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BOSTON
5 May 2026
7.30am - 8.50am Breakfast and networking
8.50am - 9.00am Introduction
08:50am - 9:40am
Women in Securities Âé¶¹Ó°ÊÓ´«Ã½

Moderator
TBC



Panellists
TBC


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

Neelan Pavan
Technical Product Manager, MarketAxess

10:30am – 11:00am Coffee and networking
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
TBC


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
TBC



Panellists
Anthony Toscano
MUFG Investor Services

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

12:40am – 14:00pm Lunch
14:00pm – 14:50pm
Blockchain, Digital Assets, and the Tokenisation of Securities Âé¶¹Ó°ÊÓ´«Ã½

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

Sasha Sitsker
Solutions Engineer, EquiLend

14:50pm – 15:10pm Coffee and networking
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
TBC



Panellists
Ed Corrall
Head of Collateral Services, Pirum

16:00pm - 17:00pm Networking Reception