Why attend the Finadium 2010 Conference?
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 – 9:30am
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
9:30am - 10:30am
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 impacts do changes in hedge fund business models have on the prime brokerage industry?
Moderator
Josh Friendlander, Research Editor Absolute Return Magazine
Panelists
Aaron Steinberg, Vice President Pershing LLC
Tim Smith, Senior Vice President SunGard Securities Finance
Scot Pasquale, Director, Global Trade Support Marathon Asset Management
Daniel P. Grogan, Managing Director, Equity Finance
Millennium Partners
10:30am-10:45am
Break
10:45am - 11:15am
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
Vice President, Alternative Investment Services Bank of New York Mellon
11:15am - 12:15pm
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
