IHS Markit
Women in Securities Finance
9:45-10:10 Networking break
10:10-10:15 Chairman’s welcome
Josh Galper
Managing Principal
Finadium
10:15-11:15 Panel
Current dynamics in the securities lending industry
Revenue generation opportunities
The impact of 2%+ interest rates
Cash collateral reinvestment opportunities
No fee mutual funds and lending supply
US Treasury supply and demand
Panelists
Keith Haberlin
Global Head of Securities Lending
Brown Brothers Harriman
Dave Martocci
Global Head of Agency Lending
Citi
Paul Wilson
Global Head of Securities Finance
IHS Markit
James Slater
Head of Global Collateral Management and Securities Lending
BNY Mellon
11:15-12:00 Panel
Regulatory and bank funding update
Changes to securities lending regulation
What is SFTR and should US buy-side firms be concerned
How much securities lending business can US dealers do?
Has the DTCC’s sponsored repo program made an impact for dealers in repo, and could the same happen in securities lending?
Panelists
Mark Whipple
Global Co-Head Agency Lending
Goldman Sachs
12:00-12:30 What’s happening in Europe and APAC?
Nick Roc
Director
BlackRock
12:30-1:30 Lunch and networking
1:30-2:15 Segment break-out sessions
Mutual funds
SEC securities lending disclosures
Pensions and Corporates
Insurance companies
Hedge funds
Sam Pierson
Director
Securities Finance
IHS Markit
2:15-3:00 Thematic break-out session 1 (concurrent)
Beginner track – panel
How securities lending works
Participants, mechanics and revenue models
Dennis Riley
Co-Head of U.S. Relationship Management
Agency Lending
Goldman Sachs
Louisa Li
Director
Agency Lending
Citi
Intermediate track
Integrating data into the investment process
Advanced track
What else can you do with an agent lender
Bill Kelly
Global Head of Agency Securities Lending
BNY Mellon
3:00-3:30 Networking break
3:30-4:15 Thematic break-out session 2 (concurrent)
Beginner track – panel
Running a successful securities lending program
Establishing an oversight committee
Marney McCabe
Senior Vice President – Head of Securities Lending Relationship Management
Brown Brothers Harriman
Jim Keenan
Director, Investor Services
Citi
Intermediate track
Advanced track
Collateral optimization and securities lending
4:15-5:00 A walk through the value chain
Moderator
Panelists
Patricia Hostin
Managing Director
BlackRock
5:00-6:00 Reception
8:30-9:30 Closed door breakfasts
Investors using an agent lender
Hedge fund portfolio finance managers
9:30-10:15 Technology, operations and market structure
CCPs as a potential market option
Is blockchain just starting up or petering out?
What securities finance desks are working on
OTC derivatives initial market and market integration
Panelists
Obie Knapp
Head of Product Development
Global Securities Lending
Brown Brothers Harriman
Martin Walker
Head of Product Management
Securities Finance and Collateral Management
Broadridge
Matthew Harrison
Head of Product Development, Securities Finance
BNY Mellon
10:15-11:00 The cash collateral investment environment
The market impact of higher interest rates
Secured vs. unsecured debt
Moderator
Panelists
Eric Hiatt
Managing Director
BlackRock
11:00-11:15 Networking break
11:15-12:00 Keynote
“Hubris: a macro view of today’s investment paradigm”
Guy Haselmann, Macro Strategist
12:00-12:15 Closing remarks and lessons learned
Josh Galper
Managing Principal
Finadium