| Date |
Delivery Method |
Language |
Course |
Jul 7 2009 1:00AM
New York 01:00-02:30
London 06:00-07:30
Singapore 13:00-14:30
|
Instructor-led, online via Webinar |
English |
ALERT for Brokers
Who Should Attend Current or new Omgeo ALERT users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information
Agenda: Through this practical, pc-based instruction on Omgeo ALERT's functionality and features, you will
Create and maintain standing settlement instructions (SSIs)
Retrieve and cross reference clients' funds and SSIs
View and filter Alert messages and Mail
Learn tips and shortcuts for using the web interface
register + |
view all sessions for this course +
|
Jul 7 2009 10:00AM
New York 10:00 - 11:00
London 14:00 - 15:00
Singapore 20:00 - 21:00
|
Instructor-led, online via Webinar |
English |
ALERT for Brokers
Who Should Attend Current or new Omgeo ALERT users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information
Agenda: Through this practical, pc-based instruction on Omgeo ALERT's functionality and features, you will
Create and maintain standing settlement instructions (SSIs)
Retrieve and cross reference clients' funds and SSIs
View and filter Alert messages and Mail
Learn tips and shortcuts for using the web interface
register + |
view all sessions for this course +
|
Jul 7 2009 10:00AM
New York 10:00-12:00
London 15:00-17:00
Singapore 22:00-00:00
|
Instructor-led, online via Webinar |
English |
Central Trade Manager for Investment Managers
Who Should Attend Current or new users of Omgeo Central Trade Manager who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions
Agenda: Through this overview of Omgeo Central Trade Manager, you will: Understand trade flows and the matching process Identify trade statuses and know when user intervention is required
Manage matching exceptions and reject, cancel, amend and force pair them
Customise the User Interface
Review printing and exporting trades
register + |
view all sessions for this course +
|
Jul 8 2009 10:00AM
New York 10:00-11:30
London 15:00-16:30
Singapore 22:00-23:30
|
Instructor-led, online via Webinar |
English |
OASYS-TradeMatch for Investment Managers
Who Should Attend Current or new Omgeo Oasys TradeMatch users who want to understand the Oasys-TradeMatch workflow and modules including Oasys, Confirm/Affirm and NearMatch
Agenda: OTM Trade Information Flow
Recognize block and allocation information
Identify matching statuses
Understand the functionality of OASYS, TradeMatch, NearMatch and Confirm/Affirm
register + |
view all sessions for this course +
|
Jul 8 2009 2:00PM
New York 14:00-15-30
London 19:00-20:30
Singapore 3:00-4:30
|
Instructor-led, online via Webinar |
English |
TradeSuite NearMatch Training for Investment Managers
Who Should Attend New and Existing Users of Omgeo TradeSuite NearMatch who need to view unmatched allocations and unmatched broker confirms
Agenda: Through this practical, pc-based instruction on NearMatch functionality and features, you will:
Retrieve and view unmatched allocations and unmatched confirms
Create possible allocation and broker confirm pairs based on specified matching criteria
Tag and affirm confirms
register + |
view all sessions for this course +
|
Jul 13 2009 9:30AM
New York 09:30-10:30
London 14:30-15:30
Singapore 21:30-22:30
|
Instructor-led, online via Webinar |
English |
Product Overview
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: During this session you will see an overview of Omgeo's service offerings including:
ALERT (structure of settlement instructions and interaction with confirmation systems)
Confirmation systems including OASYS, OASYS-TradeMatch, OASYS Global and Central Trade Manager
Settlement Notification (SWIFT messaging and relevance of ALERT SSIs)
Benchmarks (measurements available)
register + |
view all sessions for this course +
|
Jul 14 2009 1:00AM
New York 01:00-02:30
London 06:00-07:30
Singapore 13:00-14:30
|
Instructor-led, online via Webinar |
English |
ALERT for Investment Managers
Who Should Attend Current or new Omgeo ALERT users who need to learn the structure of ALERT's standing settlement instructions (SSIs) in order to manage and maintain them
Agenda: Practical, pc-based instruction on the functionality and features within ALERT
Maintain and create settlement models & account information in ALERT
Allow broker access to retrieve fund information
Tips & shortcuts for using the web interface
register + |
view all sessions for this course +
|
Jul 14 2009 9:30AM
New York 09:30-10:30
London 14:30-15:30
Singapore 21:30-22:30
|
Instructor-led, online via Webinar |
English |
ALERT for Investment Managers: Introduction to the User Interface
Who Should Attend - New users who need to learn the basics of how to use ALERT functionality
- Existing users requiring a refresher on ALERT functionality
- Knowledge level: beginners
Agenda: - Creating / maintaining settlement model instructions
- Creating / maintaining accounts
- Granting brokers access and broker lists
- Viewing Alerts and Mails
- Using Report functionality
- Setting acronym / user level configurations
register + |
view all sessions for this course +
|
Jul 14 2009 10:00AM
New York 10:00-11:00
London 15:00-16:00
Singapore 22:00-23:00
|
Instructor-led, online via Webinar |
English |
Central Trade Manager – Settlement Notification
Who Should Attend Current day-to-day users of the CTM system, and 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 CTM works.
