Scivantage

Archived Events


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

WEBINARS

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

Alerts



Featured Downloads

Whitepaper Image

Whitepapers:

Cost Basis Reporting: What firms need to know about mandatory reporting requirements.

Celent Image

Research:

Celent Report - Online Brokerages: Technology and the Customer Experience.