JOIN. ENGAGE. LEAD.

The ORIGINAL industry wide conference sponsored and developed by securities lending and borrowing professionals for securities lending and borrowing professionals.

The Ritz-Carlton, Naples Naples, FL October 9–12, 2017

Enterpr i se R isk • Cred i t R isk • Marke t R isk • Opera t iona l R isk • Regu la to ry Comp l i ance • Secur i t i es Lend ing

We are honored to invite you to RMA’s 34th Annual Conference on Securities Lending, the industry’s premier securities lending conference. The conference will take place from October 9-12, 2017 at The Ritz-Carlton Naples, Naples, FL. Join industry leaders like yourself from agent lenders, borrowers, beneficial owners, and hedge funds and engage in forward-looking discussions on regulatory and market influences affecting our business. Additionally, the conference gives you an unmatched opportunity to meet and network with your significant counterparties.

The conference steering committee has developed an extensive business program providing practical solutions to current industry challenges you are facing designed to be immediately put into action. The steering committee as well as the moderators and panelists are industry experts representing a wide range of experience. Take advantage of Tuesday’s preconference sessions discussing global markets and the latest industry trends, geopolitical risks and the evolving state of global regulation, and a discussion on Latin American markets and the opportunities they present for the industry.

To highlight this year’s conference, we are privileged to welcome Seth B. Carpenter, Chief US Economist for UBS who will discuss the outlook for the US economy and the implications for monetary policy on Wednesday, October 11.

Additional conference sessions will give you insight into the future state of securities lending operations and the impact of changing business models, the status of CCPs as a lending model solution, the continuing impacts of money market reform, and the potential for new technologies to disrupt the current state of securities lending. The conference will once again conclude with industry leaders debating the future of securities finance. We encourage you to attend these sessions and actively participate in the discussions to promote dialogue, share ideas, and debate the challenges facing our industry. Please take a moment to review the business program and information provided.To make the most of your conference experience, join your peers as the conference opens with the Welcome to Naples Networking Reception on Monday, October 9th and stay following the business program for the closing reception on Thursday evening.

There are no forms to complete, just visit www.rmahq.org/asl2017 to register for the conference and make your hotel reservations.

We look forward to seeing you in Naples!Sincerely,

Brendan CusickConference Co-chairManaging Director, Head of Securities Lending Trading and Inventory Management, UBS

Jill RathgeberConference Co-chairManaging Director, Product and Strategy, BNY Mellon

CONFERENCE COMMITTEEBrendan Cusick Jill Rathgeber

DEAR COLLEAGUES

Fran Garritt, RMA

Glenn Horner, State Street

Sandra Linn, Northern Trust

Thomas Poppey, Brown Brothers Harriman

Anthony Toscano, Deutsche Bank

Jane Wagner, Vanguard

Mark Whipple, Goldman Sachs

JOIN. ENGAGE. LEAD.

