2016 Mobile Ad Summit

2025

February

–

2023

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David Nason, CEO, Wealth Management & Advice Solutions, TIAA

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Ruth Arnould, Managing Director & Associate General Counsel, Bank of America
Stephen Berger, Managing Director, Global Head of Government & Reg Policy, Citadel LLC

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Emmanuel Roman, Chief Executive Officer and Managing Director, PIMCO

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Jim Esposito, President, Citadel Securities

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Walt Lukken, President and CEO, FIA

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Jackie Mesa, FIA

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• Kenneth E. Bentsen, Jr., President and CEO, SIFMA

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Lindsay Gurbacki, Alliance Bernstein

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Asset Management

Derivatives Forum

2025

February 12–14, 2025 | Orlando, FL

Hosted by

Program

The 2025 program was in ET.

Wednesday,
February 12, 2025

Thursday,
February 13, 2025

Friday,
February 14, 2025

11:30 a.m. - 1:00 p.m.

Women in Financial Markets (WIFM) Washington Update - Impact on Asset Managers and Beyond

Join Women in Financial Markets (WIFM) for lunch and a panel discussion. Space is limited, and separate registration is required. Please sign up in advance by completing this form. All Forum attendees are welcome!

12:00 p.m. - 1:15 p.m.

Arrival Refreshments

Sponsored by Saphyre

12:00 p.m. - 6:00 p.m.

Registration Open

Lanyards sponsored by Hong Kong Exchanges and Clearing Limited  

12:00 p.m. - 5:30 p.m.

Exhibitor Showcase Open

1:15 p.m. - 1:30 p.m.

Day 1 Opening Remarks

Speaker

Lindsey Keljo, SIFMA Asset Management Group

1:30 p.m. - 2:00 p.m.

Keynote Fireside Chat

MODERATOR

Walt Lukken, FIA

Speaker

David Nason, CEO, Wealth Management & Advice Solutions, TIAA

2:00 p.m. - 3:00 p.m.

Done-Away Trading Approach: Similar to Swaps Clearing?

For the new Done-Away market, how will trading venues develop to address credit checks, affirmations and allocations? What differences will be needed from cleared derivatives and how should market participants prepare?

moderator

Brendan T. Maher, E&Y

PANELISTS

Steve French, OSTTRA
Aaron Friedman, Citadel
Elisabeth Kirby, Tradeweb

Andrew Senno, J.P. Morgan

Tyler Wellensiek, Barclays

3:00 p.m. - 3:30 p.m.

Networking Break

Sponsored by FIA Tech 

3:30 p.m. - 4:15 p.m.

Risky Business in Equity Options

Panelists will discuss managing the risks from the growth in equity derivatives activity, focusing in particular on zero-day-to-expiration options as well as flex options used by defined outcome ETFs.

moderator

Mara Shreck, ProShares

panelists

Matthew DeCicco, BlackRock
Jason Hedberg, UBS
Hamilton Reiner, J.P. Morgan Asset Management
Henry Schwartz, Cboe

4:15 p.m. – 5:15 p.m.

Treasury Clearing Showcase

Hear presentations from clearinghouse executives on their offerings for Treasury and repo clearing, including access models, approach to margin, customer protection tools, and more.

moderator

Bill Thum, SIFMA Asset Management Group

panelists

Paul Hamill, ICE

Laura Klimpel, DTCC

Robert Taylor, CME Group

5:30 p.m. - 7:00 p.m.

Welcome Cocktail Reception

7:30 a.m. - 5:30 p.m.

Registration Open

Lanyards sponsored by Hong Kong Exchanges and Clearing Limited  

8:00 a.m. - 3:00 p.m.

Exhibitor Showcase Open

8:00 a.m. - 9:00 a.m.

Networking Breakfast

Co-sponsored by MSCI, Nasdaq, Protiviti, Ropes & Gray LLP, and UBS

9:00 a.m. - 9:15 a.m.

