Optimizing Collateral Management to Meet Regulatory Burdens

September 19, 2017 9:00 AM - 10:00 AM EST

Optimizing Collateral Management to Meet Regulatory Burdens

In North America, major players such as key regional investment banks, insurance companies, pension funds, hedge funds, asset managers, energy companies and corporates are struggling to optimize collateral management while regulators are trying to do a better job of imposing their rules. For instance, revamped initial and variation margin rules are taking root in North America as European regulators finalize regulation that will have global implications. Hear from experts at AITE Group and OpenLink as they discuss the market response.

 Some of the major discussion points to be covered via the webinar are:

  • What steps should market participants take to optimize their collateral management operations so that meeting these regulatory requirements is less of a burden?
  • What parts of the supporting IT infrastructure must be changed?
  • Should certain operations be reviewed and revised?
  • How is the sell side helping or hurting the situation?
  • How does the buy-side compare to the sell-side in optimization functional requirements – is there a significant disparity in approach?
  • How have delays to key pieces of regulation across the globe (and constantly evolving market practices) impacted firms’ optimization approaches?
  • Are there any regional trends emerging – given that Europe is a much more fragmented market, for example?
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Virginie O’Shea

Research Director, Aite Group

Virginie O’Shea is a research director with Aite Group, heading up the Institutional Securities & Investments practice and covering data management, collateral management, legal entity onboarding, and post-trade technology. She brings to the firm more than 13 years of experience in tracking financial technology developments in the capital markets sector, with a particular focus on regulatory developments and standards.

Ms. O’Shea has spoken at industry conferences including Sibos, TradeTech, FISD events, and ISIPS, and is actively engaged in a number of post-trade industry standards groups.

Most recently, Ms. O’Shea was managing editor of A-Team Group’s flagship publication,A-Team Insight, where she covered financial technology from the front to back office, including trading technology, market data, low latency, risk management, regulatory impacts on IT, and reference data. During her time at the firm, she was heavily involved in planning risk and data management events and creating multimedia offerings, including podcasts, webinars, and video interviews. Prior to this, Ms. O’Shea was group editor of Investor Services Journal and Alternatives magazine, focused on the asset servicing and buy-side communities. Before that, she was editor of STP Magazine and online service stpzone.com, where she focused on financial technology in the capital markets.

 Ms. O’Shea holds a Master’s degree in English Literature from the University of Edinburgh.

Mark O'Toole

Vice President, Commodities and Treasury Solutions, Openlink

Mark O'Toole joined Openlink in 2006, and helped establish the Commodity Intensive Corporates (CIC) business providing integrated treasury and commodities solutions. He has more than 20 years of experience in fintech across sales, business devel

opment, product marketing, product management and implementation in commodities, energy and capital markets. He previously worked at Dow Jones, SunGard Energy (formerly Caminus) and RiskMetrics Group (now MSCI).

Christopher Surh

Lead Technical Product Manager, Product Management, Openlink

Chris Surh is the Lead Technical Product Manager for Product Management in Uniondale. His areas of expertise are Margin and Collateral, Exotic Derivatives, and Structured Products. He joined Openlink in March 2006 and has been working on numerous areas of the core product.

Previous to Openlink, Mr. Surh was a Derivatives Trader on the floor of the American Stock Exchange. He focused on risk management and option valuation.

Mr. Surh received a Bachelor's degree in Computer Science from Rensselaer Polytechnic Institute and a Masters of Business Administration from Carnegie Mellon University.

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