DAY 1 – 14TH NOVEMBER

• Central clearing post-mortum: What inefficiencies have arisen from the early impact of clearing and how can they be overcome in preparation for the next phase?

• How will regulators tighten up or water down central clearing regulation, and how will this impact the buy and sell side?

• A central clearing review: How are regulators looking to change the scope of subject participants and frontloading deadlines?

• Looking to the future: What is next step in central clearing and how can the industry work towards this

• Achieving regulatory readiness: How to scale existing VM models to meet new requirements

• An early analysis of VM cost implications: How to streamline operations to mitigate the cost drain

• How to establish a robust infrastructure and minimize the volume of collateral settlement fails

• Assessing the applicability of clearing models: How to leverage existing operational processes to meet new requirement whilst keeping costs down

Karen Newton

Managing Director
Credit Suisse

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• Preparing operations for the broadened scope of transaction reporting: Pinpointing the critical success factors for achieving process efficiency

• Benchmarking readiness – don’t be deceived by the delay: How to drive operational change to ensure your firm is ready for mandate

• How to drive infrastructure changes required that will guarantee all exchange-traded transactions are offered clearing certainty

• Championing investor protection: How to prepare infrastructure that will streamline the increased volume of documentation

Darryl Cornelius

Head of Business Regulatory Change
State Street Global Advisors

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Dan Simpson

Head of Research
JWG

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• How will CSD implementation of the penalty regime change your settlement processes?

• Key updates on implementation: Will buy-ins and settlement penalties improve CSD services to benefit of the end user?

• Clarification on settlement penalties: Should the industry focus on CSDR as a fine-incurring legislation or a regulatory solution to improve settlement efficiency?

• The cost implications of failure in the settlement chain: Is additional counterparty risk inevitable or can it be mitigated?

Salvatore Lo Giudice

Responsible for the Office of Post-Trading
CONSOB

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• The APG experience: Unveiling a unique method of central clearing compliance

• How new and innovative approaches to central clearing can overcome capacity constraints on the balance books to achieve compliance

• How CCP risk, relationships and models will change in coming years and how you can exploit these shifts

• Managing enterprise-wide collateral: How long-only buy side can best manage liquidity to guarantee cash variation margin availability

Thijs Aaten

Managing Director Treasury & Trading
APG Asset Management

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• New rules, new challenges – identifying the operational challenges the rules create

• A case for change – current industry practice and the transformation required

• Making exceptions the emphasis – industry collaboration to drive efficiency and facilitate compliance

David White

Product Marketing Executive
TriOptima

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• Reducing the cost burden of central clearing: How to leverage pre-margin estimation techniques to optimise central operations

• How to reduce infrastructural and capital demands of ‘real-time’ OTC trading and clearing

• Streamlining operations to reduce risk: How to optimise central clearing infrastructure to cope with the demands of increased volumes

• Driving due diligence through processes: How to imbed cost and risk analysis into central clearing operations to guarantee best execution

Christian Måhrbeck

Head of Derivatives Operations
Nordea Asset management

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Tim Harris

Head of Alternatives and Derivatives Operations
Hermes Investment Management

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Gary Summers

Derivatives Operations Team Leader
Baillie Gifford

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Marcus Zickwolff

Independent Expert
European Post-Trade Forum

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• How to effectively manage funds under new rules

• How to align the collateralizing of FX with existing business

• Maximising visibility into collateral inventory and operations: How to find liquid assets to support the new collateralization of funds

• Supporting multiple agreement processing: How to manage complex front-to-back changes to collateral systems

David Brown

Derivatives Operations Manager
Royal London Asset Management

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Ricky Maloney

Rates & LDI
Old Mutual Global Investors

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• Optimising report construction: How to normalise and automate the collection of required data from disparate systems and agencies

• Taking advantage of ARM and outsourcing options: How to overcome concerns over best execution and the release of sensitive data

• Looking ahead in identifying regulatory overlap: How to build infrastructure that will create a streamlined reporting process to meet requirements under EMIR, MIFID II, SFTR and CSDR

• A reporting one-stop shop? How to intelligently leverage outsourcing options to streamline efficiency and reduce the cost of re-reporting

Kelly Boyce

Vice President, Trade Support
JP Morgan Asset Management

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Collin Coleman

CEO
Abide Financial Limited (AFL)

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Dan Simpson

Head of Research
JWG

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• An overview of CCP evolution under the pressure of escalating clearing volumes: How has the business of CCPs changed, and what does the future hold as this pressure will only increase?

