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

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


John Bilello
Managing Director


Nancy Allen
Global Product Owner – DataLend

Jason Strofs
Global Head of Product Strategy, Securities Lending

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



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?

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

Elaine Hannigan
Director, Equity Finance

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

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

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


Jim Keenan
Director, Investor Services


Kathleen Lyons

Dom Rose
Vice President, Sales

Catherine Monk
Vice President, Bank Resource Management
Morgan Stanley

Sam Pierson
Director, Securities Finance
IHS Markit

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

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?



Paul Lynch
Global Head of Products

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

Darren Crowther
Vice President, Solutions

Michele Hillery
Managing Director, Equity Clearance

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

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?


Bill Smith
Managing Director, Americas
J.P. Morgan


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

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

Josh Galper
Managing Principal

12:15-1:30 Closing lunch

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