1. education
2. alumni and reunions

27 - 28 October 2015
Trump International, Miami
Day One: Tuesday 27 October
09:00 Coffee & Registration
09:30 Chairman’s Opening Remarks
09:40 Keynote: The Future Model Of Custody And Securities Services
BNP PARIBAS (speaker to be announced)
10:10 Investigating The Impacts Of Regulatory & Market Infrastructure Change On The Securities
Industry (& Is There A Specific “Americas” Perspective On This?)
Jennifer Marietta-Westberg
Deputy Director and Deputy Chief Economist
U.S. Securities and Exchange Commission (invited)
10:40 Counterparty And Enterprise Risk Management – How Do We Prepare Ourselves To The
Best Of Our Ability?
CAPITAL GROUP (tbc)
11:10 Morning Coffee
11:30 Panel: Due Diligence In Practice – Is There A Standardised Approach We Should Be Aiming
For And How To Determine What Is Essential From A Risk And Regulatory Perspective
Georgiana Alleva-Bobe
FVP, Head of Network Management
SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED
12:15 Contingency Planning And Alternative Providers - How Feasible Is This?
Kevin Molloy
Global Head of Network Management & Correspondent Banking
STATE STREET
Louis Schwartz
Senior Vice President - Regional Head of Network Management - Western Hemisphere (the
Americas)
NORTHERN TRUST
Corey Cunningham
Director - International Securities Operations
SCOTIABANK
Learn more and register today:
Online: www.icbi-events.com/nemaamericas
Tel: +44 (0) 20 7017 7200
Email: [email protected]
14:00 Lunch & Country Roundtables
 Colombia
 Mexico
 Chile - DCV
 Brazil
14:10 CSDs In The Spotlight – What Are The Current Challenges In The Region? And What Are
The New Services In The Pipeline?
Jorge Hernan Jaramillo Ossa
President
DECEVAL (Colombia)
Roberto Gonzales Barrera
MD - Post Trade Division Head
GRUPO BOLSA MEXICANA DE VALORES
Simone Acioli
Executive Director Operations
CETIP (tbc)
14:50 T+2 And Update On The Shortening Settlement Cycle – At What Stage Are We Now?
Jean Desgagne
President & CEO
THE CANADIAN DEPOSITORY FOR SECURITIES
Louis Rosato
Director of Operations
BLACKROCK
15:30 T2S – 4 Month Update And Lessons Learnt
Marc Bayle
Director General, Market Infrastructure and Payments
EUROPEAN CENTRAL BANK
15:50 Afternoon Tea
16:10 Panel: How Are We All Handling The Global Regulatory Tide Across Increasingly Globalised
Locations and Clients?
Michael Perkins
Regional Head Of Network, Americas
STATE STREET
Petri Luukkanen
Global Governance - Banking Services Management
BANK OF AMERICA MERRILL LYNCH (tbc)
Marshall Millsap
MD – Global Market Infrastructures
JPMORGAN
Learn more and register today:
Online: www.icbi-events.com/nemaamericas
Tel: +44 (0) 20 7017 7200
Email: [email protected]
16:50 Investment Manager Panel: The Future Model Of Custody Services - What Are The Service
Areas With Opportunity To Improve And Those Which Are The Top Rated Today?
Jaime de la Barra
Founding Partner
COMPASS GROUP, Chile
Yaz Abbas
Director, Global Custody Network Management, Investment Division
MANULIFE (tbc)
FRANKLIN TEMPLETON (tbc)
17:30 Chairman’s Closing Remarks
17:40 Evening NeMa Reception
Day Two: Wednesday 28 October
08:15 – 09:00
Breakfast Briefing:
“Network Management Staffing Models”
Is significant coverage in place to support increasing regulations and client demands? What do other
Global Custodian Network Management staffing models look like?
09:00 Welcome Coffee
09:20 Chairman’s Opening Remarks
09:30 Brazil Economy In Focus – What Lies Ahead?
Ilan Goldfjan
Chief Economist
Itaú Unibanco
10:00 What’s Top Of The Agenda For The Network Manager Covering Latin America? And Are
There Enough Providers In The Region?
George Peacock
Director – Regional Head of Global Network Manegement
CREDIT SUISSE
10:30 Panel: Lessons Learnt From Argentina – What Were The Key Operational Challenges For
Network Managers & Investors?
Mike Drake
VP – Investor Services, BROWN BROTHERS HARRIMAN
11:10 Morning Coffee
11:40 Central America In Focus – Update On The Panama Hub
(speaker to be announced)
Learn more and register today:
Online: www.icbi-events.com/nemaamericas
Tel: +44 (0) 20 7017 7200
Email: [email protected]
12:10 Panel: Innovation – What Will Really Take The Industry Forward?
Philippe Laurensy
Regional Head and Director, Relationship Management
EUROCLEAR
SWIFT (tbc)
12:50 Lunch & Country Roundtables
 Argentina
 Peru - CAVALI
 Canada
 USA
14:00 AML & KYC – How To Address For The South American Markets
(speaker to be announced)
14:30 Investigating Increasing Risk Management And Compliance Requirements For Use Of Third
Parties Under New Regulations
Marshall Millsap
MD – Global Market Infrastructures
JPMORGAN
15:00 Technology and Disruption – How Will The Landscape Change In The Coming Years?
(speaker tbc)
15:30 Chairman’s Closing Remarks
15:40
End Of NeMa Americas 2015
Promotional opportunities at NeMa Americas 2015:
Please contact Jeff Ong to discuss tailored thought-leadership opportunities that create brand-value
and leverage networking opportunities among senior executives from the Custody and Securities
Operations community in the Americas:
Tel: +44 (0) 20 7017 7240
|
Email: [email protected]
Learn more and register today:
Online: www.icbi-events.com/nemaamericas
Tel: +44 (0) 20 7017 7200
Email: [email protected]
PRIORITY BOOKING FORM
NEMA AMERICAS- NETWORK MANAGEMENT FORUM AMERICAS 2015
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Conference Dates: 14 - 15 October 2015 Venue: Miami, USA
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DATES
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 2 Day Package – Main Conference
28 - 29
October 2015
$2,099
$400
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$2,499
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