Agenda: Annual Meeting

Tuesday, June 27, 2017
8:30 AM - 9:00 AM																Morning Coffee
9:00 AM - 9:10 AM																Welcome Address Mike Drake - Global Head of Subcustodian Relationship Management-Brown Brothers Harriman Andrew Barman - MD-The Network Forum Ltd
9:10 AM - 10:00 AM																“What Is The USP Of A Network Manager?” How market change is driving the changing role of the NM in the new environment. Regulation manager vs. compliance manager vs. network manager. What are the new emerging network business models/partnerships? Lee Burman - Executive Director-Morgan Stanley Georgiana Bobe - Head Of Network Management-Sumitomo Mitsui Trust Bank (U.S.A) Limited Andrew Osborne - Senior VP-Northern Trust
10:00 AM - 10:50 AM																DDQ Update – What Are The Gaps? And Where Is It Working? Veerle Damen - Global Head of Network Management-RBS Sharon Hunt - Director-Barclays - -
10:50 AM - 11:20 AM																Morning Coffee
11:20 AM - 12:10 PM																Emerging Markets - When’s The Last Time Someone Entered A New Market? Risk Vs. Reward In Focus. Mike Drake - Global Head of Subcustodian Relationship Management-Brown Brothers Harriman Dianne Heard - Director- Head of Europe and Deputy Head of Global Custody Network Management-Citi Eugene Orphanou - Director-The Bank of New York Mellon SA/NV
12:10 PM - 1:00 PM																Lobbying Change - How To Engage With Regulators So That They Can Shape Regulations That Are Geared Towards Pragmatic Solutions Habib Motani - Partner-Clifford Chance Annamaria Muzzo - Head of Network Management-Zurcher Kantonalbank Roswitha Schubert - Executive Director, Network Market Management-J.P. Morgan
1:00 PM - 2:00 PM																Lunch
2:00 PM - 2:40 PM																Contingency Planning Not just planning for a back-up provider, but also tech planning (how can we deliver an industry standard back up communication platform?) Miles Trueman - Network Manager - EMEA-Credit Suisse Bruce Perry - Network Management -Barclays Martyn Nott - Global Head of Network Management-Bank of America Merrill Lynch Terry Barber - Regulatory Operations Client Assets-Nomura
2:40 PM - 3:20 PM																Intraday Liquidity Management And Credit Lines – Is There A Disconnect Between What Regulators Expect And What Sub-Custodians Can Offer? What are the regulatory requirements and monitoring tools? Philippe Castelanelli - Global Head - Network Management & Market Intelligence-HSBC Philippe Vanin - Head of Financial Institution Management-Banque Pictet & Cie SA Natalie Berry - Director - Network Management-MUFG Securities
3:20 PM - 3:40 PM																Afternoon Tea
3:40 PM - 4:10 PM																The SuPerKiss – Giving Network Managers And Sub-Custodians The Survey We Need - -
4:10 PM - 5:00 PM																Brexit - How To Deal With Contractual Nightmares?