Day 2 Opening Remarks

speaker

Walt Lukken, FIA

9:15 a.m. - 10:00 a.m.

Navigating Data Complexity: Strategies for a Cohesive Operating Model

Industry participants are managing increasingly large volumes of data, dealing with multiple systems, the proliferation of vendors and ever-changing regulations. This panel will discuss strategies for a cohesive operating model that can manage data effectively ensuring accuracy and consistency across systems and enabling the use of data to improve efficiency and decision-making. Panelists will also touch on uses for tokenization and artificial intelligence.

moderator

Fred Crosnier, J.P. Morgan Asset Management

panelists

Russ Abramson, Bank of America

Michael Burg, State Street
Lou Rosato, BlackRock

10:00 a.m. - 11:00 a.m.

Fortifying the Future

In an increasingly complex, digital and interconnected financial world, the resilience of market participants, service providers and infrastructures is critical. This panel explores the challenges in ensuring the stability and continuity of our financial systems.

moderator

Prince Nasr Harfouche, KPMG

panelists

Eric Aldous, RBC Capital Markets

Sophie Marnhier-Foy, Nasdaq

Bethany Netzel, CME Group

11:00 a.m. - 11:30 a.m.

Networking Break

Sponsored by FIA Tech 

11:30 a.m. - 12:15 p.m.

Trends in Interest Rate Markets

Market practitioners will discuss current trends in interest rate market structure, liquidity, execution strategy and product innovation across futures, swaps, securities and ETFs.

Moderator

Joseph Abate, Barclays

Panelists

Amy Elliott, UBS

Peter Lee, Vanguard

Matthew Scott, Alliance Bernstein
Darren Smith, Liquidnet

Sonali Theisen, Bank of America

12:15 p.m. - 12:45 p.m.

Keynote Fireside Chat

moderator

Kenneth E. Bentsen, Jr., SIFMA

speaker

Jim Esposito, President, Citadel Securities

12:45 p.m. - 1:45 p.m.

Networking Lunch

Sponsored by Stradley Ronon

2:00 p.m. – 3:15 p.m.

Workshop: Creating a Blueprint for Future Operations

This forward-looking workshop will address the question of how the current operations ecosystem would need to change to accommodate 24/7 trading and clearing. We will discuss considerations for post-trade processing, staffing, risk management, collateral, custody, access to service providers, funding, reporting and technology.

MODERATOR

Don Byron, FIA

Speakers

Chris Daur, Access Fintech

Matthew Leef, T. Rowe Price

Aruna Parthiban, Goldman Sachs Asset Management

Gabino Roche, Saphyre
Lou Rosato, BlackRock

Roundtable: Treasury & Repo Clearing – Documentation

What are the key features of the new SIFMA Master Treasury Clearing Agreements, how do they facilitate negotiation efficiencies, and how will downstream and upstream legal opinions be obtained?

Moderator

Deborah North, Cleary Gottlieb

Panelists

Eleanor Boris, Morgan Stanley

Brett Davis, BlackRock
Blair Greber-Raines, PIMCO

Larry Kornreich, Goldman Sachs
Allison Lurton, FIA

John Morik, BNY

Teaching Session: AI Applications in Asset Management

Given the rapid pace of advancement in artificial intelligence, this teaching session will focus on potential utilizations of AI in the asset management industry, exploring themes such as how AI can be used to inform investment decisions, differences between generative AI and traditional algorithmic models, tips for developing AI prompts, and the risks and guardrails firms should consider when integrating new technologies.

Moderator

Ray Mosca, SIFMA Asset Management Group

Panelists

Dr. Alejandro Lopez-Lira, University of Florida

3:30 p.m. - 4:30 p.m.

Yoga

Join your fellow attendees for a yoga class and light refreshments, sponsored by Cleary Gottlieb. Confirm your participation in this complimentary event when you register for the conference. For assistance or to add this session to your existing registration, please contact memberservices@fia.org.

Sponsored by Cleary Gottlieb

5:00 p.m. - 6:30 p.m.

