Welcome to Financial Markets 101: A Beginner's Guide to Investing
FEP Finance Club has the pleasure of welcoming you to the Financial Markets 101: A Beginner’s Guide to Investing.
Our club’s first priority since the very beginning has always been to enlighten our own members and the community itself, training them with both hard and soft skills. Hence, we hopefully foresee the enhancement of the professional and social world, with special regards to the fields associated with the financial markets.
Along with the turbulent pandemic that has surrounded us lately, there have not been simple times for the financial markets as well, with several disruptive quarrels arising. Thus, it became vital to speak about the matters at hand. Having this in mind, this event plans on instructing all of its participants on the essential knowledge of the financial markets and, therefore, providing the crucial flairs needed to invest in the near future, making them also aware of both the spurs and the threats that might surge within time.
On the behalf of FEP Finance Club and also on a personal note, I hope this event exceeds your expectations as well as ours, fostering and deepening our understanding of the financial world.
André Falcão, Director of Financial Markets
Sessions and Speakers
▸Opening Session
Hosted by André Falcão
3:00 PM to 4:15 PM, THU 13th May 2021
The opening session will introduce you to the concepts of Financial Markets and Stock Exchanges, as well as the role of Central Banks. To conclude, the session will focus on interest and exchanges rates.
André Falcão
Session: Opening Session
FEP Finance Club – Director of Financial Markets
BSc in Economics student at FEP
▸Fundamental Analysis
Hosted by Franklin Silva
4:30 PM to 5:45 PM, THU 13th May 2021
Key statistics, news, legislation, the economic calendar, qualitative and quantitative analysis are crucial points that will be transmitted and explained. It intends to provide necessary information for the participants to know what it is and how to practice fundamental analysis.
Franklin Silva
Session: Fundamental Analysis
Company: Investing in the Web – co-founder
FEP Finance Club Alumni
▸The Role of an Investment Bank
Hosted by Francisco Moreira
6:00 PM to 7:30 PM, THU 13th May 2021
The market is defined by large and complex financial transactions, where the role of an investment bank is evident. The session helps to understand what they are and their functions. The selected topics include Asset and Wealth Management, Financial Advisory, IPO’s, M&A and Financial Operations.
Francisco Moreira
Session: The Role of an Investement Bank
Company: BNP Paribas CIB Portugal – Senior Banker
With 30+ years of experience
▸Technical Analysis
Hosted by Francisco Monteiro
3:00 PM to 4:15 PM, FRI 14th May 2021
In this session, the emphasis is placed on the technical part of asset pricing analysis. First, the necessary vocabulary will be explained and, later, the different types of graphs and orders, the trend, support and resistance, leverage and technical indicators for greater ease of understanding.
Francisco Monteiro
Session: Technical Analysis
Company: Banco BIG – Multi-Asset Account Manager
Former Senior Market Analyst at TeleTrade
▸Creating a Portfolio
Hosted by João Fontes
4:30 PM to 5:45 PM, FRI 14th May 2021
In this session, the concepts necessary to create a market portfolio and its characteristics are explained. Therefore, topics such as asset types and investment value will be central. It will also go over the screening of opportunities, fundamental analysis in portfolio management and decision making. Some case studies will be interactively explored.
João Fontes, CFA
Session: Creating a Portfolio
Company: Casa de Investimentos – Asset Management
Former Corporate Finance (M&A and Capital Markets) Associate at BPI
▸The State of Asset Management in Portugal - Talk
Hosted by three experienced finance professionals in a panel-style conversation
6:00 PM to 7:30 PM, FRI 14th May 2021
This last session, with all the concepts already addressed in mind, allows a greater discussion among the participants in the call, opening space to discuss the academic paths and careers in asset management and related fields, either in Portugal or abroad. Experienced professionals in the area will provide an insightful, interesting perspective on the state of the field in Portugal.
Fausto Amaral
Citywire, London – Country Head
Filipe Garcia, CESGA
IMF, Porto – President
Pedro Baldaia, CFA
LBV Asset Management, London – Partner
With the support of
