 Tim LindManaging Director, Strategic Planning | A Central Clearing Party – A Good Start, But Not the Entire Solution 1 March, 2009 With so much discussion over market reform and a search for the best fix for the state of the economy, one of the most pressing issues pertains to the proposal of a central clearing party to deal with credit-default swaps. |
 Jack Dixon Director, Derivatives | From Big Picture to Practical Application: How Omgeo’s Reconciliation Forums Support the Industry 10 September, 2009 ISDA has made great progress in setting industry targets and principles, or best practices, for derivatives reconciliation. To begin with, the Collateral Committee has led the setting of reconciliation targets to be committed by the industry to the regulators. These are high level commitments such as all portfolios over 500 positions will be reconciled at least once a week and to report the count of mark to market breaks over 10 million. |
| Jack Dixon Director, Derivatives | Collateral Management with the Buy-Side Establishing Efficiencies in the Process 31 March, 2009 Counterparty risk management has become a very important term over the past 18 months and there are many things to address with the processes necessary to support this area. |
| Tim Lind Managing Director, Strategic Planning | It's Time to Invest, Not Cut-Back, for the Operational Risk Long Haul 11 February, 2009 There is no doubt that today’s markets are in panic mode. Extreme volatility, record losses and debate over the regulatory shake-out are enough to send any company, financial or not, into a cost-cutting mindset. The market events that we’ve witnessed over the past year and a half fell outside any predictions, even “worst-case scenario” models, causing investors and traders to lose confidence in the financial system. |
 Matthew NelsonDirector, Market Intelligence | The Role of Risk in the Collapse of Wall Street 12 January, 2009 With Lehman Brothers having followed the ill-trodden footsteps of Bear Stearns, many have questioned the risk management capabilities, techniques and desire of Wall Street. |
| Matthew Nelson Director, Market Intelligence | What Can We Expect for 2009? Perhaps a Return to Basics 12 January, 2009 2008 was an incredibly turbulent year that has seen banks and brokers collapse, government bailouts and the nationalization of banks and lenders, massive asset write-downs, layoffs and huge financial losses for nearly all investors. |
 Tony Freeman Director of Industry Relations EMEA | Is the Mist Clearing? 12 January, 2009 At the beginning of a New Year one must always contemplate the difficulty of coming back to work after enjoying a couple of festive weeks off. So there I was last Monday embroiled in a taxing struggle to save myself from an hour or two of naval gazing and thumb twiddling and found myself listening to the Bernard Madoff hearing in Washington. |
| Tony Freeman Director of Industry Relations EMEA | Bridging the Gap The front office will always move at a faster pace than the middle and back office, and the industry understands this. We have however now moved into dangerous territory because the gap between the two areas has been allowed to expand and investment in the post-execution environment has been neglected. |
| Tony Freeman Director of Industry Relations EMEA | A central CCP may not be the way for OTC The financial crisis has brought the issues of risk and exposure to the fore and with that come the usual search for a scapegoat. |
| Tony Freeman Director of Industry Relations EMEA | Long and short is no longer black and white The “hedgification” of the traditional long-only fund management segments is gathering pace. Changes to UCITS3 and the increasing warmth of plan sponsors to techniques previously reserved for the hedge-fund sector have introduced leverage, shorting and routine usage of derivatives. |
| Tony Freeman Director of Industry Relations EMEA | It’s a Risky Business This time two years ago, the industry seemed to be growing tired of talking about operational efficiency. Read why STP and automation are alive, well and more critical than ever in today's evolving marketplace. |
| Tony Freeman Director of Industry Relations EMEA | Regulation Needn’t Be a Dirty Word There’s an old saying that you can achieve more with honey than with vinegar. However, it seems that no amount of honey will mobilise a securities industry that is in part still stuck in the dark ages when it comes to back-office innovation. Tony Freeman examines the importance of regulation as a facilitator of change in our industry. |
