Shows
eSecLending Insights100 Episodes: A Centennial CelebrationBrooke 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.
2025-07-1126 mineSecLending InsightsTransitions, T+1, and the Future of Post-Trade: Live from ISLA in MadridRecorded 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.
2025-06-1822 mineSecLending InsightsCanada Brings the Energy and Spain Brings the HeatTeam 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.
2025-06-1218 mineSecLending InsightsFrom Vortex to VolatilityTeam 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.
2025-05-2820 mineSecLending InsightsHang 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.
2025-04-1726 mineSecLending InsightsAct Now! The Road to T+1 in the UK and EUAs 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...
2025-04-0738 mineSecLending InsightsHot Topics at PASLAJim 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.
2025-03-1724 mineSecLending InsightsSo Much Flow...Across the Securities Financing MarketTeam 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.
2025-02-1830 mineSecLending InsightsWe'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.
2025-02-0418 mineSecLending InsightsOnward and UpwardMarket 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.
2025-01-3119 mineSecLending InsightsMore Data, More Data, More DataTeam 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.
2025-01-2126 mineSecLending InsightsA Very Merry Chessum Takeover and a 2024 Recap CompetitionThe "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.
2024-12-1129 mineSecLending InsightsGetting 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.
2024-12-0419 mineSecLending InsightsA New Chapter with ISLA AmericasBrooke 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...
2024-11-2119 mineSecLending InsightsTrading on TourTeam 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.
2024-10-3121 mineSecLending InsightsBELIEVETeam 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...
2024-10-1022 mineSecLending InsightsThe Pregame Show: ISLA AmericasAs 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.
2024-10-0831 mineSecLending InsightsLife after SIRI and Joining the Justice LeagueAs 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.
2024-09-1820 mineSecLending InsightsThe 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.
2024-08-0630 mineSecLending InsightsA Lot on the HorizonMatt 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.
2024-07-2530 mineSecLending InsightsThe Story Behind Visa's DemandBrooke 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.
2024-06-2818 mineSecLending InsightsBonjour from ISLABrooke 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.
2024-06-2126 mineSecLending InsightsAll the Love for CanadaMatt 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.
2024-05-2331 mineSecLending InsightsQuick Hit with Team eSecTeam 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.
2024-05-1311 mineSecLending InsightsTotal Eclipse of the PodTeam 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.
2024-04-1616 mineSecLending InsightsMarket Focused at PASLATeam 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.
2024-03-1521 mineSecLending InsightsOh, the Places We’ll Go! Solving Pain Points and Enabling Efficiencies Along the WayTeam 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.
2024-03-0125 mineSecLending InsightsRed Light, Green Light: Pulse on the Securities Financing MarketsJoin 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.
2024-02-2319 mineSecLending InsightsWe are at an Inflection PointFresh 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.
2024-02-0522 mineSecLending InsightsAnother 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.
2024-01-1725 mineSecLending InsightsYear-End Recap and Happy in the New YearJoin 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.
2024-01-0921 mineSecLending InsightsWrapping it Up in 25 Words or Special-LessJoin 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.
2023-12-1223 mineSecLending InsightsIncreasing Transparency, SEC Rule 10c-1Regulatory 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.
2023-12-0831 mineSecLending InsightsLife 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.
2023-10-1824 mineSecLending InsightsRMA Pregame – More Mature, More Accelerated and Turning Up the HeatTeam 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.
2023-10-0632 mineSecLending InsightsBattle Ready for Basel III Endgame - Part 2Banks 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...
2023-09-2734 mineSecLending InsightsBattle Ready for Basel III Endgame - Part 1Banks 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...
2023-09-2131 mineSecLending InsightsA Tale of Two Deal NamesJoin 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.
2023-08-2819 mineSecLending InsightsMaking Lemonade: The Best Q2 in 15 YearsMatt 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.
2023-07-1733 mineSecLending InsightsGetting Ready for the SEC’s Proposed US Treasury Central Clearing RequirementChris 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.
2023-06-2638 mineSecLending InsightsPlace Your Bids and Cast Your VotesExclusives 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.
2023-06-0520 mineSecLending InsightsMake 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.
2023-05-1526 mineSecLending InsightsFiring on All Cylinders - Securities Lending Specials Activity IncreasesMatt 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.
2023-05-1027 mineSecLending InsightsAnything but BoringTeam 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
2023-04-0616 mineSecLending InsightsMarket Volatility Creates New DemandFollowing 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
2023-03-1719 mineSecLending InsightsDrivers 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
2023-01-1830 mineSecLending Insights2023 Prediction: Indemnification and DisruptionTeam 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
2023-01-0919 mineSecLending InsightsDeeper Insights Into the Data with EquiLendNancy 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
2022-11-1422 mineSecLending InsightsA Look Ahead to ISLA’s Annual Post Trade ConferencePirum 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
2022-10-3128 mineSecLending InsightsPost RMA Recap - Getting in on the HuddleJoin 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
2022-10-2119 mineSecLending InsightsRMA is Back and Technology Solutions are Driving Real Market ChangeTeam 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.
