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Time to Prepare for UMR Phase 6!

Automating your collateral management process and moving away from fax, email and phone is key - now more than ever. With Phase 5 of the Uncleared Margin Rules (UMR) live, it's time to focus and prepare for Phase 6, coming in September 2022.

Please join Acadia and DTCC on Thursday 14th October at 10 AM EDT/ 3 PM BST for a joint virtual event to hear more from industry representatives as well as colleagues who were impacted by Phase 5. Learn more about their experiences, lessons learned and how they have improved their collateral processing workflow in preparation for UMR compliance.


Welcome & Introduction

Industry & Regulatory Update

  • Amy Caruso, Head of Collateral Initiatives, ISDA

In Conversation with Tara McCloskey, MetLife

  • Tara McCloskey, Managing Director, MetLife
  • Bob Stewart, Executive Director, ITP Product Management, DTCC

DTCC & Acadia Discussion

  • Keith Walsh, Executive Director, Sales & Solution Delivery, DTCC
  • Sarah Powers, North America Sales Director, Acadia


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