SIFMA AMG Member Meeting

Date

November 15, 2017

Location

New York, NY

Hosted by

SIFMA AMG

Overview

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.

Programs

8:30am – 9:00am

Registration

9:00am – 9:15am

Opening Remarks, AMG Operations Housekeeping & Elections

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…

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

Networking Break

10:30am – 11:30am

FinTech Presentation – Putting Blockchain to Use: Smart Contracts for Margin and Beyond

11:30am – 12:00pm

MiFID II Implementation Status / LEI

12:00pm – 12:20pm

Networking Lunch

12:20pm – 1:00pm

Future of Operations – AMG’s White Paper

1:00pm – 2:00pm

Roundtable Discussion: Accelerated Settlement and Optimizing Post Trade Processing

2:00pm – 2:05pm

Closing Remarks

2:15pm – 4:30pm

Trade Date Working Group: 2:15 pm - 3:15 pm T+1 Working Group: 3:30 pm - 4:30 pm

Trade Date Working Group: 2:15 pm - 3:15 pm T+1 Working Group: 3:30 pm - 4:30 pm

Venue

SIFMA Conference Center

120 Broadway
Floor 2
New York, NY 10271

View on Google Maps

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.

Picture of venue

Hotel Accomodations

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

Club Quarters
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

Cancellations

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.

Policy

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.