Contact: Jamie Pfeifer Thursday, January 7, Introduction and Welcome to New Members for 2010
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1 Agenda Foreign Exchange Committee & Buy-Side Subcommittee Annual Meeting & Dinner Host: Federal Reserve Bank of New York 33 Liberty Street, New York Liberty Room 4:00 PM 6:00 PM Contact: Jamie Pfeifer Thursday, January 7, 2010 Introduction and Welcome to New Members for 2010 Antitrust Guidelines Review Market Discussion Topics of Relevance to FXC and Buy-Side in 2010 Task Force Updates Working Group Updates Operations Managers Chief Dealers Other Business 2010 Member List 2010 Meeting Schedule Next Meeting Planning
2 In Attendance FXC & Buy-Side Subcommittee Meeting, January 7 th 2010 Giulio Martini Rodolfo Fischer Jamie Thorsen Bill Hirschberg Eric Busay Robert Catalanello Jeff Feig Steve Yanez Russell LaScala Adnan Akant Mike Novogratz Steven Friedman Marcus Lee Patricia Mosser Michael Nelson Jamie Pfeifer Brian Sack David Rusate Peter Tomozawa Daniel Silber John Nixon Troy Rohrbaugh Stephen Mettler David Steck Mohammed Grimeh Anthony Bisegna Moti Jungreis Susan Gammage Mark Brown Peter Connolly AllianceBernstein Banco Itau Bank of Montreal Barclays CalPERS Calyon Citigroup Credit Suisse Deutsche Bank Fischer Francis Trees & Watts Fortress General Electric Goldman Sachs HSBC ICAP JPMorgan Chase Morgan Stanley Nomura Standard Chartered Bank State Street Corporation TD Bank Thomson Reuters Tudor Wells Fargo
3 Agenda Foreign Exchange Committee & Buy-Side Subcommittee Host: Citigroup 388 Greenwich St, NY, NY Contact: Jamie Pfeifer Wednesday, February 3, 2010 Special Guest: Gary Gensler, Chairman, CFTC Introduction and Welcome Regulatory Reform CLS Developments Market Developments 2010 Committee Priorities Members in Attendance: Giulio Martini, Alliance Bernstein Jeff Feig, Citigroup Adnan Akant, Fischer Francis Trees & Watts Mike Novogratz, Fortress David Rusate, General Electric Peter Tomozawa, Goldman Sachs Dan Silber, HSBC Troy Rohrbaugh, JP Morgan Chase David Steck, Nomura Mohammed Grimeh, Standard Chartered Anthony Bisegna, State Street Corporation Susan Gammage, Thomson Reuters Mark Brown, Tudor Fabian Shey, UBS Brian Sack, Patricia Mosser, Michael Nelson, Steven Friedman, Jamie Pfeifer, Guest Attendees: Theo Lubke (), Larry Sweet (), Maria Douvas (Morgan Stanley, FMLG)
4 Agenda Foreign Exchange Committee Host: Bank of Montreal 3 Times Square Contact: Jamie Pfeifer ( /jamie.pfeifer@ny.frb.org) Thursday, March 11, 2010 Welcome Market Discussion Brokerage New FX Industry Group CLS Developments Inquiry into Euro Hedge Fund Trading Task Force Updates JSC Update Anthony Bisegna, State Street Robert Catalanello, Credit Agricole CIB Peter Connolly, Wells Fargo Jeff Feig, Citigroup Rodolfo Fischer, Banco Itau Mohammed Grimeh, Standard Chartered Joyce Hansen, Moti Jungreis, TD Securities Russell LaScala, Deutsche Bank Marcus Lee, In Attendance Stephen Mettler, Morgan Stanley Patricia Mosser, Anna Nordstrom, Jamie Pfeifer, Troy Rohrbaugh, JP Morgan Chase Brian Sack, Dan Silber, HSBC Jamie Thorsen, Bank of Montreal Steven Yanez, Credit Suisse
5 Agenda Foreign Exchange Committee & Operations Managers Working Group Host: Credit Suisse 1 Madison Avenue Contact: Jamie Pfeifer ( /jamie.pfeifer@ny.frb.org) Wednesday, May 5, 2010 Special Guest: James Whitelaw, Reserve Bank of Australia Welcome OMWG Work Underway Overview Fed Commitments 60 Best Practices FX Novation Protocol Buy Side Outreach FXC Work Underway CSA work Stream Brokerage Practices CLS Work Stream Regulatory Reform Environment Market Discussion
