Smarter Securities

Your host of the day

• Charifa El Otmani, Director Capital Markets Strategy, Swift

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Welcome and introduction

• Vikesh Patel, Acting Head of Americas, UK & Ireland, Swift

Industry insights: Transforming securities today

The capital markets and the institutions that serve them are fast evolving, with participants under pressure – from investors, issuers and regulators – to go faster, work smarter, improve transparency and service new assets – without compromising on safety and security. Join this session as we discuss the key priorities facing the community right now, and explore how the community can collaborate to build innovative digital solutions for the capital markets.

• Kevin Autrey, Vice President, Capital Markets Operations, Fannie Mae
• Roy Saadon, CEO, Access Fintech
• Mark Smith, CEO, Symbiont.io
• Vinod Jain, Senior Analyst, Aite Group (moderator)

Swift strategy: Our vision for instant, frictionless securities transactions

As the financial industry’s neutral and trusted infrastructure provider, we help our community of over 6,000 securities players move value around the world reliably and securely. And as we have expanded what we do, we have evolved how we deliver. This session will outline how Swift’s exciting new strategy will help the industry take another leap forward – fundamentally transforming our platform to help you increase value to your customers, work more efficiently, comply with fast-evolving regulations and reduce costs.

• Jon Ehrenfeld, Co-Head of Securities Strategy, Swift
• Shereef Zedan, Senior Project Manager, Capability and Industry,  Northern Trust
• Vikesh Patel, Acting Head of Americas, UK & Ireland, Swift (moderator)

The move to T+1, what does it mean? 

80% of global equity markets are planning a shorter settlement cycle, and DTCC’s recent announcement of a move to T+1 for U.S. equities by mid-2023 has sent ripples throughout the market. What does this move mean for the post-trade industry in North America? And how can firms make the most of the opportunities that the move to T+1 will present? Join this session and hear from our expert speakers as they discuss the key issues, and outline how Swift can help you manage the transition.

• Dean C. Hernandez, CIPM, Senior Investment Professional, Nationwide 
• Michele Hillery, Managing Director, General Manager – Equities Clearing and Settlement, DTCC
• David C. Kabilian, Managing Director, Global Custody Settlement & Lending, State Street Corporation
• Lou Rosato, Director, Global Investment Operations – Strategy and Industry Engagement, BlackRock
• Virginie O’Shea, Founder and CEO, Firebrand Research (moderator)

Big picture: Towards securities 2.0 – fads or fictions

The march of digitisation is transforming every facet of financial services provision – with the same forces set to drive disruption in capital markets. But what are the big trends expected to shape the markets in the next 5-10 years? And of these; which are fads, and which are the long-term secular trends that cannot – and should not – be ignored?

• Gary Chan, Managing Director, JP Morgan Securities
• Dominic Hobson, Principal, Hobson Cardew and Co-founder, Future of Finance

Industry insights: A new dawn – The future of the post-trade industry

The global capital markets industry is a highly connected, and sometimes fragmented, eco-system. Market participants must adapt to ever-evolving market and regulatory dynamics and respond to changing customer priorities, whilst navigating rapid technological advancements. This session will explore how the market might develop in the coming years – how can firms adapt their business models in order to thrive well into the future, and what might be the role of fintechs?

• Sergey Nazarov, Co-founder, Chainlink
• Matthieu de Heering, Director, Capital Markets Strategy, Swift (moderator)

Innovate with Swift: Build the future of financial services, together

Swift has a pivotal role to play in helping the industry benefit from shared solutions that result in far-reaching change. In addition to bringing a range of exciting new services to our customers, our platform approach will allow our community, and trusted third parties, to innovate and co-create new products and services with us. Join this session to learn more about our partnership with the community to deliver purpose-led innovation, at scale – and how you can help us build the next generation of financial services.

• Jade Batstone, Global Innovation Manager, Swift
• Jon Ehrenfeld, Co-Head of Securities Strategy, Swift