IBOR USA

IBOR USA

Exploring the latest trends, developments and practical challenges ahead of LIBOR transition

IBOR USA

November 2, 2020 | Held virtually 11AM (ET)
Part of Risk Americas

key agenda highlights

GUIDANCE FROM ARRC
Fireside chat with ARCC Vice Chairman to discuss progress and prioritise

CREDIT SENSITIVE BENCHMARK
Evaluation on the needs of a credit sensitive component

GLOBAL RATES
Variations in global rates and challenges of adapting to multiple currencies

NATURAL LANGUAGE PROCESSING
How NLP can overcome challenges of transition

CONTRACT MANAGEMENT
Industry approaches to SOFR contracts and transitioning from LIBOR

MODEL RISK MANAGEMENT
Inventory and categorisation of model dependency linked to LIBOR

View the full agenda here
IBOR Forum Speakers
Tom Wipf

Tom Wipf
Vice Chairman of Institutional Securities, Morgan Stanley / Vice Chairman
ARRC

Chris Killian

Chris Killian
Managing Director, Securitization and Corporate Credit
SIFMA

Mark Cabana

Mark Cabana
Head of US Rates Strategy
Bank of America

Priya Misra

Priya Misra
Head of Global Rates Strategy
TD Securities

Xiaobo Liu

Xiaobo Liu
Head of Markets Model Validation / Managing Director, Corporate Model Risk Management
Wells Fargo

Josh Younger

Josh Younger
Managing Director
JP Morgan

View full speaker line up
Risk Americas IBOR
Find out more here
Sponsorship

CAN YOUR ORGANIZATION CONTRIBUTE?

Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact sales@cefpro.com or call us on +1 888 677 7007 where a member of the team will be happy to tailor the right package for you.

 

11:00 Chair’s opening remarks

FIRESIDE CHAT WITH ARRC
11:10 Discussing the ARRC’s progress to date and priorities going forward in the transition

  • Background: what progress has been made over the past 6 months?
  • Discussion of term SOFR
  • Direction of loan and bond markets
  • Discussion of legacy contracts
  • How will LIBOR end?
  • ARRC priorities for the next 12 months

Tom Wipf, Vice Chairman of Institutional Securities, Morgan Stanley  / Vice Chairman, ARRC

PANEL DISCUSSION
11:40 Exploring the practical challenges and industry approaches to SOFR contracts & transitioning contracts from LIBOR

  • How SOFR is being used in cash products and derivatives
  • Considerations for SOFR structures
  • Issues related to transitioning LIBOR-linked contracts

Chris Killian, Managing Director, Securitization and Corporate Credit, SIFMA
Alexis Pederson, Senior Company Counsel, Wells Fargo
Tess Virmani, Associate, General Counsel & Executive Vice President, Public Policy, Loan Syndications & Trading Association
Priya Misra, Head of Global Rates Strategy, TD Securities

12:15 Refreshment break and networking

12:45 Contract management modernised for the LIBOR transition

  • Taking advantage of the LIBOR transition to intelligently modernize contract management
  • Capitalize on the LIBOR transition to digitize contracting process with the help of AI
  • A true contract lifecycle management platform enables a long-term solution to address any future regulatory change
  • Gain visibility to quickly find key terms and report on all of your active contracts across the enterprise

Richard Robinson, Principal Sales Engineer, Conga
Rupal Nishar, Senior Customer Success Manager, Conga

1:05 ROUNDTABLE DISCUSSIONS 

ROUNDTABLE 1:
Outlook for a credit sensitive benchmark

Feedback on needs for a credit sensitive componentOutlook for potential rate

Mark Cabana, Head of US Rates Strategy, Bank of America


ROUNDTABLE 2:
Model risk management for IBOR transition

Identifying inventory and categorising dependency of models using IBOR linked ratesDesigning frameworks and standards for validation activities | Setting up a governance process

Xiaobo Liu, Head of Markets Model Validation/Managing Director, Corporate Model Risk Management, Wells Fargo

