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08:30 - 09:00 30 mins
Main agenda
Registration and Coffee
09:00 - 09:10 10 mins
Main agenda
Chairman's opening welcome
  • Simon Thomas - CEO, Thomas Murray
09:10 - 09:30 20 mins
Main agenda
Keynote address: Strategic options for the industry
  • Dominic Hobson, Aon McLagan Investment Services

Global custodians are facing a series of existential challenges. Those set by regulation and digital technology are well-understood. Less appreciated is the need for global custodians to adapt their businesses to the changing demands of their buy-side clients, and the shifting structures of the markets and networks of which they are a part.

09:30 - 10:15 45 mins
Main agenda
New custody landscape: renew and adapt or remain and fail
  • Moderator Hari Chaitanya - Head of Investor Services Product Management, Standard Bank
  • Panellist Alastair Fitzsimons - Managing Director, Associate General Counsel, BNY Mellon
  • Panellist R H Mewawala - Chief Operating Officer, StockHolding
  • Panellist Ulf Noren - Custody Sales, SEB

Worldwide custody is changing and its imperative to discuss the most pressing topics facing the securities services industry. How well are the custodians meeting their clients’ needs? How are they adapting their business models in this tough regulatory environment?

10:15 - 11:00 45 mins
Main agenda
Custody Service Rebooted: Simplifying Tax Complexity
  • Speaker Ali Kazimi - Managing Director, Hansuke Consulting
  • Speaker Nigel Nelkon - UK Head of Tax Client Services, BNP Paribas Securities Services
11:00 - 11:30 30 mins
Main agenda
Morning networking break
11:30 - 12:15 45 mins
Main agenda
What is the future of custodian fees?
  • Moderator Bill Gourlay - Managing Director, Independent Consultants Network
  • Panellist Sonia Maloney - Chief Operating Officer, Norrep Capital Management
  • Panellist Joanne Parker - ‎Asset Owner Solutions, UK and MESA, BNP Paribas Securities Services
  • Panellist Murray Preston - Operations Relationship Manager, BlackRock

The past few years have seen significant downward pressure on custodians' fees as well as regulatory changes requiring increased transparency for charges. Can further lowering of price points only come as a result of reduced service? How are custodians reacting to this pressure and how does it affect their existing client base?

12:15 - 13:00 45 mins
Main agenda
Collateral challenges and other pressing topics
  • Moderator Vikesh Patel - Strategic Relationship Management, SWIFT
  • Panellist Habib Motani - Partner , CLIFFORD CHANCE
  • Panellist Guido Wille - Member of the Executive Board, Clearstream
  • Panellist Viraj Kulkarni - Founder & CEO, Pivot Management Consulting

Collateral management is transforming under the new regulatory framework

We will discuss in this session the main regulatory drivers impacting collateral and the implications of the new and constantly changing regulatory landscape, the changes and the changes in the European market behaviour.

13:00 - 14:30 90 mins
Main agenda
Lunch and Round Tables
14:00 - 14:25 25 mins
Main agenda
TECHNOLOGY SPOTLIGHT: Working towards a fully digitalised industry
  • Speaker Mike Hickey - Director, Xceptor
  • Speaker Nick McKenzie - Securities Services, Xceptor

Achieving digital transformation is both a challenge and an opportunity for the industry. Breaking it down into manageable pieces and looking at it through different lenses can enable successful strategic change. So where do we begin?

14:25 - 14:50 25 mins
Main agenda
TECHNOLOGY SPOTLIGHT: Industry panel discussion
  • Panellist Nico Bruel - Regional Director, EMEA, Agreement Express
  • Panellist Bejoy Chakraborty - Country Head, Sterling Software
14:50 - 15:15 25 mins
Main agenda
CCP segregation models
  • Byron Baldwin - Deputy Global Head Fixed Income & FX Trading & Clearing Sales, Eurex
15:15 - 15:45 30 mins
Main agenda
UCITS V and AIFMD: The pitfalls and how to overcome them
  • Andre Zerafa - Partner, Ganado Advocates

How are custodians and sub-custodians implementing the new regulations, what challenges are they facing and what solutions have they found?

15:45 - 16:15 30 mins
Main agenda
Afternoon coffee break
16:15 - 17:00 45 mins
Main agenda
The future of securities lending
  • Moderator Bill Foley - Director, SecFinHub
  • Panellist Stefan Kaiser - Managing Director, BlackRock
  • Panellist Simon Lee - Managing Director of Business Development, EMEA and APAC, eSecLending
  • Panellist Maurice Leo - Director, Agency Securities Lending, Deutsche Bank
  • Panellist Alexandre Roques - Senior Vice-President, Global Funding & Financing, Deutsche Boerse Group

The economic environment, regulatory pressures and technological advances are creating entirely new opportunities for the industry - can we embrace these changes to welcome a brighter future for securities lending?

17:00 - 19:00 120 mins
Main agenda
Closing of Custody Forum day 1 and networking drinks