Tuesday, May 7, 2013 from 8:30 AM to 11:00 AM (EDT)
New York, NY
In a breakfast briefing, a dynamic panel of speakers will offer a holistic view of the strategies to be utilized including portfolio margining at clearinghouses, cross-asset netting at the broker level, and in-house analytics operational efficiencies achieved through automation and technology investment.
In this complimentary event, the panel will discuss some of the following topics:
• What are the current requirements under regulation in the US and Europe?
• What are the recommendations for margin under BIS and IOSCO?
• Portfolio netting at the broker level and how services are evolving?
• Portfolio margining at the CCP levels & how solutions are evolving?
• Is interoperability between CCP possible and how might it reduce the margin burden?
• How do swap futures alleviate the margin burden and is this a feasible tool?
• Internal margin efficiency – what does an efficient collateral management workflow look like (including product selection, inventory management and margin optimizer tools including cheapest to deliver calculations)?
• What are the main pain points of a collateral operation that can be automated to improved margin efficiency?
• What are the new analytic tools and supporting technology that can be used to achieve collateral optimization?
• When is outsourcing a good option?
• What are the unintended consequences of the impending collateral squeeze?
Panel of Speakers:
• Ted Leveroni, Executive Director of Derivatives Strategy & External Relations, Omgeo
• Bikram Singh, Director, Business Head of OTC Derivatives Services, Citi
• Laurent Paulhac, Senior Managing Director, Financial and OTC Product Services, CME Group
• Medy Agami, Analyst, Celent
• Gerard Lionetti, Project Manager, Franklin Templeton
• Moderator: Julia Schieffer, Founder & Editor of DerivSource.com
Register for this complimentary briefing here: http://derivomgeo7may.eventbrite.co.uk
This event will also be held in London on May 23rd, 2013. If you wish to attend the London event, please go here: http://derivomgeo23may.eventbrite.co.uk
