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Peer Connections

21 Episodes

15 minutes | Feb 9, 2023
The Northwestern Mutual Model
Chris Benish speaks with some of the newest GPFA members, Brian Yeazel and Kris Breitzman of Northwestern Mutual, about their approach to securities lending, repo, and cash collateral reinvestment and finds out what drove them to join GPFA.
26 minutes | Jan 19, 2023
Indemnification can no longer be ignored, the conversation continues
Following the first GPFA podcast on indemnification, Matt Brunette from NBIM, Chris Benish from SWIB and Jerry May from OPERS continue the conversation comparing their views on how the cost of indemnification may impact the global beneficial owner community as well as the broader market. Read Mark Faulkner's paper here: http://globalpeerfinancingassociation.org/s/Something-Better-Change-13622-Credit-Benchmark.pdf
28 minutes | Dec 19, 2022
Something has started changing: the cost of securities lending indemnification can no longer be ignored
Matt Brunette from Norges Bank Investment Management and Mark Faulkner from Credit Benchmark discuss how regulatory capital constraints are impacting the market and how agent banks are starting to respond with real change to the way they do business and what may happen next Read Mark's paper here: http://globalpeerfinancingassociation.org/s/Something-Better-Change-13622-Credit-Benchmark.pdf
20 minutes | Oct 27, 2022
The Pending Impact of Global Banking Regulations on the Buyside
GPFA speaks with Thomas Aubrey to understand the impacts banking regulations will have on buy-side participants in the securities finance market View Thomas' paper entitled ‘EU capital rules to increase buyside trading costs' here: https://www.creditbenchmark.com/eu-capital-rules-to-increase-buyside-trading-costs/
35 minutes | Oct 4, 2022
Total Fund Asset Allocation to Maximize Sharpe Ratio
Digging into the research, HOOP and SWIB presented their separate published papers on how to construct a better beta portfolio
24 minutes | Sep 16, 2022
Bridging the Gap between Strategic Allocation and Investment Risk
GPFA talks to Jacky Lee of HOOPP and Redouane Elkamhi of the Rotman School of Management about their research work and published paper titled “Bridging the Gap between Strategic Allocation and Investment Risk"
49 minutes | Sep 30, 2021
Institutional Investors Matter in ESG Investing
Lisa Mantello from Osler Hoskin & Harcourt LLP led a renowned group of global experts in ESG investing through an interactive debate on the developments affecting ESG and financing today. Gordon L. Clark, from Oxford University, Timothy Hughes and Michael Innes from Osler and Oly Moir and Azadeh Nassiri from Slaughter and May joined the discussion with GPFA's global buyside member community.
17 minutes | Jun 29, 2021
The AustralianSuper Model
Joris Hillmann, Michael Fitzsimmons and Shireen Silva discuss how AustralianSuper has evolved their securities lending program and what their build out plans are for the coming years as they focus on revenue, risk, collateral optimization and operational efficiencies on a global basis.
20 minutes | Apr 26, 2021
LIBOR is going away. Let’s talk transition.
Jerry May from OhioPERS and Lisa Mantello from the law firm Osler break down the facts and discuss what should be considered as part of the transition.
23 minutes | Apr 20, 2021
Securities lending and tail risk
Matt Brunette from NBIM joins us again to explain how risk modeling and analysis drives decision-making in their securities lending program
27 minutes | Apr 6, 2021
The NBIM Model
Matt Brunette walks us through the building blocks of the Norges Bank Investment Management securities lending program and how they slowly evolved by understanding risk, market demand and optimizing resources.
34 minutes | Feb 17, 2021
The Genesis of GPFA
Global Peer Financing Association (GPFA) founding members Rob Goobie (HOOPP) and Dan Kiefer (CalPERS) along with GPFA sponsor Lisa Mantello (Osler, Hoskin, & Harcourt LLP) speak with moderator Charles Quintal at the CAiP Vitual Conference in December 2020 about how the association was formed and the future goals of the GPFA.
13 minutes | Jan 19, 2021
Looking forward - GPFA's focus for 2021
After a successful first 6 months of membership growth, GPFA looks to strengthen the community of beneficial owners knowing that they are Better Together with a collective voice and the ability to rely upon each other for best practices and experience.
14 minutes | Dec 15, 2020
Legal speak: Securities lending and repo 101
Debbie Caruso from the Healthcare of Ontario Pension Plan (HOOPP) chats with Lisa Mantello from Osler, Hoskin & Harcourt LLP in Toronto about how securities lending and repo documents work when dealing with various counterparts.
10 minutes | Dec 1, 2020
Team OPERS chats cash collateral reinvestment
Greg Corcoran chats with his colleagues Jerry May and Michael Lotko at the Ohio Public Employees Retirement System (OPERS) about how they approach the investment of the cash collateral associated with their securities lending program.
19 minutes | Nov 19, 2020
The HOOPP model
Steve Anderson and Rob Goobie chat about how securities financing has evolved at the Healthcare of Ontario Pension Plan, known as HOOPP, and how their sophisticated approach to managing all financing activity in-house benefits their pensioners.
19 minutes | Nov 11, 2020
Non-Cash Collateral Opportunity
Speaking again to Dan Kiefer and Mike Johnson from CalPeRS about the market shift in collateral flexibility.
15 minutes | Oct 28, 2020
Credit chat - Getting to know your Peers
Dan Kiefer from CalPERS chats with Mark Faulkner from Credit Benchmark about credit views for non-traditional counterparts and how the peer to peer portion of the securities finance market may evolve.
16 minutes | Oct 15, 2020
The SWIB Model
Chris Benish, Ping Wong and Michael Stamm from the State of Wisconsin Investment Board review the past, present and future of securities financing activities at SWIB and discuss how peer to peer has allowed them to further optimize their counterparties.
12 minutes | Sep 28, 2020
The OPERS Model
Jerry May and Greg Corcoran from Ohio Public Employees Retirement System walk through the history and approach of securities lending at OPERS and how they constantly seek to innovate and learn from their peers.
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