normal text medium text large text print

What’s New in Investor Services?

January 2011

Our modular approach, robust operational support and unmatched global presence distinguish Citi in servicing the needs of our investor clients. This rare combination provides you with the flexibility and scale to meet the demands of the market and deliver higher levels of service across expanding products and geographies.

We are excited to share with you recent highlights in our investor-servicing business solutions, including innovations, client partnerships, industry recognition and market trends.

Market Trends

Securities Finance Market Monitor

The most recent edition of Market Monitor looks at the trends that we are seeing in the industry and how they translate into opportunity for your portfolios.



 

Convergence of Traditional and Alternative Investment Products

This comprehensive research paper exploring the regulatory and operational considerations of the convergence of traditional and alternative investment products was authored by Citi’s Regulatory and Compliance Support professionals. The report was recently published by The Investment Lawyer and can be viewed and downloaded below.



 

More Firms Use Sec Lending to Juice Returns

Citi’s David Martocci and Jeff McCarthy speak with Ignites about securities lending and Exchange Traded Funds.



 

ICFA Hedge Fund Servicing Panel 2010

Mike Sleightholme, Citi Hedge Fund Services, shares his views on what he has seen from a service provider perspective based on hedge funds coming under increased regulatory scrutiny on a recent ICFA Hedge Fund Servicing Panel.

Leading Solutions

Stephen Sheehan

Securities Finance OpenLendSM

David Martocci, Global Sales & Third-Party Product Manager for Citi Transaction Services, explains the nature of third-party or non-custody lending and the potential growth of this product area in the securities lending space.

Did You Know?

Citi’s Joseph Rezabek to speak at the NICSA East Coast Regional Meeting

2:30 p.m., January 13, Hyatt Regency, Boston, MA

Joseph Rezabek, Managing Director, Fund Services, North America, is guest speaker on “The Operational Challenges of Multi-Product Era” roundtable. The panel of experts will discuss the operations, technology, compliance and product strategy considerations that are needed to navigate multi-platform/multi-product offerings, both from service provider and investment manager perspectives.



 

Citi’s Timothy Douglas to speak at the 17th Annual Beneficial Owners International Securities Lending Summit

10:00 a.m., February 14, Hyatt Regency Scottsdale at Gainey Ranch, Scottsdale, AZ

Timothy Douglas, Global Head of Securities Finance, is slated to speak on the “Lending Agent Head of Program Roundtable: The Securities Lending Outlook for 2011” where the heads of programs come together to give their perspectives on the short/medium-term industry outlook for Securities Lending.



 

Citi’s David Martocci to speak at the 17th Annual Beneficial Owners International Securities Lending Summit

12:15 p.m., February 14, Hyatt Regency Scottsdale at Gainey Ranch, Scottsdale, AZ

David Martocci, Global Sales Manager/Third-Party Product Manager, Securities Finance, is slated to speak on the “Lending Agent Executive Perspective Panel: Meeting the Needs of a Changing Market," where the panel will bring together senior executives from lending agents to address where they have changed their focus/strategy to retain existing clients and to attract new clients since the economic downturn.



 

Citi’s Patrick Avitabile to speak at the 17th Annual Beneficial Owners International Securities Lending Summit

2:00 p.m., February 14, Hyatt Regency Scottsdale at Gainey Ranch, Scottsdale, AZ

Patrick Avitabile, Global Head of Equity Trading, Securities Finance, is slated to moderate the “Securities Lending Investment Potential 2011: Comparing Emerging Markets vs. More Developed Markets & Assessing Opportunities Within Alternative Assets," where the panel will examine the risk-return of securities lending in different emerging markets.



 

Citi’s Barry Winter to speak at the 17th Annual Beneficial Owners International Securities Lending Summit

9:30 a.m., February 15, Hyatt Regency Scottsdale at Gainey Ranch, Scottsdale, AZ

Barry Winter, Head of US Fixed Income Trading and Cash Investments, Securities Finance, is slated to moderate “Cash vs. Non-Cash: A Risk-Reward Debate for Beneficial Owners,” where pro-cash panelists and pro-non-cash panelists debate the respective investment risks and rewards.