Agenda

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  • Thursday, September 22, 2022

  • 1:00 pm

    Registration

  • 1:30 pm

    Welcome and Opening Remarks

  • 1:40 pm

    Lessons Learned: The Current and Future State of Securities Finance

    Robert Zekraus, Moderator - Chief Operating Officer and Head of Americas, Pirum

    Kip Graham, Global Head of Portfolio Finance, Schonfeld

    Louisa Li, Director, Agency Securities Lending Relationship Coverage, Citi

    Joseph Pirro, Head of NY Equity Lending and Repo, ING Financial Markets

    Robert Sackett, Head of Prime Brokerage, Mirae Asset Securities

    Anthony Toscano, Head of North American Global Securities Lending Solutions, MUFG

    • Lessons learned over the past 2 years, technology, trading trends, people trends
    • SBL/REPO in a rising rate environment
    • Looking to the future, how does tomorrow’s value chain look compare to today (P2P, CCP’s, etc.)
  • 2:20 pm

    Fireside Chat

    Ed Chidsey Senior Vice President and Head of Data, Valuations and Analytics, S&P Global Market Intelligence

    Paul Wilson Managing Director, Securities Finance, S&P Global Market Intelligence

  • 2:40 pm

    Alpha and Risk from Retail and ETF Data

    Yin Luo, Vice Chairman, Wolfe Research

  • 2:55 pm

    Networking Break

  • 3:25 pm

    Trends Impacting the Buyside

    Mee Warren, Moderator - Chief Portfolio Strategist, KULA Investments

    Brock Bell, Head of Treasury, Hidden Road

    Patrick Carlevato, Director, Enhanced CIO, SEI

    Tao Li, Bank of America Professor and Assistant Professor of Finance University of Florida, Warrington College of Business

    Meghan Aponte, Director, Prime Services, Scotia Bank

    • Treasury management in the current market:
      • How will rising interest rates impact the buyside?
      • How will funds manage liquidity after a market drawdown?
      • How is retail participation impacting short sellers?
    • The future of short interest and securities lending for digital assets
    • Meme Stock mania on the Equity Lending Market
  • 4:05 pm

    Product Spotlight

    Muju Tsay, CFA, Director, Product Management, S&P Global Market Intelligence

  • 4:20 pm

    Closing Remarks

    Melissa Gow, Vice President, Product Management, S&P Global

  • 4:30 pm

    Cocktail Reception