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Beneficial Owners Securities Finance
February 12-13, 2026
Scottsdale Resort & SpaScottsdale, AZ
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2/13 - MST

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2/13 - MST
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Showing 2 of 2 Streams
8:15am - 9:30am
Breakfast for all attendees
8:15am - 9:15am
Beneficial Owners Closed-Door Roundtable: Agenda Insights & Interactive Discussion

Join fellow beneficial owners in this exclusive closed-door session to reflect on and discuss key topics and insights from the previous day’s agenda. This interactive forum provides a unique opportunity to engage in open Q&A, share perspectives, and explore actionable takeaways in a collaborative and confidential setting. Extend your networking with peers while diving deeper into the issues that matter most to your portfolios.

  • Cherie Jeffries - Director of Fixed Income Trading, State Board of Administration of Florida
Showing 1 of 1 Streams
9:30am - 10:15am
Innovating Securities Lending: Optimizing ETF Strategies and Embracing Digital Assets
  • How ETFs can enhance securities lending income while maintaining fiduciary responsibilities and competitive expense ratios
  • Balancing shareholder interests with revenue opportunities: Fiduciary considerations in ETF lending programs
  • Exploring the role of tokenized securities and blockchain in transforming settlement and collateral workflows
  • Managing counterparty risk, collateral requirements, and recall capabilities in both traditional and digital asset contexts
  • Navigating regulatory frameworks for ETFs and digital assets, including SEC disclosure obligations and compliance challenges
  • The rise of digital asset ETFs: Implications for beneficial owners, portfolio diversification, and securities lending strategies
  • Leveraging smart contracts and AI to automate securities finance transactions and improve operational efficiency
  • Addressing operational challenges in onboarding digital assets, including custody, valuation, and risk management
  • Eric Pollackov - Global Head of ETF Capital Markets, Invesco
  • Andy Hill - Managing Director, Co-Head Market Practice and Regulatory Policy, International Capital Market Association (ICMA)
Showing 1 of 1 Streams
10:15am - 10:30am
Networking Break
Showing 1 of 1 Streams
10:30am - 11:15am
Retail Securities Lending: Unlocking Value in the Mass Market Revolution
  • Scott Utain - Head of Brokerage Securities Lending, Vanguard, Vanguard
  • Amy Dunn - Executive Director, Agency Securities Finance, J.P. Morgan
11:15am - 11:35am
Fireside Chat Leveraging Data, AI & Tech to Optimize Securities Lending
  • Ianthus Martin - Director & Head of Investment & Trading Technology, BlackRock
11:35am - 12:20pm
Preparing for the Treasury Clearing Mandate: Strategic Implications for Beneficial Owners
  • Andy Hill - Managing Director, Co-Head Market Practice and Regulatory Policy, International Capital Market Association (ICMA)
12:20pm - 12:45pm
Beneficial Owners Closed Door Meetings Summary Session
12:45pm - 12:50pm
Conference Concludes
2/12
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