Securities Finance Symposium

08:50am - 9:40am
Women in Securities Finance: Boston Chapter

An interactive session led by industry experts, offering valuable insights into key trends and developments shaping securities finance. This discussion will provide a platform for thought leaders to share their expertise, debate emerging challenges, and explore opportunities within the industry.

Speaker
TBC

9:40am – 10:30am
The Future of US treasury clearing: Implementing mandatory central clearing

As the industry adapts to mandatory central clearing for US Treasury “Cash Trades” on 31st Dec 2025 and repos on 30th June 2026, this session explores the operational, technical, and risk management implications along with discussing steps to readiness and early implementations. Leaders from clearing houses, custodians, and major dealers will share insights on infrastructure requirements, margin methodology changes, and the transformation of liquidity management practices.

Moderator
TBC

Panellists
TBC

11.00am – 11.50am
The regulatory horizon: Navigating new requirements in securities finance

A comprehensive examination of the evolving regulatory landscape, focusing on SEC Rule 10c-1, enhanced transparency requirements, and the implementation and testing challenges facing market participants. Senior regulators and compliance experts will discuss practical approaches to meeting new reporting obligations and the impact on operational processes.

Moderator
TBC

Panellists
TBC

11:50am - 12:40pm
Retail securities lending and democratisation: A new frontier

Exploring the growing trend of retail participation in securities lending markets, including booking models, platform support, risk management considerations, and educational requirements, this panel will look at the opportunities and challenges facing this growing market. Meanwhile, the regulatory implications and potential market impact of broader retail access to securities lending revenue streams, will be also be discussed in-depth.

Moderator
TBC

Panellists
TBC

14:00pm – 14:50pm
Blockchain, digital assets, and the growing digitisation of securities finance

From blockchain-based platforms to the use of digital assets, this panel will discuss the increasing digitisation of the securities finance industry. Covering repo, securities lending, custody solutions, collateral management innovations, and the development of crypto-native lending markets, panellists will look at the cutting-edge developments revolutionising the industry.

Moderator
TBC

Panellists
TBC

15:10pm - 16:00pm
The future of collateral management and optimisation

Closing the day with a strategic view of collateral management evolution, this panel explores the impact of regulatory changes, market structure developments, and technological innovation on collateral optimisation. Discussion will include the role of AI in collateral management, cross-border mobilisation challenges, and emerging best practices in collateral transformation.

Moderator
TBC

Panellists
TBC