The FIA-SIFMA Asset Management Derivatives Forum 2024 gathers market participants from all sides of the capital markets industry as well as leading regulators to discover the latest developments that affect the use of derivatives by asset managers, including business, clearing, regulatory and operational factors.

Network with industry leaders

Put your operational performance issues, pain points and technological queries to Zoreza Global’s expert digital consultants while checking out the latest trends shaping the industry at:

The Asset Management Derivatives Forum 2024

February 7-9, 2024
The Ritz-Carlton, Laguna Niguel
Dana Point, CA 92629, United States

Meet like-minded decision-makers at this year’s three-day industry forum. Carrying on from the keynote address, presentations and fireside chats, Zoreza Global is offering informal, face-to-face discussions around innovating in line with evolving client demands and modernizing your technology stack to create more business opportunities.

Why attend

The forum draws over 300 attendees each year, from asset managers, clearing members and liquidity providers to market structure operators. This is an unmissable opportunity to: 

  • Network with C-suite, compliance and legal, operations, regulatory affairs, risk and sales and marketing professionals, trading delegates and more 
  • Swap experiences of emerging products and strategies in today’s business and macroeconomic environment with industry peers 
  • Meet regulators and gain a better insight into the regulatory pipeline 
  • Discover which technologies (including AI, blockchain, etc.) can enhance your profitability 
  • Build relationships with market participants around increasing market resiliency 

The Plunge is back

This year, The Plunge — the forum’s charity fundraiser again supportsOrange County Rescue Mission, which helps with guidance, counseling, education, job training, shelter, food, clothing, health care and independent living communities. Pledge your support during forum registration. 

Event agenda

All times are U.S. Pacific Standard Time (PST). Sessions and exact scheduling are subject to change, so please check back regularly.

 

Wednesday, Feb. 7

11.30 a.m. 1.00 p.m.

“Women in Financial Markets (WIFM)” luncheon: Washington update

12:00 p.m. 1.30 p.m.

Arrival refreshments and networking

12:00 p.m. 5.30 p.m.

Registration and exhibitor showcase

1:30 p.m. 1:45 p.m.

Opening remarks

1:45 p.m. 2.15 p.m.

Keynote address

2:15 p.m. 3.15 p.m.

“The Impact of AI on Markets and Operations”

3:15 p.m. 3.45 p.m.

Networking break

3:45 p.m.  4.30 p.m.

“New Horizons for Exchanges and CCPs”

4:30 p.m. 5.30 p.m.

“Trends and Opportunities in Interest Rate Markets”
Sponsored session

5:30 p.m. 7.00 p.m.

Welcome cocktail reception

 

Thursday, Feb. 8

7.00 a.m. 8.00 a.m.

Yoga
Bootcamp

7:30 a.m. 4:30 p.m.

Registration open

8:00 a.m. – 3:00 p.m.

Exhibitor showcase

8:00 a.m. – 9:00 a.m.

Networking breakfast

9:00 a.m. – 10:00 a.m.

“Clearing Capacity Trends”

10:00 a.m. – 10:45 a.m.

“Regulatory Approaches to Crypto, AI and Climate”
“New Products: Old School Versus New School”

10:45 a.m. – 11:15 a.m.

Keynote address

11:15 a.m. – 11:45 a.m

Networking break

11:45 a.m. – 12:15 p.m.

Fireside chat

12:15 p.m. – 1:00 p.m.

“Managing Conflicts of Interest in Regulatory Oversight”

1:00 p.m. – 2:00 p.m.

Networking lunch

2:00 p.m. – 2:30 p.m.

Sponsored session

2:00 p.m. – 3:15 p.m.

Roundtable. “Trends in Derivatives: Buy- and Sell-Side Collaboration”

4:15 p.m. – 5:00 p.m.

“Polar Plunge”

5:00 p.m. – 6:30 p.m.

Evening cocktail reception

Friday, Feb. 9

8.00 a.m. 11.30 a.m.

Registration open

8.15 a.m. 9.15 a.m.

Networking breakfast

9.15 a.m. 10.15 a.m.

Regulator deep dive

10.15 a.m. – 11.15 a.m.

Roundtable. “Is the Market Ready for Treasury Clearing?”

Roundtable. “Roadmap to Operational Efficiency” 

11.15 a.m.

Forum concludes

Thank you for registering to Asset Management Derivatives Forum 2024.

February 7-9
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The Ritz-Carlton, Laguna Niguel , Dana Point, California USA