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Beneficial Owners Securities Finance
February 2027
Venue: TBAScottsdale, AZ
February 2027|Venue: TBA, Scottsdale, AZ

Where beneficial owners meet for smarter lending

Empowering beneficial owners with insight, strategy, and connection in a rapidly evolving securities finance landscape.

Thank you for attending!

If you’d like to explore early sponsorship opportunities, connect with us at sponsorIMN@informa.com.

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senior executives

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industry expert speakers

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beneficial owners, lenders, and brokers

Curated for beneficial owners by beneficial owners

Attendees at Securities Finance

Expand and strengthen your network

Connect with senior executives from the most prominent firms in the market, including beneficial owners, banks, broker/dealers, and more. Notable attendees include:

  • Arizona State Retirement System
  • Canada Pension Plan Investment Board
  • State Board Administration of Florida
  • CalSTRS
  • CalPERS
  • Manulife Asset Management
  • Allstate Investments
  • Arizona PSPRS Trust
Networking at Securities Finance

Connect with key players

This is the place to meet and network with the most active group of beneficial owners in one place.

Network with 200+ leading professionals across the industry. Navigate regulatory shifts, embrace innovation, and optimize securities lending and collateral management practices through collaborative dialogue and expert-driven sessions.

Together, you'll dive into best practices, emerging trends, and strategic approaches to optimizing returns while maintaining compliance and transparency in a rapidly changing financial landscape.

Speakers at Securities Finance

Get insights from the experts

Every speaker is selected with input from our advisory board of beneficial owners, ensuring relevance, depth, and practical insight. This year's speakers include:

  • Mike Johnson, Associate Investment Manager, California Public Employees’ Retirement System (CalPERS)
  • Dante Malvini, Total Fund Management, Securities Finance, California State Teachers’ Retirement System (CalSTRS)
  • Gene Meshechek, Managing Director, Global Head of Securities Lending Clients, BlackRock
  • Cherie Jeffries, Director of Fixed Income Trading, State Board of Administration of Florida
  • Patrick Morrissey, Head of Product Strategy & Implementation- Securities Lending, Vanguard
  • Brock Bell, Director Portfolio Solutions & Treasury, Virginia Retirement System
  • Eric Pollackov, Global Head of ETF Capital Markets, Invesco
Sitting in at Securities Finance

Dive into critical topics

We've significantly expanded our beneficial owner programming based on your feedback. This year, we’ve doubled the time for the main beneficial owner closed door session, added more small group meetings, and an additional beneficial owner closed-door session.

This content was built for beneficial owners by beneficial owners, ensuring the discussions are directly relevant to your unique challenges and opportunities.

You can expect:

  • Expanded beneficial owners closed door session
  • Beneficial owners closed-door roundtable: Agenda insights & interactive discussion
  • Speed networking session hosted by Women in Securities Finance
  • Beneficial owners closed door meetings summary session

Take the spotlight. See results.

Get in front of a large gathering of beneficial owners and asset owners. Our audience is developed with your business goals in mind.

We can provide you with a unique sponsorship/exhibitor experience. You'll meet your goals with our personalized packages. All you need to do is get in touch.

Reach out to Gareth Tapper at sponsorIMN@informa.com.

Sponsor at Securities Finance

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