• Diversifying services without threatening risk management processes: How are CCPs effectively managing this balance?

• How will a sponsored direct model open up the doors for complicated funds, and how will this work operationally? What impact will a clearing broker default have on direct members and how will the impact on end users be minimised?

• How will standards of risk management and fees structures change as demand for clearing services continues to grow?

Robert Chin

Senior lawyer, Central Clearing
Insight Investment

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Jan Grunow

Head of Investment Operations
Swiss Life Asset Management

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Paul Kat

Senior Legal Council
Robeco

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Marcus Zickwolff

Independent Expert
European Post-Trade Forum

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Karl Wyborn

Managing Director, Global Head of Sales
CloudMargin

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Tina Hasenpusch

CEO
CME Clearing Europe

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• What is the status of the T2S migration?

• Will the fact that not all CSDs join undermine harmonization and mitigate the benefits for participants?

• Is T2S still able to deliver the promises of a settlement revolution?

• What is the Eurosystem action plan for the future of market infrastructure?

• Will the market have a say in this action plan?

Mehdi Manaa

Head of Market Infrastructure Development Division & T2S Programme Manager
ECB

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• Exclusive insight on data analysed thus far:

1. Who is looking at it?

2. What is it being used for?

3. Which trades or data fields are being focused upon?

• How can data quality be improved under a double-sided reporting regime

• Clarifying the future of the LEI debate: How to employ standards to bring full maturity to trade and transaction reporting

• Are the expectations realized? Is it cost-effecticve?

• Drilling-down into the advantages of trade reporting: What are the long term goals and how will this directly benefit market participants?

John Tanner

TR Data Manager
Bank of England

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Dan Simpson

Head of Research
JWG

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Optimising lending and financing activity: Will the current market structure need to expand to include a cleared SFT environment?

A critical analysis of using repo’s to satisfy collateral demands: Will the cost of automating repos outweigh the potential benefits?

Will the stringent legal requirements around the re-use and re-hypothecation market increase systemic risk?

Does increasing regulation on securities financing signal the end of buy side access to the repo market?

Harry Bimpong

Head of Securities Finance Operations
Aviva Investors

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• Can a decrease in bilateral trading be specifically attributed to increasing costs under regulation? How will systemic infrastructure cope with increased volumes of centrally cleared products?

• The pension fund outlook: How will category 2 and 3 buy side join the clearing bandwagon?

• Drilling into the top challenges currently being faced in clearing: How to adapt your processes and systems to stay ahead of the game

• The top 10 technology trends to

Leontien Van Den Oever

Principal Risk Manager
PGGM Investments

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Max Verheijen

MT member and Head of Financial Markets
Cardano Investments

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Marcus Zickwolff

Independent Expert
European Post-Trade Forum

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• A deep-dive into the practicalities of cross-border distribution: How will segregated accounts and collateral treatment be handled cross-border?

• What challenges remain for CSDR implementation to facilitate more efficient cross-border settlement?

• Widening the access to capital markets: How would a depository passport work in practice, and how can it benefit the end user?

• Breaking down the barriers to cross-border distribution: Have any of the Giovanini barriers been eliminated?

Mehdi Manaa

Head of Market Infrastructure Development Division & T2S Programme Manager
ECB

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Daniel Sandmann

Head of Compliance Policy, Communications and Regulatory Affairs
Allianz

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Swen Werner

Managing Director, Regional T2S Product and Implementation Director
State Street Global Services

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Henry Raschen

Head of Regulatory Engagement
HSBC

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• Should the responsibility of identifying systemic risk and market abuse lie with the trade repository?

• Can trade and transaction data ever work as a certified tool to pre-empt a financial crash?

• Does market fragmentation and issues around access to sensitive data threaten the ability of trade to identify risk hot spots?

• Contributing to global transparency requirements through partnerships: Do national repositories have a role to play in less homogenous regions?

Michel Stubbe

Head of Division
ECB

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Kerry Evans

Project Manager
Rabobank

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Dan Simpson

Head of Research
JWG

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