European Securities Finance
London, UK
September 12 - 13, 2018

Description

On the 12th and 13th of September, IMN will host the 23rd Annual European Beneficial Owners' Securities Finance & Collateral Management Conference. The event has been held for over two decades and, in this time, has established itself as the leading platform to meet beneficial owners and learn about major issues affecting them, including regulatory changes, technological innovations and structural transformations in this market. 

This is a conference for beneficial owners by beneficial owners. The advisory board, consisting solely of beneficial owners, guides the content production, including speaker acquisition, ensuring a timely and educational program for all attendees.

Beneficial Owners receive complimentary passes to attend. For further information, please visit the event registration page.

Who Should Attend
Executives and decision-makers involved in Securities Lending, Collateral Management and Global Custody, including:
  • Heads of Securities Lending/Financing
  • Investment Managers
  • Portfolio Managers
  • Collateral Managers
  • Risk/Investment Risk Managers
  • Treasury Managers
  • Investment Operations/ Treasury Operations Managers
  • Front Office/Middle Office Managers
The event is geared toward Beneficial Owners from the following types of institutions:
  • Public and Corporate Pension Funds
  • Asset Management firms
  • Mutual Funds
  • Unit Trusts
  • Investment Management firms
  • Building Societies
  • Assurance Companies
  • Superannuation Schemes
Securities Lending & Collateral Management Industry Professionals:
  • Banks
  • Broker/Dealers
  • Specialist Agents
  • Agent Lenders
  • Consultants
  • Attorneys
  • Technology Providers
The Borrower Community would also find the event of value.

Conference Highlights

Networking Tutorial

    Platform Introduction

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    Getting Started

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    Updating Personal Info

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    Searching By Name/Company

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    Filter By Demographics

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    Send Invitation

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    Accept Invitation

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    Messaging Connections

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    Post Conference Content

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Networking

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My Agenda

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Agenda

    Wednesday, September 12th, 2018

      8:15 AM
      Beneficial Owner-Only Closed Door Registration & Breakfast


      8:45 AM
      Beneficial Owner-Only Closed Door Session


        • Sejal Amin , Head of Membership Services, Events & Communications (International Securities Lending Association (ISLA))
        • Andrew Dyson , CEO (International Securities Lending Association (ISLA))

      9:00 AM
      Registration & Breakfast for All Attendees, Courtesy of:


      9:55 AM
      IMN Welcome Remarks


      10:00 AM
      European Securities Finance Industry Outlook: Analysing Key Market Drivers for the Coming Year

        • Looking back on the last year: what lessons have been learned?
        • What will be the key factors and disrupters impacting the market this coming year?
        • How is borrower behaviour changing with different market pressures?
        • In which areas are agent lenders feeling the biggest squeeze?
        • Trends in securities lending pricing, costs and revenues

        • Arnaud Fransioli , Head of Agency Sales EMEA & Securities Finance Sales Paris (Societe Generale)
        • Maurice Leo , Director, Agency Securities Lending (Deutsche Bank AG)
        • Craig Starble , CEO (eSecLending)
        • Sarah Nicholson , Senior Consultant (ISLA)

      10:45 AM
      Macroeconomic Factors and Their Implications for the European Securities Finance Market

        • How is the scaling back of Quantitative Easing impacting market participants?
        • What is the impact of stagnant interest rates and uncertainty surrounding the ECB’s stimulus program?
        • Brexit update – where do we stand and are we any wiser as to its potential impact?
        • Which other geopolitical factors are having an effect on European securities finance?

        • Andrew Dyson , CEO (International Securities Lending Association (ISLA))
        • Ed Bracken , Executive Director & International COO and Head of Business Strategy (Morgan Stanley)
        • Pooma Kimis , Managing Director (OMFIF)

      11:15 AM
      Networking Break


      12:00 PM
      How to Survive in a Mandatory Buy-In World


        • Andy Hill , Senior Director, Market Practice and Regulatory Policy (ICMA)

        Contains 1 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      12:20 PM
      Update on the Regulatory Environment: What Are the Implications Across the Supply Chain?

        • Quick overview of SFTR, MiFID II and Basel III
        • Importance of transparency and other reporting implications
        • How do these regulatory pressures impact beneficial owners?
        • What are the main opportunities that have arisen as a result of increased regulation?

