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eSecLending Insights
100 Episodes: A Centennial Celebration
Brooke and Jim mark the 100th episode with a look back at five years of podcasting, packed with stats, stories, and finance facts, all tied to the number 100. From market milestones to meme stocks and deep-dive lending trends, Team eSec celebrates longevity, learning, and a little bit of chaos. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-07-11
26 min
eSecLending Insights
Transitions, T+1, and the Future of Post-Trade: Live from ISLA in Madrid
Recorded live in Madrid at the ISLA Conference, Brooke Gillman sits down with Andy Dyson, CEO of ISLA, and Ben Challice, President of Pirum. Together, they reflect on transitions, the operational impact of T+1, and the evolving role of retail investors in the securities lending landscape. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-06-18
22 min
eSecLending Insights
Canada Brings the Energy and Spain Brings the Heat
Team eSec is back to unpack insights from the CASLA conference, spotlighting creative balance sheet solutions, evolving HQLA strategies, and the growing role of post-trade automation. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-06-12
18 min
eSecLending Insights
From Vortex to Volatility
Team eSec is back with the latest market insights, exploring the uptick in IPO activity, fresh deals, and the rise in borrowers across emerging markets. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-05-28
20 min
eSecLending Insights
Hang On to Your Hats and Glasses, Folks!
The market has been tumultuous since Liberation Day and Team eSec is back to discuss what's been happening across the Treasury lending market, short-term cash, equity funding, and everything else. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-04-17
26 min
eSecLending Insights
Act Now! The Road to T+1 in the UK and EU
As North America approaches the first anniversary of implementing T+1, Roy Zimmerhansl from WTS Hansuke and Working Group Co-Lead of the UK and EU T+1 Initiatives joins Larry Albaugh, Andy Ramburn, and Brooke Gillman to discuss the upcoming transition to T+1 in the UK and EU, lessons learned from North America, and why it is crucial for firms to act now to prepare for October 2027. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions...
2025-04-07
38 min
eSecLending Insights
Hot Topics at PASLA
Jim and Brooke are joined by eSec's own Sabine Kapferer to discuss their key takeaways from PASLA's 2025 Annual Conference on Securities Finance: South Korea is lifting the short sale ban in just a few weeks, Taiwan is a popular market, and P-notes access structures are in demand. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-03-17
24 min
eSecLending Insights
So Much Flow...Across the Securities Financing Market
Team eSec is joined by Matt Cohen, CEO and Founder of Provable Markets, to discuss the outlook on CCPs, building a startup with end-to-end targeted solutions and partnering across the market for interoperability. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-02-18
30 min
eSecLending Insights
We're LIVE, Folks!
Live from IMN 2025, Team eSec chats with Matt Chessum of S&P Global Market Intelligence about key takeaways from day one of the conference, including geopolitical risk impact, emerging markets, potential increases in IPOs and M&A activity, and more. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-02-04
18 min
eSecLending Insights
Onward and Upward
Market activity is picking back up as we close out the first month of 2025, and the macro environment is moving at a rapid speed. Team eSec catches up on market insights gained from the past month as well as their recent borrower event in NY. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-01-31
19 min
eSecLending Insights
More Data, More Data, More Data
Team eSec is joined by Nancy Allen, Managing Director, Head of Data & Analytics Solutions, and Matt Ross, Associate Director at EquiLend, to discuss the data trends of 2024 and what's on the horizon for 2025. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-01-21
26 min
eSecLending Insights
A Very Merry Chessum Takeover and a 2024 Recap Competition
The "Chez Dawgs" reconvene as Matt Chessum from S&P Global Market Intelligence returns to recap 2024 with Team eSec and sparks a competition between Brooke and Jim with a year-end quiz, while spreading holiday cheer with some good ole-fashioned securities lending laughs. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-12-11
29 min
eSecLending Insights
Getting in Marathon Shape for 2025
Brooke and Jim are joined by Mark MacNeill and Mike Brooks to talk about the current state of the US equity and treasury markets, leading up to year-end. Team eSec is gearing up for 2025 and making their December predictions as we approach the next FOMC meeting and potential rate cut. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-12-04
19 min
eSecLending Insights
A New Chapter with ISLA Americas
Brooke Gillman is joined by Justin Aldridge, ISLA Americas Board Member, and Fran Garritt, CEO of ISLA Americas, to learn about the formation of ISLA Americas, what's ahead for the Association, and how coordination across global regions will positively benefit the evolution of the securities lending markets. We also hear about upcoming industry events and how more of the market can get involved in this growing Association. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability...
