European Securities Finance
London, UK
September 25 - 26, 2019

Description

On the 25th and 26th of September, IMN will host the 24th 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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    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, September 25th, 2019

      8:00 AM
      Registration and Breakfast for All Attendees




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      8:50 AM
      IMN Opening Remarks




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      8:55 AM
      Chairperson's Opening Remarks




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      9:00 AM
      Securities Finance Industry Outlook: Analyzing 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
        • Which assets currently hold the most value?  Fixed income, pension fund assets, equities, insurance assets?  What types of RFP get agent lenders most excited?
        • Update on SFTR and how it will impact participation and transparency


        • Roy Zimmerhansl, Practice Lead (Pierpoint Financial Consulting)
        • Maurice Leo, Director, Agency Securities Lending (Deutsche Bank AG)
        • Craig Starble, CEO (eSecLending)
        • Paul Wilson, Managing Director (IHS Markit)

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      9:45 AM
      Preparing for SFTR Implementation and the Benefits of Delegated Reporting

        • Update from practitioners on their preparations
        • Overview of delegated reporting and the advantages for the buy-side
        • What should buy-side participants be thinking about ahead of SFTR implementation?
        • What are the main opportunities that have arisen as a result of increased regulation?
        • How does SFTR impact CSDR preparations?


        • Adrian Dale, Director (International Securities Lending Association (ISLA))
        • Mark Steadman, Executive Director & European Head, Product Development & Change Management (DTCC)
        • Catherine Talks, Product Manager (UnaVista, LSEG)
        • Sunil Daswani, Senior Consultant, Securities Lending (MarketAxess and Trax)
        • Stephen O'Donnell, Vice President, Bank Resource Management COO (Morgan Stanley)
        • Simon Nottage, Managing Director (State Street Global Markets)

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      10:30 AM
      Networking Break




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      11:15 AM
      Expanding and Optimizing Your Collateral Program

        • Reasons behind changing collateral trends: what is driving borrower demand for alternative collateral
        • What revenue opportunities exist for beneficial owners considering alternative collateral profiles?  What are the risk/return impacts?
        • What regulatory restrictions still exist for each?
        • How beneficial owners are adapting collateral policies, oversight and compliance protocols to manage broader sets of collateral
        • Will phase 5 of the Uncleared Margin Rules (UMR) present opportunities for securities finance?


        • Iain Mackay, Global Product Owner, Post-Trade Services (EquiLend)
        • Douwe Schering, Senior Collateral and Securities Lending Manager (MN Investment Management)
        • Ernst Dolce, Head of Liquidity Solutions (AXA Investment Managers Ltd.)
        • Ben Scarrott, Executive Director (Morgan Stanley)

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      12:00 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?


        • John Arnesen, Co-practice Lead (Pierpoint Financial Consulting)
        • Matthew Chessum, Investment Director, Liquidity Management (Aberdeen Standard Investments)
        • Sharon Terry, Securities Finance Trader (Aviva Investors)
        • Douwe Schering, Senior Collateral and Securities Lending Manager (MN Investment Management)

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      12:45 PM
      Luncheon




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      1:40 PM
      Beneficial Owner-Only Closed Door Session

      • (topics tbc)

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

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      2:40 PM
      Blockchain, DLT, Smart Contracts and Financial Services: A Fireside Chat That Aims to Debunk the Myths



        • Bill Foley, Director (SecFinHub)
        • Greg Chew, Founder & CEO (QPQ)

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      3:00 PM
      A View of Demand: Prime Broker and Hedge Fund Perspectives

        • What are the key securities finance drivers for hedge funds?
        • How has the borrowing space changed over recent years?
        • How have Prime Brokers’ securities finance services changed over recent years?
        • What do beneficial owners do, in order to adapt to these changes?
        • Potential future impacts from the growth of the fintech space


        • Umran Akhtar, Managing Director (Phipps Bridge Consulting)
        • Andrea Angelone, Co-Founder, CEO & CIO (Amagis Capital)
        • Raj Karan Singh, Director, Deputy Head (BCS Global Markets)
        • James Clunie, Head of Strategy - Absolute Return (Jupiter Asset Management)
        • Alex Lawton, Senior Managing Director, Head of Securities Finance, EMEA (State Street)

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      3:40 PM
      Networking Break




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      4:00 PM
      What Are You Missing Out On? The Importance of Using Data 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?
        • Live examples of how these tools can be used to gain a competitive advantage
        • 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)
        • Samir Dhrolia, VP, Global Derivatives, Trading and Index Portfolio Management (DTI) (British Columbia Investment Mgmt Corp)

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      4:45 PM
      Progressive Approaches to Lending and Cash Management Programs in Today’s Market: The Agent Lender/Borrower Response

      • 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))
        • Robert Lees, Head of Securities Lending EMEA & Global Head of Securities Lending Trading (Brown Brothers Harriman)
        • Simon Lee, Managing Director (eSecLending)
        • Mark Jones, Head of Securities Lending, EMEA (Northern Trust)

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      5:30 PM
      Networking Drinks Reception Courtesy of:




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      6:30 PM
      Day One of the 24th Annual European Beneficial Owners' Securities Finance & Collateral Management Conference Concludes




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    Thursday, September 26th, 2019

      8:30 AM
      Registration and Breakfast




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      9:10 AM
      Chairperson's Opening Remarks




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      9:15 AM
      New Markets and Areas of Growth for the Securities Lending Marketplace

        • Which markets have recently opened up for business?
        • What challenges are you encountering with regards to education, regulations etc?
        • Routes to market and collateral management strategy in new markets
        • Which non-European markets are you most excited about and why?


        • Bill Foley, Director (SecFinHub)
        • Ed Oliver, Managing Director (eSecLending)
        • Robert Nunn, Product Management Director - Securities Finance (IHS Markit)
        • Simon Nottage, Managing Director (State Street Global Markets)

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      10:00 AM
      Changes in the European Repo Market: How Are Key Players Adapting?

        • How have repo markets in Europe performed this past year?
        • Evaluating new initiatives from agency repo, agency cleared repo and P2P repo platforms
        • 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?


        • Charlie Badran, Head of Repo (AXA Investment Managers)
        • Julien Berge, Head of Repo (CACEIS)
        • Arne Theia, Head of Repo and Collateral Trading (UniCredit)

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      10:45 AM
      Networking Break




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      11:15 AM
      Pledge Structure 101

        • What is pledge and how does it differ from a title transfer structure?
        • Has pledge superseded CCP structures as the industry’s preference?
        • Will beneficial owners benefit from increased returns if they move to pledge structures?


        • Yannick Lucas, Securities Lending Consultant (Benal Consulting LTD)
        • Mathew McDermott, Managing Director – Global Head of Cross Asset Financing (Goldman Sachs)
        • Daniel Franks, Partner (Norton Rose Fulbright)

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      11:45 AM
      The Role of a Common Domain Model in the Standardization of Securities Finance Markets



        • Andrew Dyson, CEO (International Securities Lending Association (ISLA))

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      12:15 PM
      The 24th Annual European Beneficial Owners' Securities Finance & Collateral Management Conference Concludes




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Sponsors

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  • Standard Registration - £1,895
  • On-site Registration - £1,995
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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


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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