David E. Wagner, Senior Advisor with Treliant Risk Advisors, to Speak at The Knowledge Group’s LIBOR is Out; SOFR is In: Opportunities and Challenges Explored Webcast
New York, NY, August 20, 2019 --(PR.com)-- The Knowledge Group Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that David E. Wagner, Senior Advisor with Treliant Risk Advisors will speak at The Knowledge Group’s webcast entitled: “LIBOR is Out; SOFR is In: Opportunities and Challenges Explored.” This event is scheduled for Thursday, September 26, 2019 from 12:00 pm to 1:30 pm (ET).
For further details, please visit: https://www.theknowledgegroup.org/webcasts/cle-libor-sofr-webcast/
About David Wagner
David Wagner, Senior Advisor with Treliant, has been a fixed income market practitioner for 29 years, in roles ranging from underwriting and investment banking to structuring, marketing, and trading complex derivatives. He specializes in assisting companies during the transformation from the London Interbank Offered Rate (LIBOR) interest rate benchmark to alternative benchmarks such as the Secured Overnight Financing Rate (SOFR). He also teaches finance at Fordham University.
Prior to joining Treliant, David held several positions at the Royal Bank of Scotland, including on the U.S. management team, the Board of RBS Securities Inc., the Board of Tradeweb, and as the RBS representative to the Federal Reserve’s Alternative Reference Rates Committee (ARRC).
As an RBS Markets Manager, he executed strategic transformations including conversion from a U.S. branch to a U.S. representative office, including all the systems, operational, risk, regulatory, and funding implications of that change; hybrid outsourcing and offshoring of securities processing technology and operations; conversions of local risk engines to global integration; and upgrading of machine-based electronic trading systems.
David was also the U.S. Front Office Representative on RBS’s Conduct Panel, responsible for responses to regulatory/enforcement requests as well as recommendations for individual employee conduct investigations and outcomes.
About Treliant
Treliant provides financial services companies, consumer-oriented businesses, and non-financial services companies across the globe with trusted advisory services and specialized, high-quality business solutions. We are banking practitioners, business operators, and risk and compliance experts. We know first-hand the regulatory compliance challenges and business operations issues that our clients face.
We focus on our client’s most pressing concerns including risk management, regulatory compliance, global financial crimes, mortgage operations, financial markets conduct, fair and responsible banking, litigation support, cybersecurity, and wealth management. We serve banks and thrifts, mortgage and specialty finance companies, RegTechs and FinTechs, alternative financial services companies, securities and investment firms (including broker-dealers), credit unions, insurance companies, and we often partner with law firms. Treliant is headquartered in Washington, DC with offices in New York and Dallas. For more information, visit www.treliant.com.
Abstract
Over the past years, various alternative rates have been crafted to effectively replace the London Interbank Offered Rate (LIBOR). In 2018, the Alternative Reference Rates Committee (ARRC) recommended the Secured Overnight Financing Rate (SOFR) and is now working to promote its widespread adoption.
The transition to SOFR is bound to alter the overall market structure, compelling firms of all sizes to proactively protect their interests and deter potential risk issues. Practitioners must be acquainted with all the recent amendments in order to address the crucial economic, operational and legal consequences of this shift.
Join a panel of key thought leaders and finance professionals assembled by The Knowledge Group as they bring the audience to a road beyond the basics of the myriad of issues surrounding the LIBOR to SOFR transition and as they delve into an in-depth analysis of the current developments involving this shift. Speakers will also provide the audience with best practices and strategies in dealing with the accompanying opportunities and challenges in this rapidly evolving legal climate.
In a live webcast, the speakers will discuss:
• LIBOR Transition Guidance: What to Know and Do
• Secured Overnight Funding Rate (SOFR): An Introduction
• Recent Trends, Developments, and Updates
• Potential Risks, Challenges, and Exposure
• Key Actions and Significant Considerations
About The Knowledge Group Live Webcast Series
The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit: http://theknowledgegroup.org/
For further details, please visit: https://www.theknowledgegroup.org/webcasts/cle-libor-sofr-webcast/
About David Wagner
David Wagner, Senior Advisor with Treliant, has been a fixed income market practitioner for 29 years, in roles ranging from underwriting and investment banking to structuring, marketing, and trading complex derivatives. He specializes in assisting companies during the transformation from the London Interbank Offered Rate (LIBOR) interest rate benchmark to alternative benchmarks such as the Secured Overnight Financing Rate (SOFR). He also teaches finance at Fordham University.
Prior to joining Treliant, David held several positions at the Royal Bank of Scotland, including on the U.S. management team, the Board of RBS Securities Inc., the Board of Tradeweb, and as the RBS representative to the Federal Reserve’s Alternative Reference Rates Committee (ARRC).
As an RBS Markets Manager, he executed strategic transformations including conversion from a U.S. branch to a U.S. representative office, including all the systems, operational, risk, regulatory, and funding implications of that change; hybrid outsourcing and offshoring of securities processing technology and operations; conversions of local risk engines to global integration; and upgrading of machine-based electronic trading systems.
David was also the U.S. Front Office Representative on RBS’s Conduct Panel, responsible for responses to regulatory/enforcement requests as well as recommendations for individual employee conduct investigations and outcomes.
About Treliant
Treliant provides financial services companies, consumer-oriented businesses, and non-financial services companies across the globe with trusted advisory services and specialized, high-quality business solutions. We are banking practitioners, business operators, and risk and compliance experts. We know first-hand the regulatory compliance challenges and business operations issues that our clients face.
We focus on our client’s most pressing concerns including risk management, regulatory compliance, global financial crimes, mortgage operations, financial markets conduct, fair and responsible banking, litigation support, cybersecurity, and wealth management. We serve banks and thrifts, mortgage and specialty finance companies, RegTechs and FinTechs, alternative financial services companies, securities and investment firms (including broker-dealers), credit unions, insurance companies, and we often partner with law firms. Treliant is headquartered in Washington, DC with offices in New York and Dallas. For more information, visit www.treliant.com.
Abstract
Over the past years, various alternative rates have been crafted to effectively replace the London Interbank Offered Rate (LIBOR). In 2018, the Alternative Reference Rates Committee (ARRC) recommended the Secured Overnight Financing Rate (SOFR) and is now working to promote its widespread adoption.
The transition to SOFR is bound to alter the overall market structure, compelling firms of all sizes to proactively protect their interests and deter potential risk issues. Practitioners must be acquainted with all the recent amendments in order to address the crucial economic, operational and legal consequences of this shift.
Join a panel of key thought leaders and finance professionals assembled by The Knowledge Group as they bring the audience to a road beyond the basics of the myriad of issues surrounding the LIBOR to SOFR transition and as they delve into an in-depth analysis of the current developments involving this shift. Speakers will also provide the audience with best practices and strategies in dealing with the accompanying opportunities and challenges in this rapidly evolving legal climate.
In a live webcast, the speakers will discuss:
• LIBOR Transition Guidance: What to Know and Do
• Secured Overnight Funding Rate (SOFR): An Introduction
• Recent Trends, Developments, and Updates
• Potential Risks, Challenges, and Exposure
• Key Actions and Significant Considerations
About The Knowledge Group Live Webcast Series
The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register for an event, please visit: http://theknowledgegroup.org/
Contact
The Knowledge Group
Thomas LaPointe, Jr., Executive Director
646-844-0200
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Thomas LaPointe, Jr., Executive Director
646-844-0200
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Contact
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