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Sales & Trading: How Stocks, Bonds and Derivatives are Traded – Wall Street Prep

Saturday, February 13 | 11:00 AM - 4:00 PM

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Cvent Transition Guide

Learn the trading skills to succeed as an equities, fixed income, currencies or commodities trader on Wall Street

Learn the Skills of a Wall Street Trader

Designed for new traders and those looking to break into trading, this trading “power session” teaches the skillset of a Wall Street trader. How do you quote bids and offers? How do you make money trading client flow? How do you move in and out of large positions? how do you stay within your risk limit?

CFANY.org: $479.20Standard Rate: $599

Taught by Wall Street Traders This intensive virtual training seminar is taught by Eric Cheung, a trading professional with 10 years of experience in Rates and Credit Trading at J.P. Morgan.

Boot Camp Details

Overview

This instructor-led virtual “Power Session” is an intensive virtual training program where we will discuss how to trade the way its done on the job before putting those skills to the test in a trading simulation.

Virtual Training Sign-In and Setup

Instructions on signing into this virtual session will be sent to you prior to the event date. Learn about technical details and more at our Virtual Training FAQ.

Schedule

This virtual training session is scheduled for 10a-4p (ET). The session will move back and forth between interactive trading simulation and classroom lecture.

Instructor

This session is taught by Eric Cheung, a trading professional with 10 years of experience in Rates and Credit Trading at J.P. Morgan. Winning the J.P. Morgan Fantasy Futures trading simulation was the first step to his career. During his interview, when asked “How do you differentiate yourself from all the other candidates, including many that went to target schools?” Eric’s response, “You gave over a thousand students the same task in this trading simulation, and I won!”

Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

Boot Camp Details

Led by experienced sell-side professionals, this boot camp is an introduction on how equity research professionals use financial models to provide research & insights in order to drive investment decisions. Specifically, trainees will learn how ER professionals use earnings releases and quarterly model updates, how they formulate investment theses, adjustments made to normalize financial metrics to arrive at adjusted EBITDA, and modeling best practices.

What You’ll Learn

  • Understand various factors that make up investment thesis.
  • Learn how to approach earnings releases and quarterly model updates.
  • Gain practice in analyzing earnings reports and normalizing them to arrive at adjusted EBITDA.
  • Learn how to adjust quarterly models and “wrap” quarterly into annual forecasts while handling reconciliation challenges.
  • Research considerations
    • Types of reports research professionals develop
    • Typical research workflow around earnings releases and quarterly model updates
  • Research process
    • Formulating of investment thesis
    • Developing research best practices
  • Analysis of earnings reports
    • Moving from extraction of key financial metrics to the normalization of financial metrics and adjusted EBITDA
  • Quarterly model considerations
    • Adjustments to quarterly models
    • “Wrapping” quarterly into annual forecasts and handling reconciliation challenges

This virtual training session is scheduled for 1-5p (ET). The session will use interactive exercises as learners move back and forth between classroom lecture and small group breakout rooms.

Comprehensive training materials, reusable modifiable Excel model templates, unlimited e-mail support for content-related questions for 12 months post-seminar.

Who Is This Boot Camp For?

  • Sell-side analysts and associates
  • Buy-side analysts and associates
  • MBA students and business undergraduates
  • Anyone looking to get a better understanding of research