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Clearwater client roundtable: Handling derivatives

Learn how your peers are leveraging Clearwater to handle and account for derivatives in their portfolios.

Join fellow Clearwater clients for a roundtable discussion on derivatives.

This is your opportunity to meet other Clearwater clients, including Google, that hold derivatives and discuss best practices, processes, and operational challenges around investing in and accounting for derivatives in your portfolio.

Clearwater product stakeholders will be on hand to present a product roadmap on alternatives and specifically derivatives and solicit your feedback on how to enhance the Clearwater product offering.

Attend on Thursday, February 16, at 12 p.m. ET / 9 a.m. PT to engage in meaningful conversation on topics including:

  • How public companies handle reporting and disclosure requirements (including footnotes)
  • Challenges surrounding held and pledged collateral reporting
  • Best practices for period-end checks and processes
  • How to handle notional calculations
  • Accounting and general ledger best practices
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Chris Fisher
Treasury Solutions Consultant, Clearwater Analytics
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Jonathan Flitt
Global Head of Alternative Investment Solutions, Clearwater Analytics