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Leaders in Derivatives Documentation Breakfast

REGISTER INTEREST FOR 2023

Join Pure’s Head of Legal Interim & Consulting, Penny Parker, at our Leaders in Derivatives Documentation Breakfast with DRS on Wednesday 21st September at Manicomio.

Topics of discussion will include:

  • Automation – How are teams going about this and how much impact does is it having on day-to-day operations?
  • Outsourcing – Legal departments are facing ever-increasing pressure to do more with less; fewer resources, less time and fewer people. How can outsourcing support the efficient and effective operation of in-house teams?
  • Netting – with east Asia now an approved netting jurisdiction what challenges are being faced and how are teams approaching these changes?
  • Recruitment – What trends are we seeing in such a busy recruitment market i.e., salaries, retention of talent and skills/level shortages in the sector?
  • IM – With the IM Phase 6 deadline now passed, what lessons can we draw from our experiences, and how can we implement these as IM becomes part of BAU operations?

Event Details:

This event has taken place. If you’d like to attend the 2023 annual Leaders in Derivatives Documentation Breakfast, please complete the form to register your interest.

 

 

HOSTS:


 

Penny Parker, Director, Head of Legal Interim & Consulting, Pure Search (HOST)

Penny leads Pure’s interim practice, recruiting legal consultants and Derivatives Documentation professionals across the in-house market.

From NQ to General Counsel, she specialises in providing an interim solution for short-term needs, maternity covers, project work, additional support during busy times or a contract to permanent hire in times of uncertainty.

 

 


 

David Sargen, COO, DRS (GUEST SPEAKER)

David joined Barclays Capital in 1997, working in the Legal department, gaining expertise in derivatives, capital markets and structured products. David went on to manage the Fund-linked Derivatives and Equity Financing legal teams, before moving to the role of Director in the Investor Solutions sales team for three years. This encompassed offering Fund-linked Derivatives and equity financing products to Barclays Capital’s top-tier asset management and private banking clients.

David joined Derivatives Consulting Group as a consultant after leaving Barclays Capital in 2008, and was a joint founder of DRS in 2009, focussing on Document Outsourcing and Support projects as well as Legal and Regulatory Consulting.

 


 

Jonathan Martin, CEO, DRS (GUEST SPEAKER)

Jonathan is the founder and CEO of DRS. He began his career in financial services at Barclays Capital in 1997. At Barclays, Jonathan held a variety of roles, heading the legal support for repo and equity financing (including prime brokerage), hedge fund sales and structured OTC derivative transaction management.

Jonathan also spent a year assisting in the implementation of guidelines, operating procedures and reporting processes for the Barclays Capital Documentation Unit (a global team that manages all master agreement negotiations). Latterly, Jonathan held the role of Director, Head of Structured Products managing a team responsible for the execution and distribution of structured products.

 


 

Alexandra Cihlar, Operations Director, DRS (GUEST SPEAKER)

Alex joined DRS in 2019 as a Senior Consultant and Relationship Manager, responsible for both leading one of DRS’ key accounts and supporting the directors in the growth of the company’s near-shore facility in Newcastle. Alex joined the banking industry in 2007 after she left the international law firm SALANS Budapest. At ERSTE GROUP, she worked as head of counterparty documentation and later as team manager at DEUTSCHE BANK. Her tasks covered heading the team of negotiators and legal advisors for specialist financial services contract negotiation and documentation management.

Alex was vice-chairperson of the regional committee for Austria, Eastern and South-Eastern Europe and chairperson of the Austrian Working Group for OTC derivatives and worked closely with ISDA. As part of these roles, she organised various industry events and took part in panel discussions. Today, Alex is DRS’s Operations Director, responsible for the efficient and effective operation of the business owning project delivery and internal improvement processes.

 


 

Jon Wilkinson, Senior Consultant, DRS (GUEST SPEAKER)

Jon joined DRS in 2018 as a Legal Consultant, following the completion of his LLB and LLM in Law from Newcastle University. Whilst in his role, Jon managed many complex negotiations on behalf of our clients across multiple types of trading documentation.

In 2022, Jon was promoted to Senior Consultant, demonstrating his expertise in repos and stock lending arrangements and finance-linked hedging arrangements. However, his primary focus for DRS has involved managing the team responsible for netting and collateral legal opinion review for OTC/exchange-traded derivatives.

 


About DRS

We help our clients ‘square the resourcing circle’ – providing additional capacity as well as plugging skills gaps – so as to help meet the volatile resourcing demands inherent in managing large portfolios of documentation.

Banks, asset managers and hedge funds trust us to manage their day-to-day contract requirements.

Our flexible, cost-effective and high-quality services deliver outstanding outcomes for our clients, driving down costs whilst liberating in-house teams to focus on core risk issues and higher-value activities.