| Tony Freeman Director of Industry Relations EMEA | Transparency and Efficiency Key to Changing Markets Irrespective of new market practices, the efficiency of trade orders, confirmation and notifications must progress hand in hand with the development of new trading and execution strategies |
| Tony Freeman Director of Industry Relations EMEA | Outsourcing – Still Just the Beginning What are the impacts and future of investment manager outsourcing? |
| Tony Freeman Director of Industry Relations EMEA | The First Protocol Tony Freeman examines the practical implications of SWIFT’s consultation paper on removing the barriers to efficient European cross-border clearing and settlement |
| Tony Freeman Director of Industry Relations EMEA | Talk is Cheap Tony Freeman asks whether the promised transformation of the securities industry is realistic |
 Lee CutroneManaging Director, Industry Relations | ‘Buying’ in to STP 20 November, 2008 Lee Cutrone provides insight in to the current state of post-trade automation amongst the buy-side |
| Matthew Nelson Director, Market Intelligence | Hedge Funds’ Struggles Highlight Importance of Operations 3 October, 2008 Bull or bear market, operations is the grease that keeps the machine running. But in a difficult market, when the front office is struggling to eke out single basis points to please investors, operations not only keeps the machine running, but it can actually help the machine to perform better, reducing costs, risk and inefficiencies. |
 Marianne BrownPresident and Chief Executive Officer | The regulators need you... 17 September, 2008 Writing this, I come fresh from yesterday’s SIBOS panel on the merits of central authority intervention in the capital markets. The timeliness of the topic made the discussion a lively one, especially with today’s securities industry experiencing heightened scrutiny as a result of the credit crunch. |
| Tim Lind Managing Director, Strategic Planning | Hedge Funds Are Not the Root of All Evil 2 October, 2007 In one of today’s SIBOS panel debates we managed to convince an informed audience that hedge funds are not the root of all evil, and hopefully I’ll be able to convince you. |
| Lee Cutrone Managing Director, Industry Relations | Complexity Breeds Automation 1 May, 2007 Lee Cutrone, managing director, industry relations, Omgeo looks at how market and product evolution have led to great strides forward in automation. |
 John BurchenalManaging Director, Market Growth | Hedge Funds Newest Constituency to Embrace Electronic Trade Processing 21 February, 2007 John Burchenal, managing director of market growth at Omgeo, examines how the rise in hedge fund popularity has meant a greater spotlight on their operational infrastructures. |
| John Burchenal Managing Director, Market Growth | Moving into the mainstream 25 January, 2007 As the hedge fund industry matures, the infrastructure supporting it is developing in tandem. John Burchenal discusses why it is increasingly important to work closely with prime brokers and fund administrators to enable them to offer the right level of post-trade processing capabilities to hedge fund clients. |
| Lee Cutrone Managing Director, Industry Relations | Canada’s regulatory environment – Changing the tide on a global scale? 19 September, 2006 Often, the U.S. is credited with initiating much of the wide-reaching reform to the global securities industry. Regulatory initiatives such as best execution have been adopted first in the U.S. and then by European and Asian markets and have been widely recognized as beneficial to the end investor. However, there have been other markets, including Canada, that have been vying to initiate global change. |
| Lee Cutrone Managing Director, Industry Relations | Custodian Bank Outsourcing: At the Crossroads? 27 April, 2006 To many people, outsourcing conjures up the image of high-wage domestic jobs lost to lower-wage countries offshore. But to banks with large global custody businesses, outsourcing means something else entirely: providing services to large asset management clients that typically revolve around trade processing and settlement. |
| Lee Cutrone Managing Director, Industry Relations | OMGEO FIRESIDE CHAT: The 2006 U.S. Financial Services Regulatory Climate 5 December, 2005 A transcript from a lively discussion about changes in regulation between Omgeo’s Lee Cutrone, Sang Lee of Aite and Mari-Anne Pisarri of Pickard and Djinis LLP |
 Paul Skuriat Senior Analyst, Product Management | STP Benchmarking 15 November, 2005 Error rates in trading need to be corrected rather than ignored to fully see operational improvement |
 Kevin Arthur Director, Fixed Income | Fixed Income: Fixed to Automate 15 August, 2005 Kevin Arthur discusses the progress made with fixed income automation and the challenges still to be overcome |