4th Annual OTC Derivatives Operations & Processing
Event Sponsors
Media Sponsors
October 21, 2009
CPE Credits: 7.0
Due to overwhelming demand, all complimentary buy-side passes for this event have been allocated.
Join Your Peers From:
AllianceBernstein | Alpine Mutual Funds |
| Avenue Capital | Balyasny Asset Mgmt |
| Bridgewater Associates, Inc. | Citco Fund Services |
| Citi Alternative Investments | Deutsche Bank Asset Management |
| Evergreen Investments | Franklin Templeton Invest |
| Freddie Mac | GoldenTree Asset Mgmt. |
| Lazard | Lord Abbett |
| Marathon Asset Mgmt | MetLife |
| Mn Services | Prudential Financial |
| State of Wisconsin Investment Board | Morgan Stanley Investment Mgmt |
| Nikko Asset Mgmt | Primus Asset Mgmt |
| Promark Global Advisors, Inc. | Prudential Financial |
| Raven Asset Mgmt, LLC | Temujin Fund Mgmt |
| TIAA-CREF | Traxis Partners LP |
| 9:00 | Chairperson's Opening Remarks |
| 9:15 | Keynote Address: Addressing the Proposed Regulatory Reform |
| 9:45 | Opening Roundtable: Industry Response to Proposed Regulatory Changes |
| 10:30 | Refreshment Break |
| 10:50 | Overcoming Challenges Associated with Automating Portfolio Reconciliation for OTC Derivatives |
| 11:35 | How to Enhance Your Client Reporting Capabilities to Meet Investor Demands |
| 12:10 | Luncheon with Exhibitors |
| 1:15 | CDS Clearing: Is the Industry Ready for a Single, Global CCP? What are the Alternatives? |
| 2:00 | Best Practices for Improving Your Valuation and Pricing Strategies to Achieve Greater Transparency, Meet Regulatory Demands and Overcome Market Volatility Moderator: Chad Wekelo, Founder & Principal, Actualize Consulting Panelists: Judson Baker, Derivative Product Manager, Northern Trust Darren Woolford, Executive Director, JP Morgan Michael Cloherty, Deputy Chief Operating Officer, Promark Global Advisors |
| 2:45 | Refreshment Break with Exhibitors |
| 3:05 | Outsourcing: A One-Stop Shop or a Modular Approach? |
| 3:50 | Latest Trends and Technology Strategies for Mitigating Counterparty Credit Risk |
| 4:20 | Conference Adjourns/ Networking Reception |
**Buy-Side firms include mutual funds, hedge funds, pension funds, insurance companies, plan sponsors and asset managers. Buy-side registrations are reviewed for eligibility and FTF reserves the right to refuse non-qualified attendees.
