Comprehensive Course on Bonds
Learn from Bond Market Professionals
Bonds are the largest asset class in the world, far larger than equities. They are also far more complex as compared to equities, making them harder to understand for both end investors and professionals.
BondEvalue’s masterclasses on bonds aim to plug that gap, offering investors and professionals an opportunity to learn about both the fundamentals concepts as well as the practical aspects of bonds from senior debt capital market professionals (instructor profiles below). All participants will be provided with the following:
- A complimentary one month premium subscription worth $49 for new subscribers and an upgrade for the existing subscribers
- A certificate
- The presentation of the class
- 14 day access to the video recordings
Foundational Courses
A Practical Intro to Bonds (Basic)
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
A soft copy of the course material and 1-month access to video recordings will be provided.
90 minute session with Q&A
Bond Valuation & Risk (Advanced)
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
A soft copy of the course material and 1-month access to video recordings will be provided.
60 minute session with Q&A
Bond Portfolio Optimization & Discussion on Leverage (Advanced)
The second module will focus on building a diversified bond portfolio, managing risk at an aggregate portfolio level and investment strategies. The module will include:
- Diversification & Home Bias
- Portfolio Risk
- Buy and Hold vs. Active Management
- Laddering
- Effect of Leverage
A soft copy of the course material and 1-month access to video recordings will be provided.
60 minute session with Q&A
New Bond Issues & Credit Ratings (Advanced)
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
A soft copy of the course material and 1-month access to video recordings will be provided.
60 minute session with Q&A
Using Excel to Understand Bond Calc (Advanced)
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
A soft copy of the course material and 1-month access to video recordings will be provided.
60 minute session with Q&A
How to Analyze CoCo/AT1 Perpetual Bonds (Advanced)
The session will delve into the finer details of AT1 bonds and will cover the following:
- Understanding the AT1 structure
- Common features & covenants
- Key risks
- How to pick the right AT1 bond(s) for you
A soft copy of the course material and 1-month access to video recordings will be provided.
60 minute session with Q&A
An Introduction to ESG/Sustainable Bonds (Advanced)
This module will cover the various types of ESG (environmental, social & governance) bonds and how to interpret them. It will include:
- Definition & History
- Types of ESG bonds
- ESG Bond Standards
- External Review
- Greenium
A soft copy of the course material and 1-month access to video recordings will be provided.
60 minute session with Q&A
High Yield Bond Analysis (Advanced)
This module will focus on understanding the structure of high yield bonds and how to analyze them with a focus on Asian high yield bonds. The session will be conducted by high yield bond expert and author of “A Guide to High Yield Bonds”, Florian Schmidt (bio below). The module will include:
- Definition of High Yield Bonds
- High Yield Bond Structure
- Key risks
- Common Covenants
A soft copy of the course material and 1-month access to video recordings will be provided.
90 minute session with Q&A
Webinar : Navigating The Bond Markets by Leveraging The BEV App
The module is specially curated to help the users exploit the BondEvalue app to manage their bond portfolio on the WebApp as well as the Mobile App. It will cover the following.
- Conventional Way of Tracking Bonds
- New Way to Track Bonds – The BondEvalue App
- Walkthrough The WebApp
- Searching for Bonds & Adding to Portfolio/Watchlist
- Key Bond Metrics to Track
- Portfolio Manager
- Advanced Search Screener to Find The Right Bond
- Setting Up Price/News Alerts
- Support
| Date | Day | Time Zone | Time |
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60 minute session with Q&A
Specialized Courses
Corporate Debt Restructuring (Advanced)
Corporate debt restructuring that will cover:
- In-court vs Out-of-court restructurings
- Understanding Chapter 11 bankruptcy
- Cross-border insolvencies with a focus on China
- Key considerations for a corporate debt restructuring
- Case studies of recent restructurings from Asia Pacific, including a deep-dive into the recent consent solicitation and schemes transacted by Chinese property developers including Guangzhou R&F Properties
A soft copy of the course material and 1-month access to video recordings will be provided.
