Thursday, June 7, 2018
The Ritz-Carlton, Toronto

register now

Registration now open.

The 2018 conference program will feature industry experts discussing recent trends in the Canadian securities lending market.   This year’s distinguished panelists will discuss the following key topics:

  • Securities Finance Regulatory & Funding
  • Alternative Investments
  • Industry Leaders’ Discussion

Full details of the conference agenda will be available shortly.  We look forward to seeing you on Thursday, June 7th.

A special room rate has been secured at the Ritz Carlton for the night at the conference.

To reserve please call the hotel’s reservation line (1.800.542.8680) and reference the CASLA conference.

Speakers for 2018

Morning Speakers:

  • ECONOMIC FORECAST by Benjamin Tal, Deputy Chief Economist – CIBC World Markets Inc.
  • SECURITIES LENDING MARKET UPDATE by Samuel Pierson, Director of Securities Finance – IHS Markit
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samuel-pierson

Benjamin Tal

Deputy Chief Economist
CIBC World Markets Inc.

Mr. Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk.

Well-known for his ground-breaking published research on topics such as labour market dynamics, real estate, credit markets, international trade and business economic conditions, Mr. Tal not only contributes to the conversation but also frequently sets the agenda.

He has close to 20 years of experience in the private sector advising clients, industry leaders, corporate boards, trade associations and governments on economic and financial issues.

National and global media regularly seek him out for his insight and analysis on economic issues that impact financial markets, consumers, corporations and public policy. He is also a frequent lecturer in the economic programs of various Canadian universities.

Mr. Tal is a member of the Economic Committee of The Canadian Chamber of Commerce, The Economic Development Committee of the Toronto Board of Trade. He is also a member of board of Governors of Junior Achievement of Central Ontario, and a board member of the Toronto Financial Services Alliance.

Samuel Pierson

Sam has over nine years of experience in the financial services industry, of which he has focused six years on the securities lending industry. He was a member of the Data Explorers team in NYC, which joined IHS Markit through acquisition in 2012. His previous experience includes risk operations at Partner Fund Management and analyst at Q Capital Management. Sam holds a B.A. in Economics from the University of Colorado.

 

Afternoon Speakers:

  • GUEST SPEAKER: Steve Patterson – Host of CBC’c Debaters | Award-Winning Comedian
  • KEYNOTE SPEAKER: Brian Mulroney – Former Prime Minister of Canada
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Mulroney_Brian

Steve Patterson

Host of CBC’s The Debaters |Host of HGTV’s I Wrecked My House

A mainstay on CBC and HGTV, comedian Steve Patterson has been described as “part Jon Stewart, part Robin Williams.” He adapts to any crowd he faces using his arsenal of wit, sarcasm, and even song. Insistent on always doing his homework, Patterson treats audiences to one-of-a-kind performances that leave them wanting more. As such, he is a sought-after emcee, who is quick on his feet and quick to bring “fun” to any situation.

A household name in Canada as host of CBC Radio’s hit comedy show The Debaters, (now in its tenth season with over 750,000 weekly listeners) Patterson’s quick-wit and authoritative tone expertly anchors comedians’ arguments into a rollicking unpredictable but always hilarious ride every week. His lightning-quick off-the-cuff and endearing personality are also showcased on HGTV Canada’s show I Wrecked My House, where his hosting has already earned him a nomination for a 2015 Canadian Screen Award.

A professional stand-up comedian since 1997, Patterson is immediately recognizable to serious comedy fans through numerous national and international television specials including four Just for Laugh galas.  In 2010 his performance there earned him a Gemini nomination, and caused host Steve Martin to exclaim, “If I’d have known he was going to be THAT good, I would have cancelled him.”  That would have certainly been the highlight of his comedy career had he not returned to Just For Laughs in 2012, to be featured on the now infamous “Muppets Gala” where he was introduced by his childhood idol, Kermit the Frog.

Named “Best Male Stand-up Comedian” at the Canadian Comedy Awards in 2011 and 2013, Patterson also earned a nomination in 2015 for his national theatre one-man show and accompanying album called “This Is Not Debatable”.

