Past Events
2008 Events
May 12, 2008 - AMF/GFMI Training Class: Introduction to Interest Rate Swaps & Other Swaps
Global Financial Markets Conference Center, New York City
Friday, May 2, 2008 - Member Meeting Theme: Project Management>
Global Financial Markets Conference Center, New York City
April 17, 2008 Lunch & Learn -- Valuation Guidelines
Global Financial Markets Conference Center, New York City
April 7, 2008 AMF/GFMI Training Class: Introduction to Bank Loans
Global Financial Markets Conference Center, New York City
March 19, 2008 AMF/GFMI Training Class: Introduction to Credit Derivatives
Global Financial Markets Conference Center, New York City
February 28, 2008 AMF Member Meeting
Global Financial Markets Conference Center, New York City
February 27, 2008 Workshop on Derivatives
Global Financial Markets Conference Center, New York City
* Marcia Clark, Senior Vice President, PIMCO -- Benefits of Derivatives
* Alan Kennedy, Dirctor of OTC Operations & Valuations, GlobeOp Financial Services -- Examining The Derivatives Operations Landscape
* Chip Carver, Chief Executive Officer, SwapsWire -- Service Provider Panel
* Clive DeRuig, Head of North America, T-Zero -- Service Provider Panel
* Thomas Eady, Managing Director, Tradeweb LLC -- Service Provider Panel
February 15, 2008 AMF/GFMI Training Class: Global Lifecycle of a Trade
Global Financial Markets Conference Center, New York City
January 15, 2008 Lunch & Learn -- Industry Trends
Global Financial Markets Conference Center, New York City
January 18, 2008 AMF/GFMI Training Class: Global Securities Processing
Global Financial Markets Conference Center, New York City
January 23, 2008 AMF Industry-wide call-in: Update from Deriv/SERV/TIW
Conference Call.
2007 Events
December 19, 2007 AMF/GFMI Training Class: Introduction to Derivatives
Global Financial Markets Conference Center, New York City
December 13, 2007 AMF Member Meeting & Networking Lunch
Global Financial Markets Conference Center, New York City
December 12, 2007 AMF Holiday Reception
November 30, 2007 AMF/GFMI Training Class: Introduction to Equities
Global Financial Markets Conference Center, New York City
November 14, 2007 AMF Leadership Roundtable
Global Financial Markets Conference Center, New York City
November 7 - 9, 2007 SIFMA Annual Meeting
Boca Raton, FL
October 24 - 27, 2007 SIFMA Fixed-Income & Derivatives Operations Conference
Fort Lauderdale, FL
October 5, 2007 AMF/GFMI Training Class: Introduction to Fixed-Income
Global Financial Markets Conference Center, New York City
September 20, 2007 AMF Member Meeting
The State Room, Boston, MA
September 19, 2007 AMF Workshop on Data Management
The Algonquin Club, Boston, MA
September 18, 2007 AMG Buy Side Conference
The Algonquin Club, Boston, MA
September 14, 2007 AMF/GFMI Training Class: Introduction to Capital Markets
Global Financial Markets Conference Center, New York City
September 7, 2007 Structured Products Fair Valuations / AMG Internet Video
Online Webinar
August 1, 2007 AMF/GFMI Class: Credit Derivatives
Global Financial Markets Conference Center, New York City
August 1, 2007 AMF/GFMI Class: Global Lifecycle of a Trade
Boston, MA
July 31, 2007 AMF/AMG Golf Outing
The Hollow Brook Country Club, Cortland Manor, NY
July 23, 2007 AMF Lunch & Learn: Standardized Fail Report
Global Financial Markets Conference Center, New York City
July 11, 2007 AMG Webinar on Trade Information Warehouse
Global Financial Markets Conference Center, New York City
June 28, 2007 AMF Lunch & Learn: Introduction of Leverage to a Long-Only Portfolio
Global Financial Markets Conference Center, New York City
June 21, 2007 AMF Leadership Roundtable (by invitation to asset management firms)
Global Financial Markets Conference Center, New York City
June 8, 2007 Training Class on Global Lifecycle of a Trade
June 7, 2007 AMG Lunch & Learn on Best Execution for Fixed-Income
Global Financial Markets Conference Center, New York City
here.May 24, 2007 AMF Member Meeting
Global Financial Markets Conference Center, New York City
May 23, 2007 AMF Collateral Management Workshop
Marriott Marquis Hotel, New York, New York
May 3-4, 2007 Investment Adviser / Asset Management Group Roundtable: An Event Designed for Sell-side and Buy-side Dialogues
Algonquin Club, 217 Commonwealth Avenue, Boston, MA
May 2, 2007 Emerging Policy Issue Call-in on Credit Rating Agency Reform
Click here to read SIFMA Comment Letter on Credit Rating Agency Reform.
