We are just a few days away from the FinTuition Forum in Boston. The Forum is not another traditional conference. The objective is to be different combining training and education with the benefits of traditional open panel discussion and debate. Building on the strength of FinTuition as a market leader in securities finance education, we are partnering with the Forum’s five sponsors to bringing training and information to the Beneficial Owner and Fund Manager communities in the US. Thanks to the support of the sponsors, there a limited number of spots FREE OF CHARGE.
The information value of the event has been recognized and we are pleased to announce the Chartered Financial Analyst (CFA) Institute has approved the Forum for 6 CE credit hours *
The Lead Sponsors are eSecLending with Major Sponsors BNY Mellon and JP Morgan, alongside contributing Sponsors 4Sight Financial Software and SUNGARD.
The event will start with a closed-door session that focuses on the recent eSecLending Thought Leadership white paper entitled “Securities Lending Best Practices – A Guidance Paper for US Mutual Funds”. Although targeted at Mutual Funds, there is value for all beneficial owners and fund managers engaged in securities lending.
After that we will be running executive training sessions on “Alpha Generation vs. Risk”, “Collateral” and “Short Selling”. We then move into the open panel sessions where panellists will discuss the demand outlook for the business; how firms adapt and change and are making the most of the current market conditions; and finally looking at the future of the industry.
There is still time to sign up – remember, if you are a Beneficial Owner or Fund Manager, you can attend free of charge. I hope to see you in Boston.
* We are pleased to announce that CFA Institute has approved the Boston FinTuition Forum, at the Westin Copley Hotel on June 13th , for 6 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. If you are a CFA Institute member, please provide your membership details on registration so that we can ensure your attendance is recorded for CE credits.