Jeffrey A. Petro, Senior Vice-President, Head of Money Market Trading, FEDERATED INVESTORS

"For beneficial owners, this conference remains the place to be for a free exchange of ideas. It continues to set the tone for the coming year."


"As a first time attendee, it was very helpful for me to learn what other beneficial owners are doing in their sec lending programs as well as network with extremely knowledgeable professionals in the sec lending industry."

Andrew Wilber, Investment Analyst, AEGON USA INVESTMENT MANAGEMENT

"I just began working in securities lending and found the IMN conference to be beneficial to my growth. When other conference attendees found out I was a beginner they offered their knowledge to help me gain a better understanding. Not only is the conference useful for collaborating with other beneficial owners, but it also provides a great networking opportunity with others in the industry. I would highly recommend this conference to anyone involved in securities lending, whether they have been involved for years or a few months."

Rene Nunez, Former Chair, Texas Permanent School Fund

"This IMN conference is a must for all trustees who need to keep up with the latest securities lending strategies."

Jim Vance, Vice President & Treasurer, Western & Southern Financial Group

"If you are a beneficial owner and currently lend your investment portfolio, or might be considering lending, this is a ‘must attend’ event."

Merrill M. Roach, Investment Analyst, San Diego County Employees Retirement Association

"I am extremely selective which conferences I attend and have attended IMN’s Securities Lending conference the past six years. I found that attendees come with a desire to learn about current trends within the industry, and I have not always found this with other conferences. Besides numerous panel discussions on relevant topics, it is a great venue to sit and talk with others about their programs, to learn new ideas and to share experiences. If you have a Securities Lending program, or are thinking of starting one, I recommend your attendance."

Erin Perales, General Counsel, Houston Municipal Employees Pension System

"This is the preeminent conference on securities lending. The speakers are experts in their fields and deliver timely updates and valuable takeaways for attendees on a large variety of topics. The roundtable sessions allow participants to ask questions and obtain meaningful insights in a more informal setting. I found the roundtable workshops for beneficial owners to be very insightful and interesting."

Robert Crossen, Cash Management Officer, Illinois State Treasurers’ Office

"The IMN Beneficial Owners Conference is one of those “can’t miss” events. It covers a wide array of topics for all types of BOs. Securities Lending plays an integral role in the overall functioning of financial markets. Each year the IMN works to craft an agenda with speakers and panels that offer valuable insight into all facets of the Securities Lending process. It is well worth the time and energy to attend year after year."

Marco Bouchard, Portfolio Manager Securities Lending, Caisse de dépôt et placement du Québec

"The place to be if you want to know all about the impact of regulations on securities lending activities. I also appreciated the quality of the panelists, who covered most of the topics."

Edgar L. Chase III, Chairman, Board of Trustees, New Orleans Municipal Employees Retirement System

"IMN's Beneficial Owners International Securities Lending & Collateral Management Conference was the best conference I ever attended. The panels were excellent. I learned more than I expected. I will put my knowledge to good use for the benefit of the hard working employees of the City of New Orleans Pension and Retirement Systems."

Peter Tirp, Chief Investment Officer, Kern County Employees' Retirement Association (KCERA)

"I found IMN's Sec Lending conference quite helpful in terms of learning about issues and recent developments in the space."

Timothy J. Gehman, Director, Asset Management, TIAA-CREF , Financial Services

"The Conference was great once again and covered all the new and hot topics within the industry. Look forward to next year."

Ashore Badou, Securities Analyst, BMO Global Asset Management

"Once again I thoroughly enjoyed the conference, from content, to speakers, to subjects. My favourite speaker was Roger Bootle’s keynote presentation on Brexit & the 2017 Macroeconomic outlook, a brilliant talk with hard facts. Beforehand I did not have strong opinions either way, this made me look at the subject in a whole new light."

YiPing Ge, Middle Office , Operations & Investments, Lloyds Banking Group

"The conference was very well organized as always. It is a very useful forum for beneficial owners to obtain an update on the latest industry development and views from different market participants in the securities lending value chain. "

Graham Turner, Securities Finance Control, Aviva Investors

"This was the first time that I have attended an IMN conference and definitely not the last. As expected it was informative and enjoyable. I particularly enjoyed the presentation provided by Roger Bootle and the CCP panel sparring with one another"

Takehisa OSAKA, Chief Representative of London, Sompo Japan Nipponkoa Asset Management Co., Ltd.

"The conference was very impressive and has changed my recognition to 180 degrees. I have now understood the importance of Lending & collateral Management and have been able to catch the change of market landscape"

Naima le Noble – Saghir, Head of Securities Lending, Investment Services, ROBECO

"Attending the IMN Beneficial Owner conference is a great learning experience with networking exposure. It’s good to meet other industry people who do similar work."

Foppe Zwikstra, Securities Lending Manager, Achmea Investment Management

"It was my pleasure to attend the conference. I mostly enjoyed the closed door breakfast discussion with other Beneficial Owners. Good to hear that your peers experience similar issues in their programs. "

Imtiaz Maricar, Treasurer, LIMAdvisors

"I really enjoyed the conference and it was very useful."

Sovereign Wealth Fund , attendee, 2016

"The conference is always a time in the calendar to focus on the changing world of sec financing and meet informed owners. Likewise the presence of the providers and vendors in one place always provides opportunity to assess our lending program. "

Paolo Maceratesi, Head of Custodian Bank, Fideuram Bank Luxembourg

"The conference was very interesting to understand the market orientation and future outlook. The confrontation with different ways to carry on the business has been very helpful."

Johan Verloo, Head Middle Office - Reconciliation & Lending, KBC Asset Management

"It was a pleasure attending the conference. It is an opportunity to meet peers and other participants in the securities lending environment as well as getting an update on the latest industry topics."

Eline Huijden, Junior Investment Reporter , IS – Liquide Operations, PGGM

"I really enjoyed the conference. I heard a lot of new interesting information and I have made many new connections. It was very valuable to be part of this event."

Joseph Molloy, Global Head of Passive Equities, HSBC Global Asset Management

"The event format was professional, well organised and interactive, with the content relevant for all types of beneficial owners. The agenda's for all of the sessions provoked welcome and healthy debates and reflection on important aspects, due to the diverse attendees and participants involved."

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Contact Information
225 Park Ave. South, 7th Floor
New York, NY 10003 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Specific Contacts for The 23rd Annual Beneficial Owners' International Securities Finance & Collateral Management Conference


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