Register today to join Virginie O’Shea, Research Director at Aite Group, and Mack Gill, Chief Operating Officer at Torstone Technology on Thursday, 11 October at 3:00 pm (BST) as they discuss key findings from Aite’s latest whitepaper report, Clear Intent: The Dynamics Behind Self- Clearing vs. Outsourcing Decision.
Virginie O’Shea is a Research Director with Aite Group, heading up the Institutional Securities & Investments practice and covering data management, collateral management, legal entity onboarding, and post-trade technology. She brings to the firm more than 13 years of experience in tracking financial technology developments in the capital markets sector, with a particular focus on regulatory developments and standards.
- Why Self-Clearing works for some firms? Self-clearing isn’t the right option for every firm in every market, but for brokers that have sufficient expertise, credit, and collateral availability in a certain market, it might be a good option.
- How regulations like MiFID II have changed the financial industry.
- Deliberations that sell-side firms need to make about the decision to self-clear versus outsource post-trade processes.
- The best practices for evaluating post-trade options find the model that suits sell-side firm best and offers the flexibility to adapt to changing requirements.