The CDM: Common Domain Module – Adrian Dale – ISLA, David Shone – ISDA, Jane Gavronsky – FINOS
CDM HomepageIn this episode of the podcast, our FINOS COO, Jane Gavronsky sits down with Adrian Dale of ISLA and David Shone of ISDA to discuss the associations contribution and backing of the FINOS Common Domain Model (CDM) to the FINOS open source community.
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The CDM: Common Domain Module – Adrian Dale – ISLA, David Shone – ISDA, Jane Gavronsky – FINOS
In this episode of the podcast, our FINOS COO, Jane Gavronsky sits down with Adrian Dale of ISLA and David Shone of ISDA to discuss the associations contribution and backing of the FINOS Common Domain Model (CDM) to the FINOS open source community.
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PDF
CDM: An Overview
View an overview of the CDM
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MP4
Initial Margin Reporting using CDM – Marc Gratacos, TradeHeader
Presented at Open Source In Finance Forum 2023 – NYCPresented by Marc Gratacos – TradeHeaderTitle: Initial Margin Reporting using CDMAbstract: Initial Margin Reporting using CDM The International Swaps Derivatives Association, Inc. created the Standard Initial Margin Methodology (SIMM) to harmonize the calculation of guarantees and help market participants to comply with regulations. Specifically, to comply with the BCBS-IOSCO (Basel Committee on Banking Supervision and the International Organization of Securities Commissions) margin framework for non-cleared derivatives. ISDA developed the Common Risk Interchange Format (CRIF), and together with the Common Domain Model (CDM), create a powerful solution to standardize and automate the exchange of risk data. The CRIF is the standard template to hold and report risk data, it enables the exchange of risk data between firms and facilitates the initial margin reconciliations. The SIMM methodology applies sensitivity-based calculations across four product groups: Interest rates and FX, Credit, Equity and Commodities. Applying the CDM will help to automate the creation of CRIF files and ensure their validity, as well as enable automation of risk data reporting to regulators. The presentation will show how CDM can be used to standardize the generation of CRIF files.Slides can be found here: https://osff2023.sched.com/event/1PzGF/initial-margin-reporting-using-cdm-marc-gratacos-tradeheaderFind more info about FINOS:On the web: https://www.finos.org/Twitter: https://twitter.com/finosfoundationLinkedIn: https://www.linkedin.com/company/finosfoundation/OSFF NYC: https://events.linuxfoundation.org/open-source-finance-forum-new-york/
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MP4
CDM Collateral Representation – Amy Caruso & Vernon Alden Smith, ISDA & Tom Healey, ICMA
Presented at Open Source In Finance Forum 2023 – NYCPresented by Amy Caruso & Vernon Alden Smith – ISDA & Tom Healey – ICMATitle: CDM Collateral RepresentationAbstract: Reduce manual input to collateral management systems and decrease collateral disputes with CDM. Learn more about CDM’s collateral representation and the Object Builder, which can be used to create digital eligible collateral schedules and automate eligibility of collateral processing.Slides can be found here: https://osff2023.sched.com/event/1Q2Lu/cdm-collateral-representation-amy-caruso-vernon-alden-smith-isda-tom-healey-icmaFind more info about FINOS:On the web: https://www.finos.org/Twitter: https://twitter.com/finosfoundationLinkedIn: https://www.linkedin.com/company/finosfoundation/OSFF NYC: https://events.linuxfoundation.org/open-source-finance-forum-new-york/
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SPOTIFY
OSFF 2023: Podcast Playlist
Listen to podcast episodes from speakers at our Open Source in Finance 2023 and other relevant episodes.
-
Hackathons, Open Source, Finance? Oh My! - Jon Gottfried, Major League Hacking
In this episode of the podcast, Grizz sits down with Jon Gottfried, Co-Founder of Major League Hacking. They talk about hackathons in finance, and developer/engineering talent, from both the individual and hiring manager perspectives.
-
SPOTIFY
Emerging Technologies: The Spatial Computing Panel – Peter Smulovics, Morgan Stanley
Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, Grizz sits down with Peter Smulovics, Executive Director at Morgan Stanley about.. well, just about everything. We hit his developer journey, metaverse, XR, spatial computing, Big Boost Mondays, autism hackathons, and painting fences. He is currently Executive Director for Windows and .NET develop practices and spatial computing and metaverse development practices at Morgan Stanley, and co-chair for Open Source Readiness and Emerging Technologies at The Linux Foundation / FINOS. He will be speaking at the Open Source in Finance Forum on November 1st in New York: https://sched.co/1PzG9Peter Smulovics LinkedInFSI Hack for Autism – 2023NYC November 1 – Open Source in Finance Forum 2022 State of Open Source in Financial Services Download A huge thank you to all our sponsors for Open Source in Finance Forum New York that will take place this November 1st at the New York Marriott Marquis This event wouldn’t be possible without our sponsors. A special thank you to our Leader sponsors: Databricks, where you can unify all your data, analytics, and AI on one platform. And Red Hat – Open to change—yesterday, today, and tomorrow. And our Contributor and Community sponsors: Adaptive/Aeron, Discover, FinOps Foundation, instaclustr, mend.io, Open Mainframe Project, OpenJS Foundation, OpenLogic by Perforce, Orkes, Red Hat, Sonatype, and Tidelift. If you would like to sponsor or learn more about this event, please send an email to sponsorships@linuxfoundation.org.Grizz’s Info | LinkedIn | grizz@finos.org ►► Visit FINOS www.finos.org ►► Get In Touch: info@finos.org
