CMD Ops (Collateral, Margining & Derivatives) 2019 | Financial Technologies Forum LLC | 20 November 2019 | Dream Downtown, 355 W 16th St, New York, NY 10011, USA

With the September 2019 deadline of Phase 4 in mind, the demand for optimal Collateral, Margining and Derivatives (CMD) operations could not be greater. In keeping with the overall theme of meeting crucial deadlines, this year’s FTF CMD Ops will assess where the industry is and all the steps and stages necessary for UMR compliance. We will look ahead to the ramp-up for the looming September 2020 deadlines for Phase 5 firms and what they need to do prepare. Experts will also discuss the impact of the Phase 4 push and what firms have learned thus far. Aside from UMR, sessions will cover new regimes coming for clearing and collateral optimization just as firms are adjusting to new regulations and the promise of disruptive technologies.

2019 Speakers

Ted Leveroni
Senior Principle, BNY Mellon Markets

Karl Wyborn
Global Head of Business Development, Cloudmargin

MArk Persiani
Director, Collateral Management, BlackRock

Kashyap Sheth
Director, Derivatices Data and Valuation Services, IHS Markit

Nihal Patel
Special Counsel, Cadwalader, Wickersham & Taft LLP

Adam Ulman
Product Manager, Smartstream Technologies

Marcus Cree FRM
General Manager, America, Opengamma

Kevin Stein
Legal and Compliance Counsel, BNP Paribas

MAry Harris
Head of Triresolve Business Management North America, Trioptima

Audrey Costable Blater
Senior Research Analyst, AITE Group

Allen Lewis
CFA, Managing Director Collateral Management and Segregation, BNY Mellon Markets

David Stryker
Principal, MArkets, Greenwich Associates

Scott Lilnden
Senior Consultant, Collateral Management Sxpert

Liam Huxley
CEO & Founder, Cassini System

Jefffret O. Himstreet
Corporate Counsel, PGIM Fixed Income

Tara Mccloskey
Director, Global Operations, MetLife Inc.

Kevin Urlik
VP - Fintech Product Management, Brown Brothers Harriman

Sudhir Jain
Director - OTC Derivatives, National Futures Association

John Pucciarelli
Director of Strategic Initiative, Acadiasoft

Lauren Gutierrez
Vice President, Goldman Sachs Asset Management

Eric J. Bolisay
Head of Derivatives Strategic Operations, T. Rowe Price

Diana Shapiro
Nam Head of Collateral Services, CITI

2019 Sponsors

• CASSINI Systems
• IHS Markit
• CloudMargin
• ACADIASOFT
• SmartStream
• OPENGAMMA
• TriOptima