Date: Sept 6th,2014 (Saturday)
Registration: 09:30am – 10:00 am
Speech: 10:00am – 12:00 pm
Location:Room1220, Bahen Center, 40 St. George Street, University of Toronto, St. George Campus
Link: Click on here
天渐破晓，船笛又鸣。NHC再次整装待发，邀您踏上新的征途。继上几次获得空前热烈反响的演讲之后，这次NHC又不负众望，请来了Scotia Capital的两朵金花Catherine Zhang和Ruowen Liu, 剑指金融前沿领域的两大核心板块：股票衍生品交易（Equity Derivative Trading）和全球银团贷款（Global Loan Syndications）。
股票衍生物交易（Equity Derivative Trading）在TradingFloor 上是不可或缺的重要一部分。Trader成功的关键，除了需要对股票衍生产品有着近乎完美的了解，还要具备对瞬息万变的交易市场敏锐的洞察力和全面的大局观。此次我们荣幸邀请到了在Scotia Capital从事股票衍生品交易的Catherine Zhang，Associate Director, 为大家讲述她自己长达六年的相关工作经历。相信她丰富的经验和全面的知识，将为您一一破除心目中的疑云迷雾。
这次讲座另一个不容错过的重头戏，是由另一位重量级Speaker，Ruowen Liu带来的精彩主题– 全球银团贷款（Global Loan Syndications）。这类少则两家，多则数十家金融机构协同合作的大型贷款及授信业务，其工作内容之繁杂，可以想见。而且此类贷款有着金额大，期限长等特点，随之而来的风险也就随之上升。这就要求从业者有着超强的信贷知识和风控思维，而Ruowen Liu 就是其中的佼佼者。她将由浅入深，从产品基本架构和定价开始讲解，并辅以实战案例，让您对这一神秘领域一探究竟。
除了传授专业知识以及工作核心内容，大家最关心的职业发展道路自然是必不可少的压轴大菜。两位女神级精英将和您独家分享她们的职业发展历程。更重要的是，在Q&A环节她们将给予宝贵建议，必将助您在职业道路上快马加鞭，更进一程！
Topics to be Covered:
Part 1) Equity Derivative Trading
- How I became a trader
- What is the typical day like for a trader
- What is option and how we trade and manage risk
- Different types of option strategies suitable for retail investors
- What characteristics do good traders have
- What possible career paths lead to a trading position
Part 2) Global Loan Syndication
- Loan syndication 101 (what and why)
- Loan syndications functions in BNS
- Loan syndications and its partners
- Basics of Loan Structure
- Basics of Loan Pricing
- Case study
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Career advice
Speakers’ Biographies:
Catherine Zhang
Associate Director, Equity DerivativeTrading, Scotiabank (GBM)
- Master of Quantitative Finance and Master of Economics from the University of Waterloo
- CFA (Chartered Financial Analyst) and CMT (Chartered Market Technician) Charter Holder
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Catherine used to work as a derivative valuation consultant at Deloitte & Touche. In 2008 she joined Scotiabank as a sales and trading rotation trainee and was soon given the opportunity to work full time on theequity derivative trading desk until now
Ruowen Liu
Associate, Global Loan Syndications, Corporate Banking, Scotiabank (GBM)
- MBA from the University of Toronto, Rotman School of Management
- Ruowen’s job involves origination and structuring of large corporate loan products. She covers a wide range of blue-chip corporate clients from a variety of industries including oil & gas, mining, telecom, media,real estate, financial services and so on
- She works as the “Trusted Advisor” for her clients to provide best financial solutions; she works closely with internal partners to deliver comprehensive capabilities
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In her spare time, she enjoys doing Crossfit, traveling and reading