DYNAMIQUEis an ANGLO-KIWI BUSINESS PERFORMANCE BOUTIQUE supporting institutional and retail owners, advisors, operational pros. in their quest to always deliver empathetic client outcomes and maintain their competitive edge through best practice. Our catalogue of excellence includes:  

1.Alternatives Hedge Fund Strategies - Long/Short, Global Macro, Distressed Debt, Credit, Managed Futures CTA ++

2.Asset Owners Non-Investment Risks - Inherent in wealth management firms - seldom fully understood and measured++.

3.Asset Servicing - Corporate Events Management - Impact on share prices - Rights, Scrips, IPOs, Combos ++

4.Asset Transition Management and Re-Balancing - Benchmark Service Standards - Critical Planning - Pricing - Liquidity++.

5.Branding - great brands start from within - Calculating Brand Value- Culture, Vision, Image++.

6.Business Development Excellence - Four Session Masterclass ++

7.Collective Investments Unit Pricing - Pricing Methods, Managing Unit Pricing Risk, Breaches, Errors, Material Events++

8.Corporate Executive Behaviour - Responsible Corporate Citizenship, Global Stewardship Principles, Culture, Oversight++.

9.Credit Products - Commercial Lending for Banks and Non-Banks (NZ bias) but with global market applicability

10.Credit Products - Mortgage Broking and Lending (NZ bias) but with global market applicability

11.Derivatives for Risk Management - Futures Options, Equities, Currency Management, Cost-of-Carry, Pricing Fair Value++.

12.Environmental, Social, Governance - ESG - Polarisation, Scrutiny, Risk Adjusted Returns ++.

13.Exchange Traded Funds- ETF- Myths and Misconceptions, Factor Investing, Core Satellite, Day-to-Day Operational Risk++,

14.Financial Adviser Quality Assurance on Processes/Client Relations- Policies, Procedures , Senior Management Controls++.

15.Foreign Exchange Markets - Levels 101, 201 & 301 - Extensive programme covering all aspects of FX markets++.

16.Financial Markets Foundation - Global Capital Markets, Lloyds, FX, Accounting, Central Banks, Indices, Trading++.

17.Fund Administration - Reporting, Expenses, Outsourcing, Open and Closed Ended, Prospectus, Risk, Cash, Tax++.

18.Fund/Asset Management - contact us for details of this unique extensive prog.++.

19.Global Investor Services (inc Global Custody) - 4 part programme includes key added value services++.

20.Insurance Broking (NZ bias) but with global market applicability - 2 part programme - Insurance Brokers' Roles++.

21.Health and Safety in New Zealand for Executives and Senior Managers - Directors' Duties and Liabilities, Resourcing++.

22.Operational Risk genre - generic, global investor services, central banks - Managing People, Processes, Systems++.

23.Performance Measurement and Attribution Analysis - Understanding Investment Process, MWR, TWR, Decision Impact++.

24.Responsible Lending in New Zealand - 5 module programme - Markets, Regulation. Disclosure, Client Engagement++.

25.Rookie Investment Levels 101, 201 and 301 - Unique 3 part series from Rookie to Professional Investor++.

26.Securities Lending and Borrowing - Credit and Operational Risks, Agreements, Esatblishing a SLB unit++.

27.Structured Credit Products - Cash and Synthetic, CDOs, CLOs, Waterfalls, Arbitrage and Repackaging ++.

28.Trading Desk - ALGOs, Strategies, Heuristics, TCA, Price Slippage, Smart Order Routing, Portfolio Trading, Pre-Hedging++.

Founder and Managing Director GUY DOBSON, author of over 50 professional business excellence courses covering research, design, on-going reviews and presenter, a film screenplay writer, entrepreneur, project manager and consultant with lifetime experiences in financial services, engineering, IT and HR.Executive Director Blue Anchor Productions Zealand Ltd.