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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:

- Challenges, Differentiation, and Innovation In Financial Markets
- The Intelligent Search For Liquidity In Fragmented Markets
- Data Revolution: Enterprise Data Management, Corporate Actions, and FIX

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  
   
7:45 AM - 8:30 AM Coffee, Breakfast, and Registration
8:30 AM - 9:30 AM Asset Classes & Markets Overview
9:30 AM - 10:30 AM Exchanges, ECN's, ATS's, Dark Pools of Liquidity
10:30 AM - 10:45 AM Break
10:45 AM - 11:15 AM Algorithms & Algorithmic Trading
11:15 AM - 11:45 AM Quantitative Analysis
11:45 AM - 12:45 PM Order & Execution Management
12:45 PM - 1:45 PM Lunch
1:45 PM - 2:30 PM Portfolio Systems
2:30 PM - 3:15 PM The FIX Protocol
3:15 PM - 3:30 PM Break
3:30 PM - 4:45 PM Market Data, Reference Data, and Enterprise Data Management (EDM)
4:45 PM - 5:30 PM Corporate Actions
7:30 PM Group Dinner
   
Day Two  
   
7:45 AM - 8:30 AM Coffee and Breakfast  
8:30 AM - 9:30 AM High Performance Trading & Low Latency
9:30 AM - 10:00 AM Complex Event Processing (CEP)
10:00 AM - 10:15 AM Break
10:15 AM - 11:45 AM Financial Markets Regulation & Compliance
11:45 AM - 12:30 PM Risk Management
12:30 PM - 1:30 PM Lunch
1:30 PM - 2.15 PM Risk Management (continued)
2:15 PM - 3:30 PM Securities Processing
3:30 PM - 3:45 PM Break
3:45 PM - 4:15 PM Correspondent Clearing
4:15 PM - 4:45 PM Reconciliations
4:45 PM - 5:30 PM OTC Derivatives & OTCD Processing
7:30 Group Dinner  
   
Day Three  
   
7:45 AM - 8:30 AM Coffee and Breakfast  
8:30 AM - 9:15 AM OTC Derivatives & OTCD Processing (continued)
9:15 AM - 10:00 AM Hedge Fund Q & A
10:00 AM - 10:30 AM Wealth & Asset Management / RIA Platforms
10:30 AM - 10:45 AM Break
10:45 AM - 12:00 PM Wealth & Asset Management / RIA Platforms (continued)
12:00 PM - 12:30 PM Retail & Online Brokerage
12:30 PM Conclusion
   
   

 

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