2024-11-21
19 min
eSecLending Insights
Trading on Tour
Team eSec gathers to discuss their recent travels, including meetings with borrowing counterparties in Asia and New York. They share insights on trending market topics, including the future forecasted lifting of South Korea's short sale ban, regulatory interpretations, developments in the Taiwan market and solutions for balance sheets and RWA. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-10-31
21 min
eSecLending Insights
BELIEVE
Team eSec and Matt Chessum from S&P Global Market Intelligence reunite to recap the Q3 market performance across all global asset classes and coin themselves the "Chez Dawgs" after much adoration and shared interest over a television series. Lendable is up across the board, government bond revenues have increased, and there's a lot of activity in Asia. All eyes are on Q4 as geopolitical turmoil continues and the US election approaches. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the...
2024-10-10
22 min
eSecLending Insights
The Pregame Show: ISLA Americas
As the industry prepares for the first ISLA Americas Securities Finance Conference, Team eSec is joined by Bob Zekraus of GLMX to discuss what they're looking forward to hearing about at the conference, including tech and resiliency, trading and execution platforms, liquidity and automation, and AI. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-10-08
31 min
eSecLending Insights
Life after SIRI and Joining the Justice League
As the busy summer comes to an end, Team eSec catches up on the latest market updates, launching into new auction cycles, impending rate cuts, Basel III regulatory updates and important rebranding efforts. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-09-18
20 min
eSecLending Insights
The Not So Dead Middle of Summer
Team eSec is busier than ever, so Mark Wilson joined Brooke and Jim to discuss summer auctions, increasing loan settlement speed in Asian markets and of course the recent market volatility. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-08-06
30 min
eSecLending Insights
A Lot on the Horizon
Matt Chessum from S&P Global Market Intelligence is back to give Team eSec a recap of H1 2024 and a pep talk going into H2. Asian equities and ETFs were the shining stars of H1, and the geopolitical landscape is sure to spark market volatility. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-07-25
30 min
eSecLending Insights
The Story Behind Visa's Demand
Brooke and Jim are joined by Mark MacNeill to gain insight into Visa's unique market position, macro market updates, and a heartbreaking tale of Jim leaving money on the table. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-06-28
18 min
eSecLending Insights
Bonjour from ISLA
Brooke Gillman hosts guests Andy Dyson, CEO of ISLA and Phil Morgan, CEO of Pirum, as they debrief mid-conference about the most pressing industry topics. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-06-21
26 min
eSecLending Insights
All the Love for Canada
Matt Chessum from S&P Global Market Intelligence returns to recap what's top of mind in the industry, such as balance sheet constraints, changes in the value chain structure, the shift to synthetic, Roaring Kitty's resurrection and reveals his current favorite market. We love you too, Canada! This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-05-23
31 min
eSecLending Insights
Quick Hit with Team eSec
Team eSec reconvenes after weeks of travel, meetings, and conferences to discuss pending regulatory updates and market implications, as well as trade structure solutions for increasing regulatory capital costs. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-05-13
11 min
eSecLending Insights
Total Eclipse of the Pod
Team eSec catches up on auction activity, funding trades, IPO issuance, M&A activity, and a broad short-base driving market demand all while reflecting on the rare and transfixing experience of being in the path of totality. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-04-16
16 min
eSecLending Insights
Market Focused at PASLA
Team eSec returns from Singapore to recap some of the main themes from the PASLA conference. Find out which markets are driving the greatest securities lending demand today and what else the region is focused on. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-03-15
21 min
eSecLending Insights
Oh, the Places We’ll Go! Solving Pain Points and Enabling Efficiencies Along the Way
Team eSec catches up with Phil Morgan, CEO of Pirum, as both companies turn 24 this year. They discuss the many pain points the industry is facing and how Pirum is creating solutions for operational efficiency. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-03-01
25 min
eSecLending Insights
Red Light, Green Light: Pulse on the Securities Financing Markets
Join Team eSec to hear about the recent pick up of deal activity, sector plays, and how the UST and short-term cash markets are reading on the barometer. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-02-23
19 min
eSecLending Insights
We are at an Inflection Point
Fresh from Nashville, Team eSec reviews key industry takeaways while keeping the compliments flowing. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-02-05
22 min
eSecLending Insights
Another Year Gone, Another Can’t-Miss Recap
Do you miss 2023? Do you want to revisit the highs and lows? Join Team eSec and our regular guest Matt Chessum from S&P Global Market Intelligence as they scoot back through 2023 and look forward to all that is to come in 2024. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-01-17
25 min
eSecLending Insights
Year-End Recap and Happy in the New Year
Join Team eSec as they walk through the end of 2023 and focus on the steps to make 2024 the best yet. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2024-01-09
21 min
eSecLending Insights
Wrapping it Up in 25 Words or Special-Less
Join Team eSec, and 8 of our top listeners, as they get festive and wrap it up before the end of 2023. From where are you listening? This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-12-12
23 min
eSecLending Insights
Increasing Transparency, SEC Rule 10c-1
Regulatory reporting is increasing in the U.S. market, and team eSecLending brings back friends from Pirum, Bob Zekraus and Tom Veneziano, to address questions regarding Rule 10c-1 and to discuss how the industry will prepare for implementation and pivot into a state of readiness. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-12-08
31 min
eSecLending Insights
Life after AMC - What Happens to Revenue when Mega Specials Wind Down?
