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Prime brokers are critical to institutional investors. While business demands continue to expand the role of the prime broker, delivering solid services at competitive rates is the overriding interest. Learn about the business of prime brokers, beginning with the evolution of the prime brokers and current services and trends. Examine prime broker services including clearing, financing and securities lending. Focus on the area of relationship management and cross-marketing opportunities. Address operational issues such as consolidated statements and reporting. Explore specific areas of risk to be considered by both the prime broker and the client.
| Topics include: |
• Business overview
• Financing alternatives
• Potential users |
• Risk management
• Sources of revenue
• Stock loan/borrow |
| Benefits of attendance: |
• Establish base of selection criteria
• Gain insights into areas of risk
• Increase revenue potential |
• Learn relevant terminology
• Discover the leading providers
• Understand the services |
| Staff from the following areas should attend: |
• Administration
• Finance
• Information Technology |
• Institutional/High Net Worth Investor
• Internal Audit
• Prime Brokerage |
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