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2018 Program

February 7-9, 2018 // The Ritz-Carlton, Laguna Niguel // Dana Point, CA


Friday, February 9, 2018 at 10:45 AM

Roundtable: ETD and Cleared Products

Ritz-Carlton 1-2

This roundtable will discuss the recommended best practices developed by the FIA, ISITC and SIFMA AMG joint industry working group on standard protocols for ETD and OTC cleared product workflows and standardized data fields to help streamline processing and enabling electronic messaging by FCMs, asset managers, custodians, other asset servicers, utilities and vendors.  

Chair:

Greg Wood, Senior Vice President, Global Industry Operations & Technology, FIA

Speakers:

Erik Barry, Director, Credit Suisse
Amy Caruso, Director, Strategy & North America Business Development, DTCC-Euroclear GlobalCollateral
Ky Dong, Senior Complex Securities Specialist, Franklin Templeton Investments
John Montgomery, Senior Specialist, Global Collateral, Vanguard
Lou Rosato, Director, Blackrock