Derivatives Workshop for Level II Candidates

08 Jul 2021, 17:30 - 19:30

Webinar

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Event Details

IMPROVE YOUR CHANCES TO PASS LEVEL II CFA EXAM

In that derivatives workshop, Patrick will focus on the practical aspects of pricing and valuations with representative examples. Clearly avoiding the pitfalls of using formulas that are not well understood.

Main Learning Outcomes:

- Forward / futures & swap pricing

- Corresponding valuations 

- Option pricing and analysis

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.

This online workshop will be conducted with a minimum of 5 participants - register today!

PRICE: standard registration fee: 75 CHF for CFA Candidates, late registration fee (after 5 July) 100 CHF

PRICE FOR CANDIDATE MEMBERS: 50.00 CHF (discount 25 CHF per workshop)

REGISTRATION WILL CLOSE 8 JULY 12.00H - make sure you register early enough.

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

Speaker

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 (www.cmtassociation.org, 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.