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Lifecycle of a Derivative Trade: Uncovering the Middle- and Back-Office Functions

This one-day course takes you "behind the scenes" to explore how brokers and investors on the buy-side and sell-side of the industry perform these functions for both listed and OTC derivatives. Participants will explore the functional building blocks of middle and back office operations that support trade lifecycle activity, from the inception of an order or request for quote (RFQ) through clearance and settlement of payments. The infrastructure or "plumbing" that links together these functions, and the points of failure representing operational risk will be highlighted throughout the program. Particular attention is paid to the lifecycle of both a cleared and uncleared swap.

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Lifecycle of a Derivative Trade: Uncovering the Middle- and Back-Office Functions