CDM Showcase
- 28 February 2024
- London, UK
CDM Showcase
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
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