Experience the value of a live session on demand. From product enhancements to step-by-step walk-thrus, Omgeo client webinars offer an inside look at recent releases and relevant topics.
Latest Webinars!
The Global Move to Shorter Settlement Cycles (45 minutes)
With many major markets in Asia already on T+2, the European Union poised to move to T+2 by January 2015, and the US exploring shorter settlement cycles in the local market, industry participants worldwide are now focused on the operational impact of supporting this important move. This session engages industry experts in a deeper discussion around the global move to SSC and the operational barriers to achieving an accelerated settlement timeline.
Legal Entity with Omgeo ALERT (46 minutes)
Legal Entity information is more important than ever for organizations to mitigate risk, and access to Legal Entity data allows increased efficiency within the industry. Learn more about ALERT’s ability to support Legal Entity fields and how you can view each of your counterparties Legal Entity information through the Legal Entity view subscription in ALERT. We also discuss the CFTC Interim Compliant Identifier (CICI).
Past Webinars
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ALERT | Central Trade Manager | OASYS | TradeSuite
View Thought Leadership Webinars
Canadian Investment Management Operations | Collateral Management | Compliance & Risk Management | Counterparty Risk | Hedge Funds | Global Move to Shorter Settlement Cycles | Legal Entity Identifiers | Legislative Initiatives | Operational Risk | OTC Derivatives | Same Day Affirmation | Trade-Aways and SMAs | T+2 Settlement Cycle
Top Viewed Webinars
Training
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Products
ALERT
Legal Entity with Omgeo ALERT (46 minutes)
Legal Entity information is more important than ever for organizations to mitigate risk, and access to Legal Entity data allows increased efficiency within the industry. Learn more about ALERT’s ability to support Legal Entity fields and how you can view each of your counterparties Legal Entity information through the Legal Entity view subscription in ALERT. We also discuss the CFTC Interim Compliant Identifier (CICI).
Omgeo ALERT and Waters Technology: Exceptions Processing - Targeting Your Costs & Risk
(45 minutes)
The goal of every broker is to reduce the risk of downstream trade failures by screening incoming data for validation errors and inconsistencies. Leading brokerages are beginning to analyze and identify inefficiencies that impact their risk exposure and costs, while simultaneously improving their accuracy. Hear how one large broker-dealer has reviewed its processing programs and found outdated validation rules that increased costs, and learn how to boost efficiency by reducing manual processing in your own organization.
Omgeo ALERT for Global Custodians: Examining the benefits and workflow impacts to custodians and investment managers (49 minutes)
View this session to learn more about the ALERT for Custodians workflow model set to improve the relationship between global custodian and investment manager SSIs within ALERT.
Omgeo ALERT Fixed Income (54 minutes)
Join us for a refresher on fixed income functionality in Omgeo ALERT and ALERT Plus.
Ensuring Accurate FX Instructions, Where and When You Need Them with Omgeo ALERT (59 minutes)
Learn more about ALERT’s ability to support FX/Cash instructions and how it can help ensure accurate and automated communication of account and settlement instructions.
Omgeo CTM
Omgeo Central Trade Manager - Adding Flexibility to Your Settlement Notification Workflow;
A review of current features and new enhancements for Omgeo CTM Settlement Notification
(48 minutes)
View this webinar for a high level overview of Omgeo CTM Settlement Notification (SN) and review the difference between Match Agreed (MAGR) and Pre-Match Agreed (Pre-MAGR) trades. You will also learn how to manage Pre-MAGR trades and review what a one-sided trade is and how they are created and managed within Omgeo CTM.
Boon or Bane? Exchange Traded Derivatives in the Back Office (60 minutes)
Pressure is mounting on post-trade operations as investors increasingly use this growing asset class to manage portfolio risk and seek out new sources of alpha. Is it a challenge or an opportunity? Hear from an industry panel featuring representatives from Man Investments, TABB Group, UBS IB and Omgeo.
Omgeo CTM for Investment Managers – Setting Yourself Up for Matching Success (56 minutes)
Learn everything you need to know about Omgeo CTM Matching Profiles, Broker Matching Groups (BRMGs) and how to maintain these using the Omgeo CTM Dashboard tool.
Omgeo Central Trade Manager (Omgeo CTM) for Broker/Dealers – our migration program and the SunGard RIMS interface (29 minutes)
Omgeo OASYS Global will migrate to Omgeo CTM. This webinar introduces the interface between Omgeo CTM, Omgeo’s platform for the central matching of transactions and Stream RIMS, SunGard’s middle- and back-office solution for securities. The presentation is hosted by Simon Powell, Manager of Global Alliance EMEA at Omgeo in conjunction with Alex Walker, SVP Post-Trade for Securities at SunGard Position, Risk & Operations.
