Annual Canadian Workshop - Global Custody: Understanding and evaluating the risks and exposures of the post-trade environment

Friday, 2 June, 2017
Thompson Toronto Hotel, Toronto, Canada

In its annual one day workshop in Toronto, Thomas Murray will explore a range of the strategic issues facing the industry and its participants. Thomas Murray’s Directors will share their views and opinions on what are the key risks facing institutional investors in the changing asset servicing industry both globally and locally.

In a fully interactive day, you will be provided with an opportunity to network with other asset owners and managers, and to gain an appreciation of the challenges with which your peer group are most concerned. The day is deliberately structured to encourage an interactive relationship between the group and to develop thought leadership.

The workshop will also set out how an investor should evaluate and monitor its post-trade counterparty risk exposures right down the post-trade chain, from the global custodian, down to the entities that are holding your assets in the local market. The workshop will identify the options available for managing asset safety exposures and recoverability.

The changing regulatory requirements continue to challenge investors globally. The workshop provides a forum for discussing actions that may be taken to effectively manage and meet regulatory obligations and sharing our observations from a global client base.

We will provide Thomas Murray's unique and objective understanding of the global market and where the industry is today, together with the potential impacts upon the local market in the future.

Workshop Agenda

08:30 - 09:00 - Registration and welcome

09:00 - 10:30 - Workshop commences - Strategic issues facing the industry globally and in Canada

10:30 - 11:00 - Mid-morning coffee break

11:00 - 12:30 - Identifying post-trade counterparty risks

12:30 - 13:30 - Lunch

13:30 - 15:30 - Managing post-trade risks and evaluating counterparties

15:30 - 15:45 - Mid-afternoon coffeee break

15:45 - 17:00 - The future landscape

17:00 - 17:30 - Final Q&A and end of workshop

REGISTRATION: Early bird discount of $799 if registration is complete by Friday 5 May, 2017. Registration after that date is $949. All prices exclude the relevant tax payable. Multi-delegate discount available.

If you would like to attend, please email: Archibald AI. Innes.

Download the workshop brochure