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UK Summit - London, November 2011

The 2011 Fundamentals Summit Series continues in London with the UK Securities Lending and Custody Summit.

(Trouble registering? Please contact info@Fundamentalsmagazine.com)

12:00
Registration & Lunch - courtesy of State Street
Meet, eat and discuss the issues of the day while networking 

  13:00

2011 Custody Industry Roundtable with a special focus on Sub Custody:

A business model under pressure. What are the biggest challenges, and are there collective solutions? How will the industry evolve, and what should beneficial owners concern themselves with?

Regulatory changes crowd the horizon (EMIR / Dodd-Frank for OTC clearing / KIIDs / FATCA / Solvency II for insurers).  Is this driving product development / outsourcing opportunities and innovation?   What are other implications?

Developments in Sub Custody ?  How are participants differentiating themselves at a time when Global Custody seems to be commoditized?  Are there new business models emerging?

Moderator:

Sonja Spinner, Senior Associate, Mercer Investment Consulting

Panelists: 

  • Ross Whitehill, Head of Offshore Management for the EMEA region, BNY Mellon
  • Ulf Noren, Global Head of Sub-Custody, SEB
  • Guido Wille, Executive Director Customer Relations Americas, UK, Ireland & Nordic countries, General Manager Clearstream

14:00

Securities Lending Market Activity & Analysis

David Lewis, SVP at SunGard Financial Systems, Astec Analytics, analyses the recent lending and borrowing activity.

14:30 Coffee Break - discussion and networking
15:00

Securities Lending Panel:  Positioning Securities Lending Programmes for Success

•  What are the opportunities and challenges in 2012 ?

•  What strategies can increase revenue ?

•  What are the Collateral Management trends, benefits and costs ?

•  The Euro-Crisis, Sovereign Debt Crunch & US Government Downgrading and the impact on Collateral Management

Moderator:  Kevin McNulty, Chief Executive Officer, International Securities Lending Association (ISLA) 

Panelists:

  • James Templeman  Managing Director - Head of Securities Lending Europe at BlackRock
  • Saheed Awan, Partner, GCMS LLC
  • Keith Haberlin, Senior Vice President, BBH
  • Richard Thompson, Head of Securities Lending Product Management, EMEA and APAC Northern Trust
16:00 Securities Lending Roundtable 2:
2011 Industry Roundtable

What kind of demand will there be in the next 18 months?

How much of an impact will the central counterparty initiative really have?

How big a factor will liquidity be?

Which regulations will have the largest impact? i.e. Dodd-Frank, Basel III, Solvency II, short selling bans

Bank of England comments on  Securities Lending and market stability

Moderator: Roy Zimmerhansl, Principal, FinTuition
Panellists: 

  • Arne Theia, Head of Repo & Collateral Trading, UniCredit
  • Thomas Wissbach, Senior Vice President, Eurex Clearing
  • Mark Tidy, EMEA Head of Securities Lending Sales and Business Development, JP Morgan
  • Nick Thomas, Global Head of Specialized Sales, HSBC
17:00 Closing remarks
17:10 Drinks Reception - courtesy of SunGard

   Main Sponsors


 


 

 


 

 

Lunch Sponsor

 

Drinks Sponsor

 

Specialist Sponsors



Agenda subject to change based on market events and/or participant input

 

3rd November, 2011 12:00 AM   through   7:30 PM
8-14 Coopers Row
Grange City Hotel
London, EC3N 2BQ
United Kingdom

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Phone: +44 (0)20 7183 8470
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