PAST EVENING EVENTS

Thursday 30th June, 12.30pm – 5pm

 
ALMA is delighted to have teamed up with FIS to bring ALMA Members the opportunity to attend a free face-to-face event which will explore the views of Bank and Building Society practitioners and FIS on some of the key challenges and regulations facing banks and building societies Treasury, Risk and Finance teams.

Martin Siegert’sCLimate Change presentation.

Thursday 11th November, 12.30pm – 1.30pm UK time, online via Zoom

What the frictionless ownership transfer of assets means for the financial system and what you should understand as treasurers and bankers.

The Masterclass will be presented by HQLAx and will discuss what they currently undertake, their future plans and how this might change Finance and Treasury departments and Global Markets desks.

In addition, HQLAx are going to star-gaze how future technology may change the industry and the implications of this for bank balance sheets and other areas of finance. Other areas of interest include Stable coins, central bank digital currencies and crypto alongside dimensions of centralisation.

Presenters from HQLAx:
Guido Stroemer, Co-founder, CEO and Chairman
Nick Short, Chief Operating Officer
Olly Benkert, Co-founder and Advisor

Thursday 30th September 2021

Has the COVID-19 Deposit Glut forced a rethink on funds transfer pricing?

Thursday 30th September 2021

Moody’s Analytics Whitepaper

 Do Funds Transfer Pricing methodologies still work with excess deposits? 

Post-pandemic should we include loan defaults?

Thursday 15th July 2021

Speakers:
Karen Moss, Director, Moody’s Analytics
Chiara Ventura, Economist, Moody’s Analytics
Thomas Sgouralis, Economist, Moody’s Analytics

October 2018

The Added Value
of Treasury

Mark Sinclair

What ALM Managers need to know about Climate Change

Tuesday 6h July 2021

Speakers:
Adrian Sargent, ESG Treasury
Charles Wood, Nationwide BS

 

  • Impact on credit quality/loan repayment
  • ‘Go to’ assumptions at the end of fixed rate periods
  • The cliff edge moment when a new perspective in risk emerges and prior assumptions are no longer valid<
  • How can an ALM team help with the analysis?
  • Transition risk: The risk an individual or company will be positively or negatively impacted by climate change
  • Physical risk: The risk that a property may be adversely impacted by climate changes (flood, wind, subsidence)
April 2021

Organisational culture and bank risk

Speakers:

Joel Suss, Bank of England
Dr Alex Gillespie, London School of Economics
Dr Tom Reader,  London School of Economics
Travolta Mohan, NatWest Treasury Markets
May 2021

Intraday Liquidity Masterclass

Speakers:

Simon Gray, Baringa Partners
Peter Serlachius, MORS Software

The Green/ESG Agenda: Can banks be the catalyst for change

Professor Martin Siegert, Climate Scientist and  Co-Director of the Grantham Institute

May 2022

Download slides here.

April 2022

The ALMA ESG Working Group thought it might be helpful to have a look across the major UK firms’ ESG commitments and identify the aspects that would be most relevant as Treasury and ALM functions play their roles in contributing towards meeting these goals. This document summarises some of our initial observations and thoughts. We hope you find this useful. ALMA is keen to continue our active engagement with Member organisations on these topics.

Download the document here.

November 2020

“Once More Unto Basel, Dear Friends”

Presenters:
Simon Alexander, Barclays
Steven Gulliver, Nationwide Building Society
Benjamin Reilly, HSBC
Dominic Whittingham, Santander
September 2020

“Valuation for Resolution; Why Resolution Authorities are using the term Economic Value; how is this different to IRRBB?”

Karen Moss, Director, Moody’s Analytics
August 2020

“What can bank disclosures tell you about 2020 so far?”

Greg Case, Head of Fixed Income Investor Relations, HSBC
2011

A Regulator’s Perspective
on IRRBB

James Berry
FIS Conference

Thursday 30th June, 12.30pm – 5pm

 
ALMA is delighted to have teamed up with FIS to bring ALMA Members the opportunity to attend a free face-to-face event which will explore the views of Bank and Building Society practitioners and FIS on some of the key challenges and regulations facing banks and building societies Treasury, Risk and Finance teams.

