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WEBINAR: "Cost Basis Reporting Assessment: Beyond Technology – Are You Fully Prepared?"

October 19, 2011

Speakers:
Martin Bentsen
Senior Advisor, Cost Basis Practice
Jordan & Jordan

Cameron Routh
SVP, Strategic Products
Scivantage

WEBINAR: "Cost Basis Reporting: Where Are We Now?" Webinar, A Celent Presentation sponsored by Scivantage

August 11, 2011

Speakers:
Alex Camargo
Analyst, Securities & Investment
Celent

Cameron Routh
SVP, Strategic Products
Scivantage

SIFMA Operations Conference 2010 Workshop
Cost Basis, Day 2: Using Innovation to Navigate Challenges & Create Opportunities

Approx. 60 minutes
Click the following links to view on Youtube:
Part 1   Part 2    Part 3    Part 4    Part 5    Part 6    Part 7    Part 8

May 6, 2010

Speakers:
Patrick B. Barthel
Director, Cost Basis & Class Actions Product Management
Interactive Data Pricing and Reference Data, Inc.

Daniel Mayo
Principal
KPMG

Steve Neiss
Vice President of Tax Information Reporting Services
Broadridge Financial Solutions

Marty Rosen
Senior Vice President, New Accounts/Customer Reporting
Jefferies & Company, Inc.

Moderator:
Cameron Routh
Senior Vice President, Strategic Products
Scivantage

WEBINAR: Cost Basis Reporting Preparedness Webinar, A TowerGroup Presentation sponsored by Scivantage

February 18, 2010

Speakers:
Sean Cunniff
Research Director, Brokerage & Wealth Management
TowerGroup

Cameron Routh
SVP, Strategic Products
Scivantage

Changing Regulatory Landscape: Requirements Every Financial Institution Must Address to Comply With Mandatory Reporting Rules

November 28, 2008

Speakers:
Cameron Routh
SVP, Strategic Products
Scivantage