Training

• September 27, 2010 Understanding the Fixed Income Securities Market Bayards, One Hanover Square, New York, NY
• September 28, 2010 Surviving a Hedge Fund Operational Due Diligence Bayards, One Hanover Square, New York, NY
• September 28, 2010 Understanding Portfolio Management & Trading (Half Day) Bayards, One Hanover Square, New York, NY
• September 28, 2010 Custody & Securities Operations Seminar (Half-Day) Bayards, One Hanover Square, New York, NY
• October 6, 2010 Securities Industry Overview Boston, MA, Olmstead Associates Training Center
• October 20, 2010 Derivatives & Hedge Accounting Bayards, One Hanover Square, New York, NY
• October 26, 2010 Understanding the Securities Industry - Two Day Course (New York) Bayards, One Hanover Square, New York, NY
• November 10, 2010 Understanding Derivatives and other Complex Securities (Boston) Boston, MA, Olmstead Associates Training Center
• November 16, 2010 Understanding Derivatives & Other Complex Securities Bayards, One Hanover Square, New York, NY
• November 17, 2010 Understanding Reconciliation and Collateral Management (Half-Day) Bayards, One Hanover Square, New York, NY

Previous Trainings

• March 7, 2007 Introduction to the Securities Industry: Structure & Trends Bayards, One Hanover Square, New York, NY, 10004
• March 22, 2007 Introduction into the Fixed Income Marketplace Bayards, One Hanover Square, New York, NY, 10004
• April 11, 2007 Introduction to the Equities Marketplace Bayards, One Hanover Square, New York, NY, 10004
• June 5, 2007 Introduction into the Fixed Income Marketplace Bayards, One Hanover Square, New York, NY, 10004
• June 6, 2007 Introduction to the Equities Marketplace Bayards, One Hanover Square, New York, NY, 10004
• June 7, 2007 Overview of the Securities Industry: Structure & Trends Bayards, One Hanover Square, New York, NY, 10004
• September 13, 2007 Introduction to OTC Derivatives The Princeton Club, New York, NY
• September 19, 2007 Introduction into the Fixed Income Marketplace: September 19, 2007 Bayards, One Hanover Square, New York, NY, 10004
• October 22, 2007 Understanding the Securities Industry Bayards, One Hanover Square, New York, NY, 10004
• October 23, 2007 Understanding Derivatives and Other Complex Security Markets Bayards, One Hanover Square, New York, NY, 10004
• October 29, 2007 Introduction to the Equities Marketplace: October 29, 2007 New York, NY, Bayards, One Hanover Square
• November 1, 2007 Introduction to the Equities Marketplace: November 1, 2007 The Metro Meeting Center, Boston, MA
• December 4, 2007 Introduction into the Fixed Income Marketplace: December 4, 2007 Bayards, One Hanover Square, New York, NY, 10004
• February 6, 2008 Understanding the Securities Industry Bayards, One Hanover Square, New York, NY, 10004
• February 7, 2008 Understanding Derivatives and Other Complex Security Markets Bayards, One Hanover Square, New York, NY, 10004
• March 18, 2008 Introduction to the Equities Marketplace: March 18, 2008 New York, NY, Bayards, One Hanover Square
• April 8, 2008 Hedge Funds: April 8, 2008
  (Half Day Course) New York, NY, Bayards, One Hanover Square
• April 10, 2008 Introduction into the Fixed Income Marketplace: April 10, 2008 Bayards, One Hanover Square, New York, NY, 10004
• May 7, 2008 Equities Trading: The Buy-Side Perspective - May 7, 2008
  (Half Day Course) New York, NY, Bayards, One Hanover Square
• May 7, 2008 Workflow of the Buy-Side Trader - May 7, 2008
  (Half Day Course) New York, NY, Bayards, One Hanover Square
• May 20, 2008 Trading Operations - May 20, 2008
  (Half Day Course) New York, NY, Bayards, One Hanover Square
• May 22, 2008 Understanding Derivatives and Other Complex Security Markets Bayards, One Hanover Square, New York, NY, 10004
• June 2, 2008 Understanding the Securities Industry - Two Day Course Bayards, One Hanover Square, New York, NY, 10004
• June 24, 2008 Hedge Funds: June 24, 2008
  (Half Day Course) Chicago, IL, Summit Executive Centre
• June 24, 2008 Trading Operations - June 24, 2008
  (Half Day Course) Chicago, IL, Summit Executive Centre
• September 25, 2008 Introduction to the Equities Marketplace: September 25, 2008 New York, NY, Bayards, One Hanover Square
• October 7, 2008 Hedge Funds: Oct 7, 2008
  (Half Day Course) New York, NY, Bayards, One Hanover Square
• October 29, 2008 Introduction into the Fixed Income Marketplace: October 29, 2008 Bayards, One Hanover Square, New York, NY, 10004
• November 6, 2008 Equity Trading: The Buy-Side Perspective - Nov 6, 2008
  (Half Day Course) New York, NY, Bayards, One Hanover Square
• November 6, 2008 Workflow of the Buy-Side Trader - Nov 6, 2008
  (Half Day Course) New York, NY, Bayards, One Hanover Square
• November 19, 2008 Trading Operations - Nov 19, 2008
  (Half Day Course) New York, NY, Bayards, One Hanover Square
