Morning break-out session – Mutual funds
11:15am – 12:00pm, May 9, 2024, The Forum @ Convene
11:15am – 12:00pm, May 9, 2024, The Forum @ Convene
– The value of the agent lender for ’40 Act funds – custodians, third parties and/vs in-house programs
– Have are recent SEC rule changes on money funds impact securities lending program management?
– Following on the “Solving Balance Sheet Challenges” panel, how can ’40 Act funds make their assets most attractive?
– Are ’40 Act fund securities lending programs ready for T+1 and 10c-1?
Patrick Morrissey
Director of Product Research and Development, Securities Lending
Vanguard
Marney McCabe
Head of Relationship Management for Agency Lending
Fidelity Capital Markets