Podcast – Derivsource

Collateral management remains in the spotlight this year and for good reason - market volatility, rising inflation and interest rates put greater pressure on collateral managers in the form of rising business costs, funding costs and an increase in the volume of margin calls.  In this episode of the DerivSource podcast, Living the Trade Lifecycle, David White, CloudMargin's chief commercial officer, we explore how collateral management operations, despite recent UMR-related investment, are still plagued by many challenges- some internal such as bifurcated processes, reliance on legacy technology and a lack of automation and now in recent months – external challenges due to market conditions. Tune in to hear more about how firms can take their collateral operations to the next level through upgrading their tech stack and utilising tools (e.g., collateral optimisation) to strategically and efficiently navigate turbulent market conditions brought on by rising inflation, interest rates and general volatility. This podcast episode explores:•How macro market conditions (volatility, rising inflation and interest rates) are impacting collateral management right now.•How UMR-related investment in collateral management addressed regulatory compliance but now firms need to address operational challenges in the form of legacy tech, siloed collateral pools, rising costs.•What is optimisation and how can this functionality help firms address challenges related to current market conditions?•How can new technology solutions (Cloud, SaaS) help firms avoid big - multi-year operational overhauls?•Now what and where to start? It starts with good data and technology!Related Reading and Resources:Register for the upcoming webinar on “Collateral resiliency in a turbulent market” on April 18th.DerivSource Podcast page: https://derivsource.com/podcast/Follow DerivSource on LinkedIn and Twitter . See DerivSource and our Terms of Use for DerivSource.com here

A Joint Podcast with DerivSource.com and sister publication, Global TradingWe begin the new year by reflecting on conversations of 2022's past that set us up for continued success in 2023 and beyond. In this episode, Julia Schieffer, editor of DerivSource and host for DerivSource's podcast, and Terry Flanagan, Managing Editor of Markets Media, and host for the GlobalTrading podcast reflect on the top 3 notable conversations of 2022. Some of the most influential discussions came from discussing the challenges and opportunities that come with continued market volatility with Derivative Path's head of business development, Tom Loffreido, and head of balance sheet strategy, Isaac Wheeler. As well as, chatting with Gemma Hagen, Director of Technology at Aspect Capital, excavating the challenges and opportunities associated with the buy side modernizing its technology, and taking a fascinating deep dive into the connections between behavioral psychology and risk management with Hersh Shefrin, author, pioneer, and Mario L. Belotti Professor of Finance at Santa Clara University. After a year of rapid change and regulation, we felt inspired by the conversations discussing what lies ahead of 2023 for post-trade technology changes and those who shared their views on navigating the rapidly changing collateral management space.Please go to the DerivSource or Global Trading podcasts to listen to the full episodes or your favorite podcasting channel. And don't forget to subscribe!Follow DerivSource on LinkedIn and Twitter . See DerivSource and our Terms of Use for DerivSource.com here

Distributed ledger technology (DLT) has been touted as a potential game-change for the post-trade processing space, yet many financial organisations continue to sit on the side lines waiting for the business case to be made. In 2022, we have seen the pioneers behind DLT adoption showcase the applicability of this technology to specific areas of post-trade and the benefits it yields. In this episode of the DerivSource podcast, Living the Trade Lifecycle,  Martin O'Connell, solutions architect at  HQLAᵡ   ,  explores a particular business case where the adoption of DLT is already making strides in one post-trade space – securities financing and collateral management. So, whether you're at the heart of your firm's digital innovation strategy or new to DLT, listen in today to hear more about what is working today and how it may shape 2023 and beyond.Related Reading and Resources:Digitalising Derivatives Post Trade: Hurdles and Blending of Old and NewAbout HQLAᵡ:HQLAᵡ is an innovative financial technology firm founded by financial market practitioners.  Our vision is to be the distributed ledger for Securities Finance and Repo.Our immediate goal is to provide capital savings to global banks by improving collateral mobility across market-leading triparty agents and custodians in Europe. Together with Deutsche Börse, we created a multi-layer operating model which enables our clients to exchange ownership of baskets of securities across disparate collateral pools at precise moments in time.  The atomic nature of our Delivery vs Delivery (DvD) ownership transfers provides our clients with capital cost savings by reducing credit risk, intraday liquidity requirements, and operational risk.For more information: https://www.hqla-x.comFollow DerivSource on LinkedIn and Twitter . See DerivSource and our Terms of Use for DerivSource.com here

