InvestOps USA 2020

November 16 - 18, 2020


Mary Harris, Head of triResolve Business Management, North America at TriOptima
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Mary Harris

Head of triResolve Business Management, North America

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

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?