ISLA Americas 2nd Annual Securities Finance & Collateral Management Conference

Join us for food, drinks, Monday Night Football and MLB play-offs. 

Backdrop – Kindly Sponsored by BNY

Bottled Water – Kindly Sponsored by EquiLend

Conference App – Kindly Sponsored by Mirae Asset Securities (USA) Inc.

Conference Bags - Kindly Sponsored by Gentek

Conference Booklet - Kindly Sponsored by Invesco QQQ

Conference Ink Pens - Kindly Sponsored by Debevoise & Plimpton LLP

Conference Lanyards – Kindly Sponsored by FIS

Hotel Keycards – Kindly Sponsored by FMX Repo

Notepads – Kindly Sponsored by National Bank Financial Inc.

Registration Desk – Kindly Sponsored by J.P. Morgan

Wi-Fi - Kindly Sponsored by Northern Trust

We are delighted to invite all our qualifying beneficial owner delegates to an exclusive morning session, co-hosted by industry leaders Lance Wargo, California Public Employees’ Retirement System (CalPERS) and Ed Witham, Maryland State Retirement and Pension System.

What should attendees expect:

• A dedicated session to address the specific challenges and opportunities facing beneficial owners in today’s market
• An opportunity to meet with peers and discuss key topics in a closed-door setting
• An in-depth focus on key trends impacting beneficial owners such as the evolution of treasury management, total plan liquidity and leverage programs, counterpart / credit risk management, and ongoing global regulatory shifts impacting bank capital as well as other considerations influencing securities lending supply and demand

If you would be interested in attending, please make sure you register for the main conference below and RSVP for the closed-door session by contacting events@islaamericas.org.

Light Lunch & Refreshments

The International Securities Lending Association (ISLA) is the leading global authority in securities lending and financing markets. Originally founded to advance streamlined and impactful securities lending practices in EMEA, ISLA's influence has expanded with the establishment of ISLA Americas, dedicated to nurturing collaboration and advocacy throughout the Americas region. Guided by a strategic agenda focused on bolstering market transparency, championing regulatory reforms, and fostering innovation, ISLA is committed to optimizing market efficiency and liquidity while mitigating risk. In this opening session, our panellists will explore the direction of travel for ISLA, and notably ISLA Americas, with a particular focus on the regulation, policy and advocacy efforts, growth of working groups as well as upcoming events and the ongoing and forthcoming initiatives in the regions. 

This session will cover key developments in the regulatory landscape, including the status of Basel III Endgame - focusing on potential delays, revised timelines, and ISLA Americas’ request for the revised comprehensive approach to be applied under the standardized framework. Panelists will examine the impact on Risk-Weighted Assets and CCAR, along with updates on the enhanced Supplementary Leverage Ratio (eSLR) and important tax developments. The session will also explore the future of 10c-1 (securities lending disclosure) and 13f-2 (short sale reporting), addressing the likelihood of implementation delays, rescission, or re-proposal.

Enjoy networking opportunities and refreshments.

Securities finance is entering a new era where AI, digital assets, and tokenization are the focus of a new regulatory backdrop. With a new U.S. administration signalling potential clarity and the path to broader adoption may be opening. This panel will explore how AI is transforming reconciliations, trade flows, and ALD approvals, while DLT and tokenization are unlocking new efficiencies and collateral opportunities. We'll also examine risks around data, cyber resilience, and market structure as disruption moves from concept to reality. The full ecosystem, from beneficial owners to hedge funds and all others in-between, must now ask: are we ready to lead this transformation?

In this unique session format, a panel of industry leaders will ‘hold court’ from the stage to unpack the state of technology in securities lending - what’s working, where we need to improve, and how we structure our businesses for greater resiliency. Facing them from the front row will be a group of technology vendors and platform providers, invited to directly address questions and challenges raised by the panel. Together, this interactive dialogue aims to push the conversation forward on interoperability, vendor collaboration, and building smarter, more connected infrastructure across the ecosystem.

Network with industry peers and enjoy a social evening.

Start the day with a hearty and healthy breakfast sponsored by industry partners.

Michael Wilson is the Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. As CIO, Mike is responsible for all investment and asset-allocation advice provided to the Firm’s $4 trillion in retail-client assets.