Legacy systems often get a bad rap, but are the newer technologies such as AI, DLT really the answer to all of your post-trade processing woes? In this episode of the DerivSource's podcast, Living the Trade Lifecycle, Torstone Technology's CEO, Brian Collings,  sheds light on the practical strategies financial organisations can consider when making significant improvements to their operational processing without ‘throwing the baby out with the bathwater.'Tune in to hear his views on how changes to the middle office can extend the life of legacy systems, the role APIs play in establishing a flexible and agile post-trade operation, and the changes needed so post-trade operations can support new market needs such as digital assets and crypto currencies.You can find other information on this topic via DerivSource.comFollow DerivSource on LinkedIn

The collateral management space has changed at a rapid pace in recent years due to the introduction of new regulatory rules and best practices impacting both cleared and uncleared derivatives. Despite the pace of regulatory change slowly somewhat, this collateral management operations continue to evolve and respond to new market trends and operational drivers. In this episode of DerivSource's Living the Trade Lifecycle podcast, Shaun Murray, CEO of Margin Reform, offers us a quick view on the top three challenges collateral managers should be focused on now, the market trends (collateral trading and DeFI) to be aware of, and how collateral managers can best prepare for the next wave of changes.Go to derivsource.com for our show notes page.

The second phase of the CFTC position limits rules comes into effect in January 2023. In this episode of the DerivSource's podcast Living the Trade Lifecycle, we speak to Andrew Castello, vice president, head of reference data and  Justin Hasnat, senior manager, Databank operations at FIA Tech about how firms can harness data to comply with the new position limit rules and ensure they are making a "reasonable, good faith effort" determination of the economic equivalence of an OTC swap compared to any of the 25 core-reference futures contracts.Tune in to hear about some of the common challenges firms face as they prepare for this second phase of the rules and how FIA Tech's Databank can help.See show notes pages here: https://derivsource.com/podcast/

The first half of 2022 has been a rocky one. Rising inflation and interest rates, greater geopolitical risk and general market volatility are all creating a challenging environment for financial institutions who are focused on managing their risks in these rapidly changing market conditions. In DerivSource's “Living the Trade Lifecycle” podcast, Tom Loffredio, head of business development, and Isaac Wheeler, head of balance sheet strategy at Derivative Path, discuss how banks can balance risk and reward by analyzing the risks they take in with specific customer requests and how derivatives can play a key role in risk management practices.Tune in to hear more on both the challenges and opportunities banks face in today's volatile market.

 In the “Living the Trade Lifecycle” podcast, Stefanie Coleman, Principal, People Advisory Services, Ernst & Young LLP, speaks to DerivSource's editor, Julia Schieffer about recent trends impacting the workforce including challenges both employees and employers face. Drawing in part on the results of the recently published “2022 Work Reimagined” survey from EY, Coleman shares views into how companies are extending their search to new talent pools, balancing a new agile working environment and the flexibility that employees have come to expect and thus, is essential for competitive edge. 

Hersh Shefrin, author, Mario L. Belotti Professor of Finance at Santa Clara University, and a pioneer in the behavioural approach to economics and finance, speaks to DerivSource editor, Julia Schieffer, about the interconnectedness of behavioural psychology and risk management. Tune into this episode of "Living the Trade Lifecycle" to hear about the tools and techniques that can be applied at an organisational level to address common psychological pitfalls, such as confirmation bias and excessive optimism, as well as the risks and limitations with technology, such as AI.

Keahn Gary, Senior Manager at Cognizant Research speaks with DerivSource Editor, Julia Schieffer about how to make hybrid working WORK for everyone. Tune in to hear more about some of the tactics managers and companies can adopt to customise work experiences and better manage a global team in a new hybrid environment.

In this podcast series, we’ve discussed the high-level market aspects of the transition away from LIBOR, as... The post LIBOR Transition: What are the Complexities and Opportunities in a System Execution Plan? appeared first on Derivsource.

In this podcast series, we've discussed the high-level market aspects of the transition away from LIBOR, as...The post LIBOR Transition: What are the Complexities and Opportunities in a System Execution Plan? appeared first on Derivsource.

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Episode 2 of LIBOR Transition podcast series with Murex In episode 2 of our LIBOR transition podcast...The post LIBOR Transition: What are the Legal Questions and is the Fallback Mechanism Enough? appeared first on Derivsource.

