Credit & Margin Annual Conference


June 06 - June 07, 2018


Denver, CO

Registration Rates – Until 2/15/18

  • Credit & Margin Member $200
  • Non-Member $450


The seventh annual Credit & Margin Conference is headed to Denver, Colorado! Join margin practitioners and industry specialists for a day and a half seminar and networking opportunities at the Brown Palace Hotel. Potential topics of discussion include:

  • Portfolio Margin: Ten Years Later
  • Asset Transfers – Best Practices
  • Managing Credit and Risk for Registered Investment Advisors
  • Margin Department 2025 – New Technologies and Products
  • Regulatory Panel featuring the SEC, Federal Reserve, CBOE, DTCC, the OCC and FINRA
  • Plus more!


Credit & Margin Member
Registration Rates $200
Registration Rates $450
Credit & Margin Member Non-Member
Registration Rates $200 $450


9:10am – 9:45am


Richard R. Lindsey, PhD


Richard R. Lindsey, PhD

Managing Partner

Windham Capital Management

Chief Investment Officer

Windham Liquid Alternatives

Richard R. Lindsey, PhD’s Biography


Brown Palace Hotel

321 17th Street
Denver, CO 80202

The Brown Palace Hotel and Spa, Autograph Collection, located in the heart of downtown Denver, is an icon rich in tradition and history.

Hotel Accommodations

Rooms are available for $239/night, plus taxes (Currently 15.75%).

Book a Room

Terms and Conditions

Code of Conduct
SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. SIFMA defines inappropriate behavior as any possible illegal conduct, verbal or physical abuse of any type, use of derogatory or discriminatory language, gestures or actions, unwanted invasions of privacy, any form of harassment, racism, sexism, or any other targeted comments which are intended to cause personal offense to another participant either in-person at the event or through social media channels, or the violation of any local, state, or federal laws or regulations.

If you are involved in or witness an incident at a SIFMA meeting or event that violates this Code of Conduct, please use this anonymous incident report form to let SIFMA know immediately. Please provide as much information as possible about the incident so that we can make a proper investigation. Any violations of law should be reported to law enforcement authorities.

SIFMA will investigate any reported incidents swiftly and confidentially if possible. SIFMA, at our discretion, may act on any reports of inappropriate behavior, including but not limited to removing a participant from the meeting or event and/or bar that person from attending future SIFMA meetings or events. SIFMA shall not refund any money paid for such attendee to attend the meeting or event, or for any travel expenses incurred to attend.