With the September 2019 deadline of Phase 4 in mind, the demand for optimal Collateral, Margining, and Derivatives (CMD) operations could not be greater. In keeping with the overall theme of meeting crucial deadlines, this year’s FTF CMD Ops will assess where the industry is and all the steps and stages necessary for UMR compliance. We will look ahead to the ramp-up for the looming September 2020 deadlines for Phase 5 firms and what they need to do prepare. Experts will also discuss the impact of the Phase 4 push and what firms have learned thus far. Aside from UMR, sessions will cover new regimes coming for clearing and collateral optimization just as firms are adjusting to new regulations and the promise of disruptive technologies.
CPE Credits: 5