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Global Custody, Foreign Exchange and Governance
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| Duration: One Day |
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***This examines the activities that serve as the foundation to the buy-side and other lifecycle participants to ensure proper processing and record-keeping of global investments. Our focus is on the functions and processes occurring post-settlement including asset servicing activities. We begin with an examination of the responsibilities of Custodians and typical services they provide. We advance our focus to foreign exchange where we review the process from identifying the need for a specific currency through receipt of that currency. The class begins with a brief review of significant events in global markets that have had an impact on these activities.
There will be facilitated discussions and mastery activities throughout the day to explore the challenges and trends facing the industry. We will also examine 10 markets identifying leading custodians, unique challenges in these markets and governance practices. At the conclusion of this class participants will have a solid foundation of market practices as well as a keen awareness of buy-side, sell-side and market infrastructure organizations.
| Topics include: |
• Custody
• Standard and custom services
• Foreign exchange |
• Risk
• Governance
• Trends |
| Benefits of attendance: |
• Differentiate market practices
• Discover risk mitigation techniques
• Examine risks asset servicing practices |
• Learn about local governance
• Recognize risks across markets
• Understand value chain of custody |
| Staff from the following areas should attend: |
• Custody
• Information Technology
• Middle Office |
• Operations
• Prime Brokerage
• Trading |
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| Notes: a solid knowledge of global products, trading, clearance and settlement practices or completion of the Global Markets, Trading & Settlement program is preferred |
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©Copyright 1999 - 2012 | Jeremiah Associates LLC
17 State Street, 16th Floor, Box 130
New York, NY 10004 | 212.363. 8622 | joc@jeremiahassociates.com |
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