YouFinance annual meeting - Certicates: during and after the stock rally

YouFinance annual meeting - Certicates: during and after the stock rally

with 2 FINANCIAL ADVISORS as witness to share their experience in portfolio management with certificates
(3 EFPA credits + 3 credits by CFA Society Italy*)

Teachers:
Giovanna Zanotti – Scientific Director of ACEPI and Full Professor of Università di Bergamo
Pierpaolo Scanurra – CEO – Certificati e Derivati

• Analysis of a constantly growing phenomenon. What is behind the volume record of 2023
  

  Analytical analysis of primary market data with evidence on the correlation with different market and interest rate scenarios

• Credit Linked, the return of the credit as underlying asset
  An asset class for returns. How to invest in credit, by analysing risks and opportunities in detail. What are reference entities and which credit risks the investor faces

• How to reduce portfolio risks after the stock rally
  From the Low Barrier to the Airbag option, the certificate market during 2023 has innovated its structures by increasing their defensive characteristics without precluding performance potential. In-depth analysis of the main variations applied to the basic structure of Cash Collect.

• The dividend variable and the effect on prices of listed certificates
  Dividends in increase or decrease. How do the certificates already issued on the secondary market behave following a significant change in dividend payout policy? In-depth discussion of optional structures and how to behave.

• Equity substitution, how to use certificates as an alternative to stock
  Not just protection. Variable leverage certificates or discount certificates are a solution for traders and investors who want to replace direct investment in shares with alternative instruments of an asymmetric nature. In-depth and practical examples of operational strategies.

*CFA Society Italy has established that this course qualifies for the accumulation of training credits based on the CFA Institute Professional Learning program. CFA Institute members can upload their credits by accessing the PL tracking tool through their personal profile on the CFA Institute website. A credit is equivalent to one hour of training.