – Source Short Assets
• Custodian – Managing Margins
• Custodian – Managing Margins – Bilateral vs. Cleared Derivatives
• Interactive Exercise 4
• Reporting
• How Do Prime Brokers Make Money
• Interactive Exercise 5

Midway Check-In

• Midway Check-In

Securities Lending

• What Is Securities Lending
• What Is Securities Lending – Short Seller vs. Stock Lender
• What Is Securities Lending – Short Seller vs. Long Seller
• Interactive Exercise 6
• Short Interest – Refinitiv Workspace Screen
• Short Equity Metrics
• Short Selling Example
• Short Selling Risks
• Interactive Exercise 7
• Short Selling Risks – Short-Squeeze – GameStop Example
• Who Shorts Stocks – Asset Manager vs. Hedge Fund Manager
• Why Do Short Sellers Need to Borrow Stocks – DTCC’s Role
• Interactive Exercise 8
• Why Do Short Sellers Need to Borrow Stocks – Covered vs. Naked Short
• Why Short Sellers Need to Borrow Stocks – Good vs. Bad Fails
• Other Reasons to Borrow Stocks
• Interactive Exercise 9
• What Is a Securities Lender – Example of Securities Lending (Part 1)
• What Is a Securities Lender – Borrow Fee to Security Lender
• What Is a Securities Lender – Example of Securities Lending (Part 2)
• What Is a Securities Lender – Distribution of Borrowing Fees
• Securities Lending Models (Part 1)
• Securities Lending Models (Part 2)
• Securities Lender Fee Models
• Securities Lending Market Overview
• Securities Lending Market Overview – Govt. Bonds vs. Equities
• Interactive Exercise 10

Course Summary

• Outro

Qualified Assessment

• Qualified Assessment

What our students say

“This let’s you go extra mile
This special course let’s you go extra mile in understanding capital market related products and services and it also let you understand how far hedge fund and asset managers extend their profit margin.”
Atinafu Asefa

“Interesting
Explicit”
Efomaegbulem Ebonka

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