ISDA Virtual Conference: Uncleared Margin Operations

Deploying Technology and Automation to meet Regulatory Requirements

Tuesday, July 21, 2020
Online

Member US$275.00

Non-Member US$325.00

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

Don’t let the operational aspects of Uncleared Margin Rules (UMR) overwhelm you. Join us for an update and learn about industry solutions that can ease the operational strains UMR may create.

This is an ISDA Virtual Conference:

  • Event will be live on July 21, 2020 from 10:00 AM – 1:00 PM EST  |  Timezone Converter
  • Miss part of the event or aren’t able to watch live? The recording will be available to registrants until August 21, 2020

The conference will be broadcast via GoToWebinar. Please click here to check your system requirements to ensure you are able to join this event: https://support.goto.com/webinar/system-check-attendee

 

Amy Caruso, ISDA’s Head of Collateral Initiatives, is here to provide further insight on the discussion taking place at ISDA’s Virtual Conference: Uncleared Margin Operations on July 21.

 

Educational Credits

2.5 CPD Credit Hours Available (England and Wales)

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Tuesday, July 21, 2020

Print Agenda ISDA Virtual Conference: Uncleared Margin Operations for

10:00 AM Introduction and Welcoming Remarks Amy Caruso

Amy Caruso, Head of Collateral Initiatives, ISDA

10:05 AM Preparing to Process Initial Margin (IM) Amy Caruso, Erica Becker, Nnamdi Okaeme, Animesh Srivastava

Prepare your firm for the technology and operational processing to calculating and managing the operational aspects of IM. Topics include:

  • ISDA SIMMTM Grid
  • Tagging trades
  • Risk sensitivities
  • Portfolio reconciliation and dispute management

Moderator: Amy Caruso, Head of Collateral Initiatives, ISDA
Erica Becker, Manager, EY
Nnamdi Okaeme, Senior Director, Infrastructure, Data and Non-Cleared Margin, ISDA
Animesh Srivastava, Vice President, Uncleared Swaps IM, Collateral Optimization Unit, Barclays Plc

11:00 AM Break

11:10 AM Streamlining Margin Calls and Collateral Settlement Amy Caruso, Wayne Forsythe, Emma Mills, Mark Solomon

Margin call volume will increase, and collateral settlement must be more efficient to reduce operational risks and also ensure optimal liquidity and capital management. Industry experts will review options to automate margin call communication and collateral affirmation along with settlement and reporting process for both third party and triparty segregation structures.

Moderator: Amy Caruso, Head of Collateral Initiatives, ISDA
Wayne Forsythe, Managing Director, Head of US Collateral Operations, State Street Bank & Trust
Emma Mills, Vice President, Margin Strategy Team, Goldman Sachs
Mark Solomon, Director, Trading and Securities Operations, Brandywine Global Investment Management, LLC

12:00 PM Break

12:10 PM Future of Managing Eligible Collateral Schedules Amy Caruso, Vernon Alden-Smith, Richard Barton, Katherine Black, Gösta Feige

Managing eligible collateral schedules with counterparties and triparty providers needs to come out of the dark ages from bilateral negotiations, exchanging emails, chasing responses, and storing PDFs to electronic negotiation and streamlining data input to operating systems. Learn about what the industry has available now and how the ISDA CDM will continue to support even more efficiencies in the future.

Moderator: Amy Caruso, Head of Collateral Initiatives, ISDA
Vernon Alden-Smith, Assistant Director Collateral Initiatives, ISDA
Richard Barton, Head of Product Management, AcadiaSoft Inc.
Katherine Black, US Head of Ready to Margin Operations, Goldman Sachs
Gösta Feige, Director, Commercial Division - Product Solution Sales - Collateral Management, Euroclear SA

1:00 PM Conference Concludes

Agenda is subject to change.

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Vernon Alden-Smith

Assistant Director Collateral Initiatives

ISDA

ISDAconferences

Richard Barton

Head of Product Management

AcadiaSoft Inc.

AcadiaSoft_

Erica Becker

Manager

EY

EYnews

Katherine Black

US Head of Ready to Margin Operations

Goldman Sachs

GoldmanSachs

Amy Caruso

Head of Collateral Initiatives

ISDA

ISDAConferences

Gösta Feige

Director, Commercial Division - Product Solution Sales - Collateral Management

Euroclear SA

EuroclearGroup

Wayne Forsythe

Managing Director, Head of US Collateral Operations

State Street Bank & Trust

StateStreet

Emma Mills

Vice President, Margin Strategy Team

Goldman Sachs

GoldmanSachs

Nnamdi Okaeme

Senior Director, Infrastructure, Data and Non-Cleared Margin

ISDA

ISDAConferences

Mark Solomon

Director, Trading and Securities Operations

Brandywine Global Investment Management, LLC

BrandywineGIM

Animesh Srivastava

Vice President, Uncleared Swaps IM, Collateral Optimization Unit

Barclays Plc

Barclays

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Intermediate

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  • CLE

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