ISLA AGM & 13th Annual Post Trade Conference

  • 1 November 2023
  • London, UK

This is a one day event held in London. All times listed are in GMT.

Wednesday 1st November

07:45 - 08:45

Registration Opens, Breakfast & Networking

08:45 - 09:15

Annual General Meeting (AGM) **MEMBERS ONLY**

ISLA’s Annual General Meeting (AGM) will showcase the work carried out by the Association during 2023. Amongst other things, this will include key priorities, achievements, and deliverables.


Ina Budh-Raja ISLA Chair & EMEA Head of Securities Finance Regulatory Strategy & Industry Affairs and Markets ESG BNY Mellon

Andrew Dyson Chief Executive Officer ISLA

09:15 - 09:25

Welcome Remarks


Simon Nottage Managing Director, Financing Solutions EMEA State Street

09:25 - 09:45

Macro-Economic Outlook

With the lingering impact of inflation, commodity price-instability, and the imminent election cycle across Western Europe, this session will look at the macro-economic landscape, notably against the backdrop of continued and future geo-political uncertainty.


Jamie Rush Chief Europe Economist Bloomberg

09:45 - 10:10

Opening Keynote Address


Alina Dragomir Senior Policy Officer European Securities and Markets Authority (ESMA)

10:10 - 11:10

Key Business, Trading & Product Drivers Impacting our Markets

Senior representatives and SMEs from across securities lending and financing discuss the wider business, trading, and product drivers that have dominated much of the markets in 2023. From regulatory imperatives such as the Basel framework and CSDR, to jurisdictional tax and legal developments; all impact decision-making and have downstream implications for post-trade and operations teams.


Jonathan Lombardo Senior Vice President, Global Head of Business Management for FIC Sales Deutsche Borse


Shikha Kalra Market Structure Lead (EMEA) HSBC

Grant Mansfield EMEA Head of Securities Finance Trading BNY Mellon

Laetitia Visconti Head of EMEA Equities Market Structure and Market Connectivity Product Barclays

Olivier Zemb Head of Equity Finance & Collateral Trading CACEIS

11:10 - 11:40

Networking Refreshment Break

11:40 - 12:00

Considering Settlement Failure in the UK Financial Markets

We invite the Chairs of the UK government’s Accelerated Settlement Taskforce and the Bank of England Securities Lending Committee’s Working Group on Settlement Efficiency, to discuss what triggered the creation of their groups and respective mandates, current status, the road ahead, and ultimate goals of their work.


Charlie Geffen Senior Adviser Flint Global

Tim McLeod Managing Director, Head of Lending & Liquidity Operations, Head of Investment Operations EMEA BlackRock

12:00 - 12:45

Migration to T+1: Part I - Trade Initiation & Settlement

The pursuit of settlement efficiency has been front and centre of how we think about our industry for many years. CSDR has provided renewed focus and the migration towards T+1 will demand even greater attention. This first of two sessions will debate how our thinking on issues such as Know Your Client (KYC), onboarding and trade initiation is changing when viewed through the prism of T+1.


Adrian Dale Head of Regulation & Markets ISLA


Anna de Winton Vice President BNP Paribas

Emma Johnson Executive Director, Securities Services, Global Custody Industry Development J.P. Morgan

Sachin Mohindra Executive Director, Client & Market Solutions Goldman Sachs

Gary Wright Director of Industry Affairs ISITC Europe CIC

12:45 - 13:30

Migration to T+1: Part II - Collateral Mobilisation, Life Cycle Management & Recalls

In a recent survey published by InvestOps, 55% of respondents suggested that identifying the root cause of fails was their single biggest reconciliation challenge. Set against this problematic backdrop, this session will consider how an enhanced settlement cycle will affect the management of life cycle events, collateral mobility, and recalls, and if the current market infrastructure remains fit for purpose.


Ben Johnson Director FORVIS


Garret Browne Head of Trade Management Services (Securities & FX) EMEA Fidelity International

Gareth Jones CEO Euroclear Global Collateral Ltd

Andy Krangel Director, Securities Finance Global Product Development Citi

Neelam Rathod Executive Director, Securities Lending Product Engineer Goldman Sachs

Kindly sponsored by;

13:30 - 14:45

Networking Lunch

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14:45 - 15:15

Diversity & Inclusion Requirements for Financial Firms

The Financial Conduct Authority (FCA) and Prudential Regulatory Authority (PRA) consultations published DEI consultation papers in September. This session will look at the background to the publications, discuss some of the new diversity and inclusion requirements for financial firms, provide insight on the proposals, as well as touch upon some of the challenges that financial firms organisations may face.


Caroline Dawson Partner Clifford Chance

15:15 - 15:35

Securities Finance Transformation: The Case for Change

A recent survey by Value Exchange on the transformation of securities lending, sponsored by ISLA, investigated not only the shape of the market but also the costs, friction points and the digital trajectory firms are exploring to improve their operating models. A short presentation on the initial findings.


Barnaby Nelson CEO the ValueExchange

15:35 - 16:05

Networking Refreshment Break

16:05 - 16:50

T+1 & Technology

The combined impact of regulatory change with political momentum behind T+1, increases the importance of the debate around technology and vendor solutions. In discussion, this session will allow the incumbents to highlight those areas and product lines that are at the leading edge of meeting these mandatory changes.


Colette McIntyre Executive Director, EMEA Head of Asset Servicing Morgan Stanley


Robert Frost Global Head of Product Pirum

Mike Lambert Securities Lending Product Director Broadridge

Gabi Mantle Global Head of Post Trade Solutions EquiLend

Val Wotton Managing Director and General Manager, Institutional Trade Processing DTCC

16:50 - 17:30

Harnessing New Technologies to Innovate

Continuing the theme of technology and solutions, this final session of the day will take stock of where our markets are from the perspective of the wider digital agenda, including the adoption of tokenisation and digital assets, but also exploring concepts such as artificial intelligence, to improve operational processes and solve the efficiency conundrum. With digital updates to the Global Master Securities Lending Agreement already in progress, an opportunity to discuss real-life use-cases, and other possible applications.


Rina Azumi Executive Director, Global Banking & Markets, Digital Assets Goldman Sachs

Michael Brown Partner Clifford Chance

Thomas Pikett Digital Asset, Product Management, Trading Services J.P. Morgan

Kindly sponsored by;

17:30 - 17:40

Closing Remarks & Wrap Up


Ruth Ferris Senior Director, Global Structured Flow Development and Solutions MUFG Securities EMEA plc

17:40 - 18:50

ISLA Connects Networking Reception

As part of the ISLA Connects initiative, we are opening this part of the event to our members who are unable to attend the Post Trade Conference sessions during the day. If you are planning to attend the Post Trade conference, you can confirm attendance to the ISLA Connects event during the registration process. If you’re unable to attend the entire conference but can make the networking reception in the evening please RSVP at

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