• November 20, 2008 Understanding Derivatives and Other Complex Security Markets Bayards, One Hanover Square, New York, NY, 10004
• December 8, 2008 Understanding the Securities Industry - Two Day Course Bayards, One Hanover Square, New York, NY, 10004
• January 27, 2009 Hedge Funds: Jan 27, 2009
  (Half Day Course) New York, NY, Bayards, One Hanover Square
• February 4, 2009 Surviving a Hedge Fund Operational Due Diligence New York, NY, Bayards, One Hanover Square
• March 5, 2009 Overview of the Commodity Markets New York, NY, Bayards, One Hanover Square
• April 2, 2009 Investment Management & Trading Seminar (Half Day) New York, NY, Bayards, One Hanover Square
• April 2, 2009 Custody & Securities Operations Seminar (Half-Day) New York, NY, Bayards, One Hanover Square
• April 6, 2009 Understanding the Securities Industry - Two Day Course New York, NY, Bayards, One Hanover Square
• April 30, 2009 Understanding Derivatives and Other Complex Security Markets - Comes to Chicago! Chicago, IL, W Chicago - City Center
• May 13, 2009 Understanding Derivatives and Other Complex Security Markets - Comes to San Fran! San Francisco, CA, Le Meridien
• May 28, 2009 Surviving a Hedge Fund Operational Due Diligence New York, NY, Bayards, One Hanover Square
• June 9, 2009 Understanding Derivatives and Other Complex Security Markets - New York Bayards, One Hanover Square, New York, NY 10004
• July 13, 2009 Understanding the Securities Industry - Two Day Course New York, NY, Bayards, One Hanover Square
• October 8, 2009 Derivatives & Hedge Accounting New York, NY
• October 22, 2009 Understanding Derivatives and Other Complex Security Markets New York, NY, Bayards, One Hanover Square
• October 27, 2009 Understanding the Securities Industry - Two Day Course New York, NY, Bayards, One Hanover Square
• November 17, 2009 Understanding Portfolio Management & Trading (Half Day) New York, NY, Bayards, One Hanover Square
• November 17, 2009 Custody & Securities Operations Seminar (Half-Day) New York, NY, Bayards, One Hanover Square
• November 18, 2009 Understanding the Fixed Income Securities Market New York, NY, Bayards, One Hanover Square
• November 19, 2009 Surviving a Hedge Fund Operational Due Diligence New York, NY, Bayards, One Hanover Square
• December 10, 2009 Understanding the Securities Industry - Two Day Course (Boston) Boston, MA, Olmstead Associates Training Center
• December 14, 2009 Understanding Reconciliation and Collateral Management (Half-Day) New York, NY, Bayards, One Hanover Square
• December 15, 2009 Understanding Derivatives & Other Complex Security Markets New York, NY, Bayards, One Hanover Square
• February 11, 2010 Understanding Derivatives & Other Complex Security Markets - Boston Boston, MA, Olmstead Associates Training Center
• February 23, 2010 Understanding the Securities Industry - Two Day Course New York, NY, Bayards, One Hanover Square
• February 25, 2010 Surviving a Hedge Fund Operational Due Diligence New York, NY, Bayards, One Hanover Square
• March 3, 2010 Surviving a Hedge Fund Operational Due Diligence Boston, MA, The Harvard Club
• March 9, 2010 Understanding Portfolio Management & Trading (Half Day) New York, NY, Bayards, One Hanover Square
• March 9, 2010 Custody & Securities Operations Seminar (Half-Day) New York, NY, Bayards, One Hanover Square
• March 10, 2010 Understanding the Fixed Income Securities Market New York, NY, Bayards, One Hanover Square
• March 25, 2010 Understanding Derivatives & Other Complex Securities New York, NY, Bayards, One Hanover Square
• April 27, 2010 Understanding the Securities Industry (Chicago) Chicago, IL, W Chicago - City Center
• April 28, 2010 Understanding Derivatives and Other Complex Securities (Chicago) Chicago, IL, W Chicago - City Center
• May 12, 2010 Understanding the Securities Industry (San Francisco) San Francisco, CA, Le Meridien
• May 13, 2010 Understanding Derivatives and Other Complex Securities (San Francisco) San Francisco, CA, Le Meridien
• May 20, 2010 Surviving a Hedge Fund Operational Due Diligence Bayards, One Hanover Square, New York, NY
• May 25, 2010 Understanding Derivatives and other Complex Securities (Boston) Boston, MA, Olmstead Associates Training Center
• June 2, 2010 Understanding Portfolio Management & Trading (Half Day) Bayards, One Hanover Square, New York, NY
• June 3, 2010 Understanding Reconciliation and Collateral Management (Half-Day) Bayards, One Hanover Square, New York, NY
• June 3, 2010 Understanding Securities Accounting Bayards, One Hanover Square, New York, NY
• June 14, 2010 Understanding the Securities Industry - Two Day Course (Boston) Boston, MA, Olmstead Associates Training Center
• July 20, 2010 Understanding the Securities Industry - Two Day Course (New York) Bayards, One Hanover Square, New York, NY