EVENTS

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ALERT: Maintaining SSIs for Buy-Side Clients

Target audience:  Existing ALERT buy-side clients Course description: This training session is designed to review, reinforce and upgrade users' existing knowledge of the ALERT platform. Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating...
Webinar
February 27, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar

CTM 4.0: CTM Matching Concepts

Target audience:Broker/dealer and Investment Manager users of CTM who are looking to gain a deeper understanding of how the CTM matching process works. Course description:CTM is a central matching solution allowing broker/dealers and investment managers to efficiently match and confirm trade details on trade date, increasing transparency and reducing risk. Understanding how the matching process...
Webinar
March 05, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar

Settlement Fundamentals: an Overview of DTC Settlement Processes & Managing Collateral in Your Account

Join this live training session and gain an understanding of the requirements needed to utilize DTC’sSettlement service. Find out how transactions are recorded in participants’ accounts, and the responsibilitiesof clients and settling banks in the End-of-Day Settlement process. Finally, you will learn aboutcollateral and the role it plays in managing risk for your firm and the industry...
Webinar
March 05, 2024 10:30am (America/New York)
Duration: 1 hour 30 minutes
Webinar

Settlement Fundamentals: DTC Settlement Transactions and Systems

In this live training session, you will learn about the DTC Settlement System (Settlement Web)and key transactions involved in the Settlement process, including:• Deliver orders• Reclaims• Payment orders• Collateral loansYou will also gain an understanding of the role of the following functions within Settlement Web:• Inventory Management System (IMS)• Receiver Authorized Delivery (RAD)...
Webinar
March 06, 2024 10:30am (America/New York)
Duration: 1 hour 30 minutes
Webinar

ITP: ALERT, CTM, and TradeSuite Best Practices for T+1 Readiness: Investment Managers

Target audience:  - All Investment Managers (IMs) doing US trades on CTM and not already live on M2i Course description: T+1 Readiness for CTM Investment Managers and OMS Partners: learn about ITP recommended best practices for complying with the SEC’s T+1 Rule - What is affirmation and how to achieve high same day affirmation (SDA) rates?- What happens if my confirm is not affirmed?-...
Webinar
March 07, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar

CTM 4.0: Manage Your Trade Exceptions

Target audience: - Broker/dealers and investment managers who use the CTM User Interface to manage the trades that are sent to CTM from their own internal system (i.e. not using the manual entry functionality)- Users who have limited/no experience with the CTM User Interface 4.0 Course description:One of the benefits of the CTM solution is that it allows users to catch trade matching...
Webinar
March 12, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar

Settlement Fundamentals: an Overview of DTC Settlement Processes & Managing Collateral in Your Account

Join this live training session and gain an understanding of the requirements needed to utilize DTC’sSettlement service. Find out how transactions are recorded in participants’ accounts, and the responsibilitiesof clients and settling banks in the End-of-Day Settlement process. Finally, you will learn aboutcollateral and the role it plays in managing risk for your firm and the industry...
Webinar
March 12, 2024 10:30am (America/New York)
Duration: 1 hour 30 minutes
Webinar

Explore the MyDTCC Portal for ITP Clients

Target audience:  New and Existing MyDTCC Portal ITP clients  Course description: This session guides you through the Portal's features and usability, highlighting how the tool benefits your organisation.  
Webinar
March 13, 2024 10:00am (America/New York)
Webinar

Settlement Fundamentals: DTC Settlement Transactions and Systems

In this live training session, you will learn about the DTC Settlement System (Settlement Web)and key transactions involved in the Settlement process, including:• Deliver orders• Reclaims• Payment orders• Collateral loansYou will also gain an understanding of the role of the following functions within Settlement Web:• Inventory Management System (IMS)• Receiver Authorized Delivery (RAD)...
Webinar
March 13, 2024 10:30am (America/New York)
Duration: 1 hour 30 minutes
Webinar