1:35 – 15 minute refreshment break and networking

PANEL DISCUSSION
1:50
Exploring the variations in global rates and the challenges of adapting to multiple currencies 

  • Market adoption timelines
  • Creating multi-currency products
  • Exposure to different benchmark rates
  • When will LIBOR officially end globally?
  • Managing volatility as we move closer to expiration

Gennadiy Goldberg, US Rates Strategy, TD Securities
Chris Ekonomidis, Director, BNY Mellon 
Mark Cabana, Head of US Rates Strategy, Bank of America

2:25 LIBOR transition: How NLP can help you overcome the challenge 

  • Current market context and challenges
  • Where NLP can help
  • How to use NLP effectively
  • Impact and post-LIBOR automation benefits of NLP

Dr. Simone Bohnenberger-Rich, Head of Product Portfolio, Eigen Technologies

2:45 Chair’s closing remarks

View full speaker line up
Register here
IBOR Forum Speakers
Mark Cabana

Mark Cabana
Head of US Rates Strategy
Bank of America

Biography

Mark Cabana is the head of US Short Rates Strategy at BofA Merrill Lynch Global Research, based in New York. In this role, he publishes research and trade recommendations covering US short-term interest rates and macro strategy. He also meets regularly with a broad range of clients to discuss the firm’s views on Fed policy, interest rates and financial regulation. He has been with the firm and in this role since 2015.
Before joining the firm, Cabana worked as an officer in the Markets Group at the Federal Reserve Bank of New York, which he joined in January 2007, analyzing global macroeconomic conditions and financial markets. Prior to that role, he was a senior trader/analyst on the Fed’s Treasury Market Policy staff.
Cabana earned a bachelor’s degree in political science and Asian studies at Furman University and a master’s degree from Johns Hopkins University in international relations. He is a CFA charterholder.

Chris Ekonomidis

Chris Ekonomidis
Director
BNY Mellon

Biography

Chris Ekonomidis, Director, BNY Mellon will be presenting at the virtual IBOR USA.

Gennadiy Goldberg

Gennadiy Goldberg
US Rates Strategist
TD Securities

Biography

Gennadiy Goldberg is a US Rates Strategist at TD Securities, conducting research and providing market commentary on interest rates and the US economy. Gennadiy focuses on Treasuries, swaps, TIPS, supranationals and agencies, as well as the SOFR transition. Prior to joining TD in 2012, Gennadiy worked as a Fixed Income Strategist at independent research firm Continuum Economics (formerly 4Cast Inc), concentrating on trade idea generation in the US interest rate space. In addition, Gennadiy contributed to the firm’s Federal Reserve outlook and provided insight on the US budget and Treasury issuance dynamics.

Chris Killian

Chris Killian
Managing Director, Securitization and Corporate Credit
SIFMA

Biography

Chris is responsible for SIFMA’s securitization advocacy and other activities related to housing and securitization. SIFMA has a special focus on agency MBS markets and maintains a collection of market standards and trading practices governing the TBA market. For the last few years, primary mandates in this area have been regulatory reform, the implementation of a single security for TBA trading, FINRA 4210 margin requirements, securitization capital requirements, and the broader world of GSE/housing finance reform.

In the fall of 2018 Chris took over SIFMA’s corporate credit activities in addition to the securitization responsibilities. This includes issues such as fixed income market structure and execution of SIFMA’s Insurance and Risk-Linked Securities Conference.

He is also the primary staffer for SIFMA’s activities related to LIBOR and the transition to alternative reference rates in the US and participates on the Federal Reserve’s Alternative Reference Rates Committee and a number of its subcommittees.

He also helps to coordinate SIFMA’s activities related to fintech.

Chris joined the Bond Market Association (predecessor to SIFMA) in 2005 as the analyst for the MBS and Securitized Products Division. He became head of the Securitization Group in 2013. Prior to joining SIFMA, he was an accountant in the Retail Securitization Accounting and Investor Reporting group at JPMorgan Chase & Co., and was responsible for investor reporting and other administration of auto, student loan, and mortgage securitization transactions.