5:00 PM - 5:30 PM																Final Comments & Wrap Up
6:00 PM - 9:30 PM																Annual Meeting Welcome Reception hosted by The Network Forum and The Founding Partners @The Hilton

Wednesday, June 28, 2017
8:15 AM - 9:00 AM																Registration & Coffee
9:00 AM - 9:10 AM																Official Welcome & Opening Remarks Andrew Barman - MD-The Network Forum Ltd
9:10 AM - 9:50 AM																US Policy, Brexit and The Rise Of Nationalism – Facing Up To The Macro-Environment And Addressing Potential Operational Impacts John Hulsman - President-John C. Hulsman Enterprises
9:50 AM - 10:30 AM																Cyber Security In Context Could cybercrime be the source of the next financial crisis? What further requirements for oversight are there? How to measure and mitigate risk? And what are the costs to the providers and their clients? Should NWM include cyber security into next DD visits? What are agent banks and CSDs doing to reduce vulnerability? Patrick Wheeler - -CYBREPRENEUR Margaret Harwood-Jones - Managing Director, Co-Head, Financing and Securities Services-Standard Chartered Jamie Woodruff - CTO-MetrixCloud Ltd Phil Mort - Executive Director-J.P. Morgan
10:30 AM - 11:00 AM																THE PLATFORM VIEW I: Who Will Still Be In The Game In 10 Years? Chris Skinner - CEO-The Financial Services Club
11:00 AM - 11:30 AM																Morning Coffee
11:30 AM - 12:15 PM																Innovation Panel: Deconstructing Fintech, Blockchain and DLT – When Will There Be A Robust, Sustainable And Secure Offering – And How Exactly Will It Work In The Securities Market? What problems are actually being looked at that need to be solved? What solutions are being looked at? What are the legal hurdles? Will regulation assist FinTech development. How open and collaborative is the playing field and will there be harmonisation across blockchain plans for banks, CSDs and clearing houses? And the big question – is there a fundamental need? Luc Vantomme - MD, Business Development APAC-Euroclear Philippe Ruault - Head of Innovation & Digital Lab-BNP Paribas Securities Services Chris Skinner - CEO-The Financial Services Club Valerio Roncone - Head Product Management & Development-SIX Matthew Cook - Senior Market Manager - Capital Markets-SWIFT
12:15 PM - 1:00 PM																Commercial Aims Of Custodians & How To Get Profitable Again – Assessing The Next Radical Change In The Custody World To Help Secure Growth In The Business. In response to the changing role and increasing risks of the role (regulatory, capital, etc.) is the industry ready to reconsider pricing models and end the race to absolute zero? Reto Faber - EMEA Custody Head, Securities Services-Citi Goran Fors - Deputy Head of Investor Services-SEB - - Susanna Scheffold - Global Head of Securities Services-Unicredit Dominic Hobson - Co-Founder-Future of Finance
1:00 PM - 2:20 PM																Lunch and Work Group Lunchtables Geopolitcs Saudi Market Update Blockchain For Dummies I CEE I Cyber Security
2:20 PM - 3:00 PM																THE PLATFORM VIEW II followed by Interview: Open Collaboration In Order To Re-Engineer The Value Chain Markus Ruetimann - Chief Executive-Hardy London Ltd John Gubert - Chairman-GTL Associates
3:00 PM - 3:40 PM																Asset Manager Chatham House Rule Panel What are the operating demands, needs and expectations and how can we support these? With the increase in asset managers’ interest to absorb data what is being done to satisfy this interest? And are asset owners and/or asset managers driving the industry in the future? Mathieu Maurier - MD - SGSS Global Head of Sales & RM-Societe Generale Moulik Shah - Assistant VP - Network Management-Capital Group Murray Preston - Senior Relationship Manager-BlackRock Kudjoou Bakpessi - Supplier Relationship Manager-M&G Prudential
3:40 PM - 4:10 PM																Afternoon Break
4:10 PM - 4:20 PM																THE PLATFORM VIEW III: NM Day Summary – Key Findings Lee Burman - Executive Director-Morgan Stanley
4:20 PM - 5:05 PM																Local Market Offering In The Spotlight. Sub-Custodian Regionalisation – Is This The New Reality? What is the value of sustainability – is it just “paying for staying”? How do NMs cope with sub-custodians dropping out of markets? Some NMs wish to expand markets but few suppliers are adding markets. And with local custodian disintermediation how far will CSDs move up the value chain? Mike Drake - Global Head of Subcustodian Relationship Management-Brown Brothers Harriman Rob Scott - Managing Director - Global Head Market Infrastructure & Services-Commerzbank AG Attila Szalay-Berceviczy - Head of Group Securities Services-Raiffeisen Bank International David Booth - Director-HSBC
