Jeremiah Associates LLC
T0S
T+0 Settlement: Are You Ready?
Trade Date = Settlement Date
Jan 25, New York City
Mar 29, New York City
Apr 19, New York City
Oct 22, New York City

This program presents the next step in the evolution of change in the time between trade and settlement dates. During this thought-provoking and highly interactive session, we will explore the drivers for this change and the challenges that you will need to address. We begin with a review of the pitfalls encountered during the move to T3S and the recent move to T2S. his program focuses on the trade lifecycle activities from the Buy-side (institutional investor) as well as the Sell-side perspectives. We examine the impact on markets, trading, clearing, settlement, asset servicing, asset valuation and reporting activities. We will discuss and outline a high-level plan, including best practices, to serve as a roadmap to guide your firm through the process to meet T0S.

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