Derivatives Workshop for CFA Level III Candidates (part 2; the more complex part)

26 Jan 2021, 17:30 - 19:30


Event Details


In that derivatives workshop,you will get practical inputs about derivatives at the CFA Level III. A refreshing perspective regarding option combinations for example that shall allow you to reinforce your prep.

- Forward / futures (including FX) & swaps in practice with hedging analysis
- including PNL & asset re-allocation as well as curve discussion
- Options in practice with view implementation & combination analysis including PNL


Patrick has a very long experience in derivatives he got from his different front professional experiences (he is also the developer of the reverse convertible structured product). Moreover, he has been teaching CFA, CAIA and FRM exam prep for more than 10 years.

To register and buy tickets, members and guests must set up and login with a CFA Institute Id#.


Patrick Oberhänsli, CFA

Patrick Oberhänsli, CFA

Patrick started his career at a large Swiss Bank with Senior Positions in Internal Audit (covering in particular Investment Banking activities on an ex-post but also ex-ante basis with large and very large projects), Investment Banking (Interest Rates Derivatives) and complex Institutional Advisory. He also was Head of Institutional Sales Switzerland for a leading Dutch Global Asset Manager: with a particular focus on distinctive strategies in Equities, Fixed Income and Managed Futures. Moreover, he has been a member of the Board of Directors of the CMT ASSOCIATION (, Technical Analysis) for 3 years. Throughout his more than 25 years of professional experience, Patrick has acquired extensive cross-asset class expertise in multiple domains such as Derivatives/Structured Products, Quantitative Strategies and Valuation Techniques and Alternative Investments. That comes to the benefit of the Quant based Investment Advisory / Roboadvising (conceived and realised including programming) and Professional Finance Education services he currently runs. For the later, recommendations are available on his LinkedIn profile. Patrick holds a master's degree from the Swiss Federal Institute of Technology and is also a CFA, CMT, FRM, PRM, ACI Diploma and ERP charter holder among others.