ISDA SIMM Training – Non-Technical Workshop

Tuesday, March 28, 2023

Member US$350.00

Non-Member US$400.00

Register for ISDA SIMM Training – Non-Technical Workshop
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This workshop provides a background and the basics for understanding the ISDA Standard Initial Margin Model (SIMM) methodology, its implementation and use.


Registration for this event will close 2 hours before the live broadcast


This is an ISDA Virtual Conference:

  • Event will be live on March 28, 2023 from 9:00 AM – 12:25 PM EDT  |  Timezone Converter
  • Miss part of the event or aren’t able to watch live? The recording will be available to registrants until April 28, 2023


Educational Credits

3 CPD Credit Hours Available (England and Wales)

3.5 CPE Credit Hours Available

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Tuesday, March 28, 2023

Print Agenda ISDA SIMM Training – Non-Technical Workshop for

9:00 AM Introduction and Welcoming Remarks Tara Kruse

Tara Kruse, Global Head, Infrastructure, Data and Non-Cleared Margin, ISDA

9:05 AM Initial Margin Models – Background Jimmy Ryan

  • Initial Margin (IM) and its requirements
  • Standardised initial margin schedule
  • The case and background for the ISDA SIMM
  • Comparison of SIMM with Grid features
  • Monitoring IM
Jimmy Ryan, Senior Manager, EY

10:05 AM Break

10:15 AM ISDA SIMM – Methodology and Calculation Paola Rensi

  • Provides a brief description of the ISDA SIMM methodology
  • Calculations using the SIMM methodology
  • Comparison of SIMM IM with Grid IM
Paola Rensi, Director, Risk and Capital Analytics, ISDA

11:15 AM Break

11:25 AM Getting Ready for Initial Margin Tara Kruse, Edward Maydon, Nnamdi Okaeme

  • Commonly asked questions by firms on preparing to calculate IM
  • Exchanging IM and the processes around this
  • Reconciliations issues and how firms currently address that

Moderator: Tara Kruse, Global Head, Infrastructure, Data and Non-Cleared Margin, ISDA
Edward Maydon, Director, Advisory Compliance, BlackRock
Nnamdi Okaeme, Head of SIMM, ISDA

Additional Speakers to be Announced.

12:25 PM Workshop Concludes

Agenda is subject to change.

Register Now for ISDA SIMM Training – Non-Technical Workshop
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Tara Kruse

Global Head, Infrastructure, Data and Non-Cleared Margin



Edward Maydon

Director, Advisory Compliance


Nnamdi Okaeme

Head of SIMM



Paola Rensi

Director, Risk and Capital Analytics



Jimmy Ryan

Senior Manager


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Registration fee is for one person to attend the entire event. Pass may not be split between multiple attendees.
Groups of three or more attendees from the same firm can receive a 20% discount on event registrations. To register your group, please email

Member US$350.00

Non-Member US$400.00

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The course level is introductory. Basic knowledge of derivatives is beneficial but not mandatory. Some knowledge of financial markets is assumed. No advance preparation is required.

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