Finance Conferences and Events

Hear from senior level executives from the Banking and Energy Trading industries and discover candid case studies and collate knowledge from industry leaders, returning to your desk certain of the derivatives funding and valuation spaces. Current speakers include the Federal Reserve Board, UBS, Wells Fargo, Scotia Capital, BNY Mellon, Barclays Capital and many more!

By Attending This Event You Will:

1. Examine the way forward with CVA calculation and implementation

2. Understand the role of DVA and the recent controversies related to it

3. Illuminate the differing methodologies and the search for an industry wide standard with CSA's

4. Delve into recent case studies and example curves for OIS discounting

5. Realize the implications of Basel III and its capital requirements

6. Scrutinize the assumed triple A rating of clearinghouses as counterparties

For a $200 Discount for QFINANCE readers! Mention "QFINANCE" to Michele Westergaard at Michelew@marcusevansch.com

Salvo's two day course on advanced risk management for banking institutions focuses on the best practices in modeling liquidity risk undertaken by leading financial institutions after the lessons learned from the global financial crisis. The course tackles liquidity risk in conjunction with other risk categories (traditionally seen as disjoint risk classes) such as market and credit risk. The course leads the attendees through all relevant liquidity risk measures that are being adapted to reflect the newly created complexities of modern financial markets such as analytics, forecasting, measurement and risk indicators & metrics. In addition, the course will cover the key areas of funds transfer pricing, stress testing, contingent planning and the new regulatory requirements under Basel III.

Upon completing this 2-day Masterclass, You will be able to

- Effectively define and articulate a comprehensive liquidity risk appetite and operationalize it into the day to day risk taking activities

- Redefine Liquidity stress testing scenarios and assumptions to the extent required, such as in a Black swan event scenario

- Develop an effective and plausible contingency plan to ensure continuity, viability and effectiveness

- Design and Build an allocation framework for liquidity that is acceptable to various business units

- Understand and learn about all relevant liquidity risk measures that are being adapted to reflect the newly created complexities of modern financial markets

- Gain in-depth knowledge on key areas of fund transfer pricing, stress testing, contingent planning and the new regulatory requirements under Basel III

Where are we today and where will we be in five years? That is the question that will be discussed to open the 9th Annual Pan-European Retail Banking Conference. Following eight previous successful events, the conference will be held on the 22nd and 23rd of May 2012 in London, one of the world's largest financial centers.

More than 180 senior retail banking executives attended the conference last year and got unique insights into strategies used by their peers. This year's retail banking event will provide participants with the latest case studies on business strategies and retail banking products in the entire region.

All delegates will learn when a new customer should be contacted, which channel is most effective in on-boarding outreach, what is the best cross sell strategy for new customers and what is the future of branch banking.

Participants will have the opportunity to meet Heads of Strategy, Heads of Retail, CEOs, Retail Banking Managing Directors, Heads of Product Management, Heads of Retail Distribution, Heads of Retail Strategy, Heads of Retail Online Banking, Heads of Retail Services, Heads of Retail Channels, Heads of Customer Propositions representing award winning European banks.

- Hear from the SEC and PCAOB on recent court rulings and proposed requirements that are expected to impact SOX practices across the board

- Identify the latest strategies being utilized to ensure that SOX is a continuous process rather than an annual compliance exercise

- Formulate methodologies to gain greater efficiency through the deployment of a risk-based approach

- Realize the necessity of a cross-functional structured training and continuing education curriculum to ensure consistent performance of SOX controls and integrated GRC efforts

- Ascertain the impact a cross application of controls will have for SOX and greater GRC efforts

- Analyze strategies to engage external auditors in the front end to establish common goals and reduce external expenditures

With a one-track focus, the SOX Compliance & Evolution to GRC Conference is a highly intensive, content-driven event that includes case studies, presentations and panel discussions over two full days.

For more information, please contact Lisa Egebrecht at the address below.

Building a financial data management strategy according to all market requirements and needs is a must. Fleming Europe's brand new event, the Financial Data Management Forum, to be held in intriguing Amsterdam, on the 22nd and 23rd of May 2012, was designed to deliver new approaches and proven strategies of financial data management to comply with regulatory requirements and minimize systemic risk.

This forum will cover issues of data management, data modeling, data protection, cloud computing and market data under the same roof. All delegates will have the opportunity to understand how new regulations can affect the financial operations in a company and learn how to ensure optimal data quality in a data channel, improve risk management, and increase data security.

