Derivative Insider Webinar Series:
Practical Implementation of a Quantitative Platform for Risk & Valuation Analytics

This is the second webinar in our “Derivative Insider” series. In this series, we interviewed Numerix clients to learn their hard-won secrets and practical tips on building and leveraging technology for maximum benefit in their OTC derivatives businesses.

In this webinar, the Chief Risk Officer (CRO) from Exos Financial, Philippe Hatstadt, joined Numerix’s CMO James Jockle to discuss how Philippe and the team at Exos have built a proprietary risk system to support their Risk function.

With deep trading and risk management experience on Wall Street across sell-side and buy-side institutions, Philippe knows what it takes to successfully build and utilize a risk system, as well as how to avoid common pitfalls. In this webinar, he shared some of this hard-earned wisdom with the Numerix audience.

Join us to hear Philippe’s perspectives on:

  • Exos Financial’s philosophies on technology and disruption
  • Buying vs. building a risk system
  • Opportunities & challenges of using open-source software and components
  • Considerations in integrating with other systems
  • Must-have risk functionality from a CRO’s perspective
  • Top 5 practical tips from experience


Featured Speakers:

Philippe Hatstadt, Chief Risk Officer, Partner, Exos Financial

Philippe leads Exos risk management across all buy-side and sell-side proprietary and asset management product lines and also heads the valuation and risk analytics of the firm. He is a strategic risk manager with extensive experience across fixed income products, fixed income derivatives and structured/exotic products, particularly in credit, securitized products and rates. Having been a global head trader, structurer and quant, he has a unique insight into the business lines and work closely with them to establish hedging strategies, capital allocations and setting of risk limits. He follows a systematic, quantitative approach to risk monitoring using technology and analytics for market, credit and counterparty risks and drives the development of the firm's risk management framework. This includes the risk-adjusted allocation of economic capital, optimization of funding, day-to-day management of financial and digital asset risks and setting of governance and core risk principles. He believes in the critical importance of the linkages between models, systems, analytics, data and communications amongst all of the key stakeholders. Prior to Exos, he held various Managing Director positions as Head Trader in rates, credit derivatives and structured financing at various places including Credit Suisse, Bear Stearns, Merrill Lynch and Lehman Brothers. 

Moderator: James Jockle, Chief Marketing Officer, Numerix

James Jockle leads the company's global marketing efforts, spanning a diverse set of solutions and audiences. He oversees integrated marketing communications to customers in the largest global financial markets and to the Numerix partner network through the company's branding, electronic marketing, research, events, public relations, advertising and relationship marketing. Prior to joining Numerix, he served as Managing Director of Global Marketing and Communications for Fitch Ratings. During his tenure at Fitch, Mr. Jockle built the firm’s public relations program, oversaw investor relations and led marketing and communications plans for several acquisitions. He also oversaw the brand development of a new company dedicated to the enhancement of credit derivative and structured-credit ratings, products and services. Prior to Fitch, Mr. Jockle was a member of the communications team at Moody's Investors Service.




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