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In Person

Securities Finance Forum

Date:
Thursday, September 22, 2022
Location:
WellSaid, Convene
Time:
1:00 pm - 7:00 pm

The S&P Global Market Intelligence Securities Finance Forum returns to New York on September 22, 2022.

Join us at our in-person event for thought-provoking and engaging discussions on lessons learned and the current trends shaping the securities finance industry. Gain valuable insight from industry experts on how to navigate the shifting landscape, and network with your peers to compare notes and build new relationships.

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Agenda

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    • Thursday, September 22, 2022

    • 1:00 pm

      Registration

    • 1:30 pm

      Welcome and Opening Remarks

    • 1:40 pm

      Lessons Learned: The Current and Future State of Securities Finance

      Robert Zekraus, Moderator - Chief Operating Officer and Head of Americas, Pirum

      Kip Graham, Global Head of Portfolio Finance, Schonfeld

      Louisa Li, Director, Agency Securities Lending Relationship Coverage, Citi

      Joseph Pirro, Head of NY Equity Lending and Repo, ING Financial Markets

      Robert Sackett, Head of Prime Brokerage, Mirae Asset Securities

      Anthony Toscano, Head of North American Global Securities Lending Solutions, MUFG

      • Lessons learned over the past 2 years, technology, trading trends, people trends
      • SBL/REPO in a rising rate environment
      • Looking to the future, how does tomorrow’s value chain look compare to today (P2P, CCP’s, etc.)
    • 2:20 pm

      Fireside Chat

      Ed Chidsey Senior Vice President and Head of Data, Valuations and Analytics, S&P Global Market Intelligence

      Paul Wilson Managing Director, Securities Finance, S&P Global Market Intelligence

    • 2:40 pm

      Alpha and Risk from Retail and ETF Data

      Yin Luo, Vice Chairman, Wolfe Research

    • 2:55 pm

      Networking Break

    • 3:25 pm

      Trends Impacting the Buyside

      Mee Warren, Moderator - Chief Portfolio Strategist, KULA Investments

      Brock Bell, Head of Treasury, Hidden Road

      Patrick Carlevato, Director, Enhanced CIO, SEI

      Tao Li, Bank of America Professor and Assistant Professor of Finance University of Florida, Warrington College of Business

      Meghan Aponte, Director, Prime Services, Scotia Bank

      • Treasury management in the current market:
        • How will rising interest rates impact the buyside?
        • How will funds manage liquidity after a market drawdown?
        • How is retail participation impacting short sellers?
      • The future of short interest and securities lending for digital assets
      • Meme Stock mania on the Equity Lending Market
    • 4:05 pm