Chris holds Bachelor’s Degrees in Economics and Government from Franklin and Marshall College.

Xiaobo Liu

Xiaobo Liu
Head of Markets Model Validation/Managing Director, Corporate Model Risk Management
Wells Fargo

Biography

Xiaobo Liu currently is a managing director of Corporate Model Risk Management at Wells Fargo with responsibilities for the validation of models used in derivative pricing, counterparty credit risk, and market risk. Prior to joining Wells Fargo, he was a managing director and head of Model Risk Management for Americas, Deutsche Bank A.G. with responsibilities for the regional model risk management policies, procedures, and validation. Previously, he was co-head of Model Validation Group for the Institutional Clients Group at Citi.

He has a P.h.D in Mathematics and a CFA charter holder. His other working experiences include supporting Commodity Business at Morgan Stanley, FX Business at JP Morgan, and being an assistant professor at Clarkson University.

Priya Misra

Priya Misra
Head of Global Rates Strategy
TD Securities

Biography

Priya Misra is head of Global Rates Strategy at TD Securities. Based in New York, Priya is responsible for the US and global interest rate markets and provides investment advice for clients. She ranked in the top three for U.S. Governments Strategy and Federal Agency Debt Strategy in Institutional Investor’s All-America Fixed Income Research team surveys in 2014 and 2015 and from 2003 to 2008. Priya joined TD Securities in September 2015. Prior to this she ran US rates strategy research at BofA Merrill Lynch for 6 years. From 2001 to 2008, she worked at Lehman Brothers as an interest rate strategist, at Barclays Capital as a mortgage strategist and at Nomura Securities, where she was head of U.S. rates strategy. Priya graduated from the Lady Sri Ram College, University of Delhi, with a bachelor’s degree in economics. She has a postgraduate diploma in management, majoring in finance, from the Indian Institute of Management, Bangalore, India.

Headshot

Rupal Nishar
Senior Customer Success Manager
Conga

Biography

Chris Ekonomidis, Director, BNY Mellon will be presenting at the virtual IBOR USA.

Alexis Pederson

Alexis Pederson
Senior company counsel
Wells Fargo

Biography

Alexis Pederson is Senior Company Counsel in the Wells Fargo Legal Department where she leads a team of attorneys responsible for providing counsel to the company-wide LIBOR Transition Office, a program office established to develop and direct a coordinated strategy to transition numerous LIBOR-linked Wells Fargo products and processes to new benchmarks. Alexis represents Wells Fargo on the Alternative Reference Rates Committee (ARRC) and a number of the ARRC’s working groups, as well as other industry working groups focused on benchmark reform.

Alexis joined the company in 2006 and most recently served as Capital Markets Counsel in the Derivatives & FX Section of the Legal Department where her primary responsibilities included support of the swap dealer business on regulatory and transactional matters. She is a graduate of the University of Pennsylvania Law School and Cornell University. She is a member of the New York Bar and is based in New York City.

Richard Robinson

Richard Robinson
Principal Sales Engineer – Financial Services and Insurance
Conga

Biography

Richard Robinson is a Principal Sales Engineer at Apttus leading solution development for Financial Services and Insurance. He works with prospects and clients to design and develop technology-enabled workflows using a methodology of “clicks, not code” to drive agile and scalable solutions that are managed with minimal IT intervention. Prior to joining Apttus, he held leadership roles in FinTech, including S&P Global’s Capital IQ division where he was the Global Head of Integrated Solutions focused on deploying innovative workflow and data architectures. Leveraging his experience in financial technology & data, consulting, equity research, and banking, Richard has become a trusted advisor for Apttus’ top clients in the financial industry looking to transform operational requirements into effective technical frameworks.

Dr. Simone Bohnenberger-Rich

Dr. Simone Bohnenberger-Rich
Head of Product Portfolio
Eigen Technologies

Biography

Simone leads the financial services sector team at Eigen, providing subject matter expertise, user experience feedback and guiding the development of the firm’s NLP product. Simone is an expert on how advanced technology can be applied at scale within the front, mid, and back offices of FS institutions. Prior to joining Eigen, Simone was a consultant for Monitor Deloitte specialising in FS, TMT, and healthcare. She has also previously worked for McKinsey & Company and the European Commission. Simone holds a PhD from the LSE in International Relations focusing on international trade finance, and investment in emerging markets.

