ISLA's 9th Annual Post Trade Conference

4 October 2018
London, UK

Thursday 4 October

Thursday 4th October

08:30 - 09:15

Registration & Networking Breakfast

09:15 - 09:30

Welcome by the Conference Chair

Kathleen Bendernagel Executive Director, Liquidity Operations, EMEA Goldman Sachs

09:30 - 09:50

Opening 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?

Pooma Kimis Managing Director OMFIF

09:50 - 10:35

Business 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

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Philip Winter Director, Head of European Securities Lending Supply Deutsche Bank

10:35 - 11:00

Coffee Break

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.

Andrew Dyson CEO ISLA

11:30 - 12:15

Industry 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 ISLA CEO

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 - 12:30

Presentation - Understanding CSDR

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

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

12:30 - 13:00

Settlement 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 - 14:15

Kindly hosted by:

14:15 - 15:15

Practitioners 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 - 16:10

Post 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 Citi Director, Head of EMEA Equity Supply Trading

Speakers

Robert Frost Head of Product Development Pirum Systems

Gavin Howard London Software Engineering Lead EquiLend

Matthew Pountain Head of Product Management, International Post-Trade Broadridge

David Selwood Vice President, Client Relationship Manager, Capital Markets Product Manager Managed Services FIS

16:10 - 16:40

Coffee Break

16:40 - 17:35

Making 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 Director, Head 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 - 17:45

Round Up of the Day

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

17:45 - 18:45

Networking Drinks Reception

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