International Securities Finance
Fort Lauderdale, FL
February 12 - 13, 2020

Description

A program designed for Beneficial Owners by Beneficial Owners.

IMN's 26th Annual Beneficial Owners' International Securities Finance & Collateral Management Conference will take place February 12-13, 2020 in Fort Lauderdale, FL. 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 Finance, Collateral Management and/or Global Custody, including but not limited to:
  • 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 Summit 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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    Searching By Name/Company
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    Send Invitation
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    Accept Invitation
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    Messaging Connections
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Networking

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My Agenda

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Agenda

    Wednesday, February 12th, 2020

      7:45 AM
      Registration & Breakfast, Courtesy of:



      8:30 AM
      Chairpersons' Opening Remarks



        • Arianne Collette, Executive Director (Morgan Stanley)
        • Paul Tagliareni, Executive Director (Morgan Stanley)

      8:45 AM
      Securities Finance Industry Leaders’ Roundtables hosted by Women in Securities Finance Group

      • Women in Securities Finance is thrilled to kick off this year’s IMN conference with an engaging and interactive program that focuses on the importance of effective leadership to drive business results.  Keynote speaker, Debbie O’Connell, an LPGA Professional and the President of Live Positive, LLC and Golf Positive, LLC will facilitate a session designed to give you the tools to help develop your leadership skills -- both personally and professionally.  Small roundtable groups led by senior industry leaders from Women in Securities Finance will facilitate networking opportunities to help kick off the conference for attendees.  This event is open to all conference attendees.  We hope you will gain valuable insights and expand your network by joining our opening session.  

        • Debbie O'Connell, President (Live Positive)

      9:55 AM
      Global Securities Finance Industry Outlook: Predicting Key Market Drivers For 2020 and Beyond

        • Recap of market trends in 2019 and lessons learned
        • What will be the key factors and disrupters impacting the market this coming year?
        • How is borrower behaviour changing with different market pressures?
        • Trends in securities lending pricing, costs and revenues
        • Which assets currently hold the most value?  Fixed income, pension fund assets, equities, insurance assets?  What types of RFP get agent lenders most excited?
        • How is SFTR impacting participation and transparency?  What can be expected from CSDR implementation?


        • Martin Tell, Senior Managing Director - Global Head of Securities Finance (State Street)
        • Marney McCabe, Senior Vice President (Brown Brothers Harriman)
        • Craig Starble, CEO (eSecLending)
        • Paul Wilson, Managing Director (IHS Markit)

      10:45 AM
      Networking Break, Courtesy of:



      11:20 AM
      Introducing Global Peer Financing Association: A Case Study

      • Given the more natural alignment of interests, beneficial owners are increasingly turning to one another to engage in securities lending and repo transactions as a way to supplement traditional banking counterparty trade opportunities that have shifted due to regulatory constraints.  Four leading pension plans discuss how they have come together with a shared goal to create a more efficient and actionable way to increase peer to peer securities financing activity.
        • Who is involved and what types of trades these pension peers are active in today
        • Navigating approvals for peer to peer trading
        • Evaluating non-rated peer counterparts – credit review and monitoring process and solutions
        • Solving for central connections points to trade and administer more efficiently
        • Opportunities to grow peer to peer globally amongst pensions, insurance companies and mutual funds


        • Brooke Gillman, Managing Director, Client Relationship Management (eSecLending)
        • Dan Kiefer, Investment Manager, Opportunistic Credit (CalPERS)
        • Mark Faulkner, CEO (Credit Benchmark)
        • Robert Goobie, Assistant Vice President, Collateral Management (Healthcare of Ontario Pension Plan)
        • Greg Corcoran, Cash/Securities Lending Analyst (Ohio PERS)
        • Chris Benish, Managing Analyst (State of Wisconsin Investment Board)

      12:20 PM
      Peer to Peer Fireside Chat with Tammy Phillips – Asterisk Network Solutions



        • Paul Wilson, Managing Director (IHS Markit)
        • Tammy Phillips, Founder (Asterisk Network Solutions Limited)

      12:40 PM
      Lunch, Courtesy of:



      1:30 PM
      Beneficial Owner-Only Closed Door Sessions

      • These sessions will be split up appropriately for different beneficial owners operating in different industries and, thus, facing different challenges.  Mutual Funds & Insurance Companies
        • Product strategy and implementation
        • Potential changes to the proxy voting process
        • Fee for hold
        To submit questions in advance, please email pgilfillan@imn.org.  All sources of questions will remain anonymous.