Martin Siegert’sCLimate Change presentation.

Accelerating Collateral Mobility with HQLAx.

Thursday 11th November, 12.30pm – 1.30pm UK time, online via Zoom

What the frictionless ownership transfer of assets means for the financial system and what you should understand as treasurers and bankers.

The Masterclass will be presented by HQLAx and will discuss what they currently undertake, their future plans and how this might change Finance and Treasury departments and Global Markets desks.

In addition, HQLAx are going to star-gaze how future technology may change the industry and the implications of this for bank balance sheets and other areas of finance. Other areas of interest include Stable coins, central bank digital currencies and crypto alongside dimensions of centralisation.

Presenters from HQLAx:
Guido Stroemer, Co-founder, CEO and Chairman
Nick Short, Chief Operating Officer
Olly Benkert, Co-founder and Advisor

COVID-19 Deposit Glut

Thursday 30th September 2021

Has the COVID-19 Deposit Glut forced a rethink on funds transfer pricing?

Thursday 30th September 2021

Moody’s Analytics Whitepaper

 Do Funds Transfer Pricing methodologies still work with excess deposits? 

Post-pandemic should we include loan defaults?

Post-pandemic should we include loan defaults?

Thursday 15th July 2021

Speakers:
Karen Moss, Director, Moody’s Analytics
Chiara Ventura, Economist, Moody’s Analytics
Thomas Sgouralis, Economist, Moody’s Analytics

The Added Value of Treasury
October 2018

The Added Value
of Treasury

Mark Sinclair
What ALM Managers need to know about climate change

What ALM Managers need to know about Climate Change

Tuesday 6h July 2021

Speakers:
Adrian Sargent, ESG Treasury
Charles Wood, Nationwide BS

 

  • Impact on credit quality/loan repayment
  • ‘Go to’ assumptions at the end of fixed rate periods
  • The cliff edge moment when a new perspective in risk emerges and prior assumptions are no longer valid<
  • How can an ALM team help with the analysis?
  • Transition risk: The risk an individual or company will be positively or negatively impacted by climate change
  • Physical risk: The risk that a property may be adversely impacted by climate changes (flood, wind, subsidence)
Organisational culture and bank risk
April 2021

Organisational culture and bank risk

Speakers:

Joel Suss, Bank of England
Dr Alex Gillespie, London School of Economics
Dr Tom Reader,  London School of Economics
Travolta Mohan, NatWest Treasury Markets
Intraday Liquidity Masterclass
May 2021

Intraday Liquidity Masterclass

Speakers:

Simon Gray, Baringa Partners
Peter Serlachius, MORS Software
The Green/ESG Agenda: Can banks be the catalyst for change

The Green/ESG Agenda: Can banks be the catalyst for change

Professor Martin Siegert, Climate Scientist and  Co-Director of the Grantham Institute

May 2022

Download slides here.

April 2022

The ALMA ESG Working Group thought it might be helpful to have a look across the major UK firms’ ESG commitments and identify the aspects that would be most relevant as Treasury and ALM functions play their roles in contributing towards meeting these goals. This document summarises some of our initial observations and thoughts. We hope you find this useful. ALMA is keen to continue our active engagement with Member organisations on these topics.

Download the document here.

Once More Unto Basel, Dear Friends
November 2020

“Once More Unto Basel, Dear Friends”

Presenters:
Simon Alexander, Barclays
Steven Gulliver, Nationwide Building Society
Benjamin Reilly, HSBC
Dominic Whittingham, Santander
Valuation for Resolution
September 2020

“Valuation for Resolution; Why Resolution Authorities are using the term Economic Value; how is this different to IRRBB?”

Karen Moss, Director, Moody’s Analytics
What can bank disclosures tell you about 2020 so far?
August 2020

“What can bank disclosures tell you about 2020 so far?”

Greg Case, Head of Fixed Income Investor Relations, HSBC
A Regulator's Perspective on IRRBB
2011

A Regulator’s Perspective
on IRRBB

James Berry