Click here to read SEC Rule Proposal.
April 18, 2007 AMF/GFMI Seminar on Corporate Actions
March 22, 2007 AMF/GFMI Training Class: Fixed Income I
March 15, 2007 Roundtable on Overdrafts
2006 Events
November 13, 2006 Corporate Actions Industry Wide Call-in
November 2-4, 2006 Fixed-Income Operations Conference
October 14, 2006 Industry Wide BCP Test
October 13, 2006 AMF Quarterly Meeting
October 12, 2006 AMF Workshop on Fails Management and Resolution
October 4, 2006 AMF Corporate Actions Lunch & Learn
September 25, 2006 AMF/GFMI Training Class on Intro to Fixed Income
July 25, 2006 AMF Golf Outing
June 21, 2006 Performance Measurement Lunch & Learn
June 6, 2006 AMF Members to Speak at Corporate Actions Event
May 24, 2006 AMF Workshop on MBS
May 23, 2006 AMF Quarterly Meeting
May 19, 2006 TBMA Annual Meeting - 30 Year Anniversary
March 27, 2006 Conference Call on Proposed Netting Facility
March 23, 2006 Swaps Compliance Lunch & Learn
February 15, 2006 AMF Quarterly Meeting
February 14, 2006 AMF Conference: Completing the Picture:Business Insights into the Operations of Asset Managers and Broker Dealers
2005 Events
December 19, 2005 Call-in on CDS Electronic Confirmation Developments
December 8, 2005 Outsourcing Forum
December 8, 2005 Member and Prospective Member Networking Event
December 7, 2005 TBMA Technology Conference
November 3-5, 2005 Fixed-Income Securities Operations Conference
October 15, 2005 BCP Industry Test
September 22, 2005 AMF Corporate Actions Workshop
September 21, 2005 AMF Quarterly Meeting
August 16, 2005 Buyside Best Execution Lunch and Learn
July 26, 2005 Swaps Conference
July 25, 2005 AMF/SEG Golf Outing
June 23, 2005 SAS 70 Lunch & Learn
June 14, 2005 FIX Educational Session
May 17, 2005 Quarterly Meeting
May 16, 2005 Bank Loan Workshop
April 20, 2005 The Bond Market Association Annual Meeting
April 8, 2005 SAS 70 Advocacy Committee Conference Call
February 9, 2005 AMF Quarterly Meeting
February 8, 2005 Operational Risk Management Workshop
January 27 & 28 2005 Washington D.C. Conference
2004 Events
October 28, 2004 Quarterly Meeting
October 27, 2004 AMF Quarterly Meeting
August 10, 2004 BCP Lunch and Learn Session
August 3, 2004 Second Annual Golf Outing
July 22, 2004 AMF/TBMA/FPL Educational Event and Update on STP Best Practices
June 23, 2004 AMF NYC Networking Reception
May 21, 2004 AMF Quarterly Meeting
May 20, 2004 AMF Special STP Meeting
April 29, 2004 AMF Boston Networking Reception
April 22, 2004 TBMA Annual Meeting
April 6, 2004 COO Group Meeting with SEC
March 17, 2004 AMF Quarterly Meeting
March 16, 2004 AMF Accounting Workshop
CONFERENCE MATERIALS:
AMF Fails Management and Resolutions Workshop Conference Materials
Rules and Regulations Affecting Fails
Preventing and Resolving Chronic Fails
7 Tips on How to Think Positively About “Fails” Solutions at AMF