Finadium 2010 Conference
Open to the public
October 19, 2010
Bayard's
One Hanover Square
New York, NY 10004
Please join us for this year's exciting program
Cost: $300, or $150 for Finadium clients
Click here to register
Why attend the Finadium 2010 Conference?
The Finadium conference is about ideas. Hear from leading hedge funds, prime brokers, securities lending agents and other industry specialists on best practices and emerging trends in the prime brokerage, securities finance and asset servicing industries.
The event also features highlights of topics and data from Finadium’s independent research reports.
Lunch will be provided and networking is encouraged.
Conference Sponsors:
Media Sponsors:
Agenda
| 8:00am – 8:45am |
Registration and Breakfast
|
| 8:45am – 9:45am |
Lessons from recent Finadium studies on asset managers, brokers and custodians
- State of the industry presentation featuring data and analysis from Finadium surveys
Josh Galper, Conference Chair
Managing Principal
Finadium
|
| 9:45am - 10:15am |
Alternative Investment Services and Prime Custody
- What are new developments for these services in the current market environment?
- How can institutional investors, mutual funds and hedge funds maximize the use of custodian banks?
Michele Cottone
Senior Product Manager, Alternative Investment Services
Bank of New York Mellon
|
| 10:15am-10:30am |
Break
|
| 10:30am - 11:30am |
Hedge Funds and the Prime Brokerage Relationship
-
What do hedge funds look for in their prime brokerage financing relationship?
- What is driving the increasing market power of the mid-tier primes?
- How much does being self-clearing still matter in prime brokerage?
- How much do hedge funds care about their securities lending rates?
- How should hedge funds benchmark their prime brokers?
- What is the importance of capital introduction in selecting a PB?
- How does a hedge fund's choice of prime brokers impact capital raising in a difficult market?
- What impacts do changes in hedge fund business models have on the prime brokerage industry?
Moderator
Josh Friendlander, Research Editor
Absolute Return Magazine
Panelists
Gerald Tamburro, Managing Director, Collateral Funding and Trading
Pershing LLC, a BNY Mellon Company
Tim Smith, Senior Vice President
SunGard Securities Finance
Scot Pasquale, Director, Global Trade Support
Marathon Asset Management
Kirk Donaldson, Managing Partner
Quidnet Capital Partners
|
| 11:30am - 12:30pm |
Defining Transparency in Securities Lending and OTC Markets
- How is transparency measured?
- Are securities lending and OTC derivatives markets seeing more or less transparency in 2010?
- Do CCPs help or hinder transparency for end-users?
- Does customization for beneficial asset holders in the securities lending market aid in transparency?
- Who wins and who loses in the push for regulatory transparency?
Moderator
Josh Galper, Managing Principal
Finadium
Panelists
Mat Gagne, Managing Director
eSecLending
Kevin Bannerton, Managing Director and Head of Liquidity Management Distribution, Americas
DB Advisors
Peter Abric, Managing Director, Securities Finance
Wells Fargo Securities
George Yepes, Managing Director, Head of US Institutional Sales
Man Investments
|
| 12:30pm - 1:30pm |
Lunch and Networking
|
|
