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6th Annual
Collateral Management Forum
June 15. - June 16. 2017, 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
United States flag United States

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
United States flag United States

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 >

Mary Kay Scucci photo
United States flag United States

Mary Kay Scucci

Managing Director at SIFMA

Mary Kay Scucci, PhD, CPA is a Managing Director for the Securities Industry Financial Markets Association (SIFMA) supporting the accounting and financial advocacy for the financial service industry o

Learn more about Mary Kay >

Jorge Cruz Lopez photo
Canada flag Canada

Jorge Cruz Lopez

Principal Researcher, Funds Management and Banking Department at Bank of Canada, Carleton University, New York Institute of Finance

Jorge Cruz Lopez is a Principal Researcher in the Funds Management and Banking Department at the Bank of Canada. He is also a Lecturer at the Sprott School of Business at Carleton University and a Mem

Learn more about Jorge >

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


Panel Discussion Sponsor

Cocktail Sponsor

Media Partner

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Media Partner

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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