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These two practical-based roundtable workshops – facilitated by industry experts - will offer Beneficial Owners the benefit of engaging in a dialogue and hence get a deeper understanding of the respective topics and how they specifically relate to their needs. Beneficial Owners will have the opportunity to attend two rotations of the 30 minute workshops.
Please Note: The 8:25am-9:25am workshops are only open to qualified Beneficial Owners. Pre-registration is required. To register or to submit questions in advance, please email firstname.lastname@example.org
- Handling the tactical challenges that exist in securities lending programs today
- The longer term strategic direction of the business and positioning your program for success
- Key drivers of market and regulatory developments and their influence on the securities financing industry
The impact of regulation, utilization of the increasing cost of capital combined with the drive for operational efficiency all point to the direction of Central Clearing. How can the Securities Finance and Collateral Management marketplace embrace change and innovation and further enable CCPs to become a fundamental part of their day-to-day business? In this session, the role of the different securities lending stakeholders in a trade via the CCP will be explained including the overall function that a CCP model fulfils. Beneficial Owner participants undertake a detailed review of the trading, collateral and risk management aspects of the CCP model, study the operational capabilities and understand what the market can expect to see in the future for this key strategic development.
Roelof Van Der Struik
The Blockchain has the potential to disrupt the securities lending business. This workshop provides a fundamental understanding of this new technology, its potential impact and the current status of adoption.
- What is the Blockchain and what is its significance?
- How does it work? What are its benefits and limitations?
- What are its various (current and potential) applications and how is it being used in the financial sector today? Who are the first adopters?
- How is the Blockchain being viewed by regulators?
- Where does adoption of the Blockchain currently stand? What are the challenges to overcome and the next steps? What are realistic implementation timeframes? When and how will it impact the day to day workings of the securities lending sector?
As the securities lending industry continues to undergo a seismic shift, the underlying theme of this year’s event is to examine the various disruptors and influencers – from Brexit and the macro-economy; to regulation and new technology – and in turn examine how these are impacting market supply and demand and the subsequent shift in business models for the industry’s different stakeholders. This opening presentation highlights how key developments over the past year have further impacted the practices of securities lending and collateral management. In doing so it sets a framework for the discussions for the remainder of the conference.
In September official data from July will be released which will be the first indicator of the impact of Brexit, in the short term at least, and a view into the macroeconomic outlook for 2017.
There is no ‘one-size-fits-all’ when it comes to collateral management or optimisation. Yet their significance is only going to increase in the new evolving securities finance environment. In this session we look at how different firms are now approaching collateral management and collateral optimisation, in particular sourcing, pricing, tracking and allocating collateral with consideration and coordination across business lines. We examine the economics of such approaches and the lessons being learned. We also address the issue of collateral shortfall, the degree to which this is still a concern and whether beneficial owners are restricting assets as collateral buffer.
Against the backdrop of regulatory change, liquidity issues and financial and technical innovation, this panel debates the best approach(es) to lending today. In doing so panelists also discuss how to make routes to market more efficient and give perspectives on what will be the lending model(s) of the future. Points addressed include:
- How do traditional and the various alternative routes to market compare in terms of risk, transparency, costs, benchmarking, efficiencies and overall trade-offs?
- How can Beneficial Owners assess which route(s) make sense for their lending programmes?
- In what ways, and to what degree, do the different alternative routes impact the securities finance industry?
- Which routes to market will remain small initiatives vs. the way of the future for lending programmes?
Over the past five years, the EU financial sector has undergone a fundamental regulatory transformation. Now, with Brexit, further transformation is to be expected and uncertainty hangs over the industry in the meantime. In this panel we address the regulatory impact of Brexit on the securities finance industry and offer perspectives on what new/amended regulation can be expected from the UK and when. We also address key global regulation and legislation currently impacting securities lending including timelines and, where relevant, the likelihood of the regulation being enacted. Among the points to be addressed are:
- Securities Financing Transactions Regulation (SFTR)
- ESMA (CSDR/TS2)
- UCITS V/Money Market Fund reform
- The Resolution Stay Protocol
- Financial Transaction Tax (FTT)
- How are you shifting your business model in response to regulation, Brexit and other market developments? What have been notable developments/changes to your strategy in the last 12 months? How are you anticipating changing your strategy in the next 12 months?
