The Operations View – Operating Safely in a Post-Csdr World
Please join us for the second part of our CSDR webinar series, where our Bloomberg experts will discuss solutions to evolve and automate your firm's post-trade operations, to ensure compliance with CSDR's settlement discipline and achieve prompt and high settlement rates, but also drive efficiency for the entire business.
Discussion topics
- Connecting the dots - a look at the impact on the entire workflow
- Compliance with initial communication requirements
- Confirmation, allocations and auto-acknowledgements
- Prioritising trades for settlement
- A data-first approach to identify and handle trades subject to penalties
- Bringing it all together via an OMS
Speakers
John Morton
Application Specialist
Bloomberg
John’s career in fixed income markets started in the mid '80s covering Central Banks for Merrill Lynch’s Fixed Income Sales team. In 1995 he joined Bloomberg, working in several roles, primarily as a fixed income specialist, more latterly focused upon emerging markets, guiding the development of Bloomberg's product in this space. In 2012 he was seconded to the UK's Ministry of Finance, better known as Her Majesty's Treasury, to provide data and understanding of OTC markets to help the UK in its negotiating position for MiFID II. This was for an initial 12 month period re-joining for a further 12 months from 2014 to help develop the UK’s ideas for Capital Markets Union as well as dealing with Level II text for MiFID II. Following John's return to Bloomberg in 2015, he has helped to develop and promote Bloomberg's product offering in the regulatory space particularly with respect to MiFID II, SFTR, MMFR, and more latterly, CSDR.
Jennifer Berger
Regulatory Content Manager
Bloomberg LP
Jennifer Berger is a Product Manager for CSDR within Bloomberg's Enterprise Data Regulatory Team and has been with the company for 19+ years where she focused on multiple data products including Funds, Corporate Actions, Fundamentals, and the Bloomberg Financial Instrument Global Identifier team. Since joining the Regulatory team almost 3 years ago, she has used her multi-asset experience, critical thinking, and attention to detail to aid in maintaining and innovating a host of Regulatory Data Licence content including MiFID II, EU Benchmark Regulation, as well as US IRS and international tax products.
Adham Zaki
Product Manager, FailStation
Bloomberg L.P.
Adham is a Product Manager in Bloomberg’s Enterprise Product division. He currently covers our FailStation Product. Previously Adham was at Deutsche Bank working in Global Markets covering Listed Derivatives, OTC Clearing, and FXPB Product. Prior to Deutsche Bank, Adham was at Goldman Sachs in the Derivative Prime Brokerage Product & Sales team.