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Episode 1 of LIBOR Transition podcast series with Murex As the market makes preparations for a transition...The post LIBOR Transition: What are the Top Market-wide Challenges Remaining? appeared first on Derivsource.

This is the third episode of our three-part podcast series on “Post-Trade Digitalisation – Evolution or Revolution?” ... The post Post-Trade Digitalisation – Practicalities of Transformation appeared first on Derivsource.

This is the third episode of our three-part podcast series on “Post-Trade Digitalisation – Evolution or Revolution?” ...The post Post-Trade Digitalisation – Practicalities of Transformation appeared first on Derivsource.

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This is the second episode of our three-part podcast series on “Post-Trade Digitalisation – Evolution or Revolution?” ... The post Post-Trade Digitalisation – Understanding the Role of “Newer” Technologies appeared first on Derivsource.

This is the first episode of our three-part podcast series on “Post-Trade Digitalisation – Evolution or Revolution?” ...The post Post-Trade Digitalisation – the Existing and Emerging Landscape appeared first on Derivsource.

This is the first episode of our three-part podcast series on “Post-Trade Digitalisation – Evolution or Revolution?” ... The post Post-Trade Digitalisation – the Existing and Emerging Landscape appeared first on Derivsource.

This is the third episode of our podcast series on “Market Conduct, Personal Account Dealing: How to Keep...The post Market Conduct & PAD: Harnessing Technology for Market Conduct Practices with Remote Working appeared first on Derivsource.

This is the third episode of our podcast series on “Market Conduct, Personal Account Dealing: How to Keep... The post Market Conduct & PAD: Harnessing Technology for Market Conduct Practices with Remote Working appeared first on Derivsource.

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This is the second episode of our podcast series on “Market Conduct, Personal Account Dealing: How to...The post Market Conduct & PAD: Regulatory Guidance for Remote Working appeared first on Derivsource.

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This is the first podcast of a three-part series on “Market Conduct, Personal Account Dealing: How to...The post Market Risk & PAD: The Challenges & Value of Maintaining Company Culture appeared first on Derivsource.

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Last summer we posted the following podcast which we are re-broadcasting for our audience. Whether it is...The post Career Coaching – The Value to Professionals and their Companies (Oldie but Goodie!) appeared first on Derivsource.

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Part four of our four-part podcast series on ESG or environmental, social and governance (ESG) investing.  In...The post Environmental, Social and Governance (ESG): Spotlight on Data appeared first on Derivsource.

Part four of our four-part podcast series on ESG or environmental, social and governance (ESG) investing.  In... The post Environmental, Social and Governance (ESG): Spotlight on Data appeared first on Derivsource.

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Part three of our four-part podcast series on ESG or environmental, social and governance (ESG) investing.  Environmental,... The post Environmental, Social and Governance (ESG): Spotlight on ESG Asset Management appeared first on Derivsource.

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Part two of our four-part podcast series on ESG or environmental, social and governance (ESG) investing.  In... The post Environmental, Social and Governance (ESG): Spotlight on ESG Derivatives & Futures appeared first on Derivsource.

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Part one of our four-part podcast series on ESG or environmental, social and governance (ESG) investing.  No... The post Environmental, Social and Governance (ESG): Spotlight on Legal appeared first on Derivsource.

Whether it is the navigate a job transition, company move or gaining support for another personal goal,...The post Career Coaching – The Value to Professionals and their Companies appeared first on Derivsource.

Whether it is the navigate a job transition, company move or gaining support for another personal goal,... The post Career Coaching – The Value to Professionals and their Companies appeared first on Derivsource.

Benchmark reform is a big focus for many financial institutions on both the buy and sell side... The post LIBOR Refresher: Where Are We & What’s Next? appeared first on Derivsource.

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This DerivSource podcast explores the ISDA Common Domain Model or ISDA CDM including how it can be used by derivatives market participants and set a foundation for use by newer technologies such as distributed ledger and AI. Listen for views from ISDA and REGnosys. The post ISDA CDM: What is the Common Domain Model & How Might it Help Derivatives Trade Processing appeared first on Derivsource.

This month we take a look back at the year’s podcasts covering various themes and topics. Please... The post 2018 Look Back! appeared first on Derivsource.

This month we take a look back at the year's podcasts covering various themes and topics. Please...The post 2018 Look Back! appeared first on Derivsource.

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