ISLA's 11th Virtual Post Trade Conference
- 16 & 17 March 2021
- London, UK
ISLA's 11th Virtual Post Trade Conference
Tuesday 16th March
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 - 12:10
Welcome Remarks
Conference Co-Chair
Rickie Smith Vice President, Collateral Services Product Manager J.P. Morgan
12:10 - 12:30
Opening Keynote Address
Keynote Speaker
Edwin Schooling Latter Director of Markets and Wholesale Policy Financial Conduct Authority (FCA)
12:30 - 12:50
ISLA 2020/2021 Update
A Year in Review.
Speaker
Andrew Dyson Chief Executive Officer ISLA
12:50 - 13:00
Digital Coffee Break
13:00 - 13:45
Key Business, Trading & Product Drivers Impacting Our Markets
In exceptional times, senior business representatives from across the industry review key regulatory, economic and political drivers influencing trading decisions and business development priorities.
Moderator
Andrew Dyson Chief Executive Officer ISLA
Speakers
Krishan Chada Managing Director & the Head of EMEA Securities Lending Morgan Stanley
Adnan Hussain Global Head of Securities Lending HSBC
Nina Moylett Managing Director, Cash & Currency M&G
13:45 - 14:45
Regulatory Drivers of Post Trade Practices
Following on from the previous panel, this session will focus on how the regulatory landscape we are facing today is reshaping how we think about post trade. Amongst other things, this session will consider the rolling impacts of SFTR, CSDR, SRD and CMU on existing practices, processes, as well as best practice. It will also consider UMR in the context of connecting the tri-party model with traditional bilateral processes.
Moderator
Josh Galper Managing Principal Finadium
Speakers
Emma Johnson EMEA Head of Securities Services Market Advocacy Deutsche Bank
Matthew Johnson Director, EMEA ITP Product Management & Industry Relations DTCC
Camille McKelvey Head of Business Development, STP MarketAxess
Tim McLeod Managing Director, Head of Lending & Liquidity Operations BlackRock
Simon Squire Head of Product Strategy – Clearance and Collateral Management BNY Mellon
Kindly sponsored by:
14:45 - 15:00
Digital Coffee Break
15:00 - 16:00
Delivering Post Trade in 2021: Implications & Challenges
This year’s practitioners panel will be drawn primarily from our technical working groups. In addition to familiar topics such as corporate actions management as well as reconciliation and billing processes, senior operations representatives will look at how emerging themes such as ESG, SRD as well as Brexit are driving a new set of challenges across all aspects of post trade.
Moderator
Adrian Dale Head of Regulation & Market Practice ISLA
Speakers
Rikard Axelsson Global Process Manager within Trading Operations SEB
Graham Gooden Executive Director, EMEA Head Collateral Services J.P. Morgan
Andy Krangel Director, Global Product Development Citi
Robert Frost Global Head of Product Development Pirum
Gabi Mantle Post Trade and Collateral Specialist EquiLend
Kindly sponsored by:
16:00 - 16:15
Digital Coffee Break
16:15 - 17:00
New Markets & Opportunities
The final session of the opening day will consider the emergence of new markets as well as how regulatory change is creating fresh opportunities within existing markets. As investors and industry stakeholders seek to exploit these ideas, this session will centre around asset mobilisation, connectivity, and infrastructure, amongst other things. This will include the Middle East and Africa, China Stock Connect as well as the SEC 15c3 changes.
Moderator
Farrah Mahmood Senior Regulatory Analyst ISLA
Speakers
Ross Bowman Head of Agency Securities Lending Client Management BNP Paribas Securities Services
Sunil Daswani Global Head of Securities Lending Standard Chartered
Jemma Finglas Director, Head of Business Development Asset Financing, EMEA Citi
Alexandre Roques Head of Securities Lending Distribution Desk Clearstream
Kindly sponsored by:
Wednesday 17th March
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 - 12:10
Welcome Remarks
Conference Co-Chair
Marije Verhelst Head Business Development Collateral Management and Securities Lending Euroclear
12:10 - 12:30
Opening Keynote Address
Keynote Speaker
Carmine Di Noia Commissioner, CONSOB, and Chair of the Post-Trading Standing Committee ESMA
12:30 - 12:50
Post Trade Reflections
This session will look back at how the post trade world has changed and evolved over the decades.
