Certificate of completion issued to
Leah Paulo
For completing
Calculation Agents Pathway
Completion date
22 Jul 2024
Delivered by
Accredited for
Certificate ID
7b2e816f19ff355b180d793d2de9e89a
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About Calculation Agents Pathway
3 Learning modules
24 minutes of learning
4.4 rating
Competent level
Many people think of convertible bonds and derivatives as very complicated products which are difficult to understand, and it’s easy to see why, with market practitioners having developed hundreds of acronyms and Greek terms to describe the transactions and their behaviour to each other. The role of a calculation agent is to assist with these issues to make transactions smoother for issuers. In this pathway, Mark will give you an overview of what a calculation agent is, what one does and how they help the market function.
In this pathway
Understand the role of calculation agents
Learn the responsibilities and functions of calculation agents
Understand how calculation agents facilitate transactions and ensure smoother operations.
Pathway experts
Mark Dalton
20 years: Equity capital markets
Mark Dalton was an investment banker for 15 years, starting out in Toronto working for BMO Capital Markets, before moving to London to do a Masters in Finance at London Business School. He then spent 11 years at UBS, where he was involved in structuring, documenting, and executing tens of billions of convertible bond and strategic equity derivatives transactions. Currently, Mark is the Managing Director and Founder of ConvEx, a leading independent calculation agent in EMEA.