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The Finadium 2017 Industry Conference

March 21, 2017 @ 7:45 am - 3:30 pm EDT

Open to the public
March 21, 2017
India House
One Hanover Square
New York, NY 10004

Online Registration

Finadium Research Client: US$275
General Registration: US$575

Why attend the Finadium Conference?

Now in its eleventh year, the Finadium conference is an open forum for discussion on the most critical topics in securities financing, collateral, prime brokerage and regulation. We support an impartial, independent atmosphere to generate debate and spark ideas that attendees can bring back to their businesses.

Our speakers include leading participants from across the securities finance, collateral and treasury markets.

The event features highlights of topics and data from Finadium’s independent research reports.

Lunch will be provided and networking is encouraged.

Agenda

7:45am – 8:30am Registration and breakfast
8:30am – 9:20am A collapse of the Basel III order? US rules and global banking competition

  • What have Republicans proposed and what outcomes can we realistically expect?
  • Is a global Basel III ideal alive or on life support?
  • The state of the Net Stable Funding Ratio
  • Who comes out ahead and who is left behind between the US, Europe and Asia?

Josh Galper, Conference Chair, Managing Principal
Finadium

9:20am – 10:10am Where is the buy-side in securities finance and derivatives CCPs?

  • Eurex, OCC and other direct clearing alternatives
  • Does EquiLend’s purchase of AQS mean that new CCP options will soon be released?
  • Are other centrally cleared products pushing ahead in buy-side adoption faster than securities lending and repo, and what does that mean for the collateralized trading market?

Moderator
Josh Galper, Managing Principal
Finadium

Panelists
Gavin Sweeney, Director, E-Trading & Market Structure
BlackRock

Dan Dougherty, COO
EquiLend Clearing Services

Tim Gits, Vice President
Eurex

Matt Wolfe, Vice President, Product Development
OCC

10:10am – 10:30am Break
10:30am – 11:20am Lessons from Finadium research

  • The Capital Cost Calculator
  • Thinking about the next collateral crisis
  • How banks measure profitability in collateralized trading

Moderator
Josh Galper, Managing Principal
Finadium

11:20am – 12:10pm The state of US tri-party repo

  • Will JP Morgan really leave Fed clearance?
  • Are US tri-party markets healthy in today’s market environment?
  • US Treasury vs. alternative assets for repo
  • What do repo indices tell us?

Moderator
Oscar Huettner, Consultant
Euroclear

Panelists
David Rosengarten, Executive Director, US Tri-party Product/Client Service
J.P. Morgan

Brian Ruane, Executive Vice President
BNY Mellon

Laura Klimpel, Executive Director
DTCC Clearing Agency Services

12:10pm – 1:10pm Lunch and Networking
1:10pm – 2:00pm New products in collateralized trading markets

  • Where are the opportunities for technology vendors?
  • Physical vs. synthetic prime brokerage?
  • How is blockchain impacting the market?
  • Lessons from our surveys on client and vendor activity

Moderator
Rick Stinchfield, Senior Consultant
Finadium

Panelists
Rohit Agarwal, Senior Market Specialist
Calypso

Bimal Kadikar, CEO
Transcend Street Solutions

Jarrod Polseno, Managing Director, Securities Finance Trading
State Street Global Markets

2:00pm – 2:20pm State of the industry wrap-up

Josh Galper, Conference Chair, Managing Principal
Finadium

2:20-3:30 Networking reception courtesy of:

Details

Date:
March 21, 2017
Time:
7:45 am - 3:30 pm EDT
Event Category:

Venue

India House
India House, One Hanover Square
New York City, NY 10004 United States
+ Google Map

Organizer

Finadium

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2018

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