ISLA AGM & Securities Finance Forum 2021
ISLA AGM & Securities Finance Forum 2021
Wednesday 6th October
11:00 - 12:00
Virtual Delegate Platform Opens
Take advantage of the virtual event platform Swapcard ahead of the event!
Complete your online profile, connect with other attendees and sponsors, as well as using the platform to set up 1:1 meetings for the duration of the conference. Delegates are encouraged to browse the platform to find out more about the agenda, speakers, sponsors, and media partners. You also have the option to customise your own personal schedule across both days.
12:00 - 13:00
Annual General Meeting (AGM) **MEMBERS ONLY**
ISLA’s Annual General Meeting (AGM) will showcase the work carried out by the Association during 2020. Amongst other things, this will include key priorities, achievements, and deliverables.
13:00 - 13:15
Digital Break
13:15 - 13:25
Welcome Remarks
Co-Chair
Tina Baker Head of Legal Services ISLA
13:25 - 13:45
Opening Keynote Address
As Europe continues to come to terms with a post-Brexit world, this session will provide perspectives on today’s political landscape. Amongst other things, it will consider the implications of Angela Merkel’s imminent departure, as well as the upcoming French presidential elections in 2022. Financial regulation will be front and centre as EU policymakers strive to give the EU a sense of direction, with the bloc’s internal unity being tested from rule of law squabbles and possible further political tensions over migration.
Speaker
Jim Brunsden Senior Vice President, Financial Services Practice FleishmanHillard
13:45 - 14:00
Global Economic Outlook
The worst of the COVID-19 economic crisis may be behind us, but the global economy is not totally out of the woods just yet. Supply chain pressures are worsening, inflation rates are spiking, and the wall of government coronavirus support is coming to an end. Join us for macro-economic perspectives and the general outlook for the key global fiscal and monetary indicators.
Speaker
James Smith Developed Markets Economist ING
14:00 - 15:00
Industry Leaders: Perspectives & Outlook
During the opening panel of the Forum, we invite senior figures from across the securities finance industry to share their personal perspectives and experiences as 2021 draws to a close, and we embark upon 2022.
Moderator
Jonathan Lombardo ISLA Chair & Senior Vice President, Head of Unit Eurex
Speakers
Johanne Armita Vara Head of Securities Lending Supply for EMEA Goldman Sachs
Danièle Noujaim Head of Securities Lending and Repo AMUNDI Intermediation
James Templeman Managing Director, Global Head of Securities Lending Trading BlackRock
Simon Tomlinson Global Head of Agency Lending Trading, BNY Mellon Securities Finance BNY Mellon
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15:00 - 15:15
Digital Break
15:15 - 16:10
Steering Through the Frontiers
The range of member working groups organised by the Association is the most extensive and representative ever seen. Following on from our opening sessions, Chairs of various ISLA Steering Groups discuss key influences and areas of focus, including regulatory, legal, collateral, and digital.
Moderator
Adrian Dale Head of Regulation & Market Practice ISLA
Speakers
Chris Markham-Lee Senior Managing Counsel and Head of Securities Finance for BNY Mellon Legal, EMEA BNY Mellon
James Montgomerie Executive Director, EMEA Head of Financing & Collateral Operations Morgan Stanley
Marc Turnbull Global Head of Change Management for Liquidity & Lending Operations (LLO) BlackRock
Rickie Smith Vice President, Collateral Services Product J.P. Morgan
Phil Winter Director, EMEA Head of Securities Lending Supply Citigroup
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16:10 - 17:00
Spotlight on the Supply-side: The Global Influencers
The format of the final session of the opening day will be an exchange of ideas and experiences between an institutional investor group with very different profiles yet common interests. Each will consider the aforementioned influences on their priorities, and how they are influencing the future direction of the industry.
