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2017 OCC Views

December 12, 2017 –
Tech Upgrade Commands CFO's Focus
Amy Shelly, OCC's Chief Financial Officer, talks to about her role as CFO for a systemically important financial market utility (SIFMU) and the financial challenges she faces with the upcoming technology transformation for OCC's 20-year-old clearing system.

November 29, 2017 – Risk Management Magazine
What Organizations Need to Know about Risk Culture Audits
John Fennell, OCC Chief Risk Officer, discusses what organizations need to know about risk culture audits and how they can develop risk management frameworks that boards of directors and senior management can implement.

October 19, 2017 – John Lothian News
Adi Agrawal is Optionus Prime
Adi Agrawal, OCC's Chief Transformation Officer, talked to John Lothian News about his role and how OCC is working to improve its project management capabilities and integrate its Compliance and Legal teams into Operations with the goal of having these business functions work together more effectively.

October 11, 2017 – RMA Daily – October 2017 Edition
Clear Collaboration
In this Q&A from Securities Lending Times, Matt Wolfe, OCC's VP of Product Development, and Dan Dougherty, COO of EquiLend Clearing Services, discuss their companies' partnership and recent developments in the securities financing marketplace.

September 26, 2017 – Nasdaq #TradeTalks (best viewed in Google Chrome browser)
The Importance of Education in the Listed-Options Industry
Mary Savoie, Executive Director of The Options Industry Council (OIC), talks with Jill Malandrino at Nasdaq about OIC's role as the leading provider of unbiased investor education in the listed-options industry.

September 26, 2017 – Nasdaq #TradeTalks (best viewed in Google Chrome browser)
OCC's Role in the Marketplace
John Davidson, OCC President and Chief Operating Officer, talked with Jill Malandrino at Nasdaq about OCC's mission to promote stability and market integrity as the foundation for secure markets.

August 29, 2017 – John Lothian News
Cloudy with clearing: What the next clearing house looks like
John Davidson, OCC's President and COO, talked with John Lothian News about making OCC the gold standard for central counterparty clearing services worldwide as he focuses on the next generation of OCC's clearing technology.

August 7, 2017 – Forbes
This Is How The Options Clearing Corporation Transformed To A Risk-Oriented Culture
Following the financial crisis of 2007-2008 and being designated a Systemically Important Financial Market Utility (SIFMU) as a result, OCC began a risk-focused transformation which included its leadership, culture and processes. While OCC's motivations were about risk management, the transformation was digital.

July 31, 2017 – FINREG|alert
Weighing the Impact of Proposed Tax Reform on Centrally Cleared Markets
Craig Donohue, OCC Executive Chairman and CEO, talks with FinReg Alert about how the potential mark-to-market accounting requirements, which have been a part of some early tax reform proposals, could have a negative impact on the equity options markets.

May 30, 2017 – Securities Lending Times
Keeping Reform on Track
Craig Donohue, OCC Executive Chairman and CEO, discusses financial tax reform and the implementation of SA-CCR, and the potential impact such proposals could have on the listed equity options markets.

May 21, 2017 – John Lothian News
2017 Sullivan Award Winner Gina McFadden Looks Back at a Long and Lively Career
At the 2017 Options Industry Conference, Gina McFadden, a long-time leader in the options industry, received the Joseph W. Sullivan Options Industry Achievement Award. As the former president of the Options Industry Council, Gina is the first woman to receive this award since it began in May 2002.

May 18, 2017 – Options Insider
Live from OIC 2017: Taking Stock
OCC Executive Chairman and CEO, Craig Donohue, spoke with Steve Sears, Senior Editor and columnist at Barron's, about the evolution of the options industry and OCC's role as an important market utility and industry advocate during this fireside chat at the Options Industry Conference in Scottsdale, Arizona.

May 9, 2017 – John Lothian News
Options Industry Conference Preview Part 2: OCC's Craig Donohue on Gina McFadden and Changes at the Top of OCC
OCC Executive Chairman and CEO Craig Donohue spoke with John Lothian News about the industry's first woman to be awarded the Joseph Sullivan Award, the importance of pay equality, and leadership changes at OCC.

May 8, 2017 – John Lothian News
Options Industry Conference Preview Part 1: Is Regulation Damaging the Options Space?
OCC Executive Chairman and CEO Craig Donohue discusses regulatory reform and long term trends for the options industry with John Lothian News.

March 9, 2017 – CIO Outlook Magazine
Making the Case for Smarter Regulation of Centrally Cleared Markets
Craig Donohue, OCC Executive Chairman and CEO, discusses the need for smarter regulation of exchange-listed U.S. options markets.

February 21, 2017 – The Title Connections
Amy Shelly: New CFO talks teamwork, transformative growth and opportunities for women at OCC
Amy Shelly, OCC's CFO, talks about her role, OCC's growth, and career opportunities for women at OCC, with The Title Connection, a boutique business development firm in the derivatives and securities space.

January 31, 2017 – Focus Magazine
2017 Viewpoint: Craig Donohue, Chairman & CEO, Options Clearing Corporation
OCC Executive Chairman and CEO, Craig Donohue, discusses what opportunities may lie ahead in 2017 for OCC and the listed options industry in an interview for Focus Magazine, a monthly publication by the World Federation of Exchanges.