6 Foreign Exchange Committee Members in Attendance RODOLFO FISCHER Banco Itau S.A. BRIAN SACK JAMIE THORSEN Bank of Montreal DANIEL SILBER HSBC BILL HIRSCHBERG Barclays JOHN NIXON ICAP ROBERT CATALANELLO Credit Agricole CIB TROY ROHRBAUGH JP Morgan Chase JEFF FEIG Citigroup STEPHEN METTLER Morgan Stanley & Co. STEVE YANEZ Credit Suisse DAVID STECK Nomura RUSSELL LASCALA Deutsche Bank AG MOHAMMED GRIMEH Standard Chartered Bank PATRICIA MOSSER ANTHONY BISEGNA State Street Corporation MICHAEL NELSON MOTI JUNGREIS TD Bank ANNA NORDSTROM FABIAN SHEY UBS JAMIE PFEIFER Operations Managers Working Group Members in Attendance RICARDO PACHECO Banco Itau S.A. PETER ROETHEL ROBIN PERLEN Bank of America ARTIE AMBROSE Goldman Sachs & Co. NEIL DELLO STRITTO Bank of Tokyo-Mitsubishi UFJ DAN RUPERTO Goldman Sachs & Co. MICHAEL HUGHES Barclays ROB PEREZ ICAP JOE DEMETRIO BNY Mellon RAFAEL MCKENZIE JP Morgan Chase KENNETH ROZYCKI Brown Brothers Harriman JOHN FUSCO Morgan Stanley & Co. MURALI ENAMANDRAM Citigroup MIKE HANLON Standard Chartered Bank PETER SLATER CLS JUDE COLANGELO UBS STEVEN KIM Deutsche Bank
7 Agenda Foreign Exchange Committee & Buy-Side Subcommittee Host: Nomura 2 World Financial Center, Building B 4:00 PM 6:00 PM Followed by Cocktails Contact: Jamie Pfeifer ( /jamie.pfeifer@ny.frb.org) Wednesday, June 30, 2010 Introduction and Welcome to New Members Market Discussion Regulatory Reform CLS Developments E-Commerce Trends and Possible Best Practices
8 ADNAN AKANT ANTHONY BISEGNA ERIC BUSAY ROBERT CATALANELLO RICHARD CHARLTON STEVEN CHO PETER CONNOLLY JEFF FEIG RODOLFO FISCHER MOHAMMED GRIMEH BILL HIRSCHBERG MOTI JUNGREIS ROBERT LERMAN LORIE LOGAN GIULIO MARTINI STEPHEN METTLER JOHN NIXON ANNA NORDSTROM MIKE NOVOGRATZ JAMIE PFEIFER TROY ROHRBAUGH DAVID RUSATE BRIAN SACK FABIAN SHEY DANIEL SILBER DAVID STECK In Attendance Fischer Francis Trees & Watts State Street Corporation Calpers Credit Agricole CIB Federal Reserve Bank of New York Goldman Sachs Wells Fargo Citigroup Banco Itau S.A. Standard Chartered Bank Barclays TD Bank Federal Reserve Bank of New York Federal Reserve Bank of New York AllianceBernstein Morgan Stanley & Co. ICAP North America Federal Reserve Bank of New York Fortress Federal Reserve Bank of New York JP Morgan Chase GE Federal Reserve Bank of New York UBS HSBC Nomura
9 Agenda Foreign Exchange Committee Host: JP Morgan Chase Chase Manhattan Plaza 4:00 PM 6:00 PM Contact: Jamie Pfeifer Thursday, September 16, 2010 Special Guests Bank of England: Grigoria Christodoulou and Michael Cross Federal Reserve Bank of New York: Lawrence Sweet U.S. Department of Treasury: Michael S. Barr, Sandra Cvitan, Mary Miller, and Mark Sobel Introduction and Welcome Update from the Foreign Exchange Joint Standing Committee Snapshot from the BIS 2010 Triennial Survey Discussion of FX Swaps and FX Forwards Market Discussion Update on FXC Work Streams: Publications and Best Practices Concerning Use of Credit Support Annexes and of CLS
