Masterclass

Learn from Bond Market Professionals

The masterclasses will be conducted by debt capital market experts as an online webinar and will be split over the following modules:

Intro : A Practical Introduction To Bonds
Module 1 : Bond Valuation & Risk
Module 2 : Bond Portfolio Optimization & Risk in Perpetual Bonds
Module 3 : Understanding New Bond Issues & Credit Ratings
Module 4 : Using Excel to Understand Bonds

Intro is a basic course that introduces key concepts about bonds and bond market trading.
Module 1 to 4 are designed and curated to help private bond investors and portfolio managers to take knowledgable decisions.

All participants will be provided with the following:

  • A complementary one month premium subscription worth $49
  • A certificate
  • The presentation of the class
  • 14 day access to the video recordings

 

Intro

A Practical Introduction To Bonds

The Intro module is a basic course that introduces key concepts about bonds and bond market trading. It will include:

  • Basic Bond Structure and Payoffs
  • What moves Bond Prices & Macroeconomics
  • New Issue Analysis & Life Cycle of a Bond
  • Bond Trading Tips & Tricks
  • Credit Ratings & Common Pitfalls
  • Bond Portfolio & Risk Management
Date and Time
Date Day Time Zone Time
18 November 2020 Wednesday Asia/UK 4pm Singapore/HK | 12pm Dubai | 8am London

90 minute session with Q&A

Module 1

Bond Valuation & Risk

The first module will cover bond fundamentals, key bond market terminologies, bond valuation and risk assessment frameworks. It will include:

  • Z-Spread and Duration
  • COLT Risk Framework: Credit, Optionality, Liquidity, Tenor
  • Credit Ratings: Importance and Issues
  • High Yield Bond Covenants
  • Yield Curve (Control)
  • Practical Tips: Getting Return for Risk
Date and Time
Date Day Time Zone Time
25 November 2020 Wednesday Asia/UK 4pm Singapore/HK | 12pm Dubai | 8am London

60 minute session with Q&A

Module 2

Bond Portfolio Optimization & Risk in Perpetual Bonds

The second module will focus on building a diversified bond portfolio, managing risk at an aggregate portfolio level and investment strategies. It will also cover perpetual bonds – how they work, how to analyze them and understanding the risks. The module will include:

  • Diversification & Home Bias
  • Portfolio Risk
  • Buy and Hold vs. Active Management
  • Laddering
  • Effect of Leverage
  • Perpetuals, Reset and callability risk, Interest rate risks
Date and Time
Date Day Time Zone Time
26 November 2020 Thursday Asia/UK 4pm Singapore/HK | 12pm Dubai | 8am London

60 minute session with Q&A

Module 3

Understanding New Bond Issues & Credit Ratings

The third module will cover new bond issues in terms of terminologies, timelines and how to analyze them. It will also cover credit ratings – where to find them and how to interpret them. The module will include:

  • Terminologies such as Initial Price Guidance, Final Pricing, Tightening
  • New Issuance Timeline
  • Key Things to Know Before Buying Into Primary Issues
  • Analysing New Bond Issues vs. Older Bonds
  • How to Find Credit Ratings
  • How to Interpret Credit Ratings
Date and Time
Date Day Time Zone Time
2 December 2020 Wednesday Asia/UK 4pm Singapore/HK | 12pm Dubai | 8am London

60 minute session with Q&A

Module 4

Using Excel to Understand Bonds

This module will cover how to use excel to do bond calculations such as Accrued Interest, Yield Conversions and Volatility. It will include:

  • Bond Cash Flows
  • Clean Price, Accrued Interest and Dirty Price
  • Portfolio Market Value and Profit & Loss
  • Yield to Maturity Calculation
  • Price to Yield Conversion
  • Yield to Price Conversion
  • Portfolio Volatility
  • Dv01 Risk Ladder
Date and Time
Date Day Time Zone Time
3 December 2020 Thursday Asia/UK 4pm Singapore/HK | 12pm Dubai | 8am London

60 minute session with Q&A

Enroll for the Masterclass

Each ticket includes a one month Premium subscription (worth US$49) to the BondEvalue App

Module 3: Understanding New Bond Issues & Credit Ratings (Upcoming Module)

2 December | 4pm Singapore/HK | US$100

Module 4: Using Excel to Understand Bonds

3 December | 4pm Singapore/HK | US$100

Module 3 + 4 (12.5% discount)

2 & 3 December | 4pm Singapore/HK | US$175

Please feel free to call us at +65 9069 5276 +852 8170 0240or email us at fixed.income@bondevalue.com if you have any questions about the masterclass.

Who should attend?

Private investors who either hold bonds in their portfolio or are looking to add bonds to their portfolio soon. The masterclass will help the participants develop a comprehensive understanding of bonds along with practical and actionable insights on how to trade and manage bonds better.

