Finadium

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