- How are hedge funds responding to the evolving marketplace? What new opportunities are they taking advantage of? Where are current levels of demand for securities? Notable trends?
- In light of the above, what is the impact on securities lending and the beneficial owner community? What can beneficial owners do to enhance the revenue for both the buy and sell side?
- What else is on the horizon that has the potential to impact hedge funds and prime brokers? What can we expect to see from the demand side in 2017?
- How are you protecting your securities lending earning level in a changing industry?
- How have you changed your lending strategies in response to regulation? Are you anticipating making changes due to Brexit and if so, what? How are you meeting evolving demands from the industry, e.g. term trades? Collateral flexibility?
- What has been the impact of Money Market Reform on your cash collateral reinvestment strategies?
- How much are beneficial owners relying on agent lenders to educate them on the impact of regulation? From your perspective, what are best practices for agent lenders in communicating with beneficial owners?
- Do you see an increase in costs due to regulation (reporting, transparency, etc…)? How to determine when to keep a lending programme alive?
- How does securities lending fit into responsible investing?
- What are your key concerns/areas of focus in the current market? What is your perspective on the future of securities lending and collateral management? Where do you expect your programme to be in 2017?
M. Nicolas Firzli
Roelof Van Der Struik
Drawing upon insights given over the course of today we now address best practices approaches to structuring a lending programme in today’s fast-evolving environment. We assess how beneficial owner decisions directly impact earnings and the risk profile of a program and explore how, through better structuring, program performance can be maximized. In highlighting the various decision points, and processes and criteria for service provider selection, we address the options and considerations for the different types of Beneficial Owner and for different-sized lending programmes. We pay particular consideration to Beneficial Owners with programmes too small to be serviced by Agent Lenders.
Continuing the valued tradition of offering Beneficial Owners a confidential peer-to-peer open discussion forum, the following roundtable will enable participants to freely discuss issues at the top of their agenda. Participation is strictly limited to qualified Beneficial Owners .To register or to submit discussion points, please email email@example.com. Submitted questions will remain anonymous.
Please Note: The 8:00am-10:00am sessions are only open to qualified Beneficial Owners. Pre-registration is required. To register or to submit questions in advance, please email firstname.lastname@example.org
Facilitated by industry experts these practical-based roundtable workshops will offer Beneficial Owners the benefit of engaging in a dialogue and hence get a deeper understanding of the respective topics and how they specifically relate to their needs.
Beneficial Owners will have the opportunity to attend two rotations of the 30 minute workshops.
Market data provider DataLend will help beneficial owners determine:
- Am I getting value from my securities lending program?
- How can I ensure my reporting is market standard?
- How can I make the case for securities lending within my firm?
- Prominent trends in the securities lending market over the last 3-5 years.
- How returns have changed in various markets and asset types.
- Options for optimising securities lending performance in today’s market.
We are pleased to once again offer this popular panel discussion. With Beneficial Owner participant approval, key themes from the roundtable sessions will be put to Agent Lender/Borrower panelists for their perspective. To submit questions in advance, please email email@example.com. All sources of questions will remain anonymous.
In this session we look at the latest tools and processes that beneficial owners are utilising to benchmark against their peers and to track the performance of their programmes and service providers. Among the points addressed are:
- What is your approach to running a benchmarking and performance tracking programme(s)?
- What internal tools and processes do you utilise?
- What are common challenges/pitfalls to avoid?
- How are you using the information to make changes to your lending programmes?
- What are the key take-homes/best practices from your experience?
From the Blockchain and CCPs to regulation, Brexit and global market volatility, various drivers continue to reshape the securities lending industry and the traditional way of doing business. In this closing session we pull together the key insights given over the course of the event with a view to determining the medium-to-long term strategic direction for securities lending, the potential challenges and opportunities of such, and the next steps for the beneficial owner community. We also assess how securities lending will compare to other structured transactions amidst the evolving securities finance market with a view to determining the optimum fund strategy of the future.
M. Nicolas Firzli
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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.
Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing firstname.lastname@example.org or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.
This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
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Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
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The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
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We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
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Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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