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Report of U.S. Ownership of Foreign Securities
Including Selected Money Market Instruments
Training Seminar
Available as of December 22nd, 2010

OBJECTIVE

Representatives of the Securities Reports Division of the Federal Reserve Bank of New York have designed this seminar to provide an understanding of the reporting requirements and key issues that affect reporters filing Schedule 2 and Schedule 3.

The targeted audience for this seminar are those who have been identified as annual filers of the SHCA report.

Click Here to Dowload the Slide Deck

Topic
Instructor
Welcome
Kenneth Aberbach
History of U.S. Portfolio Investment Data
Philip Papaelias

Who Must Report

Marc Plotsker 
What Securities Must Be Reported
 Aaron Gononsky
Break
 

How We Review Your Data

Lois Burns

TIC / SHC(A) Comparison

Key Reporting Issues

Ken Aberbach

Lois Burns

Technical Topics:
Preparing a file for submission

Sharon McKenzie 
Questions & Answer Session
 Ken Aberbach



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