This highly-interactive event will feature four case studies and an interactive workshop- Portfolio Management in Financial Institutions Using Advanced Intelligent Methods, led by:

- Prof. dr. sc. Goran Klepac, Raiffeisen Bank, Head of Strategic Development and Reporting Department

- Robert Kopal, Ph.D., Dean of University College for Law and Finance Effectus in Zagreb

The Financial Data Management Forum will welcome a very limited audience to provide closer networking opportunities and more interactive panel discussions on:

- the different opinions on the new regulations – regulatory bodies vs. regulation users (led by Francis Gross, European Central Bank, Head of Division, External Statistics)

managing costs in tough times (led by Olivier Rose, Societe Generale Securities Services, Head of Project & Market Data)

The recent turbulent changes in the industry make it clear that banks, along with their corporate clients, can only stay competitive by daring to be different. Fleming Europe's 6th Annual Corporate Banking event, to be held in Prague, on the 23rd and 24th of May 2012, will help its participants design new strategies to adapt to new regulations, requirements and EU control systems.

After five successful conferences, Fleming Europe now unveils its 6th Annual Corporate Banking event. All attendees will have the unique opportunity to network with representatives from the top 15 banks in the EU and learn about all major issues in corporate banking under one roof.

SPECIAL CASE STUDY:

- Lloyds Banking Group's Partnership with the London 2012 Olympic and Paralympic Games, led by Chris Daniels, Lloyds TSB, Head of London 2012 Activation

Other SPECIAL FEATURES:

- Corporate Discussion Panel: Corporate Banking from the Side of the Corporation

- Exciting new voting session

- One-on-one Speaker Session: An exclusive point of view on BASEL III from bankers and the Basel Committee, followed by an interactive discussion

It has proved possible to survive the financial crises and, with the right information, it is also possible to benefit from it. Equity derivatives can help. Fleming Europe's Equity Derivatives Masterclass, to be held in Frankfurt, Germany, on the 24th and 25th of May 2012, will provide all participants with a clear understanding of equity derivatives from a practical point of view, in order to find the right type of investment combination. Course level: beginner.

The course will be led by Alberto Cherubini, principal at EQ Finance, with a wide professional experience in trading most financial instruments, including the whole spectrum of equity derivatives and risk management. All delegates will be able to:

- Understand equity derivatives valuation, hedging and risk management

- Acquire practical knowledge through Excel exercises

- Gain insights on the main products, varying from delta-1 products, such as forwards and futures, to equity options

- Familiarize with the use of these products from both a buy-side and a sell-side perspective, including strategies deployed by various kinds of investors, hedgers, and speculators

- Identify the roles of main players in the current markets, typical customer flows and the structure of supply-demand

- Learn about volatility and the Black-Scholes framework by avoiding stochastic calculus to focus on intuitive understanding and applications

- Find out the practical implications on trading and risk management of vanilla portfolios

- Adopt the concepts and issues relevant in modern practice

An efficient set-up for back office organization can be a strategic advantage in the overall business model. Fleming Europe's 9th annual event of the successful Back Office series will provide its participants with insights on operational excellence, cost efficiencies, reliable automation and much more. The 9th Annual Back Office Forum will be held in Amsterdam, on the 24th and 25th of May 2012.

This year's forum will unveil how the back office can add value to a business in an unstable environment with the financial crises threatening to come back. The event is a great opportunity to learn about different back offices in various organizational environments. All attendees will be able to gain knowledge on how to:

- Bring back office efficiencies to the next level

- Unlock the gate to cost reduction through operational excellence

- Develop reliable performance monitoring and benchmarks

- Master the art of back office organization

- Achieve as much STP and automation as possible

- Optimize the relation between operations and IT

- Stimulate analytical minds and talents of the best back office personnel

Special features:

- Inspirational case studies

- Interactive focused roundtable discussions

- Operations to IT hard talks

Internal auditing is crucial for organizations trying to adapt to the current financial situation, as it's designed to identify and address significant challenges. The 6th Annual Internal Audit for Financial Institutions Conference, to be held at Radisson Blu Hotel, in Amsterdam, on the 24th and 25th of May 2012, will unveil the major challenges of Internal Audit in the context of the Euro crisis, featuring a special appearance by Jon Shatford (New Scotland Yard, JP Morgan).

Encouraged by the success of last year's event, Fleming Europe has organized for the 6th time the only Internal Audit conference focused on Financial Institutions that has attracted more than 500 top auditors from leading financial institutions worldwide.

All participants will have the possibility to:

- Understand the major challenges of Internal Audit in times of euro crisis

- Explore the new regulatory developments and their impact on internal audits

- Get to know the best practices of audit reporting

- Improve fraud prevention and fraud combating

- Expand your connections by networking and benchmarking

Jon Shatford, a former Metropolitan Police officer from New Scotland Yard, now the Head of Investigations (EMEA) at JP Morgan, will provide all participants with a special insight on internal fraud risks and how to prevent them.

