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Omgeo Training

Omgeo Client Training offers the most up-to-date information on our products and services delivered over the Internet, in a classroom setting, or at your site. Search and register for free, instructor-led sessions or access our self-paced learning options. Can't find what you're looking for? Contact us to discuss your needs.

View Our Featured Self-paced Learning:
Omgeo Central Trade Manager for Broker/Dealers - Quick Entry for Trade Input +    
Omgeo Central Trade Manager for Broker/Dealers - Exception Processing of Mismatched Trades +    


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AMF Member Meeting
8, February 2012
New York, NY
Featuring Ana Lotharius, Global Product Manager, Omgeo

BVI
9 February 2012
Frankfurt, Germany
Omgeo to exhibit

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Date Delivery Method Language Course
Feb 7, 2012

New York: 10:00-11:00

London: 15:00-16:00

Webinar English Central Trade Manager for Investment Managers

Who Should Attend
Current or new users who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions.

Agenda +

Register + | View All Sessions for This Course +

Date Delivery Method Language Course
Feb 8, 2012

New York: 10:00-11:00

London: 15:00-16:00

Singapore: 23:00-00:00

Webinar English ALERT for Investment Managers: Introduction to the User Interface

Who Should Attend
New users who need to learn basic functionality.
Current users requiring a refresher on the functionality.


Agenda +

Register + | View All Sessions for This Course +

Date Delivery Method Language Course
Feb 13, 2012

New York: 11:00-12:00

London: 16:00-17:00

Singapore: 00:00-01:00
(14-Feb-2012)

Webinar English An Introduction to Omgeo Services

Who Should Attend
For new clients and those who wish to gain a general understanding of how Omgeo's services work together for you and your counterparties.

Agenda +

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Date Delivery Method Language Course
Feb 14, 2012

New York: 10:00-11:00

London: 15:00-16:00

Singapore: 23:00-00:00

Webinar English ALERT for Investment Managers: Creating and Maintaining SSIs

Who Should Attend
Investment manager users who need to understand the correct format for their SSIs on a market/security basis.
Broker users who want to gain a better understanding of how their IM clients enter data.


Agenda +

Register + | View All Sessions for This Course +

Date Delivery Method Language Course
Feb 14, 2012

New York: 14:00-15:00

Webinar English TradeSuite NearMatch Training for Investment Managers

Who Should Attend
New and existing users who need to view unmatched allocations and unmatched broker confirms.

Agenda +

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Date Delivery Method Language Course
Feb 15, 2012

New York: 09:30-10:30

London: 14:30-15:30

Webinar English Central Trade Manager - Settlement Notification

Who Should Attend
Current day-to-day, buy-side users and any business executives or technical contacts who may find this general information useful to better understand the system.
Anyone interested in implementing this functionality in the future and wanting to find out more information on how Settlement Notification in Omgeo CTM works.

Agenda +

Register + | View All Sessions for This Course +

Date Delivery Method Language Course
Feb 16, 2012

New York: 10:00-11:00

London: 15:00-16:00

Singapore: 23:00-00:00

Webinar English ALERT Plus for Investment Managers

Who Should Attend
Current or new users who need to understand the file formats in order to upload/maintain data in ALERT.

Agenda +

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Date Delivery Method Language Course
Feb 16, 2012

New York: 14:00-15:00

London: 19:00-20:00

Singapore: 03:00-04:00
(17-Feb-2012)

Webinar English OASYS-TradeMatch Informational Session for Prospective Clients and STP Partners - Webinar

Who Should Attend
Investment Managers trading in US Equity and Fixed Income instruments who want to learn about the benefits and trade flow of OASYS-TradeMatch.

Agenda +

Register + | View All Sessions for This Course +

Date Delivery Method Language Course
Feb 20, 2012

New York: 11:00-12:00

London: 16:00-17:00

Webinar English Central Trade Manager for Investment Managers

Who Should Attend
Current or new users who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions.

Agenda +

Register + | View All Sessions for This Course +

Date Delivery Method Language Course
Feb 21, 2012

New York: 10:00-11:00

London: 15:00-16:00

Singapore: 23:00-00:00

Webinar English ALERT for Brokers

Who Should Attend
Current or new users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information.

Agenda +

Register + | View All Sessions for This Course +

Date Delivery Method Language Course
Feb 22, 2012

New York: 10:00-11:00

London: 15:00-16:00

Webinar English ALERT: Input of Foreign Exchange/Cash Instructions and Data Authentication

Who Should Attend
Investment managers and brokers users who need to input their own FX and cash standing settlement instructions (SSIs) and who also need to interpret the FX SSIs of their counterparties.


Agenda +

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Date Delivery Method Language Course
Feb 22, 2012

New York: 14:00-15:00

London: 19:00-20:00

Singapore: 03:00-04:00
(16-Dec-2011)

Webinar English TradeSuite Confirm/Affirm for Investment Managers

Who Should Attend
New and current users who need to create, retrieve, archive, and export confirmations.

Agenda +

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Date Delivery Method Language Course
Feb 28, 2012

New York: 15:00-16:00

London: 20:00-21:00

Singapore: 04:00-05:00
(15-Dec-2011)

Webinar English OASYS-TradeMatch for Investment Managers

Who Should Attend
Current or new users who want to understand the workflow and modules including Omgeo OASYS, Confirm/Affirm and NearMatch.

Agenda +

Register + | View All Sessions for This Course +

Date Delivery Method Language Course
Feb 29, 2012

New York: 10:00-11:00

London: 15:00-16:00

Webinar English Central Trade Manager Informational Session for Prospective Clients and STP Partners- Webinar

Who Should Attend
Investment Managers / Hedge Funds trading in Cross Border Equity and Fixed Income Instruments who want to learn about the benefits of using this product.

Agenda +

Register + | View All Sessions for This Course +

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