Tess Virmani

Tess Virmani
Associate General Counsel & Executive Vice President, Public Policy
Loan Syndications & Trading Association

Biography

Tess Virmani is Associate General Counsel & Executive Vice President, Public Policy of the Loan Syndications and Trading Association (LSTA).

Tess focuses on developing market standards and maintaining LSTA documentation. She also leads the LSTA’s sustainable finance and ESG efforts. In addition, Tess participates in the LSTA’s policy initiatives, including market advocacy and spearheading industry solutions to market developments, such as the transition to replacement benchmarks.

Prior to joining the LSTA, Tess practiced as a finance attorney at Skadden, Arps, Slate, Meagher & Flom LLP in New York. She received a B.S. in International Politics from the Walsh School of Foreign Service at Georgetown University and a J.D. from Fordham University School of Law. She is admitted as an attorney in New York.

Tom Wipf

Tom Wipf
Vice Chairman of Institutional Securities, Morgan Stanley / Vice Chairman
ARRC

Biography

Tom Wipf is Vice Chairman of Institutional Securities.

Tom is responsible for Morgan Stanley’s transition efforts to alternative reference rates to replace LIBOR through the firm’s Global LIBOR Transition Steering Committee. This group, spanning ISG, Wealth Management and Investment Management, will ensure that all businesses and infrastructure organizations have a consistent set of Firm-level guidelines, their own transition plans and accountability for transition readiness before year-end 2021.

Additionally, Tom leads the firm’s Global Business Continuity Management Organization, which is responsible for strategic planning and risk management for potential cyber and physical disruptions.. He is a member of the firm’s Securities Operating Committee, Risk Management Committee and Asset/ Liability Management Committee.

Prior to being named Vice Chairman, Tom was the Global Head of the Bank Resource Management Division where he was responsible for the firm’s secured funding, securities lending, global hedging and collateral management activities.

Beginning his career in the industry in 1977, Tom joined Morgan Stanley in 1986 and has been engaged in the Firm’s funding, collateral and hedging activities throughout his career at the firm. Based in New York, Tom has also completed multi-year assignments in Morgan Stanley’s London and Tokyo offices.

In April, 2019, Tom was named Chair of the Alternative Reference Rates Committee (ARRC) by the Federal Reserve Board. The ARRC is a group of private-market participants convened to help ensure a successful transition from USD LIBOR to a more robust reference rate.

Tom was appointed Chair of the US Commodity Futures Trading Commission’s Market Risk Advisory Committee (MRAC) Interest Rate Benchmark Reform Subcommittee in October, 2018.

Tom served as Chair of the Treasury Market Practices Group (TMPG) until May 2019. The TMPG is sponsored by the New York Federal Reserve and is an industry group committed to supporting the integrity and efficiency of the U.S. Treasury and Agency Mortgage Securities Markets.

Tom serves on the board of directors of International Swaps and Derivatives Association, Inc. (ISDA). Tom was appointed to the Alternative Reference Rate Committee, sponsored by the Board of Governors of the Federal Reserve in 2014. Tom previously served on the Financial Research Advisory Committee to the US Treasury Office of Financial Research from 2012 to 2017.

Josh Younger

Josh Younger
Managing Director
JP Morgan

Biography

Josh Younger is a Managing Director and Head of U.S. Interest Rate Derivatives Strategy as well as leading Quant Fixed Income Strategy. He is responsible for views in interest rate swaps, futures, options and exotics, as well as more thematic work in market design, bank regulations and financial plumbing, payment systems, cryptocurrency, and machine-learning in fixed income markets. He has been consistently ranked among the top analysts by Institutional Investor, including #1 positions in Interest Rate Derivatives and Quantitative Analysis. Prior to J.P. Morgan, Josh was an astrophysicist at the Institute for Advanced Study, and holds an AB from Princeton and PhD from Harvard.