Matt Chessum from S&P Global Market Intelligence joins Team eSec again to review Q3 2023 results. Find out what remains after the year's mega specials wound down and what may be driving demand and balance shifts today. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-10-18
24 min
eSecLending Insights
RMA Pregame – More Mature, More Accelerated and Turning Up the Heat
Team eSec returns with fan favorites, Bob Zekraus and Tom Veneziano from Pirum to preview some of the major industry discussions for the securities finance and collateral management markets ahead of RMA 2023. Find out what is maturing and accelerating in our market and where Jim is turning up the heat as we head into 2024. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-10-06
32 min
eSecLending Insights
Battle Ready for Basel III Endgame - Part 2
Banks will be forced to change their capital allocation strategies to comply with new calculation methods under Basel III Endgame. Understanding how these changes will impact securities finance and broader capital market transactions is crucial for beneficial owners and the future risk/return of their programs. Our Brooke Gillman sits down with market veterans Andrew Dyson, CEO of ISLA, and Mark Faulkner, Co-Founder of Credit Benchmark to better understand how the buyside can prepare for the pending market transformation. Part 2 of 2 episodes. Papers mentioned in the podcast: Prudential Banking...
2023-09-27
34 min
eSecLending Insights
Battle Ready for Basel III Endgame - Part 1
Banks will be forced to change their capital allocation strategies to comply with new calculation methods under Basel III Endgame. Understanding how these changes will impact securities finance and broader capital market transactions is crucial for beneficial owners and the future risk/return of their programs. Our Brooke Gillman sits down with market veterans Andrew Dyson, CEO of ISLA, and Mark Faulkner, Co-Founder of Credit Benchmark to better understand how the buyside can prepare for the pending market transformation. Part 1 of 2 episodes. Papers mentioned in the podcast: Prudential Banking Rules: Explanatory...
2023-09-21
31 min
eSecLending Insights
A Tale of Two Deal Names
Join Team eSec as they drill into the detail of one of the latest top deal names of the year and hear what is keeping them so busy with new trade opportunities. It must be all those vegetables. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-08-28
19 min
eSecLending Insights
Making Lemonade: The Best Q2 in 15 Years
Matt Chessum from S&P Global Market Intelligence returns to share recent data with Brooke and Jim, recap the first half of 2023, and submit his predictions for the second half of 2023. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-07-17
33 min
eSecLending Insights
Getting Ready for the SEC’s Proposed US Treasury Central Clearing Requirement
Chris Jaynes and Brooke Gillman sit down with Laura Klimpel from DTCC to understand how the SEC's Proposed US Treasury Central Clearing requirement will impact beneficial owners and what they should be doing now to understand and prepare for the anticipated final ruling. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-06-26
38 min
eSecLending Insights
Place Your Bids and Cast Your Votes
Exclusives are trending, corporate events are on the horizon, auctions and conferences are in full swing, and Peter Bassler is back with Team eSec. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-06-05
20 min
eSecLending Insights
Make Me Smart, Asks Jim . . .