        • John Lund , Independent Consultant (JXL Consulting Ltd)
        • Mark Steadman , Executive Director & European Head, Product Development & Change Management (DTCC)
        • Ed Oliver , Managing Director (eSecLending)
        • Sarah Nicholson , Senior Consultant (ISLA)

      1:00 PM
      Lunch


      2:00 PM
      Evaluating Collateral Management and Optimisation Strategies in Today’s Market

        • What trends have emerged in collateral management in the last year?
        • Evaluating the range of approaches to sourcing, pricing, tracking and allocating collateral
        • What are the biggest challenges in achieving collateral optimisation in today’s environment?
        • How are you establishing governance, oversight and compliance protocols?

        • Sebastien Bietho , Chief Executive Officer (Alcognis)
        • Jerome Cardon , Repo Product Director, Securities Finance & Collateral Management (Broadridge)
        • Paul Furzer , EMEA Head of Secured Funding (Morgan Stanley)
        • Thierry Daniel , Head of Funding Trading, Europe (Societe Generale)
        • Chris Elias , Deputy Head of Equity Finance (UniCredit Bank AG)

      2:45 PM
      Critical Issues Heading the Agendas of Beneficial Owners: The Agent Lender/Borrower Response

      • We are pleased to announce the return of this popular panel discussion. Key themes from the beneficial owner roundtable sessions will be put to Agent Lender/Borrower panelists for their perspective.  To submit questions in advance, please email pgilfillan@imn.org. All sources of questions will remain anonymous.   Some topics that will be covered:
        • What are agent lenders doing to remain competitive, relevant and profitable in the future of the securities finance market?
        • How have new regulations impacted your business and what are you doing to alleviate these issues?
        • What are agent lenders doing to enhance the returns of their clients?
        • In what areas are they investing to develop and enrich their programmes?
        • How do you see technology impacting the industry?  What will make life easier and, conversely, more difficult?

        • Andrew Dyson , CEO (International Securities Lending Association (ISLA))
        • Maurice Leo , Director, Agency Securities Lending (Deutsche Bank AG)
        • Mark Jones , Head of Securities Lending, EMEA (Northern Trust)
        • William Gow , Agency Lending and Collateral Management, Sales Specialist (Societe Generale)

      3:30 PM
      Networking Break


      4:00 PM
      Beneficial Owner Perspectives: Strategic Approaches to Securities Lending as a Result of Evolving Market Dynamics

        • How have your lending strategies been adapted in response to SFTR and other regulation?
        • Are you seeing an increase in costs associated with these strategic changes?
        • To what degree are you working with agent lenders and service providers to mitigate the risks and challenges associated with new regulation?
        • How is your business preparing for the impending impact of Brexit?
        • Where do you view the main opportunities for your business and securities finance, in general, in the next three years?

        • M. Nicolas J Firzli , Managing Director (World Pensions Council)
        • Matthew Chessum , Investment Manager, Liquidity Management, (Aberdeen Standard Investments)
        • Douwe Schering , Senior Collateral and Securities Lending Manager (MN Investment Management)
        • Roelof Van Der Struik , Investment Manager, Treasury (PGGM Investments)

      4:45 PM
      The Importance of Benchmarking and Utilising Data Effectively to Gain Competitive Advantage

        • What are the main considerations for beneficial owners when it comes to benchmarking and effective use of data?
        • What are the latest tools and processes that beneficial owners are using to track their performance, plus that of their competitors and their service providers?
        • The impact of new regulations on the provision and use of data in securities finance
        • How can common pitfalls be identified and avoided?

        • Bill Foley , Director (SecFinHub)
        • Nancy Allen , Global Product Owner (DataLend)
        • Kabin George , Director Product Management (IHS Markit)

        Contains 2 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      5:30 PM
      Networking Drinks Reception


      6:30 PM
      Day One Concludes


    Thursday, September 13th, 2018

      8:30 AM
      Registration & Breakfast


      9:10 AM
      Chairperson's Opening Remarks


      9:15 AM
      Is there a ‘Technological Revolution’ on the Horizon within Securities Finance?