2022-10-1038 mineSecLending InsightsSwimming Against the TideTeam 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
2022-09-2618 mineSecLending InsightsWhen Securities Lending has the Best Half-Year Performance in 14 yearsExpanding 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
2022-08-2619 mineSecLending InsightsSpecials Heating Up and Shifting Collateral, For the MomentInterest 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
2022-07-1113 mineSecLending InsightsVolumes are Up, Specials Make an Appearance, and RWA All the TimeTeam 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
2022-06-0617 mineSecLending InsightsCompetition Across Trading DesksTeam 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
2022-04-1220 mineSecLending InsightsVolatility is Here but so is UncertaintyTeam 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
2022-03-1516 mineSecLending InsightsIPO Lockup Expiration Supply and a Pick Up Elsewhere in UtilizationTeam 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
2022-02-1416 mineSecLending InsightsAnd 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
2022-02-0319 mineSecLending InsightsEverything is Cyclical, but We Need More Than M&ATeam 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
2022-01-2111 mineSecLending InsightsThe Quick Wrap on 2021With 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
2021-12-2114 mineSecLending InsightsThe Gift that Keeps on GivingWe 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
2021-12-0311 mineSecLending InsightsYear-End Positioning and Checking In on Peer to PeerTeam 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
2021-11-1616 mineSecLending InsightsBring 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
2021-11-0815 mineSecLending InsightsGood Moods All AroundAuction 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
2021-10-2717 mineSecLending InsightsCSDR: What Lenders Need to KnowHow 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
2021-10-0729 mineSecLending InsightsPlayoffs for Fixed Income Securities LendingWith 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
2021-10-0418 mineSecLending InsightsIce Cream with SprinklesWith 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
2021-10-0111 mineSecLending InsightsEverything Under the Summer Sun – From Capital Raising Trades to New Business TalkThe 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
2021-08-2618 mineSecLending InsightsSo Much to Talk About, So Little TimeeSec 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.
2021-07-1216 mineSecLending InsightsTeam eSec Opens Up the Huddle AgainGet 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.
2021-06-1424 mineSecLending InsightsCapital Raises and Securities LendingThe 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.
2021-04-2621 mineSecLending InsightsDo You Want in On the HuddleThe 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.
2021-04-1524 mineSecLending InsightsUS Treasury Lending: Don’t Underestimate the Dark HorsePeter 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.
2021-03-2321 mineSecLending InsightsJim’s Return from Vacation and the Case of the Missing ShortsJim 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.
2021-03-1513 mineSecLending InsightsAll About the Deal – An M&A Securities Lending Trade OpportunityPeter 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.
2021-02-2513 mineSecLending InsightsWill 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.
2021-02-0421 mineSecLending Insights2021 Predictions by JimPeter 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.
2021-01-2017 mineSecLending InsightsRe-views and Pre-views - Final Analysis on 2020 and a Looking Glass into 2021The 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.
2020-12-0928 mineSecLending InsightsPulse Check on the Securities Lending MarketPeter 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.
2020-11-1314 mineSecLending InsightsAligning Securities Lending with Proxy & ESG PrioritiesPeter 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.
2020-10-1517 mineSecLending InsightsWhat Matters to LendersJim 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.
2020-09-2115 mineSecLending InsightsWhat Matters to BorrowersPeter 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.
2020-09-1418 mineSecLending InsightsBack Together AgainPeter 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.
2020-08-2013 mineSecLending InsightsInterview with OPERS and SWIB on GPFA FormationPeter 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.
2020-08-1022 mineSecLending InsightsSFTR: Today’s the Day, Phase 1 & 2Brooke 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.
2020-07-1028 mineSecLending InsightsCash Collateral Reinvestment ConsiderationsPeter 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.
2020-07-0223 mineSecLending InsightsTransparency, Reporting, and Performance Measurement in Securities LendingPeter 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.
2020-06-2321 mineSecLending InsightsPandemic Check In – Securities Lending Picking Up MomentumPeter 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.
2020-06-1720 mineSecLending InsightsCorporate Bond Lending MarketPeter 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.
2020-06-0419 mineSecLending InsightsWhy We Are Optimistic About Securities Lending Going ForwardeSecLending 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.
2020-05-1412 mineSecLending InsightsHarmoniously Co-Existing: Sustainable Finance and Securities LendingHarmoniously 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.
2020-05-0427 mineSecLending InsightsWhat’s Top of Mind Today? For Borrowers, Clients and Agent Lending TradersPeter 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.
2020-04-2313 mineSecLending InsightsETFs – Securities Lending PerspectivesJim 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.
2020-04-1515 mineSecLending InsightsNew Securities Lending MarketsSimon 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.
2020-04-0916 mineSecLending InsightsState of SpecialsJim 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.
2020-04-0610 mineSecLending InsightsSFTR UpdateSFTR: 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.
2020-03-3107 mineSecLending InsightsQuarter-End for Securities Lending during COVID-19Peter 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.
2020-03-3110 mineSecLending InsightsShort Selling BansPeter 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.
2020-03-2705 mineSecLending InsightsUncharted Territory: Securities Lending Adjusting to New Market EnvironmentUncharted 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.
2020-03-2608 min