The 14th Annual Conference on Canadian Securities Lending

Title Sponsors

Location: The Omni King Edward Hotel
Address: 37 King St E, Toronto

Thursday June 6, 2024

Keynote Speaker:
John Herdman Head Coach of Toronto FC 

We are honored to have John Herdman as our Keynote Speaker this year who will be sharing his career journey.

Internationally renowned for his leadership philosophy, John Herdman is the first coach to qualify both a women’s and men’s national team for the World Cup. During his prolific career, he has coached at four FIFA World Cups, three Olympic Games, and two FIFA youth World Cups. Now the head coach of Toronto FC, Herdman shares his proven performance philosophies in his inspirational keynotes, emphasizing the importance of vision, passion, and discipline in achieving success, whether it’s on the field or in the office.

Breakfast sponsored by Northern Trust
Name badges sponsored by: Equilend
Swag Bags sponsored by: Wealthsimple
9:05 – 10:00 AMSESSION 1: Market Update
Brian Belski, BMO
10:00 – 10:30 AMSESSION 2:  Client Insights & Perspectives Across the Value Chain


Brendan Eccles, Managing Director, Global Head Securities Lending, Scotiabank

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 AMCOFFEE BREAK – Sponsored by TMX
10:50 – 11:30 AMSESSION 3: T+1 in the Rearview

Phil Zywot, Head of North American Equities & US Corporates, BNY Mellon

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 PMSESSION 4:  Industry Data Panel

Chelsea Grossman, Managing Director North American Head of Agency Lending Client Management, State Street

Jordan Maskowitz, Securities Finance Media & Market Commentary, S&P Global
Matthew Ross, Associate Director, Data and Analytics, EquiLend
12:10 – 1:30 PMLUNCH BREAK – Sponsored by J.P. Morgan
12:10 – 1:30 PMWorking Lunch with the Global Peer Finance Association (Windsor Ballroom)

Andrew Thornhill, Managing Director, Head Equity Finance & Prime Brokerage, RBC Capital Markets
Christopher Benish, Senior Portfolio Manager for Asset & Risk Allocation, SWIB
Sandy McRae, CPPIB
Curtis Dutton, Director, Global Head of Trading Securities Lending & Liquidity Services, HSBC
Trevor Amoils, Manager, Securities Finance and Collateral, Australian Super
12:10 – 1:30 PMWorking Lunch with Woman In Securities Finance (Crystal Ballroom)
1:30 – 2:10 PMSESSION 5: Regulatory Discussion Who is Drinking and Who is Paying?

Andrea Topic, Director, Regulatory & Optimization, National Bank of Canada

Tamela Merriweather, Northern Trust
Bogdan Fleschiu, J.P. Morgan
Dexter Gall, RBC Investor Services
Tom Veneziano, Pirum

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 PMSESSION 6:  Market Infrastructure Revolution: Navigating Post Trade Challenges and Partnering in Industry Transformation


Steve Everett, Head Business Strategy and Innovation Post Trade, TMX

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 PMCOFFEE BREAK – Sponsored by TMX
John Herdman, Head Coach of Toronto FC
4:30 – 6:00 PMRECEPTION – 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