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ISLA's 11th Virtual Post Trade Conference

  • 16 & 17 March 2021
  • London, UK

Please note the event times are listed in GMT.

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

Agenda

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