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SPOTIFY
Enabling Real Time Regulatory Compliance with Kafka Streams and Morphir – Anna McDonald, Technical Voice of the Customer, Confluent
Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, Grizz sits down with Anna McDonald, Technical Voice of the Customer at Confluent to talk about her OSFF talk: “Enabling Real Time Regulatory Compliance with Kafka Streams and Morphir“. We talk about Kafka Streams, Morphir, Open Regulation, and what it’s like to figure out your passion for coding at 5 years old. She will be speaking at the Open Source in Finance Forum on November 1st in New Yor. Anna McDonald LinkedIn. NYC November 1 – Open Source in Finance Forum. A huge thank you to all our sponsors for Open Source in Finance Forum New York that will take place this November 1st at the New York Marriott Marquis. This event wouldn’t be possible without our sponsors. A special thank you to our Leader sponsors: Databricks, where you can unify all your data, analytics, and AI on one platform. And Red Hat – Open to change—yesterday, today, and tomorrow. And our Contributor and Community sponsors: Adaptive/Aeron, Discover, FinOps Foundation, instaclustr, mend.io, Open Mainframe Project, OpenJS Foundation, OpenLogic by Perforce, Orkes, Red Hat, Sonatype, and Tidelift. If you would like to sponsor or learn more about this event, please send an email to sponsorships@linuxfoundation.org. Grizz’s Info | https://www.linkedin.com/in/aarongriswold/ | grizz@finos.org ►► Visit FINOS www.finos.org ►► Get In Touch: info@finos.org
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LINK
A Discussion of “The Future of the Securities Lending Market: An Agenda for Change” - Adrian Dale
ISLA published a paper entitled ‘The Future of the Securities Lending Market | An Agenda for Change’ in September 2019, looking at the conjunction of market complexity, technical architecture and regulatory impacts. The conclusion reached was that a transformation was overdue and the solution would be underpinned by common standards.
-
SPOTIFY
Data-Driven Decisions: Uncovering the Key Metrics Shaping Success in OSS – Brian Douglas, CEO, OpenSauced
Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, Grizz sits down with Brian Douglas, CEO, of OpenSauced to talk about his OSFF talk: “Data-Driven Decisions: Uncovering the Key Metrics Shaping Success in OSS”. We talk about his developer evangelist journey, open source project analytics, accessing talent, and a little Steph Curry. He will be speaking at the Open Source in Finance Forum on November 1st in New York.
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SPOTIFY
Cloud Financial Management Strategy - Varsha Sundar, VP Cloud FinOps, Chubb
Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, Grizz sits down with Varsha Sundar, VP of Cloud FinOps at Chubb Insurance to talk about her OSFF talk: "Cloud Financial Management Strategy". We talk about her journey, what FinOps is, and why it's important. She will be speaking at the Open Source in Finance Forum on November 1st in New York: https://sched.co/1Q2n3 LinkedIn: https://www.linkedin.com/in/varsha-sundar-b751b326/ FinOps Foundation: https://www.finops.org/ All Links on Current Newsletter Here: https://www.finos.org/newsletter - more show notes to come NYC November 1 - Open Source in Finance Forum: https://events.linuxfoundation.org/open-source-finance-forum-new-york/ 2022 State of Open Source in Financial Services Download: https://www.finos.org/state-of-open-source-in-financial-services-2022 A huge thank you to all our sponsors for Open Source in Finance Forum New York https://events.linuxfoundation.org/open-source-finance-forum-new-york/that will take place this November 1st at the New York Marriott Marquis This event wouldn’t be possible without our sponsors. A special thank you to our Leader sponsor: Databricks, where you can unify all your data, analytics, and AI on one platform. And our Contributor and Community sponsors: Adaptive/Aeron, Discover, FinOps Foundation, instaclustr, mend.io, Open Mainframe Project, OpenJS Foundation, OpenLogic by Perforce, Orkes, Red Hat, Sonatype, and Tidelift. If you would like to sponsor or learn more about this event, please send an email to sponsorships@linuxfoundation.org. Grizz's Info | https://www.linkedin.com/in/aarongriswold/ | grizz@finos.org ►► Visit FINOS www.finos.org ►► Get In Touch: info@finos.org
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MP4
Solving Collateral Challenges Using CDM and FDC3 - Amy Caruso & Lyteck Lynhiavu (ISDA)
Watch this demo video from our 2023 BMO Hackathon
-
SPOTIFY
OSFF Track Breakdown & FINOS August 9 2023 Debrief
Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, we break down the newly released schedule from the Open Source in Finance Forum (OSFF). Plus - we return to our FINOS Debrief episodes that wrap up the past month in the FINOS Ecosystem - and look forward to the next month and beyond.
Suggested Content
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The CDM: Common Domain Module – Adrian Dale – ISLA, David Shone – ISDA, Jane Gavronsky – FINOS

