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Global Financial Markets Intelligence

Global Financial Markets Intelligence

2nd Edition Initial Margin Optimization and Collateral Management

Effective initial margin implementation through efficient derivative pricing within collateral management, to reduce costs and gain competitiveness in the current market

19-20 Feb 2020
New York, NY, USA, United States of America

Conference Workshop

Workshop Title: Best strategies to minimize impact of initial margin on derivative pricing
This masterclass will provide you with the best strategies to minimize impact of initial margin on derivative pricing
Workshop Moderator: Richard Burrow, Financial Services Regulatory Compliance Professional
Company: RT BBRCC, LLC


Why You Should Attend

2nd Edition Initial Margin Optimization and Collateral Management

This GFMI conference will provide institutions with a regulatory update on guidance surrounding Initial Margin (IM) implementation within collateral management. Firms will discuss the latest developments and best methods in IM implementation, and learn how to successfully incorporate IM into collateral management. You will understand the impact of IM on derivative pricing and valuation, thus learn best strategies with collateral management to increase efficiency. Firms will learn best methods to help resolve documentation challenges and gain insights on how to use technology to achieve operational efficiency, when complying with IM.


Key Topics

  • Citi explore the best strategies in calculating collateral management
  • J.P. Morgan investigate adopting in-house collateral management versus outsourcing
  • Wells Fargo will showcase techniques to aid integration of margin calculations within your collateral management framework
  • Morgan Stanley examine the best strategies in calculating initial margin
  • The Office of the Comptroller of the Currency provide a regulators perspective on OTC collateral management
  • Previous Attendees Include

    • Lloyds Banking Group
    • Bank of America
    • Barclays
    • BNY Mellon
    • Scotiabank
    • HSBC
    • National Bank of Canda
    • Morgan Stanley
    • Federal Reserve Bank of New York
    • AIB
    • Deutsche Bank
    • HSH Nordbank
    • SunTrust
    • And many more…


    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.


    Event Sponsors
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    Event Partners


    Practical Insights From

    Dominick Falco
    Managing Director, Head of Collateral Segregation
    BNY Mellon Markets

    David Boyd Booker
    Managing Director and Senior Counsel, Head of Fixed Income Derivatives
    Credit Agricole CIB

    Scott Linden
    Managing Director, Collateral Management Product Leader
    Wilmington Trust

    Lucia Cipolina Kun
    Vice President, Quant Analyst
    Morgan Stanley (Former Bank of America)

    Sagar Patel
    Vice President, Securities Collateral Management
    J.P. Morgan

    Diana Shapiro
    Director, Head of Collateral Services
    Citi

    Claire Rodman
    Vice President, Global Head Function Owner, Collateral Contract Management On-boarding
    Société Générale

    Click Here For Full Agenda

    Voice of Our Customers
    • "One of the best conferences, with a good mix from different areas." Wells Fargo
    • "All items are very relevant with good levels of speakers. Thank you." Bank of America
    • "Well organized and conducted. Thank you." Federal Reserve Bank of New York
    • "Very useful cross section of organizations and developments within the banks." TD Securities
    • "I found the conference to be one of the most useful I have attended so it was well worth the effort." Santander
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    Event Contact

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

    Constandinos Vinal GFMI


    marcusevans (Europe) Ltd
    PO Box 24797
    1304- Nicosia, Cyprus

    Telephone:
    +357 22 849 380
    Fax: +357 22 849 394
    Email: constandinosvi@global-fmi.com