Please join AIMA, DRS and a panel of other industry experts to discuss the challenges of IM implementation, including NextGen Documentation. Phase 5 will see the imposition on the buyside of margin regulations, necessitating burdensome documentation negotiation and widespread operational changes. The scale of Phase 5 will require early planning and preparation.

In this session, IM practitioners across a range of disciplines will discuss:

•   Regulatory backdrop of Phase 5
•   Practical challenges of documentation negotiation
•   Custodian engagement
•   Operational issues (including SIMM model approval and implementation)

Opening Remarks:
Adam Jacobs-Dean, Managing Director, Global Head of Markets, Governance and Innovation, AIMA

Panellists:
Michael Beaton, Director, Head of Delivery, DRS
Mark Higgins, Senior Business Development Manager EMEA, BNY Mellon Markets
Chetan Joshi, Founder, Margin Reform
Edmund Parker, Partner, Mayer Brown

Moderator: Jonathan Martin, CEO, DRS

Phase 5 IM Survey (May 19).pdf

NCMR_Brochure_INTLedition_121118.pdf

DRS Hosted AIMA Event - Preparing IM Phase 5.pdf

IM Phase 5 Survey
https://www.surveymonkey.com/r/2JMLBR6

Here are the videos produced by Mayer Brown with each of the panellists from yesterday appearing in the videos:

Episode 1: A detailed overview of Phase 4 and 5 of the Uncleared Margin Rules
https://www.youtube.com/watch?v=FlTy-B2Zgxs&feature=youtu.be

Episode 2: Successfully navigating, negotiating and executing the legal documentation in an IM project
https://www.youtube.com/watch?v=qzohrPxe_AQ&feature=youtu.be

Episode 3: The Custodian’s Guide to Initial Margin Segregation and Asset Transformation
https://www.youtube.com/watch?v=gv3rWcLoOeY&feature=youtu.be

Episode 4: Calculating Initial Margin
https://www.youtube.com/watch?v=XZ7PGXzJDpc&feature=youtu.be

Episode 5: Mission IMpossible – the Compliance Process “Wheel of Pain”
https://www.youtube.com/watch?v=t0hC8VepxKA&feature=youtu.be

Sponsored by: