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The industry is rapidly evolving . The things that may have kept you up at night last year have likely been replaced with new headlines, filled with emerging trends and market developments. Omgeo’s position among trade counterparties, industry associations and regulatory bodies gives us a unique perspective on the issues that affect our community. We are pleased to share our points of view.*
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| Events AMF Member Meeting 8, February 2012 New York, NY Featuring Ana Lotharius, Global Product Manager, Omgeo BVI 9 February 2012 Frankfurt, Germany Omgeo to exhibit | |
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 Matthew NelsonExecutive Director, Strategy | Postcards from the Edge Part II: Crisis Revisited 9 December, 2010 In 2009, Omgeo’s Advisory Board discussed tactics for surviving the business environment as the markets were struggling and the industry was reeling from the losses of Bear Stearns and Lehman Brothers. Now two years later, has anything changed? Uncertainty over economic conditions, regulation and the future of the industry is still with us. Will markets ever return to normal? |
 Bill MeenaghanGlobal Product Manager for ALERT | Moving One Step Closer to a Global LEI 20 October, 2011 Support from the G20 group of finance ministers and central bank governors for a global legal entity identifier (LEI) system is a promising development and one that, we hope, will encourage momentum towards the adoption of the LEI standard. |
 Martin LoxleyDirector of Collateral Management | Technology Can Smooth OTC Transition 6 October, 2011 Regulatory reform in the OTC derivatives market will force changes in the way firms manage their collateral exposures, leaving participants concerned about the increasing complexity of the market. |
 Marianne BrownPresident and Chief Executive Officer | Post-Trade Infrastructure: a Board Level Topic 17 August, 2011 The middle office was traditionally left out in the cold in comparison to the board level attention once given to the front office, but the collapse of Lehman in 2008 put an end to that. Post-trade topics have firmly secured their presence in the boardroom. Typically, ownership of this topic tends to be CROs and CTOs, but the subject can often venture as far up as the COO. |
| Marianne Brown President and Chief Executive Officer | One Community, 10 Years, a Million Thanks! 5 May, 2011 The financial services industry has experienced a lot of change over the past decade. As Omgeo celebrates its 10th anniversary, we are proud to have been a key part of the evolving financial markets landscape. The growth in the use of electronic trading, faster execution speeds, the flourishing of more sophisticated technology and exploding data volumes, punctured by financial downturns and a number of geopolitical events that have affected the global economy, have all shaped our community during the past ten years. |
 Tony FreemanDirector of Industry Relations, EMEA | Part One of the T+2 Checklist: Greater Automation for the Buy-Side 26 May, 2011 In a recent industry webinar hosted by Omgeo on the Countdown to T+2, a panel of sell-side, buy-side and other industry participants discussed the prerequisites for the achievement of shorter settlement cycles across Europe. |
 Mark BoucheaDirector of Product Management | Maintaining Data Quality to Manage Operational Risk 8 December, 2010 The economic events of the past two years have shown us that there are many business processes we cannot control. Things we thought were statistically impossible – such as the failure of the largest brokers or poor loan batches labeled with good credit ratings – and other uncertainties have now become the norm when evaluating risk. |
 Marianne BrownPresident and Chief Executive Officer | Failsafe: Quicker Trade Affirmation = Better Settlement Efficiency 15 November, 2010 An old saying states that nothing good ever happens between execution and settlement. The truth is that there is a reduced chance of trade failure if you lock in your trade with your counterparty as quickly as possible. Recent analysis that we have conducted with Global Custodian magazine shows that should the details of a trade be verified on the same day that it is executed (Same Day Affirmation), it will have a much higher chance of settling on time – and be much less likely to fail. |
 Lee CutroneManaging Director, Industry Relations | Canada - Ripe for CCP Benefits 1 September, 2010 Omgeo recently moderated a panel on the opportunities, challenges and the future of central counterparties (CCPs) and central clearing in Canada. Along with the panellists and industry members, we discussed how central clearing can reduce counterparty risk and cost, the demand for advanced and flexible technology solutions, the need for cross-border interoperability and the benefits of a virtual matching utility in Canada. |
