Preparing for EMIR Refit Webinar

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WHY ATTEND

Join this webinar for valuable insights on the transition for EMIR Refit. You’ll be equipped with practical advice on where you should be on the journey for EMIR Refit and how to tackle key challenges.

Attendees will gain a greater understanding of the EMIR Refit reporting requirements to help with their preparations for go-live and reduce the risk of incomplete or inaccurate reporting.

The webinar will also cover a summary of EMIR Refit timelines and an overview of key changes in the UK and EU to look out for. 

It will also discuss specific challenges vis a vis delegated reporting and the new of UPIs & UTIs.

SPEAKERS

Tim Hartley - Kaizen Reporting

With over 15 years’ industry experience, Tim is a specialist in EMIR regulatory reporting and has a deep understanding of the full trade and position reporting lifecycle, from pre-sale, through to daily reporting and post-trade reporting review.

Tim has assisted and advised a broad range of firms, including hedge funds, asset managers, brokers and non-financial firms to enable them to meet reporting and regulatory requirements, implement fit for purpose and best practice approaches, as well as avoid regulatory scrutiny and enforcement action.

Prior to Kaizen, Tim was an EMIR and SFTR Reporting specialist for Kroll, where he led the firm’s expert reporting review consultations, authored and delivered EMIR and SFTR training modules on behalf of a leading Trade Repository, and was a regular panelist on EMIR Reporting webinars and conferences. Tim spent five years leading and developing the CME Trade Repository as Global Head of Client Services, after having focused on derivative onboarding for JPMorgan Chase

Alex Chow, Investment Operations Policy Lead,  The Investment Association

Alex leads policy at the Investment Association on investment operations, notably on post-trade and trade and transaction reporting. The workstreams in these areas include engagement and advocacy with regulators and working with membership discussion forums and market stakeholders to establish industry wide best practice and guidance for the IA’s 250 members.

 Alex has 11 years’ experience in the industry having previously worked at BNY Mellon and Goldman Sachs.

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