Decoding Uncleared Margin Requirements (UMR) – A Best Practice Guide

Presented by

Vino Jain, Edel Brophy, Gregory Eickbush

About this talk

For smaller financial institutions and buy-side firms, Uncleared Margin Requirements (UMR) could present significant operational challenges. How prepared is your firm to comply with the initial Margin requirements? Join us for a panel discussion moderated by Vinod Jain, Senior Analyst from Aite Novarica and guest ex-Mizuho Americas Head of Capital Markets and now Managing Director at Alta Point Capital Management, Greg Eickbush. Our panellists will share insights and discuss the potential impacts of UMR, best practice for navigating the challenges, and how automation can remove complexity. We will also examine: • The operational impact and biggest challenges around Phases 5 and 6 • Tips for navigating the jurisdictional differences • How technology and automation can reduce complexity and future proof your firm against the UMR changes Speakers: • Vinod Jain, Senior Analyst, Aite Novarica • Edel Brophy, Global Director of Tax & Regulatory Compliance, Fenergo • Gregory Eickbush, Managing Director, Alta Point Capital Management

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Fenergo is the digital enabler of client and regulatory technology for financial services. It provides Client Lifecycle Management (CLM) software solutions for Financial Institutions including; Corporate & Institutional Banking, Commercial & Retail Banking, Asset Management, Private Banking & Wealth Management. Counting 70 global Financial Institutions as clients, its award-winning CLM suite digitally transforms how Financial Institutions manage clients; from initial onboarding to KYC/AML and regulatory compliance, to data management and ongoing lifecycle KYC reviews and refreshes. Fenergo CLM empowers financial institutions to deliver a faster, compliant and digital customer experience while achieving a single client view across channels, products, business lines and jurisdictions.