90 minute session with Q&A
Sovereign Debt Restructuring | Masterclass (Advanced)
A deep dive masterclass on sovereign debt restructuring, to be conducted virtually by Asian bond and liability management expert Florian Schmidt. The session will cover:
- Sovereign debt crises and solutions
- Key elements of a debt restructuring
- Haircuts
- Restructuring mind map
- Creditor types
- Restructuring frameworks and case studies
A soft copy of the course material and 1-month access to video recordings will be provided.
90 minute session with Q&A
Who should attend?
The masterclasses are designed and curated for both end investors as well as finance professionals such as private bankers, wealth managers and advisors. The masterclass will help the participants develop a comprehensive understanding of bonds along with practical and actionable insights on how to trade and advise on bonds better.
Masterclass Instructors
Dr. Rahul Banerjee
Co-Founder & CEO, 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.
Florian Schmidt
CEO & Founder, Frontier Strategies
Florian is the CEO and founder of Frontier Strategies, a boutique solutions provider for frontier market entities. He has been active in Asia’s debt capital markets since 1993, having worked for Deutsche Bank, HSBC, Bank of America, ING and SC Lowy. He has been acting as advisor to the Government of Mongolia since 2017 and was involved in discussions with the IMF to design and successfully execute all liability management transactions and new issues since 2017, the latest one in late June 2021. Florian holds a master’s degree in business administration from the University of Münster and is the author of several capital markets-related books, including the acclaimed “A Guide to Asian High Yield Bonds”, published in 2014.
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.
Raahil Shah
Vice President, BondEvalue
Raahil is Vice President at BondEvalue, heading the global Information Services business of the company. He is responsible for all key aspects of the BondEvalue App including the proprietary bond pricing algorithm, data sourcing, product development and marketing. He is passionate about the bond markets and is the chief editor of the Bond Market Daily newsletter that is sent to over 30,000 bond investors and professionals globally. He is also the lead on sustainable finance at BondEvalue, responsible for ramping up the company’s coverage of ESG bonds & the relevant ESG data to better serve ESG-focused investors. Prior to joining BondEvalue, Raahil has spent about 5 years across both equity & credit research at Debtwire and HDFC Securities. Raahil completed his Masters in Wealth Management from the SMU & is a CFA charterholder.
Register Now
Select the module and continue to make the payment.
Foundational Courses : US$642
8 Modules (Video recording)
Specialized Courses : US$160.5
2 Modules (Video recording)
Get in Touch
Have questions? Request a callback by providing your contact details below.
if you have any questions about the masterclass.
Who should attend?
The masterclasses are designed and curated for both end investors as well as finance professionals such as private bankers, wealth managers and advisors. The masterclass will help the participants develop a comprehensive understanding of bonds along with practical and actionable insights on how to trade and advise on bonds better.
Masterclass Instructors
Dr.Rahul Banerjee
Co-Founder & CEO, 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.
Florian Schmidt
CEO & Founder, Frontier Strategies
Florian is the CEO and founder of Frontier Strategies, a boutique solutions provider for frontier market entities. He has been active in Asia’s debt capital markets since 1993, having worked for Deutsche Bank, HSBC, Bank of America, ING and SC Lowy. He has been acting as advisor to the Government of Mongolia since 2017 and was involved in discussions with the IMF to design and successfully execute all liability management transactions and new issues since 2017, the latest one in late June 2021. Florian holds a master’s degree in business administration from the University of Münster and is the author of several capital markets-related books, including the acclaimed “A Guide to Asian High Yield Bonds”, published in 2014.
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.
Raahil Shah
Vice President, BondEvalue
Raahil is Vice President at BondEvalue, heading the global Information Services business of the company. He is responsible for all key aspects of the BondEvalue App including the proprietary bond pricing algorithm, data sourcing, product development and marketing. He is passionate about the bond markets and is the chief editor of the Bond Market Daily newsletter that is sent to over 30,000 bond investors and professionals globally. He is also the lead on sustainable finance at BondEvalue, responsible for ramping up the company’s coverage of ESG bonds and the relevant ESG data to better serve ESG-focused investors. Prior to joining BondEvalue, Raahil has spent about 5 years across both equity and credit research at Debtwire and HDFC Securities. Raahil completed his Masters in Wealth Management from the Singapore Management University and is a CFA charterholder.