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Why attend
key agenda highlights
Panel Discussions

Panel Discussions

Interactive panel discussions are designed to include attendees by running a live Q&A throughout the session.

Presentations

Presentations

Hear industry experts provide insights on the latest opportunities and challenges ahead of LIBOR phase out

Networking Breaks

Networking Breaks

Virtual networking opportunities throughout the day, access to all streams and sessions plus access to presentations and handouts.

Meet the speakers

Meet The Speakers

Continue discussions beyond the auditorium and interact with speakers and attendees after their session.

Risk Americas IBOR

RISK AMERICAS CONVENTION

November 4-6, 2020
Taking place from 11am ET each day

500 attendees, 100+ speakers, 44 presentations, 18 panel discussions, 7 hours of networking, 6 keynote sessions, 4 individual work streams
Keynote & plenary sessions

REGULATION

Has regulation gone too far or is there still more to be done?

RISK APPETITE

Aligning risk appetite with strategic objectives and using to drive business

ROLE OF THE CRO

Reviewing the role and skillsets of the CRO and risk management team in an evolving technical landscape

VIEWING RISK

Challenges of viewing the risk world through an appropriate and forward thinking lense

ESG

Incorporating ESG into strategy & planning and considerations for risk teams

GEOPOLITICAL RISK

Contingency planning for future economic downturn and increase geopolitical uncertainty

Topics addressed for 2020

Automation & Efficiency | FinTech | Client Experience | AI & Machine Learning | RegTech | Blockchain | Data | Disruption | Cloud | Privacy

Plus much more…

Cyber risk | Technology resilience |
Risk ID | Operational Resilience |
Culture | AML | Fraud | Payments | Risk Analytics

Plus, much more…

Interest Rate Risk | Economic Downturn | Repo Markets | IBOR | FRTB | Climate Change | Liquidity Risk | CECL | Bond Markets | Capital Management

Plus, much more…

Model Definition | Model Inventory | Quantification | Enterprise MRM | Validation | Advanced Analytics | Data | AI & Machine Learning | Machine bias

Plus, much more…

View the full agenda here
Hear from more than 100 CROs and Heads of Risk Including
Nicholas Silitch

Nicholas Silitch
Chief Risk Officer
Prudential

Michael Alix

Michael Alix
Americas CRO
UBS

Geoff Craddock

Geoff Craddock
CRO
Mass Mutual

Oliver Jakob

Oliver Jakob
International CRO
Mitsubishi UFJ

Anthony Peccia

Anthony Peccia
Chief Risk Officer
Citibank Canada

John Schiavetta

John Schiavetta
Deputy Chief Risk Officer
Alliance Bernstein

Bill Coen

Bill Coen
Former Secretary General, Basel Committee on Banking Supervision
& Chair, IFRS Advisory Council

Judith Hilton

Judith Hilton
CRO
DWS Americas

Tom Wipf

Tom Wipf
Vice Chairman of Institutional Securities, Morgan Stanley, Vice Chairman
ARRC

Tatiana Segal

Tatiana Segal
CRO
Morgan Stanley Investment Management

Vivek Tyagi

Vivek Tyagi
CRO – Transaction Banking
Goldman Sachs

Jacques Longerstaey

Jacques Longerstaey
SMD, CRO, Nuveen Risk & Valuation Services
Nuveen a TIAA Company

View full speaker line up
hear from last year's attendees
co-sponsors

APTTUS


At Apttus, we help companies modernize their revenue and legal operations for the digital economy. We created, continue to move, and lead a space called the Middle Office, which houses the most important processes for any enterprise organization – revenue generation and management of commercial relationships.

What is Apttus Contract Management?
Apttus Contract Lifecycle Management brings speed, visibility and control to the contract management process, so that your agreements become a strategic advantage instead of a cost center. Apttus is the contract management leader, trusted by more than 70 Fortune 500 companies and used by more than one million users across the globe. Apttus Contract Lifecycle Management is part of the seamless suite of Apttus Quote-to-Cash applications.

