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2017 OCC Blog

December 20, 2017
Advocating for a stronger U.S. options market
By John Davidson
John Davidson, OCC Chief Operating Officer, recently spoke at SIFMA's Annual Listed Options Symposium and shared his insight on how the exchange-listed options industry could be impacted by various regulations and risks in 2018.
Category: Clearing Services, Company Updates, Market Efficiencies

December 12, 2017
Using exchange-listed options as a risk management tool for IPO stocks
By Gary Delany
Gary Delany, OIC Director of European Marketing and Education, discusses how investors with various market outlooks can gain exposure to IPO stocks through exchange-listed options strategies.
Category: Industry Education, OIC

November 14, 2017
Accomplishing the Impossible
By Dave Hoag
Dave Hoag, OCC's CIO, discusses a data management project that OCC's summer technology interns worked on and the value they delivered to the company.
Category: Company Updates, Talent Management

October 17, 2017
The Options Industry Council: 25 Years of Trusted Options Investor Education
By Mary Savoie
Mary Savoie, Executive Director of The Options Industry Council (OIC), talks about OIC's role as the leading provider of unbiased listed options education and the importance of education for investors, financial advisors, and the users of the listed options markets.
Category: Industry Education, OIC

October 5, 2017
Q&A with Mark Morrison, OCC's Chief Security Officer
By Mark Morrison
Mark Morrison, OCC Chief Security Officer (CSO), shares his insights on cyber security and the exchange-listed options industry, as well as his responsibilities at the world's largest equity derivatives clearing organization.
Categories: Company Updates, Cyber Security, Risk Management

September 28, 2017
Millennials – a new investor group with new needs
By Gary Delany
Gary Delany, OIC Director of European Marketing and Education, discusses the millennial demographic and what this emerging group of investors needs for managing their investment accounts.
Category: Industry Education, OIC

August 16, 2017
The Options Industry Council Continues to Expand its Outreach to Financial Advisors
By Eric Cott
Eric Cott, Director of Financial Advisor (FA) Education for The Options Industry Council (OIC), discusses how OIC educates FAs about the benefits and risks of using exchange-listed options to help their clients manage their financial risk.
Category: Industry Education, OIC

July 20, 2017
Five Questions with John Davidson, OCC President and Chief Operating Officer
By John Davidson
John Davidson, OCC President and Chief Operating Officer, shares his insights on the listed options industry and his responsibilities at the world's largest equity derivatives clearing organization.
Categories: Company Updates

June 6, 2017
Providing Stability for the U.S. Listed Equity Options Market
By Craig Donohue
OCC Executive Chairman and CEO Craig Donohue discusses financial tax reform and the implementation of SA-CCR, and the potential impact such proposals could have on the listed equity options markets.
Categories: Company Updates, Market Efficiencies, Regulation

April 25, 2017
OCC Says Implementation of SA-CCR Important For Liquid and Orderly Listed Options Markets
By John Fennell
OCC Chief Risk Officer John Fennell discusses the implementation of the Standardized Approach for Counterparty Credit Risk (SA-CCR) and its potential impact on liquidity in the listed options markets.
Categories: Market Efficiencies, Regulation

March 16, 2017
OCC Educating Lawmakers on Potential Impact of Tax Reform on Listed Equity Options Market
By Craig Donohue
OCC Executive Chairman and CEO Craig Donohue talks about the potential impact of comprehensive tax reform on listed equity options markets.
Categories: Company Updates, Market Efficiencies, Regulation

March 2, 2017
Renovating OCC's Risk Culture
by John Fennell
John Fennell, OCC EVP and Chief Risk Officer, discusses the proactive steps to renovate the OCC's risk culture and install a culture based on "identify, escalate, and then debate."
Categories: Operational Risk Management, Risk Management

February 7, 2017
What should be on Top of a Beneficial Owner's To-do List for 2017?
by Chip Dempsey
Chip Dempsey, OCC Chief Commercial Officer, discusses OCC's enhanced stock loan program and what beneficial owners should be looking for in 2017.
Categories: Securities Lending/Stock Loan

January 19, 2017
Options on ETFs Are Too Big to Ignore
By Mary Savoie
Mary Savoie, OIC Executive Director, talks about the growth of exchange-traded funds (ETFs) and InsideETFs, the world's largest ETF conference, where she will be moderating the event's first ever all-woman panel with industry leaders.
Category: Industry Education, OIC

January 5, 2017
2016 Another Year of Positive Momentum for OCC
By Craig Donohue
Craig Donohue, OCC Executive Chairman and CEO, reflects on OCC's accomplishments in 2016, including two Clearinghouse of the Year Awards, and how OCC continues its mission to be the foundation for secure markets in 2017 and beyond.
Category: Company Updates