What you need to know to more effectively manage your Prime

This will be an interactive session covering the key practical points of a Prime Brokerage relationship. The session will explore what clients tend to look for from Primes, and ask them to consider why this is. It will also cover the key changes that Primes have gone through over the past 10+ years, focusing on the impact that these changes have had on client relationships from a Prime’s perspective.

The goal of the session is to provide the audience with greater insight, and clarity, on both client and Prime sides of a relationship. This will enable attendees to better understand, and align agendas, to more effectively manage their Prime relationship(s).

Who should attend?

Asset management staff in legal, compliance and operations at any level of seniority.
Asset management staff in Prime facing roles at any level of seniority.

Please see below for a full overview of the session.

Speakers

Umran Akhtar

Managing Director, Phipps Bridge Consulting Ltd.

Key Learning Objectives and Course Outline

Key learning objectives

At the end of the session participants will be able to:

Better understand what most clients want from Primes.
Have an appreciation of the developments and changes Primes have gone through.
Gain an insight in to what Primes want, and need, from their clients.
Have a greater grasp of some aspects that could aid in allowing more effective management of their Prime relationship(s).

Course outline

What do clients want from Primes? A look at the key 10 services that clients tend to want from their Prime relationship.
The development of Primes: Insight in to some significant changes to the Prime business over the past 10+ years. These have predominately been driven by clients, markets, regulatory reforms, and pure commercial needs.
What do Primes want from clients? A look at some core wants from the Prime side of a relationship, and discussion to better understand them – this is key to aligning agendas.
Takeaway thoughts. A few simple tasks to try in the office, after the session, which may provide interesting results.

Prices

Standard members' rate: £375 + VAT

Standard non-members' rate: £500 + VAT

Cancellations and refunds

Any cancellation must be made in writing. For any cancellation received 15-30 days prior to the course start date, 50% of the course fee is still payable. No refund is given for a cancellation made 14 days or less prior to the commencement of a course. Transferring from one course to another is treated as a cancellation. You can substitute one delegate for another at no additional cost. In this instance, please give two business days’ notice.

Contact information

Please contact Adam Jacobs-Dean ([email protected]) if you have any booking-related queries.