        • Brian Yeazel, Managing Director - Fixed Income (Northwestern Mutual)

      1:30 PM
      Beneficial Owner-Only Closed Door Sessions

      • These sessions will be split up appropriately for different beneficial owners operating in different industries and, thus, facing different challenges.  Pension Funds
        • Portfolio management and asset allocation
        To submit questions in advance, please email pgilfillan@imn.org.  All sources of questions will remain anonymous.

        • Mike Johnson, Investment Officer (CalPERS)

      2:30 PM
      Making an Impact: The Importance of ESG in Securities Lending

        • 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?


        • Ed Blount, Executive Director (Center for the Study of Financial Market Evolution)
        • Samir Dhrolia, VP, Global Derivatives, Trading and Index Portfolio Management (DTI) (British Columbia Investment Mgmt Corp)
        • Sonelius Kendrick-Smith, Head of Corporate Treasury Solutions-Americas (DWS)
        • Axel Hester, Managing Director of Securities Lending (SSGA)
        • Francesco Squillacioti, Global Head of Client Management (State Street)

      3:15 PM
      Innovative Approaches to Cash Collateral Management and Reinvestment in Lending and Repo

        • How are portfolio managers of cash collateral managing their portfolios?
        • What does the allocation to various asset types look like?
        • Overnight vs term markets
        • What can beneficial owners do to oversee the cash reinvestment process?
        • How are agent lenders setting up their standard reinvestment guidelines?
        • In what ways do these challenges vary for pension funds, insurance companies and mutual funds?
        • How do you manage reinvestment risk?


        • Brian Yeazel, Managing Director - Fixed Income (Northwestern Mutual)
        • Paul Galloway, Treasury Manager (American Equity Investment Life Insurance Co)
        • Brad Fryer, Executive Director, Head of Cash Reinvestment & Fixed Income Lending (J.P. Morgan)
        • Brad Pedersen, Vice President, Director of Securities Lending Cash Reinvestment (Northern Trust)

      4:00 PM
      Networking Break, Courtesy of:



      4:30 PM
      Agent Lender Perspectives on the Future of the International Securities Finance Market

        • 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?
        • What can beneficial owners do to enhance revenue for both the buy- and sell-side?


        • Chris Benish, Managing Analyst (State of Wisconsin Investment Board)
        • Peter Bassler, Managing Director, Business Development (eSecLending)
        • Lori Paris, Head of Client Management NA (Northern Trust)

      5:00 PM
      Emerging Technologies in Practice: Where Are We in this Journey?

        • What new technologies are breaking into the lending and collateral space?
        • Update on Blockchain and the tokenization of securities and collateral
        • How can Machine Learning and Artificial Intelligence improve existing processes?
        • Buy-side benefits to investing in new technology
        • What changes to settlement systems and other critical infrastructure might be necessary to accommodate such new technologies?


        • Greg Korte, Partner, Custody Advisory Services (Aon Hewitt)
        • Sal Giglio, Chief Operating Officer (GLMX)
        • Paul Lynch, Managing Director, Global Head of Product (EquiLend)

      5:30 PM
      Networking Cocktail Reception, Courtesy of:



      6:30 PM
      Day One Concludes



    Thursday, February 13th, 2020

      8:30 AM
      Registration & Breakfast, Courtesy of:



      9:00 AM
      Chairpersons' Opening Remarks & Recap of Day 1



        • Arianne Collette, Executive Director (Morgan Stanley)
        • Paul Tagliareni, Executive Director (Morgan Stanley)

      9:20 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?
        • Derivatives – why would a beneficial owner use them and can they help expand a program in some way?
        • How are hedge funds using securities lending data to infer their shorting decisions?


        • Tammy Phillips, Founder (Asterisk Network Solutions Limited)
        • Dan Grogan, Treasury/Portfolio Finance (Lighthouse Partners)
        • Ariel Winiger, Managing Director, Head of Securities Finance and Delta One Sales Americas (Societe Generale)
        • John McGuire, Managing Director, Global Head of Business Development (State Street)

      10:00 AM
      Benchmarking and Data: Are You Using This to Its Full Potential?

        • 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?
        • Case studies of 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


        • Nora Bowman, Senior Vice President, Client Relationship Management (eSecLending)
        • Nancy Allen, Global Product Owner (DataLend)
        • Vikas Nigam, Director, Head of Trading ASL (Deutsche Bank)
        • Monica Damas-Shaw, Product Management Director (IHS Markit)

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

      10:40 AM
      Networking Break, Courtesy of:



      11:00 AM
      Addressing the Ever-Increasing Need for Non-Cash Collateral & Flexible Thinking

        • Trends in collateral profiles for beneficial owners and borrowers
        • What revenue opportunities exist for beneficial owners considering alternative collateral profiles?  What are the risk/return impacts?
        • Cost-benefit analysis of non-cash lending
        • What regulatory restrictions still exist for non-cash lending?
        • How beneficial owners are adapting collateral policies, oversight and compliance protocols to manage broader sets of collateral
        • Why borrowers will increase balances and/or improve rates for collateral
        • ETFs as collateral


        • Marguerite Gleeson, Executive Director (Morgan Stanley)
        • Mike Johnson, Investment Officer (CalPERS)
        • Greg Corcoran, Cash/Securities Lending Analyst (Ohio PERS)
        • Blythe Greeno, Managing Director, Capital Optimization & Resource Management (State Street)

      11:45 AM
      Market Evolution Update: Trading Platforms, Clearing, and other Innovations

        • What progress has been made by CCPs to offer solutions to the buy side?
        • How can CCPs better incentivize the buy-side to participate?
        • Is there the possibility of non-membership-based utilization of these platforms?
        • How does this route to market compare to alternatives in terms of risk, transparency, costs, benchmarking and overall efficiency?


        • Jeffrey Kidwell, Industry Expert (Independent)
        • Matt Wolfe, VP, Product Development (OCC)
        • Joseph Pizzarelli, Managing Director - Client Dev (GLMX)

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

      12:15 PM
      The 26th Annual Beneficial Owners' International Securities Finance & Collateral Management Conference Concludes



Sponsors

Register

This is a past conference, no registration is available.

Contact Us

Venue

  • Conference Venue
  • Ritz Carlton Fort Lauderdale


    1 North Fort Lauderdale Beach Boulevard
    Fort Lauderdale, FL, 33304
    USA

    Additional Info:

    Please use the link above to make a reservation in our group room block, pending availability, until our cutoff date of Wednesday, January 22The Group Code (DKQDKQA) must be applied to receive our discount.   IMPORTANT NOTE: IMN has not retained a third party booking company to assist with reservations.  If you are interested in making a reservation at the hotel you must make your reservation using the link above.
  • Suggested Hotel
  • Courtyard Marriott Fort Lauderdale


    440 Seabreeze Boulevard
    Fort Lauderdale, FL, 33316
    USA

    Additional Info: IMN does not have a room block at this hotel.
  • Suggested Hotel
  • The Westin Beach Resort & Spa - Fort Lauderdale


    321 N Fort Lauderdale Beach Blvd
    Fort Lauderdale, FL, 33304
    USA

    Additional Info: IMN does not have a room block at this hotel.
  • Suggested Hotel
  • W Fort Lauderdale


    401 N Fort Lauderdale Beach Blvd
    Fort Lauderdale, FL, 33304
    USA

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

Speakers

Content/Audio Files

  • Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab.

    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.
  • Wednesday, February 12th, 2020
  • 9:55 AM

    Global Securities Finance Industry Outlook: Predicting Key Market Drivers For 2020 and Beyond



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 11:20 AM

    Introducing Global Peer Financing Association: A Case Study



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 12:20 PM

    Peer to Peer Fireside Chat with Tammy Phillips – Asterisk Network Solutions



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 2:30 PM

    Making an Impact: The Importance of ESG in Securities Lending



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 3:15 PM

    Innovative Approaches to Cash Collateral Management and Reinvestment in Lending and Repo



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 4:30 PM

    Agent Lender Perspectives on the Future of the International Securities Finance Market



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 5:00 PM

    Emerging Technologies in Practice: Where Are We in this Journey?



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • Thursday, February 13th, 2020
  • 9:00 AM

    Chairpersons' Opening Remarks & Recap of Day 1



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 9:20 AM

    A View of Demand: Prime Broker and Hedge Fund Perspectives



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 10:00 AM

    Benchmarking and Data: Are You Using This to Its Full Potential?



    ** 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
  • 11:00 AM

    Addressing the Ever-Increasing Need for Non-Cash Collateral & Flexible Thinking



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files
  • 11:45 AM

    Market Evolution Update: Trading Platforms, Clearing, and other Innovations



    ** 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

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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