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Margin processing: the clearing firm perspective

27 October 2020 • 10:00 AM - 11:00 AM ET • Webinar

For clearing firms, managing client margin requirements across multiple CCPs for exchange-traded derivatives on a daily basis is a complex process that requires intricate operational and technological workflows. Three senior-level industry experts will provide insight into the margin management process within clearing firms. This will include a discussion around some of the common challenges that clearing firms face in regards to managing margin, such as data quality issues, integrating with third-party solutions and holiday processing. Lastly, our speakers will discuss potential ideas for making the margin management process less complex and more efficient for market participants through industry-led solutions. The webinar will wrap up with a 15 minute Q&A with the audience.

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Moderator: Don Byron, Head of Global Industry Operations & Execution, FIA
Presenters: Alistair Sayers, Head of Funding & Optimisation, Collateral Management, UBS
Diane Sherman, Director Head of Global Collateral Management, Bank of America Securities
Jon Schlamp, Sr. Vice President, Macquarie Futures USA
Date/Time: Tuesday, 27 October 2020 | 10:00 a.m. – 11:00 a.m. ET

This webinar is intended for informational purposes only and is not intended to provide investment, tax, business, legal or professional advice. Neither FIA nor its members endorse, approve, recommend, or certify any information, opinion, product, or service referenced in this webinar. FIA makes no representations, warranties, or guarantees as to the webinar’s content.