Post-trade market development Nasjonalt

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Conference October 28-29th
Hotel Continental, Oslo
www.nordicbackoffice.no
Post-trade market
development
Nasjonalt perspektiv
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Future evolution in the European post-trade
The current state of EU post-trade regulatory initiatives
Harmonization and financial integration – tomorrow’s opportunities?
Collateral Management – how to efficiently fulfill collateral
obligations?
MIFID 2, MIFIR 2, EMIR
Norske CCP-er – interoperabilitet og historien så langt
Bli oppdatert på endringer innen Clearing & Settlement
Tilpasning til T2S for å oppnå fulle fordeler fra
integreringen i det europeiske markedet
Among the speakers:
Jan B. Penne
Executive Vice President, Head of
Securities Services, DNB BANK
Christian Sjöberg
Tore Mydske
Stephen Burton
Clearing
Kjell Jörgensen
Norwegian Business School
Associate Professor, Department
of Financial Economics, BI
Organiser:
Partners:
Chief Executive, Oslo
Lawyer, Head of
Peter Hermanrud
Thommessen’s Financial
Services Group
Director, Post-Trade at AFME
Association for Financial
Markets in Europe
Chief Strategies, First
Securities, Swedbank
Ulf Norén
Sveinung Dyrdal
Bente A. Landsnes
Are Jansrud
Merchant Banking/
Transaction Banking
Verdipapirsentralen
Head of Sub Custody, SEB,
Executive Vice President at,
Lead partners:
Networking partners:
børsdirektør, Oslo Børs
Partner / Head of Financial
Services (FS) Advisory,
KPMG AS
Nordic Back OfficeSamlingspunktet for deg som
jobber med Back Office
Utviklingen i det globale markedet for verdipapirhandel er i stadig endring. Den viktigste
årsaken til dette er nye regelendringer som har trådt i kraft og kommer til å tre i kraft de
kommende årene. Dessuten skaper harmoniseringsarbeidet som skjer i Europa, enorme
endringer for post-trade.
I to fullspekkede dager samles noen av Nordens fremste eksterter og de viktigste aktørene på
markedet for å diskutere de spørsmålene som står høyest på dagsordenen i 2013.
Den første dagen vil vi fokusere på det europeiske back office-landskapet og pågående
endringer i markedet. Den andre dagen vil vi dykke ned i hvilke konsekvenser nye reguleringer
har for Norge og for akkurat din virksomhet. Du vil få med deg konkrete verktøy og tips om
hvordan du skal forholde deg til pågående endringer, effektivisere prosesser, minimere risiko og
implementere nye regelendringer.
Nordic Back Office 2013 er konferansen for deg som vil diskutere de viktigste spørsmålene
og utfordringene som er knyttet til det internasjonale og nordiske back office-landskapet.
Ekspertforelesninger kombineres med interessante paneldebatter for å skape nye perspektiver rundt
hvordan du skal takle utfordringer og utvikle konkurransefordeler. Dessuten får du muligheten til å
bygge nettverk med bransjens ledende aktører og skape nye, spennende kontaktflater.
Velkommen til Nordic Back Office 2013 28.-29. oktober!
Vennlig hilsen
Rebecka Forsman Fresk
Prosjektleder
Nordic Back Office
Organiser:
FYI is one of Talentum Events brands
We design and offer objective events for decision makers, heads of business units and experts within the Nordic Countries. Our aim is to give our customers
visionary views, unbiased information and a competitive advantage. We have provided insights and shared a magnitude of business cases within the Nordics
for over 20 years. We currently offer more than 300 events yearly. Our offices are located in Finland, Sweden and Denmark. You will find our objective and
international brand FYI – For Your Information in all of our markets representing only the best of market leading events.
Lead partners:
DNB is Norway’s leading financial services group and one of the largest in the Nordic
region in terms of market capitalization. The Group offers a full range of financial services,
including loans, savings, advisory services, insurance and pension products for retail and
corporate customers and the public sector. DNB Securities Services offers a wide range of
services in the market related to the administrative management of securities and securities
finance. Securities Services actively participate in the development of local infrastructure
and strongly care for the Norwegian market – because it is so important to us.
SIX Financial Information is a leading global provider of first-rate data services and
solutions for financial and insurance firms, corporations and the media. Its financial
information comprises reference data, corporate actions, pricing and market data for over
10 million instruments and is unique in terms of information depth, breadth and structure.
With 24 international offices SIX Financial Information combines the advantages of local
presence with global reach to serve investment advisory, portfolio management, financial
analysis and securities administration.
