Peer Connections

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"

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.

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.

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.

Matt Brunette from NBIM joins us again to explain how risk modeling and analysis drives decision-making in their securities lending program

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.

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.

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.

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.

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.

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.

Speaking again to Dan Kiefer and Mike Johnson from CalPeRS about the market shift in collateral flexibility.

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.

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.

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.

Dan Kiefer and Mike Johnson chat about the history and evolution of the securities lending program at CalPERS, their current strategies and how peer lending fits into their model.