Name: SIFMA & Broadridge Virtual Forum: US Treasury Central Clearing
Start: 2025-01-29T10:00:00-05:00
End: 2025-01-29T11:00:00-05:00

Wednesday

,

January

29

,

2025

10:00

a.m.

-

11:00

a.m. ET

SIFMA & Broadridge Virtual Forum: US Treasury Central Clearing

Register Now

2025 sees the new US Treasury Central Clearing rules coming into effect with Treasury cash clearing effective by the end of 2025 and repo clearing to follow on June 30, 2026. Are you on track to meet requirements?

Join SIFMA and Broadridge on Wednesday, January 29th at 10:00 am ET for an engaging forum with key market participants across the industry to gain practical guidance on what financial institutions are doing to ensure readiness and maximize opportunities for the sell side and buy side. This virtual forum is complimentary and open to SIFMA full members and clients of Broadridge.

Discussion Topics

Overview of SEC rules adopted in December 2023

Review of SIFMA's new model documentation for done-with transactions

Insight into SIFMA's workstreams and deliverables that will set the stage for long-term implementation

Factors that firms should consider as they phase-in implementation of the mandate

And more

Discussion Topics

Industry implementation priorities and key dependencies

Margin requirement implications

Target operating models for rates and repo businesses

Changes required to firms technology infrastructure to support selected clearing access model

Watch On Demand

Speakers

Uday Singh

Global Head of Professional Services / Consulting

Broadridge

ROB TOOMEY

Head of Capital Markets/Managing Director and Associate General Counsel

SIFMA

AMI VORA

VP Product Management Broadridge

MiCHAEL WALSH

Head of Capital Markets IT and Operations, Americas

Societe Generale

Speakers

Kenneth E. Bentsen, Jr.

President and CEO

SIFMA

Joseph L. Seidel

Chief Operating Officer

SIFMA

Josh Wilsusen

Executive Vice President, Advocacy

SIFMA

Speakers

Rob Toomey

Head of Capital Markets/Managing Director and Associate General Counsel

SIFMA

Agenda

All times in Eastern Time (ET) and subject to change.

10:00 A.m. - 10:05 A.m.

Welcome Remarks

10:05 A.m. - 11:00 A.m.

Panel Discussion

11:00 A.m.

Closing Remarks

"

Used responsibly, DEPs provide significant benefits to retail investors, including enhanced access to customized products and services, lower costs, access to a broader range of products, better customer service, and improved compliance efforts leading to safer markets. Certain DEPs also raise potential risks, highlighting the need to ensure investor protection in connection with their use.

The existing, robust regulatory regime, however, amply addresses firms’ use of DEPs today, preserving their well-documented benefits, while appropriately managing potential risks.

SIFMA

Useful Information

Technical Requirements

This webinar will be hosted on the Zoom Webinar platform. View instructions on joining and participating in Zoom Webinars.

Access Instructions

Access instructions will be sent from SIFMAAVSupport; please check your inbox. Didn't receive? Contact us.

Registration Questions

Participation is complimentary and for SIFMA full members and clients of Broadridge. Pre-registration is required and closes one hour prior to the start of the webinar.

Accessibility

It is a priority to make our webinars inclusive and accessible for all. For questions or requests, contact SIFMA Member Relations.

Media Inquiries

This webinar is closed to members of the media. All comments are off the record and not intended for distribution in any manner.

Replay

Registrants: please use your same Zoom link to access a replay of the webinar.

The Industry Viewpoint

Both SIFMA and SIFMA's Asset Management Group have long supported efforts to increase the resiliency of the Treasury market and stressed the need to ensure the Treasury market remains resilient and deeply liquid.

On behalf of our members, SIFMA is working to advance multiple workstreams and short-term deliverables that will set the stage for long-term implementation. These include development of market standard documentation, enhancements to market structure, further needed regulatory reforms, and an operations timeline.

Learn More

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