CTM 4.0: Manually Enter Your Trades

Target audience:- Clients who use the CTM User Interface to manually enter trades to match with those of their counterparties- Users who have limited/no experience with the CTM User Interface 4.0 Course description:CTM is a central matching solution allowing broker/dealers and investment managers to efficiently match and confirm trade details on trade date, increasing transparency and reducing...
Webinar
March 19, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar

Explore the MyDTCC Portal for ITP Clients

Target audience:  New and Existing MyDTCC Portal ITP clients  Course description: This session guides you through the Portal's features and usability, highlighting how the tool benefits your organisation.  
Webinar
March 20, 2024 10:00am (America/New York)
Webinar

ITP: ALERT, CTM, and TradeSuite Best Practices for T+1 Readiness: Broker Dealers

Target audience: - All Brokers doing US trades on CTM and not already live on M2i Course description:T+1 Readiness for CTM Brokers: learn about ITP recommended best practices for complying with the SEC’s T+1 Rule - What is affirmation and how to achieve high same day affirmation (SDA) rates?- What happens if my confirm is not affirmed?- What is Match to Instruct (M2i) and how much work is...
Webinar
March 21, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar

ALERT: Maintaining SSIs for Buy-Side Clients

Target audience:  Existing ALERT buy-side clients Course description: This training session is designed to review, reinforce and upgrade users' existing knowledge of the ALERT platform. Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating...
Webinar
March 26, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar

Explore the MyDTCC Portal for ITP Clients

Target audience:  New and Existing MyDTCC Portal ITP clients  Course description: This session guides you through the Portal's features and usability, highlighting how the tool benefits your organisation.  
Webinar
March 27, 2024 10:00am (America/New York)
Duration: 1 hour 45 minutes
Webinar

Explore the MyDTCC Portal for ITP Clients

Target audience:  New and Existing MyDTCC Portal ITP clients  Course description: This session guides you through the Portal's features and usability, highlighting how the tool benefits your organisation.  
Webinar
April 03, 2024 10:00am (America/New York)
Duration: 45 minutes
Webinar

ITP: ALERT, CTM, and TradeSuite Best Practices for T+1 Readiness: Investment Managers

Target audience:  - All Investment Managers (IMs) doing US trades on CTM and not already live on M2i Course description: T+1 Readiness for CTM Investment Managers and OMS Partners: learn about ITP recommended best practices for complying with the SEC’s T+1 Rule - What is affirmation and how to achieve high same day affirmation (SDA) rates?- What happens if my confirm is not affirmed?-...
Webinar
April 04, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar

Explore the MyDTCC Portal for ITP Clients

Target audience:  New and Existing MyDTCC Portal ITP clients  Course description: This session guides you through the Portal's features and usability, highlighting how the tool benefits your organisation.  
Webinar
April 10, 2024 10:00am (America/New York)
Duration: 45 minutes
Webinar

ITP: ALERT, CTM, and TradeSuite Best Practices for T+1 Readiness: Broker Dealers

Target audience: - All Brokers doing US trades on CTM and not already live on M2i Course description:T+1 Readiness for CTM Brokers: learn about ITP recommended best practices for complying with the SEC’s T+1 Rule - What is affirmation and how to achieve high same day affirmation (SDA) rates?- What happens if my confirm is not affirmed?- What is Match to Instruct (M2i) and how much work is...
Webinar
April 11, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar

Explore the MyDTCC Portal for ITP Clients

Target audience:  New and Existing MyDTCC Portal ITP clients  Course description: This session guides you through the Portal's features and usability, highlighting how the tool benefits your organisation.  
Webinar
April 17, 2024 10:00am (America/New York)
Webinar

Explore the MyDTCC Portal for ITP Clients

Target audience:  New and Existing MyDTCC Portal ITP clients  Course description: This session guides you through the Portal's features and usability, highlighting how the tool benefits your organisation.  
Webinar
April 24, 2024 10:00am (America/New York)
Webinar

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