Where beneficial owners meet for smarter lending

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

• Abu Dhabi Investment Authority
• Canada Pension Plan Investment Board
• Florida State Board of Administration
• Tennessee Department of Treasury
• Virginia Retirement System
• Maryland State Retirement and Pension System

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.

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

• Brock Bell, Director Portfolio Solutions & Treasury, Virginia Retirement System
• Chris Benish, Senior Portfolio Manager, State of Wisconsin Investment Board
• Patricia Hostin, Global Head of Agency Lending, State Street
• Gene Meshechek, Managing Director, Global Head of Securities Lending Clients, BlackRock
• Yuri Brightly, Head of Securities Finance Platform, Fidelity Investments
• Dante Malvini, Fixed Income Securities Lending, California State Teachers’ Retirement System
  
  

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 are including two additional beneficial owner closed-door sessions. 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:

• 2/12, 8:30 AM – 11:30 AM: Beneficial owners closed door session
• 2/13, 8:30 AM – 9:30 AM: Large beneficial owners closed door (more than $500 million AUM)
• 2/13, 8:30 AM – 9:30 AM: Small beneficial owners closed door (less than $500 million AUM)
• 2/13, 2:00 PM – 2:30 PM: Beneficial owners closed door meetings summary session