In this episode of the podcast, our FINOS COO, Jane Gavronsky sits down with Adrian Dale of ISLA and David Shone of ISDA to discuss the associations contribution and backing of the FINOS Common Domain Model (CDM) to the FINOS open source community.
CDM: An Overview

View an overview of the CDM
Initial Margin Reporting using CDM – Marc Gratacos, TradeHeader
/2023%20OSFF%20Speaker%20Video%20Recordings/OSFF%20Speaker%20Video%20Recording%20Thumbnail%20Images/38%20Initial%20Margin%20Reporting%20using%20CDM%20-%20Marc%20Gratacos%20TradeHeader_e3.png)
Presented at Open Source In Finance Forum 2023 – NYCPresented by Marc Gratacos – TradeHeaderTitle: Initial Margin Reporting using CDMAbstract: Initial Margin Reporting using CDM The International Swaps Derivatives Association, Inc. created the Standard Initial Margin Methodology (SIMM) to harmonize the calculation of guarantees and help market participants to comply with regulations. Specifically, to comply with the BCBS-IOSCO (Basel Committee on Banking Supervision and the International Organization of Securities Commissions) margin framework for non-cleared derivatives. ISDA developed the Common Risk Interchange Format (CRIF), and together with the Common Domain Model (CDM), create a powerful solution to standardize and automate the exchange of risk data. The CRIF is the standard template to hold and report risk data, it enables the exchange of risk data between firms and facilitates the initial margin reconciliations. The SIMM methodology applies sensitivity-based calculations across four product groups: Interest rates and FX, Credit, Equity and Commodities. Applying the CDM will help to automate the creation of CRIF files and ensure their validity, as well as enable automation of risk data reporting to regulators. The presentation will show how CDM can be used to standardize the generation of CRIF files.Slides can be found here: https://osff2023.sched.com/event/1PzGF/initial-margin-reporting-using-cdm-marc-gratacos-tradeheaderFind more info about FINOS:On the web: https://www.finos.org/Twitter: https://twitter.com/finosfoundationLinkedIn: https://www.linkedin.com/company/finosfoundation/OSFF NYC: https://events.linuxfoundation.org/open-source-finance-forum-new-york/
CDM Collateral Representation – Amy Caruso & Vernon Alden Smith, ISDA & Tom Healey, ICMA
/2023%20OSFF%20Speaker%20Video%20Recordings/OSFF%20Speaker%20Video%20Recording%20Thumbnail%20Images/37%20CDM%20Collateral%20Representation%20-%20Amy%20Caruso%20-%20Vernon%20Alden%20Smith%20ISDA%20-%20Tom%20Healey%20ICMA_e3.png)
Presented at Open Source In Finance Forum 2023 – NYCPresented by Amy Caruso & Vernon Alden Smith – ISDA & Tom Healey – ICMATitle: CDM Collateral RepresentationAbstract: Reduce manual input to collateral management systems and decrease collateral disputes with CDM. Learn more about CDM’s collateral representation and the Object Builder, which can be used to create digital eligible collateral schedules and automate eligibility of collateral processing.Slides can be found here: https://osff2023.sched.com/event/1Q2Lu/cdm-collateral-representation-amy-caruso-vernon-alden-smith-isda-tom-healey-icmaFind more info about FINOS:On the web: https://www.finos.org/Twitter: https://twitter.com/finosfoundationLinkedIn: https://www.linkedin.com/company/finosfoundation/OSFF NYC: https://events.linuxfoundation.org/open-source-finance-forum-new-york/
OSFF 2023: Podcast Playlist

