Public Events

2013

• May 21st, TradeTech, London: http://www.wbresearch.com/tradetechderivatives/
• 4th June, Enterprise Collateral: http://www.wbresearch.com/enterprisecollateral/.aspx
• 9th July, GFII, Pennyhill Park, http://www.iimemberships.com/landing.aspx?pageid=50

Completed events in 2013

• Feb 6th & 7th, Central Clearing and Regulatory change training via Marcus Evans, in London, here
• March 11th & 12th, Euroclear Collateral Conference, Paris, here

Completed events in 2012

• Late November, Central Clearing and Regulatory change training via Marcus Evans, in Singapore
• November 22nd, TradeTech [Regs] one day event in London, panel session
• September 24th to 26th,  Central Clearing and Regulatory change training via Marcus Evans, in London  here
• September 19th: Hosting an afternoon workshop prior to the 13th Annual Collateral Management Conference here
  • Half day interactive workshop to include:
  1. The impact of the new regulations on Collateral Managers (me)
  2. The legal impacts from the new regulations, the new legal frameworks for EU and US clearing (Adam Ward, Amunet Partners)
  3. The secrets of margin on cleared and un-cleared trades, including VaR (Amir Khwaja, ClarusFT)
  4. CVA in a cleared world (Ed Selby, Lothbury Associates)
• July 12th / 13th: Global Fixed Income Institute, 6th Annual OTC Derivatives Summit, at Pennyhill Park. “ORDER OUT OF CHAOS: THE NEW WORLD OF OTC DERIVATIVES”
• August 6th to 8th, Central Clearing and Regulatory change training via Marcus Evans, in Hong Kong  here
• June 11th to 13th, Central Clearing and Regulatory change training via Marcus Evans, in New York, here
• June 21st: My Wedding
• June 27th Panel at the European Clearing & Settlement Conference, here
• Feb 22nd to 24th, Central Clearing and Regulatory change training via Marcus Evans, in London
• March 5th, Central Clearing and Regulatory change training in Paris
• March 12th, Central Clearing and Regulatory change training in Vienna
• May 8th, Algorithmics ARC360, here
• May 28th & 29th, TradeTech Derivatives, here
  • Speech on May 28th at 14:00: An insightful A to Z on the OTC clearing revolution (and all in just 30 minutes)
  • Evaluating how the Lehman collapse, the demise of MF Global and the Eurozone debt crisis have made a case for or against OTC clearing
  • Clarifying the regulatory responsibilities for the middle and back office
  • Guidance on what exactly will have to change in the back office to fully comply
  • Assessing the products that will have to be cleared and defining how suitability is going to be determined
  • Who should have the final word on what should be cleared: Regulators or CCPs?
  • Analysing how documentation is going to be impacted by regulation
  • Panel on May 29th at 15:15:
    • Navigating the new clearing landscape which could potentially spell the end of existing successful buy side strategies while unlocking the door to a tsunami of new techniques

2011

• November 1st, Osney Optimising OTC Operations for Fund Managers, London, here.
• November 21st: Nordic Capital Markets Forum, Seminar on Central Clearing, Oslo, here