IHS Roundtable Collateral

IHS Roundtable Collateral

The delay for imposing the uncleared margin rules (UMR) on smaller entities presents an opportunity to rethink current collateral management practices. Impacted organizations can assess any changes needed in workflows, margin calculations and the backtesting of initial margin (IM) models in order to efficiently manage portfolio margin.

During this virtual roundtable, our IM experts will examine the latest challenges in an Australian context and how organizations can take advantage of the delay to create an ecosystem for addressing margin requirements while increasing efficiency across the enterprise.

Giselle Awad

Director, Markets

ANZ

Giselle is a highly skilled strategy and business development manager with 20 years’ experience in financial markets; including extensive global exposure. Having spent most of her career in the fields of securities lending, repo and collateral management; she has held a variety of roles across trading, client service, business development and regional establishment.  Giselle is currently responsible for repo sales at ANZ. Prior, she was a Director at Deutsche Bank and Senior Vice President at eSecLending where she had accountability for the securities lending businesses in APAC. Giselle has also held a variety of positions at the Royal Bank of Canada and Goldman Sachs.

Neil Fletcher

Managing Director

Central Park Solution

20+ years experience in the financial markets and in particular across OTC and Listed Derivatives. Holding senior director and management roles across sales/marketing, relationship management, business strategy, product development, project management and market operations. 14 years with Macquarie Bank Limited and subsidiaries, heading up areas of its Listed Derivatives business across the US, UK, Korea and Australia. Prior experience with Suncorp Investments and ANZ Banking Group.

Strives to assist industry participants with solutions through market expertise, insight, independence and integrity.

Andrew Byron

Senior Business Specialist

AMP Capital

Andrew Byron is the Senior Program Manager for regulatory strategic projects at AMP Capital where his current focus is on both Margin and Libor Transition. He has been in financial markets for more than 30 years, primarily in senior management roles on Fixed Income sales and trading desks across the Asia-Pac region. Andrew has worked previously for Macquarie Bank, Barclays and Citi in Australia, Singapore and Japan, where he traded and managed interest rate derivatives business lines.

Andrew is a member of the AFMA Committee and has a degree in Economics from the University of Melbourne.

Thumbnail
Shawn Paul

Managing Director

CloudMargin

Shawn is Managing Director and regional head of Asia Pacific for CloudMargin (an IHS Markit portfolio company), the world’s first cloud-based collateral management workflow tool, which has earned nearly 20 industry awards and honours since 2015 for innovation and best-in-class technology. Previously he was Director of Wolters Kluwer’s Financial and Compliance Services (FCS) division in Asia Pacific where he held key roles, including Market Manager for Regulatory Reporting in Asia and General Manager for Australia, New Zealand, South Asia and Singapore. Prior to Wolters Kluwer, he worked with Calypso Technology growing the company’s Asia Pacific business. Throughout his career, Shawn has led expansion strategies in Asia Pacific for leading industry platforms such as FRSGlobal, Iris, SAASGAS and FinArch.

Shawn’s financial services career began as Branch Manager for the Commonwealth Bank of Australia. Shawn also works as an investor and coach in the Financial Technology and start-up space in the Asia Pacific region.

Gerard Lim

Director, Pricing, Valuations and Reference Data

IHS Markit

Gerald Lim is responsible for business development across fixed income pricing, reference data and OTC derivatives for Australia and New Zealand at IHS Markit.

Gerald led the Totem Equity Derivatives business for North America, based out of the New York office before relocating to Sydney in 2019. He brings over 10 years of equity derivatives experience working with major sell side institutions in the independent price verification and valuations space. He holds a Bachelor of Economics and Finance from Western Sydney University, Australia and a graduate certificate in Applied Finance and Investments.

Joe Midmore

Chief Commercial Officer

OpenGamma

Thumbnail
John Feeney

Partner

Martialis Consulting

John Feeney manages Martialis Consulting working on financial markets product and infrastructure. He has been in financial markets for over 30 years in trading and management roles across most asset classes. Prior to joining NAB, Mr. Feeney has worked for Commonwealth Bank in Sydney, Citi in Sydney and London and Macquarie Bank in Sydney. Over this time he has traded and managed interest rate derivative, foreign exchange, traded credit, commodities and funding businesses.

Recently, Mr. Feeney has been an ISDA Board Member and Vice-Chairman and an AFMA Board member.

Mr. Feeney has a PhD and BSc (Hons) from University of Sydney.

The event will help you discover:
  • How has Covid-19 impacted the UMR implementation?
  • Mitigating regulatory and reputational risks by determining the insourcing and outsourcing of IM calculation with historical data
  • How to overcome complication in IM calculation in view of the increased usage of OTC derivatives and diversified portfolios
  • What are the key consideration in implementing consistent models for the valuation and sensitivities calculations across all asset classes?
  • How does the calculation of pre-trade margin requirements help identify the cheapest way to trade?
Who should attend?

The event is designed for buy-side professionals in Australia that work with collateral management. Job roles include, but are not limited to:

  • Trading
  • Derivatives
  • Risk Management
  • Credit Risk
  • Liquidity Risk
  • Market Risk
  • Regulation
  • Fixed Income

About Risk.net think tanks

Risk.net think tanks are virtual roundtables designed exclusively for senior executives. These virtual events provide an intimate, board room style setting for executives to discuss a specific trend or challenge in order to develop the best course of action to address it. The discussion is conducted under Chatham House rules which means it is off the record hence participants can share their views openly, freely and anonymously.

Risk.net would welcome senior practitioners to take part to exchange idea with peers and to move forward together during uncertain times.

Register Here

Please contact us if you have any questions about the roundtable event or wish to book your place:

Stephen Body

Marketing Director, Asia-Pacific

Infopro Digital

Partnered with:

IHS Markit is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 business and government customers, including 80% of the Fortune Global 500, and the world's leading financial institutions.