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ICI WEBINAR

Solving Portfolio Reconciliation Challenges:
Learn from the Experts
October 3, 2017

On October 3, ICI held the second in a series of ICI webinars addressing the challenging landscape for collateral management and derivatives operations.

This webinar explored:

  • The importance of data normalization in the reconciliation process
  • Data reconciliation requirements and how a firm uses the same data for multiple reconciliations
  • Coordinating the change management process in response to evolving requirements and regulations
  • Cross-border reconciliation challenges
  • Trade repositories and central reconciliation venues

The webinar was designed for both operations and legal professionals in the asset management industry.

MATERIALS

SPEAKERS

Judson Baker
Global Head of Product Management–Derivatives and Collateral Services
Northern Trust

Christopher Elias
Vice President, Service Delivery
Brown Brothers Harriman & Co.

Mary Harris
Business Manager triResolve
TriOptima

Charles Mottinger
Vice President 
State Street Global Advisors

David Weibe
Senior Vice President, Fund Services
Brown Brothers Harriman & Co.

 

This webinar was closed to regulators and the media.