With Apttus, organizations get an end-to-end Quote-to-Cash solution that streamlines all Middle Office business processes, eliminates manual tasks, keeps all stakeholders informed, collapses sales and contract cycle times, reduces risk, and ultimately maximizes revenue yield.
Analysts rank Apttus as the global gold standard for Quote-to-Cash (QTC) and Contract Lifecycle Management (CLM) solutions and customers include hundreds of the world’s Global 2000. Apttus is a US, Silicon Valley-based global provider.

Eigen Technologies


Eigen Technologies are co-sponsoring CeFPro’s upcoming 9th Annual Risk Americas Convention.
Sponsorship
CAN YOUR ORGANIZATION CONTRIBUTE?

Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact sales@cefpro.com or call us on +1 888 677 7007 where a member of the team will be happy to tailor the right package for you.

CPE
CPE

Earn CPE Credits. 

  • Prerequisites: Knowledge of financial risk management
  • Advanced Preparation: No advanced preparation is required
  • Program Level: Intermediate to advanced
  • Delivery Method: Group-live

The Center For Financial Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

FAQs
Can I present at the IBOR Forum?

Yes, the Center for Financial Professionals are happy to discuss speaking opportunities at the IBOR Forum. For further information on this please contact alice.kelly@cefpro.com or call us on +1 888 677 7007.

Where can I find the Convention documentation and speaker presentations?

All registered attendees will receive an email with access to documentation and speaker presentations after the Forum* We will work with our presenters to include as many presentations as possible on our Risk Insights App during the Convention. *Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.

Will there be opportunities to network with other attendees?

There are ample opportunities for networking and interaction throughout the virtual Convention, such as

  • Roundtables
  • Virtual networking capabilities
  • Virtual business cards (you will be in control of what information is visible)
Do I have to attend the whole event or can I just attend one session?

You have the option to attend either the whole event or just one session. Throughout the four day virtual gathering you can log in and out where necessary. You will need to pre-register for the gathering on our registration page.

Can I access the presentations after the event?

After the virtual event we will create a post-event website where you can access some of the materials. The sharing of presentational material is subject to speaker approval.

Can I log onto the virtual event using a PC, tablet or smartphone?

Yes, our technology developers recommend to use Google Chrome for the best experience.

Are there opportunities to share my thought-leadership at the Risk Americas Convention?

Yes there are plenty of opportunities for the Center for Financial Professionals to share thought-leadership to the attendees of IBOR Forum and our wider risk professionals community. At the event we can distribute your material to the attendees, offer you an exhibition booth, and provide speaking opportunities so that you may enjoy a more prominent presence at the Forum. Visit the Sponsor tab for further information or contact sales@cefpro.com / +1 888 677 7007 . Risk Insights Feature your content on our Risk Insights website and supporting Risk Insights monthly newsletter.

Are media partnerships available for the IBOR Forum?

Yes. As part of a media partnership we can offer a variety of options to increase the branding and awareness of your association, company, certificate, publication or media. We are more flexible with what we can offer however, we usually offer:

  • Provide a discounted rate to attend
  • Place your logo and profile on the Convention website
  • Place your logo on the Convention brochure
  • Place your logo on promotional content where applicable
  • Distribute your media/marketing at the Convention
  • Promote through social media channels

To discuss this further please contact james@cefpro.com or call +1 888 677 7007

registration rates

IF YOU ARE REPRESENTING A REGULATED FINANCIAL INSTITUTION OR GOVERNMENT BODY…

You are able to register for free using our link below. All registrations are manually reviewed and approved before any confirmation emails are sent. If you have any questions please email james@cefpro.com

IF YOU ARE REPRESENTING A SERVICE PROVIDER, VENDOR OR CONSULTANT…

You are able to register for a nominal fee of $399. Online registration will be made available shortly.

All registrations are manually reviewed and approved before any confirmation emails are sent.

If you would like to register or have any questions please email james@cefpro.com

co-sponsors
EigenTechnologies

Connect With Us
#IBORUSA

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