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

David Kim
Head of Client Management for U.S. Asset Managers at State Street
Speaker

Profile

David Kim is a Managing Director responsible for overseeing relationship management for asset managers across the United States. He leads a team dedicated to serving clients across Agency Lending, Prime Services, Secured Financing, and Closed-end Fund Financing. David partners with existing clients to design and optimize financing programs that help enhance risk‑adjusted returns, while ensuring exceptional service delivery and satisfaction for all Financing Solutions customers. David brings over 30 years of experience in the financial services industry. He joined State Street’s Client Management team in April 2024. Prior to his current role, he spent 12 years in Asia Pacific leading business functions and supporting clients’ middle‑ and back‑office needs across both public and private asset classes. David holds a Bachelor of Science in Business Administration from Babson College and an MBA from the Carroll School of Management at Boston College.

Agenda Sessions

  • The state of the global securities finance market

    1:05pm
  • Preparing for the treasury clearing mandate: Strategic implications for beneficial owners

    11:45am