$1,999

CM08 Equities & Equity Derivatives

Course
130 Lessons

Hold the share and hedge the exposure. You work through cash-equity market structure and execution, dividends, issuance and corporate actions, valuation and factor exposure, listed options and share-based payoffs, and the equity risk that survives the hedge.

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Module 01 - Equity ownership and market map (Chapters 01–10)

1. The Shareholder's Residual Claim.m4a

2. Common Shares, Preferred Shares and Voting.m4a

3. Market Capitalization, Float and Free Float.m4a

4. Primary Issuance Versus Secondary Trading.m4a

5. Exchange, Broker and Clearing Chain.m4a

6. Equity and Credit Signals from One Issuer.m4a

7. Index Membership and Weighting.m4a

8. ETF Share Versus Underlying Basket.m4a

9. Long Ownership, Short Exposure and Borrow Interface.m4a

10. Equity Map Capstone_ The Aster Claim.m4a

Module 01 - Equity ownership and market map.chapters.txt

Module 01 - Equity ownership and market map.png

Module 01 - Equity ownership and market map.mp4

Module 02 - Dividends, issuance and corporate actions (Chapters 11–20)

11. Dividend Announcement to Ex-Date.m4a

12. Regular Versus Special Dividends.m4a

13. Stock Splits and Reverse Splits.m4a

14. Buybacks, Treasury Shares and Ownership.m4a

15. Rights Issue and Theoretical Ex-Rights Price.m4a

16. Follow-On Sale and Block Placement.m4a

17. Merger Consideration and Stock Exchange Ratio.m4a

18. Spin-Off Shares and Entitlements.m4a

19. Corporate Action Processing and Position Reconciliation.m4a

20. Corporate Actions Capstone_ Recapitalize Aster.m4a

Module 02 - Dividends, issuance and corporate actions.chapters.txt

Module 02 - Dividends, issuance and corporate actions.png

Module 02 - Dividends, issuance and corporate actions.mp4

Module 03 - Cash-equity market structure and execution (Chapters 21–30)

21. Bid, Offer, Depth and Quote Size.m4a

22. Market, Limit and Stop Order Decisions.m4a

23. Opening and Closing Auctions.m4a

24. Fragmented Venues and Consolidated Price.m4a

25. Spread, Impact and Slippage Decomposition.m4a

26. VWAP and Participation Strategies.m4a

27. Volatility Pauses and Market Dislocation.m4a

28. Short Sale Availability and Buy-In Exposure.m4a

29. Settlement, Custody and Share Entitlement.m4a

30. Execution Capstone_ Helios Earnings Gap.m4a

Module 03 - Cash-equity market structure and execution.mp4

Module 03 - Cash-equity market structure and execution.png

Module 03 - Cash-equity market structure and execution.chapters.txt

Module 04 - Equity valuation, expectations and factors (Chapters 31–40)

31. Earnings, Cash Flow and Owner Return.m4a

32. P_E, Enterprise Multiples and Leverage.m4a

33. Revenue Growth Versus Per-Share Value.m4a

34. Expectations in the Current Share Price.m4a

35. Dividend Forecast and Total Return.m4a

36. Market Beta and Issuer-Specific Return.m4a

37. Sector Rotation and Style Factors.m4a

38. Earnings Quality and Guidance Revision.m4a

39. Index Rebalance and Mechanical Demand.m4a

40. Equity Thesis Capstone_ Debt Relief, Equity Cost.m4a

Module 04 - Equity valuation, expectations and factors.mp4

Module 04 - Equity valuation, expectations and factors.chapters.txt

Module 04 - Equity valuation, expectations and factors.png

Module 05 - Listed equity options and share-delivery risk (Chapters 41–50)

41. Equity Option Series and Multiplier.m4a

42. Stock Option Versus Index Option.m4a

43. Covered Call and Lost Upside.m4a

44. Protective Put and Premium Budget.m4a

45. American Exercise and Ex-Dividend Decisions.m4a

46. Put-Call Parity with Stock Dividends.m4a

47. Binomial Tree and Early Exercise Boundary.m4a

48. Implied Volatility Through Earnings.m4a

49. Vertical Spread and Defined Maximum Loss.m4a

50. Listed Options Capstone_ Dividend Surprise.m4a

Module 05 - Listed equity options and share-delivery risk.mp4

Module 05 - Listed equity options and share-delivery risk.chapters.txt

Module 05 - Listed equity options and share-delivery risk.png

Module 06 - Equity volatility, event hedging and structured payoffs (Chapters 51–60)

