Event agenda
Wednesday, 4 September 2024
09:00 - 09:40
(Block Track) The current practice, and promise, of DLT in ISSUANCE
- Technology
- Digital/digitalised assets
- The Block Track
Stakeholders sharing a “golden source” of data – replacing the need to shovel documents – is one vision with DLT-based issuance. Where is reality at, and what could be efficient approaches for us as market participants?
6 speakers
Is faster better? Understanding T+1
- Custody
- Settlement
- Clearing
- The human element
- Regulation
Now that the US is on T+1, and the UK is preparing for it, Europe has to decide what to do. What are the important considerations? Why is enthusiasm so muted? What is the route ahead?
1 speaker
Hosted by
Post-trade regulation – the COMPLETE overview (Wednesday edition)
- Regulation
DORA, CSDR, EMIR, SRD II, WHT FASTER, CSRD, SFDR, MiFID … Us post-trade folks love our reg acronyms so let’s go into what they mean for you. J.P. Morgan’s Alex Dockx (Wed) and Citi’s Marcello Topa (Thu), will each present their own takes, so join both!
1 speaker
Hosted by
09:00 - 17:00
Meeting block
- The meeting balcony (floor 5, overlooking Main expo hall)
Meeting duration:30 minute time slots
10:00 - 10:40
(Block Track) The current practice, and promise, of DLT in ASSET SERVICING
- Custody
- Technology
- Digital/digitalised assets
- The Block Track
Distributed ledger technology promises plenty simplification to processes in the asset servicing domain – but how is it actually panning out, and how should I take action over it?
5 speakers
Fireside chat: How firms are reimagining reconciliations to boost data controls
- Technology
- Regulation
Learn how to navigate reconciliation trends and the challenges facing industry participants, and to leverage innovative solutions to transform reconciliation processes and data control frameworks.
2 speakers
Hosted by
What’s up next in the European Commission’s campaign for settlement discipline
- Settlement
- Regulation
Two proposals within the Central Securities Depositories Regulation (CSDR) refit has garnered much controversy: progressive penalties and mandatory buy-ins (MBIs). Get an overview of the progress of the CSDR and the MBI debate, straight from the source.
1 speaker
10:00 - 10:55
Official opening: The forces shaping post trade through 2025 and beyond
- Custody
- Settlement
- Clearing
- Collateral and liquidity
- Technology
- The human element
- Regulation
- Sourcing and procurement
- Digital/digitalised assets
Let’s grasp the full picture. Join this senior panel to take the top view on the changes rolling in – and how financial institutions should leverage them to their advantage.
4 speakers
11:00 - 11:40
Bringing the issuer perspective
- Collateral and liquidity
- Technology
- Regulation
5 speakers
Hosted by
Modernizing core systems – heart surgery with low success rate or is there a reliable path?
- Technology
- The human element
- Sourcing and procurement
3 speakers
Hosted by
The future of securities services (with ISSA)
- Custody
- Settlement
- Collateral and liquidity
- Technology
- Regulation
- Sourcing and procurement
- Digital/digitalised assets
ISSA has closely investigated the ten drivers that are forming your securities services of tomorrow. Its experts are set to share the outcome with you in Stockholm this Wednesday morning.
3 speakers
The TARGET Services – what’s up and what’s next
- Settlement
- Collateral and liquidity
- Technology
- Regulation
1 speaker
12:00 - 12:40
Hear it from the players: the EQUITIES clearing market panel
- Clearing
Seeking what’s on in the equities clearing market of the Nordic countries – and Europe? These senior representatives from SIX, LSEG and Cboe Clear should leave you with a clear impression of the competitive game out there.
4 speakers
How are Asia and other emerging markets reacting to investment trends
- Custody
- Settlement
- Collateral and liquidity
- Sourcing and procurement
2 speakers
Hosted by
Optimising your operating model for resiliency and scalability
- Custody
- Collateral and liquidity
- Technology
Technology has the potential to transform our operations. Yet, it can also be the gateway through which vulnerable systems are exposed to cyber risks. In this session, experts from BNY Mellon share how to harness technology while avoiding its pitfalls.
2 speakers
Hosted by
Private markets to retail
- Custody
- Collateral and liquidity
- Technology
- Sourcing and procurement
Recent innovations within the fund industry, in particular with regards to hybrid funds, are opening up opportunities to a broader range of investors to invest in private markets. These are the challenges and opportunities for asset managers.
