Programme - CorpActions

CorpActions 2025

For 2025, we have introduced two streams. The wider asset servicing-focused stream is below, the Corporate Actions stream can be found here

The ongoing agenda will be continually updated with the finer discussion detail as we progress towards November 4th with our final speakers, content detail updates and more welcome surprises. Join us. There's never been a better time to meet the industry and engage with the forum.

					                8.30
					                 Registration Opens

Morning refreshment and pastries

Meet the exhibitors including product demonstrations and begin networking with your peers from across Europe

Sessions Begin Below From 9.30 a.m. After Chair's Keynote Speech

					                9.30
					                Class Actions

This session will review the current situation for Class Actions and should include

1. Class Actions and Collective Redress
2. Liability of Issuers and Individuals
3. Damages and Remedies
4. Procedural and Jurisdictional Challenges
5. Evolving Subject Matter
6. Litigation Funding and Economics of Cases
7. Settlement Dynamics and Governance

Trip Chong, Head of EMEA & APAC, Global Class Actions, Broadridge Investor Communication Solutions
Paul Gorman, Portfolio Accounting Supervisor, Marathon Asset Management
Noah Wortman, Head of Strategy, Walgate Litigation Management
Chris Williams, Vice President, Bench Walk Advisors Ltd

					                10.15
					                Digital Assets

Digital assets have revolutionised the financial landscape but have also introduced significant fragmentation due to the absence of standards. This session will review how standardisation and collaboration are framing the future of digital asset standards.

SWIFT has recently announced a new blockchain based ledge with 30 banks, which has great siginificance for asset servicing. See here and here. .

Simon Bennett, Principal, Domain Matters Moderator-Contributor
Karin Deridder, Digital Assets, SWIFT
Dr. Vic Arulchandran (CQF), Director, Head of Digital Product and Market Design, Clearstream
Philippe Mior, Product Strategy & Innovation, Head of Asset Servicing, Euroclear

					                10.45
					                Reconciliations

1. Strategic Role of Reconciliations
How reconciliations ensure accuracy in asset servicing and corporate actions.
Their role in protecting client assets and maintaining operational integrity.
Reconciliations as a foundation for trust in financial operations.

2. Types of Reconciliations
Cash vs. Stock reconciliations in the context of corporate actions.
Nostro and depot reconciliations: ensuring alignment between internal records and external holdings.
Internal vs. external reconciliations across systems and counterparties.

3. Operational Challenges
Data fragmentation and inconsistent formats across platforms.
Timeliness and frequency of reconciliations - daily, intraday, event-driven.
Exception management: identifying, categorizing, and resolving breaks efficiently.
Integration with corporate actions platforms and data lakes.

4. Future Outlook
Real-time reconciliations and the push for intraday transparency.

Robin Hasson, Head of Reconciliations Solutions, Smartstream
Emma Jamieson, Executive Director, Asset Services, Morgan Stanley
Gary Wright, Director, ISITC Europe

					                11.00
					                Networking  Break with Vendor Demonstrations 

					                  Meet the exhibitors  and network with your peers
				                  

					                11.30
					                Regulatory Reporting

This session will look at reporting issues from a regulatory and operational standpoint, including the current impacts on regulatory reporting driven by MiFID, EMIR, SFTR, ESMA, and the FCA.

Matthew Jones, (moderator)
Sethu Somasundaram, Head of Client Assets and Regulatory Reporting, Invesco
Christopher Mason, Head of Sales and Relationship Management , Regis-TR
Chad Giussani, Global Regulatory Reporting Subject Matter Expert, Markets Operations Compliance, Citi

					                12.15
					                Case Study and Interactive Session: Claims Processing

Led by both JPM and Hargreaves Lansdown - bringing a broker perspective - this session will review claims handling best practises and pitfalls and then engage audience interaction by opening it up the wider experiences and market practices of the room.

Learn therefore, not just from our SME speaking leads, but from the practitioners in attendance too. And make acquaintances across the industry.

Nick Morgan, Executive Director, J.P. Morgan
Paul Smith Head of Asset Servicing, Hargreaves Lansdown

					                13.00
					                Networking Lunch 
 Meet the exhibitors and network with your peers

				                  

					                2.00
					                A Practitioner-Led  Interactive Discussion On An Audience Chosen  Issue

Many attendees report to us in feedback that they benefit from learning within the recreation periods from the experiences and varied approaches of other attendees from across Europe. This year we will take a poll from our delegates after sufficient bookings have come in, to decide a leading point of discussion. We will then update the session's title.

If this approach works for attendees, is well received and beneficial in our feedback, then next year, we will create some formal roundtables for the attendees on a wider range of set discussion topics in a breakout room.

Additionally, if sufficient interest arises with many separate requests for a number of topics with this approach, then we may also add more additional discussion points below this for this November. Or we may include a market segment specific session, should the need (or requests) arise.

2.45

					                3.30
					                Networking Break - Afternoon Refreshments, Pastries and Reception With Sponsors

					                4.00
					                This Part Of The Event Is Now Finished For 2025 - Please Consider The Final Two Sessions In The CoAc Stream

Please Consider Joining The Final Two Sessions In The Adjoining Room

CorpActions 2025 For 2025, we have introduced two streams. The wider asset servicing-focused stream is below, the Corporate Actions stream can be found here

CorpActions 2025

For 2025, we have introduced two streams. The wider asset servicing-focused stream is below, the Corporate Actions stream can be found here