Speakers
Andrew Dyson Chief Executive Officer ISLA
Rupert Perry Founder Pirum
Kindly sponsored by:
12:50 - 13:00
Digital Coffee Break
13:00 - 13:45
Industry Associations' Perspectives
Taking many of the themes developed during day one, this first panel discussion of day two will look at the key challenges and opportunities facing our industry, but viewed through the lens of our fellow industry associations. Set against a backdrop of different regulatory, product and business priorities, this session will reconcile regional and product divergence with the need for greater standardisation and the implications for post trade efficiencies across our regions.
Moderator
Stephen Fisher Managing Director BlackRock
Speakers
Andy Hill Senior Director, Market Practice & Regulatory Policy International Capital Market Association (ICMA)
Anna Kulik Secretary General European Central Securities Depositories Association (ECSDA)
Ed Oliver Director Pan Asia Securities Lending Association (PASLA)
Colin Parry Chief Executive Officer International Securities Services Association (ISSA)
13:45 - 14:00
Digital Coffee Break
14:00 - 14:15
ESG & Securities Lending
Introduction of a joint ESG white paper produced by ISLA and Allen & Overy
Speakers
Emma Dwyer Partner Allen & Overy
Kelly Sporn Senior Policy Advisor Allen & Overy
14:15 - 15:00
ESG & Securities Lending: Finding Common Ground
ESG is likely to be the single biggest ‘agent for change’ in the way we think about how securities lending programmes work. In a post COVID-19 world, it is already clear that investors are demanding different things from their investment portfolios with a greater emphasis being placed on the wider green agenda. Our markets have to both recognise this change and respond to these changes. This session will debate the key issues that will allow an investor to fully comply with their ESG objectives whilst maintaining an effective lending programme. In particular, the operational questions that need to be addressed around areas such as voting, corporate actions and the management of collateral.
Moderator
Matt Chessum Investment Director Aberdeen Standard Investments (ASI)
Speakers
Ben Meaden Head of Trading - Securities Finance Aviva Investors
Cathrine Poulton Managing Director, Head of Client Management EMEA, Securities Finance State Street
Stephen O'Donnell EMEA Head of BRM Sales Strategy Morgan Stanley
Christian Schuetze Head of Cross Asset Financing Sales – DACH & Nordics Société Générale
Kindly sponsored by:
15:00 - 15:15
Digital Coffee Break
15:15 - 15:30
ISLA Legal Services Update
A session outlining the work of the ISLA Legal Steering Group as well Opinions and Documentation sub groups, including ongoing and upcoming priorities for 2021 and implications on legal in terms of the regulatory landscape.
Speakers
Tina Baker Head of Legal Services ISLA
Jamie Pullen Director & Assistant General Counsel, Equities Legal Bank of America
15:30 - 16:30
Realising the Benefits of Digitalisation
Through the development of the Common Domain Model in 2020, together with the more recent initiative to create a Legal Clause Library, ISLA is developing a series of digital building blocks that will drive future efficiencies across the post trade arena. The session will also explore how these building blocks will lead to the wider use of DLT, smart contracts and tokenisation, technologies that have the potential to transform the market, particularly in the realms of connectivity and collateral optimisation.
Moderator
PJ Di Giammarino CEO & Founder JWG Group
Speakers
Ffion Acland Executive Director Goldman Sachs
Lee Braine Managing Director, Chief Technology Office Barclays
Akber Datoo Founder & CEO D2 Legal Technology (D2LT)
Rodney Jordan Head of Business Development HQLA-X
Chris Rayner Software Engineer Specialist FIS
16:30 - 16:45
Digital Coffee Break
16:45 -17:35
Making Sense of it All
Drawing upon the overall conference, this final session will pull the themes and threads of the two days together.
Moderator
Jonathan Lombardo ISLA Chairman & Senior Vice President, Head of Unit Deutsche Boerse Group
Speakers
Iain Mackay Global Product Owner, Post-Trade Services EquiLend
Matthew Puscar Senior Manager – Securities Lending Operations Vanguard
Rickie Smith Vice President, Collateral Services Product Manager J.P. Morgan
Marije Verhelst Head Business Development Collateral Management and Securities Lending Euroclear