Name: CSDR settlement discipline – hurdles in the final lap?
Start: 2020-06-25T07:30:00Z
End: 2020-06-25T07:30:58.000Z
Location: BrightTALK
Rating: 4.9

Please join us for this unique opportunity to hear from the Chairs of the Irish Funds Council and the Irish Association of Investment Managers.

During this session, Lisa and John will share insights from their respective organizations as well as their views for the year ahead and beyond.

Moderated by HSBC’s Tony McDonnell, they will discuss what their priorities are, the opportunities they see and the challenges that will have to be overcome.

Tony McDonnell: Global Head of Private Assets & Ireland Country Head, Securities Services, HSBC
 
Lisa Kealy: Irish Funds Council Chair & Partner, Irish Wealth & Asset Management Leader, EY

John Corrigan: Chairman, Irish Association of Investment Managers (IAIM)

The Period Ahead – Evolution in the Irish asset management industry

Please join HSBC’s Securities Services regulatory webinar highlighting the key global regulatory changes to watch out for in 2021/22.

Our expert panel will discuss the major developments anticipated across Asia Pacific, Europe, the Middle East and the United Kingdom. We will explore what asset managers, custodians and insurance firms should practically expect across Digital, ESG, Fund Manufacture and Distribution, Investor Protection and Securities Markets Reform policy priorities.  We are expecting a highly interactive Q&A to make this a lively and informative discussion.

Moderator
Paul Ellis
Global Head of Regulatory and Tax, Product
Markets & Securities Services, HSBC

Panellist
Monica Sah
Partner, Banking & Finance
Clifford Chance, London

Panellist
Henry Raschen
Director, Regulatory Outlook
Markets & Securities Services, HSBC

Panellist
Ganesh Valakati 
Head of Regulatory Product Management, Asia Pacific
Markets & Securities Services, HSBC

Panellist
Su Cheen Chuah
Partner, Financial Services, 
Deacons, Hong Kong

Global regulations to watch in 2021/22

Join HSBC’s Capital Markets Teams for a roundtable discussion on the current state of the LIBOR transition, the progress made in 2020 as well some of the key milestones to expect in 2021. This session will be open to Q&A throughout the call

Roundtable Discussion on status of LIBOR Transition

Securities Services Live Webinar.

Moderator: Riccardo Millich, Associate Director Business Development, Markets and Securities Services, HSBC

Speakers: 

Jon Willis, Global Head of GDTA Operations, UK TA Investor Services, Markets and Securities Services, HSBC

Ric Vanweelden, Senior Partner and Strategy Consultant, INDEFI

Christophe Orly, Global Investment Strategist, Head of Business and Senior Advisor, INDEFI

Fund Distribution trends post COVID - what/where/how to successfully distribute

HSBC was proud to be named Investment Bank of the Year for Sustainability in 2020. In this webinar, HSBC brings together its experts from across the firm who deal with ESG and ETFs; discussing two of the biggest investment themes in the market in one place. HSBC is well placed in its breadth of activities with ETFs, from end investors at the Private Bank, to data specialists in Securities Services, to the Market Making and the capital market support functions within the Investment Bank, to the manufacturing of ETFs at HSBC Asset Management. 

We will be sharing our thoughts on ESG ETF portfolio construction, prevailing and emerging product themes as well as offering our insights into ESG investor attitudes and key considerations for investing. 

This is an event you won’t want to miss!

14:00 – 14:45 (GMT)  |  09:00 – 09:45 (EST)

ESG ETFs: HSBC Insights for 2021

HSBC was proud to be named Investment Bank of the Year for Sustainability in 2020. In this webinar, HSBC brings together its experts from across the firm who deal with ESG and ETFs; discussing two of the biggest investment themes in the market in one place. HSBC is well placed in its breadth of activities with ETFs, from end investors at the Private Bank, to data specialists in Securities Services, to the Market Making and the capital market support functions within the Investment Bank, to the manufacturing of ETFs at HSBC Asset Management. 

We will be sharing our thoughts on ESG ETF portfolio construction, prevailing and emerging product themes as well as offering our insights into ESG investor attitudes and key considerations for investing. 

This is an event you won’t want to miss!

09:00 – 09:45 (GMT)  |  17:00 – 17:45 (HKT)

Asset pooling has been one of the biggest trends over the last few years as European insurers have sought to improve investment performance, create operational efficiencies and reduce costs. The benefits are clear and proven. But what are the next steps for European insurers in respect of asset pooling?  

You are invited to join us for a webinar where we will examine the evolution and possibilities of these pooled investment structures, as well as the investment restrictions and challenges.

Securities Services – Asset Pooling for Insurers: What’s next for Europe?

With 2020 coming to an end, where are we in terms of international tax policy for global asset owners investing in cross-border securities? What are the challenges, solutions and opportunities that we should be watching out for? How will the future global tax landscape unfold? 

There have recently been significant global tax policy changes for both asset owners and global custodians alike. More is expected down the road. HSBC’s webinar will be an inflection point for the financial services industry; considering source country taxing rights to practical considerations for withholding tax efficiency and tax risk management. 

Join our panel of experts who will examine the current international tax trends and foresights relevant to the global environment we find ourselves operating in.  