Team eSec talks how the looming debt ceiling may impact repo, reinvestment and UST lending market all while covering off the latest in the equity and corporate bond lending markets. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-05-15
26 min
eSecLending Insights
Firing on All Cylinders - Securities Lending Specials Activity Increases
Matt Chessum from S&P Global Market Intelligence returns to recap the global securities lending market activity since the start of 2023. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2023-05-10
27 min
eSecLending Insights
Anything but Boring
Team eSec recaps the US equity and corporate bond market following the first quarter of 2023 This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2023-04-06
16 min
eSecLending Insights
Market Volatility Creates New Demand
Following the recent U.S. regional banking market events, the team from eSecLending checks in on securities lending demand This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2023-03-17
19 min
eSecLending Insights
Drivers Behind the Best Securities Finance Revenues Since 2008 – Will They Continue into 2023?
Matthew Chessum from S&P Global Market Intelligence joins the eSec team to review the top revenue generating securities lending markets, asset classes, and securities from 2022. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2023-01-18
30 min
eSecLending Insights
2023 Prediction: Indemnification and Disruption
Team eSec talks year-end conclusion and how the winds may blow in 2023. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2023-01-09
19 min
eSecLending Insights
Deeper Insights Into the Data with EquiLend
Nancy Allen from EquiLend joins our team to talk industry revenue trends and the company's new Data & Analytics Solutions division This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-11-14
22 min
eSecLending Insights
A Look Ahead to ISLA’s Annual Post Trade Conference
Pirum joins as our guests again with Robert Frost and Scott Brown previewing major post trade market themes This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-10-31
28 min
eSecLending Insights
Post RMA Recap - Getting in on the Huddle
Join our team in the huddle as they debrief on common themes from market participants following RMA as well as preview our fall auctions and end of year expectations This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-10-21
19 min
eSecLending Insights
RMA is Back and Technology Solutions are Driving Real Market Change
Team eSec is joined by Bob Zekraus and Tom Veneziano from Pirum pre RMA to chat everything from T+1, to batch vs. real-time processing, to the SEC's pending 10c-1 proposal. Technology is the answer for almost everything. Pirum Systems was founded in June 2000 with the objective of providing advanced, centralized and secure reconciliation services for financial market participants. All Pirum's services are software as a service (SaaS) and provide a secure processing hub which seamlessly links market participants together, allowing them to electronically process and verify key transaction details.
2022-10-10
38 min
eSecLending Insights
Swimming Against the Tide
Team eSec does a post mortem on recent Fed rate hikes, market conditions and what that all means for loan balances This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-09-26
18 min
eSecLending Insights
When Securities Lending has the Best Half-Year Performance in 14 years
Expanding the chat, Team eSecLending sits down with S&P Global Market Intelligence's Matthew Chessum to explore results from H1 2022 This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-08-26
19 min
eSecLending Insights
Specials Heating Up and Shifting Collateral, For the Moment
Interest rate sensitivity securities are hot, other specials are heating up, and with falling equity prices cash collateral is dominating the market, but all this will likely flip again This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-07-11
13 min
eSecLending Insights
Volumes are Up, Specials Make an Appearance, and RWA All the Time
Team eSecLending debriefs on current market trading activity, whether the specials in the market have staying power, the shifting of general collateral balances and it all keeps coming back to RWA. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-06-06
17 min
eSecLending Insights
Competition Across Trading Desks
Team eSec talks impact to lending balances as rates rise and opportunities in short term cash markets This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-04-12
20 min
eSecLending Insights
Volatility is Here but so is Uncertainty
Team eSec discusses pending rate hikes, Russia's war in Ukraine, and other global macro factors and how they are all impacting our industry This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-03-15
16 min
eSecLending Insights
IPO Lockup Expiration Supply and a Pick Up Elsewhere in Utilization
Team eSec focuses on the mechanics of lending opportunities around IPO lockup expiration and what may be driving a significant recent increase in utilization in the market This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-02-14
16 min
eSecLending Insights
And We’re Live. CSDR in Action. What’s Next?
