InvestOps USA 2020

December 16 - 18, 2020

Marriott Tampa Waterside

Audrey Blater, Senior Analyst at Aite Group
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Audrey Blater

Senior Analyst
Aite Group

Check out the incredible speaker line-up to see who will be joining Audrey.

Download The Latest Agenda

InvestOps DAY ONE

Wednesday, March 18th, 2020

2:00 PM 360 Perspective: Meeting the final phase of Uncleared Margin Rules- What are the best practice processes for UMR implementation?

  • Understanding the impact of UMR on the buy side: What impact will this have on derivative operations?
  • Who are the new ‘in-scope’ counterparties who fall under phase 5 and 6 of UMR?
  • What impact will UMR have on your bottom line and operating costs?
  • How have the initial margin rules for non-cleared derivatives progressed over the years and what has been the impact on firms?
  • What are the policies and procedures you need to put in place to prepare your operational processes for the 2020 deadline?
  • How has UMR already affected those who came in under earlier phases and how can you use this feedback to your advantage?

2:40 PM 360 Perspective: Transitioning to a world without LIBOR- What steps can you take to navigate the benchmark change and reduce the impact on your front-to-back operations?

  • Setting your transition roadmap- What are the key timelines and implications on your division?
  • How can you identify the risks associated with the transition and what steps should you put in place to mitigate these?
  • How can you assess and overcome the challenges posed by this transition by 2021
  • How to assess the impact of LIBOR phase out for investors and your firm
  • LIBOR to SOFR- What does this mean for your operations division?
  • What impact will LIBOR have on liquidity and volatility