Understanding The Securities Industry

A Training Seminar

focusing on

Click here for the seminar curriculum.

THE PROGRAM

Understanding the Securities Industry does not come easily. It is a very large and complex market where securities worth several billions of dollars are traded and settled every day.

Click here for the seminar curriculum.

WHO SHOULD ATTEND?

This seminar is designed as an introduction for persons new to the industry, as an overview 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:

Click here for the seminar curriculum.

PRESENTED BY

OLMSTEAD ASSOCIATES, a global securities industry consulting firm bridging the gap between business and technology.

Ron Olmstead, Phil Sindel, and Sonia Lipetz are our presentors. Ron has spent over twenty years consulting to the top securities firms while at Price Waterhouse, SEI, and Computer Sciences Corporation.

Phil has over twenty-five years experience in management and information technology providing strong analytical capabilities, technical skills, and broad knowledge of trading, investment management and securities processing.

Sonia has over thirty years of financial experience. She has broad-based equity, fixed income and real estate product knowledge, as well as an understanding of market dynamics, industry trends and vendor products.

Mr. Olmstead designed this course and has taught similar seminars throughout the US and in London.

Understanding the Securities Industry has recently been presented for the Securities Operations Association of New England, the New York and Massachusetts Bankers' 1993 Trust Operations Conference, as a stand-alone workshop for the Massachusetts Bankers Association, and internally for several individual companies.