Program management best practices

Afternoon break-out session – Program management best practices

2:00pm – 2:45pm, May 9, 2024, The Forum @ Convene

– What program parameters should funds set for success?
– What’s the best metric for benchmarking?
– Are firms benchmarking independently or through an agent lender?
– How should lenders be managing their international tax withholding?
– How often should you speak with your agent lender and what should you ask them?
– How much are your Portfolio Managers engaged in lending and how much should they be?



Louisa Li
Director, North America Client Executive for Securities Finance

Steve Schuchert
Intermediate Trader
Federated Hermes

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