98 episodes

From OTC derivatives, to post-trade, to digitalization, the DerivSource podcast explores the top trends shaping the trade lifecycle and the ideas and people driving its transformation in the future.

Living The Trade Lifecycle Julia Schieffer

    • Business
    • 4.4 • 5 Ratings

From OTC derivatives, to post-trade, to digitalization, the DerivSource podcast explores the top trends shaping the trade lifecycle and the ideas and people driving its transformation in the future.

    OTC Position Limits: Complying with the CFTC's 'Good Faith Effort' Requirement with Data

    OTC Position Limits: Complying with the CFTC's 'Good Faith Effort' Requirement with Data

    The second phase of the CFTC position limits rules comes into effect in January 2023. In this episode of the DerivSource's podcast Living the Trade Lifecycle, we speak to Andrew Castello, vice president, head of reference data and  Justin Hasnat, senior manager, Databank operations at FIA Tech about how firms can harness data to comply with the new position limit rules and ensure they are making a "reasonable, good faith effort" determination of the economic equivalence of an OTC swap compared to any of the 25 core-reference futures contracts.
    Tune in to hear about some of the common challenges firms face as they prepare for this second phase of the rules and how FIA Tech’s Databank can help.

    See show notes pages here: https://derivsource.com/podcast/

    • 15 min
    Market Volatility: The Role of Derivatives in Balancing Bank Risk with Customer Demands

    Market Volatility: The Role of Derivatives in Balancing Bank Risk with Customer Demands

    The first half of 2022 has been a rocky one. Rising inflation and interest rates, greater geopolitical risk and general market volatility are all creating a challenging environment for financial institutions who are focused on managing their risks in these rapidly changing market conditions. 
    In DerivSource’s “Living the Trade Lifecycle” podcast, Tom Loffredio, head of business development, and Isaac Wheeler, head of balance sheet strategy at Derivative Path, discuss how banks can balance risk and reward by analyzing the risks they take in with specific customer requests and how derivatives can play a key role in risk management practices.
    Tune in to hear more on both the challenges and opportunities banks face in today’s volatile market.

    • 23 min
    Workforce in Flux – The Great Resignation, Changing Values & Risks of Getting it Wrong

    Workforce in Flux – The Great Resignation, Changing Values & Risks of Getting it Wrong

     In the “Living the Trade Lifecycle” podcast, Stefanie Coleman, Principal, People Advisory Services, Ernst & Young LLP, speaks to DerivSource’s editor, Julia Schieffer about recent trends impacting the workforce including challenges both employees and employers face. Drawing in part on the results of the recently published “2022 Work Reimagined” survey from EY, Coleman shares views into how companies are extending their search to new talent pools, balancing a new agile working environment and the flexibility that employees have come to expect and thus, is essential for competitive edge. 

    • 28 min
    Behavioural Psychology & Risk – Understanding How They Are Connected

    Behavioural Psychology & Risk – Understanding How They Are Connected

    Hersh Shefrin, author, Mario L. Belotti Professor of Finance at Santa Clara University, and a pioneer in the behavioural approach to economics and finance, speaks to DerivSource editor, Julia Schieffer, about the interconnectedness of behavioural psychology and risk management. Tune into this episode of "Living the Trade Lifecycle" to hear about the tools and techniques that can be applied at an organisational level to address common psychological pitfalls, such as confirmation bias and excessive optimism, as well as the risks and limitations with technology, such as AI.

    • 31 min
    Hybrid Working: Making It Work for Everyone

    Hybrid Working: Making It Work for Everyone

    Keahn Gary, Senior Manager at Cognizant Research speaks with DerivSource Editor, Julia Schieffer about how to make hybrid working WORK for everyone. Tune in to hear more about some of the tactics managers and companies can adopt to customise work experiences and better manage a global team in a new hybrid environment.

    • 18 min
    LIBOR Transition: What are the Complexities and Opportunities in a System Execution Plan?

    LIBOR Transition: What are the Complexities and Opportunities in a System Execution Plan?

    In this podcast series, we’ve discussed the high-level market aspects of the transition away from LIBOR, as...
    The post LIBOR Transition: What are the Complexities and Opportunities in a System Execution Plan? appeared first on Derivsource.

    • 29 min

Customer Reviews

4.4 out of 5
5 Ratings

5 Ratings

Wingolez ,

Great podcast and excellent resource

Really useful. 5 stars!

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