EVENTS

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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 Sell-Side Clients

Target audience:  Existing ALERT sell-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 Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating...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 25, 2024 11:00am (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 Topics covered include an overview of ALERT, managing settlement data, handling invalid or outdated settlement instructions, knowing the best practice guidelines for market instructions to generating...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

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
April 10, 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

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 4.0Course description:One of the benefits of the CTM solution is that it allows users to catch trade matching...
Webinar
April 16, 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

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
April 23, 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 24, 2024 10:00am (America/New York)
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
April 30, 2024 10:00am (America/New York)
Duration: 1 hour
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
May 02, 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
May 07, 2024 10:00am (America/New York)
Duration: 1 hour
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
May 09, 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 4.0Course description:One of the benefits of the CTM solution is that it allows users to catch trade matching...
Webinar
May 14, 2024 10:00am (America/New York)
Duration: 1 hour
Webinar
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