7th Edition | In-Person Participation Only

18th – 19th April 2024 | Lisbon, Portugal

Ramada By Wyndham Lisbon


In Person Participants

Sponsors and Exhibitors

Key Speakers

Summit Introduction

In the current dynamic and ever-changing global financial environment, the importance of effective collateral management has reached new heights. It has become absolutely crucial for institutions aiming to maximize their risk management strategies and improve overall operational efficiency. As financial markets continue to evolve and become increasingly complex, institutions must adapt by implementing robust collateral management practices.

The Global Collateral Management Summit serves as a platform for professionals from diverse sectors such as banking, asset management, insurance, and regulatory bodies to come together and exchange insights, best practices, and innovative solutions in the realm of collateral management. With an emphasis on cutting-edge technologies, regulatory developments, and emerging trends, this summit offers a comprehensive overview of the industry’s challenges and opportunities.

During this two-day event, participants can engage in insightful discussions, attend thought-provoking keynote presentations, and explore interactive workshops led by industry experts. Topics of discussion will include collateral optimization, regulatory compliance, risk mitigation, automation, digitalization, and the impact of emerging technologies such as blockchain and artificial intelligence on collateral management processes.

Whether you are a seasoned professional, a technology provider, or an industry newcomer, the Global Collateral Management Summit provides a unique networking and knowledge-sharing platform to enhance your understanding of the collateral management landscape and stay ahead of the curve. Join us to gain valuable insights, forge strategic partnerships, and explore innovative solutions that will shape the future of collateral management in a dynamic global economy.

Key Topics

• Assessing the Global Landscape of Collateral Management & Securities Finance
• The Future of Collateral Optimization: Leveraging Innovative Techniques for Enhanced Efficiency
• Mitigating Systemic Risk and Optimizing Resource Efficiency
• The Role of Repo Trading, Collateral Management, and Liability Driven Investment (LDI) Strategies
• Navigating the Complexities of Digital Asset Custody: Balancing Security, Compliance, and Opportunities
• Collateral Effectiveness Variation in Mortgage Markets: Implications for Credit Provision and Automated Appraisals
• Implementing Basel 3.1 Standards on Credit Valuation Adjustment (CVA) Risk
• Best Practices in Collateral Reporting and Valuation

Sponsored By


Previous Attendees

Ramada By Wyndham Lisbon

Ramada By Wyndham Lisbon

Av. Engenheiro Arantes E Oliveira, 9

Telephone: +351 218 434 200

For Sponsorship Or Exhibitions

We offer a wide range of sponsorship opportunities like:
• Speaking slots to share your experience with a senior audience
• Exhibition locations to develop relationships with your target market
• Marketing visibility to improve your reputation within the industry etc.
• A wish list of companies you want to meet can be provided to us so we can invite them for you
• One-to-one meetings if you wish to meet some specific people on our participant’s list
• Access to the Conference mobile app to set up pre-meetings with any participant

Please contact: Frank Boahen
Email: sponsorship@conferenziaworld.com
Office phone: +44 203 740 3320

Sahand Kianersi

Sahand Kianersi

Conference Producer

Reviews From Our Past Events

Testimonials From Previous Attendees


"I enjoyed the summit as I learnt a lot about current CX and Digital Transformation challenges. Great minds came together to discuss our experience about People-Oriented CX. It is really hard to change processes and priorities in organizations even though there are clear data-driven reasons and explanations. I was amused to see how companies from different verticals – such as theme parks, retail stores or FMCG brands – approach CX and what initiatives they have to learn more about customer needs. Neticle has an important role in driving this shift for clients - it takes time and CX managers need partners and support from the other departments as well. Though measurement and KPIs are getting more and more standardized, the meaning behind the ratings, so the customer verbatim management is still a problem to solve. It is not sustainable to read and process hundreds or thousands of text units one by one, so automation is a must-have now. I personally enjoyed being on stage and sharing my thoughts with more than 100 CX-engaged professionals. It's been a unique opportunity to start meaningful discussions about text analytics in the field of CX and digital transformation. All participants were highly experienced, open-minded, aiming to learn from the others."


Peter Szekeres

     Péter Szekeres
     Co-founder and Chairman, Neticle Enterprise Text Analytics


Testimonials From Previous Attendees


"Matias and I had a really great time at the summit in Amsterdam. We met a lot of interesting people and who are very interested in our new solution Videobot. Matias presentation was also very appreciated and I believe inspired many of the attendees."


Carolyn Gobran 1

     Carolyn Gobran
     Sales & Marketing Manager, Videobot


Testimonials From Previous Attendees


"I was very pleased to be able to show case many of the offerings Lonza has to offer and it was good to have so many questions after the presentation and also after the conference ended. I guess it is always a good sign if a topic receives further interest over the course of the event. Many thanks for your organization of the event and for inviting Lonza to share its broad range of Development Technologies approaches and experience in speeding time from Development to Clinic. I too learned a lot from the other presentations on the day."


James Berrie

     James Berrie
     Technical Director, Global Process Development, Lonza