Omgeo Central Trade Manager for Broker/Dealers – What is the Omgeo CTM Message Translation Interface (MTI)? (56 minutes)
Learn about the latest Omgeo CTM file-based, import/export interface now available for broker/dealers. Targeted more at technical staff but suitable as an overview for all users, it covers what is included in the first release, how the import/export interface works, and what you need to do to migrate to this interface.
Omgeo Central Trade Manager for Broker/Dealers - Are you using Omgeo CTM to its fullest potential? (54 minutes)
Specifically targeted at automated users of Omgeo CTM, this webinar looks at exception processing in the Omgeo CTM user interface for broker/dealers, to help ensure you are maximizing your use of the system. It covers how to deal effectively with mismatched and not matched trades, managing cancellations and creating customized views of your data.
An Introduction to the Omgeo CTM Broker/Dealer User Interface (58 minutes)
Learn more about our new Omgeo CTM Broker/Dealer User Interface. This webinar will provide you with information on how to effectively navigate the Trade Blotter, view and respond to trades alleged against you by your counterparty and how to resolve exception trades. We will also demonstrate some of the ways you can customize the Trade Blotter on an individual user basis.
Omgeo Central Trade Manager – Are You Enriched? Examine the Benefits of Enrichment via Omgeo ALERT (57 Minutes)
This webinar reviews the process and benefits of enriching your Omgeo CTM messages with Omgeo ALERT SSI instructions. Discussion topics include a definition of SSI enrichment, clarification of when in the Omgeo CTM workflow enrichment occurs, how clients can enrich from ALERT and who enriches where amongst others
Omgeo Central Trade Manager for Broker/Dealers – our migration program and the Singularity interface (27 minutes)
Learn about Omgeo OASYS Global migration plans, the benefits of migration to Omgeo CTM for broker/dealers, and hear from an Omgeo partner regarding their certified interface.
Omgeo OASYS Global to Omgeo CTM Migration Program Webinar: Join the Efficient Community with Omgeo Central Trade Manager (28 minutes)
We review the value of Omgeo CTM, how is it different from OASYS Global and the key benefits of migrating. In addition we provide an explanation of the interface options available and what should be considered when choosing one. This webinar session also contains a quick overview of the Omgeo CTM user interface.
The Benefits of Omgeo Central Trade Manager Migration for Broker/Dealers (38 minutes)
Learn about Omgeo OASYS Global retirement plans, the benefits of migration to Omgeo CTM for broker/dealers, and hear a real-world case study of a recent broker/dealer migration through an Omgeo partner, Fiserv.
Omgeo Central Trade Manager – Push or Pull, the Choice is Yours: A Technical Overview of our Newest Interface Option (53 minutes)
By viewing this webinar you will learn more about Omgeo CTM’s newest interface option. We cover specifically what Event Based Push is, the benefits of using this functionality, details around XML messaging and polling, event types and event profiles, and MQ connectivity. Please note: Due to the technical nature of the material covered, IT and technical/systems support staff will find the most value out of this session.
Omgeo Central Trade Manager: All you want to know about Settlement Notification but are afraid to ask (62 minutes)
Learn about Omgeo CTM’s Settlement Notification functionality and how it can help you streamline your post-trade processes, including upcoming Omgeo CTM Trade Blotter enhancements.
Omgeo Central Trade Manager: Maximizing Your Use of the Trade Blotter (57 minutes)
This webinar reviews how to customize the Omgeo CTM Trade Blotter to improve exception processing capabilities. Viewers will gain a deeper understanding of key features included to enhance their overall user experience. Review the session FAQs.
Omgeo Central Trade Manager Best Practices: Your fast track to the efficient community (59 minutes)
Learn more about our recently published "Omgeo CTM Best Practices." This document was requested by our client community to help provide guidance for how the buy-side and sell-side will interact with each other when broker/dealers migrate from OASYS Global (OG) to Omgeo CTM.
OASYS
Perspectives on Step-Out Trading (35 minutes)
As global financial markets continue to evolve, managed account assets are projected to grow at a healthy pace over the next five years. In this webinar, we discuss investment manager perspectives on managed account trends, where operational challenges currently exist within the trade life cycle, and how Omgeo OASYS can help drive efficiency, promote transparency, and reduce costs within the post-trade process.
TradeSuite
Omgeo TradeSuite 7.1: Upgrading Institutions, Banks and Prime Brokers via their Direct Interface (28 minutes)
This webinar is designed to educate TradeSuite Direct Buy-Side clients on immediate steps they need to take to ensure SEC compliance, how to waive TradeSuite 7.1 integration fees, and the impact of not upgrading.
Omgeo TradeSuite Confirm Archive – How can it benefit you? (25 minutes)
This session provides a brief background on the topic and an overview of the latest TradeSuite offering, including a look inside and information on SEC ‘No-Action’ letters.
Omgeo TradeSuite 7.1 - What can it do for you? (53 minutes)
This session provides a detailed breakdown of TradeSuite 7.1 components including the Confirm Disclosure service and Omgeo inSITE. We also address SEC Rule 10b-10 compliance and what steps buy-side and sell-side clients were required to take.
