Securities Finance Symposium

8.50am - 9.00am Introduction

08:50am - 9:40am
From Users to Builders: Shaping the Future of AI in Securities Finance

The conversation around AI in financial services has shifted — it's no longer just about what AI can do, but who is building it, and for whom. This women-led panel brings together leaders across securities finance to explore what it means to move beyond adoption and into creation.

Through real use cases, candid lessons, and an interactive session with the audience, panelists will tackle how to embed AI meaningfully into your work, what it takes to build and deploy models inside complex organizations, and how we ensure the products we're building don't inherit the blind spots of default assumptions.

9:40am – 10:30am
Implementing Mandatory Treasury Clearing: Infrastructure, Risk Management, and Repo Post-Trade

The US Treasury clearing mandate—31 December 2026 for cash trades, 30 June 2027 for repos—represents the most significant market structure change in decades. This panel explores the operational, technical, and risk management challenges firms face as they prepare for mandatory central clearing. Clearing houses, custodians, and dealers will discuss infrastructure buildout, margin segregation requirements, repo post-trade workflows, and liquidity transformation. With early implementations underway, what lessons are emerging? Where do firms need to focus resources to meet compliance deadlines without market disruption?

Moderator
Andrew Lazar
Managing Director, Head of Rates Sales, Buckler Securities

Panellists
Andy Hill
Managing Director, Co-Head Market Practice and Regulatory Policy, International Capital Market Association (ICMA)

Alice Elizabeth Othigo
Director, Global Product Manager OTC & Collateral Services, Securities Services, BNP Paribas

Jon Whiting
VP, International and Fixed Income Agency Lending Team Leader, Fidelity Investments

Sofia Pavlidou
Global Collateral and Central Clearing Product, BNY

11.00am – 11.50am
Data Quality and Controls and Oversight in Regulatory Reporting

With the lull in global regulatory change, firms are pivoting to examine their reporting target operating models, data quality—including controls and oversight—to streamline infrastructure that has expanded rapidly under ever-tightening regulatory deadlines. This panel will discuss regulatory expectations, including upcoming prudential regulation around crypto assets, and how firms should tackle compliance in these areas. An essential session for anyone building or refining their compliance infrastructure.

Moderator
Nancy Steiker
Senior Director, Global Securities Finance Product Management, FIS Trading and Processing, FIS

Panellists
Gavin Marcus
Head of North America Sales, S&P Global Market Intelligence Cappitech

Thomas Veneziano
Director, Product Management, Broadridge

11:50am - 12:40pm
Beyond the Baseline: How Agent Lenders Compete in a Commoditised Market

In an industry where standardisation dominates, leading agent lenders are carving out competitive advantage through differentiated service models. This panel examines how firms are leveraging collateral optimisation, proactive regulatory guidance, balance sheet and RWA management expertise, enhanced return strategies, and intelligent queue exemptions to stand out. Panellists will discuss which service innovations truly resonate with beneficial owners and where the market is heading as competition intensifies.

Moderator
Brian Morrissey
Executive Director, Americas Buyside Trading Services Sales, Securities Services, J.P. Morgan

Panellists
Anthony Toscano
MUFG Investor Services

Mark MacNeill
Head of US Equity & Corporate Bond Trading, eSecLending

Alvin Oh
Global Head of Securities Lending Product, Wematch.live

14:00pm – 14:50pm
Blockchain, Digital Assets, and the Tokenisation of Securities Finance

The securities finance industry is undergoing a fundamental digital asset transformation. This panel will explore how blockchain-based platforms are enabling real-time settlement, tokenised collateral, and programmable securities lending. Panellists will examine the convergence of traditional and decentralised finance — from tokenised repos and digital collateral management, to custody solutions and stablecoins. The discussion will cover emerging use cases in crypto-native lending markets, the regulatory frameworks taking shape, and how tokenisation is unlocking liquidity and operational efficiencies across the securities finance value chain.

Moderator
TBC

Panellists
Steve Everett
Chief Commercial Officer CDS and Head of Post Trade Innovation, TMX

Nathaniel Lindsay
Vice President, Head of Electronic Trading, Agency Securities Lending, State Street

Sasha Sitsker
Vice President, Solutions Engineering, EquiLend

15:10pm - 16:00pm
Collateral Management and Optimisation: Making the Most of What You Have

With high-grade collateral under increasing pressure and liquidity costs stubbornly elevated, the ability to mobilise and optimise assets efficiently has never mattered more. This session cuts through the noise to examine how firms across the buy and sell side are rethinking their collateral infrastructure — from automation and real-time visibility to smarter inventory management. What does best practice actually look like today, and where are the remaining friction points holding the industry back?

Moderator
Amy Caruso
Head of Collateral Initiatives, ISDA

Panellists
Ed Corrall
Head of Collateral Services, Pirum

Ted Leveroni
Head of Margin Services, BNY