Patterson’s long-list of repeat clients as either featured performer or Master of Ceremonies includes CBC’s Short Film Face-Off (host 2011-present); The Canadian Screen Awards; the Canadian Olympic Committee; The CFA (Certified Financial Analyst’s) society; Investor’s Group, Comic Vision; Boys and Girls Clubs; Tree Canada; Toronto International Film Festival and many others.

Insistent on always doing his homework, Steve treats each audience to one-of-a-kind performances with consistently fresh, current and never crass material that makes those who book him glad they did.

Brian Mulroney

In September 1984, Brian Mulroney led the Progressive Conservative party to the largest victory in Canadian history, becoming Canada’s eighteenth Prime Minister. He was re-elected with a majority government four years later thereby becoming the first Canadian Prime Minister in 35 years to win successive majority governments and the first Conservative Prime Minister to do so in 100 years. He resigned in June 1993, having served almost nine years as Prime Minister.

His government introduced bold new initiatives such as the Canada-U.S. Free Trade Agreement, the North American Free Trade Agreement (NAFTA) and the Canada-U.S. Acid Rain Treaty. Prime Minister Mulroney’s government also introduced a series of privatizations, a low inflation policy, historic tax reform, extensive deregulation and expenditure reduction policies that continue to be the basis of Canada’s impressive economic performance today.

Mr. Mulroney also served as Co-Chairman of the United Nations World Summit for Children and his government played leading roles in the campaign against apartheid in South Africa, the creation of Le Sommet de la Francophonie and the Gulf War.

Mr. Mulroney was born in Baie Comeau, Quebec in 1939, one of six children. His father, Benedict, was an electrician with the Quebec North Shore Paper Company. Mr. Mulroney graduated from St. Thomas College high school, Chatham, N.B., received his honours undergraduate degree from St. Francis Xavier University, Antigonish, N.S., and a law degree from Université Laval in Quebec City.

He practised law in Montreal and served as President of the Iron Ore Company of Canada before entering politics by becoming Party Leader in 1983 and Leader of the Official Opposition in the House of Commons, to which he was first elected in 1983 and re-elected in 1984 and 1988. Upon resigning, Mr. Mulroney rejoined the Montreal law firm of Norton Rose Fulbright as Senior Partner. He is Chairman of the Board of Directors of Quebecor nc. (Montreal), and serves as a director of The Blackstone Group L.P. (New York) and Wyndham Worldwide Corporation (New Jersey). He also serves as chairman of the International Advisory Board of Barrick Gold Corporation (Toronto), and is a member of the advisory group of Lion Capital LLP (London). Mr. Mulroney is also a Trustee of the Montreal Heart Institute Foundation and the International Advisory Board of HEC Montréal.

Mr. Mulroney has been awarded Canada’s highest honour, Companion of the Order of Canada, has been made a Grand Officer of the Ordre national du Québec. He has also received the highest recognition from the following governments for his leadership in vital matters affecting their nations:

  • Haiti – Grand-Croix de l’Ordre national Honneur et Mérite (1994)
  • Ukraine – Order of Kniaz (King) Yaroslav the Wise, First Class (2007)
  • Japan – Grand Cordon of the Order of the Rising Sun (2011)
  • South Africa – Supreme Companion of O.R. Tambo (Gold) (2015)
  • France – Commandeur de la Légion d’honneur (2016)

Mr. Mulroney also has received honorary degrees and awards from universities and other governments at home and abroad.

In 2000, the McGill University North American Studies Institute determined that Mr. Mulroney had the best economic record of any Prime Minister since World War II. In 2003, the Institute for Research on Public Policy placed Mr. Mulroney 2nd in a ranking of the best prime ministers of the previous 50 years. In 2006, a panel of Canada’s leading environmental groups determined that Mr. Mulroney was “The Greenest Prime Minister in history.” In 2007, Mr. Mulroney’s autobiography, Memoirs, became Canada’s #1 national best seller and was described by the Ottawa Citizen as “the finest and most comprehensive memoir of any Prime Minister in Canadian history”. In 2009, a survey conducted by The Hill Times selected Mr. Mulroney as “the most admired” former Prime Minister of Canada. In 1973, he married Mila Pivnicki and they have four children: Caroline (1974), Benedict (1976), Mark (1979) and Nicolas (1985).

