Solving challenges in balance sheet and operations management

Solving challenges in balance sheet and operations management

10:00am – 10:45am, May 9, 2024, The Forum @ Convene

– What strategies are agent lenders using to make client assets more attractive to borrowers?
– What role does operations management play in the borrower decision making process?
– What does it mean for an unrated beneficial owner client or hedge fund to get a credit rating?
– What can beneficial owners and hedge funds to do help agents improve their revenues and client experience?




Josh Galper
Managing Principal


Bill Mascaro
Managing Director, Global Head of Securities Financing Trading

Jon Whiting
Head of Fixed Income and International Equity Trading
Fidelity Agency Lending

Brooke Gillman
Global Head of Client Relationship Management

Ahmed Shadmann
Vice President, Securities Finance Trading – Canada
State Street Global Markets

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