Mutual funds

Morning break-out session – Mutual funds

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

Marney McCabe
Head of Relationship Management for Agency Lending
Fidelity Capital Markets

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