Securities Finance Forum 2024

Agenda

1.00 - 1.35pm

Registration

1.35 - 1.45pm

Introduction and Welcome

Sarah Cottle, Head of Data and Insights, S&P Global Market Intelligence

1.50 - 2.40pm

Panel Discussion:
Unlocking value: exploring the current dynamics of the securities value chain

The first panel of the day will delve into the intricate workings of the securities lending market from the unique perspective of all members of the value chain. Our expert panelists will provide insights into the current market landscape, including both the challenges that they face and any potential opportunities for further value creation. The panelists will also examine the key trends that are currently shaping the securities finance industry and discuss the outlook for 2024 and beyond.

Moderator:
Matt Chessum, Director - Securities Finance, S&P Global Market Intelligence

Panelist
Thomas Maskrey, CFA, Securities Lending Trader, Vanguard

Curtis Dutton, Director, Global Head of Trading, Securities Lending and Liquidity Services, HSBC

Johanne Armita, Managing Director, Goldman Sachs

Zachary Stone, Portfolio Finance and Treasury, Capstone Investment Advisors

2.40 - 3.05pm

Keynote Speaker

The New Realities of Gen AI - why organizations and investors need to plan for the coming AI-driven enterprise. This presentation will explain what is different about generative AI vs previous iterations, look at where early investments are being made and what may be to come and lay out some of the challenges and opportunities ahead.

Nick Patience, Managing Analyst – Data, AI, Infosec & Risk, S&P Global Market Intelligence

3.05 - 3.35pm

Networking Break

3.35 - 3.45pm

The Product Roadmap: delivering market leading solutions for the securities finance market

Tom Spinner, Associate Director - Securities Finance, S&P Global Market Intelligence

3.45 - 4.35pm

Panel Discussion
Capital Convergence: exploring funding, financing, and securities lending demand drivers

Our second panel will examine the interplay between funding, financing, and securities lending within the financial ecosystem. Our expert panelists will explore the drivers influencing the demand for securities lending, including market dynamics, market conditions, investor behavior and macroeconomic forces. They will examine the relationship between funding sources and their impact on capital market liquidity and stability. Additionally, the panelists will analyze the emerging trends and strategies for optimizing funding and financing activities in light of evolving market dynamics.

Moderator:
Dan Skinner, Managing Director, Goldman Sachs

Panelists:
Alexandre Roques, Head of Securities Lending Trading Desk, Clearstream

Raj Karan Singh, Managing Director, Co-Head Securities Finance and Delta One EMEA, Mirae Asset Securities (UK) Ltd

Chris Brown, Vice President, Trading, EMEA Agency Securities Finance Cash Reinvestment, J.P. Morgan

Iain Colquhoun, Managing Director, Toronto Dominion Bank

4.35 - 5.00pm

Data Driven Insights: the power of stock lending and alternative datasets

Neerav Aggarwal, Executive Director, Product Development, S&P Global Market Intelligence

Securities lending data can generate valuable insights across of a range of areas, including market dynamics, risk management, valuation analysis and regulatory compliance. The data enables market participants to make more informed decisions, allowing them to better navigate the complexities of financial markets. The power of securities lending data can often be enhanced when combined with other alternative data sets or used within specific time frames. This session will explore the power of stock lending and alternative data and discuss the user cases that support them.

5.00 - 5.10pm

Closing Remarks

Gianluca Biagini, Global Head of Pricing, Valuations & Reference Data, S&P Global Market Intelligence

5.10 - 7.00pm

Cocktail Reception