28th Annual Beneficial Owners' International Securities Finance & Collateral Management Conference 2023 | Information Management Network (IMN) | 24 January 2023 | Four Seasons Hotel New Orleans, 2 Canal Street, New Orleans, LA 70130, USA
Venue
Four Seasons Hotel New Orleans
Four Seasons Hotel New Orleans, 2 Canal Street, New Orleans, LA 70130, USA
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| Event Date |
Tue Jan 24 CST - Wed Jan 25 CST (almost 2 years ago)
In your timezone (EST): Tue Jan 24 1:00am - Wed Jan 25 1:00am |
| Location |
Four Seasons Hotel New Orleans
2 Canal Street, New Orleans, LA 70130, USA |
| Region | Americas |
Details
The event has been held for over two decades and, in this time, has established itself as the leading platform to meet beneficial owners and learn about major issues affecting them, including regulatory changes, technological innovations and structural transformations in this market.
This is a conference for beneficial owners by beneficial owners. The advisory board, consisting solely of beneficial owners, guides the content production, including speaker acquisition, ensuring a timely and educational program for all attendees.
Beneficial owners receive complimentary passes to attend. For further information, please visit the event registration page.
Speakers
2023 Speakers
Brian Yeazel
Managing Director, Public Investments, Northwestern Mutual Investment Management Co, LLC
Alastair Heath
AVP, Portfolio Operations, Fund Services, Mackenzie Investments
Chris Reardon
Head of Securities Lending, The Vanguard Group
Chris Benish
Portfolio Manager, State of Wisconsin Investment Board
Matt Brunette
Global Head of Financing, Norges Bank Investment Management
James Vance
SVP and Treasurer, Western & Southern Financial Group
Mike Stamm
Director of Financing and Collateral Management, State of Wisconsin Investment Board
Brian Yeazel
Managing Director - Fixed Income, Northwestern Mutual
Gene Meshechek
Managing Director, BlackRock
Cherie Jeffries
Director of Fixed Income Trading, Florida State Board of Administration
Sally Kan
Principal, Total Portfolio Management, OMERS
Justin Aldridge
Head of Agency Lending, Fidelity
Craig Starble
CEO, eSec Lending
Robert Goobie
Assistant Vice President Collateral Management, Fixed Income and Derivatives, Healthcare of Ontario Pension Plan
Leslie Womack
Head of Funding and Collateral Solutions Product Development, State Street
Monica Damas-Shaw
Director, Securities Finance – Beneficial Owner Product Manager, S&P Global Market Intelligence
Nancy Allen
Global Head of Data and Analytics, EquiLend, LLC
Patrick Morrissey
Head of Product, Strategy, and Implementation- Securities Lending, The Vanguard Group
Anthony Toscano
Head of Global Securities Lending Solutions in the Americas, MUFG
Christel Carroll
Vice President, Goldman Sachs Agency Lending
Brooke Gillman
Managing Director, Head of Client Relationship Management, eSec Lending
Ingvar Sigurjonsson
Head of Analytics and Optimization, State Street
Yuri Brightly
VP, Securities Finance Product, Fidelity Investments
Matt Cohen
CEO, Provable Markets
Edward Schwartz
Global Head of Algorithmic Trading, Securities Finance, State Street
Tom Ryan
Head of Trading in North America, MUFG
Sudha Datta
President & Founder, Soterium Inc
Jim Moroney
Head of Global Equities & Corporate Bonds Trading, eSec Lending
Chris Napoli
COO, Hurricane Capital
Megan Fritz
Vice President, Goldman Sachs
David Schwartz
Executive Director, Center for the Study of Financial Market Evolution
Kevin McNulty
Head of RegTech Solutions, EquiLend
Elaina Kim Benfield
Assistant General Counsel, Vanguard
Marney McCabe
Head of Relationship Management, Fidelity
Guido Stroemer
CEO & Co-Founder, HQLAx
Dane Fannin
Senior Vice President and Global Head of Securities Finance, The Northern Trust Company
Samir Dhrolia
Senior Managing Director, Global Derivatives, Trading and Index Portfolio Management, British Columbia Investment Management Corp.
Oberon Knapp
Executive Principal of Participant Solutions, Securities Lending, OCC
Laura Klimpel
General Manager of Fixed Income Clearing Corporation (FICC) & Head of SIFMU Business Development, DTCC
Ed Blount
Executive Director, Advanced Securities Consulting LLC
Mike Norwood
Head of Trading Solutions, Equilend
Tom Daniels
Practice Lead, Forensic Securities Lending Consulting, Aon
Jared Black
Head of Securities Lending Trading, Vanguard
Greg Korte
Partner, Global Practice Leader, Aon
Amy Dunn
Americas Head of Relationship Management, J.P. Morgan
Salvador Giglio
COO & Chief Markets Officer, GLMX
Divyesh Bhakta
CEO, FinOptSys
Elizabeth Rotem
Director of Business Development, FinOptSys
Gary Klahr
Director, Strategic Initiatives, EquiLend
Shantanu Mishra
SVP, Corporate Treasurer, The Lincoln National Life Insurance Company
Michael Lotko
Investment Analyst – Cash and Securities Lending, Ohio Public Employees Retirement System
Sponsors & Partners
2023 Sponsors and Partners
PARTNER SPONSORS:
• ASC
• eSecLending
• Fidelity Investments
• Northern Trust
• State Street
PATRON SPONSORS:
• Aon
• EquiLend
• FinOptSys
• MUFG
• RBC Capital Markets
ASSOCIATE SPONSORS:
• BMO Capital Markets
• Clear Street
• Deutsche Bank
• DTCC
• GLMX
• Goldman Sachs
• HELI Financial Systems
• HQLAX
• J.P. Morgan
• Morgan Stanley
• OCC
• Provable Markets
• S&P Market Intelligence
LEAD MEDIA PARTNER:
• Global Investor Group
MEDIA PARTNER:
• Securities Finance Times