ISLA Americas Operations & Technology Summit

Arrival & Refreshments

Ops and Tech Committee: Bridging Operations and Technology

The securities finance landscape continues through a profound transformation, driven by technological advancements, regulatory changes, and evolving market dynamics. In an insightful panel discussion, the ISLA Americas Operations and Technology Committee leaders elaborate on pertinent industry measures supporting impactful operational change (T+1), evolution, transformation, resiliency, and sustainability crucial for navigating the rapidly evolving future of securities finance.

Optimizing Operations & Technology: Key Initiatives and Industry Collaboration

The Operations and Technology Committee is leading key working groups focused on Agent Lender Disclosure (ALD) and industry best practices. These groups address operational resilience, technological advancements, and regulatory compliance, with the ALD group tackling transparency challenges and system vulnerabilities. This panel will provide updates on ongoing initiatives and explore opportunities for industry collaboration. Attendees are encouraged to get involved and help shape the future of securities lending operations and technology.

Market Dynamics and Product Innovation: Shaping the Future

The panel will explore the evolving landscape of securities finance and collateral services, focusing on the implications of US central clearing, FED ACAP, DTCC Modernization, International market considerations and the SEC's Rule 10c-1 on market transparency and efficiency. Industry experts will discuss innovative product developments and strategic market adaptations necessary to navigate regulatory changes and optimize collateral management in a dynamic financial environment.

Lunch

Artificial Intelligence, Machine Learning, Blockchain, Tokenization and Distributed Ledger Technology (DLT)

AI and ML are revolutionizing operational processes in securities lending. The ISLA FTAC committee will touch on discussions surrounding their focus on a white paper pertaining to moving assets in a future state. This discussion will focus on practical application as well as forward-looking opportunities for emerging technology, creating opportunities to enhance decision-making and operational efficiency. Blockchain and DLT are transforming the securities lending landscape by enhancing transparency and efficiency. This session will delve into the practical applications and future potential of these technologies.

Cybersecurity and Data Protection – Interoperability and Operational Resilience to Ensure Business Continuity

With increasing industry reliance on technology and simultaneous focus on cyber threats, safeguarding data is paramount. This panel will raise intriguing awareness and discuss strategies to mitigate cyber risks and protect sensitive information in securities lending operations. Ensuring operational resilience and recovery is critical in a rapidly changing market. This panel will explore strategies for maintaining business continuity and managing operational risks.

Break

Navigating Liquidity and Collateral Management

Effective collateral management is critical to market liquidity but faces increasing complexities. This panel will examine strategies for collateral optimization, the impact of ETFs and retail participation, and innovative tools enhancing efficiency. Attendees will gain practical insights into evolving trends, challenges, and best practices in securities lending and post-trade operations.

Intellectual Capital and Talent Management

As the securities lending industry evolves, so do the demands on operations, post-trade, and technology professionals. This discussion will explore the critical talent challenges facing the industry and how firms can future proof their workforce to adapt to an ever-changing landscape; from recruiting and retaining skilled professionals to upskilling existing teams for emerging technologies and regulatory changes.

Dinner

Arrival & Refreshments

Legal & Regulatory Update

As the global regulatory frameworks evolve, securities lending operations must continue to adapt to ensure compliance. This panel will explore the latest regulatory changes, geopolitical considerations as well as legal insights and their impact on current and future operational strategy.

Partnering for Progress: Vendor Innovation in Financial Services

Achieving interoperability and standardization can streamline operations and reduce costs. This panel will explore efforts to harmonize processes and technologies across the industry. Digital transformation is reshaping the securities lending industry. This session will highlight innovative technologies and strategies driving operational excellence.

Break

Treasury Clearing Unveiled: Essential Insights for Ops and Tech Leaders

The move toward mandated clearing for U.S. Treasuries will gently reshape the cash reinvestment and fixed income securities lending, introducing new operational complexities and technology requirements. This panel will explore what operations and technology professionals need to know to adapt effectively, focusing on operating model changes, technology infrastructure, and collaboration required to support seamless clearing. Key discussion points include meeting clearing mandates, developing automated workflows, and ensuring data integration and real-time reporting and fostering cross-team collaboration for successful implementation.

Visionary Voices: Insights from Industry Leaders

The panel will offer a forward-looking view into the evolving securities lending landscape, highlighting key market developments, operational advancements, and regulatory considerations. This discussion will explore strategic approaches to innovation, risk management, and market efficiency, providing critical insights into the forces shaping the industry's future. Panelists will also examine how these factors impact operations, post-trade processes, and technology, offering valuable perspectives for professionals driving efficiency and resilience in these areas.

Closing Session: Key Insights and Future Priorities

Wrap up the conference with an open discussion on key insights and emerging trends from the event. This session will highlight actionable takeaways across the evolving regulatory, operational, and technological landscape. Additionally, we will identify priority areas for the ISLA Americas Operations and Technology Working Group and explore opportunities for attendee involvement.