| Tony Freeman Director of Industry Relations, EMEA | Omgeo Named Best Exceptions and Reconciliation Management Provider in 2010 Water Rankings 27 July, 2010 Exception processing is the secret sauce that allows firms to operate more efficiently in today’s changing environment by placing focus on potential problems. Investment managers, broker/dealers, hedge funds, and service providers all use this process to “do more with less” when it comes to processing more trades with less people. |
| Tony Freeman Director of Industry Relations, EMEA | Collateral Management - The Buy-Side on Its Way 15 June, 2010 With a seemingly calmer market and a drive towards increased transparency, investors and counterparties are seeking ways to effectively and efficiently manage their collateral. This wasn’t always the case, particularly on the buy-side. Events over the past two years, including game-changers like the collapse of Lehman Brothers, have caught most firms, both on the buy-side and sell-side, off guard. It was a wakeup call when they realized that the systems and technology they had in place to manage collateral and counterparty risk , for lack of a better term, was inadequate. Buy-side firms are now moving rapidly to implement collateral management systems, to prevent this from happening again in the event of a future crisis. They won’t be caught off guard again. |
| Matthew Nelson Executive Director, Strategy | Watch Your Step! Managing the Increase in SMA Step-Out Trades 1 July, 2010 Despite challenging conditions, assets in separately managed accounts (“SMA”) have maintained a very healthy level of growth, averaging nearly 20% per annum for the past several years. Industry observer FRC expects that assets in these customized portfolios will rise to $1.8 trillion by 2014. But this growth, while good for SMA managers’ revenue, requires a major operational undertaking. |
| Tony Freeman Director of Industry Relations, EMEA | An Evolving Market: OTC Derivatives and the Changing Regulatory Environment 15 June, 2010 Although the Congressional conference committee is still negotiating details of the final version of the bill, the buy-side is already looking for ways it can prepare before the regulatory hammer falls. No matter the details, buy-side firms will need to focus on building better, more automated, trading, management and reporting systems. |
| Matthew Nelson Executive Director, Strategy | Despite Roller Coaster Ride, Hedge Funds are Still the Place to Be 19 May, 2010 Today hedge funds face the specter of pending regulation and unfriendly politicians eager to place blame on hedge fund managers. Even in light of these challenges, it seems that hedge funds are still the envy of Wall Street. Reports of enormous paydays for fund managers, outside investment from sell-side firms and increasing allocations from institutional investors are evidence that it’s still good to be a “hedgie.” |
| Tony Freeman Director of Industry Relations, EMEA | Managing OTC Derivatives: Never Waste a Good Crisis 12 April, 2010 Many in the political world have focused in on OTC derivatives, specifically credit default swaps (CDSs), as the main culprit for the “great recession.” While every crisis needs a good scapegoat, the reality is that CDSs did not cause this crisis. Tim Lind discusses the importance of counterparty risk in his latest blog. |
| Lee Cutrone Managing Director, Industry Relations | The Canadian Bunny Hop: Two Steps Forward, One Step Back 22 March 2010 Canadian regulation has brought much needed attention to the post-trade processing cycle in other markets around the world. However, this global momentum has recently been threatened by the possibility that the Canadian Securities Administrators will indefinitely postpone the final phase-in of NI 24-101’s trade date matching requirement. Lee Cutrone discusses the impacts that could not only shape Canada’s post-trade environment, but the way countries around the globe approach settlement cycles. |
| Matthew Nelson Executive Director, Strategy | In Today’s World, Operations Does Matter for Hedge Funds 22 February, 2010 The results from Greenwich Associates’ recent survey, “A New Dawn for Hedge Fund Operations”, provides interesting insights into the changed role of operations in the hedge fund industry. Historically operations were an afterthought. But as a result of the Madoff scandal, the Lehman Brothers collapse, and other high profile incidents that had a direct connection to operations, the paradigm has changed. |
| Lee Cutrone Managing Director, Industry Relations | Shortening Settlement Cycles? Think Same Day Affirmation 4 January, 2010 Discussions continue to heat up in Europe and other regions around the world whenever the subject of shortening trade settlement cycles is raised. True, there may be an honest debate over the viability and practicality of instituting such a change, but one thing that is undeniable is that regulators must keep in mind the importance of robust post-trade infrastructures and harmonized operating models for market participants. |
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| *All posts by the author, guest author and visitors reflect their personal thoughts and opinions which are not necessarily those of Omgeo. Omgeo is not responsible for any inappropriate, offensive, harmful or unlawful remarks such persons might make when expressing their personal views on a matter. |