2 speakers
Hosted by
12:00 - 13:00
Unifying the EU’s market for financial market infrastructures – the when, who, and how
- Settlement
- Clearing
- Regulation
The EU is envisioning its Capital Markets Union but so far, financial markets infrastructures have largely remained domestic businesses organised per member state, under scarce competition. What changes are we up for?
6 speakers
13:00 - 13:40
Digital shift in withholding tax: FASTER, MiKaDiv, Trace & Co. challenging the financial industry
- Custody
- Technology
- Regulation
- Sourcing and procurement
1 speaker
Intraday liquidity management, part 1: The sell-side themes
- Collateral and liquidity
The key to achieving intraday, real-time liquidity might lie in new tools, such as DLT-based payment solutions and intraday repo marketplaces that make instant PvP settlement – even with currency exchange – possible.
5 speakers
On the network manager’s agenda for 2025 – Wednesday edition
- Custody
- Regulation
Today’s custodian banks operate under an increasingly complex environment. Caught in the whirl of it all are network managers, whose role has evolved, and is likely to keep evolving. What does their future look like, and how should they adapt?
5 speakers
The operational gains from AI, data, and cloud use cases in a private assets post-trade ecosystem
- Technology
AI, data, and cloud technology offer many possibilities in post-trade operations. But what are some of the appropriate use cases and best practices that should be considered for realising their full potential in the private asset sector?
3 speakers
Hosted by
14:00 - 14:40
Balancing scale with innovation: insights from the leading Nordic custodians
- Custody
- Settlement
- Collateral and liquidity
- Technology
With core custody services facing tougher competition and constant regulatory change, recent years have seen firms put tech-driven innovation and collaboration higher on their agenda. Learn how leading Nordic custodians are re-positioning themselves.
4 speakers
Sweden’s approach to T2S
- Settlement
- Regulation
Sweden’s go-live will probably not happen until some year after 2030 but still, the direction towards joining seems determined. This could impact the market participant landscape notably, and generate winners and losers. Get the different perspectives.
5 speakers
Technology development at the CSDs, and what’s in it for participants
- Settlement
- Technology
With CSDs at the heart of securities-industry practicalities at large, their progress in the systems area is of close interest for a large part of the community. What’s up, and who’s affected?
5 speakers
The fintechs, the global custodians, and their cooperation-competition balance
- Custody
- Technology
- Sourcing and procurement
- Digital/digitalised assets
4 speakers
14:00 - 15:00
The CCP market game – at strategic level
- Clearing
- Collateral and liquidity
- Regulation
- Sourcing and procurement
What are the strategies that can be deployed to answer some of the biggest questions facing Europe's clearing landscape today? Get into the minds of some of the industry's most senior leaders for strategic perspectives to excel at the CCP market game.
7 speakers
15:00 - 15:40
All-in-one or pick-and-mix? Nailing the future-proof IT architecture at the asset manager
- Technology
- The human element
- Sourcing and procurement
3 speakers
Our industry’s state of new-technology implementations, as 2025 approaches
- Technology
- The human element
- Sourcing and procurement
What implementations are we busy with right now, how do we manage them, and in what areas do we see our most promising next ones?
5 speakers
Suitability: From regulatory challenges to the latest trends
- Regulation
- Digital/digitalised assets
1 speaker
Hosted by
The prospects of T+1 for the UK and EU
- Custody
- Settlement
- Clearing
- Regulation
Could the UK go first into T+1 or would the market prefer coordination with the EU? And indeed, when will we be ready for it at all? Three months into the American T+1 outcome, let’s meet up to take the temperature on Europe’s attitudes and circumstances.
4 speakers
16:00 - 16:40
How America’s T+1 has turned out for Europe’s firms – and what’s still to fix
- Custody
- Settlement
- Collateral and liquidity
- Technology
- The human element
With $3bn freed up at the NSCC, America’s move looks successful. But how have our European firms done, and how should we operate going forward? Meet these absolute top seniors representing banks and custodians as well as CSDs.
5 speakers
On the industry movers’ minds – a conversation with ISSA Board members
- Custody
- Technology
ISSA’s illustrous Board ensures that the association focuses on the big topics of the day, with a balance of custodians, CSDs/ICSDs and technology firms that enables it to shape the industry’s future. Come and meet them!
5 speakers
Products and partnerships – the Nordic differentiators
- Custody
- Settlement
- Clearing
- Collateral and liquidity
- Technology
2 speakers
Hosted by
16:00 - 17:00
Hear it from the players: the DERIVATIVES clearing market panel
- Clearing
- Collateral and liquidity
Seeking what’s on in Europe’s derivatives clearing market? These representatives of the six top clearinghouses have it covered.