Verdipapirsentralen ASA (VPS) is the only central securities depository in Norway, and
provides an efficient infrastructure and services for the settlement of transactions in
securities and the registration of ownership rights over securities. The company offers
registration for all the major types of financial instruments that are traded in Norway,
such as shares, bonds, equity certificates, short-term bonds and funds. VPS delivers its
services for investors and issuers through a network of investment firms, banks and fund
management companies. For further information please visit www.vps.no
Oslo Clearing is a the clearing company of OsloBors VPS group. As CCP, Oslo Clearing
offers a cost efficient multi product clearing service, including equity instruments,
exchange traded derivatives, tailor made derivatives and security lending and borrowing. Oslo Clearing is a well known for advanced multiproduct netting model, transparent
service and user choice. Oslo Bors VPS Holding has agreed to sell 100 % of Oslo Clearing to
SIX group with expected closing in Q2 2014.
Monday 28th October 2013
Post-trade market development
08.30
Registration and morning coffee
09.15Chairman Jan B. Penne, Executive Vice President,
Head of Securities Services, DNB BANK
13:45
CCP Clearing- from a CCP perspective: market share
and volume effects
• Guided tour around the past years of clearing and
where we are today?
• Higher trading volumes and a greatly expanded market
- what are the results today?
• Biggest challenges and the story so far with OTC
clearing in a hugely complex market
Drivers of Change - the big picture
European perspective
09.30
Future Evolutions in the European post-trade for
2013-2014
Björn Svensson, Head of Nordic Markets, EMCF
• What can we expect?
• How can we prepare?
14:15
Post-trade harmonization and financial integration
in Europe – tomorrow´s opportunities?
Stephen Burton, Director, Post-Trade at AFME Association
for Financial Markets in Europe
• Will the legislative and infrastructure initiatives change
the post-trade landscape in Europe?
• Overcoming the barriers – the journey towards financial
integration
“Death of Equities”?
• Trading volumes straight down the road, what happened?
• How can it be explained?
• What are the consequences?
Peter Hermanrud, Chief Strategies, First Securities,
Swedbank
10.30
Coffee break and exchange of business cards in the
exhibition area
Trading and Clearing in the Nordics
11:00
An Exchange Perspective- Where are we heading
• How will trading in the Nordic region look like in the future?
• Our preparations for coming regulation affecting
clearing of other financial products
Bente A. Landsnes, CEO, Oslo Børs
11:30 Profitability in Trading
Araya Salomon, Accenture
12:00
“Off the record” networking lunch in the exhibition area
13:00
An overview of the current state of EU post-trade
regulatory initiatives
• Status update of the regulatory initiatives
• What are the progresses so far and how do you
implement the changes into your business?
• Will the ongoing legislative initiatives, MiFID2/MiFIR,
EMIR, the CSD Regulation and the securities law
legislation, contribute to improving the functioning of
financial markets?
Panel discussion
10.00
Panelists:
Sveinung Dyrdal, Executive Vice President,
Verdipapirsentralen
Kjell Jörgensen, Associate Professor, Department of
Financial Economics, BI Norwegian Business School
Knut Erik Robertsen, Fagsjef, Verdipapirforetakenes
Forbund
14:45
Coffee Break in the exhibition area
15.15
Encounters between people - how do you become
better at communication and sales
Per Lange is a devoted educator of theory and
entrepreneurship to children and teenagers and worked
with homeless people in Los Angeles. He will tell you how
we all are salesmen – and why it is important be genuine
and speak from the heart when communicating. He has
educated over 10 000 people and his tools are used by
hundreds of Nordic organizations.
Out-of-the-box
A Broker’s perspective
Regulatory outlook
Per Lange, Founder, Improve Sales
16.00
Round-up of with key take-aways from the first day
from Jan B. Penne, Executive Vice President, Head of
Securities Services, DNB BANK
Conference ends with a cocktail reception
Tore Mydske, Lawyer, Head of Financial Services Group,
Thommessen’s
Book your place today!
www.nordicbackoffice.no | Phone: +46 (0)8 796 64 00 | Email: [email protected]
Tirsdag 29. oktober 2013
Nasjonalt perspektiv – verdipapir oppgjøret og infrastrukturen utfordes
Registering og morgenkaffe
09.00Leder Jan B. Penne, Executive Vice President, Head of
Securities Services, DNB BANK
09.10
Regelverket – CSDR, SLR
• Rollen til nasjonale tilsynsmyndigheter i det nye
regelverket
Tone Aarland, Spesialrådgiver, Seksjon for
verdipapirforetak og infrastruktur, Finanstilsynet
09.40
Verdipapir oppgjøret – hva tenker
verdipapirsentralene her?
John-Arne Haugerud, CEO, Verdipapirsentralen
10:10
Kaffepause og nettverksbygging
10:40
Target2Securities (T2S) prosjektet: Status og
muligheter
• Status for T2S – viktige datoer og utfordringer for
prosjektet
• Hvilke muligheter har aktørene etter T2S
Knut Haugan, Head of Settlement & Infrastructure, DNB BANK
11:10
Practical Implications of the Changes – a Bank
Perspective
• How will the changing post-trade landscape affect the
banks’ role?
