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6th Annual
Collateral Management Forum
November 09. - November 10. 2017, New York Marriott Downtown, New York City

Opportunity to earn CPE credits

170+ High-level industry practitioners

Representing top investment banks, asset managers, hedge funds and pension funds.

Fintech Panel & Blockchain Panel

Emerging Technologies, Distributed Ledger Technologies

and their Revolutionary Impacts on Collateral Management

10+ Smart Panels

Various practical aspects, with non-cleared margin rules compliance taking the spotlight


margin rules compliance

FinTech: Collateral management technologies

Artificial impacts of demand for high-quality collateral

Electronic messaging, automation and efficient workflows


  • How buy-side and sell-side are adjusting to the BCBS-IOSCO principles

  • Liquidity in High-quality Collateral Instruments by SIFMA

  • Building an initial margin-variation margin framework inside your buy-side business

  • Collateral Optimization– Where are we now and where are we going? by Diana Shapiro, NAM Head of Collateral Management, Citi

  • New messaging types for more exotic and complicated trades

  • SMART PANEL: Rethinking Risk Management by Itaú Unibanco and Bank of Canada


    Evolution of Collateral Management and Predictions for the Next Decade


    Impacts of New Financial Technologies in Collateral Management

  • 25+ SPEAKERS

    Industry experts from the key players of the collateral management arena


    Various practical aspects, with non-cleared margin rules compliance taking the spotlight


    Be part of the change!

Meet the speakers

John McPartland photo
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John McPartland

Senior Policy Advisor, Financial Market Group at Federal Reserve Bank of Chicago

John McPartland spent much of his career designing and operating netting, clearing, and risk mitigation systems. As Senior Financial Markets Advisor to the Federal Reserve Bank of Chicago, he contribu

Learn more about John >

Diana Shapiro photo
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Diana Shapiro

NAM Head of Collateral Management at Citi

Mrs. Shapiro is Director and North America Head of OpenCollateral, a product offering for Citi’s Futures, Clearing and Collateral business which sits within the Investor Services Franchise. In this

Learn more about Diana >

Jeffrey M. Bandman photo
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Jeffrey M. Bandman

Founding Director and Architect of LabCFTC at U.S. Commodity Futures Trading Commission (CFTC)

Jeffrey M. Bandman is FinTech Advisor (Financial Technology Advisor) at the CFTC. As FinTech Advisor, he leads the CFTC’s focus on FinTech and RegTech priorities and policy. He also chairs the CFTC

Learn more about Jeffrey M. >

Andrew  Auslander photo
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Andrew Auslander

Head of Risk Governance and Disclosure at AIG

Andrew Auslander has over 20 years of experience in the global financial markets. He has spent half his career as an enterprise risk manager experienced in developing risk frameworks to support overa

Learn more about Andrew >

Who should attend

By industry

Investment Banks

Asset Management Companies

Hedge Funds

Pension Funds

Insurance Companies

By position

SVPs, VPs, MD, Heads, Directors and Managers of:

  • Collateral Management
  • Risk Management
  • Treasury
  • Legal & Regulatory Affairs
  • Collateral Valuation
  • Margin Valuation & Operations
  • OTC Derivatives
  • OTC Clearing & Settlement
  • Collateral Trading
  • Repo Trading
  • Market Structure

Want to know more?

Last year attendees

  • “Excellent program full of conceptual and practical coverage of timely topics!”

    Lana Bader-Kodsi

    Senior Financial Officer, Treasury Operations, The World Bank

  • “Panelists were engaging and very well informed.”

    Victoria Robbins

    Vice President, Blackrock

  • “The conference was very informative with excellent dialogues on very critical issues. People were very open and shared ideas and current practices.”

    “All the presenters were great!”

    Stephen Anglin

    Partner, WIPRO

  • “Excellent explanations!”

    Juerg Loser,

    Director, UBS Bank

Join us in New York

New York Marriott Downtown

85 West Street

New York City, NY

Visit the hotel's website