Thank You to Our 2018 Sponsors

Title Sponsors:

BNY-Mellon-Logo

BNY Mellon Markets services the entire transaction life cycle. Our FX desk provides clients access to products in over 80 currencies across 400 currency pairs; Capital Markets offers trading in cash equities, ETFs, sovereign and corporate bonds, agencies or MBS; our Securities Finance business is a market leader in agency securities lending; Collateral Management presents comprehensive margin services from segregation to administration; while Liquidity Servicesprovides clients access to money market funds through Liquidity DIRECT.

NBFM-Logo-300x99

NATIONAL BANK FINANCIAL MARKETS
National Bank Financial Markets is the trade name of the Financial Markets division of National Bank Financial Inc., a subsidiary of National Bank of Canada.   National Bank Financial is a fully-integrated investment dealer combining retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance, and securities clearing for third parties.  With $477 billion in assets under management and administration, National Bank Financial offers its services to more than 500,000 clients.   Its Financial Markets division has a major presence in Toronto, Calgary, Vancouver and Montreal, as well as operations in New York, London, Dublin and Hong Kong.

NorthernTrust---Logo

NORTHERN TRUST CORPORATION
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 23 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of December 31, 2017, Northern Trust had assets under custody/administration of US$10.7 trillion, and assets under management of US$1.2 trillion. For more than 125 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit northerntrust.com or follow us on Twitter @NorthernTrust.

Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/disclosures.

RBC

RBC Investor & Treasury Services (RBC I&TS) is a specialist provider of asset services, custody, payments and treasury services for financial and other institutional investors worldwide. We serve clients from 16 countries across North America, Europe, Asia and Australia, delivering services to safeguard client assets and maximize liquidity. As a strong, stable partner, focused on meeting our clients’ evolving needs, RBC I&TS has an unwavering commitment to managing operational risk in our business and the highest credit ratings among our asset servicing peers (1). Rated by our clients as the #1 global custodian for seven consecutive years (2), RBC I&TS is trusted with CAD 4.4 trillion in client assets under administration as at January 31, 2018 (3).

(1) Standard & Poor’s (AA-) as of February 15, 2018, compared to the top 10 global custodians by AUA
(2) Global Custody Survey, Global Investor ISF, 2011 to 2017, unweighted
(3) RBC quarterly results released February 23, 2018

statestreet

State Street
With responsibility for more than 10 percent of assets globally,* State Street is  the engine that powers the world’s investments. Our clients face big challenges. Risk. Regulation. Complexity. It’s those challenges that inspire our solutions: Systems to improve efficiency. Tools that turn data into insight. Research that shapes strategies. Large enough to serve more than 100 markets, we’re local enough to deliver on  the ground. This means we’re closer to financial markets; closer to the communities where we operate; and closer to the clients we serve. As one of the largest securities lending providers in the industry, we help clients access a range of securities  loan and financing opportunities, maintain flexibility, and manage risk. With nine regional offices, including five global trading desks, we support lending in more than 30 international markets, so clients can take advantage of our global scale.

*State Street and McKinsey Global Institute, Global Capital Markets, December 31, 2015. Updated in January 2017 per bespoke McKinsey report

scotiabank

Scotiabank
Scotiabank is Canada’s international bank and a leading financial services provider in North America, Latin America, the Caribbean and Central America, and Asia-Pacific. We are dedicated to helping our 24 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With a team of more than 89,000 employees and assets of over $923 billion (as at January 31, 2018), Scotiabank trades on the Toronto (TSX: BNS) and New York Exchanges (NYSE: BNS). For more information, please visit www.scotiabank.com and follow us on Twitter @Scotiabank.

Breakfast Sponsor

Lunch Sponsor

Cocktail Reception Sponsor

TD-Securities---Logo
IHSM

 

Networking Intermission Sponsor

Charging Station Sponsor

  • Two complimentary registrations
  • Company logo included in delegate brochure
  • Company logo displayed during intermission

Badge Sponsor

Equilend

Contributing Sponsors

CIBCCIBC MellonTrading Apps

Media Sponsors

                Securities Lending Times                  

BOOKLET AGENDA 2018 DELEGATES ASK A PANEL MEMBER

 

For more information please email info@canseclend.com.

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