About Our Sponsors

BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe. For more than 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally to access the money they need. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of December 31, 2024, BNY oversees $52.1 trillion in assets under custody and/or administration and $2.0 trillion in assets under management.

BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Headquartered in New York City, BNY employs over 50,000 people globally and has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.

Capitolis is the financial technology company creating safer and more vibrant capital markets. Our Capital Marketplace solutions provide access to more diverse and uncorrelated pools of capital, generating benefits and unlocking growth opportunities while creating a healthier financial system. We connect global financial institutions that efficiently originate assets to institutional investors that desire more investment opportunities. We work closely with our strategic partners to design total solutions and then we take care of the rest—documentation, ratings, launch, operation, distribution, etc. All because we believe in a market that works smarter, harder, and more reliably for us all.

With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 21 locations around the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm simplifies the complexities of clearing, settlement, asset servicing, data management, data reporting and information services across asset classes, bringing increased security and soundness to financial markets. To learn more, visit www.dtcc.com.

Fidelity Capital Markets^SM (FCM) provides innovative trading and technology solutions, and execution services across multiple asset classes for institutional investors. Our offering includes a suite of electronic brokerage products for equities, options, prime brokerage, securities lending, fixed income, municipal- and bank-issued brokered CD underwriting, and FOREX. For more than 30 years, FCM has successfully worked with asset managers, hedge funds, family offices, endowments, banks, and brokerage firms in support of their business goals. Fidelity has one of the largest retail and institutional presences; this expansive network provides institutional investors with a differentiated offering and greater access to liquidity. We can help clients maximize their investment strategies with our leading market insight, advanced technology solutions, and high-quality trade execution.

 

Fidelity Agency Lending® (FAL) provides institutional investors with a customizable securities lending program that can help optimize investment performance and revenue and improve oversight. Our program has more than $4+ trillion in client assets (as of 12/31/24), capital markets expertise, smart technology, custom program solutions, and proprietary benchmarking tools. Fidelity Agency Lending expands and builds upon the securities lending capabilities established more than 20 years ago in our Capital Markets organization, which also offers Prime Services, Fully Paid Lending, and PB Optimize^SM.

Combining Wall Street expertise with Silicon Valley technology, GLMX has developed a thriving ecosystem for the negotiation, execution and management of securities financing transactions (SFT). Using state-of-the-art streaming technology, GLMX facilitates a wide array of SFT including multi-variable negotiation, lifecycle events management, STP, reporting and data management. Funded by leading Silicon Valley venture capital firms, GLMX brings unparalleled trading and liquidity management workflow efficiencies to existing counterparties in the global securities financing markets. The GLMX solution provides intuitive technology, extremely quick development times and enhanced customisation. These characteristics allow GLMX to create a premium user experience.

The Global Peer Financing Association (GPFA) is a non-profit industry association with over 30 global asset owners, representing over $11 trillion in assets under management. Our members are engaged in a variety of securities finance and investment activities and share a goal to promote collaboration and knowledge sharing through wide-ranging discussions on timely, relevant investment topics. GPFA brings together members with the goal of encouraging the development of a more effective and transparent marketplace for securities financing activities, liquidity management and collateral management.

J.P. Morgan Securities Services provides custody, accounting, administration, middle office, collateral and performance management services to institutional investment managers, pension funds and governments. For over four decades, we have helped clients enhance portfolio returns and meet their evolving needs with customized agency lending solutions linked to our global markets and trading capabilities. As an industry leader helping to safeguard over $31 trillion in client assets under custody, we have a strong focus on risk management, innovation, operational excellence, global processing and superior client service.

J.P. Morgan is a global leader in banking, markets and investor services. We provide strategic advice, raise capital, manage risk and extend liquidity to the world’s most prominent corporations, governments and institutions across 100+ countries. www.jpmorgan.com/securities-services

At Northern Trust, we strive to improve performance and drive operational efficiency with our innovative solutions across securities lending, foreign exchange, institutional brokerage and transition management. Securities lending can play a significant role in your investment portfolio and risk management strategy and we are committed to providing you a flexible, customizable and transparent program to bring enhanced returns to investors who lend.

The Options Clearing Corporation (OCC) is the world’s largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 20 exchanges and trading platforms.

Provable Markets is a New York-based broker-dealer and ATS, committed to enhance efficiency, reduce risk and strengthen market structure for cash and synthetic equity finance trading. The Provable Markets ATS, Aurora, offers market participants a unified access point to securely engage in securities lending, complex option block trades, and security-based swaps through pragmatic digital workflows and integrated cryptographic technology. For securities lending, Aurora operates as the only regulated access point to the DTCC SFT Clearing Service which provides current NSCC members and sponsored firms access to central clearing for locked-in securities lending transactions. Aurora for the SFT Clearing Service is set to go live early 2022.

The most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe recognize RBC Capital Markets as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance. We are well-established in the largest, most mature capital markets across North America, Europe, and the Asia Pacific region, which collectively encompasses 82% of the global investment banking fee pool.

S&P Global Market Intelligence

At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, perform valuations and assess credit risk. Investment professionals, government agencies, corporations and universities around the world use this essential intelligence to make business and financial decisions with conviction.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), the world’s foremost provider of credit ratings, benchmarks and analytics in the global capital and commodity markets, offering ESG solutions, deep data and insights on critical business factors. S&P Global has been providing essential intelligence that unlocks opportunity, fosters growth and accelerates progress for more than 160 years. For more information, visit www.spglobal.com/marketintelligence.

State Street Corporation (NYSE: STT) is one of the world’s leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $40.0 trillion in assets under custody and/or administration and $3.7 trillion* in assets under management as of September 30, 2023, State Street operates globally in more than 100 geographic markets and employs approximately 42,000 worldwide. For more information, visit State Street’s website at www.statestreet.com.

*Assets under management as of September 30, 2023 includes approximately $58 billion of assets with respect to SPDR® products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated.

 

State Street Global Markets – With more than a quarter century of track record for delivering research and trading value for institutional clients, we combine long-established academic partnerships and proprietary data sets to meet your goals. Our powerful full-service approach can help you maximize returns in smarter and simpler ways, while our system risk indicators assist you in minimizing risk. Our proprietary, award-winning flow indicators, macro strategy expertise, and quantitative investment analytics helps you identify opportunities, mitigate risk and maximize alpha generation. Additionally, our electronic platforms deliver proven, innovative and reliable means to achieve our clients’ objectives across the entire investment cycle.

With over 1 trillion data points spanning 200+ products and 200k+ instruments over 15+ years, and a global presence with 40+ offices in 30 countries, we provide consistent, high-quality OTC market data which reflects real price interest in global OTC swaps markets.

Our Interest Rate data products offer real-time, intraday, end-of-day, and historical pricing for 22k+ instruments in 35 currencies. We also provide comprehensive USD repo prices, with data sourced from Tradition’s leading US Repo desk, offering weighted averages. Coverage includes general collateral O/N repo for on-the runs, term repo and specials (based on market conditions).

The mission of Women in Securities Finance is to create a community to foster connections and promote the advancement of women in the securities finance industry. The group was formed in early 2018, and has expanded to form chapters in New York, Boston, Chicago, Toronto and London. Women in Securities Finance (WISF) is open to all members of the Securities Finance community. Our members represent all facets of the industry, including trading, sales, relationship management, legal, technology, product development, operations, portfolio management. All are welcome.