7 speakers
16:45 - 18:45
Everybody, let’s mingle! (Wednesday edition)
Come and digest the first conference day with a drink!
Thursday, 5 September 2024
09:00 - 09:40
All safe? The latest and what’s next in CCP recovery and resolution
- Clearing
- Collateral and liquidity
- Regulation
Setting the cost-splitting rules for rare but potentially disastrous problems at the clearinghouses is a delicate balance. The discussion is age-old, but could real changes lie ahead? What should clearing members and their market-participant clients know?
6 speakers
How markets should adopt ISO 20022 in securities services
- Custody
- Settlement
- Technology
Implemented, but not fully adopted across the industry – that's the current state of ISO 20022. This panel examines the common barriers to the implementation of the new standard, how adoption can be encouraged, and best practices for migration.
4 speakers
Post-trade regulation – the COMPLETE overview (Thursday edition)
- Regulation
1 speaker
Hosted by
Time for change in the European capital market infrastructure
- Settlement
- Regulation
A growing choir sees the national fragmentation of the EU’s trade settlement and regulatory supervision as an impediment to developing the continent’s financial market. So, how should stakeholders act?
1 speaker
Hosted by
09:00 - 17:00
Meeting block
- The meeting balcony (floor 5, overlooking Main expo hall)
Meeting duration:30 minute time slots
10:00 - 10:40
Driving asset servicing automation: The path to transformation
- Custody
- Technology
4 speakers
Hosted by
Financial crime compliance (with ISSA)
- Custody
- Technology
- The human element
- Regulation
The increased importance and complexity of financial crime controls in the securities industry will be in focus as some of the world’s most central (and engaged) experts take the stage in Stockholm.
2 speakers
New possibilities in collateral management
- Clearing
- Collateral and liquidity
- Technology
Moving collateral assets has become easier than it used to be, and in some areas we see new assets becoming eligible. This opens new possibilities when it comes to managing risk, sourcing cash and striking deals. How should I benefit?
4 speakers
The stock exchanges CEO panel
- Custody
- Settlement
- Clearing
Post trade rests on trade, and trade on markets. Let’s meet the top leaders themselves to learn what are their visions for the Nordics.
3 speakers
The tools out there to nail the settlements
- Custody
- Settlement
- Technology
- Sourcing and procurement
Everyone agrees settlement success rates must come up, and the European Commission cracks its discipline regime whip to instill compliance. So what’s the efficient way for individual market participants to move from general insight to concrete action?
5 speakers
11:00 - 11:40
(Block Track) Health check on the PAYMENT leg: Ready to carry or still aching?
- Settlement
- Technology
- Digital/digitalised assets
- The Block Track
From interoperability to lobbying efforts for digital currencies, the push for a licensed stablecoin to the pros and cons of public chains, this panel looks at all things payment. What are the missing ingredients required for a breakthrough in the sector?
5 speakers
Apples with pears. The challenge and promise of consolidating public and private market data in one operating model
- Custody
- Collateral and liquidity
- Technology
2 speakers
Hosted by
Clearing 15 years on from Pittsburgh: Where next?
- Clearing
- Collateral and liquidity
- Technology
- Regulation
Join this high-level session for the ultimate global temperature check on clearing in 2024.
5 speakers
Securities services risks (with ISSA)
- Custody
- Settlement
- Collateral and liquidity
- Technology
- The human element
- Sourcing and procurement
Securities services is risky business, with age-old challenges such as credit, liquidity, and compliance risks now joined by a new threat – cyber security risk. This session explores best practices for managing emerging risks in the sector.
2 speakers
12:00 - 12:40
(Block Track) The current practice, and promise, of DLT in TRADING
- Technology
- Digital/digitalised assets
- The Block Track
Five DLT experts take to the stage in this session to discuss the application of the technology in their respective arenas. What does the future look like for DLT-based trading, tokenisation in real estate, and atomic trading and settlement?
5 speakers
Emerging asset classes at the clearinghouses – and what clients’ needs are driving the demand
- Clearing
- Collateral and liquidity
- Sourcing and procurement
3 speakers
In-house versus outsourcing – Striking the perfect balance for the operating model
- Sourcing and procurement
With both custodians and technology houses restyling themselves as department stores for an ever-broader range of outsourcing service capabilities, how should investor-side decision makers weigh their options?
3 speakers
T+1 and the Nordics
- Custody
- Settlement
- Collateral and liquidity
- Technology
North America moved to its T+1 settlement cycle and Europe is discussing when to follow. Let us zoom in on the Nordic region: What can we expect, and what action should market participants take if any?
