As the industry readies itself for the looming deadline for the acceleration of the settlement cycle to T+1, many firms, both buy and sell side will be contending with various operational challenges.  In this episode of the DerivSource Podcast, Living the Trade Lifecycle, Gabino Roche, the CEO and founder of Saphyre, shares his views on two of the top challenges - SSIs and potential after hours liquidity hiccups – that firms must address now to ensure they can settle trades efficiently and...

Recent market events, new regulation and ongoing market volatility are really keeping risk management and compliance professionals on their toes. And risk itself is evolving too – with newer risks to contend with (cyber and ESG) while there is growing recognition of the value these departments contribute to the success of a business. How can risk and compliance professionals' strength their career prospects amidst all this change? In this episode of our Professional Pivots podcast series, we...

Regulatory compliance has been the single most significant driver of change in the collateral management space in the last decade. This shift in focus paves the way for collateral management professionals to consider their next steps in their careers – whether this be education, leveraging skill sets to leap to other roles or getting to grips with newer technologies.  In the second episode of the DerivSource Professional Pivots podcast series, we speak to Chetan Joshi, Founder and COO of...

New regulation, market trends and greater use of technology means compliance departments are constantly changing. These changes also present opportunities for compliance professionals to elevate their careers. In the first episode of DerivSource's "Professional Pivots" podcast series, we explore how the career path for compliance professionals is evolving. Specifically, we discuss what skills are necessary for the role now (hint – it's technology) and what opportunities are available to...

Collateral management remains in the spotlight this year and for good reason - market volatility, rising inflation and interest rates put greater pressure on collateral managers in the form of rising business costs, funding costs and an increase in the volume of margin calls.  In this episode of the DerivSource podcast, Living the Trade Lifecycle, David White, CloudMargin's chief commercial officer, we explore how collateral management operations, despite recent UMR-related investment, are...

A Joint Podcast with DerivSource.com and sister publication, Global Trading We begin the new year by reflecting on conversations of 2022’s past that set us up for continued success in 2023 and beyond. In this episode, Julia Schieffer, editor of DerivSource and host for DerivSource’s podcast, and Terry Flanagan, Managing Editor of Markets Media, and host for the GlobalTrading podcast reflect on the top 3 notable conversations of 2022.  Some of the most influential discussions came from...

Distributed ledger technology (DLT) has been touted as a potential game-change for the post-trade processing space, yet many financial organisations continue to sit on the side lines waiting for the business case to be made. In 2022, we have seen the pioneers behind DLT adoption showcase the applicability of this technology to specific areas of post-trade and the benefits it yields.  In this episode of the DerivSource podcast, Living the Trade Lifecycle,  Martin O’Connell, solutions architect...

Legacy systems often get a bad rap, but are the newer technologies such as AI, DLT really the answer to all of your post-trade processing woes? In this episode of the DerivSource’s podcast, Living the Trade Lifecycle, Torstone Technology’s CEO, Brian Collings,  sheds light on the practical strategies financial organisations can consider when making significant improvements to their operational processing without ‘throwing the baby out with the bathwater.’ Tune in to hear his views on how...

The collateral management space has changed at a rapid pace in recent years due to the introduction of new regulatory rules and best practices impacting both cleared and uncleared derivatives. Despite the pace of regulatory change slowly somewhat, this collateral management operations continue to evolve and respond to new market trends and operational drivers. In this episode of DerivSource’s Living the Trade Lifecycle podcast, Shaun Murray, CEO of Margin Reform, offers us a quick view on...

The second phase of the CFTC position limits rules comes into effect in January 2023. In this episode of the DerivSource's podcast Living the Trade Lifecycle, we speak to Andrew Castello, vice president, head of reference data and  Justin Hasnat, senior manager, Databank operations at FIA Tech about how firms can harness data to comply with the new position limit rules and ensure they are making a "reasonable, good faith effort" determination of the economic equivalence of an OTC swap...

The first half of 2022 has been a rocky one. Rising inflation and interest rates, greater geopolitical risk and general market volatility are all creating a challenging environment for financial institutions who are focused on managing their risks in these rapidly changing market conditions.  In DerivSource’s “Living the Trade Lifecycle” podcast, Tom Loffredio, head of business development, and Isaac Wheeler, head of balance sheet strategy at Derivative Path, discuss how banks can balance...

 In the “Living the Trade Lifecycle” podcast, Stefanie Coleman, Principal, People Advisory Services, Ernst & Young LLP, speaks to DerivSource’s editor, Julia Schieffer about recent trends impacting the workforce including challenges both employees and employers face. Drawing in part on the results of the recently published “2022 Work Reimagined” survey from EY, Coleman shares views into how companies are extending their search to new talent pools, balancing a new agile working environment...

Hersh Shefrin, author, Mario L. Belotti Professor of Finance at Santa Clara University, and a pioneer in the behavioural approach to economics and finance, speaks to DerivSource editor, Julia Schieffer, about the interconnectedness of behavioural psychology and risk management. Tune into this episode of "Living the Trade Lifecycle" to hear about the tools and techniques that can be applied at an organisational level to address common psychological pitfalls, such as confirmation bias and...

Keahn Gary, Senior Manager at Cognizant Research speaks with DerivSource Editor, Julia Schieffer about how to make hybrid working WORK for everyone. Tune in to hear more about some of the tactics managers and companies can adopt to customise work experiences and better manage a global team in a new hybrid environment.

In this podcast series, we’ve discussed the high-level market aspects of the transition away from LIBOR, as... The post LIBOR Transition: What are the Complexities and Opportunities in a System Execution Plan? appeared first on Derivsource.

Episode 2 of LIBOR Transition podcast series with Murex In episode 2 of our LIBOR transition podcast... The post LIBOR Transition: What are the Legal Questions and is the Fallback Mechanism Enough? appeared first on Derivsource.

Episode 1 of LIBOR Transition podcast series with Murex As the market makes preparations for a transition... The post LIBOR Transition: What are the Top Market-wide Challenges Remaining? appeared first on Derivsource.

This is the third episode of our three-part podcast series on “Post-Trade Digitalisation – Evolution or Revolution?” ... The post Post-Trade Digitalisation – Practicalities of Transformation appeared first on Derivsource.

This is the second episode of our three-part podcast series on “Post-Trade Digitalisation – Evolution or Revolution?” ... The post Post-Trade Digitalisation – Understanding the Role of “Newer” Technologies appeared first on Derivsource.

This is the first episode of our three-part podcast series on “Post-Trade Digitalisation – Evolution or Revolution?” ... The post Post-Trade Digitalisation – the Existing and Emerging Landscape appeared first on Derivsource.

This is the third episode of our podcast series on “Market Conduct, Personal Account Dealing: How to Keep... The post Market Conduct & PAD: Harnessing Technology for Market Conduct Practices with Remote Working appeared first on Derivsource.

This is the second episode of our podcast series on “Market Conduct, Personal Account Dealing: How to... The post Market Conduct & PAD: Regulatory Guidance for Remote Working appeared first on Derivsource.

A podcast series sponsored by FIS This is the first podcast of a three-part series on “Market... The post Market Risk & PAD: The Challenges & Value of Maintaining Company Culture appeared first on Derivsource.

Last summer we posted the following podcast which we are re-broadcasting for our audience. Whether it is... The post Career Coaching – The Value to Professionals and their Companies (Oldie but Goodie!) appeared first on Derivsource.