5:05 PM - 5:45 PM																DDQ Update - What’s Next? An update into how the project is progressing, aswell as potentially how we can we standardise responses. And how will agent banks handle additional questions? Stephen Burton - MD-AFME Philippe Laurensy - Managing Director-Euroclear Derek Duggan - Director, Sales and Product Development-Thomas Murray Network Management Ltd - -
5:45 PM - 6:00 PM																Chairman’s Wrap Up
7:00 PM - 11:00 PM																Evening Reception hosted by Citi, Deutsche Bank, HSBC and Unicredit : 19.00 - 23.00

Thursday, June 29, 2017
8:00 AM - 9:00 AM																“TechBrek” Innovation & Technology Breakfast Innovation In The Post-Trade Industry - A Dive Into New Initiatives In The Pipeline Owen Jelf - Senior Managing Director-Accenture Ross McGill - MD-GlobeTax Demi Derem - General Manager, International Bank Broker Dealer-Broadridge Financial Solutions Mark John - Head of Product and Business Development-BNY Mellon Mark Kerns - CEO-Adapa Advisory
9:00 AM - 9:10 AM																Chairman’s Welcome Bruce Lawrence - MD-HBL Consultancy Services
9:10 AM - 9:50 AM																Has T2S Changed The Landscape As Expected? And What Are The Collaboration & Collateralisation Benefits Now? - - Swen Werner - Md-State street Allison Levy - Director-BNY Mellon Karen Birkel - Chairperson of the Change Review Group-European Central Bank
9:50 AM - 10:30 AM																T2S Case Study Eugene Kemp Meintjes - Executive Director - Strategy & Development-UBS Switzerland AG Alex Todd - Head of EMEA Bank Sales, Securities Services-Citi Guido Wille - Member of the Executive Board-Clearstream
10:30 AM - 11:00 AM																Morning Coffee
11:00 AM - 12:00 PM																THE PLATFORM VIEW IV: Brexit & Clearing Followed by Panel Access To Central Clearing & Recent CCP Activity – What’s The Latest? Günter Schnaitt - Head of Global Securities Services Austria-UniCredit Bank Austria Dr. Kay Swinburne - Vice Chair of Financial Services-KPMG UK Vikesh Patel - Head of UK & Ireland-SWIFT Rafael Plata - Secretary General-EACH Marcin Truchanowicz - Managing Director-KDPW_CCP
12:00 PM - 1:00 PM																CSDR – How Much Alignment Has There Been? Account Segregation – How Are The New Rules Playing Out And How Far Should We Go In The Chain? Who knows the rules and how to avoid the inconsistencies? Upcoming changes and how to manage vs. managing ongoing obligations. Ulf Norén - Cash and Sub Custody-SEB Jim Micklethwaite - Director - Head of Operations-Thomas Murray Anna Kulik - Secretary General-ECSDA Philip Brown - CEO-Clearstream Charles Boniver - Customer Experience/Standards Implementation-SWIFT
1:00 PM - 2:20 PM																Lunch and Work Group Lunchtables: Africa APAC Central & South America Brexit CSDR
2:20 PM - 2:45 PM																MifiD –Opportunities Or Threat? What upcoming pressures on collateral can we expect and what change in strategy needs to occur? And how will agent banks manage requests? Habib Motani - Partner-Clifford Chance
2:45 PM - 3:30 PM																Outsourcing Local Vs. Offshore. Partnering Vs. Traditional post-trade solutions. How does new innovation shape future trends? How does regulators’ approach change by region/geography? Will the US lead the resurgence of protectionism? Clive Triance - Managing Director, Global Head of Banks and Broker Dealer Sector-HSBC Alan Cameron - Head of Financial Institutions & Corporates Client Line Advisory, BNP Paribas Securities Services-BNP Paribas Securities Services Alex Krunic - Head of Sales & Relationship Management - Global Broker Dealer Services-Societe Generale John Gubert - Chairman-GTL Associates
3:30 PM - 3:50 PM																Afternoon Break
3:50 PM - 4:40 PM																Closing Panel: Charting The Future Growth Of Risk Management And How To Manage A Longer Custody Chain Nicholas Bone - CEO-EquiChain Julia McKenny - Executive Director, Market Advocacy-Standard Chartered Bank Rob Scott - Managing Director - Global Head Market Infrastructure & Services-Commerzbank AG Radek Ignatowicz - Head of GSS Poland and FI-Raiffeisen Bank Joanna Gawlicka - -Linklaters
4:40 PM - 5:00 PM																Final Words & Close Of 2017 Annual Meeting
7:00 PM - 11:00 PM																Evening Reception hosted by Clearstream, Raiffeisen Bank International and Standard Chartered : 19.00 - 03.00