Designing winning asset and fund strategies has become crucial for overcoming the new regulations issues, financial market turbulences and general public distrust. The 2nd Annual Asset and Fund Management Forum to be held in Prague, on the 24th and 25th of May 2012, will help participants understand CEE, SEE and CIS markets and gain expert insights from Western European asset and fund managers. ,

All attendees will be able to gain expert insights on:

- Designing a winning pension fund strategy in the CEE region: A case study of the largest 2nd pillar fund in Lithuania, from Gediminas Milieska, CEO, SEB Wealth Management, Lithuania (IPE Award winner: Best Pension fund in CEE)

- Building a Blockbuster Fund – Bringing Star Quality: "How to..." session, led by Hans van Houwelingen, CEO, ING Investment Management Poland

- Effectively Resolving Regulatory Burdens: Brainstorming Sit-Down Panel

… And a variety of other case studies, discussion panels, roundtable discussions and an interactive workshop, along with inspirational presentations on:

- The latest trends, developments, macro & micro-economic updates and more

- Better innovations in asset and fund management

- The impact of the regulations on the industry and the businesses

- How does the changing environment impact a business model

The 2nd Middle East SME Forum 2012 on 28th & 29th May at Grand Hyatt – Doha, Qatar

Understand aspects of SME initiatives, economical and financial role in SME growth and entrepreneurship perspective in the Middle east. Eminent speakers, relevant case studies and expert advisory panel discussions would be highlights of the conference thus providing opportunity for networking and enhancing the scope of the SME sector in Middle East.

Attending This Event Will Enable You to:

- Understand how the SME Ecosystem works in the Middle East

- Explore the challenges and opportunities towards business start ups

- Nurturing with best practices and successful stories in the region's SME sector

- Key learnings on how to establish the SME through various mechanisms

- Update yourself with government initiatives towards boosting the SME sector

- Identify key projects lined up for SMEs to grow their businesses

- Great Networking and Business Development Opportunities

The 8th Annual Middle East Project Finance Forum to be held on 29 - 30 May 2012, Dubai - UAE.

In lieu of the current Euro-crisis and Basel III implementation project finance in the Middle East has seen a setback due to the volatile liquidity situation in regards with funding as most of the projects were backed by major lenders in the EU. This Forum will look into cases where the industry has worked out alternative solutions to keep funding their projects.

Read exclusive pre - event interviews with our speakers as they elaborate on the current industry needs and the relevance of their topics.

Attending This Event Will Enable You to:

- Impact of the Eurocrisis on Project Finance in the Middle East

- Basel 3 Regulation(s) and it's effect on Liquidity

- Importance of ECA and Islamic Finance in the current economic climate

- The Emerging significance of Project Bonds (and DebtCapital Markets)

- Financial Expansion and Structure – alternative

This marcus evans conference will delve into the true practicalities of implementing FTP and how this will transform the way you manage your balance sheet. Leading banks including Scotiabank, Deutsche Bank, Federal Reserve of Richmond and Citigroup will showcase their case studies at this two-day premiere event, to share their experience of integrating the FTP framework within their businesses.

Attending this premiere conference will enable you to:

• Examine the impact of global and local regulation on your FTP strategy

• Uncover the basic building blocks to successful FTP implementation

• Discuss the optimal models used for pricing the likes of deposits, mortgages and credit cards

• Establish best practices for proactively managing the balance sheet

• Assess FTP's role in strategic planning

Energy market participants are facing one of the most sweeping regulatory developments in recent history with the Dodd-Frank Wall Street Reform and Consumer Protection Act. With significantly increased regulatory authority delegated to FERC and the CFTC, and the lack of detailed rules, the current regulatory climate creates an unprecedented amount of legal and financial uncertainty across energy markets. As the regulatory landscape continues to evolve, it is imperative for energy professionals to understand the ramifications of this new regulatory and enforcement structure in order to ensure compliance.

Hear from leading executives on how to identify the latest regulatory and legal developments affecting the energy trading industry. Conference attendees will gain a clear understanding of new FERC and CFTC rules and how to proactively facilitate regulatory compliance in the long term.

This conference is a highly intensive, content-driven event that includes workshops, presentations and panel discussions over two days. The event is targeted towards industry leaders in trade compliance, commodities compliance, general and lead in-house counsel, regulatory affairs and regulatory policy roles in order to provide an intimate atmosphere for both delegates and speakers.

Salvo Global's three day course on Strategic ALM and Capital Adequacy is designed to provide ALM related professionals with practical "hands-on" skills that they can apply to their work place immediately. Delegates will review strategic and tactical considerations in traditional ALM frameworks extending the analysis to gain a greater understanding of technical and operational aspects of modern global ALM in a variety of financial institutions. This course will elaborate on how ALM can be successfully integrated into the overall strategic direction of the financial institution. It also teaches how all forms of financial exposure can be defined, measured, monitored and managed.