10 Foreign Exchange Committee Members in Attendance ANTHONY BISEGNA ROBERT CATALANELLO STEVEN CHO JEFF FEIG RODOLFO FISCHER THOMAS GILLIE MOHAMMED GRIMEH WILLIAM HIRSCHBERG RUSSELL LASCALA STEPHEN METTLER PATRICIA MOSSER MICHAEL NELSON ANNA NORDSTROM JAMIE PFEIFER TROY ROHRBAUGH BRIAN SACK FABIAN SHEY DANIEL SILBER DAVID STECK STEVEN YANEZ State Street Corporation Credit Agricole CIB Goldman, Sachs & Co. Citigroup Banco Itau BBA Bank of America Merrill Lynch Standard Chartered Bank Barclays Deutsche Bank AG Morgan Stanley & Co. JP Morgan Chase UBS HSBC Nomura Credit Suisse Special Guests GRIGORIA CHRISTODOULOU MICHAEL CROSS MARIA DOUVAS JOHN VOLLKOMMER MARCUS LEE MATTHEW LIEBER LARRY SWEET MICHAEL S. BARR SANDRA CVITAN MARY MILLER Bank of England Bank of England FMLG, Morgan Stanley FMLG, JP Morgan Chase US Department of Treasury US Department of Treasury US Department of Treasury
11 MARK SOBEL US Department of Treasury
12 Meeting Notes Foreign Exchange Committee Host: Banco Itau BBA New York Stock Exchange 11 Wall Street 4:00 PM 6:00 PM Meeting Followed by Dinner Contact : Jamie Pfeifer ( / jamie.pfeifer@ny.frb.org) Thursday, October 14, 2010 Special Guests Bank of Canada: Donna Howard, Scott Kinnear CLS: Alan Bozian Federal Reserve Bank of New York: Jeanmarie Davis, Lawrence Sweet, Marsha Takagi, Todd Waszkelewicz Introduction and Welcome Update from CLS Update on FXC Work Streams: Publications and Best Practices Concerning Use of Credit Support Annexes Market Discussion Update from the Canadian Foreign Exchange Committee Other Business
13 Foreign Exchange Committee Members in Attendance ROBERT CATALANELLO STEVEN CHO PETER CONNOLLY JEFF FEIG THOMAS GILLIE MOHAMMED GRIMEH MOTI JUNGREIS RUSSELL LASCALA STEPHEN METTLER PATRICIA MOSSER MICHAEL NELSON JOHN NIXON ANNA NORDSTROM JAMIE PFEIFER TROY ROHRBAUGH BRIAN SACK FABIAN SHEY DANIEL SILBER DAVID STECK JAMIE THORSEN Credit Agricole CIB Goldman, Sachs & Co. Wells Fargo Citigroup Bank of America Merrill Lynch Standard Chartered Bank TD Securities Deutsche Bank AG Morgan Stanley & Co. ICAP JP Morgan Chase UBS HSBC Nomura Bank of Montreal Special Guests DONNA HOWARD SCOTT KINNEAR ALAN BOZIAN Bank of Canada Bank of Canada CLS JEANMARIE DAVIS MARCUS LEE LARRY SWEET MARSHA TAKAGI TODD WASZKELEWICZ
14 Agenda Foreign Exchange Committee Host: TD Securities 31 West 52 nd Street, 19 th Floor 12:30 PM 2:30 PM Working Luncheon Contact : Jamie Pfeifer ( / jamie.pfeifer@ny.frb.org) Wednesday, November 10, 2010 Introduction and Welcome Market Discussion Treasury Department Request for Comment Update on 2010 FXC Work Streams 2011 FXC Outlook Other Business
15 Foreign Exchange Committee Members in Attendance ANTHONY BISEGNA ROBERT CATALANELLO PETER CONNOLLY JEFF FEIG RODOLFO FISCHER THOMAS GILLIE MOHAMMED GRIMEH MOTI JUNGREIS STEPHEN METTLER PATRICIA MOSSER MICHAEL NELSON ANNA NORDSTROM JAMIE PFEIFER TROY ROHRBAUGH BRIAN SACK FABIAN SHEY DANIEL SILBER DAVID STECK STEVEN YANEZ State Street Corporation Credit Agricole CIB Wells Fargo Citigroup Banco Itau Bank of America Merrill Lynch Standard Chartered Bank TD Securities Morgan Stanley & Co. JP Morgan Chase UBS HSBC Nomura Credit Suisse
Contact: Mari Baca (212-720-1707/mari.baca@ny.frb.org) Thursday, January 10, 2008. Introduction and Welcome to New Members.
Agenda Foreign Exchange Committee Annual Meeting & Dinner Host: Federal Reserve Bank of New York 33 Liberty Street, New York 10 th Floor Board Room 4:00 PM 6:00 PM Meeting to be followed by Reception &
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