Where beneficial owners meet for smarter lending
Empowering beneficial owners with insight, strategy, and connection in a rapidly evolving securities finance landscape.
New speakers added!
Our speakers list is growing. Take a look at who's speaking at the upcoming event.
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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
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
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.
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
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 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
Keynotes announced!
José Torres, Senior Economist, Interactive Brokers Group
Opening Keynote: Global Economic Outlook: Key Trends Shaping Financial Markets in 2026
This session will explore critical trends in consumer spending, labor markets, equities, fixed income, and commodities, while also examining the impact of monetary and fiscal policies.
Prepare to navigate the complexities of today’s economic landscape with actionable insights and expert analysis tailored for the securities finance industry, also including valuable insights on the real estate, manufacturing, and banking sectors, as well as emerging innovations around modern prediction exchanges.
Dr. David Brown, Associate Professor of Finance, University of Arizona
Keynote Presentation: Indexing 2.0
The investment industry has gradually shifted from active to passive management, with index funds, ETFs, and TDFs becoming dominant. However, not all ETFs and TDFs are equal, as performance differences can far outweigh fee costs. These vehicles have also revived active strategies, blurring the line between active and passive management.
This evolution highlights the need for "Indexing 2.0," which emphasizes low-cost products that enhance returns, avoid overpromising, and leverage crowd wisdom in asset allocation.
See who's speaking
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.