• Emmanuel Aidoo, Director, Credit Suisse

• Nancy Allen, Global Product Owner, DataLend

• David Aman, Counsel, Debevoise & Plimpton LLP

• Elaina Benfield, Senior Counsel, Vanguard

• James Buckland, Managing Director, UBS

• Seth B. Carpenter, Chief US Economist, UBS

• Alina Casner, Senior Managing Counsel, & Managing Director, BNY Mellon

• Arianne Collette, Executive Director, Morgan Stanley

• Brendan Cusick, Managing Director, UBS

• Timothy D’Arcy, Senior Vice President, FIS Astec Analytics

• Eric Hiatt, Director, BlackRock

• Glenn Horner, Managing Director, State Street

• Bill Kelly, Managing Director, BNY Mellon,

• Travis Keltner, Vice President, State Street

• Laura Klimpel, Executive Director, DTCC

• Christopher Kunkle, Managing Director, BMO Global Asset Management

• Michael Landolfi, Managing Director, BNY Mellon

• Sue Ljekperic, Director, UBS

• Gregory Lyons, Partner, Debevoise & Plimpton LLP

• Ianthus Martin, Director, BlackRock

• William Mascaro, Director, Citi

• Michael McAuley, Managing Director, BNY Mellon

• Kristin Missil, Senior Vice President, Northern Trust

• Ciaran O’Flynn, Managing Director, Morgan Stanley

• Federico Ortega, Head, Securities Lending, Nacional Financiera

• Christopher Owens, Executive Director, Morgan Stanley

• Eugene Picone, Director, Scotiabank

• Samuel Pierson, Director, IHS Markit

• Thomas Poppey, SVP/Global Securities Lending, Brown Brothers Harriman & Co

• Matthew Puscar, Executive Director, J.P. Morgan

• Jill Rathgeber, Managing Director, BNY Mellon

• S. Dean Sakati, Senior Managing Director, State Street

• Matthew Sarson, Managing Director, J.P. Morgan

• Yury Shmuylovich, Managing Director and Co –Head Global Equity and Commodity Group, National Bank of Canada

• Greg Szabo, Director, Credit Suisse

• Martin Tell, Senior Vice President, State Street Global Markets

• John Templeton, Managing Director, BNY Mellon

• Jane Wagner, Global Head of Securities Lending, Vanguard Group

• Miguel A. Zapatero, Chief Business Development Officer, Lima Stock Exchange

Brendan Cusick, Managing Director, Head of Securities Lending Trading and Inventory Management, UBSBrendan Cusick is a Managing Director and Head of Securities Lending Trading & Inventory Management in the Americas at UBS. An 18 year UBS veteran, he spent 12 years as a trader in the Equity Derivatives and Convertible Bond teams before joining the Global Financing Services business in 2011. Brendan has a BS in Mathematics from the University of Michigan, a MS in Financial Mathematics from the University of Chicago, and is a CFA Charterholder.

Jill Rathgeber, Managing Director, Product and Strategy, BNY MellonJill Rathgeber is a Managing Director and Securities Finance Product Strategy Manager within BNY Mellon Markets. She joined the firm in May 2013 and is responsible for overseeing the expansion of the agency and principal securities finance businesses through new product development, geographical expansion and new trade structures. Prior to joining BNY Mellon, Jill spent 20 years with State Street Global Markets’ Securities Finance division in various roles. While at State Street, Jill managed the U.S. product development team responsible for conducting the due diligence for all new products and product expansions for both the agency lending and principal lending businesses. She also spent several years as an International Equities Trader covering global equity markets, including time spent in Tokyo covering Asian equity markets, and held various positions within Securities Finance Operations. Jill holds a B.S. in Business Administration from Providence College and an M.B.A. from Suffolk University.

Seth B. Carpenter, Chief US Economist, UBSSeth Carpenter is the US Chief Economist at UBS. Before joining UBS, he was Head of US Research at Rokos Capital Management. Prior to this position, he had a long and distinguished career in the public sector. Seth was at the US Treasury from 2014 to 2016 and was nominated by President Obama to be Assistant Secretary for Financial Markets after being Deputy Assistant Secretary for Macroeconomic Analysis. Seth worked for the Board of Governors of the Federal Reserve System from 1999 to 2014. He joined as a research economist, rising to the level of Deputy Director of the Division of Monetary Affairs.

CONFERENCE CO-CHAIRS:

KEYNOTE SPEAKER:

SPEAKERS:

THANK YOU TO OUR SPONSORS

DATALENDOUR INNOVATION. YOUR ADVANTAGE.

RMA would like to thank the following companies for sponsoring an event at this year’s conference.

JOIN. ENGAGE. LEAD.

THANK YOU TO OUR SPONSORS

RMA would like to thank the following companies for sponsoring an event at this year’s conference.

