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Summary
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Agenda
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Speakers
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Venue
The S&P Global Market Intelligence Securities Finance Forum returns to New York on September 22, 2022.
Join us at our in-person event for thought-provoking and engaging discussions on lessons learned and the current trends shaping the securities finance industry. Gain valuable insight from industry experts on how to navigate the shifting landscape, and network with your peers to compare notes and build new relationships.
Event Support
Brock Bell
Head of Treasury
Brock Bell is currently Head of Treasury at Hidden Road, an institutional global credit network for FX, derivatives, and digital assets.
Ed Chidsey
Senior Vice President
Ed Chidsey is a Senior Vice President and Head of Data, Valuations and Analytics for S&P Global Market Intelligence.
Joseph Pirro
Head of NY Equity Lending and Repo
Joseph Pirro is Head of NY Equity Lending and Repo at ING Financial Markets LLC. He has over 15 years of securities finance experience on both the buy side and sell side.
Kip Graham
Global Head of Portfolio Finance
Kip Graham is the Global Head of Portfolio Finance at Schonfeld Strategic Advisors, a global multi-manager platform investing across quantitative, fundamental equity, tactical, and discretionary macro & fixed income trading strategies.
Louisa Li
Director
Louisa is North America’s Client Executive for Agency Securities Lending with oversight responsibility for various Platinum relationships globally. She has worked in the banking industry in securities services and cash management since 1997.
Mark Klein
Director of Buyside Securities Finance, Product Manager
Mark is global Product Manager for the Securities Finance Buyside product at S&P Global Market Intelligence.
Mee Warren, CFA, CAIA
Chief Portfolio Strategist, Kula Investments
Mee Warren recently joined Kula Investments, LLC as Chief Portfolio Strategist. Kula is an emerging manager that recently launched Kula Equities Market Neutral Fund with a data driven systematic investment approach.
Meghan Aponte
Director, Prime Services, Scotiabank
Meghan Aponte is a part of the Hedge Fund Coverage team within Prime service at Scotiabank, where she is responsible for supporting the US Client base with their securities finance needs.
Melissa Gow
Vice President, Securities Finance
Melissa Gow is the head of client relationship activities for the S&P Global Market Intelligence securities finance, ETP and benchmarking businesses, overseeing client services, product specialists, consulting, media, commentary, and events.
Muju Tsay
Director, Product Management
Muju Tsay is a Product Management Director in Securities Finance at S&P Global Market Intelligence. Muju joined IHS Markit (now part of S&P Global) in January 2021.
Patrick Carlevato
Director, Enhanced CIO
Pat Carlevato leads business development for SEI’s Enhanced CIO platform
Paul Wilson
Managing Director, Securities Finance
Paul Wilson is the global head of the Securities Finance business at S&P Global Market Intelligence, a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide.
Robert Sackett
Head of Prime Brokerage
Rob Sackett is Head of Prime Services at Mirae Asset Securities (USA) Inc.
Robert Zekraus
Chief Operating Officer and Head of Americas
Based in New York, Bob is responsible for leading Pirum’s geographic expansion and America’s strategy focusing on business development, relationship management, and innovation. Bob has over 20 years of experience in Capital Markets working at leading global financial institutions.
Tao Li
Professor of Finance
Tao Li is a Bank of America Professor and assistant professor of finance at the University of Florida’s Warrington College of Business.
Tony Toscano
Head of Global Securities Lending Solutions in North America
Tony has 32 years of banking experience, 30 years of securities lending experience and has worked continuously with the GSLS team for 25 years.
Yin Luo
Vice Chairman , Wolfe Research
Yin Luo joined Wolfe Research, LLC in September 2016, as a Vice Chairman to lead the coverage of quantitative research, ESG, and portfolio strategy (QES). Prior to Wolfe Research, Yin was a Managing Director and Global Head of Quantitative Strategy at Deutsche Bank.
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