Moderator:
Paul Ellis 
Head of Product Regulation & Tax 
Securities Services, HSBC

Gavin Kan
Head of Product Tax
M&G 

Tim McManus 
Senior Manager Tax & Finance  
First State Investments 

Ross Henderson 
Senior Product Tax Manager 
Securities Services, HSBC

Paul Radcliffe
Tax Partner
EY

Chris Hewitt 
Senior Tax Manager 
The Investment Association

What is the future for global cross-border investment taxation?

In this episode of the HSBC IBOR Transition Webinar Series, members of HSBC’s Thought Leadership and Capital Markets teams will discuss a number of developments, including: 

-          Adoption of risk free rates across markets
-          ISDA’s updated definitions and fallback rates
-          Evolution of loan market conventions
-          Accounting and tax considerations
-          Upcoming milestones

HSBC IBOR Webinar Series: Progress Towards and Preparations for Transition

HSBC has launched a reporting service that provides our Securities Services clients with independent measurement of how focused their listed asset investments are on environmental, social and corporate governance (ESG) issues.  

This new service will allow you to keep track of the ESG ratings of your large holdings, helping you to meet the increased demand for greater transparency and more insight in this area. 

The reporting service will consist of a monthly reporting dashboard, including portfolio-level analysis using ESG ratings and carbon emissions data.  It will use ESG scores and ratings from leading ESG rating providers, such as MSCI, Sustainalytics and Vigeo Eiris, and can be applied equally to specialist ESG and non-ESG portfolios.

To support the launch of this service, HSBC will host two webinars on 5 August.

Moderator: 

Glenn Kennedy, Chief Executive Officer, Sustainability Leader, HSBC Institutional Trust Services (Asia) Limited and Head of Trustee & Fiduciary Services – Asia Pacific 

Speakers: 

Chris Johnson, Senior Product Manager, Market Data, Markets & Securities Services, HSBC

Samantha Ray, Senior Product Manager, Insurance Sector, Markets & Securities Services, HSBC

Ganesh Valakati, Senior Product Manager, Asset Managers Sector & Regulations, Markets & Securities Services, HSBC

HSBC launches ESG Portfolio Reporting Service

Financial services firms – irrespective of whether they are banks, brokers, intermediaries, asset managers or asset owners – are seeing some postponements, but no real reduction in the volume, of regulatory change impacting their global businesses into 2021.

Join our panel of specialists for our 2020/21 Regulatory Outlook webinar for an overview of the potential challenges and opportunities that the future changes may present.

Moderator:
Henry Raschen, Director, Regulatory Outlook, HSBC

Panellists:
Ganesh Valakati
Director, Regulatory Product Management, HSBC

Chris Johnson
Director, Product Management – Market Data, HSBC

Ross Henderson
Senior Product Manager – Global Custody, HSBC

Global Regulations to Watch into 2021

Please join Securities Services for a webinar which will examine the trends as asset managers seek to deal with the wide-scale industry transformation being driven by increased competitive rivalry in the form of passive management, regulatory oversight, individualisation of savings, “digital revolution” and a post COVID-19 landscape. 

As part of this webinar, we will share insights into the decisions asset management firms are taking to deal with this “disruption”, in order to capitalise on future opportunities to develop their businesses.

Moderated by David Kane, Head of Business Development, Asset Managers Sector, Ireland who is joined by Jon Willis, Global Head of Distribution Support and Transfer Agency, HSBC Securities Services and Ric van Weelden, Senior Partner and Christophe Orly, Senior Advisor from INDEFI.

Fund Distribution & Global Transfer Agency post COVID-19

In these challenging times, we invite you to join us for a discussion of the impact of COVID-19 on FX markets and FX risk management considerations for corporates.

COVID 19 and FX Markets: Considerations for FX Risk Management - Canada

Join HSBC Securities Services when we will discuss across 3 dimensions of the IBOR replacement challenge:

•             intentions and views from regulators
•             the impact on the buy side and intermediaries
•             the impact on the sell side

End of the road for (L)IBOR: implications for asset managers and asset owners

Please join us for this Securities Services regulatory webinar from HSBC.

The settlement discipline regime of the European Union’s Central Securities Depositories Regulation (CSDR) is scheduled to apply from 1 February 2021. Firms are entering the final lap of their preparations and testing, but several hurdles and unknowns stand in their way. Efforts are underway to resolve or work around issues including finding buy-in agents, treatment of ETFs, apparent asymmetry for buy-in compensation, buy-in reporting, new issuance, contractual settlement, and the receiving party’s requirement to put a settlement on hold.

In the webinar, our panel of experts from HSBC and Goldman Sachs will set out their view of the path ahead on the CSDR settlement discipline regime, explaining the current issues, and setting how they might be addressed.

CSDR settlement discipline – hurdles in the final lap?

Securities

Regulations

Regulatory

Effective financial management strategies can help organizations meet their business objectives. The financial management community on BrightTALK is made up of engaged finance and accounting professionals. Find relevant webinars and roundtable discussions featuring financial planning advice from industry thought leaders and insights into optimizing financial reporting, accounting, risk management and value measurement.

Financial Regulation

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

CSDR settlement discipline – hurdles in the final lap?

Presented by

About this talk

More from this channel