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

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.


Venue Location:


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