| Date |
Delivery Method |
Language |
Course |
12-May-2008
London
14:00-16:00
|
Instructor-led Classroom |
English |
Omgeo Product Overview Classroom Training for Existing Clients (Investment Managers and Broker/Dealers)
Who Should Attend
Those who wish to gain a general understanding of how Omgeo’s services work together for themselves and their counterparties. For more detailed training sessions on specific services, please visit our training calendar at www.omgeo.com/training/schedule.php.
Agenda:
During this session we will provide an overview on Omgeo’s service offerings for brokers and investment managers including:
Central Trade manager and OASYS Global (trade flows and matching/affirmation process)
ALERT (structure of settlement instructions and interaction with confirmation systems)
Benchmarks (measurements available)
MarketMatch (trade flow and matching criteria)
Transaction Report (FSA reporting)
This session is full. Please select another session to attend or use the Contact Us page if you have any further questions.
view all sessions for this course
|
12-May-2008
New York
22:00 -23:00
London
03:00-04:00
(13-May-2008)
Singapore
10:00-11:00
(13-May-2008)
|
Instructor-led, online via Webinar |
Japanese |
Omgeo OASYS Global 2.0 - Migration Webinar for Broker/Dealers
Who Should Attend
Current users of Omgeo OASYS Global for Brokers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
13-May-2008
New York
04:30 -07:00
London
09:30-12:00
Singapore
16:30-19:00
|
Instructor-led Classroom |
English |
Omgeo Product Overview Classroom Training for Existing Clients (Investment Managers and Broker/Dealers)
Who Should Attend
Those who wish to gain a general understanding of how Omgeo’s services work together for themselves and their counterparties. For more detailed training sessions on specific services, please visit our training calendar at www.omgeo.com/training/schedule.php.
Agenda:
During this session we will provide an overview on Omgeo’s service offerings for brokers and investment managers including:
Central Trade manager and OASYS Global (trade flows and matching/affirmation process)
ALERT (structure of settlement instructions and interaction with confirmation systems)
Benchmarks (measurements available)
MarketMatch (trade flow and matching criteria)
Transaction Report (FSA reporting)
register | view all sessions for this course
|
13-May-2008
London
14:00-16:00
|
Instructor-led Classroom |
English |
Omgeo Central Trade Manager Classroom Training for Investment Managers
Who Should Attend
Current and 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:
During this training on Omgeo Central Trade Manager, you will:
Understand trade flows and the matching process
Identify trade statuses and know when user intervention is required (reject, cancel, amend and force pair/match)
Customise the user interface
Review printing and exporting trades
register | view all sessions for this course
|
13-May-2008
New York
10:00 - 11:30am
London
15:00 - 16:30pm
|
Instructor-led, online via Webinar |
English |
Using Omgeo Central Trade Manager Effectively for Investment Managers - Webinar
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
|
14-May-2008
London
09:30-12:00
|
Instructor-led Classroom |
English |
Omgeo Central Trade Manager Classroom Training for Investment Managers
Who Should Attend
Current and 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:
During this training on Omgeo Central Trade Manager, you will:
Understand trade flows and the matching process
Identify trade statuses and know when user intervention is required (reject, cancel, amend and force pair/match)
Customise the user interface
Review printing and exporting trades
register | view all sessions for this course
|
14-May-2008
New York
11:00-12:00
London
16:00-17:00
Singapore
23:00-24:00
|
Instructor-led, online via Webinar |
English |
Using Omgeo ALERT Effectively for Brokers - Webinar
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
|
14-May-2008
New York
14:00 -15:30
|
Instructor-led, online via Webinar |
English |
OASYS-TradeMatch for Investment Managers - Webinar
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
|
15-May-2008
New York
05:30 -06:30
London
10:30-11:30
Singapore
17:30-18:30
|
Instructor-led, online via Webinar |
English |
Omgeo OASYS Global 2.0 - Migration Webinar for Broker/Dealers
Who Should Attend
Current users of Omgeo OASYS Global for Brokers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
20-May-2008
New York
00:00 -01:00
London
05:00-06:00
Singapore
13:00-14:00
|
Instructor-led, online via Webinar |
English |
Omgeo OASYS Global 2.0 - Migration Webinar for Broker/Dealers
Who Should Attend
Current users of Omgeo OASYS Global for Brokers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
20-May-2008
New York
09:30 -10:30
London
14:30-15:30
Singapore
21:30-22:30
|
Instructor-led, online via Webinar |
English |
Omgeo OASYS Global 2.0 - Migration Webinar for Broker/Dealers
Who Should Attend
Current users of Omgeo OASYS Global for Brokers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
20-May-2008
New York
10:30 -12:00
|
Instructor-led, online via Webinar |
English |
Omgeo ALERT for ALERT-SID Consolidation Clients
Who Should Attend
Investment Managers who are migrating from SID to ALERT due to the ALERT-SID Consolidation project.