Moderator
Brooke Gillman Managing Director, Global Head of Client Relationship Management eSecLending
Speakers
Matthew Chessum Investment Director Aberdeen Standard Investments
Robert Goobie Assistant Vice President Collateral Management, Fixed Income and Derivatives Healthcare of Ontario Pension Plan (HOOPP)
William Martinez Senior Vice President & Portfolio Manager for Short-Term Desk PIMCO
Ben Meaden Head of Securities Finance Aviva Investors
17:00 - 17:05
Closing Remarks
Co-Chair
Tina Baker Head of Legal Services ISLA
Thursday 7th October
08:30 - 09:30
Virtual Delegate Platform Opens
Take advantage of the virtual event platform Swapcard ahead of the event!
Complete your online profile, connect with other attendees and sponsors, as well as using the platform to set up 1:1 meetings for the duration of the conference. Delegates are encouraged to browse the platform to find out more about the agenda, speakers, sponsors, and media partners. You also have the option to customise your own personal schedule across both days.
09:30 - 09:40
Opening Remarks
Co-Chair
Andrew Dyson Chief Executive Officer ISLA
09:40 - 10:00
In Discussion with Brian Lamb (CEO)
Brian Lamb, CEO of EquiLend recollects some of the main themes from their 20 year history, 14 years of which he has spent at the helm.
As technology emerges as one of the most dominant influencers of our industry, Andy Dyson hears how EquiLend are poised to meet the challenges ahead in the increasing digital landscape.
Moderator
Andrew Dyson Chief Executive Officer ISLA
10:00 - 11:00
David & Goliath: Is Innovation the Name of the Game?
Securities finance has always embraced innovation, driven from both larger incumbents to smaller emerging players. Continuing on the theme of technology influencers, this session will consider this landscape in terms of growth, collaboration and scalability. Amongst other things, the group will discuss the merits of partnerships or acquisitions and the most efficient ways of bringing new products to market.
Moderator
Mathew McDermott Global Head of Digital Assets Goldman Sachs
Speakers
Matthew Boyd Head of Prime Brokerage Financing Coinbase
Nadine Chakar Head of State Street Digital State Street
Shane Martin Head of Securities Finance Sales WeMatch
Elisa Poutanen Sales Lead HQLA-X
Boaz Yaari Founder and CEO Sharegain
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11:00 - 11:15
Digital Break
11:15 - 12:15
Sustainability: Transcending the New Frontier
Many commentators suggest that the sustainable agenda will be by far the greatest influence on how we think about securities lending in the post-pandemic era. This session will consider recent regulatory developments across Europe, and in particular what this means for us and adjacent markets, including the wider investment community as well as alternative investment managers.
Moderator
Ciara Horigan Vice President, Public Policy - Regulatory, Industry & Government Affairs State Street
Speakers
Ross Bowman Head of Agency Securities Lending Client Management BNP Paribas
Ina Budh-Raja EMEA Head of Securities Finance Product & Strategy and Markets ESG BNY Mellon
Kristell Herbault Product Engineer, Sustainability Solutions for Global Markets Activities Societe Generale
Adam Jacobs-Dean Managing Director, Global Head of Markets, Governance and Innovation AIMA
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12:15 - 12:55
Spotlight on Diversity & Inclusion: Fostering Change for the Future
Drawing upon recent work led by the Bank of England (BoE), amongst others, this final session will look at the practical implications of diversity and inclusion in the workplace. As evidenced in the recent joint discussion paper from the PRA, the FCA, and the BoE, there is clear momentum for change, which is building around the world. Social movements and increasing investor focus have led to global conversations, notably around gender and race. These have engaged the attention of regulators globally, so at this pivotal point, what next?
Moderator
Andrew Dyson Chief Executive Officer ISLA
Speakers
Daniel Danso Global Diversity and Inclusion Leader Linklaters
Julia Hoggett CEO London Stock Exchange
Marshall Bailey OBE Chairman MUFG Securities, Chairman, FSCS, Board Member, CFA Institute
12:55 - 13:00
Closing Remarks
Co-Chair
Andrew Dyson Chief Executive Officer ISLA
17:30-20:00
Drinks Reception
Registration for the drinks reception is now closed. If you wish to amend your registration, please contact support@islagroup.org.
Please note that prior registration is required, as failure to do so may result in refused entry.
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