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Global Financial Markets Intelligence

Global Financial Markets Intelligence

Central Counterparty Clearing Workshop

Formulate a strategy to adapt to the new regulations

6-8 Feb 2013
Central London, United Kingdom


Why You Should Attend

Central Counterparty Clearing Workshop

To ensure we meet your expectations and maximise your return on training investment, we favour a classroom/workshop style set

To ensure we meet your expectations and maximise your return on training investment, we favour a classroom/workshop style set up for the delivery of our courses. Please note we have therefore limited number of spaces available and these will be assigned on a first come, first accepted basis. We recommend early booking to avoid disappointment.

“Gain an in-depth insight into the operational, legal and risk aspects of using OTC clearing”

How will you benefit?

The moves by regulators in the US (CFTC) and Europe (the European Commission) making central clearing of standardised OTC (ISDA) products compulsory, and for trading to take place on electronic trading platforms (SEFs or OTFs), means a structural change in the foundations of the market infrastructure for OTC derivatives. These changes will have multiple effects on participants in the market, and this course aims to provide you with the knowledge to anticipate and plan for these changes, and provide your organisation with an advantage in preparing for the market overhaul.

In addition to the core modules shown above, the course will include an optional third day covering advanced modules on regulation and legal aspects in relation to Central Counterparty Clearing. These modules will be covered by Adam Ward & Anna Iversen.

By the end of this course, delegates will be able to:

· Formulate a strategy to adapt to the new regulations for yourself, your team your department or your entire organisation

· Anticipate where technology change will be required

· Be aware of the global activity in clearing, and the OTC market infrastructure

· Provide yourself with an insight into the operational, legal and risk aspects of using OTC clearing

About your expert trainer:

Bill Hodgson’s career has included a wide variety of businesses including cash registers, children’s games, RADAR, oil drilling and for the past 20 years in the capital markets, especially OTC derivatives. In the capital markets he initially worked on developing software to process OTC derivatives at Merrill Lynch, in the days when paper trade tickets were still the norm. Subsequently he has worked with major banks to improve their OTC processing capabilities, including with Barclays Capital as Head of OTC (ISDA) Projects, LCH.Clearnet as Head of Product Development for the SwapClear service and at DTCC to design, build and deploy the Trade Information Warehouse for Credit Default Swaps. Bill originally qualified at Greenwich University in Computing, and is a contributor to three books on OTC products and capital markets and is the owner of The OTC Space Ltd.

The optional third day will be delivered by Amunet Partners, a legal consultancy specialising in the financial markets .It provides legal expertise in derivatives, funds, capital markets, structured products and more. Clients include asset managers, pension funds, global brokerage houses and major international banks. Amunet offers a number of services, including: legal structuring & management of transactions; drafting transaction documents & templates; running & resourcing legal projects / legal elements of broader projects; developing legal solutions & structuring ideas; dispute /litigation management; knowledge transfer & training.

Adam Ward is a founder and managing partner of Amunet Partners LLP and has over 15 years of capital markets and derivatives experience. He has worked in senior derivatives legal roles at both Deutsche Bank and Barclays Capital. During this time, Adam established and ran the legal teams supporting a variety of trading, sales and structuring teams. These teams included those responsible for structured investment products, securitised derivatives, prime services, credit risk trading and corporate derivatives (across all assets classes). Before establishing Amunet Partners, Adam held a senior structuring and execution role in longevity derivatives at Deutsche Bank. Adam has been a regular speaker in Europe and the US at International Swaps and Derivatives Association conferences and to employees at financial institutions discharging front office, legal and risk management functions.

Anna Iversen, who is currently a managing partner of Amunet Partners LLP, a niche OTC legal and documentation firm of consultants. Previously Anna was a Director of Sapient Global Markets in London focusing on documentation risk management and the use of technology in this field. Prior to joining Sapient, Anna worked as a derivatives and structured finance lawyer both in law firms and as in-house counsel.

Video Testimonials:

http://www.me-financialtraining.com/html/video.asp

Testimonials:

“Gives a detailed overview with focus on operations, legal and risk. Good speaker, well prepared with detailed slides”

Syntrus Achmea

“Provides a good overview on OTC Derivatives and clearing concepts including developments.”

SVP, ABN AMRO


Key Topics

  • Formulate a strategy to adapt to the new regulations for yourself, your team, your department or your entire organisation
  • Anticipate where technology change will be required
  • Be aware of the global activity in clearing, and the OTC market infrastructure
  • Provide yourself with an insight into the operational, legal and risk aspects of using OTC clearing
  • Previous Attendees Include

    From Financial Institutions, Investment Banks,
    Hedge Funds, Asset Management firms,
    Pension Funds, Custodians and Software
    Providers:

    • Collateral management
    • Operations
    • Technology
    • Strategy
    • OTC Trading & Sales
    • Risk management
    • Legal
    • Compliance
    • Regulatory
    • Assest Managers


    Why Choose GFMI marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.







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    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Safak Egemen Pippen


    11 Connaught Place
    London
    W2 2ET

    Telephone:
    +1 212 953 6870
    Fax: +61 (2)8088 6090
    Email: safake@global-fmi.com