Conference Agenda
Location: The Omni King Edward Hotel
Address: 37 King St E, Toronto
Thursday June 6, 2024
| 8:00 – 9:00 AM | CONFERENCE REGISTRATION & BREAKFAST Breakfast sponsored by Northern Trust Name badges sponsored by: Equilend Swag Bags sponsored by: Wealthsimple |
| 9:00 – 9:05 AM | WELCOME REMARKS & CONFERENCE OPEN |
| 9:05 – 10:00 AM | SESSION 1: Economic Update Brian Belski, BMO |
| 10:00 – 10:30 AM | SESSION 2: Client Insights & Perspectives Across the Value Chain Moderator: Brendan Eccles, Managing Director, Global Head Securities Lending, Scotiabank Panelists: Kyle Kolasingh, Head of Market Services Solutions, RBCIS Frank Falanga, Executive Director, J.P. Morgan Robert Goobie, Senior Managing Director, Collateral & Balance Sheet Management, HOOPP |
| 10:30 – 10:50 AM | COFFEE BREAK |
| 10:50 – 11:30 AM | SESSION 3: T+1 in the Rearview Moderator: Phil Zywot, Head of North American Equities & US Corporates, BNY Mellon Panelists: Mathilda Yared, MD, Global Securities Finance, National Bank Financial Christopher Galli, Executive Director, Trading Services | Digital & Platform Services | Corporate & Investment Bank, J.P Morgan Ahmed Shadmann, Head of Agency Trading Canada and Non-US Equities, State Street Alexa Lemstra, Director of Client Relationship Management, Equilend |
| 11:30 – 12:10 PM | SESSION 4: Industry Data Panel Moderator: Chelsea Grossman, Managing Director North American Head of Agency Lending Client Management, State Street |
| 12:10 – 1:30 PM | LUNCH BREAK – CASLA & GPFA presents Working Lunch Sponsored by J.P. Morgan Securities Services |
| 1:30 – 2:10 PM | SESSION 5: Regulatory Discussion Who is Drinking and Who is Paying? – Moderator: Andrea Topic, Director, Regulatory & Optimization, National Bank of Canada The phrase, “Who is drinking and who is paying?” is a commonly used Croatian expression when you can not make head nor tail of a situation. This premise will spark an engaging discussion starting with the US Basel End game proposal which turned into a live soap opera to open the March FED meeting when Chair Jerome Powell said: “We do hear the concerns and I do expect there will be broad material changes to the proposal”. After so many months of not giving in to the requests of US banks at the beginning of this year, the FED has changed its stance? What happened? What will happen? All these questions and other upcoming regulations impacting the Securities Finance will be discussed on this panel. |
| 2:10 – 2:55 PM | SESSION 6: Market Infrastructure Revolution: Navigating Post Trade Challenges and Partnering in Industry Transformation Moderator: Steve Everett, Head Business Strategy and Innovation Post Trade, TMX Panelists: Fabrice Tomenko – CEO, Clearstream International Barney Nelson – CEO, Value Exchange Lisa Mantello – Partner, Financial Services, Osler Maksym Padalko – Special Advisor, Bank of Canada Lara Krivokucha – CCO, CDCC |
| 2:55 – 3:20 PM | COFFEE BREAK |
| 3:20 – 4:20 PM | SESSION 6: KEYNOTE SPEAKER |
| 4:20 – 4:30 PM | CLOSING REMARKS |
| 4:30 – 6:00 PM | RECEPTION – sponsored by State Street |
| *Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control |