Fixed Income Experts conducting the Masterclass

Rahul Banerjee​

Founder, BondEvalue

Rahul is the founder of BondEvalue, and has over 15 years of experience in Debt Capital Markets. Prior to starting BondEvalue, Rahul was the Global Head for International Corporates, Financial Market Sales at Standard Chartered Bank. Prior to this he was MD and Regional Head of Capital Markets for SCB South Asia. Over the course of his career he has worked at Nomura Securities Singapore, Credit Suisse and Citibank. He graduated from Delhi College of Engineering and did his MBA from the Indian School of Business (Deans List), where he received the HSBC scholarship for leadership.

Jaime Zenizo

CEO, BondEvalue Mexico

Jaime has worked in the financial markets for over 20 years. He is an ex-fixed income and FX options trader, with a vision that fixed income markets should be at the reach all kind of investors. Before partnering with BondEvalue, Jaime worked for three years at HSBC as Managing Director running Mexico’s Trading desk, in charge of facilitating Mexican fixed income products to global investors across all regions. Prior to HSBC, he worked at Citi for 17 years with different trading roles between Mexico and New York, from interest derivatives to FX option trading. In his last role at Citi, Jaime was head of structured products in Mexico. He has a Actuarial Sciences bachelor degree from Anahuac University in Mexico City and a MBA from the University of Toronto’s Rotman Business School fully sponsored by Citi.

George Thomas

Director – Fixed Income, BondEvalue

George has garnered a decade of experience in Fixed Income Markets having previously worked at Credit Suisse. He used to work on the Asian Local Currency Fixed Income Trading desk for over four years primarily focussing on India Offshore and South East Asian markets. His experience includes trading onshore and offshore FX, Swaps, Bonds and Futures in these markets. Prior to that he was in Fixed Income Front Office Technology at Credit Suisse for over 5 years where he worked on Trading Books and Market Pricers built on Excel and C# technologies. George has a Major degree in Computer Engineering and a Minor degree in Finance from the National University of Singapore.

Rahul Puri

Director – Fixed Income, BondEvalue

Rahul Puri has over a decade of banking experience covering large institutional, public sector and corporate clients for their Fixed Income, Currencies and Commodities needs. Prior to joining Bondevalue, he was running the Indonesia cross-asset Derivatives Solutions business for Citi, based out of Singapore. He has extensive experience providing hedging and investment advisory to institutional clients ranging from large multinational corporations to sovereign governments, across asset classes.
Rahul graduated from National University of Singapore as a recipient of SIA-NOL scholarship and is a CFA charterholder.

Who should attend?

Private investors who either hold bonds in their portfolio or are looking to add bonds to their portfolio soon. The masterclass will help the participants develop a comprehensive understanding of bonds along with practical and actionable insights on how to trade and manage bonds better.

Fixed Income Experts conducting the Masterclass

Rahul Banerjee​

Founder, BondEvalue

Rahul is the founder of BondEvalue, and has over 15 years of experience in Debt Capital Markets. Prior to starting BondEvalue, Rahul was the Global Head for International Corporates, Financial Market Sales at Standard Chartered Bank. Prior to this he was MD and Regional Head of Capital Markets for SCB South Asia. Over the course of his career he has worked at Nomura Securities Singapore, Credit Suisse and Citibank. He graduated from Delhi College of Engineering and did his MBA from the Indian School of Business (Deans List), where he received the HSBC scholarship for leadership.

Jaime Zenizo

CEO, BondEvalue Mexico

Jaime has worked in the financial markets for over 20 years. He is an ex-fixed income and FX options trader, with a vision that fixed income markets should be at the reach all kind of investors. Before partnering with BondEvalue, Jaime worked for three years at HSBC as Managing Director running Mexico’s Trading desk, in charge of facilitating Mexican fixed income products to global investors across all regions. Prior to HSBC, he worked at Citi for 17 years with different trading roles between Mexico and New York, from interest derivatives to FX option trading. In his last role at Citi, Jaime was head of structured products in Mexico. He has a Actuarial Sciences bachelor degree from Anahuac University in Mexico City and a MBA from the University of Toronto’s Rotman Business School fully sponsored by Citi.

George Thomas

Director – Fixed Income

George has garnered a decade of experience in Fixed Income Markets having previously worked at Credit Suisse. He used to work on the Asian Local Currency Fixed Income Trading desk for over four years primarily focussing on India Offshore and South East Asian markets. His experience includes trading onshore and offshore FX, Swaps, Bonds and Futures in these markets. Prior to that he was in Fixed Income Front Office Technology at Credit Suisse for over 5 years where he worked on Trading Books and Market Pricers built on Excel and C# technologies. George has a Major degree in Computer Engineering and a Minor degree in Finance from the National University of Singapore.

Rahul Puri

Director – Fixed Income

Rahul Puri has over a decade of banking experience covering large institutional, public sector and corporate clients for their Fixed Income, Currencies and Commodities needs. Prior to joining Bondevalue, he was running the Indonesia cross-asset Derivatives Solutions business for Citi, based out of Singapore. He has extensive experience providing hedging and investment advisory to institutional clients ranging from large multinational corporations to sovereign governments, across asset classes.

Rahul graduated from National University of Singapore as a recipient of SIA-NOL scholarship and is a CFA charterholder.

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