On the afternoon of July 8, 2014, the NIBA will present its first co-sponsored event with DePaul University in Chicago. Two panel discussions and a Networking Reception are included in the afternoon’s program. Registration is required. Click to Register
The first panel will discuss the effect of CFTC Reg. 1.22 on your relationship with your customers. FCM implementation of Reg. 1.22 means that customers will have shorter timeframes in which to meet their margin calls. Although this regulation is scheduled to go into effect over the course of 2014, several FCMs have already began to transition by making the required changes to margin procedures in phases. This panel of industry experts, including the NFA, will help you understand the requirements and prepare your clients for the changes to come over the next few months. Turnkey Trading Partners will moderate a panel made up of Mike Coglianese, CPA, Jeff Henderson, Henderson-Lyman Law Office and Dale Spoljaric from the National Futures Association.
Managed futures is the topic of our second panel. Do you offer managed futures as a portion of the products available through your IB office? Are you a CTA? This panel will discuss managed futures as a growth asset class from all perspectives, and show you how to present this investment group to your clients. Jason Turnipseed of Managed Account Research, Inc. moderates this discussion joined by Mark Shore, DePaul University, Adrian Fleisher of Ten Yard Capital and Paul Sylvia, Hewitt EnnisKnopp.
A networking reception follows the business sessions. This event is complimentary, but registration is required Click to Register.
Co-chairs of this event are: Steve Petillo, NIBA President, petillo@coquest.com, Mike Burke, NIBA Vice-President, mikeb@highgroundtrading.com and Dr. Carl Luft, DePaul University. Any questions, contact Steve or Mike.
