1

Banks in the global economy

Economic role
Central Banks
Types of banks

Organisation/business lines

Mastering key banking, business and legal idioms

Giving presentations

2

Market Overview

Main markets/players
Types of funds
Investment Styles

U.S./U.K. markets
European markets

Language of trends: economic, financial, market and business

Describing financial performance

3

Capital Markets overview

Instruments (bonds, equities)
Derivatives
Futures

Hedging strategies

Passives for describing market and contract processes, banking processes and events

Managing meetings

4

Traditional Investments

Equity/Fixed Income funds
Balanced Funds

Benchmarks

First second and third conditionals: exploring and analysing negotiating options and outcomes

Negotiating sales

5

Investment Process

Buy-side research
Portfolio construction
Model portfolios

Broker remuneration

Gerunds : reporting on events, people, processes and perceptions

Managing conference calls

6

Alternative Investments

Hedge Funds
Private Equity/Venture Capital

Arbitrage
Fund Manager remuneration

The future : speculating about possible and probable events and outcomes

Telephone strategies

7

Ethical investing

Socially responsible investment
Revenue sharing funds
Solidarity funds

Ethics and CSR

"Must know" multiword verbs for banking, finance, business and economic events (1)

Networking

8

Infrastructure funds

Project Finance
PPP/PFI

Microfinance

"Must know" multiword verbs for banking, finance, business and economic events (2)

Resolving conflict

9

Real Estate funds

R.E.I.T.s

Retail vs. corporate markets
Valuations

Headlines (1) understanding "at a glance" the reporting language of economic and financial news events

Brainstorming

10

Asset Based Securities

Securitisation
CDOs

Role of the Rating Agencies
Monolines

Headlines (2) understanding "at a glance" the reporting language of economic and financial news events

Problem solving