Listen to podcast episodes from speakers at our Open Source in Finance 2023 and other relevant episodes.
Hackathons, Open Source, Finance? Oh My! - Jon Gottfried, Major League Hacking

In this episode of the podcast, Grizz sits down with Jon Gottfried, Co-Founder of Major League Hacking. They talk about hackathons in finance, and developer/engineering talent, from both the individual and hiring manager perspectives.
Emerging Technologies: The Spatial Computing Panel – Peter Smulovics, Morgan Stanley

Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, Grizz sits down with Peter Smulovics, Executive Director at Morgan Stanley about.. well, just about everything. We hit his developer journey, metaverse, XR, spatial computing, Big Boost Mondays, autism hackathons, and painting fences. He is currently Executive Director for Windows and .NET develop practices and spatial computing and metaverse development practices at Morgan Stanley, and co-chair for Open Source Readiness and Emerging Technologies at The Linux Foundation / FINOS. He will be speaking at the Open Source in Finance Forum on November 1st in New York: https://sched.co/1PzG9Peter Smulovics LinkedInFSI Hack for Autism – 2023NYC November 1 – Open Source in Finance Forum 2022 State of Open Source in Financial Services Download A huge thank you to all our sponsors for Open Source in Finance Forum New York that will take place this November 1st at the New York Marriott Marquis This event wouldn’t be possible without our sponsors. A special thank you to our Leader sponsors: Databricks, where you can unify all your data, analytics, and AI on one platform. And Red Hat – Open to change—yesterday, today, and tomorrow. And our Contributor and Community sponsors: Adaptive/Aeron, Discover, FinOps Foundation, instaclustr, mend.io, Open Mainframe Project, OpenJS Foundation, OpenLogic by Perforce, Orkes, Red Hat, Sonatype, and Tidelift. If you would like to sponsor or learn more about this event, please send an email to sponsorships@linuxfoundation.org.Grizz’s Info | LinkedIn | grizz@finos.org ►► Visit FINOS www.finos.org ►► Get In Touch: info@finos.org
Enabling Real Time Regulatory Compliance with Kafka Streams and Morphir – Anna McDonald, Technical Voice of the Customer, Confluent

Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, Grizz sits down with Anna McDonald, Technical Voice of the Customer at Confluent to talk about her OSFF talk: “Enabling Real Time Regulatory Compliance with Kafka Streams and Morphir“. We talk about Kafka Streams, Morphir, Open Regulation, and what it’s like to figure out your passion for coding at 5 years old. She will be speaking at the Open Source in Finance Forum on November 1st in New Yor. Anna McDonald LinkedIn. NYC November 1 – Open Source in Finance Forum. A huge thank you to all our sponsors for Open Source in Finance Forum New York that will take place this November 1st at the New York Marriott Marquis. This event wouldn’t be possible without our sponsors. A special thank you to our Leader sponsors: Databricks, where you can unify all your data, analytics, and AI on one platform. And Red Hat – Open to change—yesterday, today, and tomorrow. And our Contributor and Community sponsors: Adaptive/Aeron, Discover, FinOps Foundation, instaclustr, mend.io, Open Mainframe Project, OpenJS Foundation, OpenLogic by Perforce, Orkes, Red Hat, Sonatype, and Tidelift. If you would like to sponsor or learn more about this event, please send an email to sponsorships@linuxfoundation.org. Grizz’s Info | https://www.linkedin.com/in/aarongriswold/ | grizz@finos.org ►► Visit FINOS www.finos.org ►► Get In Touch: info@finos.org
A Discussion of “The Future of the Securities Lending Market: An Agenda for Change” - Adrian Dale

ISLA published a paper entitled ‘The Future of the Securities Lending Market | An Agenda for Change’ in September 2019, looking at the conjunction of market complexity, technical architecture and regulatory impacts. The conclusion reached was that a transformation was overdue and the solution would be underpinned by common standards.
Data-Driven Decisions: Uncovering the Key Metrics Shaping Success in OSS – Brian Douglas, CEO, OpenSauced

Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, Grizz sits down with Brian Douglas, CEO, of OpenSauced to talk about his OSFF talk: “Data-Driven Decisions: Uncovering the Key Metrics Shaping Success in OSS”. We talk about his developer evangelist journey, open source project analytics, accessing talent, and a little Steph Curry. He will be speaking at the Open Source in Finance Forum on November 1st in New York.
Cloud Financial Management Strategy - Varsha Sundar, VP Cloud FinOps, Chubb

Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, Grizz sits down with Varsha Sundar, VP of Cloud FinOps at Chubb Insurance to talk about her OSFF talk: "Cloud Financial Management Strategy". We talk about her journey, what FinOps is, and why it's important. She will be speaking at the Open Source in Finance Forum on November 1st in New York: https://sched.co/1Q2n3 LinkedIn: https://www.linkedin.com/in/varsha-sundar-b751b326/ FinOps Foundation: https://www.finops.org/ All Links on Current Newsletter Here: https://www.finos.org/newsletter - more show notes to come NYC November 1 - Open Source in Finance Forum: https://events.linuxfoundation.org/open-source-finance-forum-new-york/ 2022 State of Open Source in Financial Services Download: https://www.finos.org/state-of-open-source-in-financial-services-2022 A huge thank you to all our sponsors for Open Source in Finance Forum New York https://events.linuxfoundation.org/open-source-finance-forum-new-york/that will take place this November 1st at the New York Marriott Marquis This event wouldn’t be possible without our sponsors. A special thank you to our Leader sponsor: Databricks, where you can unify all your data, analytics, and AI on one platform. And our Contributor and Community sponsors: Adaptive/Aeron, Discover, FinOps Foundation, instaclustr, mend.io, Open Mainframe Project, OpenJS Foundation, OpenLogic by Perforce, Orkes, Red Hat, Sonatype, and Tidelift. If you would like to sponsor or learn more about this event, please send an email to sponsorships@linuxfoundation.org. Grizz's Info | https://www.linkedin.com/in/aarongriswold/ | grizz@finos.org ►► Visit FINOS www.finos.org ►► Get In Touch: info@finos.org
Solving Collateral Challenges Using CDM and FDC3 - Amy Caruso & Lyteck Lynhiavu (ISDA)
%20image.png)
Watch this demo video from our 2023 BMO Hackathon
OSFF Track Breakdown & FINOS August 9 2023 Debrief

Listen to this episode from FINOS Open Source in Finance Podcast on Spotify. In this episode of the podcast, we break down the newly released schedule from the Open Source in Finance Forum (OSFF). Plus - we return to our FINOS Debrief episodes that wrap up the past month in the FINOS Ecosystem - and look forward to the next month and beyond.