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  1. Courses
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  3. Equity Swaps

Equity Swaps

A broad overview of this rapidly-evolving section of the derivatives markets, covering contract details, pricing & more.

Doug Carroll
Doug Carroll
Finance | core | 3 hours |   Published: May 2019
In partnership with:  Coursera

    Discussions

Overview

1.4KSTUDENTS*
96.2%RECOMMEND*

This course includes:

  • 3+ hours of on-demand video
  • 5 modules
  • Core level
  • Direct access/chat with the instructor
  • 100% self-paced online
  • Many downloadable resources
  • Shareable certificate of completion

This course will give you a broad overview of this rapidly-evolving section of the derivatives markets. Swaps in general will be introduced, and then the course will segue into an introduction to equity swaps, look at the various details of the contracts, the applications that market participants use them for, as well as pricing and valuation issues. This course contains 18 lectures divided into5 sections, including:

  • Introduction to Equity Swaps
  • Equity Swap Contracts
  • OTC Clearinghouses
  • Equity Swap Structures and Applications
  • Variance Swaps

Skills You Will Gain

Equity Swap Contracts
Variance Swaps

Learning Outcomes (At the end of this program you will be able to)

  • Basics and fundamental principles of equity swaps
  • Pricing and valuation issues of equity swaps

Prerequisites

  • Knowledge of the English language.
  • Participants are expected to have basic math knowledge coming into this course.
  • A financial calculator is recommended to get the most out of this course.

Who Should Attend

  • Analysts and associates in commercial, corporate and investment banking.

Curriculum

Instructors

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*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Welcome!
2Introduction to Equity Swaps
3Equity Swap Contracts
4OTC Clearinghouses
5Equity Swap Structures and Applications
6Variance Swaps
Doug Carroll

Doug Carroll

With over 40 years of experience in financial markets and instruments, I bring a wealth of expertise to training and education. My background spans across sales, trading, and investment management, providing me with a comprehensive understanding of various financial topics. I specialize in designing and delivering interactive, high-energy training sessions that bridge the gap between theoretical concepts and practical applications. My diverse experiences have enabled me to cater to audiences ranging from industry newcomers to seasoned professionals, ensuring that each session is tailored to the participants' needs. Throughout my career, I've developed and led training programs on a wide array of subjects including bond math, equity derivatives, portfolio management, and fixed income analytics. My ability to communicate complex topics effectively in both classroom settings and digital formats has been honed through years of delivering presentations and creating educational content for global audiences. Whether through live webinars or in-person sessions, I am dedicated to providing impactful learning experiences that resonate with participants and enhance their professional skills. In addition to my extensive training background, I hold advanced degrees in finance and economics and have earned numerous professional licenses. This rigorous academic and practical grounding supports my ability to deliver content that is both relevant and insightful. My passion for education drives me to continually refine my teaching methods and engage with learners, making each training session a valuable opportunity for growth and development.
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Swaps Versus Economic Equivalents and OTC Clearinghouses

Swaps Versus Economic Equivalents and OTC Clearinghouses (Slides)

Cleared Swaps Compared to Swaps Done Ex-Clearinghouse

Cleared Swaps Compared to Swaps Done Ex-Clearinghouse (Slides)

Functioning of OTC Clearinghouse

Functioning of OTC Clearinghouse (Slides)

About this course: Overview, Learning Outcomes, Prerequisites & Target Audience

Course Trailer

Instructor Bio: Doug Carroll

Key pointers for success in this course

Introduction to Swaps

Introduction to Swaps (Slides)

Equity Swap Exposures and Users of Equity Swaps

Equity Swap Exposures and Users of Equity Swaps (Slides)

Potential Advantages of Equity Swaps Versus Alternatives

Potential Advantages of Equity Swaps Versus Alternatives (Slides)

Variations in Equity Swap Structures, Swap Pricing and Valuation

Variations in Equity Swap Structures, Swap Pricing and Valuation (Slides)

Swap Pricing, Early Termination and Risk Management with Swaps

Swap Pricing, Early Termination and Risk Management with Swaps (Slides)

Tactical Asset Allocation Using Equity Swaps

Tactical Asset Allocation Using Equity Swaps (Slides)

International Diversification Using Equity Swaps

International Diversification Using Equity Swaps (Slides)

Diversifying Concentrated Portfolios Using Equity Swaps

Diversifying Concentrated Portfolios Using Equity Swaps (Slides)

Equity Swap Contract Features

Equity Swap Contract Features (Slides)

Exposures Created by Equity Swaps

Exposures Created by Equity Swaps (Slides)

Equity Swap Contract Illustration

Equity Swap Contract Illustration (Slides)

Equity Swap Contract Illustration and Economic Equivalents

Equity Swap Contract Illustration and Economic Equivalents (Slides)

Rainbow Swaps and Variance Swaps

Rainbow Swaps and Variance Swaps (Slides)

Introduction to Variance Swap and Contract Features

Introduction to Variance Swap and Contract Features (Slides)

Variance Swaps Gains and Losses, Applications of Variance Swaps

Variance Swaps Gains and Losses, Applications of Variance Swaps (Slides)