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CDM Showcase

  • 28 February 2024
  • London, UK

This is a one day, in-person event held in London. All times listed are in GMT.

Wednesday 28th February

08:30 - 09:30

Registration Opens, Breakfast & Networking

09:30 - 09:40

Welcome Remarks

Speaker

Andrew Dyson Chief Executive Officer ISLA

09:40 - 10:00

Opening Keynote Address

Speaker

Aman Thind Global Chief Architect State Street

10:00 - 10:45

Streamlining Contract Management: The Benefits of Using the CDM to Transition from Paper to Digital Contracts

The legal industry is undergoing a transformative shift towards digitalization. The transition from hard copy to digital documentation offers numerous advantages, including more accessibility and enhanced negotiation, improved data security and privacy, and the potential to leverage advanced technologies such as artificial intelligence (AI) and machine learning.

In this panel we will be demonstrating how to transform your paper-based documents into CDM formatted digital representations, allowing the legal terms that govern a trade to be attached to it, thus facilitating automation of lifecycle events

Speakers

Tam Nguyen Client Solutions Manager SmartDX

Imogen Philp Product Director Likezero

Chris Rayner Senior Associate – Market Infrastructure & Technology ISLA

10:45 - 11:15

Networking Refreshment Break

11:15 - 12:00

Standardised Eligible Collateral Schedules - Expansion & Implementation

Collateral management is a data driven process, crossing multiple areas within firms and types of products. Using the CDMS’s standardised data for collateral representation, firms can streamline operational processes that result in improved counterparty risk management and collateral optimisation.

CDM-Collateral working group members will showcase how they have contributed to the advancement, growth and development of the CDM and demonstrate the benefits that their firm or clients will realize.

FIA-Tech will demo: Expanding eligible collateral representation to ETD and Cleared collateral schedules, reducing manual maintenance of CPPs’ collateral schedules.

Speakers

Vernon Alden-Smith Director, Collateral Initiatives​ ISDA

Justin Hasnat Director, Databank Operations FIA Tech

Lionel Smith-Gordon Senior Consultant REGnosys

Malwina Wasowska-Azemi Senior Business Analyst CloudMargin

12:00 - 12:45

Fireside Chat: How to Build CDM-Based Applications for Repo Trading & Post-Trade

Shortening settlement cycles, automating operationally cumbersome post-trade processes, forthcoming reporting requirements in the US for bilateral repos, as well as issuance and trading of tokenised securities will inevitably lead to further digitisation and automation across capital markets. We will discuss how to get started with the CDM, drawing on lessons from hackathons and integration projects, to lower implementation costs, avoid fragmentation and accelerate the development of new services.

Moderator

Gabriel Callsen Senior Director, FinTech & Digitalisation ICMA

Speakers

Lee Braine Managing Director, Chief Technology Office Barclays

Nicholas Hamilton Executive Director, Digital & Platform Services J.P. Morgan

12:45 - 14:00

Networking Lunch

14:00 - 14:15

Afternoon Remarks

Speaker

Scott O’Malia Chief Executive Officer ISDA

14:15 - 14:45

CDM Demo for Repos

We will showcase in a live demo how to leverage the CDM and implement best practices for repo post-trade processes and facilitate implementation of industry priorities.

Speakers

Tom Healey Financial Services Consultant ICMA

Gabriel Callsen Senior Director, FinTech & Digitalisation ICMA

14:45 - 15:15

Digital Regulatory Reporting- Global Expansion

Fifteen months after DRR was used to support reporting to the CFTC, the compliance dates for updated rules for EU EMIR and JFSA are imminent and UK EMIR, ASIC and MAS by the end of 2024. TradeHeader and REGnosys will highlight the updates made in the past year to expand DRR to these jurisdictions, with a demonstration from ingestion of transactions using CDM through to full regulatory reports and submission into ISO20022 format. The presentation will also demonstrate how the DRR’s functional logic can be transparently traced back to the collaborative interpretation work carried-out by the ISDA WG.

Speakers

Marc Gratacos Managing Partner TradeHeader

Leo Labeis Founder & CEO REGnosys

15:15 - 15:45

Networking Refreshment Break

15:45 - 16:15

Application of the CDM in Trading

Over the last 18 months the ISLA CDM Trading Working Group have been enhancing the CDM to improve pre- and post- trade processes, contributing structures to the model that standardise the formats used by lenders and borrowers for their daily trading needs.

In this panel, members of the working group will discuss the benefits of getting the trade “right at the start”, and how the standardisation of data and processes provided by the CDM can ultimately reduce costs and increase automation of manual tasks.

Moderator

Tim Fox Head of Demand Generation Sharegain

Speakers

Duncan Carpenter Director of Product Management Pirum

Mike Lambert Product Director for Securities Lending Broadridge Financial Solutions

Matthew Phillips COO & Head of Delivery Trading Apps Ltd

16:15 - 16:45

Reflections & What Next?

The associations will summarise the days sessions, looking back over the work that has taken place over the past year, and look towards what can be expected in 2024 and beyond.

Speakers

Gabriel Callsen Senior Director, FinTech & Digitalisation ICMA

Adrian Dale Head of Regulation & Markets ISLA

Jane Gavronsky Chief Operating Officer Fintech Open Source Foundation (FINOS)

David Shone Director of Product, Data & Digital ISDA

16:45 - 17:00

Closing Remarks

Speaker

Gabriel Callsen Senior Director, FinTech & Digitalisation ICMA

17:00 - 18:30

Closing Drinks Reception

Kindly Sponsored By;

Agenda

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