day1

7:30-8:30 Women in Securities Finance
8:30-9:45 Morning presentations – running concurrently at 8:30 and 9:15
9:45-10:10 Networking break and general registration
10:10-10:15 Chairman’s welcome

Josh Galper
Managing Principal
Finadium

10:15-11:15 Current dynamics in the securities lending industry

Revenue dynamics
ESG and the decision to lend at beneficial owners
Trends in supply and demand
Markets and political turbulence, and what it means for securities lending

Moderator 

John Bilello
Managing Director
Citi

Panelists

Nancy Allen
Global Product Owner – DataLend
EquiLend

Jason Strofs
Global Head of Product Strategy, Securities Lending
BlackRock

Francesco (Cesco) Squillacioti
Global Head of Client Management, Securities Finance
State Street

George Rennick
Head of Agency Lending – Americas
Global Head of Client Relationship Management – Agency Lending
J.P. Morgan

11:15-12:00 Regulatory and bank funding update

The Impact of Single Counterparty Credit Limits and delays for Foreign Banking Organizations
Different rules for different market participants
The SA-CCR and competition with Total Return Swaps
What’s next for 2020

Moderator

Panelists

Michael McAuley
Global Head of Product and Strategy
BNY Mellon

12:00-12:30 What’s happening in Europe?

SFTR and CSDR impacts
The rise of ESG as a consideration in lending
Client participation trends
What’s next for European lenders and borrowers?

Presenters
Ina Budh-Raja
Director, Product & Strategy Securities Finance BNYM Markets
BNY Mellon

Elaine Hannigan
Director, Equity Finance
Scotiabank

12:30-2:15 Lunch and networking
2:15-3:00 Break-out session 1 (concurrent)

Mutual funds
The SEC and Affiliated Lending

Pensions, Corporates and Insurance Companies

Hedge funds
What’s the role of the portfolio finance/Treasury manager at a hedge fund now?
Top challenges for hedge funds in portfolio finance

John Falcone
Head of Portfolio Finance
Field Street Capital Management

Jiri Krol
Deputy CEO and Global Head of Government and Regulatory Affairs
Alternative Investment Management Association (AIMA)

Lauren Malafronte
Managing Director
Scotiabank

3:00-3:45 Break-out session 2 (concurrent)

Canada focus
Trends in Canadian securities lending

Brendan Eccles
Co-Head, Global Securities Borrowing and Lending
Scotiabank

Benchmarking and best practices for risk management

Monica Damas-Shaw
Director, Product Management, Securities Finance
IHS Markit

ESG funds and securities lending
Considerations for program management

3:45-4:15 Networking break
4:15-5:00 What the next generation thinks

The view from professionals under 35
Where securities lending fits in the organization
How to make the business more functional/efficient
Securities lending as operational alpha
The role of technology now and going forward

Moderator

Jim Keenan
Director, Investor Services
Citi

Panelists

Kathleen Lyons
Director
BlackRock

Dom Rose
Vice President, Sales
EquiLend

Catherine Monk
Vice President, Bank Resource Management
Morgan Stanley

Sam Pierson
Director, Securities Finance
IHS Markit

5:00-6:00 Reception

day2

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

Digitalization projects break into securities finance
Data analytics and process automation
Using technology to find the right rate for securities loans
Does crypto matter yet? Will it ever?

Moderator

Panelists

Paul Lynch
Global Head of Products
EquiLend

Tanya Gitman
Global Head of Agency Lending Product Development, Custody and Fund Services
J.P. Morgan

Darren Crowther
Vice President, Solutions
Broadridge

Michele Hillery
Managing Director, Equity Clearance
DTCC

10:15-11:00 Break-out session 3 (concurrent)

Corporate governance
The growth of oversight committees
What should the Board see
Securities lending as a front office responsibility

Michael Landolfi
Global Head of Alternative Investment Operations
ManuLife Asset Management

The growth of Investment Analytics
What is Investment Analytics
Why it matters for securities finance

Lending to hedge funds or a CCP, with indemnification
Removing the Prime Broker from the value chain?

Laura Klimpel
Managing Director, Clearing Agency Services
DTCC

John McGuire
Global Head of Business Development, Securities Finance
State Street

11:00-11:20 Networking break
11:20-12:05 Money markets, cash and the Fed

Reverberations from 2019 volatility in the repo markets
What US Treasury debt levels mean for securities lending cash collateral
Is now a good time to double down on non-cash?

Moderator

Bill Smith
Managing Director, Americas
J.P. Morgan

Panelists

Kevin Yimoyines
Vice President, Cash Reinvestments and Directed Agent Investment Service
Citi

12:05-12:15 Closing remarks and lessons learned

Josh Galper
Managing Principal
Finadium

12:15-1:30 Closing lunch

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