1. Players in Financial Industry
Bank
- IMF
- National Bank:
- Commercial Bank
- Private Bank
Investment Company
- Stock Exchange
- Security
- Shadow Banking
- Hedge Fund
- Private Equity
- Investment Banks
Rating Company
-S&P
-Moody's
-Fitch
-Rassel
Security Insurance Company
-AIG
-MBIA
-AMBIC
Regulator
-SEC
-CFTC(Commodity Futures Trading Commission)
Investor
- CVC
- Angel
- Personal
2.Market Cycle
Inflation & Deflation
- Conditions
- Influence to financial products
Long-term Economic Cycle
- 1937
- 2008
Short-term Economic Cycle
- 1999 Tech bubble
- 2018: China crush
Production Increase
-phenomenon
-examples
Globalization
-correlation between economies
-impact on financial products
3.Types of Financial Products
By Asset Types
-Currency
a. US's dollar
b. China's RMB
c. Japan's yen
-Stock
a.Summary
b.Pros and Cons
c.Prices determined by:
d.Return/Risk Analysis
e.Case study for a several example
-Bond
-Commodity
-Real Estate
-Cryptocurrency
By Category
-Index Fund
-ETF (Stock, Bon, Crypto)
-ETN
-REITs
-CDO
-CDS
-Derivative
4.Investment Strategy
Portfolio
a.Modern Portfolio Theory
-concept
-performance
-case study
b. Portfolio by Return
-Conservative (Average annual return: 5%)
-Moderately Conservative
-Moderate
-Moderately Aggressive
-Aggressive (Average annual return: 10%)
Methods
a.Value Investing
-assessment of the price (equation)
-when to buy/sell
-case study of this methods
b.Technical Investment
Strategy
-Long/Short equity
-Equity multi strategy
-Macro
-Global Macro
-Quantitative - futures
-Quantitative - equity
-Statistical Arbitrage
-Market neutral
-Market neutral equity
-Commodities
-Event Driven
-Relative Value
-Systematic
-Multi strategy
5.Technology and Tools
Robo-Advisor
-what the robo does
-market performance
Big Data
-how big data play a role
-pros and cons (limitations)
Machine Learning
-type of Algorism (Sentimental Analysis, LSMT, and more)
-pros and cons (limitations)
-cyber security holes
Quantitative Finance
-Alpha
-Beta
-Sharpe Ratio
-Gumma
6.What, Where and How to Buy/Sell
5% AAR (Average Annual Return)
a.Portfolio Allocation
b.Investment Strategy
c.Trading Site to Buy/Sell
d.Time to Buy/Sell
e.Get Information
f.Return and Risk Analysis
g. Who Achieved This Return
10% AAR
20% AAR
50% AAR
100%+ AAR
7.Closing Thoughts
8. Q&A
-if governments have a huge dept, are we able to collect treasury bond without any risks?
-how does globalization play a role during the 2008 economic meltdown i.e. influences on other countries?
-what are definition of housing bubble? use "Index of Home Prices" to explain.
-when a country save companies from bailout using the taxes they collect, what does it affect to people's tax? i.e. is there any risks that their retirement fund is gone?
-if a company go bankrupt, then what would happen to the financial products people bought?
-how does short sell works?
Bank
- IMF
- National Bank:
- Commercial Bank
- Private Bank
Investment Company
- Stock Exchange
- Security
- Shadow Banking
- Hedge Fund
- Private Equity
- Investment Banks
Rating Company
-S&P
-Moody's
-Fitch
-Rassel
Security Insurance Company
-AIG
-MBIA
-AMBIC
Regulator
-SEC
-CFTC(Commodity Futures Trading Commission)
Investor
- CVC
- Angel
- Personal
2.Market Cycle
Inflation & Deflation
- Conditions
- Influence to financial products
Long-term Economic Cycle
- 1937
- 2008
Short-term Economic Cycle
- 1999 Tech bubble
- 2018: China crush
Production Increase
-phenomenon
-examples
Globalization
-correlation between economies
-impact on financial products
3.Types of Financial Products
By Asset Types
-Currency
a. US's dollar
b. China's RMB
c. Japan's yen
-Stock
a.Summary
b.Pros and Cons
c.Prices determined by:
d.Return/Risk Analysis
e.Case study for a several example
-Bond
-Commodity
-Real Estate
-Cryptocurrency
By Category
-Index Fund
-ETF (Stock, Bon, Crypto)
-ETN
-REITs
-CDO
-CDS
-Derivative
4.Investment Strategy
Portfolio
a.Modern Portfolio Theory
-concept
-performance
-case study
b. Portfolio by Return
-Conservative (Average annual return: 5%)
-Moderately Conservative
-Moderate
-Moderately Aggressive
-Aggressive (Average annual return: 10%)
Methods
a.Value Investing
-assessment of the price (equation)
-when to buy/sell
-case study of this methods
b.Technical Investment
Strategy
-Long/Short equity
-Equity multi strategy
-Macro
-Global Macro
-Quantitative - futures
-Quantitative - equity
-Statistical Arbitrage
-Market neutral
-Market neutral equity
-Commodities
-Event Driven
-Relative Value
-Systematic
-Multi strategy
5.Technology and Tools
Robo-Advisor
-what the robo does
-market performance
Big Data
-how big data play a role
-pros and cons (limitations)
Machine Learning
-type of Algorism (Sentimental Analysis, LSMT, and more)
-pros and cons (limitations)
-cyber security holes
Quantitative Finance
-Alpha
-Beta
-Sharpe Ratio
-Gumma
6.What, Where and How to Buy/Sell
5% AAR (Average Annual Return)
a.Portfolio Allocation
b.Investment Strategy
c.Trading Site to Buy/Sell
d.Time to Buy/Sell
e.Get Information
f.Return and Risk Analysis
g. Who Achieved This Return
10% AAR
20% AAR
50% AAR
100%+ AAR
7.Closing Thoughts
8. Q&A
-if governments have a huge dept, are we able to collect treasury bond without any risks?
-how does globalization play a role during the 2008 economic meltdown i.e. influences on other countries?
-what are definition of housing bubble? use "Index of Home Prices" to explain.
-when a country save companies from bailout using the taxes they collect, what does it affect to people's tax? i.e. is there any risks that their retirement fund is gone?
-if a company go bankrupt, then what would happen to the financial products people bought?
-how does short sell works?