ISLA Americas Briefing | Boston 2026

  • March 4 2026
  • Boston

This is a half day afternoon event. Please note that the agenda timings are in EST.

Kindly Hosted By

  • Fidelity

    Fidelity

12:30 - 1:30 PM

Arrival & Registration

1:30 - 2:15 PM

Trade Structure at an Inflection Point: Clearing, Capital & Operational Readiness

As clearing models, capital rules, and collateral structures evolve simultaneously, securities finance is approaching a critical inflection point. This session examines the current state of CCP access, including bank participation, UST clearing implications, and developments across OCC, DTCC, and European venues. Panelists will explore whether asset segregation represents a meaningful breakthrough for beneficial owners unable to access CCPs, or whether balance sheet and ratio constraints continue to limit impact. The discussion will also assess regulatory developments such as equity for equity and evaluate whether the industry is operationally prepared to move from bilateral to tri-party. 

Moderator

  • Mike McAuley, ISLA, Regulatory Strategy

    BNY

Speakers

  • Arianne Collette, Managing Director & Head of US Equities

    DTCC

  • Brandon Hammer, Partner

    Cleary Gottlieb Steen & Hamilton LLP

  • Oberon Knapp, Managing Director, Strategy & General Manager, Securities Finance

    Options Clearing Corporation

  • Matthew Peabody, Director, Securities Finance Strategy and Commercialization Enablement

    BNY

2:15 - 3:00 PM

Market Outlook: Risks, Resilience & Reasons for Optimism

This session offers a forward-looking view of the securities finance market, grounded in perspectives from both the buy side and sell side. Panelists will discuss what is working well, where attention is still needed, and whether new or underappreciated risks are emerging. The conversation will also highlight what internal stakeholders across trading, legal, risk, and product teams are focused on today. The session concludes with a candid discussion on why, despite structural and regulatory changes, there are reasons to be optimistic about the market’s direction. 

Moderator

  • Brooke Gillman, ISLA, Managing Director, Global Head of Client Relationship Management

    eSecLending

Speakers

  • Carmen Arguedas, Executive Director, Prime Brokerage

    Morgan Stanley

  • Michael Daly, Vice President

    Goldman Sachs

  • Mark MacNeill, Managing Director, Trading

    eSecLending

  • Marney McCabe, Head of Relationship Management

    Fidelity Agency Lending

  • Meredith Roderick, Vice President, Agency Securities Finance

    J.P. Morgan

3:00 - 3:30 PM

Networking Refreshment Break

An opportunity to connect with peers, speakers, and market infrastructure providers, and to continue discussions from the opening sessions. 

3:30 - 4:15 PM

FIX in Securities Lending: Unlocking Liquidity Through Standardization

FIX has long driven efficiency and liquidity in other financial markets, and its role in securities lending is now accelerating. This session explains what FIX is, why it matters for securities finance, and how it helps address long-standing challenges around fragmentation and scalability. Panelists will discuss how FIX enables interoperability across trading venues and platforms, helping unlock liquidity and streamline workflows across member programs. The session will also cover the current state of adoption and how firms can get involved in shaping the next phase of development. 

Moderator

  • Mark Whipple, Chair of ISLA Americas Board & ISLA Board Director, Global Head of Securities Lending

    Invesco

Speakers

  • Rachel Andreassian, Head of Product & Market Structure

    Provable Markets

  • Yuri Brightly, SVP Head of Securities Finance Platform

    Fidelity Investments

  • Rebecca Goldenberg, Head of Americas Product, Agency Securities Finance

    J.P. Morgan

  • Scott Govoni, Regional Director, Americas

    FIX Trading Community

  • Nathaniel Lindsay, Vice President, Head of Electronic Trading, Agency Lending

    State Street

4:15 - 5:00 PM

Fireside Chat: Digital Assets From Theory to Execution

Digital assets are moving beyond theory and into practical consideration for securities finance. In this fireside chat, Fidelity Digital Assets will explore how institutional frameworks are developing, what is realistic today versus aspirational, and where securities lending may fit into the evolving digital asset ecosystem. The discussion will focus on real-world use cases, infrastructure readiness, and what firms should be paying attention to now as adoption accelerates. 

Speakers

  • Justin Aldridge, ISLA Americas Board Vice-Chair & ISLA Board Director, Senior Vice President, Head of Agency Lending

    Fidelity Investments

  • Aiyana Currie, Global Head of Business Development

    Fidelity Digital Assets

  • Matt Horne, Head of Digital Assets Strategists

    Fidelity Digital Asset Management

5:00 - 6:30 PM

ISLA Americas Connects Networking Reception

If you’re interested in attending only the ISLA Americas Connects Networking Reception, please reach out to events@islaamericas.org.

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