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6th Annual
Collateral Management Forum
June 15. - June 16. 2017, New York City

Fintech Panel

Emerging Technologies and their impact on collateral management - Blockchain, Robotics, Artificial Intelligence

170+ High-level industry practitioners

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

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 scenarios in the main high-quality collateral instruments

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

  • Key data points in the non-cleared margin process

  • New messaging types for more exotic and complicated trades

  • Importance of tri-party and other agents


    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 >

 Scott  Linden photo
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Scott Linden

Managing Director, Global Capital Markets, Collateral Management at Wilmington Trust

Scott is responsible for overseeing the Collateral Management business for Wilmington Trust. In this role he oversees the product serviced out of our Institutional custody offices in Wilmington, DE an

Learn more about Scott >

Jorge Cruz Lopez photo
Canada flag Canada

Jorge Cruz Lopez

Principal Researcher, Funds Management and Banking Department at Bank of Canada

Jorge Cruz Lopez is a Principal Researcher in the Financial Markets Department of the Bank of Canada and an Associate Coordinator of the Financial System Review (FSR). He is in charge of overseeing an

Learn more about Jorge >

Sol Steinberg photo
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Sol Steinberg

OTC Subject Matter Expert at OTC Partners

Global leader in OTC capital market advisory, clients range from tier 1 banks, hedge funds, asset managers, Fintech firms, central banks, and governments. Adviser on market structure, regulation, Dodd

Learn more about Sol >

Post Show Report

Find out more about the 5th Collateral Management Forum

Want to know more?

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

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 City comprises 5 boroughs sitting where the Hudson River meets the Atlantic Ocean. At its core is Manhattan, a densely populated borough that’s among the world’s major commercial, financial and cultural centers. Its iconic sites include skyscrapers such as the Empire State Building and sprawling Central Park. Broadway theater is staged in neon-lit Times Square.

New York Marriott Downtown

85 West Street

New York City, NY

Visit the hotel's website