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

Register for ISDA Virtual Conference: Uncleared Margin Operations
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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

Educational Credits

2.5 CPD Credit Hours Available (England and Wales)

3 CLE Credit Hours Available (NY) Transitional & Nontransitional Credit

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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, Nnamdi Okaeme

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
Nnamdi Okaeme, Senior Director, Infrastructure, Data and Non-Cleared Margin, ISDA

Additional Speakers to be Announced.

11:00 AM Break

11:10 AM Streamlining Margin Calls and Collateral Settlement Amy Caruso, Wayne Forsythe

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

Additional Speakers to be Announced.

12:00 PM Break

12:10 PM Future of Managing Eligible Collateral Schedules Amy Caruso, Richard Barton, 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
Richard Barton, Head of Product Management, AcadiaSoft Inc.
Gösta Feige, Director, Commercial Division - Product Solution Sales - Collateral Management, Euroclear SA

Additional Speakers to be Announced.

1:00 PM Conference Concludes

Agenda is subject to change.

Register Now for ISDA Virtual Conference: Uncleared Margin Operations
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Richard Barton

Head of Product Management

AcadiaSoft Inc.

AcadiaSoft_

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

Nnamdi Okaeme

Senior Director, Infrastructure, Data and Non-Cleared Margin

ISDA

ISDAConferences

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ISDA is an accredited provider of continuing education credits by the following organizations:

  • CLE

    ISDA has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education in the state of New York.

  • CPE Sponsory

    ISDA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors: 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

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