The global securities finance industry has seen seismic shifts, with recent successes in markets like Spain and Saudi Arabia demonstrating the power of collaborative innovation. These aren't just isolated wins; they are the blueprints for the next frontier of liquidity. Hear how these markets help us pivot ourselves to the exciting, yet challenging, landscape of Latin America. Can the proven strategies that unlocked significant capital in established and emerging markets be replicated in powerhouses like Brazil and Mexico? This session will reveal the critical regulatory frameworks, operational best practices, and cultural sensitivities essential for successful market penetration. Hear directly from those who are navigating these challenges and gain tangible takeaways to guide your own strategies for accessing new pools of liquidity.

Enjoy networking opportunities and refreshments.

Once a niche product, ETFs are now core instruments for liquidity, lending, and collateral, and their impact continues to grow. This panel will discuss how clients use ETFs to hedge and access markets; how fund providers approach lending and portfolio construction; and what post-T+1 settlement changes mean for operational flows. We’ll examine the intricacies of full ETF lending versus component lending; the unique dynamics of leveraged ETFs; and the role of ETFs in triparty and collateral eligibility frameworks. With perspectives from across trading, operations, and fund management, this session will tackle both strategic and practical challenges while asking how ETF innovation is reshaping securities finance.

As retail participation in securities lending grows, this panel will explore emerging sources of retail liquidity, the rising interest from borrowers like hedge funds, and the differences between retail and institutional lending flows. Panelists will discuss how retail investors and RIAs view securities lending and short selling, as well as the operational and regulatory considerations specific to fully paid lending. This session offers a timely look at the evolving retail landscape and what it means for platforms, intermediaries, and market participants going forward.

Participate in a friendly tennis tournament sponsored by industry partners.

Enjoy a delicious breakfast sponsored by industry partners.

The market is shifting fast, asset classes are bleeding together, old silos are breaking down, and the way we trade, finance, and move collateral is being reimagined. This session dives into the next-gen architecture of trading and collateral, from the convergence of fixed income, equities, and cash to the rise of peer-to-peer models, digital assets, synthetic exposure, and true cross-asset execution. We’ll get into the structural forces driving change - regulatory pushes toward central clearing, possible deregulation and balance sheet relief, and the relentless pursuit of capital efficiency. With new trade types, synthetic financing, dynamic pledging models, and the growing influence of AI and digital infrastructure, we’ll explore what’s taking shape now, what’s poised to disrupt, and what could fundamentally reshape the market as we know it.

In an environment defined by monetary and fiscal policy uncertainty, evolving regulation, and heightened geopolitical risks, the fixed income and collateral markets are being reshaped. This panel will explore how market participants are adapting to shifting liquidity dynamics across U.S. Treasuries, corporate bonds, and cash markets. Panellists will discuss the impact of upcoming U.S. Treasury clearing rules, the increasing demand for corporate bond lending, and the evolving role of securities lending cash reinvestment strategies. As regulatory pressures and balance sheet constraints intensify, the conversation will also highlight how firms are managing collateral eligibility, optimizing funding, and embracing new tools to stay resilient in a more volatile and complex landscape.

Enjoy networking opportunities and refreshments.

This session explores the evolving intersection between derivatives and securities lending-moving beyond the traditional view of derivatives as merely tools for sourcing and funding trades. Panellists will examine how derivatives are influencing collateral flows, balance sheet optimization, pricing, and risk management strategies across the value chain globally. The discussion will also address how capital charges and regulatory pressures shape participant behaviour - from asset owners and agent lenders to prime brokers and hedge funds-and how these considerations affect product selection, market access, and structural innovation. With a focus on the trade-offs and preferences emerging in the SWAP vs. securities lending debate, this forward-looking conversation will unpack the future of efficiency and execution in global financing markets.

Hear from senior leaders across the value chain as they reflect on key themes from this year’s conference and share their outlook for 2026 and beyond. Panellists will explore evolving market demand across asset classes, including corporate bonds, fixed income, and ETFs - while discussing how new technologies, product innovation, and the rise of retail lending are reshaping traditional securities finance.

Join us and participate in a fun golf tournament with conference attendees.