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Equity Trade Lifecycle

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Date :

May 23

Time :

9:00 am - 5:00 pm

Address :

180 Maiden Lane, Suite 1102 New York,NY10038United States

Event Description

Explore the front-to-back sequence of events that occur before, during and after an equity trade is made, and its enterprise-wide financial impact.  Discover what occurs behind the scenes from order entry and trade execution through the final exchange of assets trade clearance and settlement.  The program content probes the strategic interaction of many teams throughout buy-side and sell-side firms, including business units, sales and trading, wealth management, confirmations, customer service, middle office, trade support, finance, risk management, and legal and compliance.

FULL COURSE DESCRIPTION