ISLA's 9th Annual Post Trade Conference 2018
 
04/10/2018
08:30 - 09:15Registration & Networking Breakfast


09:15 - 09:30Welcome by the Conference Chair

Chair:
Kathleen Bendernagel
, Executive Director, Liquidity Operations, EMEA, Goldman Sachs


09:30 - 09:50Opening Keynote Speech

Policy, Regulation and Investment Strategies Prescribing Global Macro Perspectives


Central bank policies that have prescribed the course of markets into unchartered territory with unconventional monetary policy. Hair-raising populism fuelled by rising inequalities as well as trade wars between anchor economies are impacting investment strategies significantly. Quo Vadis?



09:50 - 10:35Business Drivers

Business heads from across the industry review key regulatory, economic and political drivers influencing trading decisions today, and the implications for revenue opportunities amongst other things.

Moderator:
Ed Oliver, Managing Director, Product Development, eSecLending (Europe)

Speakers:
Harpreet Bains, Executive Director, Agent Lending Global Product Head, J.P. Morgan
Joseph Gillingwater, Senior Vice President, Head of International Fixed Income Securities Lending Trading, Northern Trust
Philip Winter, Director, Head of European Securities Lending Supply, Deutsche Bank


10:35 - 11:00Coffee Break

11:00 - 11:30 Presentation - ISLA Update on SFTR and Other Market Developments and Initiatives

As the industry further evolves against a backdrop of continued regulatory scrutiny and political uncertainty, 2017/18 has been another busy period for the Association. ISLA will present to its membership many of the key threads of work that it has been involved in over the past 12 months. This will begin with a comprehensive update on SFTR, including all of the work ISLA has been doing in conjunction with industry and other relevant stakeholders. Updates on Pledge, German Tax and Market Best Practice will follow.

Speaker:
Andrew Dyson, CEO, ISLA

11:30 - 12:15Industry Associations Panel

Following the presentation from ISLA, this panel will bring together representation from across the broader associations community to discuss many of the unique as well as overlapping topics that their respective memberships are focused on, as well as the potential benefits of collaborative initiatives.

Moderator:
Andrew Dyson, CEO, ISLA

Speakers:
Francois Baratte, Senior Industry Affairs Adviser, ALFI (Association of the Luxembourg Fund Industry)
Stephen Burton, Managing Director, Post Trade Division, AFME (The Association for Financial Markets in Europe)
David Hiscock, Senior Director, Market Practice and Regulatory Policy, ICMA (International Capital Market Association)

12:15 - 12:30Presentation - Understanding CSDR

A comprehensive overview of CSDR, including the known and unknown facts that have a direct impact on securities finance trades.

Speaker:
James Montgomerie, Executive Director, Morgan Stanley & Chair of ISLA's CSDR Working Group


12:30 - 13:00Settlement Efficiencies Debate

In 2017, ISLA published a survey to its membership, soliciting feedback on the practical shortcomings in the current settlement ecosystem. This provided some fascinating insights that will form the basis of a cross market debate on the friction within the settlement system.

Moderator:
Tim Meredith, Executive Director, Investor Services, J.P. Morgan

Speakers:
Terry Chapman, Director & Head of Global Stock Loan Operations, Bank of America Merrill Lynch
Andy Krangel, Director, Citi Agency Securities Lending, Citi


13:00 - 14:15Networking Lunch

Kindly hosted by:




14:15 - 15:15Practitioners Panel

Taking its lead from the survey and the previous session, this year’s practitioners panel will come primarily from the ISLA CSDR Working Group. Against the backdrop of CSDR, they will explore what elements of the current settlement process need to be reengineered. This will include a review of the most common post trade bottle necks, as well as suggestions for best practice and guidance.

Moderator:
James Montgomerie, Executive Director, Morgan Stanley

Speakers:
Matthew Glennon, Director, Head of EMEA Equity Supply Trading, Citi
Alistair Mackenzie, Vice President, European Head, Securities Lending Operations, BBH
Sachin Mohindra, Executive Director Securities Division Operations, Goldman Sachs
Marc Turnbull, Director, Head of EMEA Securities Lending Operations, BlackRock

15:15 - 16:10Post Trade Technologies

This panel will bring the service providers into the spotlight, allowing them to articulate their existing and “already in development” capabilities around settlement efficiencies.

Moderator:
Matthew Glennon, Director, Head of EMEA Equity Supply Trading, Citi

Speakers:
Robert Frost, Head of Product Development, Pirum Systems
Gavin Howard, London Software Engineering LeadEquiLend
Matthew Pountain,
Head of Product Management, International Post-Trade , Broadridge
David SelwoodVice President, Client Relationship Manager, Capital Markets Product Manager Managed Services,
FIS



16:10 - 16:40Coffee Break

16:40 - 17:35Making Sense of It All

Drawing upon the overall conference, this final session will pull the threads of the day together.

Moderator:

Jonathan Lombardo, Senior Vice President, Global Funding & Financial Sales, Deutsche Boerse

Speakers:
Andrew Dyson, CEO, ISLA
Matthew Glennon, DirectorHead of EMEA Equity Supply Trading, Citi
Tim Meredith, Executive Director, J.P. Morgan
James Montgomerie, Executive Director, Morgan Stanley
Ed Oliver, Managing Director, Product Development, eSecLending (Europe)

17:35 - 17:45Round Up of the Day

Chair:
Julia Foster, Vice President, EMEA Markets - Securities Finance, BNY Mellon


17:45 - 18:45Networking Drinks Reception