Public Seminars

• Understanding the Securities Industry (2 days)
• Securities Industry Overview (1 day)
• Understanding Derivatives and Complex Securities (1 day)

On-Site Seminars

• Understanding the Securities Industry (2 days)
• Securities Industry Overview (1 day)
• Understanding Derivatives and Complex Securities (1 day)
• Understanding the Fixed Income Securities Market (1 day)
• The Global Securities Industry (1 day)
• Portfolio Management and Trading (1/2 day)
• Custody and Securities Operations (1/2 day)
• Securities Accounting (1/2 day)
• T+1 and STP Overview (1/2 day)
• Understanding Structured Securities (1/2 day)
• The Business Analyst Role in the Securities Industry
• The SQA Role in the Securities Industry
• Understanding Reconciliation and Collateral Management

WHO SHOULD ATTEND?

This seminar is designed as a broad view of the industry for those whose experience has been focused in a few areas and as a refresher for those who are returning to the industry. Managers and supervisors who want to explore this training approach should attend along with staff from:

• OPERATIONS
• SYSTEMS
• INVESTMENT MANAGEMENT
• TRADING
• MARKETING & SALES
• PROJECT MANAGERS
• BUSINESS SYSTEMS ANALYST
• SYSTEMS ANALYST
• SOFTWARE TESTERS

PRESENTED BY

OLMSTEAD ASSOCIATES, a global securities industry consulting firm bridging the gap between business and technology offers the Global Securities Industry Overview and additional seminars through industry organizations and conferences or in-house presentations to individual companies. These seminars can be tailored or expanded for specific needs.