SIFMA's Listed Options Symposium brings together industry leaders, representing various roles across the market segment, for in-depth discussions on the…
SIFMA AMG Member Meeting
The SIFMA AMG Member Meeting will cover timely asset management operations issues impacting AMG member firms, including:
- ETF operations, and using ETFs as collateral
- Future of Operations
- MiFID II Implementation
- OCIO (Outsourced Chief Investment Officer)
The Member Meeting is open to SIFMA and SIFMA AMG members only. There is no fee to attend, but advance registration is required.
8:30am – 9:00am
9:00am – 9:15am
9:15am – 10:15am
This panel will explore the operational practices and challenges related to the increasingly popular OCIO practice, where institutional asset managers engage a third party asset management team to handle certain complex investment strategies. Panelists will address issues such as organizational and technology analysis and operational support of the OCIO arrangement, client on-boarding, operational risk, etc.
10:15am – 10:30am
10:30am – 11:30am
11:30am – 12:00pm
12:00pm – 12:20pm
12:20pm – 1:00pm
1:00pm – 2:00pm
2:00pm – 2:05pm
2:15pm – 4:30pm
Trade Date Working Group: 2:15 pm - 3:15 pm T+1 Working Group: 3:30 pm - 4:30 pm
SIFMA Conference Center
New York, NY 10271
Located at 120 Broadway, a National Historic Landmark and a New York treasure, the SIFMA Conference Center is situated at the heart of New York’s Financial District.
With a rare combination of advanced technologies and sophistication, SIFMA’s Conference Center is fully furnished and equipped to offer unique features that stand alone amongst New York’s leading conference facilities.
If you require hotel accommodation, a special SIFMA rate is available at the following:
Double Tree by Hilton Hotel – Financial District
8 Stone Street, New York, NY 10004, Phone# 212-480-9100
DISCOUNT: Corporate ID #0560038852
52 William Street, New York, NY 10005, Phone# 212-269-6400
DISCOUNT: Password (SIFMA)
Residence Inn New York Downtown Manhattan / World Trade Center
170 Broadway, New York, NY 10007, Phone# 212-600-8900
Terms and Conditions
No refunds will be made for cancellations after March 15, 2016. All cancellation requests are subject to a $100 processing fee. Cancellations prior to refund cutoff date must be in writing.
SIFMA reserves the right to remove, bar, or expel any attendee or guest from the conference for disruptive, disrespectful, or possibly illegal conduct, statements, or actions or for any reason which may tarnish the conference, SIFMA, or its members, in SIFMA’s sole discretion. SIFMA shall not refund any money paid for such attendee or guest to attend the conference, or for any travel expenses incurred to attend the conference. All information is subject to change, including date, location and continuing education credit offerings.
Please note that this is a public event and that by attending you consent to photography, audio recording, video recording and its/their release, publication, exhibition or reproduction to be used in any format including promotional purposes by SIFMA. You waive the right to review this content prior to publication; release SIFMA from any liability connected with the taking, recording, digitizing or publication of such content; and waive all rights to any claims for payment or royalties in connection with the use of the content.