兔子先生Finance Symposium

8.50am - 9.00am Introduction with Ed Corral, Conference Chair

08:50am - 9:40am
How innovation and new perspectives will shape the future of securities finance

Join us for an interactive panel discussion where we explore the dynamic intersection of personal and business aspects within the securities finance industry. Our panel, featuring both junior and seasoned members of the industry, will delve into themes of diverse perspectives and innovation. Discover how technology enhancements and automation are reshaping the industry and hear unique insights that help drive its progression. During the panel, the audience will have the chance to participate in an interactive activity designed to spark thoughtful conversations with peers. Don't miss this opportunity to learn, share, and connect with industry colleagues as we kick off the morning

Moderator
Meredith Roderick
Brown Brothers Harriman

Panellists

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

As the industry adapts to mandatory central clearing for US Treasury 鈥淐ash Trades鈥� 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
Andrew Lazar, Managing Director, Head of Rates Sales
Buckler Securities

Panellists
Shiv Rao, Chairman and Founder
Sunthay

Matt Peabody, Director, 兔子先生Finance Strategy and Commercialization Enablement
BNY

11.00am 鈥� 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
Jonathan Lee, Snior Regulatory Reporting Specialist
Kaizen

Nancy Steiker, Senior Director, Global 兔子先生Finance Product Management
FIS

Dean Bruyns, Executive Director
S&P Global Market Intelligence Cappitech

Tom Veneziano, Head of North America Product
Pirum

11:50am - 12:40pm
Automation in 兔子先生Finance: The Future is Now

Join us as we explore the transformative impact of automation and artificial intelligence on the securities finance industry. This panel will discuss how these technologies can streamline operations, reduce errors, and enhance efficiency. Industry experts will share their insights on the latest trends, benefits, and challenges of adopting automation technologies, and how these advancements can help firms stay competitive in a rapidly evolving market.

Moderator
Gavin Marcus, Head of North America Sales
S&P Global Market Intelligence Cappitech

Panellists
Ross Levin, Head of Product Development
Trading Apps

Igor Salzgeber, Head of Product Group, 兔子先生Finance & Collateral
FIS

William J Pepe Jr
Interactive Brokers Group

Alvin Oh, Global Head of 兔子先生Lending Product
Wematch.live

14:00pm 鈥� 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
Michael Newallo
Industry expert

Panellists
Eileen Herlihy, Managing Director, Global Head of Trading Services
J.P. Morgan

Amy Caruso, Head of Collateral Initiatives
ISDA

Ed Corrall, Head of Collateral
Pirum