In this webinar we join Linklaters and HSBC to provide insights and tips for newly in-scope firms caught by Uncleared Margin Rules (UMR) by breaching the 8bn AANA.

In this HFM Virtual Symposium Europe virtual webinar we join Blackrock and Barclays to discuss the opportunities and challenges of using MMF’s as new form of collateral for Uncleared Margin Rules.

In this video we hear thoughts and tips from DTCC Europe’s Nick Larrieu (EMEA Head of Sales).

In this webinar snippet with Linklaters and HSBC we discuss this legal term which has a big impact on the event of Initial Margin Default.

In this webinar snippet with Linklaters and HSBC we discuss the importance of IM Model Governance which regulators and internal Audit teams review ad hoc.

In this webinar snippet with Linklaters and HSBC we discuss why legal opinions need to be reviewed and key considerations to think about.

In this webinar snippet with Linklaters and HSBC we discuss this the first key step in getting ready with Uncleared Margin Rules - Self-Disclosures.

In this webinar snippet with Linklaters and HSBC we discuss the tips around executing collateral documents in a timely manner.

In this webinar snippet with Linklaters and HSBC we discuss Create IQ which powers ISDA Create (industry online negotiation workflow service). We also cover Account Control Agreements (ACAs) which went online 2022.

In this webinar snippet with Linklaters and HSBC we discuss steps to take around new custodians being used to segregated Initial Margin (IM).

In this webinar snippet with Linklaters and HSBC we discuss the two custodian models used by the industry to segregate Regulatory Initial Margin.

In this webinar snippet with Linklaters and HSBC we discuss the views from the US around multi-managers challenges around thresholds and Average Aggregate Notional Amounts (AANA).

In this webinar snippet with Linklaters and HSBC we discuss options around having a soft or hard trigger when it comes to Regulatory IM Threshold Monitoring.

In this webinar snippet with Linklaters and HSBC we discuss the challenges and tips around using Threshold Monitoring to delay your exchange of Regulatory Initial Margin.

In this webinar snippet with Linklaters and HSBC we discuss the 50 million thresholds and key questions to consider.

In this webinar snippet with Linklaters and HSBC we discuss what Investment Managers need to do with the clients.

In this webinar snippet with Linklaters and HSBC we discuss the importance around early client engagement and breaking down the rules into a tick and tie exercise.

In this webinar snippet with Linklaters and HSBC we discuss the key first step in getting ready for Uncleared Margin Rules.

In this webinar snippet with Pirum and DTCC Europe we discuss SFTR impacts on the business and how you improve.

In this webinar snippet with Pirum and DTCC Europe we discuss collateral as a holistic product.

In this webinar snippet with Pirum and DTCC Europe we discuss the back office moving into the new post trade space with closer connections with the front office.

In this webinar snippet with Pirum and DTCC Europe we discuss variation margin and the benefits of automation.

In this webinar snippet with Pirum and DTCC Europe we discuss moving to no touch workflow from a post trade perspective.

In this webinar snippet with Pirum and DTCC Europe we discuss settlement instructions and DTCC Alert service.

In this webinar snippet with Pirum and DTCC Europe we discuss the industry reactions to the delays to Central Securities Depositories Regulation (CSDR).

In this webinar we are joined by Citi, Eurex and OpenGamma to discuss the key considerations, challenges and items to be aware of around an Initial Margin default.

In this webinar we are joined by Pirum and DTCC Europe we discuss Securities Finance Transaction Reporting (SFTR), Central Securities Depositories Regulation (CSDR) and other items around automation in the post trade domain.

In our first hosted webinar we discuss who we are and what we do? We then go into views around regulatory headwinds, impacts to clients and what we are hearing in the industry that may help firms working in margin, collateral and legal domains.

We review with Ed Parker (Partner - Global Head of Derivatives & Structured Products) our “UMR Wheel of Pain” which highlights the key pain points and project considerations to have when getting ready for Uncleared Margin Rules.

A brief intro on who we are and what we do.

How are we different from your typical management and IT consultancy serving global financial markets.

We review the industry checkpoint results and discuss their findings with the team.

Our Founder, COO – Chetan Joshi shares his key takeaways from the industry forum, which took place over two days (October) in Amsterdam.