Uncleared Margin Reform: Ask Us Anything Webinar

While the CFTC, Hong Kong, Singapore and Australia have provided transition periods for compliance with Uncleared Margin Reform, US and European prudential regulators, Japan and Canada have not. Regardless of forbearance, the

February 23, 2017 - Editor

Category: Bilateral Margin

While the CFTC, Hong Kong, Singapore and Australia have provided transition periods for compliance with Uncleared Margin Reform, US and European prudential regulators, Japan and Canada have not. Regardless of forbearance, the pressure to get as many counterparty relationships repapered as possible remains high priority.

In this follow-up to our previous webinar, Axiom’s Global Banking Team, Senior Guest Speakers and The OTC Space will provide an update on key market developments, share insights on project strategy, and answer questions from the audience.

Uncleared Margin Reform: Ask Us Anything

Tuesday 7th March 2017, 16:30 GMT (11:30 EST)

While the CFTC, Hong Kong, Singapore and Australia have provided transition periods for compliance with Uncleared Margin Reform, US and European prudential regulators, Japan and Canada have not. Regardless of forbearance, the pressure to get as many counterparty relationships repapered as possible remains high priority.

In this follow-up to our previous webinar, Axiom’s Global Banking Team, Senior Guest Speakers and The OTC Space will provide an update on key market developments, share insights on project strategy, and answer questions from the audience.

This event is aimed at both the sell- and buy-side firms impacted by variation margin reform. We will provide insights on questions such as:

What is the current state of deadlines from the SEC, CFTC, ESMA and Asia?
How should I balance new BAU negotiations vs. ongoing VM remediation?
How should I handle specific deal-driven remediations vs. programmatic, prioritized remediations post-deadline?
How do I prioritize remediating lower-value trading relationships from jurisdictions without forbearance vs. higher-value relationships from jurisdictions that have forbearance?

New Speaker

Lee McCormack

Head of Strategy and Product Development at CloudMargin. Lee has over 7 years in the risk and clearing business. He launched OTC clearing for Nomura Europe; and held various non-exec director roles at companies such as Nomura UBS and Morgan Stanley.

Addiitonal speakers include:

Brendan Nelson

Brendan Nelson is Axiom’s VP of Banking Solutions. As VP of Banking Solutions, Brendan is responsible for defining and overseeing the deployment of Axiom’s suite of services aimed at financial institutions, as well as for supporting the development of the capabilities required to bring these offerings to market. Prior to this role, Brendan was a Senior Client Partner responsible for Axiom’s largest global banking relationships.

Mathew Keshav Lewis

Uncleared Margin Reform

Mathew Keshav Lewis co-heads Axiom's the Global Banking practice from New York. In this role, Mathew partners with Axiom’s banking-sector clients to further develop innovative, technology-enabled responses to the complex and rapidly evolving regulatory and compliance landscape.

Mathew joined Axiom in 2015 with over 15 years of experience in entrepreneurial, fast growing, and adaptive software and services-oriented businesses within the financial markets, running large professional sales and relationship management organizations and building fast growing teams of client facing professionals to meet regulatory deadlines. Mathew’s product expertise and systems design experience includes collateral and margin management, clearing and settlement services, know-your-customer (KYC) and client onboarding, reference data, syndicated loans and trade processing.