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    Re-engineering the Process and Technology for Collateral Management

    May 12, 2010, New York City

    This event addresses the current challenges in collateral management processing. It identifies the best practices in process re-engineering and the emerging technologies that are driving firms to be proactive in achieving operational efficiency.
           

     

    Agenda

         

    7:15 - 7:30


    Registration

    7:30 - 8:00


    Networking Breakfast

    8:00 - 8:15

     

    Keynote

    CYNTHIA L. MEYN, Senior Vice President, Head of Operations, PIMCO

    8:15 - 8:30

     

    Electronic messaging - What's next

    RICHARD BARTON, Director of Product Management Algo Collateral, Algorithmics

    8:30 - 9:05

     

    Panel One: Collateral Management Process For OTC Cleared And Non Cleared

    LANNY A. SCHWARTZ, Partner at Davis Polk & Wardwell LLP (Moderator)

    MIKE KOBIDA, Director of Financial Management, CME Group

    CYNTHIA L. MEYN, Senior Vice President, Head of Operations, PIMCO

    JASON SWANKOSKI, Executive Director, North America Head of Fixed Income Collateral, Morgan Stanley

    9:05 - 9:40

     

    Panel Two: Using technology for Margin Call And Substitution Process

    VINOD JAIN, Managing Consultant, Headstrong (Moderator)

    ISABELLE ARDITI, Vice President, Collateral Client Services, Lombard Risk

    MALENE MCMAHON, Senior Business Manager, SWIFT

    DAN MOYSE, Co-Founder, AcadiaSoft, Inc.

    9:40 - 10:15

     

    Panel Three: Collateral Account Management and Reporting by Custodian / Fund Services

    CYNTHIA L. MEYN, Senior Vice President, Head of Operations, PIMCO (Moderator)

    JOHN STRALEY, Collateral Services, DTCC

    JOHN TEMPLETON, Managing Director, The Bank of New York Mellon

    PETER WALSH, Vice President, Collateral Management Operations, State Street Corporation.

    Registration    
    Fee   $95 per person (meal included)
    Seats are limited. Please click here to register online.
    Location    

    Address  

    Bayards
    One Hanover Square (between Stone and Pearl Streets)
    New York, NY 10004 

    Direction

    From West Side Highway:
    Take West Side Highway to Battery Park. Make left on Battery Pl., continue until the street turns into State St., then continue for approximately 2 traffic lights and make a left on Hanover Square.

    From FDR:
    FDR South to Exit 1 (Battery Park, Staten Island Ferry), make right on Broad St. Make right at first traffic light on Water St., go 2 traffic lights to Hanover Square and make a left.

    From Brooklyn Battery Tunnel:
    When exiting tunnel, stay to the left of the traffic light and turn left at the light. When making the left turn, stay right (do not go into underpass), continue on to Battery Place. Make left on Battery Pl., continue until the street turns into State St., then continue for approximately 2 traffic lights and make a left on Hanover Square.

    From Broadway:
    Take Broadway South to Liberty Street, make a left on Liberty Street, Continue for 5 Blocks to Pearl Street. Make a right on Pearl Street, Take Pearl Street to Hanover Square

    From Brooklyn Bridge:
    2nd exit (FDR and Pearl St.) Make a right at traffic light. Take Pearl St. to Hanover Square.

    Subway:
    #2 or 3 to Wall St.
    #4 or 5 to Wall St. or Bowling Green
    #R or W to Whitehall St./South Ferry

     



     

     Clearinghouses as Mitigators of Systemic Risk