Toronto custody workshop: Trends in custody and post-trade risk

Monday, 20 June, 2016
Toronto, Canada

Join Thomas Murray for our Trends in Custody and Post-Trade Risk Workshop. The event in Toronto, on Monday 20 June 2016, will be between 09:00 am and 05:00 pm.

Thomas Murray will present, by way of a workshop, a current assessment of global custody developments and the issues faced by investors. There are increasing regulatory demands placed upon asset managers and owners to ensure that their assets are held in such a way that there would be an orderly and timely recoverability in the event of an issue in the custody and market infrastructure chain.

Understand more where asset safety exposures exist and what options might be considered to reduce the associated risks. Investments held directly by your service provider, in omnibus, segregated or pooled form, all present recoverability challenges.

During the workshop, we will look at each arrangement and share the experiences gained and lessons learned from 20 years of working on a variety of detailed custody consulting projects globally and in the UK for a variety of clients. The day is designed to be interactive and to provide a forum to discuss experiences with peers.

Registration is CAD$949. Early bird discount of CAD$799 if you register before Friday 1 April 2016. All prices exclude the necessary tax payable.

To register, you will need to fill in our registration form here.

Multi-delegate discount is available, for further details or if you have any questions about the event or registration process, please contact Claudia Cavallo.

AGENDA

08.45 - 09.00 Registration and Welcome Break
09.00 - 10.30 Workshop commences - Strategic issues facing the custody industry
10.30 - 11.00 Mid-Morning Break
11.00 - 12.15

Strategic issues facing the custody industry continued

Contingency Planning

12.15 - 13.30 Lunch
13.30 - 15.00 Asset safety and post-trade risks
15.00 - 15.20 Mid-Afternoon Break
15.20 - 17.00

Best market practice in custodian monitoring, evaluation and selection

Final Q&A and end of workshop

Topics to be discussed include:

  • Strategic issues facing the custody industry continued
  • Contingency Planning
  • Asset Safety and post-trade risks
  • Best market practice in custodian monitoring, evaluation and selection

To register for the event, please click here

TM Data Services Recent Posts