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Covid-19 update: Announcements

     ‘We at Prospects Development Services intend to continue to provide the full range of consultation services during the Coronavirus pandemic. We have already put in place measures to maintain a healthy environment for all staff and clients. We will continue to adapt and adjust our procedures as guidance changes. Please contact us on +4477 337 82193 to ensure business continuity. Booking can be arranged for future training by telephone, Skype or WhatsApp.’

Maximising Collateral Management

Introduction
The application and use of “collateralising” operations, has evolved in recent years and the financial crisis of 2007-2008 resulted in even more regulations and greater development. This training is designed to guide delegates through management of collateral borrowing and lending, asset valuation and warehouse receipting.

Its practical approach will provide participants with an insight into maximising collateral management processes that are required to support these borrowing and lending activities.

Delegates will gain a clear understanding of the risks involved especially with moveable assets, the economics of financing transactions, the administration and IT infrastructures required to maximise, support and control collateral. The impact of these activities will be examined to improve market liquidity and benefit the profitability of all parties involved.

Course Content

  • Evolving collateral management landscape
  • Collateral management and documentation process
  • Transaction types necessitating collateral #1
  • Transaction types necessitating collateral #2
  • The collateral lifecycle & collateral workflow
  • Rules of movable assets and valuation
  • Valuation process
  • Depreciation and componentisation
  • Warehousing receipting management for the 21st century
  • Application of technology in collateral activities
  • Risk, issues and pitfall of collateral
  • Legal protection, agreements and dispute resolution

Learning Outcomes

  • Understand the lifecycle of collateral (including valuation, margin calls, substitution, etc.)
  • Identify the primary risks and mitigating measures that are highlighted
  • Understand drivers and mechanisms of the securities lending and understand the role of the collateral manager
  • Identify technology that will help to support collateral activities
  • Set up collateral agreements for counterparties and clients
  • Understand the rules of the movable assets valuation
  • Understand depreciation and componentisation
  • Apply the warehousing receipting management for the 21st century
  • Compare economics and benefits of lending using movable assets
  • Identify the classes and type of assets that can be used as collateral

 

NOTE: For our customised events all you need to do is provide us with what you want to achieve or tell us about the training requirements of the group and we will agree on a date, venue and produce a course proposal for you along with the costs. Discounts may be applicable for group booking or early birds.

Event Date Event End Date Location Individual Price Available place Register
05/08/2019 09/08/2019 Valletta, Malta £3,800 50
We are no longer accepting registration for this event
01/06/2020 12/06/2020 London, UK £3,800 25
We are no longer accepting registration for this event
£3,800 25

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