After all the months of preparation, CSDR is live and we reflect on how the first day went and what we expect to come. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-02-03
19 min
eSecLending Insights
Everything is Cyclical, but We Need More Than M&A
Team eSec talks about how 2022 is starting and what we want out of the market This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2022-01-21
11 min
eSecLending Insights
The Quick Wrap on 2021
With plenty of holiday cheer, Team eSec recaps securities lending highlights and impact events from the year This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2021-12-21
14 min
eSecLending Insights
The Gift that Keeps on Giving
We love a good market prediction from Jim – rest of December going into 2022 This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2021-12-03
11 min
eSecLending Insights
Year-End Positioning and Checking In on Peer to Peer
Team eSec chats where peer to peer may be in 5 years, how the market is heating up, and how Bassler is cooling down in a major way. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2021-11-16
16 min
eSecLending Insights
Bring On More Rights. Less Short Covering Please.
Team eSec increases the volume chatting about recent short covering, more deal opportunities, ETFs and Jim's lack of trophies. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2021-11-08
15 min
eSecLending Insights
Good Moods All Around
Auction results are in and Jim's mood instantly improves This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2021-10-27
17 min
eSecLending Insights
CSDR: What Lenders Need to Know
How the Settlement Discipline Regime will improve operational efficiencies in European markets and what impacts may occur following the implementation This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2021-10-07
29 min
eSecLending Insights
Playoffs for Fixed Income Securities Lending
With Q3 behind us, the eSec Team focuses on what we should expect as we approach year-end for UST lending and the short-term cash markets. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2021-10-04
18 min
eSecLending Insights
Ice Cream with Sprinkles
With more corporate event trading occurring, the eSec Team breaks down how the securities lending revenue landscape is shaping up for some Lenders. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2021-10-01
11 min
eSecLending Insights
Everything Under the Summer Sun – From Capital Raising Trades to New Business Talk
The eSecLending Insights team missed one another while on vacation but they are back and fully recharged focused on trading, clients and what September may bring This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information
2021-08-26
18 min
eSecLending Insights
So Much to Talk About, So Little Time
eSec team covers it all - auction activity, Asia lending markets, Corporate Bonds, Saudi Arabia and more This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2021-07-12
16 min
eSecLending Insights
Team eSec Opens Up the Huddle Again
Get in on the latest eSec monthly market commentary discussion looking at positive demand factors across the securities lending market This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2021-06-14
24 min
eSecLending Insights
Capital Raises and Securities Lending
The eSecLending team breaks down how various capital raising activities drive securities lending demand. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2021-04-26
21 min
eSecLending Insights
Do You Want in On the Huddle
The eSec team shares a rare insight into our monthly huddles covering current equity and fixed income securities lending market activity for our clients. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2021-04-15
24 min
eSecLending Insights
US Treasury Lending: Don’t Underestimate the Dark Horse
Peter Bassler and Brooke Gillman chat with Mike Brooks on why the UST lending market is flush with activity and way more interesting than equity lending at the moment. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2021-03-23
21 min
eSecLending Insights
Jim’s Return from Vacation and the Case of the Missing Shorts
Jim Moroney, Peter Bassler and Brooke Gillman chat the latest on equity and corporate bond lending demand and wonder where all the directional shorts have gone. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2021-03-15
13 min
eSecLending Insights
All About the Deal – An M&A Securities Lending Trade Opportunity
Peter Bassler and Brooke Gillman chat with Mark MacNeill to understand securities lending demand dynamics for M&A securities. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2021-02-25
13 min
eSecLending Insights
Will 2021 Be the Year for New Markets?