The aim of this program is to provide participants with a thorough understanding of key issues of modern asset & liability management and its relation to risk & capital Management. In addition, the course will cover the key areas of funds transfer pricing, stress testing, contingent planning and the new regulatory requirements under Basel III.

Upon completing this 3-day Masterclass, You will be able to

- Understand the key issues, aspects and tools of modern strategic Asset & Liability management and its relation to risk & capital Management.

- Recognize key risks associated with ALM and effectively manage and administer NII risks with interest rate and foreign exchange derivatives.

- Ensure capital adequacy and control capital in an integrated approach.

- Develop an internal economic capital concept and design a risk-adjusted performance measurement scheme relative to regulatory and economic capital

- Learn about all relevant ALM measures that are being adapted to reflect the newly created complexities of modern financial markets.

- Gain in-depth knowledge on key areas of fund transfer pricing, stress testing, contingent planning and the new regulatory requirements under Basel III.

By including executives charged with balancing the evolving compliance issues and the integration of a risk-based approach to governance, risk and compliance, the 5th Annual SOX/MAR for Insurance Conference will provide a practical approach to identifying the latest regulatory developments affecting the internal auditors in the re/insurance industry. In addition, it will offer a unique opportunity to review the required blend of compliance and risk-based strategies and methodologies neccessary to meet federal and state mandates while developing greater efficiency across their GRC.

In addition to benefiting from a dynamic presentation format consisting of workshops, interactive panel discussions and case studies, you will experience:

-Highly Interactive Conference Sessions - Based on our classroom style setting, you will not be lost in the crowd!

-Access to over 15 key sessions from experience practitioners

-Featuring 10-15 Minutes of Q&A Time After Each Presentation-Ensuring your specific questions and concerns are addressed

-Engage in 4 Hours of Networking - Creating an environment for robust idea sharing and making new contacts

-Secure Online Access to Materials Post-Event -Convenient reference to content back at your office to discuss with your colleagues

As an important part of the financial market, China's bond market has been growing at a remarkable speed and at the same time, the government is actively preparing the legal frames has made a lot of beneficial policies to expand the markets both home and abroad.

Bond China Congress 2012 is poised to gather above 200 delegates from both Chinese and international capital markets and to focus on hot issues including: the regulatory reform of China's bond market, the high-yield bond, corporate bond, bond derivatives, offshore bond financing, the onshore investment, risk mitigation, credit rating, transaction and clearing, etc.

Hear from senior level executives from the CFTC, Credit Suisse, Morgan Stanley, Citi, Maybank and many more to address current market trends in fixed income electronic trading.

Case studies will be showcased with speakers, sharing their experience within e-trading, including highlighting products from cash bonds through CDS, opening up a space for discussion of algorithmic trading and the move towards more autonomous trading.

By Attending This Event You Will:

1. Review regulatory changes in the commodities space

2. Examine algorithmic trading in fixed income markets

3. Combat volatility and e-trading

4. Build a portfolio around electronic and OTC methodology

5. Implement e-trading innovation in the fixed income e-trading space

6. Learn to integrate new products into e-trading, including CDS and SEFs

For a $200 Discount for Automated Trader readers! Mention "QFINANCE" to Michele Westergaard at Michelew@marcusevansch.com

Actual losses, new central clearing requirements and global regulatory standards are directly affecting banks, asset managers, insurance companies and collateral players. To help businesses excel in managing their collateral, Fleming Europe has organized the 6th Annual Collateral Management Conference (Amsterdam, 9-10 October 2012)

Last year's event brought together more than 100 senior-level delegates from 25 countries to share experiences and discuss burning issues regarding effective collateral management strategies.

"Magnifique! The conference was excellent! Compared to other similar events, each presentation really brought content and industry knowledge to the topics covered with state-of-the-art specialists at European level" said one of our past delegates (Head of SGSS FAS Asset Servicing, France).

There is a limited number of opportunities for industry representatives to share their expertise. To become part of our expert speaker panel contact Sonia Bausova at +421 257 272 309, e-mail sonia.bausova@flemingeurope.com. The event will focus on the following topics:

- New challenges in collateral management

- Best practice for the OTC derivatives collateral process

- CCP use of collateral under Basel III / EMIR / Dodd-Frank

- Liquidity aspects

- Automating the post-trade processing chain

- Selecting the best strategies and technology to meet collateral demands

- Crisis Management – default of a counterparty

- Dispute resolution

- How does the Collateral Management approach of asset managers change?

- Securities lending – a different world

- Repo – a dying product?

To be among the first to receive the event agenda, please fill out the form on the website.

Join us! On the inaugural Private Banking & Economic Forum 2012 held by the auspices Fleming Gulf in Singapore on 28 – 29 June 2012. This forum offers an analysis on economic perspective of wealth development in Asia-Pacific, focusing especially on the causes and consequences of the current financial status, domination and future opportunities.