Conference / Seminar, Financial Reporting and Analysis, Virtual Events & Programming

Post LIBOR: The Next Phase of the Transition

Tuesday, March 15 | 1:30 PM - 3:00 PM

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Cvent Transition Guide

Overview

Join the Financial Reporting and Analysis interest group as we invite leaders from across the industry to share their expertise during the ongoing LIBOR transition period. In a moderated discussion format, panelists will address implications for capital markets and asset management, share their observations on the current process, and envision actionable strategies for firms to navigate complex legal, methodological, and regulatory considerations in 2022 and beyond.

Although LIBOR has played a pivotal benchmarking role in global financial markets for 36 years, this role is in its final stages of winding down. During this transition period, millions of contracts worth hundreds of trillions of dollars have been retooled; in less than 18 months, the once-dominant reference rate will be phased out entirely.

Capital markets, consumer loans, and a wide variety of investment products will be affected by this transition. Don’t miss out on this timely session addressing an industry paradigm shift. Register now to join in the discussion.

Agenda

1:30 PM | WELCOMING REMARKS

Andrew Auslander, CFA, FRM, Co-Chair, CFA Society New York Value Investing Group


1:35 PM | PANEL DISCUSSION

Moderator

Ethan Heisler, CFA, Senior Director, KBRA

Panelists

Caleb Bigham, CFA, MBA, SVP – Treasurer, BOK Financial

John Coleman, SVP/SMD Fixed Income, R.J. O’Brien

Will Goldthwait, Strategist, State Street Global Advisors

James LovelyPrincipal Consultant, FPExpert.com

Mark Rogerson, Executive Director, Head of Interest Rates and OTC Product, EMEA, CME Group


2:50 PM |  Q&A


3:00 PM | CLOSING REMARKS

Ethan Heisler, CFA, Senior Director, KBRA

Additional Details

Learning Outcomes

  • Examine how the transition away from LIBOR will change the investment landscape
  • Explore the steps treasurers are taking during this ongoing transition
  • Learn how banks and issuers of securities are responding to the sunsetting of LIBOR