Monday, October 13, 2014
8:00 - 10:00 P.M. Welcome to Naples Reception
Join us for food, drinks, Monday Night Football and possible MLB play-offs.
Tuesday, October 14, 2014
1:00 – 2:30 p.m. CCP Workshop: The Future of Securities Finance Transactions
2:30 – 3:00 p.m. Coffee Break
3:00 – 3:30 p.m. RMA and SIFMA Update
The current RMA and SIFMA chairs and director, along with members of their Executive Committees, will update participants on the associations’ activities.
3:30 – 5:00 p.m. Securities Lending and Borrowing Legal & Regulatory Round Table
Everyone is invited to participate in an open discussion addressing key regulatory and tax issues affecting the industry.
6:00 p.m. – 8:00 p.m. Gala Cocktail Reception
Wednesday, October 15, 2014
7:30 – 8:45 a.m. Breakfast
8:45 – 9:00 a.m.
Welcoming Remarks
Keith Haberlin, Co-Chair, Brown Brothers Harriman
Frederick Nadd-Aubert, Co-Chair, Credit Suisse
9:00 – 10:00 a.m. Structural Changes in Supply and Demand
The regulatory pressures on short term funding and leverage have the potential to drastically change the repo and securities lending market. The panelists will describe the impact of capital charges & NSFR, holding free credit balances, synthetic prime brokerage, and the viability of indemnified general collateral balances.
10:00 – 11:00 a.m.
Keynote Address
Strategic Shifts In The Macroeconomic Environment
11:00 – 11:30 a.m. Coffee Break with the Exhibitors
11:30 a.m. – 12:15 p.m. The Future of Technology; Why Isn’t This Industry Electronic Already?
The panel will look at automated trading platforms, pre and post-trade price transparency, FSB Workstream/trade repositories. Also, the panel will explore how pricing and automated trading platforms reflect the new complexities of balance sheet usage.
12:15 – 1:00 p.m. Evolving Hedge Fund Trends
Debate will focus on key issues such as how investor trends are changing hedge fund behavior, which strategies are winning & losing, how the demand for various products are changing, and how regulations are impacting leverage and the hedge fund/prime broker relationship.
Business Program Adjourns for the Day
1:30 – 4:30 p.m. Tennis Tournament Compliments of First Clearing LLC/ Wells Fargo Advisors
5:30 – 7:30 p.m. RBC Capital Markets Reception
Thursday, October 16, 2014
7:30 – 8:45 a.m. Breakfast
8:45 – 9:45 a.m. Industry Leaders Panel
Senior business leaders will discuss adapting to the post regulatory environment, the opportunities for growth and innovation, and the viability of indemnification. Additionally, the panel will discuss whether or not supply chains need to be restructured /repriced to work efficiently.
9:45 – 10:30 a.m. Beneficial Owner Trends
Discussion of important trends impacting beneficial owners including the potential impact of regulatory reform, reduced leverage/demand, perspectives on borrower indemnification and questions and perspectives from other stakeholders within BO organizations.
10:30 – 11:00 a.m. Coffee Break with the Exhibitors
11:00 – 11:45 a.m. Interest Rates and the Regulatory Impact on Cash Collateral Reinvestment
In addition to the impact of and future outlook for central bank policy and working through a rising rate environment, the impact of a collateral shortfall, and Fed Funds as a relevant benchmark. Also, panelists will explore where yield opportunities are available.
11:45 a.m. – 12:30 p.m. Future Trading Strategies and Policy
Panelists will look at the current level of demand, the practical impacts of increased balance sheet usage to borrowers, and the potential solutions. Additionally, the panel will cover the future on non-cash collateral in the US market, corporate action trading, synthetic lending and which markets and trade structures offer the most opportunity?
12:30 p.m. Closing Remarks & Thank You’s
Business Program Adjourns for the Day
1:00 p.m. Golf Tournament - Compliments of Bank of America Merrill Lynch
6:30 – 9:30 p.m. Commerzbank Oktoberfest Reception
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