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become an expert in Collateral Management
Institute Of Collateral: LIVE
Unlocking Excellence: Mastering Collateral Management in Derivatives and Securities Finance
20 - 21 Sept 2023
9:00am - 5:00pm
101
25
30
54
Who its aimed at
Collateral Management professionals (all levels) in Financial Markets.
Service providers supporting and selling to Collateral Managers.
Support functions in Front Office, Portfolio Management, Sales, Treasury, Compliance, Legal, Audit, Technology, Change Management and Back Office/ Operations.
C-suite providing budget and support to Collateral Managers.
New entrants looking to work in Financial Markets who want to get to grips with the complexities and nuance of collateral and margin management.
Anyone looking to ELEVATE their career to the next level.
Why you need to attend
Learn from Industry Experts: Our instructors are practitioners who operate in the market today and bring years of real-world expertise to ensure you gain practical insights.
Networking Opportunities: Connect with like-minded professionals and build valuable industry contacts.
Career Boost: Enhance your resume and unlock exciting career opportunities in the financial sector.
OngoingDevelopment: Earn 8 CPD points from the prestigious CISI for each day of the course.
Comprehensive Course Materials: Receive valuable resources and references.
Become an Institute Of Collateral (IOC) member: Receive discounts to upcoming training courses and events. Be the first to hear news breaking in our industry and be part of a new collateral management tribe!
About the Course
Get pre-course material worth £829 when you signup to our 2 day event.
To access to our popular online course “An Introduction to Collateral Management" (16 hours+test) which provides on completion entitlement to 10 CPD points endorsed by The Chartered Institute for Securities & investment (CISI) - provide email for your free download link
Are you ready to become an expert in Collateral Management? Join us for a LIVE two-day masterclass training course to equip you with all the essential knowledge and skills needed to excel in Collateral Management in Derivatives and Securities Finance
Day 1
20th September 2023
An Introduction: Derivatives and Collateral Management
Morning
9.00am - 1:00pm
Session one: Questions and answers on the free online training course (16 hours) on "An Introduction to Collateral Management".
Session two: A day in the life of a Collateral Manager.
Session three: Examine Dispute Management
Session four: Portfolio Reconciliations.
Session five: Uncleared Margin Rules.
Afternoon
1:45pm - 5:00pm
Session six: Clearing House Construct and Operations
Session seven: Initial Margin and Default Management at the Clearing House
Session eight: Clearing everything else
Session nine: Recap on the day and your Learning.
Day 1 feedback and discuss potential next steps to ELEVATE your learning.
Day 2
21th September 2023
An Introduction: Securities Lending and Repo
Morning
9.00am - 1:00pm
Session one: Overview Securities Lending & Repo
Session two: The Transaction Lifecycle across Products
Session three: Securities Lending in detail
Session four: Collateral Management
Session five: Overview of The Institute Of Collateral: E.L.E.V.A.T.E system
Afternoon
1:45pm - 5:00pm
Session six: Securities Finance regulation, the present and the future
Session seven: Recap on Securities Lending & Repo
Session eight: Recap over last two days (Q&A)
Session nine: What next? Optimisation courses or new subjects?
Day 2 feedback and discuss potential next steps to ELEVATE your learning.
100+
Years of combined collateral expertise across your training team
26
CPD (Continuing Professional Development) Points Earned For Completing The Training
100%
of course Participants rate the course content as excellent.
200+
members in the ‘Institute Of Collateral’, a community elevating careers and networks.
Meet the Speakers
"Growth and beyond!"
Chetan Joshi
Founder, COO of Margin Reform
Chetan has held leadership roles in Collateral Operations, Collateral Change and Collateral Technology. He thrives in delivering innovative solutions to address the challenges faced by clients in the dynamic Financial Markets.
"Risk opportunity mindset!"
Shaun Murray
CEO of Margin Reform
Shaun has 30+ years expertise holding leadership roles in Front Office Collateral Optimisation, Risk and Operations. He is a strategic collateral thinker who excels in solving client problems by bringing solutions and expertise to the ever-evolving Financial Markets.
'Frameworks that work!"
Jonathan Adams
Head of Securities Finance Practice at Margin Reform
Jonathan has over 25 years extensive experience in implementing top-tier collateral management, securities finance, OTC derivative margining, and clearing applications. His expertise spans advising on business strategies, frameworks, and regulatory adaptations.
"Dress to Invest!"
Roy Zimmerhansl
Practice lead of Pierpoint Financial Consulting
Roy has 30+ years of Front Office Collateral Trading in Securities Finance where he helps clients increase revenue, assess and manager risk, put in place effective governance including ESG principles.Here is the course details for each day and the different AM & PM sessions
Take advantage of our £200 discount and FREE access to one of our most popular introduction courses worth £825, last seats remaining.
Don't miss this opportunity to master the key concepts in Collateral Management. Reserve your spot for our LIVE training course on 20th and 21st September. Limited seats are available, so act fast!
CEO of Cloud Margin
Stuart Connolly
Location
Anglo Educational Services
Richbell House
5 Richbell Place,
Holborn, WC1N 3LA
Dates
September 20-21 (2 Days)
9:30 AM to 5:00 PM
