The Changing Operational Landscape:
Money Market Reform in Motion: Practical Application

With the U.S. Securities and Exchange Commission’s (SEC) sweeping amendments to Rule
 2a-7 governing money market funds, fund companies and intermediaries continue to
 work on compliance and implementation of the new requirements, while financial
 advisors must determine how they will manage their client cash in the near future. With
 firms having to comply with the rule by October 14, 2016, time is running out.

Our webinar will focus on the operational and practical impacts these new requirements will have on your business. We will discuss:

  • Post Reform NSCC Trading
  • Post Same Day Sweep Trading

 Speakers Include:
 
Okoth Bryan-Doherty, Manager of Operations, Matrix Financial Solutions
 Lori DeLong, Team Lead, Client Services, Matrix Financial Solutions
 Brian Shrum, Senior Vice President, Director of Operations, Zions Bank

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