Peter Bassler and Brooke Gillman chat with Ed Oliver on the latest progress towards opening new securities lending markets. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2021-02-04
21 min
eSecLending Insights
2021 Predictions by Jim
Peter Bassler, Brooke Gillman and Jim Moroney chat about the landscape for securities lending and foreshadow the market environment for securities lending. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2021-01-20
17 min
eSecLending Insights
Re-views and Pre-views - Final Analysis on 2020 and a Looking Glass into 2021
The eSec Team closes out 2020 with a lookback on this year's activity, how it compares to 2019 market level performance and more importantly what may be in scope for the securities lending market in 2021. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-12-09
28 min
eSecLending Insights
Pulse Check on the Securities Lending Market
Peter Bassler, Brooke Gillman and Jim Moroney chat again about where demand is in the securities lending market, post the U.S. election, during the second covid wave with vaccine news on the horizon and prior to year-end for this crazy and unpredictable 2020 year. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-11-13
14 min
eSecLending Insights
Aligning Securities Lending with Proxy & ESG Priorities
Peter Bassler and Brooke Gillman chat with Nathan Worthington from ISS about how the use of their corporate governance data has allowed beneficial owner clients to better manage the balance between securities lending and voting. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-10-15
17 min
eSecLending Insights
What Matters to Lenders
Jim takes the lead and chats with Brooke and Peter about how Lenders view Borrowers. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-09-21
15 min
eSecLending Insights
What Matters to Borrowers
Peter Bassler and Brooke Gillman chat with Jim Moroney about what matters to borrowers and how they view different lenders and program parameters. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-09-14
18 min
eSecLending Insights
Back Together Again
Peter Bassler, Brooke Gillman and Jim Moroney on what is happening in the market today and what securities lending demand may look like for the rest of the year. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-08-20
13 min
eSecLending Insights
Interview with OPERS and SWIB on GPFA Formation
Peter Bassler and Brooke Gillman chat with Jerry May from OPERS and Chris Benish from SWIB on how Global Peer Financing Association formed and what their own experiences have been in the peer to peer space. For more information, visit www.globalpeerassociation.org This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-08-10
22 min
eSecLending Insights
SFTR: Today’s the Day, Phase 1 & 2
Brooke Gillman speaks with Ed Oliver about SFTR including the intention behind the regulation, the work that has been done thus far, and today's implementation of Phase 1 and 2 for many market participants. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-07-10
28 min
eSecLending Insights
Cash Collateral Reinvestment Considerations
Peter Bassler and Brooke Gillman chat with Bill Locke about factors Lenders should consider when investing in government or prime money market funds for cash collateral. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-07-02
23 min
eSecLending Insights
Transparency, Reporting, and Performance Measurement in Securities Lending
Peter Bassler, Brooke Gillman and Nora Bowman discuss what beneficial owners should consider in managing their lending programs. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-06-23
21 min
eSecLending Insights
Pandemic Check In – Securities Lending Picking Up Momentum
Peter Bassler, Jim Moroney and Brooke Gillman review how the securities lending market has picked up steam since the start of the market turmoil in March. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-06-17
20 min
eSecLending Insights
Corporate Bond Lending Market
Peter Bassler, Brooke Gillman and Jim Moroney discuss the corporate bond lending market - how it works, why it is different and where the value comes from This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-06-04
19 min
eSecLending Insights
Why We Are Optimistic About Securities Lending Going Forward
eSecLending is optimistic about the horizon of the securities lending market even as we wade through this extraordinary time. During our latest podcast, Peter Bassler, Jim Moroney and Brooke Gillman discuss why we see signs of increased revenue opportunity for lending programs. This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-05-14
12 min
eSecLending Insights
Harmoniously Co-Existing: Sustainable Finance and Securities Lending
Harmoniously co-existing: Sustainable Finance and Securities Lending Brooke Gillman and Simon Lee chat with Matthew Chessum from Aberdeen Standard Investments and Radek Stech from the ISLA Council for Sustainable Finance on the subject of ESG and securities lending https://www.isla.co.uk/isla-council-for-sustainable-finance/ This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-05-04
27 min
eSecLending Insights
What’s Top of Mind Today? For Borrowers, Clients and Agent Lending Traders
Peter Bassler, Brooke Gillman and Jim Moroney chat what's top of mind today? For borrowers, clients and agent lending traders This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-04-23
13 min
eSecLending Insights
ETFs – Securities Lending Perspectives
Jim Moroney, Peter Bassler and Brooke Gillman discuss ETFs – Securities Lending Perspectives This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-04-15
15 min
eSecLending Insights
New Securities Lending Markets
Simon Lee talks with Ed Oliver on progress towards new securities lending markets This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-04-09
16 min
eSecLending Insights
State of Specials
Jim Moroney, Peter Bassler and Brooke Gillman discuss the state of specials - Part 1 This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-04-06
10 min
eSecLending Insights
SFTR Update
SFTR: What to know and how COVID-19 delayed implementation This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-03-31
07 min
eSecLending Insights
Quarter-End for Securities Lending during COVID-19
Peter Bassler, Brooke Gillman and Jim Moroney chat Quarter-end for securities lending during COVID-19 This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-03-31
10 min
eSecLending Insights
Short Selling Bans
Peter Bassler and Ed Oliver discuss securities lending and short selling bans – how they are being used today and what history has shown This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-03-27
05 min
eSecLending Insights
Uncharted Territory: Securities Lending Adjusting to New Market Environment
Uncharted territory: Securities lending adjusting to new market environment This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2020-03-26
08 min