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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Featured Pathways

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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Ready to get started?

Plans & Membership

Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

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Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

Featured Content

More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

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The Role of Calculation Agents in Capital Markets

The Role of Calculation Agents in Capital Markets

Mark Dalton

20 years: Equity capital markets

A calculation agent is the party that performs calculations that are set out in a transactional documents, typically related to a corporate financing or corporate derivative transactions. In this video, Mark discusses when these agents may be required, the type of work they do and they way they complete the work required.

A calculation agent is the party that performs calculations that are set out in a transactional documents, typically related to a corporate financing or corporate derivative transactions. In this video, Mark discusses when these agents may be required, the type of work they do and they way they complete the work required.

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The Role of Calculation Agents in Capital Markets

12 mins 9 secs

Overview

It is increasingly common for transactions with complex calculations to involve an independent third-party calculation agent which is responsible for performing those independently and correctly. These can include capital market instruments like bonds with make-whole calls, bank capital, and convertible and exchangeable bonds, but also bilateral contracts like derivatives, and even employee compensation plans. This video looks at the role of the independent calculation agent, and how it is performed.

Key learning objectives:

  • Describe a Calculation Agent

  • Identify the types of transactions that benefit from the use of an independent calculation agent

  • Outline the key roles that an independent calculation agent plays

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Expert
Mark Dalton

Mark Dalton

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.

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