TABB Group Acquires Securities Operations Forum from The Summit Group, Launches TABB Training

Ledia Koka Named Head of TABB Training

NEW YORK & LONDON–(BUSINESS WIRE)–lt;a href=”” target=”_blank”gt;#brucemorrislt;/agt;–TABB Group CEO Bruce Morris announced today the acquisition of Securities
Operations Forum
from The
Summit Group
in its continuing effort to broaden TABB’s strategic
information resources and services available to the financial services
industry. TABB Training will be led by training industry veteran Ledia

“For more than 20 years, Securities Operations Forum has enriched the
educational and professional stature of over 50,000 existing and
aspiring executives in the financial services markets,” said Morris.
“By combining TABB Group’s international market expertise, consulting
services and research content offerings in equities, fixed income,
derivatives, futures, cryptocurrency, fintech and regtech, along with
our deep market reach, will allow us to provide new and enhanced
training programs to individuals and companies through a wide offering
of classroom, custom and virtual-training programs.”

“I’m very excited for the opportunity,” said Koka, “to be linked with
the industry’s financial markets thought leader and Securities
Operations Forum reputation for excellence, helping TABB extend their
content-rich and footprint into training.”

Securities Operations Forum has offered open-enrollment courses focused
on topics of interest to operations professionals in the financial
industry. The small size of classes encourages students to interact with
instructors, all practicing professionals in the industry. Students have
enrolled from banks, broker/dealers, investment managers, funds,
consulting firms and vendors. Courses have included: Introduction to the
Securities Industry; International Issues; Corporate Actions; Capital
Markets; Portfolio Management; Managing Risk; Financial Management;
Fixed Income Securities; Accounting, Regulatory & Management;
Derivatives; and Mutual Funds.

About TABB Group

With offices in New York and London, TABB Group is the international
research and consulting firm focused exclusively on capital markets,
based on the interview-based, “first-person knowledge” research
methodology developed by Larry Tabb. For more information, visit


Martin Rabkin, martinrabkinink
+1 914-420-5739 /

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