Collateral Optimization Virtual Showcase

Wednesday, December 1 to Thursday, December 30, 2021
Online


This is a pre-recorded Virtual Conference

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Recording available until December 30, 2021

 

This is a pre-recorded ISDA Virtual Conference:

  • This is a recording of the Collateral Optimization Virtual Showcase which took place on Tuesday, November 30, 2021
  • Registrants will have access to the recording until 5:00 PM EDT on December 30, 2021
  • After submitting your registration you will receive a confirmation email with a link to view the documents and recording

 

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Wednesday, December 1, 2021

Print Agenda Collateral Optimization Virtual Showcase for

9:00 AM Introduction and Welcoming Remarks Amy Caruso

Amy Caruso, Head of Collateral Initiatives, ISDA

9:05 AM What is Collateral Optimization? Amy Caruso, Erica Becker, Wassel Dammak, Peter Schmidt, Christopher Waldron

  • How do you define your program and objectives?
  • What are the key metrics to define success?
  • If you have a program already, where are some areas for improvement? If you have yet to start a program, where can you start?
  • What are some key differences between the buyside and sellside programs?
  • How do programs evolve over time?

Moderator: Amy Caruso, Head of Collateral Initiatives, ISDA
Erica Becker, Senior Manager, EY
Wassel Dammak, Head of Collateral Solutions Strategy, VERMEG
Peter Schmidt, Global Head of Secured Funding and Collateral Management, Commerzbank AG
Christopher Waldron, Vice President, Nomura Securities

10:05 AM Break

10:15 AM Implementing and Expanding a Collateral Optimization Program Josh Galper, Mike Bridger, Liam Huxley, Kevin Khokhar, BJ Marcoullier, Sagar Patel

  • Using vendors to integrate collateral optimization into your collateral management program
  • The role of triparty providers to support collateral optimization
  • What are your obstacles and how to stretch beyond IT and structural limitations?
  • What are the cultural elements to a successful program?

Moderator: Josh Galper, Managing Principal, Finadium
Mike Bridger, Global Head of Collateral Optimization, Credit Suisse
Liam Huxley, CEO & Founder, Cassini Systems
Kevin Khokhar, Vice President, Derivatives & Multi Asset Trading Solutions, T. Rowe Price
BJ Marcoullier, Head of Sales, Transcend
Sagar Patel, Americas Head of Tri-party Product, J.P. Morgan

11:15 AM Break

11:25 AM Industry Developments Supporting Collateral Optimization Ciarán McGonagle, Varqa Abyaneh, Fouad Estephan, Richard Hay

  • Developing and implementing data standards to support collateral optimization
  • How document digitization and automation can drive optimal collateral management processing
  • DLT, AI, and Blockchain solutions
  • What is the industry doing, collectively, to support collateral optimization?
  • Digitization of contracts and schedules: an enabler of optimization
  • Coexistence and openness of optimization models

Moderator: Ciarán McGonagle, Assistant General Counsel, ISDA
Varqa Abyaneh, Chief Product Officer, Quantile Technologies
Fouad Estephan, Director, Group Strategy and Product Expansion - Collateral Management and Financing services, Euroclear
Richard Hay, UK Head of Fintech, Linklaters LLP

12:25 PM Conference Concludes

Agenda is subject to change.

Register Now for Collateral Optimization Virtual Showcase
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Varqa Abyaneh

Chief Product Officer

Quantile Technologies

Erica Becker

Senior Manager

EY

EYnews

Mike Bridger

Global Head of Collateral Optimization

Credit Suisse

Amy Caruso

Head of Collateral Initiatives

ISDA

ISDAConferences

Wassel Dammak

Head of Collateral Solutions Strategy

VERMEG

vermeg

Fouad Estephan

Director, Group Strategy and Product Expansion - Collateral Management and Financing services

Euroclear

EuroclearGroup

Josh Galper

Managing Principal

Finadium

Finadium

Richard Hay

UK Head of Fintech

Linklaters LLP

LinklatersLLP

Liam Huxley

CEO & Founder

Cassini Systems

CassiniSystems

Kevin Khokhar

Vice President, Derivatives & Multi Asset Trading Solutions

T. Rowe Price

BJ Marcoullier

Head of Sales

Transcend

TranscendStreet

Ciarán McGonagle

Assistant General Counsel

ISDA

ISDAConferences

Sagar Patel

Americas Head of Tri-party Product

J.P. Morgan

Peter Schmidt

Global Head of Secured Funding and Collateral Management

Commerzbank AG

Christopher Waldron

Vice President

Nomura Securities

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Intermediate

The course level is intermediate. Some knowledge of derivatives is assumed. No advance preparation is required.

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