Leaders in Derivatives Roundtable

Welcome derivatives leaders and enthusiasts!

We are excited to invite you to Pure’s upcoming Leaders in Derivatives Roundtable event, co-hosted by DRS, at The Ivy City Garden on Thursday, 29th June 2023, at 8:00 am (BST).

If you’re looking to stay up-to-date with the latest trends and insights in the derivatives market, this is an event that you will want to attend. As the industry continues to evolve, staying connected with fellow professionals and ahead of the curve is crucial.

This event is co-hosted by DRS and Pure’s Director, Head of Legal Interim & Consulting, Penny Parker, who will lead discussions on key industry topics. The roundtable format allows for meaningful dialogue and knowledge sharing, providing attendees with valuable insights and actionable takeaways.

Agenda details and breakfast selections will be sent out closer to the event, so stay tuned for more information.

RSVP to save the date.

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.

Jonathan Martin, Director, CEO, DRS

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.

David Sargen, Director, COO, DRS

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. He was a joint founder of DRS in 2009, focussing on Document Outsourcing and Support projects as well as Legal and Regulatory Consulting.

Michael Beaton, Director, DRS

Michael joined Barclays Capital in 2001, working first as a derivatives lawyer and then as a senior structurer within the Complex Transactions Team, forming part of the Equity and Funds Structured Markets trading desk. Here, he specialised in designing and documenting derivatives linked to mutual funds, hedge funds, equities and indices. Michael left Barclays Capital to join DRS in October 2010, where he has responsibility for the firm’s near-shore facility in Newcastle.

Michael is also responsible for the firm’s regulatory practice and has appeared as a panel expert in a number of industry events on such topics as Central Counterparty Clearing, Recovery and Resolution and CASS Resolution Packs.