The Future of Outsourced Trading: Enhancing Execution, Reducing Costs, and Managing Risk | Live Webinar
Broadcast Date: Tuesday, September 9, 2025, from 12:00 PM to 1:00 PM (ET) | On-Demand 24 Hrs Later
As the buy-side continues to face mounting pressures around cost efficiency, regulatory compliance, and operational complexity, outsourced trading has emerged as a powerful strategic solution. This webcast explores the evolving role of outsourced trading desks and their impact on execution quality, risk management, and overall trading performance. Industry experts will examine how firms are leveraging external partners to access global liquidity, reduce overhead, and enhance operational resilience—especially in increasingly fragmented and volatile markets. Participants will gain a deep understanding of the benefits, challenges, and best practices in building successful outsourced trading relationships.
Key topics that will be covered in this discussion are:
- The current state and future trajectory of outsourced trading models
- Balancing execution quality with cost efficiency
- Risk management and compliance considerations
- Technology integration and data transparency
- Evaluating and selecting third-party trading partners
Who Should Attend:
- Chief Investment Officers (CIOs) and Portfolio Managers
- Heads of Trading and Execution
- Buy-Side Analysts and Traders
- Operations and Compliance Executives
- Institutional Investors and Asset Managers
- Financial Technology Providers and Consultants
- Securities and Financial Services Lawyers
Register for this course by clicking the “Take this Course” at the top of the page.
CLE Credit:
Course Level: Intermediate | Advance Preparation: Print and review course materials
Method of Presentation: Live Webinar | Prerequisite: General knowledge of institutional trading operations, asset management strategies, and current market structure developments, including best execution practices and trading technologies
Course Code: 1411477 | Total Credit: 1.0
CLE Credit:
CA CLE 1.00 General – Approved Until: 09/09/2027
PA CLE 1.00 General – Approved Until: 09/09/2027
VT CLE 1:00 General – Approved Until: 12/31/2026
NJ CLE 1:00 General – Credits through Reciprocity
NY CLE 1:00 Areas of Professional Practice – Credits through Reciprocity
AR CLE 1:00 General – Credits through Reciprocity
CT CLE 1:00 General – Credits through Reciprocity
NH CLE 1.00 General – Meets the requirements of NH Supreme Court Rule 53
MO CLE 1.00 General – Approved Until: 09/09/2025
Pending CLE Application: GA, TN, WI
Self-Apply:AL, CO, DE, FL, ID, IL, IN, IO, KS, KY, LA, NC, ME, MN, MS, MT, NE, NM, NV, ND, OH, OK, OR, SC, TX, UT, VA, WA, WV, WY
No MCLE Requirements: DC, MD, MA, MI, SD
Not Eligible for CLE: AK, AZ, HI
Instructions for Participating the Live Webinar
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- Please Register for the course by clicking the "take the course: button if you have not already registered.
- Check Your Email – 24 hours before the webinar, you will receive an email with all necessary instructions, including access details and course materials. This information will also be posted here in this window when it is available.
- Download Course Materials – Course materials will be available for download **24-48 hours before** the live webinar. Be sure to review them in advance. The Link to download is available by clicking the lesson tab.
- Join the Webinar – Follow the instructions in the email to access the live broadcast at the scheduled time.
- Note the Secret Words – During the webinar, secret words will be announced periodically. Please write them down.
- Take the Quiz – After the webinar, click on the quiz link below and enter the secret words to complete the quiz.
- Print Your Certificate – Upon completing the quiz, you will be able to print your Certificate of Attendance, which includes instructions on how to obtain CLE, CPE, or other applicable credits for the course.
- On-Demand Access – The on-demand version of this course will be available 24-48 hours after the live webinar. If you miss the live presentation or need to review the content, you will have access to the on-demand version as an enrolled student. To access on-demand content, click the lesson and follow the instructions.
- Support: If you have any questions, please refer to the email instructions or contact support: support@theknowledgegroup.zohodesk.com.