        • Where are the main opportunities for technological innovation in securities finance?
        • How are businesses updating their processes to optimise operations?
        • New systems – to buy or to build?
        • What is the demand for cross-product systems in the market?

        • Bill Foley , Director (SecFinHub)
        • Martin Walker , Head of Product Management, Securities Finance and Collateral Management (Broadridge)
        • Benjamin Jessel , Head Of Growth (Kadena & Capco (Advisor))
        • Monica Summerville , Director, FinTech Research (TABB Group)

      9:45 AM
      Dispelling Misconceptions Surrounding Securities Lending and ESG Compatibility

        • What ESG-related policies are being put in place at institutional investors?
        • How are these concepts and practices being implemented?
        • Can ESG factors offer investors potential long-term performance advantages?
        • How are beneficial owners working with borrowers and agent lenders to ensure ESG standards are met?

        • M. Nicolas J Firzli , Managing Director (World Pensions Council)
        • Jessica Hynes , Sr Associate, Head of Custody Consulting (Mercer Sentinel EMEA)
        • Xavier Bouthors , Head of Securities Lending (NN Investment Partners)
        • Roelof Van Der Struik , Investment Manager, Treasury (PGGM Investments)
        • Radek Stech , Founder and CEO, Sustainable Finance, the Law & Stakeholders (SFLS) (University of Exeter)

      10:30 AM
      Networking Break


      11:00 AM
      Changes in the European Repo Market: How Are Key Players Adapting?

        • How have repo markets in Europe performed this past year?
        • What are the major challenges and opportunities ahead for investors and repo traders?
        • How are repo contracts being priced?
        • In which ways could this market benefit from innovation and technological advancements?
        • What impact have electronic trading platforms had upon these transactions?

        • Andy Hill , Senior Director, Market Practice and Regulatory Policy (ICMA)
        • Charlie Badran , Senior Trader Repo, TSF Securities Financing (AXA Investment Managers)
        • Graham Frier , Repo Trader, Treasury (Citadel)
        • Thomas Wells , Executive Director (Morgan Stanley)
        • Arne Theia , Head of Repo and Collateral Trading (UniCredit)

      11:45 AM
      A View of Demand: Prime Broker and Hedge Fund Perspectives

        • What operational and strategical impact has regulatory change and other market drivers had upon your business in the last year?
        • Where is the most notable demand for securities?  What niche opportunities are hedge funds looking to?
        • What can beneficial owners do to enhance revenue for both the buy side and sell side?  What are the most vital things they need to understand about the buy-side?
        • How is the role of the prime broker changing in the securities finance space?  What value-added services are hedge funds looking for in the current market environment?
        • Demand for general collateral versus specials

      12:30 PM
      Conference Concludes


Sponsors

Register

This is a <u>past</u> conference, no registration is available.

Advisory Board

Contact Us

Venue

  • Conference Venue
  • America Square Conference Centre


    One America Square
    London, England, EC3N 2LB
    England
    Fax: +44 020 7631 2055
  • Suggested Hotel
  • The Chamberlain Hotel


    130-135 Minories
    London, EC3N 1NU
    UK

    Additional Info: IMN does not have a room block at this hotel.
  • Suggested Hotel
  • Novotel London Tower Bridge


    10 Pepys Street
    London, England, EC3N 2NR
    United Kingdom

    Additional Info: IMN does not have a room block at this hotel.
  • Suggested Hotel
  • DoubleTree by Hilton Hotel - Tower of London


    7 Pepys Street
    London, EC3N 4AF
    UK

    Additional Info: IMN does not have a room block at this hotel.

Speakers

Content/Audio Files

  • <span style="color: #888; font-size: 0.8em;">Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab. <br/> <br/> Also please do not forget that if you are playing audio files on the mobile device (without being connected to WiFi), your Mobile/Cellural Internet data will be spent to play these audio files. </span>
  • Wednesday, September 12th, 2018
  • How to Survive in a Mandatory Buy-In World


    ** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.
    Sign-In
    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

  • The Importance of Benchmarking and Utilising Data Effectively to Gain Competitive Advantage


    ** This session contains presentations. Presentations will be made available to conference registrants starting first day of the conference.
    Sign-In
    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

  • Thursday, September 13th, 2018

1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484
Email: mail@imn.org


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