51. Equity Volatility Skew Across Strikes.m4a

52. Volatility Term Structure and Event Window.m4a

53. Realized Versus Implied Volatility Trade.m4a

54. Delta Hedging with Stock Inventory.m4a

55. Gamma, Vega and Earnings Gap.m4a

56. Dispersion and Index Correlation Exposure.m4a

57. Equity Barrier and Observation Rules.m4a

58. Autocallable Note and Capital-at-Risk Terms.m4a

59. Worst-of Basket and Correlation Stress.m4a

60. Structure Capstone_ The High-Coupon Pitch.m4a

Module 06 - Equity volatility, event hedging and structured payoffs.mp4

Module 06 - Equity volatility, event hedging and structured payoffs.chapters.txt

Module 06 - Equity volatility, event hedging and structured payoffs.png

Module 07 - Equity forwards, futures, swaps and dividend risk (Chapters 61–70)

61. Equity Forward Cash Flow and Ownership.m4a

62. Index Futures Fair Value and Dividends.m4a

63. Index Futures Hedge Notional.m4a

64. Futures Roll and Basis P&L.m4a

65. Single-Stock Future or Forward Delivery.m4a

66. Equity Total-Return Swap Cash Flows.m4a

67. Dividend Futures and Dividend Swaps.m4a

68. Stock Borrow and Forward Basis Interface.m4a

69. Synthetic Equity and Missing Rights.m4a

70. Derivatives Capstone_ Hedge Aster Dilution.m4a

Module 07 - Equity forwards, futures, swaps and dividend risk.mp4

Module 07 - Equity forwards, futures, swaps and dividend risk.chapters.txt

Module 07 - Equity forwards, futures, swaps and dividend risk.png

Module 08 - Equity portfolio risk, hedging and stress (Chapters 71–80)

71. Equity Exposure by Issuer, Sector and Index.m4a

72. Beta Hedging and Residual Alpha Risk.m4a

73. Single-Name Concentration and Gap Loss.m4a

74. Nonlinear Option-Book Risk Aggregation.m4a

75. Equity VaR Data and Backtest Boundaries.m4a

76. Earnings, Dividend and Capital-Raise Stress.m4a

77. Market Sell-Off and Correlation Breakdown.m4a

78. Execution Liquidity Under Stress.m4a

79. Equity-Credit Contagion in Aster.m4a

80. Equity Risk Capstone_ Three-Shock Week.m4a

Module 08 - Equity portfolio risk, hedging and stress.mp4

Module 08 - Equity portfolio risk, hedging and stress.chapters.txt

Module 08 - Equity portfolio risk, hedging and stress.png

Module 09 - Lifecycle, market conduct and independent control (Chapters 81–90)

81. Equity Trade Capture and Allocation.m4a

82. Option Exercise and Assignment Control.m4a

83. Corporate Action Adjustment Notice.m4a

84. Dividend and Short-Position Reconciliation.m4a

85. Closing Price and Volatility Mark Challenge.m4a

86. Index and Dividend Data Governance.m4a

87. Conflicts, Information and Trading Conduct.m4a

88. Equity-Linked Note Client Explanation.m4a

89. Model Approval and Event Exceptions.m4a

90. Control Capstone_ Wrong Option Deliverable.m4a

Module 09 - Lifecycle, market conduct and independent control.mp4

Module 09 - Lifecycle, market conduct and independent control.chapters.txt

Module 09 - Lifecycle, market conduct and independent control.png

Module 10 - Integrated Meridian equity desk defense (Chapters 91–100)

91. Opening Book and Mandate Reconstruction.m4a

92. Aster Equity Thesis After Credit Review.m4a

93. Helios Earnings and Dividend Forecast.m4a

94. Cash Equity Execution Proposal.m4a

95. Option and Volatility Hedge Design.m4a

96. Index Future and Dividend Basis Check.m4a

97. Structured Product Challenge.m4a

98. Event-Day Repricing and Operations.m4a

99. Risk Committee Recommendation.m4a

100. Senior Desk Defense and Sign-Off.m4a

Module 10 - Integrated Meridian equity desk defense.mp4

Module 10 - Integrated Meridian equity desk defense.chapters.txt

Module 10 - Integrated Meridian equity desk defense.png