5 speakers
13:00 - 13:40
Alternative approach to a multi-asset future in the Nordic markets
- Custody
- Collateral and liquidity
- Technology
- Sourcing and procurement
2 speakers
Hosted by
Digital assets – the path to a regulated playing field
- Regulation
Institutional investors are among those who stay on the sideline until there is stable-enough regulation. So what will it look like, and how do we get there?
2 speakers
ESG derivatives – a look at their use and regulation
- Clearing
- Collateral and liquidity
4 speakers
Hosted by
On the network manager’s agenda for 2025 – Thursday edition
- Custody
- Regulation
Today’s custodian banks operate under an increasingly complex environment. Caught in the whirl of it all are network managers, whose role has evolved significantly over the years. What are the challenges to come and how should they adapt to stay on top?
4 speakers
What’s up in the Nordic CSD scene
- Settlement
Harmonisation; T2S; DLT for wCeBM – the list of pertinent topics in the Nordic CSD scene today is long. In this panel, the people at helm in four Nordic territories discuss their perspectives on the sector’s development in a time of major transformation.
5 speakers
14:00 - 14:40
CANCELLED [The use of advanced technology in the financial industry - opportunities and risks seen from a sustainability perspective]
- Technology
- The human element
- Sourcing and procurement
NOTE that this session has had to be CANCELLED at short notice.
3 speakers
Hosted by
Faster settlement creates currency conundrum
- Settlement
- Collateral and liquidity
- Technology
The international nature of US securities trading means market participants cannot afford to ignore the currency exchange implications of faster settlement. Finding the most appropriate solution is far from straightforward. Meet all these stakeholders.
5 speakers
Intraday liquidity management, part 2: The investor-side and corporate view
- Collateral and liquidity
- Technology
- Sourcing and procurement
From the UK gilt crisis of 2022 to the impact of the US’ move to T+1 on European markets, liquidity has been a topic on everyone’s mind in recent years. How can the buy-side be better equipped for liquidity risks? The investors and corporates weigh in.
4 speakers
Operational resilience (with ISSA)
- Custody
- Collateral and liquidity
- Technology
- The human element
- Regulation
- Sourcing and procurement
- Digital/digitalised assets
With operational resilience increasingly a focus for regulators, so is the related regulatory burden heavier. The key to handling this without the associated administrative complexities might lie in a consistent methodology that enables process alignment.
2 speakers
15:00 - 15:40
Defending against AI driven cyber attacks
- Custody
- Technology
This Thomas Murray session looks at the current threat landscape, including examples of AI driven attacks that need defending against, as well as the useful structures and approaches to adopt and how these link to current and future regulatory changes.
1 speaker
Hosted by
FIDA and the future of financial services
- Technology
- Regulation
1 speaker
Hosted by
Official closing - Ready for the dinner? Insights on being social with fellow Nordic people and how culture shapes behaviours
- The human element
With cross-border business relations (as at a pan-Nordic conference), comes cross-cultural interaction and behavioural differences. We can easily joke about them but can we confidently manage them? Come for self-reflection … and guaranteed laughs.
1 speaker
The ESG data conundrum for asset managers
- Technology
- Regulation
- Sourcing and procurement
Regulators are keeping a watchful eye over ESG claims. Most asset managers have every intention to comply, but that’s easier said than done when data sourcing feels like navigating a minefield of coverage and quality issues.
5 speakers
Unravelling the optimisation conundrum
- Settlement
- Collateral and liquidity
- Technology
3 speakers
16:00 - 16:40
(Block Track) Conclusions: The promise of DLT across the links of the post-trade process
- Custody
- Settlement
- Collateral and liquidity
- Technology
- Sourcing and procurement
- Digital/digitalised assets
- The Block Track
Across the Block Track during this conference, we’ve covered DLT in issuance, asset servicing, payment, and trading. In this concluding session, we round it up by looking at the transformative potential of DLT in post trade.
5 speakers
Dig where you stand! The PostTrade 360° editor’s tips for your content marketing
Drawing on three decades as a journalist, Alexander Kristofersson shares the beliefs he has developed about effective story telling for business purposes, and how efficient collaboration between the business manager and the writer will support it.
1 speaker
Hosted by
There’s Always a Finreg Angle Podcast LIVE!
- Technology
- Regulation
3 speakers
16:45 - 18:30
Everybody, let’s mingle! (Thursday edition)
Done with this landmark conference? Join for a casual round-up! Or set for the dinner party? Then, let this be your warm up!