Networking Reception

Sponsored by Bank of America Securities

7:30 a.m. – 11:00 a.m.

Registration Open

Lanyards sponsored by Hong Kong Exchanges and Clearing Limited

7:45 a.m. - 8:45 a.m.

Networking Breakfast

Co-sponsored by MSCI, Nasdaq, Protiviti, Ropes & Gray LLP, and UBS

8:45 a.m. – 9:30 a.m.

Asset Management Regulatory Issues

What issues are keeping the fund industry up at night? Experts will share the latest on how the asset management industry is the focus of regulatory attention and how advisors are addressing new capital markets rules.

MODERATOR

Brian Murphy, Stradley Ronon

panelists

Samantha DeZur, Millennium Management

Peter Johansson, Federal Reserve Bank of New York

Anna Lawry, Ropes & Gray
Matt Lischin, RBC Capital Markets

Natasha Vij Greiner, SEC

9:30 a.m. – 10:15 a.m.

Trends in Clearing

CCPs and clearing firms discuss the latest developments in the clearing of listed and other derivatives, including margin transparency, regulatory issues and changing structures and services.

moderator

Jackie Mesa, FIA

Panelists

Ruth Arnould, Bank of America

Lisa Cavallari, Russell Investments
John Horkan, LSEG
Erik Mueller, Eurex
Rogier Van Kempen, J.P. Morgan

10:15 a.m. – 11:00 a.m.

Keynote: Washington Regulatory Policy Conversation

Discussion exploring the aftermath of the election and recent SCOTUS Chevron reversal. Will it be status quo or a retreat from regulatory activism? What changes in approach will be necessary in response to the abandonment of Chevron?

moderator

Lindsay Gurbacki, Alliance Bernstein

SPEAKER

Hester Peirce, SEC

11:00 a.m.

Forum Concludes

Program

Our program offers a comprehensive review of the most critical derivatives issues. Explore our program-at-a-glance and check back for updates; you can view the 2021 virtual program here.

Please note: all times are Pacific Time (PT) and subject to change.

Monday, February 7

2:45 p.m. - 3:00 p.m.

Opening Remarks

3:00 p.m. - 3:30 p.m.

Keynote Interview

3:30 p.m. - 4:15 p.m.

Panel Discussion: State of the Derivatives Markets

4:30 p.m. - 5:15 p.m.

Panel Discussion: Diversity and the Future of Work

Tuesday, February 8

8:30 a.m. - 9:00 a.m.

Keynote Address

9:00 a.m. - 9:45 a.m.

Panel Discussion: Regulatory Outlook

9:45 a.m. - 10:15 a.m.

Networking Break

10:15 a.m. - 11:00 a.m.

Panel Discussion: UMR

11:00 a.m. - 11:30 a.m.

Networking Break

11:30 a.m. - 12:15 p.m.

Panel Discussion: Clearing

12:15 p.m. - 12:45 p.m.

Keynote Fireside Chat

12:45 p.m. - 1:45 p.m.

Networking Lunch

2:00 p.m. - 2:45 p.m.

Panel Discussion: MRAC

2:45 p.m. - 3:15 p.m.

Networking Break

3:15 p.m. - 4:00 p.m.

Breakout Session: Operations and Modernization of Post-Trade Processes

3:15 p.m. - 4:00 p.m.

Breakout Session: Deep Dive on Securities Based Swaps Compliance

5:00 p.m. - 6:00 p.m.

Polar Plunge benefitting Operation Helping Hand

Wednesday, February 9

8:30 a.m. - 9:00 a.m.

Keynote Address

9:00 a.m. - 9:45 a.m.

Panel Discussion: Global Issues

9:45 a.m. - 10:15 a.m.

Networking Break

10:15 a.m. - 11:00 a.m.

Panel Discussion: ESG

11:00 a.m. - 11:20 a.m.

Networking Break

11:20 a.m. - 12:05 p.m.

Panel Discussion: New Products

See you soon.

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