Agenda: Attend this session to learn more about Omgeo CTM’s Settlement Notification functionality and how it can help you streamline your post-trade processes. We will look specifically at how you can:
Automate notifications to third parties
Send Pre-Match Agreed notifications
Efficiently manage your instructions and notifications and deal with any exceptions
register + |
view all sessions for this course +
|
Jul 14 2009 11:00AM
New York 11:00-12:00
London 16:00-17:00
Singapore 23:00-00:00
|
Instructor-led, online via 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
- Knowledge level: intermediate
Agenda: - Equities / Fixed Income instructions: 1,2 and 3 levels of clearing
- Understanding the validation rules and mandatory data elements
- Market specific variations
- Best practice for 5 specific markets: US-DTC, Euroclear / Clearstream, France, Netherlands, Spain
register + |
view all sessions for this course +
|
Jul 14 2009 10:00PM
New York 22:00-23:30
London 03:00-04:30 (15-Jul-2009)
Singapore 10:00-11:30 (15-Jul-2009)
|
Instructor-led, online via Webinar |
Cantonese |
ALERT for Brokers
Who Should Attend Current or new Omgeo ALERT users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information
Agenda: Through this practical, pc-based instruction on Omgeo ALERT's functionality and features, you will
Create and maintain standing settlement instructions (SSIs)
Retrieve and cross reference clients' funds and SSIs
View and filter Alert messages and Mail
Learn tips and shortcuts for using the web interface
register + |
view all sessions for this course +
|
Jul 15 2009 10:00AM
New York 10:00-11:30
London 15:00-16:30
Singapore 22:00-23:30
|
Instructor-led, online via Webinar |
English |
TradeSuite Confirm/Affirm for Investment Managers
Who Should Attend New and Existing Users of Omgeo TradeSuite Confirm/Affirm who need to create, retrieve, archive, and export confirmations
Agenda: Through this practical, pc-based instruction on Confirm/Affirm's functionality and features, you will:
Retrieve and export confirmations
Create and save confirmations
Learn about archiving
register + |
view all sessions for this course +
|
Jul 16 2009 5:00AM
New York 05:00-06:00
London 10:00-11:00
Singapore 17:00-18:00
|
Instructor-led, online via Webinar |
English |
ALERT for Investment Managers: Introduction to the User Interface
Who Should Attend - New users who need to learn the basics of how to use ALERT functionality
- Existing users requiring a refresher on ALERT functionality
- Knowledge level: beginners
Agenda: - Creating / maintaining settlement model instructions
- Creating / maintaining accounts
- Granting brokers access and broker lists
- Viewing Alerts and Mails
- Using Report functionality
- Setting acronym / user level configurations
register + |
view all sessions for this course +
|
Jul 16 2009 10:00AM
New York 10:00-11:00
London 15:00-16:00
Singapore 22:00-23:00
|
Instructor-led, online via 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
- Knowledge level: intermediate
Agenda: - Equities / Fixed Income instructions: 1,2 and 3 levels of clearing
- Understanding the validation rules and mandatory data elements
- Market specific variations
- Best practice for 5 specific markets: US-DTC, Euroclear / Clearstream, France, Netherlands, Spain
register + |
view all sessions for this course +
|
Jul 21 2009 1:00AM
New York 01:00-02:30
London 06:00-07:30
Singapore 13:00-14:30
|
Instructor-led, online via Webinar |
English |
OASYS Global for Brokers
Who Should Attend Current or new broker/dealer users of Omgeo OASYS Global who would like a formal introduction to using the service
Agenda: Through this overview of Omgeo OASYS Global, you will:
Understand the benefits and trade flows
Learn features and functionality, including creating new trade confirmations
Review additional options
register + |
view all sessions for this course +
|
Jul 21 2009 4:30AM
New York 04:30-06:30
London 09:30-11:30
Singapore 16:30-18:30
|
Instructor-led, online via Webinar |
English |
Central Trade Manager for Investment Managers
Who Should Attend Current or new users of Omgeo Central Trade Manager who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions
Agenda: Through this overview of Omgeo Central Trade Manager, you will: Understand trade flows and the matching process Identify trade statuses and know when user intervention is required
Manage matching exceptions and reject, cancel, amend and force pair them
Customise the User Interface
Review printing and exporting trades
register + |
view all sessions for this course +
|
Jul 21 2009 10:00AM
New York 10:00-11:30
London 15:00-16:30
Singapore 22:00-23:50
|
Instructor-led, online via Webinar |
English |
Omgeo 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 Omgeo Central Trade Manager
Agenda: Through this session, you will:
See an overview of Omgeo Central Trade Manager
Learn the benefits of Omgeo Central Trade Manager
