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CorpActions 2008
Full-Day Conference
Securities Operations Forum, in association with SWIFT, presents "CorpActions 2008" to identify and respond to the questions and issues affecting Corporate Actions. This one-day senior level program will cover the responsibilities of institutions, clients, and custodians; working practices, standards, and guidelines; best practices; new services and improvements in the industry; risk management; and market trends and updates.
"CorpActions 2008" is the ideal forum for operations and both local and global Corporate Actions professionals to meet, learn and understand the operational impact of future Corporate Actions. Delegates will benefit from a comprehensive coverage of key issues.
The topics will include:
* Industry Update from the Utilities Perspective
* Standards and Quality Issues
* Issuer Agent Communications
* OTC Derivatives and other Non-Traditional Markets
* Evaluating and Implementing a Corporate Actions Package
* Tax Implications
* Risk Management
Practitioners from leading financial services firms will discuss the problems they most often encounter, and identify real SOLUTIONS to the complex area of Corporate Actions management.
In addition, a concurrent Vendor Exhibit will feature displays by leading providers of Corporate Actions data and processing systems.
Register by Friday, May 16th to receive the special early-bird price of $795. Group discounts are also available via phone orders. As an attendee of "CorpActions 2008" you will receive a free registration to your choice of one of the following three eLearning courses: US Corporate Actions Introduction; US Corporate Actions Processing; or US Corporate Actions Types. For more information on the course descriptions, please view our website at: http://www.soforum.com/training/elearning.php. |
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CorpActions 2008
Full-Day Conference
CPE Credits: 8 [?]
SWIFT Trainign Offices, 7 Times Square 45th Floor
New York, NY, 10036
US
Jun 05, 2008
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Linda Bookheim of SWIFT welcoming attendees
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Linda Bookheim of SWIFT, John Nordstrom of Euroclear, Tina Davis of BNY Mellon, Mathias Papenfuss of Clearstream, and Lori-Ann Trezza of DTCC
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Chairwoman Amy Harkins of BNY Mellon, Sonda Pimental of BBH, and Theodore Rothschild of JPMorgan Chase
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Debbie Mercer-Miller of Citi, Stevie Conlon of Wolters Kluwer Financial Services, Ted Jahn of Morgan Stanley, and Len Lipton of GlobeTax
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Morning Break with Exhibitors
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Fidelity ActionsXchange and Ryan Oshea of Interactive Data
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Max Mansur of SWIFT, David Hands of DTCC, Campbell Pryde of XBRL US, and John Binder of Pershing
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Chris Ketouris of Securities Industry News interviews the "Issuer Announcements for Corporate Actions" panel
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Attendees during afternoon break
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Kurt Dodds of Blackrock, Ahmad Sharif of BNY Mellon, Elizabeth Krow of BlackRock, and Gregg Rapaport of DTCC
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Phillip Silitschanu of Aite Group
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Heather Folino of Loomis Sayles
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Michael Kania of Mellon Financial Corp, Debbie Mercer-Miller of Citi, Adam Savett of RiskMetrics Group, and David Monks of Global Claims Filing
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Copyright 2007 Securities Operations Forum (SOFORUM)
Contact SOFORUM for permission to reuse any photo with the following conditions:
-State copyright-
-Provide a link to the SOFORUM Home Page-
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