      Product Spotlight

      Muju Tsay, CFA, Director, Product Management, S&P Global Market Intelligence

    • 4:20 pm

      Closing Remarks

      Melissa Gow, Vice President, Product Management, S&P Global

    • 4:30 pm

      Cocktail Reception

  • Brock Bell Hidden Road
      Brock Bell Head of Treasury, Hidden Road
      Brock Bell is currently Head of Treasury at Hidden Road, an institutional global credit network for FX, derivatives, and digital assets. Full Bio
  • Ed Chidsey S&P Global Market Intelligence
      Ed Chidsey Senior Vice President, S&P Global Market Intelligence
      Ed Chidsey is a Senior Vice President and Head of Data, Valuations and Analytics for S&P Global Market Intelligence. Full Bio
  • Joseph Pirro ING Financial Markets LLC
      Joseph Pirro Head of NY Equity Lending and Repo, ING Financial Markets LLC
      Joseph Pirro is Head of NY Equity Lending and Repo at ING Financial Markets LLC. He has over 15 years of securities finance experience on both the buy side and sell side. Full Bio
  • Kip Graham Schonfeld Strategic Advisors
      Kip Graham Global Head of Portfolio Finance , Schonfeld Strategic Advisors
      Kip Graham is the Global Head of Portfolio Finance at Schonfeld Strategic Advisors, a global multi-manager platform investing across quantitative, fundamental equity, tactical, and discretionary macro & fixed income trading strategies. Full Bio
  • Louisa Li Citi
      Louisa Li Director, Citi
      Louisa is North America’s Client Executive for Agency Securities Lending with oversight responsibility for various Platinum relationships globally. She has worked in the banking industry in securities services and cash management since 1997. Full Bio
  • Mark Klein S&P Global Market Intelligence
      Mark Klein Director of Buyside Securities Finance, Product Manager, S&P Global Market Intelligence
      Mark is global Product Manager for the Securities Finance Buyside product at S&P Global Market Intelligence. Full Bio
  • Mee Warren, CFA, CAIA Kula Investments, LLC
      Mee Warren, CFA, CAIA Chief Portfolio Strategist, Kula Investments, LLC
      Mee Warren recently joined Kula Investments, LLC as Chief Portfolio Strategist. Kula is an emerging manager that recently launched Kula Equities Market Neutral Fund with a data driven systematic investment approach.  Full Bio
  • Meghan Aponte Scotia Bank
      Meghan Aponte Director, Prime Services, Scotiabank, Scotia Bank
      Meghan Aponte is a part of the Hedge Fund Coverage team within Prime service at Scotiabank, where she is responsible for supporting the US Client base with their securities finance needs. Full Bio
  • Melissa Gow S&P Global
      Melissa Gow Vice President, Product Management, S&P Global
      Melissa Gow is the head of client relationship activities for the S&P Global Market Intelligence securities finance business Full Bio
  • Muju Tsay S&P Global Market Intelligence
      Muju Tsay Director, Product Management, S&P Global Market Intelligence
      Muju Tsay is a Product Management Director in Securities Finance at S&P Global Market Intelligence. Muju joined IHS Markit (now part of S&P Global) in January 2021. Full Bio
  • Patrick Carlevato SEI
      Patrick Carlevato Director, Enhanced CIO, SEI
      Pat Carlevato leads business development for SEI’s Enhanced CIO platform Full Bio
  • Paul Wilson S&P Global Market Intelligence
      Paul Wilson Managing Director, Securities Finance, S&P Global Market Intelligence
      Paul Wilson is the global head of the Securities Finance business at S&P Global Market Intelligence, a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. Full Bio
  • Robert Sackett Mirae Asset Securities (USA) Inc.
      Robert Sackett Head of Prime Brokerage, Mirae Asset Securities (USA) Inc.
      Rob Sackett is Head of Prime Services at Mirae Asset Securities (USA) Inc. Full Bio
  • Robert Zekraus Pirum
      Robert Zekraus Chief Operating Officer and Head of Americas, Pirum
      Based in New York, Bob is responsible for leading Pirum’s geographic expansion and America’s strategy focusing on business development, relationship management, and innovation. Bob has over 20 years of experience in Capital Markets working at leading global financial institutions. Full Bio
  • Tao Li University of Florida
      Tao Li Professor of Finance, University of Florida
      Tao Li is a Bank of America Professor and assistant professor of finance at the University of Florida’s Warrington College of Business. Full Bio
  • Tony Toscano MUFG
      Tony Toscano Head of Global Securities Lending Solutions in North America , MUFG
      Tony has 32 years of banking experience, 30 years of securities lending experience and has worked continuously with the GSLS team for 25 years. Full Bio
  • Yin Luo Wolfe Research, LLC
      Yin Luo Vice Chairman , Wolfe Research, LLC
      Yin Luo joined Wolfe Research, LLC in September 2016, as a Vice Chairman to lead the coverage of quantitative research, ESG, and portfolio strategy (QES). Prior to Wolfe Research, Yin was a Managing Director and Global Head of Quantitative Strategy at Deutsche Bank. Full Bio

WellSaid, Convene

  • WellSaid, Convene

    151 West 42nd Street

    New York, NY 10036

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