Venue
Charleston, SC, United States

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Event Date Wed Jun 21 EDT - Thu Jun 22 EDT (over 7 years ago)
Location Charleston, SC, United States
Region Americas
Details

The Credit & Margin Annual Conference is moving to Charleston! Join us to hear about TBA Margin, Blockchain, a Regulatory Panel, Margin Practitioners Panel and more. The sixth annual Credit & Margin Conference is headed to Charleston, South Carolina!

Join margin practitioners and industry specialists for a full day seminar and networking opportunities at the Mills House – Wyndham.

Speakers

David Aman
Counsel Debevoise & Plimpton LLP.

Kevin Fitzgerald
Executive Director, IB-Prime Broker Margin
JPMorgan Chase & Co.

Asif Mohamed
Executive Director
JPMorgan Chase & Co.

Nihal Patel
Associate
Cadwalater, Wickersham & Taft

Donald Calazza
Senior Legal Counsel, Fixed Income Division
Fidelity Management & Research Company

Jonathan Krimsley
Vice President, Credit Risk Pershing LLC, a BNY Mellon Company

Peter Tennyson
Director, BDOFR regulatory Developmennt & Services Finra

Steven Lofchie
Partner
Cadwalader, Wickersham & Taft

Kris Dailey
Vice President, Risk Oversight & Operational Regulation Finra

William Eineke
Vice President, Financial Risk Management-Prising and Margins
Options Clearing Corporation

Sean Gilmartin
Director
New York Stock Exchange
(NYSE)

Scott Holz
Senior Counsel
Federal Reserve Bank

Michael Leibrock
Managing Director, Chief Systemmic Risk Officer DTCC

Michael A. Macchiaroll
Associate Director, Office of Broker-Dealer Finance U.S. Securities and Exchange Commission

Paul Jordan
Director, Systemic Risk
DTCC

Paul Capezza
Vice President, Margin Fidelity Investments

Michael Drews
Managing Principal
Capco

Brandon Jaffe
Analyst
Morgan Stanley

James Barry
Executive Director and Global Head of Institutional Securities Margin
Morgan Stanley

John Aurre
Vice President
Goldman, Sachs & Co.

Vincent Bartolomeo
Senior Vice President, Margin Fidelity Investments

Brian Warshaw
Managing Dirrector, Margin & Monetary Approvals Bank of America Merrill Lynch

Michael Nierva
President
SIFMA Credit & margin Section
Director
Pershing LLC, a BNY Mellon Company

Sponsors & Partners

Softek Capital Markets Solutions
Capco