Explore the various types of underwriting agreements, their roles, responsibilities, and financial implications in the Canadian securities market.
Explore the critical roles of syndicates and selling groups in the issuance of large securities, focusing on their formation, functions, and impact within the Canadian financial market.
Explore the roles and responsibilities of key positions in institutional investment dealers, including research associates, analysts, institutional salespersons, traders, and investment bankers. Understand their qualifications, collaboration, and impact on servicing institutional clients within the Canadian financial landscape.
Explore essential resources for understanding institutional clients, including books, courses, articles, and official regulations.
Explore key terms and concepts related to institutional client trading, including agency traders, market makers, algorithmic trading, and more. Understand the roles, strategies, and regulations that shape the Canadian financial landscape.
