ISDA Collateral Management Transformation Virtual Showcase 2021 | ISDA | 20 January 2021 | Online

The forthcoming rollout of phases five and six of the margin requirements for non-cleared derivatives has brought the collateral management function at buy- and sell-side firms into sharp focus. With demands on collateral management teams escalating, firms are increasingly looking at how they can improve operational processes and use technology to drive efficiencies.

This two-day virtual event considers the steps firms can take to transform and streamline their collateral management operations. Focusing on custodian onboarding, developing portfolio reconciliation and dispute resolution approaches, automating collateral settlement and implementing digital documentation strategies, the event will feature analysis, case studies and live demos, ensuring you’re completely up to date with industry best practice and cutting-edge technological developments.

2021 Speakers

Vernon Alden-Smith
Assistant Director, Collateral Initiatives, ISDA

Erica Becker
Senior Manager, EY

Brent Berg
BFAM Partners (Hong Kong) Limited

Amy Caruso
Head of Collateral Initiatives, ISDA

Nigel Cobb
Senior Data Modeller, REGnosys

Ed Corral
Managing Director, Global Head of Collateral Strategy, JPMorgan Chase & Co.

Wassel Dammak
Head of Product Strategy, Vermeg

Wayne Forsythe
Managing Director, Head of US Collateral Operations, State Street Bank & Trust

Mary Harris
Head of triResolve Business Management - North America, TriOptima

Arjun Jayaram
CEO and Founder, Baton Systems

Nara Kodihalli
Founder, Chief Executive Officer, OpenRisk Technologies

Ricardo Martinez
Principal, Risk & Financial Advisory, Deloitte & Touche LLP

Ciarán McGonagle
Assistant General Counsel, ISDA

Trevor Negus
Senior Product Manager, SmartStream

Beatrix Pole
Managing Legal Counsel, Director, NatWest Markets

Charles Post
Head of U.S. Consulting Services and Global Head of Document Intelligence and Legal Lifecycle Solutions, JDX Consulting

John Pucciarelli
Director of Strategic Initiatives, AcadiaSoft, Inc.

Claire Rodman
Vice President and Global Head, Collateral Contract Onboarding, Société Générale

Duncan Scott
Margin Transit Utility Product Development Consultant, The Depository Trust & Clearing Corporation

Ian Sloyan
Director, Market Infrastructure and Technology, ISDA

Neil Smy
Vice President, Morgan Stanley

2021 Sponsors

SHOWCASE SPONSORS:
• Acadia Soft
• Baton Payments Accelerated
• DTCC
• JDX
• OpenRisk
• Smart Stream
• State Street
• TriOptima
• Vermeg
• Isda Create