Understand the functionality of Omgeo Central Trade Manager User Interface
register + |
view all sessions for this course +
|
Jul 21 2009 9:00PM
New York 21:00-22:30
London 02:00-03:30 (22-Jul-2009)
Singapore 09:00-10:30 (22-Jul-2009)
|
Instructor-led, online via Webinar |
Korean
|
ALERT for Brokers
Who Should Attend Current or new Omgeo ALERT users who need to maintain their own standing settlement instructions (SSIs) and retrieve their clients' SSIs and fund information
Agenda: Through this practical, pc-based instruction on Omgeo ALERT's functionality and features, you will
Create and maintain standing settlement instructions (SSIs)
Retrieve and cross reference clients' funds and SSIs
View and filter Alert messages and Mail
Learn tips and shortcuts for using the web interface
register + |
view all sessions for this course +
|
Jul 22 2009 2:00PM
New York 14:00-15:30
London 19:00-20:30
Singapore 02:00-03:30 (23-Jul-2009)
|
Instructor-led, online via Webinar |
English |
Omgeo 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: Through this session, you will
See an overview of OASYS-TradeMatch trade flow
Learn the benefits of OASYS-TradeMatch
Tour OASYS, NearMatch and Confirm/Affirm
register + |
view all sessions for this course +
|
Jul 28 2009 1:00AM
New York 01:00-02:30
London 06:00-07:30
Singapore 13:00-14:30
|
Instructor-led, online via Webinar |
English |
Central Trade Manager for Investment Managers
Who Should Attend Current or new users of Omgeo Central Trade Manager who need to understand the trade flows and statuses, navigate the user interface and manage trade exceptions
Agenda: Through this overview of Omgeo Central Trade Manager, you will: Understand trade flows and the matching process Identify trade statuses and know when user intervention is required
Manage matching exceptions and reject, cancel, amend and force pair them
Customise the User Interface
Review printing and exporting trades
register + |
view all sessions for this course +
|
Jul 28 2009 9:30AM
New York 09:30-10:30
London 14:30-15:30
Singapore 21:30-22:30
|
Instructor-led, online via Webinar |
English |
ALERT for Investment Managers: Introduction to the User Interface
Who Should Attend - New users who need to learn the basics of how to use ALERT functionality
- Existing users requiring a refresher on ALERT functionality
- Knowledge level: beginners
Agenda: - Creating / maintaining settlement model instructions
- Creating / maintaining accounts
- Granting brokers access and broker lists
- Viewing Alerts and Mails
- Using Report functionality
- Setting acronym / user level configurations
register + |
view all sessions for this course +
|
Jul 28 2009 11:00AM
New York 11:00-12:00
London 16:00-17:00
Singapore 23:00-00:00
|
Instructor-led, online via 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
- Knowledge level: intermediate
Agenda: - Equities / Fixed Income instructions: 1,2 and 3 levels of clearing
- Understanding the validation rules and mandatory data elements
- Market specific variations
- Best practice for 5 specific markets: US-DTC, Euroclear / Clearstream, France, Netherlands, Spain
register + |
view all sessions for this course +
|
Jul 28 2009 10:00PM
New York 22:00-23:30
London 03:00-04:30 (29-Jul-2009)
Singapore 10:00-11:30 (29-Jul-2009)
|
Instructor-led, online via Webinar |
Mandarin |
OASYS Global for Brokers
Who Should Attend Current or new broker/dealer users of Omgeo OASYS Global who would like a formal introduction to using the service
Agenda: Through this overview of Omgeo OASYS Global, you will:
Understand the benefits and trade flows
Learn features and functionality, including creating new trade confirmations
Review additional options
register + |
view all sessions for this course +
|
Jul 29 2009 5:00AM
New York 05:00-06:00
London 10:00-11:00
Singapore 17:00-18:00
|
Instructor-led, online via Webinar |
English |
ALERT for Investment Managers: Introduction to the User Interface
Who Should Attend - New users who need to learn the basics of how to use ALERT functionality
- Existing users requiring a refresher on ALERT functionality
- Knowledge level: beginners
Agenda: - Creating / maintaining settlement model instructions
- Creating / maintaining accounts
- Granting brokers access and broker lists
- Viewing Alerts and Mails
- Using Report functionality
- Setting acronym / user level configurations
register + |
view all sessions for this course +
|
Jul 29 2009 10:00AM
New York 10:00-11:00
London 15:00-16:00
Singapore 22:00-23:00
|
Instructor-led, online via 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
- Knowledge level: intermediate
Agenda: - Equities / Fixed Income instructions: 1,2 and 3 levels of clearing
- Understanding the validation rules and mandatory data elements
- Market specific variations
- Best practice for 5 specific markets: US-DTC, Euroclear / Clearstream, France, Netherlands, Spain
register + |
view all sessions for this course +
|