eSecLending Insights: Recent Episodes

eSecLending

Always with a lens of what matters to beneficial owners, the team at eSecLending keeps it fresh and current with up to date perspectives on the latest securities finance market demand and other trends across the 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.

View Details

Team eSec unpacks the Fed's latest "hawkish hold," what it means for rates and reinvestment strategies, and highlights key securities lending opportunities including SpaceX, Birkenstock, and Medtronic. They also discuss evolving client priorities around balance sheet optimization and market trends.

Have a question? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Team eSec welcomes Matt Chessum from S&P Global Market Intelligence for a World Cup-inspired discussion of record H1 securities lending revenues. They explore the rise of Asian markets and ETFs, key revenue drivers, and why 2026 could become another record-breaking year.

Have a question? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Team eSec recaps a busy June, discussing quarter-end funding, equity financing, the Fed's latest outlook, SpaceX's market debut, and what liquidity trends could mean for the second half of the year.

Have a question? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Recorded live at the ISLA 33rd Annual Securities Finance & Collateral Management Conference in Lisbon, Team eSec is joined by Matt Brunette of Norges Bank Investment Management for a discussion on the evolving securities finance landscape. Topics include heightened funding demand, dynamic risk pricing, pledge structures, capital optimization, operational efficiency, AI, and the market trends shaping the future of securities lending.

Have a question? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Team eSec breaks down a packed June, from Russell reconstitution activity and the highly anticipated SpaceX IPO to shifting Fed expectations, rising Treasury yields, elevated lending volumes, and the market forces shaping the weeks ahead.

Have a question? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Team eSec breaks down the latest market dynamics shaping securities lending, from Middle East geopolitical tensions to shifting rate expectations and funding conditions. The team discusses cash reinvest performance, secured versus unsecured funding trends, IPO activity, and what upcoming regulatory and policy changes could mean for the months ahead.

Have a question? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Team eSec shares takeaways from recent industry events, emphasizing how rapid AI and technology changes are reshaping automation while maintaining strong relationships remains essential. They review IPO and corporate‑action lending opportunities, focusing on the NASDAQ 100's rule changes (IPO "fast entry") and what these shifts could mean for the market.

Have a question? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Team eSec breaks down Q1 securities finance activity, from funding‑market volatility and shifting rate expectations to evolving collateral trends. The team also unpacks the SEC's long‑awaited 15c3‑3 relief, its implications for equity collateral, and what it means for lenders and borrowers. They close with insights on career development in the industry and a quick look ahead at IPO market dynamics.

Have a question of your own? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Team eSec dives into recent market activity shaped by geopolitical conflict, shifting rate expectations, and notable moves across treasury and equity markets. They share insights on widening spreads, funding dynamics, regulation updates, and takeaways from the ISLA Americas Boston Briefing, while also previewing the upcoming PASLA conference.

Have a question of your own? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Team eSec digs into their first-ever listener question, exploring the surge in vendor platforms and whether the industry is headed toward consolidation or broader innovation. The conversation spans market‑structure shifts, sector volatility, macroeconomic cross‑currents, and what these forces mean for securities lending demand.

Have a question of your own? Submit it here: https://www.eseclending.com/insights/questions/

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.

View Details

Matt Chessum from S&P Global Market Intelligence joins Team eSec to discuss the significant trends in securities lending data for 2025. They cover everything from market performance, top revenue-generating securities, insights into various regions and asset classes, and some facts that may be fun from 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.

View Details

Team eSec closes out 2025 by discussing the challenges and successes the year, sharing insights on year-end market dynamics, and looking forward to the opportunities and trends for 2026.

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.

View Details

Matt Brunette from Norges Bank Investment Management joins Team eSec to discuss securities lending strategies, digital asset integration, and optimizing balance sheet 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.

View Details

Team eSec returns to discuss the state of the repo markets, the implications of quantitative tightening, the Fed's role in funding market normalization, and year-end funding pressures.

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.

View Details

Team eSec is back to discuss market trends and dynamics from meetings abroad and the ISLA Americas conference. They delve into tech innovations and beneficial owner participation and highlight the rise of automation, the importance of market diversification, and the increasing significance of conferences to build industry relations and share knowledge.

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.

View Details

Pirum's Zoë Balkwell and Rob Frost join Team eSec to discuss Trade Connect, market connectivity, and the role of AI in transforming securities finance. Hear how industry partnerships and smart innovation are shaping the next generation of trading solutions.

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.

View Details

Team eSec sits down with Glenn Havlicek and Bob Zekraus of GLMX for an insightful conversation on the evolution of securities financing. From startup struggles to market innovation, they explore how GLMX is reshaping repo and securities lending through technology, while looking ahead to ISLA Americas Conference.

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.

View Details

Team eSec dives into the pressures of September quarter-end, the evolving dynamics in equity and credit markets, and what's driving lender strategies across client types. From IPO activity to funding trends and conference buzz, the team shares insights on what's shaping the season.

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.

View Details

Team eSec returns to break down what's happening across the markets as summer winds down. From Fed rate expectations to deal flow, equity trends, and the impact of the Paramount-Skydance merger, they unpack what's shaping the season.

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.

View Details

Team eSec welcomes back Matt Chessum from S&P Global Market Intelligence to break down the key trends that shaped the securities lending market in the first half of 2025. With revenues up across the board, standout performance in Asia, and surging demand for ETFs and ADRs, the group dives into what's fueling the momentum and what could be next.

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.

View Details

Team eSec sits down with Ken DeGiglio, CIO, and Gary Klahr, Director, Strategic Initiatives and Product Manager for 1Source at EquiLend to explore 1Source, their new distributed ledger solution aiming to eliminate reconciliation in securities lending.

For more information about 1Source, please visit here: https://equilend.com/services/equilend-1source/

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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 based on such information.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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 for, decisions based on such information.

View Details

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.

View Details

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 current accuracy of, nor liability for, decisions based on such information.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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 Rules: Explanatory Note - ISLA (islaemea.org)

Something Better Change: Securities Lending Indemnification is Unsustainable in Its Current Form - Credit Benchmark

EU Capital Rules to Increase Buyside Trading Costs - Credit Benchmark

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.

View Details

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 Note - ISLA (islaemea.org)

Something Better Change: Securities Lending Indemnification is Unsustainable in Its Current Form - Credit Benchmark

EU Capital Rules to Increase Buyside Trading Costs - Credit Benchmark

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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.

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.

View Details

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.