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Olmstead Associates offers many different seminars on the securities industry. Listed below are a few of them. Click on each seminar title to see that seminar's curriculum. We also can customize a seminar to fit your needs. For more information about this, click here.


Seminar Offerings

Understanding the Securities Industry

Securities Industry Overview

Understanding Derivatives and Complex Securities

Understanding the Fixed Income Securities Market

Portfolio Management and Trading

Custody and Securities Operations

Securities Accounting

Understanding Reconciliation and Collateral Management

WHO SHOULD ATTEND?

This seminar is designed as a broad view of the industry for those whose experience has been focused in a few areas and as a refresher for those who are returning to the industry. Managers and supervisors who want to explore this training approach should attend along with staff from:

  • OPERATIONS
  • SYSTEMS
  • INVESTMENT MANAGEMENT
  • TRADING
  • MARKETING & SALES
  • PROJECT MANAGERS
  • BUSINESS SYSTEMS ANALYST
  • SYSTEMS ANALYST
  • SOFTWARE TESTERS

PRESENTED BY

OLMSTEAD ASSOCIATES, a global securities industry consulting firm bridging the gap between business and technology offers the Global Securities Industry Overview and additional seminars through industry organizations and conferences or in-house presentations to individual companies. These seminars can be tailored or expanded for specific needs.

 


 

"Bridging the gap" between business and technology  

Press Releases


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Public Seminars


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