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Presented by:
Francesco Maselli Head of Investment Education
Diploma in Investment – Part I
Lesson 1
The Markets
Risk Warning
Any advice or information provided by the Shaw Academy is General Advice Only – it does not take into
account your personal circumstances, please do not trade or invest based solely on this information. By
viewing any material provided by the Shaw Academy or using any information or tools, you agree that this is
general educational material and you will not hold any person or entity responsible for loss or damages
resulting from the content or general advice provided here by The Shaw Academy; its employees, directors or
fellow members. The investments covered have large potential rewards, but also large potential risks. You
must be aware of the risks and be willing to accept them in order to invest. Don't invest with money you can't
afford to lose. No representation is being made that any account will or is likely to achieve profits or losses
similar to those discussed in any material provided by the Shaw Academy. The past performance of any
investing system or methodology is not necessarily indicative of future results.
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Lesson 1
About us
Course Agenda
Member Area & Community
Define Investing
Money and Fiat Money
Financial Market
Summary
Course Interaction
Q & A
About Us
• 4+ Years / 2012
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Course Agenda
Week 1: Foundation
Lesson 1 : The Markets
Lesson 2 : Fundamentals
Week 2: The Financial Markets in Details
Lesson 3 : Stocks and Bonds
Lesson 4 : Cash, Banks and Bullion
Week 3: Finding Your Opportunities
Lesson 5 : Property & Alternative Investment
Lesson 6 : Becoming a Value Investor -The Warren
Buffet Approach Important
Week 4: Managing Risk and Maximize your Profit
Lesson 7 : Risk Management and Rewards Important
Lesson 8 : Investment Tools Important
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Final Assignment
• Multiple Choice Questions
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Congratulations
A Journey of a Thousand Miles Begins with a Single Step
- Lao Tzu
You have all taken your first step
We are with you every step of the way
Let’s Begin
The Markets
What is Money????
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The Barter System
The Barter System Question
To stimulate the brain we will continuously ask questions
What is your question?
The Barter System
= ????????
≠ No Trade
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The Barter System
Establish a common measure
Everyone would accept gold or silver
Durable for storage
Gold and Silver
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Gold and Silver
Fiat: (Latin) “It shall be”
€, $, £, ¥
Inflation: money + time = decrease in value
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Fiat Money
Money
What is Money????
Money : a medium of exchange
Used to acquire goods and services
Used to create goods and services
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What is Money
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What is Money
Investing
What is Investing????
Investing: The act of committing money or
capital to an endeavour (a business, project,
real estate, etc.) with the expectation of
obtaining an additional income or profit.
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Investing
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Investing
Lemonade
Sugar
Water
Lemons
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The Lemonade Stand – Perfect World
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The Lemonade Stand – Perfect World
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The Lemonade Stand – Perfect World
Need to make payroll
Need to upgrade
Need access to foreign currency
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The Lemonade Stand – Real World
Companies and governments need the financial
markets in order to operate and grow
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Investors to the Rescue
Stand to gain a profit
“A Piece of the Action”
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Why Invest?
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Investing = Gambling?
Saving is safer
Investing is more profitable
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Investing = Savings?
Happy 2005
100 USD, GBP, EUR or AUD (or any other ccy)
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Doing Nothing
No gain
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Doing Nothing
IF YOU DO NOT INVEST YOU LOSE MONEY
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Doing Nothing
Answer:
ANYONE CAN INVEST
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Who Can Invest?
Retirement?
College?
Extra Money?
Goals = how soon and how much
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Setting Goals
Definition: Market: “A structure through
which funds flow”
Financial markets function on the same
principals as a normal market
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What is a Market ?
Raising Capital
Transfer of Risk
Price Discovery
Liquidity
International trade
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Market Functions
Money Market
Capital Markets
Foreign Exchange Market
Commodities Market
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The Financial Market
Debt securities
Short Term; less than a year
Low risk
Low return
CDs, commercial paper, treasury bills
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Money Market
Facilitate long term financing
Equities
Bonds
More risk
More return
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Capital Market
Currencies are traded
Facilitate international trade
Currency pairs = one currency against another
Speculative only
The Forex Market = biggest market in the world
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Forex Market
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Commodities Market
Bought and sold in particular unit size
Supply and demand drives value
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Commodities Market
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Commodities Market
Companies and Governments
Banks
Financial Institutions
Speculators
Investors
Market Participants
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Market Participants
Money is a tool
Investing serves an important purpose
Anyone can invest
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Summary
Congratulations you have just laid the foundations
o Now we can start building on …..
o Attend all of the lessons live to ask Questions
in real time and benefit the most
o We’re here to help, so contact us anytime!
Pros and cons of each investment instrument
What to consider before investing
Risks involved
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To be continued…
Our new YouTube channel
https://www.youtube.com/user/theshawacademy
Check out my video
Fundamentals
Marketplace Mechanics
What Drives Price
Our Next Lesson
• Attend all of the lessons LIVE and your knowledge will grow
• Shaw Academy Lifetime Membership Prize during Lesson 6
• Recordings are available within 24 hours
Go to www.shawacademy.com and then the Top Right Corner – Members Area
Q&A
• You will learn Marketplace Mechanics, the Jargon
Involved and What Drives Price
• Covering these topics will allow us to move into
more application focused areas
• You will gain how a company comes to market
and what factors impact price
• We reveal the answer to today’s question
Next Lesson is
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Fundamentals
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