Learn. Interact With Peers.
Understand Trends. Apply Lessons Learned.
The curriculum of the Challenges, Differentiation, and Innovation
In Financial Markets course is structured around an intensive
2.5 day learning experience plus group discussions and social interaction
to foster interactive dialogue around the day's topics. In order
to maximize the interaction among class attendees and with the instructor,
each course is limited to a maximum of 25 attendees. Scheduled courses
are offered on the second Tuesday of most months in historic downtown
Charleston, SC
or in New York City. Please see Schedule
& Rates to register for scheduled course dates and locations,
and please contact
us to discuss scheduling a dedicated course for your company
at locations of your choosing worldwide.
We also offer a series of half day, single topic courses, also
delivered at the location of your choosing, and which can be assembled
and customized to meet specific business objectives. Our 4 hour
seminar series courses are listed below and are profiled in the
associated links:
The daily agenda and curriculum for the Challenges, Differentiation,
and Innovation In Financial Markets course is provided below,
and detailed outlines of each course segment can be accessed by
clicking on the "Learn More" links:.
Day One |
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7:45 AM - 8:30 AM |
Coffee, Breakfast, and Registration |
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8:30 AM - 9:30 AM |
Asset Classes & Markets Overview |
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9:30 AM - 10:30 AM |
Exchanges, ECN's, ATS's, Dark Pools of Liquidity |
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10:30 AM - 10:45 AM |
Break |
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10:45 AM - 11:15 AM |
Algorithms & Algorithmic Trading |
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11:15 AM - 11:45 AM |
Quantitative Analysis |
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11:45 AM - 12:45 PM |
Order & Execution Management |
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12:45 PM - 1:45 PM |
Lunch |
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1:45 PM - 2:30 PM |
Portfolio Systems |
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2:30 PM - 3:15 PM |
The FIX Protocol |
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3:15 PM - 3:30 PM |
Break |
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3:30 PM - 4:45 PM |
Market Data, Reference Data, and Enterprise Data
Management (EDM) |
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4:45 PM - 5:30 PM |
Corporate Actions |
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7:30 PM |
Group Dinner |
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Day Two |
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7:45 AM - 8:30 AM |
Coffee and Breakfast |
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8:30 AM - 9:30 AM |
High Performance Trading & Low Latency |
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9:30 AM - 10:00 AM |
Complex Event Processing (CEP) |
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10:00 AM - 10:15 AM |
Break |
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10:15 AM - 11:45 AM |
Financial Markets Regulation & Compliance |
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11:45 AM - 12:30 PM |
Risk Management |
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12:30 PM - 1:30 PM |
Lunch |
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1:30 PM - 2.15 PM |
Risk Management (continued) |
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2:15 PM - 3:30 PM |
Securities Processing |
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3:30 PM - 3:45 PM |
Break |
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3:45 PM - 4:15 PM |
Correspondent Clearing |
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4:15 PM - 4:45 PM |
Reconciliations |
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4:45 PM - 5:30 PM |
OTC Derivatives & OTCD Processing |
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7:30 |
Group Dinner |
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Day Three |
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7:45 AM - 8:30 AM |
Coffee and Breakfast |
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8:30 AM - 9:15 AM |
OTC Derivatives & OTCD Processing (continued) |
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9:15 AM - 10:00 AM |
Hedge Fund Q & A |
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10:00 AM - 10:30 AM |
Wealth & Asset Management / RIA Platforms |
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10:30 AM - 10:45 AM |
Break |
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10:45 AM - 12:00 PM |
Wealth & Asset Management / RIA Platforms
(continued) |
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12:00 PM - 12:30 PM |
Retail & Online Brokerage |
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12:30 PM |
Conclusion |
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