Join us to learn about the key concepts and processes in securities settlements and discuss with international peers about the best market practices around the world.
Two days of practical learning and sessions conducted by a senior expert with over 30 years of international experience.
This training program is designed to provide delegates with practical knowledge about the key concepts, systems, processes and procedures in international securities settlement and global custody services as well as operational risks involved.
You will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved as well as all stages about clearing and settlement process, the role of exchanges and clearing houses, functioning of the settlements department, role of payments in the settlements.
Day two focuses on the role and functioning of global custody, services provided, derivatives settlements, corporate actions and risk management. You will also learn about the latest sector’s trends and changes.
You will also learn about the impact of the MiFID and T2S - Target 2 Securities and upcoming T1S initiatives on the market.
The course is conducted by senior experts with many years of international experience and includes many international case studies and exercises.
Two days of practical learning and sessions conducted by a senior expert with over 30 years of international experience.
This training program is designed to provide delegates with practical knowledge about the key concepts, systems, processes and procedures in international securities settlement and global custody services as well as operational risks involved.
You will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved as well as all stages about clearing and settlement process, the role of exchanges and clearing houses, functioning of the settlements department, role of payments in the settlements.
Day two focuses on the role and functioning of global custody, services provided, derivatives settlements, corporate actions and risk management. You will also learn about the latest sector’s trends and changes.
You will also learn about the impact of the MiFID and T2S - Target 2 Securities and upcoming T1S initiatives on the market.
The course is conducted by senior experts with many years of international experience and includes many international case studies and exercises.
Speaker
Richard’s professional experience spans over 25 years. He started his career with Wells Fargo Bank, following by Fundtech and then moving to international advisory and consulting for the private and high-tech sectors providing high-level consulting, business analysis, project management and training to a wide range of banking clientele across the globe.Over his career Richard was involved in International Trade Finance, Cross Border Payments and Settlements, Operational Risk, AML and Corporate Governance amongst others.
He has spent extensive time servicing a diversity of financial institutional clients in many countries including: UK, Ireland, China, Singapore, Hong Kong, Philippines, Korea, Malawi, Ghana, Nigeria, Kenya, South Africa, Poland, Sweden, Netherlands, Greece, Norway, Bermuda and across North America.
Clients that Richard has trained & consulted to include: JP Morgan, Abu Dhabi Commercial Bank, Qatar Exchange, Abu Dhabi Investment Authority, Central Bank of Egypt, Irish Gas, UBS, Central Bank of Ireland, Central Bank of Norway, Merrill Lynch, PGGM, BP, Asian Development Bank, African Development Bank, Instinet, Fundtech, European Central Bank, Brunei Investment Agency, British Steel Pension Fund, Salesforce and Tullet Prebon amongst others.