• What implications will it have for our post-trade
business areas?
• Differentiating factors?
• Preparing for these changes – where are we in the
process?
Ulf Norén, Head of Sub Custody, SEB, Merchant
Banking/Transaction Banking
11.45
Lunsj med nettverksbyggning
12:45
Stadig økende regulatoriske krav til kapital og
kontroll
• Betydning for produkter og prosesser
Are Jansrud, Partner / Head of Financial Services (FS)
Advisory, KPMG AS
13:20
Swimming in Regulations;
• How to stay afloat and how to understand your
counterparty
Jonas Kullgren, Head of Sales Norway, Six Financial
Information
Carl Olsson, Sales, Regulatory Expert, Six Financial
Information
14:00
Coffee break
14:30
AIFMD - er her!
• Hva reguleringen går ut på
• Effekter fra bransjen, sett fra et myndighetsperspektiv
• Status for gjennomføringen i Norge
Britt Hjellegjerde, seksjonssjef, Avdeling for
markedstilsyn, Finanstilsynet
15.00
Collateral Management- Post-trade harmonisering
Ien verden med økende collaterala behov
• Hvilke følger har de foreslåtte reguleringsinitiativene for
kollateral tilgjengelighet?
• Collateral management og overgang til CCP-er
• Om de operasjonelle utfordringene for Collateral
Management
• Den økte økonomiske viktigheten av Collateral
Management
Panel diskussion
08.30
15.30
Christian Sjöberg, CEO, Oslo Clearing
Per Taalesen, CRO, Storebrand Kapitalforvaltning AS
Sindre Noss, Dealer, DNB Markets
Oppsummering med de viktigste poengene av Jan
B. Penne, Executive Vice President, Head of Securities
Services, DNB BANK
Please note: Talentum Events reserves the right to alter or modify the advertised
speakers and/or topics if necessary.
Book your place today!
Phone: +46 (0)8 796 64 00
Email: [email protected]
www.nordicbackoffice.no
Speakers
Stephen Burton
Sveinung Dyrdal
Peter Hermanrud
Director, Post-Trade at
Executive Vice President,
Chief Strategies, First
AFME Association for
Financial Markets in
Europe
Verdipapirsentralen
Are Jansrud
Kjell Jörgensen
Ulf Norén
Partner / Head of
Financial Services (FS)
Advisory, KPMG AS
Associate Professor,
Department of Financial
Economics, BI Norwegian
Head of Sub Custody, SEB,
Business School
Securities, Swedbank
Merchant Banking/
Transaction Banking
Per Lange
Bente A. Landsnes
Christian Sjöberg
grundare, Improve Sales
børsdirektør, Oslo Børs
CEO, Oslo Clearing
Jan B. Penne
Tore Mydske
Lawyer, Head of
Björn Svensson
Executive Vice President,
Head of Securities
Services, DNB BANK
Thommessen’s Financial
Services Group
Jonas Kullgren
Carl Olsson
Sales Manager, Six
Sales, Regulatory Expert, Six
Financial Information
Financial Information
Head of Nordic Markets,
EMCF
Want to be a partner?
As a partner at Back Office Oslo, you will have the chance to showcase your products and
create brand awareness to top industry decision makers at a very exclusive event.
For more information about our partnership opportunities, please contact:
Laurence Levey
Email: [email protected]
Phone: +46 (0)8 796 6418
Book your place today!
www.nordicbackoffice.no | Phone: +46 (0)8 796 64 00 | Email: [email protected]
Price information:
Book before 31 August
Regular price
8.995 NOK
9.995 NOK
Lunch, coffee and electronic documentation is included in the price.
Book your place today!
Webb: www.nordicbackoffice.no
Email: [email protected]
Phone: +46 (0)8 796 64 00
Venue:
Hotel Continental, Stortingsgaten 24/26, Postboks 1510 Vika, N - 0117 Oslo
Phone: +47 22 82 40 00
Email: [email protected]
Cancellation and substitution policy
If you for any reason will be unable to attend the conference you may at any time inform us in writing and substitute your delegate place to a colleague. If you
would like to cancel your place please do so in writing not less than 14 days prior to the conference and you will receive a refund less a 15% service charge.
Regrettably, no refunds can be made for cancellations received less than 14 days prior to the conference. Refunds will still be paid if a medical
certificate is provided and the written cancellation is received before the conference start. In the case of Talentum Events cancelling an event
(conference day, workshop, dinner etc.) you will be refunded the whole fee.
Payment terms
Payment is due on invoice 20 days, no later than three working days before the conference date.
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