event description

Comments from past participants:

“Gain a useful insight into the world of Financial Derivatives which would be useful in the development of more structured products to better serve the needs of clients. More such seminars should be organized for market participants to further develop Singapore into a world-class financial centre.”
– Mr. Christopher Koh, Bangkok Bank Public Company Ltd, Singapore.
[Class of July 2001]

“Practical, topical, risk-focused, and a highly recommended seminar!”
– Ms. Woramon Clovutivat, Bank of Thailand, Thailand.
[Class of October 2003]

“The Derivatives Part II conducted by Dr. Jeffrey Lim was very interesting and was conducted with great depth. Well done! It’s well managed by your firm.”
– Mr. Patrick Koh, UOB Bullion & Futures, Singapore.
[Class of October 2003]

“This seminar gives us an idea about structured products and it’s pricing. I would recommend it to my other colleagues.”
– Mr. Suriyanto Chang, Permata Bank, Indonesia.

“Quite informative! The presentation is very different as it brings out the free-flowing structure rather than in a straightforward implementation style.”
– Ms. Vanessa Lim, Prudential Asset Management, Singapore.
[Class of October 2004]

“I find the seminar very useful and would strongly recommend it to those interested in Credit Derivatives, Exotic Options and Structured Products. Dr. Jeff is a very good facilitator and is able to explain complex concepts in terms which are easy to understand. Appreciate his ability to challenge our thought process leading us to a deeper understanding of these products. Dr. Jeff’s willingness to impart knowledge and advice from his vast practical experience in Treasury Risk and Products is invaluable for us to tackle real life situations in this competitive banking environment.”
– Ms. Christine Lim Ai Lian, O.C.B.C. Bank, Singapore.
[Class of October 2005]

“Very Interesting Seminar! Facilitator is very knowledgeable and he makes the learning very easy and fun. The class size is small and the discussion is open-minded. Will strongly recommend others to attend this seminar. Looking forward to attending Part 1 now.”
– Ms. Phang Kai Ling, Nomura Singapore Ltd, Singapore.
[Class of October 2005]

“Dr. Jeffrey Lim is able to facilitate the Seminar using techniques and material which are from basic to the more advanced, therefore allowing me to have a deeper understanding of derivatives. He also understands the legal aspects for derivative transactions and that is very useful for us as legal counsels.”
– Mr. Handodo Kangga, Lippobank, Indonesia.
[Class of September 2008]

“Financial Derivatives Part II is an enjoyable seminar! I enjoyed the seminar because it added much knowledge for myself (as a beginner) about derivatives products and transactions from the very basic up to the advanced level. Thank you PI ETA Consulting Company and Dr. Jeffrey C. K. Lim for his ability to explain the theory in a simple
way!”
– Ms. Retno Palupi, Lippobank, Indonesia.
[Class of September 2008]

Seminar Background

PFD02 is a follow-on seminar to the “Financial Derivatives Part I (PFD01)” seminar. The objective of this seminar is to introduce and to provide an overview on the mechanisms of some of the more recently developed financial derivative instruments and structures. Credit derivatives are recently developed tools in portfolio credit risk management. An appreciation of what they are is essential before one can apply them effectively as tools in hedging credit risks. In this seminar, we will also focus our attention on structuring financial solutions. This will include a study of some of the exotic options and derivative structures available in the market place and how they can be used to develop the more sophisticated risk management solutions.

Seminar Content

* Credit Derivatives
- Types of Credit Derivatives Instruments
- Features and Inherent Risks
- Examples of Useful Applications

* Exotic Options
- Product Overview on
# Single and Double Barrier Options
# Digital Options
# Lookback Options
# Asian Options
# Compound Options
# Chooser Options
- Features and Inherent Risks

* Structuring Investment Strategies
- Examples of Investment Structures
# Structuring Techniques
- Hand-on structuring session using The PERMIT®1 System
- Report Writing – Explaining Market Views, Solutions Set – their Risks and Rewards

* Structuring Hedging Solutions
- Examples of Hedging Structures
- Structuring Techniques
- Hand-on structuring session using The PERMIT®1 System
- Report Writing – Explaining Market Exposure and View, Solutions Set – their Risks
and Benefits