Universidad del Rosario - Universidad del Rosario

Language

Spanish

Description:

This course will provide those who are interested in taking an active role in capital markets, either as investors or advisors, with the tools to do so. Students will learn about how these markets operate and about the main indicators that are followed by the investment community. The course is offered in collaboration with the firm Global Securities S.A.

General Objective

The objective of this course is for participants to become familiar with one of the most widely recognized trading platforms in the world: SaxoBank. This platform will be used to get first-hand experience with the vast amount of information that is needed to make the best investment decisions.

Specific objectives:

Participants will gain an awareness of the factors that must be considered to make short and long-term investment plans, as well as the importance of employing mechanisms to minimize risk.
At the end of the course, participants will understand concepts of fundamental, macroeconomic, corporate and technical analysis in order to improve the timing of their investment decisions.

Target public

Professionals and university students with an interest in learning the operations and dynamics of capital markets and the factors that are involved in developing an active investment profile.

Methodology

Classes will consist of a combination of lectures and exercises that apply the tools available in our finance lab, such as Saxo Bank and Bloomberg. SaxoBank will help orient and familiarize participants with the daily activities of trading platforms. Bloomberg will be used as a support for making investment decisions through the application of concepts and the analysis of market indicators.
The grade for the course will be based on a final project. To pass, students must get a minimum grade of 6 out of 10.
Course professors will grade the projects (non-course professors will not be involved in grading).

Daniel Francisco
Escobar Rodríguez
Colombia
Global Securities SA

He is an economist with 8 years of experience in analyzing the financial market, the stock market and in structuring equity and fixed income portfolios. His expertise is in applying and creating quantitative tools to make investment decisions. Professor Escobar is a columnist on market analysis platforms, specializing in Colombia, and is often referred to as one of the most accurate market analysts. The majority of his teaching experience has been at Universidad del Rosario in the areas of microeconomic theory (in finance), fixed income asset valuation and investment strategies. He was also a partner and collaborator in creating the technical analysis application, GTIndicators®, available on the Bloomberg Terminal.

Agustín
Vera Torres
Colombia
Global Securities SA

With a Degree in Business Administration and a Master’s in Applied Mathematics, Agustín Vera is also certified by the Autorregulador del Mercado de Valores (the securities self-regulator in Colombia) as a fixed income, equity and foreign currency trader. Mr. Vera has over 15 years of experience in the financial sector structuring and managing investment portfolios, developing investment strategies, and trading bonds, stock, derivatives currency and raw material. He is an expert in implementing quantitative strategies and trading models in Bloomberg and TradeStation. Bloomberg considers him to be one of the best traders internationally and as having the most accuracy with Colombian stock transactions and with predicting oil inventories. He is also the creator of the Volatility Explosion Relatively Adjusted (VERA) theory, the base theory used for the technical analysis indicators of GTIndicators®, available on Bloomberg. Agustín Vera is considered to be the first trader of the Spanish-speaking world to create a technical analysis application.

Schedule

Dates: July 16 to July 31, 2018
Schedule: Monday to Friday, 5:00 p.m.- 8:00 p.m
Venue: Sede Claustro, Universidad del Rosario
Duration: 32 hours
Type of offer: Course
Credits: 2 UR credits (3.4 ECTS)
Language: Spanish
Organized by: School of Economics

Academic Organizer:
Eduardo Andrade – School of Economics

Cronograma

Module 1
Economic concepts related to investment decision-making (Impact?)
SUBJECT AREA
Economic growth, monthly indicators of activity, inflation as a prudent approach to macroeconomic management, interest rates, products of interest, asset correlation
LECTURERS
Daniel Escobar
Agustín Vera
DATES
13/07/2018
16/07/2018
SCHEDULE
5:00 p.m.
8:00 p.m.

Module 2
Equity
SUBJECT AREA
The share, types of shares, main stock indices and markets, basic fundamentals of stock analysis, analyzing different equity ETFs, technical analysis, order types
LECTURERS
Daniel Escobar
Agustín Vera
DATES
17/07/2018
18/07/2018
SCHEDULE
5:00 p.m.
8:00 p.m.

Module 3
Fixed income
SUBJECT AREA
Basic definition, yield curve, main ETFs, trading exercise
LECTURERS
Daniel Escobar
Agustín Vera
DATES
19/07/2018
23/07/2018
SCHEDULE
5:00 p.m.
8:00 p.m.

Module 4
Fixed income
SUBJECT AREA
Functions, factors determining the relative value of currencies, listings (Pips), trading exercise
LECTURERS
Daniel Escobar
Agustín Vera
DATES
24/07/2018
25/07/2018
SCHEDULE
5:00 p.m.
8:00 p.m.

Module 5
Currency
SUBJECT AREA
Currency types, futures pricing, identifying the inherent leverage of these assets, collateral management and margin calls, strategies, trading exercise
LECTURERS
Daniel Escobar
Agustín Vera
DATES
26/07/2018 – 27/07/2018
SCHEDULE
5:00 p.m.
8:00 p.m.

Module 6
Derivatives
SUBJECT AREA
Types of derivatives, futures pricing, identifying the inherent leverage of these assets, collateral management and margin calls, strategies, trading exercise
LECTURERS
Daniel Escobar
Agustín Vera
DATES
30/07/2018
31/07/2018
SCHEDULE
5:00 p.m.
8:00 p.m.

*May be subject to change

Register

Price: $ 1´499.000 (517 USD) *The price is subject to change depending on the exchange rate.

Prompt payment discount:10% discount on the course fees until July 1, 2018.

Rosario community discount: A 10% discount on enrollment fees. This may be received in addition to the early bird discount.

Discount for students, professors and graduates from international institutions: 10% discount on the course fees, which can be accumulated and/or combined with the benefit for early bird discount.

General Terms and Conditions

The University reserves the right to cancel a course or program if the minimum financial resources needed to open the course or program are not met. In such event, the University will refund 100% of the amount paid by the students in the currency of origin by electronic transfer (wire transfer) to the bank account they have provided. The transfer will be made within five business days following the date that the participant's bank account information was received.

In the event that a participant decides not to take the course or program and has already paid the corresponding enrollment amount, provided the course has not commenced, the participant may request the refund of his/her money. In this case, the University will make an electronic transfer in the amount of 90% of the amount that was originally received; 10% of which will be retained for the reimbursement of administrative and banking expenses incurred by the university. The refund will be made in the original payment’s currency of origin within 8 business days following receipt of the request to withdraw, cancel and receive a refund.

Contact:

Angélica María León Z.

International Programs Adviser
UR International Summer School
summerschool@urosario.edu.co
Teléfono: (+57 1) 2970200 Ext. 2133