The Final Stretch: Preparing for SIMM Phases 5 & 6
Join our line-up of experts as they discuss how to minimize initial margin requirements to help with regulatory compliance challenges, and survey solutions for analyzing initial margin requirements on uncleared derivatives on a portfolio level by counterparty.
Speakers
Nnamdi Okaeme
Senior Director
International Swaps and Derivatives Association (ISDA)
Jeff Lee
Consulting Director, Financial Services Consulting
PwC
Jeff is a Consulting Director of financial service practice in PwC. He has over 10 years of international experience in risk management transformation and regulatory framework implementation across Greater China and East/Southeast Asia. His area of expertise includes implementation and performance improvement of market & counterparty credit risk models, treasury & ALM framework and risk & treasury system operation. Recently he is also involved in supporting the Hong Kong Association of Bank’s Basel Implementation Committee in its response to global and local regulators consultations. Jeff holds a Bachelors degree from the University of Hong Kong with dual concentrations in Risk Management and Finance. He is also Chartered Financial Analyst (CFA) and certified Financial Risk Manager (FRM).
Eduardo Pereira
SIMM Business and Product Manager
Bloomberg L.P.
Eduardo Pereira is the Product Manager for SIMM (Standard Initial Margin Method) at Bloomberg. He manages the SIMM EMEA financial engineering team, and supervises the development of Bloomberg's XVA business in EMEA and APAC. Previously, he was a financial engineer in the product team which developed and launched Bloomberg's collateral management product, BCOL. Pereira joined Bloomberg in London in 2005 and has held several other positions in the firm, including Application Specialist in fixed income derivative instruments and Sales Manager. Eduardo holds a BEng (Honours) degree from Cranfield University in Aero Mechanical Systems Engineering as well as a Master of Science in Mechanical Engineering from The University of Leeds. At postgraduate level, Eduardo obtained qualifications from the London Business School in Corporate Risk Management as well as the London School of Economics where he read Management Accounting.
Vicky Cheng
Head of Government and Regulatory Affairs, Asia Pacific
Bloomberg LP
Vicky Cheng is Head of Government and Regulatory Affairs Asia Pacific, overseeing government relations and regulatory developments impacting Bloomberg and its clients in the region. Before joining Bloomberg, Vicky worked in both the public and private sectors. Her focus has been policy and regulatory development, advising senior management on related requirements and implementations. Vicky drove advocacy and public affairs programmes for various organizations including global corporates and financial institutions. During her time with an international law firm, Vicky led business development and thought leadership strategies for the Financial Services Regulatory and Dispute Resolution practices. She began her career with a Government providing policy analysis and communications.