Thank you to our sponsors for helping make the
13th Annual Canadian Securities Lending Conference possible
At TMX Group, we build world-class markets to enable businesses and investors to succeed and help communities thrive. Powered by our people, TMX has the means to bring inspired ideas to life, and to unlock human potential. We believe better markets serve as a propulsive engine, creating opportunities for bold and ambitious ideas to create a brighter future.
With offices in some of the world’s most multicultural cities, we proudly celebrate diversity, learn from one another, and cultivate true belonging in a Hybrid-First work environment. We are a global team, connected across multiple industries, and united by a common Purpose: To Make Markets Better and Empower Bold Ideas.
We power capital and commodity markets with client-centric, technology-driven global solutions.
To be an indispensable solution for companies around the world to raise capital and the preferred destination for traders and investors to prosper.
TMX Group companies includes: Toronto Stock Exchange, TSX Venture Exchange, TSX Trust, Montréal Exchange, TSX Alpha Exchange, Shorcan, CDCC, CDS, TMX Datalinx, TMX Insights and Trayport.
Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $46.6 trillion in assets under custody and/or administration and $1.9 trillion in assets under management as of March 31, 2023. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available on www.bnymellon.com. Follow us on LinkedIn or visit our Newsroom for the latest company news.
National Bank Financial Markets is the trade name of the Financial Markets division of National Bank of Canada. National Bank Financial is a fully-integrated investment dealer combining retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance, and securities clearing for third parties. National Bank Financial Markets has a major presence in Toronto, Montreal, Calgary, and Vancouver, as well as operations in the United States, Europe and Asia. Our professionals are passionate, entrepreneurial and client-focused team. Our “One Client, One Bank with One Mission – Putting People First” culture creates an environment of collaboration and accountability. We work together to deliver solutions that help our clients achieve long-term success.
Visit https://nbfm.ca/ for details.
Pirum offers a secure, centralized automation and connectivity hub for securities finance (Stock Loan and Repo), cleared and uncleared derivatives and other collateralized transactions.
Our services offer complete automation of the post-trade and collateral lifecycle and provide vital functionality to the securities finance markets. Pirum’s products cover both the U.S. domestic and international activity, and our post-trade services in North America are designed to solve challenges through enriched features and functionality to bring automation to the local markets.
Across our platform we reconcile hundreds of thousands of transactions globally each day. Our suite of services enables our clients to seamlessly affirm trade economics on a real time basis, communicate and resolve exceptions with counterparts, instruct tri-party agents and integrate services with a variety of other industry vendors.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 97,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank and one of the largest in the world, based on market capitalization*, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.
*As at January, 31 2023
EquiLend is a global financial technology firm offering Trading, Post-Trade, Data & Analytics, RegTech and Platform Solutions for the securities finance industry. EquiLend has offices in North America, EMEA and Asia-Pacific and is regulated in jurisdictions around the globe.
State Street Financing Solutions provides a comprehensive and innovative set of securities financing products. As one of the longest running and largest securities financing providers in the industry, we are positioned well to understand your financing and investment needs across global markets. Our leading Agency Lending, Prime offerings, and Repo services can help you get the most out of your portfolios and support your investment strategy. As a market innovator, we’ve expanded our services with a range of peer to peer financing services helping you access new pools of liquidity and providing competitive overnight and term cash investment financing through our common platform, Venturi. Combining our full suite of offerings, supported by a business model that is built to provide stability through market cycles, we can help identify potential areas for savings, profits and, ultimately, achieve alpha.
Visit Statestreet.com for details.
J.P. Morgan Securities Services provides world-class collateral management, custody, accounting, administration, ETF servicing, middle office, foreign exchange, liquidity management, securities lending, performance management and data solutions to institutional investment managers, pension funds and governments. We offer a broad array of integrated solutions that span investment strategies, fund structures, asset types and geographies. For over four decades, J.P. Morgan Securities Services has delivered expertise, scale and capabilities to help our clients protect and grow their assets, optimize efficiency and maximize opportunities in diverse, global markets.
J.P. Morgan is a global leader in banking, markets, securities services and payments. We provide strategic advice, raise capital, manage risk and extend liquidity to the world’s most prominent corporations, governments and institutions across 100+ countries.
Coffee Break Sponsor
Northern Trust (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking services. Improve performance and drive operational efficiency with our innovative capital market solutions to meet your securities finance, foreign exchange and institutional brokerage needs. Securities lending can play a significant role in your investment portfolio and risk management strategy and we are committed to providing you a flexible, customizable and transparent program to bring enhanced returns.
Visit https://www.northerntrust.com/united-states/what-we-do/asset-servicing/capital-markets/securities-finance for details.
Swag Bag Sponsor
Wealthsimple is one of Canada’s fastest growing and most trusted financial services companies. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves 3-million Canadians and holds over $20-billion assets.
The Options Clearing Corporation (OCC) is the world’s largest equity derivatives clearing organization and U.S. equities lending counterparty. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. For 30 years, OCC’s Stock Loan Programs have reduced operational risk while enabling capital and collateral savings for Clearing Members. As a Systemically Important Financial Market Utility, OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission, the U.S. Commodity Futures Trading Commission, and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty clearing and settlement services to 19 exchanges and trading platforms.
Scotiabank is a leading bank in Canada and a leading financial services provider in the Americas. We are here for every future. We help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
Securities Finance Times is the go-to industry publication for free news, views and opinion on securities finance and collateral management.
The fortnightly publication and accompanying website cover securities borrowing and lending, repo and collateral management in easy-to-digest issues that inform, educate and explain, at no cost to you.
The website also provides the latest information on securities lending, repo and collateral management events around the world.
Global Investor Group offers a wealth and depth of news, analysis and data across the derivatives, asset management, securities finance, custody and fund services markets.
The Global Investor Group was created in 2017 and brings together three leading brands – FOW, ISF and Global Investor – to provide unparalleled reach across the buy-and sell-sides.
As of October 2021, our market-leading content is available exclusively online.
Our mantra is to be the closest to each market we cover, through everything from exclusive news stories to thought leadership articles, reports and market-leading events.
For more information about us, please visit our website: Global Investor Group – incorporating FOW and ISF