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








2023-09-20 9:30 am
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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
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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


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.


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


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


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.


Years of combined collateral expertise across your training team


CPD (Continuing Professional Development) Points Earned For Completing The Training


of course Participants rate the course content as excellent.


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


Anglo Educational Services
Richbell House
5 Richbell Place,
Holborn, WC1N 3LA


September 20-21 (2 Days)
9:30 AM to 5:00 PM