Omgeo TradeSuite QC Plus (39 minutes)
An inside look at QC Plus and the functionality it offers. This presentation includes an in-depth overview with screen shots of tools and reports available for agents, brokers and institutions.
Omgeo TradeSuite Reporting Functionality (58 minutes)
This webcast focuses on available TradeSuite output, including a breakdown of confirmation status and an overview of existing reports and their uses. This presentation also includes a demonstration of TradeSuite QC Online and a detailed synopsis of TradeSuite QC Plus.
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Thought Leadership
The Global Move to Shorter Settlement Cycles (45 minutes)
With many major markets in Asia already on T+2, the European Union poised to move to T+2 by January 2015, and the US exploring shorter settlement cycles in the local market, industry participants worldwide are now focused on the operational impact of supporting this important move. This session engages industry experts in a deeper discussion around the global move to SSC and the operational barriers to achieving an accelerated settlement timeline.
Compliance & Risk Management – The Omgeo Experience (20 minutes)
Risk Management and Regulatory Compliance continue to gain more prominence within the financial services industry. Service providers who are committed to managing risk as well as creating industry best practices are key to enabling the industry to address regulatory requirements. View a live Q&A with Omgeo’s Chief Compliance Officer, Kara Hill, regarding Omgeo’s commitment to Risk Management and Compliance and how that commitment benefits our client community.
Legal Entity Identifiers: Reducing Systemic and Counterparty Risk (60 minutes)
The DTCC, European Central Bank and Omgeo discuss Legal Entity Identifiers (LEIs), a topic that is increasingly gaining importance within the global financial services industry and the global regulatory community as key to accurately monitoring counterparty and systemic risk. The session focuses on the current status of the initiative, who it will impact and why it matters, timelines for the implementation of a LEI standard, and the operational impact of a new LEI reference data field on infrastructure.
Strategies for successful collateral management in the age of CCP's (60 minutes)
This webinar is high level and covers a broad range of topics of collateral management, the new industry regulations and their impact on the marketplace, best practices for technology, and the effect on OTC derivatives.
Countdown to T+2: Exploring the Impact of a T+2 Settlement Cycle (64 minutes)
In the recent consultation paper on the regulation of Central Securities Depositories, the European Commission indicated that T+2 is the favoured settlement cycle for Europe, with T+2 potentially being implemented as early as 2012. During this informative webinar, an expert panel discusses how and which operational processes will need to be re-engineered for T+2 to be achievable.
Canadian Investment Management Operations Challenges and Strategies (56 minutes)
Listen to a webcast highlighting the results of a study by Stratix Consulting regarding the issues, challenges and emerging strategies within the operations functions of a representative segment of large investment management firms.
How Shorter Settlement Timetables Reduce Operational Risk (60 minutes)
Listen to an informative webcast held by Global Custodian magazine and Omgeo on December 9 which explored the value of Same Day Affirmation (SDA), how it is tied to increased settlement efficiency and reduced operational risk, and why it is an essential building block for achieving accelerated settlement cycles.
Clearing the Mist: Interpreting Legislative Initiatives in the Post-Trade Space (75 minutes)
Listen to a panel of industry experts examining the impact of current legislative initiatives in the post-trade space in Europe and the US – with a particular focus on the Dodd-Frank Financial Reform Bill and the impending European Market Infrastructure Regulation.
An Evolving Market: OTC Derivatives and the Changing Regulatory Environment (53 minutes)
Listen to leading industry experts and John Burchenal from Omgeo for this webcast where we'll explore pending OTC Derivatives regulation, which legislation is likely to get passed, and what the implications on the financial industry might be.
A New Dawn for Hedge Fund Operations (40 minutes)
In the wake of global market events, hedge fund managers have undertaken a comprehensive effort to enhance operations, minimize counterparty risk, and increase investor transparency. Greenwich Associates and Omgeo conducted a survey with leading hedge fund managers worldwide to discuss these changes and how they are impacting their ability to attract investors.
Counterparty Risk Management (51 minutes)
Learn what's happening in the counterparty risk management marketplace and what Omgeo is doing to mitigate risk and provide robust collateral management solutions.
A Light at the End of the Tunnel (50 minutes)
An assessment of the current counterparty risk management environment and how securities firms can better position themselves for the challenges that lie ahead.
Operational Risk in Hedge Fund Market (22 minutes)
Tony Freeman, Omgeo’s Director of Industry Relations EMEA, explores the latest trends impacting hedge funds and makes a Darwinian case for why the market must become more institutional in their risk and contractual behavior in order to survive.
Trade-Aways and SMAs: Why Automation is Critical (53 minutes)
Learn more about the managed account post-trade allocation process, with a closer look at trade-aways. Jean Sullivan of Dover Financial Research highlights recent trends in managed account trade-aways as well as where the industry is headed.
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