Agenda:
Through this session on ALERT, you will
understand the migration to ALERT
Use the various functionalities of ALERT vs. SID
Maintain and create settlement models & account information in ALERT
Allow broker access to retrieve fund information
Use Future Effective Date
register | view all sessions for this course
|
20-May-2008
New York
14:00 -15:00
|
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
|
20-May-2008
New York
22:00 -23:00 - 20th May
London
03:00-04:00 -21st May
Singapore
10:00-11:00 - 21st May
|
Instructor-led, online via Webinar |
English |
Omgeo OASYS Global 2.0 - Migration Webinar for Investment Managers and CFI Receivers
Who Should Attend
Current Omgeo OASYS Global Investment Manager users or Copy For Information receivers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
21-May-2008
New York
10:00-11:30, EST
|
Instructor-led, online via Webinar |
English |
Omgeo ALERT for Investment Managers - Webinar
Who Should Attend
Current or new Omgeo ALERT users who want to learn the structure of Standing Settlement Instructions (SSIs) within ALERT.
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
|
22-May-2008
New York
04:30 -05:30
London
09:30-10:30
Singapore
16:30-17:30
|
Instructor-led, online via Webinar |
English |
Omgeo OASYS Global 2.0 - Migration Webinar for Broker/Dealers
Who Should Attend
Current users of Omgeo OASYS Global for Brokers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
26-May-2008
New York
22:00 -23:00 - 26th May
London
03:00-04:00 - 27th May
Singapore
10:00-11:00 - 27th May
|
Instructor-led, online via Webinar |
English |
Omgeo OASYS Global 2.0 - Migration Webinar for Broker/Dealers
Who Should Attend
Current users of Omgeo OASYS Global for Brokers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
27-May-2008
New York
10:00
London
15:00
|
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
|
27-May-2008
New York
14:00 -15:00 - 27th May
London
19:00-20:00 - 27th May
Singapore
02:00-03:00 - 28th May
|
Instructor-led, online via Webinar |
English |
Omgeo OASYS Global 2.0 - Migration Webinar for Broker/Dealers
Who Should Attend
Current users of Omgeo OASYS Global for Brokers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
28-May-2008
New York
09:30 -10:30
London
14:30-15:30
Singapore
21:30-22:30
|
Instructor-led, online via Webinar |
English |
Omgeo OASYS Global 2.0 - Migration Webinar for Investment Managers and CFI Receivers
Who Should Attend
Current Omgeo OASYS Global Investment Manager users or Copy For Information receivers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
29-May-2008
New York
04:30 -05:30
London
09:30-10:30
Singapore
16:30-17:30
|
Instructor-led, online via Webinar |
English |
Omgeo OASYS Global 2.0 - Migration Webinar for Broker/Dealers
Who Should Attend
Current users of Omgeo OASYS Global for Brokers who need to learn about the new Windows 2.0 version
Agenda:
Through this session on Omgeo OASYS Global 2.0, you will:
Understand the benefits of the new Windows version
Receive details on the migration process
View a demonstration of the new user interface
register | view all sessions for this course
|
