Loan Operations Conference - Challenging the Timeline, 6 June 2024
Thursday, 6 June 2024
A&O Shearman, 1 Bishops Square, London, E1 6AD
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We are pleased to be holding our annual Loan Operations Conference on Thursday, 6 June 2024.
This afternoon session is targeted at decision makers within operations that can influence efficiency within their own institutions and the wider market through change in process, innovation or holding others accountable. The session will look at the market through metrics and seek out opportunities to promote efficiencies, reduce settlement time by analysing the lifecycle of a Loan.
Lunch and registration will open at 12.30 with the session starting at 13.30. The conference will close at 17.20 and will be followed by a networking drinks reception open to all attendees.
Members will first need to have logged on using their individual username and password in order to register.
If you do not have a username and password, click here to create one. If you have forgotten your password, click here.
This event is free of charge and for LMA members only.
This event is in-person only. It will not be live-streamed, nor recorded so it will not be possible to attend remotely.
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Lunch is open to afternoon delegates only. Morning delegates will not be allowed to stay for lunch.
Providing some narrative around the journey of the guidance note. What this means and how to adopt.
Looking at the current metrics and the timeline of the secondary trade (Par/Near par). Providing some insight into the objectives of the LMA and market around the reductions of settlement times.
Looking at the time taken to enter a secondary par/near par trade and allocate on a settlement platform. Discuss possible reasons and solutions to reduce the average time taken.
Looking at the time taken to enter a secondary par/near par trade and allocate on a settlement platform. Discuss possible reasons and solutions to reduce the average time taken.
Looking at the time taken for buyer and settler to agree and execute the trade confirmation. Discuss possible reasons and solution. Is there and opportunity to streamline the process by simplifying the agreement in the form of a written contract.
Looking at the time taken for buyer and settler to agree and execute the trade confirmation. Discuss possible reasons and solution. Is there and opportunity to streamline the process by simplifying the agreement in the form of a written contract.
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Looking at the time taken for lenders to sign and instruct the agent to proceed (setting Settlement date coordination). What does this mean? Discuss possible reasons and solutions, including the introduction of fault based delayed compensation.
Looking at the time taken for lenders to sign and instruct the agent to proceed (setting Settlement date coordination). What does this mean? Discuss possible reasons and solutions, including the introduction of fault based delayed compensation.
Looking at the time taken for agents to process, sign and provide an execution date to the transfer document/s. Look into the reasons for this perceived delay and establish the fact pattern around where the responsibility should be. What is in the agents control and what is not. Discuss reasons and possible solutions.
Looking at the time taken for agents to process, sign and provide an execution date to the transfer document/s. Look into the reasons for this perceived delay and establish the fact pattern around where the responsibility should be. What is in the agents control and what is not. Discuss reasons and possible solutions.
A look at the obligations both buyer and settle have towards each other and the agent on settlement date and beyond. Counterparty risk due to non-payment and what does this mean for the impacted party (transfer irrevocable and no concept of DVP). Responsible party has an obligation to pay the contractual transfer fee.
A look at the obligations both buyer and settle have towards each other and the agent on settlement date and beyond. Counterparty risk due to non-payment and what does this mean for the impacted party (transfer irrevocable and no concept of DVP). Responsible party has an obligation to pay the contractual transfer fee.
A discussion to determine what members should be focusing on as they look to the future. How can members become future proof and fully utilize the efficiency saves provided by technology. Does more tech equate to greater market liquidity. What does the future look like for the loans market and what are the consequences if left behind?
A discussion to determine what members should be focusing on as they look to the future. How can members become future proof and fully utilize the efficiency saves provided by technology. Does more tech equate to greater market liquidity. What does the future look like for the loans market and what are the consequences if left behind?
What are the take aways from this session. Looking forward into second half of 2024 and beyond.
What are the take aways from this session. Looking forward into second half of 2024 and beyond.
The networking reception is open to all attendees. Morning delegates are invited to come back for networking.
The networking reception is open to all attendees. Morning delegates are invited to come back for networking.