PostTrade 360° Nordic 2024

4–5 Sept 2024 | Stockholm, Sweden

Event agenda

Wednesday, 4 September 2024

09:00 - 09:40

(Block Track) The current practice, and promise, of DLT in ISSUANCE

Format:In-person
Location:Room C1, Level 2
  • 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

Current trends in investor services

Format:In-person
Location:Room C4, Level 2
  • Custody

5 speakers

Is faster better? Understanding T+1

Format:In-person
Location:Room C3, Level 2
  • 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

Post-trade regulation – the COMPLETE overview (Wednesday edition)

Format:In-person
  • 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

Meeting block

09:00 - 17:00

MeetingsIn-person
Location:
  • 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

Format:In-person
Location:Room C1, Level 2
  • 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

Format:In-person
Location:Room C4, Level 2
  • 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

Broadridge

Stockholm, Sweden

What’s up next in the European Commission’s campaign for settlement discipline

Format:In-person
Location:Room C2, Level 2
  • 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

Format:In-person
Location:Main Congress Hall (A1, level 4)
  • 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

Format:In-person
Location:Room C4, Level 2
  • Collateral and liquidity
  • Technology
  • Regulation

5 speakers

Hosted by

Euroclear

Brussels, Belgium

Modernizing core systems – heart surgery with low success rate or is there a reliable path?

Format:In-person
Location:Room C1, Level 2
  • Technology
  • The human element
  • Sourcing and procurement

3 speakers

Hosted by

The future of securities services (with ISSA)

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C2, Level 2
  • Settlement
  • Collateral and liquidity
  • Technology
  • Regulation

1 speaker

12:00 - 12:40

Hear it from the players: the EQUITIES clearing market panel

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C1, Level 2
  • Custody
  • Settlement
  • Collateral and liquidity
  • Sourcing and procurement

2 speakers

Hosted by

Optimising your operating model for resiliency and scalability

Format:In-person
Location:Room C4, Level 2
  • 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

Format:In-person
Location:Room C2, Level 2
  • 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

Format:In-person
Location:Main Congress Hall (A1, level 4)
  • 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

Format:In-person
Location:Room C3, Level 2
  • Custody
  • Technology
  • Regulation
  • Sourcing and procurement

1 speaker

Intraday liquidity management, part 1: The sell-side themes

Format:In-person
Location:Room C1, Level 2
  • 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

Format:In-person
Location:Room C2, Level 2
  • 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

Format:In-person
Location:Room C4, Level 2
  • 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

Format:In-person
Location:Room C1, Level 2
  • 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

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C4, Level 2
  • 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

Format:In-person
Location:Room C2, Level 2
  • Custody
  • Technology
  • Sourcing and procurement
  • Digital/digitalised assets

4 speakers

14:00 - 15:00

The CCP market game – at strategic level

Format:In-person
Location:Main Congress Hall (A1, level 4)
  • 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

Format:In-person
Location:Room C4, Level 2
  • Technology
  • The human element
  • Sourcing and procurement

3 speakers

Our industry’s state of new-technology implementations, as 2025 approaches

Format:In-person
Location:Room C1, Level 2
  • 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

Format:In-person
Location:Room C2, Level 2
  • Regulation
  • Digital/digitalised assets

1 speaker

Hosted by

The prospects of T+1 for the UK and EU

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C2, Level 2
  • 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

Format:In-person
Location:Room C1, Level 2
  • Custody
  • Settlement
  • Clearing
  • Collateral and liquidity
  • Technology

2 speakers

Hosted by

Swedbank

Stockholm, Sweden

16:00 - 17:00

Hear it from the players: the DERIVATIVES clearing market panel

Format:In-person
Location:Room C4, Level 2
  • 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)

Format:In-person
Location:Main expo hall (M1, Level 4)

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

Format:In-person
Location:Room C1, Level 2
  • 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

Format:In-person
Location:Room C4, Level 2
  • 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)

Format:In-person
Location:Room C2, Level 2
  • Regulation

1 speaker

Hosted by

Time for change in the European capital market infrastructure

Format:In-person
Location:Room C3, Level 2
  • 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

Euronext Securities

Oslo | Copenhagen | Milan | Porto

Meeting block

09:00 - 17:00

MeetingsIn-person
Location:
  • 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

Format:In-person
Location:Room C1, Level 2
  • Custody
  • Technology

4 speakers

Hosted by

Broadridge

Stockholm, Sweden

Financial crime compliance (with ISSA)

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C4, Level 2
  • 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

Format:In-person
Location:Main Congress Hall (A1, level 4)
  • 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

Format:In-person
Location:Room C2, Level 2
  • 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?

Format:In-person
Location:Room C2, Level 2
  • 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

Format:In-person
Location:Room C1, Level 2
  • Custody
  • Collateral and liquidity
  • Technology

2 speakers

Hosted by

Clearing 15 years on from Pittsburgh: Where next?

Format:In-person
Location:Room C4, Level 2
  • 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)

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C2, Level 2
  • 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

Format:In-person
Location:Room C1, Level 2
  • Clearing
  • Collateral and liquidity
  • Sourcing and procurement

3 speakers

In-house versus outsourcing – Striking the perfect balance for the operating model

Format:In-person
Location:Room C4, Level 2
  • 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

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C1, Level 2
  • Custody
  • Collateral and liquidity
  • Technology
  • Sourcing and procurement

2 speakers

Hosted by

Northern Trust

Stockholm, Sweden

Digital assets – the path to a regulated playing field

Format:In-person
Location:Room C2, Level 2
  • 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

Format:In-person
Location:Room C3, Level 2
  • Clearing
  • Collateral and liquidity

4 speakers

Hosted by

On the network manager’s agenda for 2025 – Thursday edition

Format:In-person
Location:Room C4, Level 2
  • 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

Format:In-person
Location:Main Congress Hall (A1, level 4)
  • 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]

Format:In-person
Location:Room C2, Level 2
  • 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

Format:In-person
Location:Room C4, Level 2
  • 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

Format:In-person
Location:Room C1, Level 2
  • 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)

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C2, Level 2
  • 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

Thomas Murray

London, United Kingdom

FIDA and the future of financial services

Format:In-person
Location:Room C1, Level 2
  • Technology
  • Regulation

1 speaker

Hosted by

ERI

Luxembourg, Luxembourg

Official closing - Ready for the dinner? Insights on being social with fellow Nordic people and how culture shapes behaviours

Format:In-person
Location:Main Congress Hall (A1, level 4)
  • 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

Format:In-person
Location:Room C3, Level 2
  • 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

Format:In-person
Location:Room C4, Level 2
  • 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

Format:In-person
Location:Room C4, Level 2
  • 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

Format:In-person
Location:Room C3, Level 2

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

PostTrade 360°

Stockholm, Sweden

There’s Always a Finreg Angle Podcast LIVE!

Format:In-person
Location:Room C2, Level 2
  • Technology
  • Regulation

3 speakers

16:45 - 18:30

Everybody, let’s mingle! (Thursday edition)

Format:In-person
Location:Main expo hall (M1, Level 4)

Done with this landmark conference? Join for a casual round-up! Or set for the dinner party? Then, let this be your warm up!

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