MONDAY, OCTOBER 98:00 P.M. – 10:00 P.M.Welcome to Naples ReceptionJoin us for food, drinks, Monday Night Football and MLB play-offs.Courtesy of:

TUESDAY, OCTOBER 10Phone Charging Stations Sponsored by: BNY Mellon

12:00 P.M. – 12:30 P.M.Light Lunch and refreshmentsCourtesy of:

• ABN AMRO Clearing

12:30 P.M. – 1:30 P.M.Global Markets and the State of the IndustryWhat industry trends have been observed over the past few quarters? What broader trends have been seen since 2010? The discussion will highlight the volume of securities available and on-loan and provide insights into collateral and cash reinvest rates. Additionally, what markets and securities are making money for clients, and which are not?Moderator:

– Christopher Kunkle, Managing Director, BMO Global Asset Management

1:30 P.M. – 2:00 P.M.RMA and SIFMA UpdateGet updates on the association’s activities.

2:00 P.M. – 2:30 P.M.Coffee BreakCourtesy of: • ABN AMRO Clearing

2:30 P.M. – 3:30 P.M.Global Regulatory Update and Geopolitical RisksUpdates to the regulatory landscape including Dodd-Frank, Basel IV, SCCL, NSFR, the DoL Fiduciary Rule, and implementation issues. What is the status of the current U.S. Administration’s efforts to eliminate or reduce regulation around Dodd-Frank and what is the potential influence on policy around Basel reform? How are these regulatory issues impacting transactional documentation (e.g., changes to the GMSLA form)? Additionally, how are institutions planning for Brexit and what are the main considerations for your business? What other events with significant global impact should everyone be keeping an eye on?Moderator:

– Gregory Lyons, Partner, Debevoise & Plimpton LLP

3:30 P.M. – 4:30 P.M.Latin American Markets OpportunitiesPanelists will discuss Securities Lending across various market(s) in the Latin American region and the challenges facing investors, prime brokers, and agents. The panel will address the individual markets, revenue opportunities, and the role of central counterparties and their affect the traditional OTC / offshore models.

Moderator: – Eugene Picone, Director, Scotiabank

6:00 P.M. – 8:00 P.M.Gala Cocktail ReceptionCourtesy of:

WEDNESDAY, OCTOBER 11Wi-fi and Internet Kiosk Sponsored by: Northern Trust

Phone Charging Stations Sponsored by: BNY Mellon

7:30 A.M. – 8:45 A.M.Buffet BreakfastCourtesy of:

• Scotiabank

8:45 A.M. – 9:00 A.M.Welcome RemarksConference Co-chairs:

– Brendan Cusick, Managing Director, UBS – Jill Rathgeber, Managing Director, BNY Mellon

9:00 A.M. – 9:45 A.M.Extraterritoriality: SFTR And MIFID II ComplianceThese two EU originated regulations are arguably the largest transparency initiatives the securities lending industry has seen in many years. What is the scope and how will they affect beneficial owners, lending agents, and borrowers across the industry? Will there be impacts on trading processes and relationships? What is the current status regarding implementation to meet the aggressive deadlines? How will the costs for compliance ultimately be absorbed across industry participants? Additionally, how will SFTR influence changes to Agent Lender Disclosure (ALD).Moderator:

– Thomas Poppey, SVP/Global Securities Lending, Brown Brothers Harriman & Co

9:45 A.M. – 10:30Keynote: The outlook for the US economy and the implications for the FedThe US economy has had one of its longest expansions in history. Monetary policy is normalizing from an extraordinary period of accommodation. This talk will discuss the current state of the US economy, the outlook for the next year, and the implications for monetary policy.Speaker:

– Seth Carpenter, Chief US Economist, UBS

10:30 A.M. – 11:00 A.M. Coffee Break with the ExhibitorsCourtesy of:

11:00 A.M. – 12:00 P.M.CCP Update: Are They Still The Future of Securities Finance Transactions?A point/counterpoint debate by industry participants addressing questions that still need to be answered including the key drivers and benefits to counterparties of centrally cleared trades and do they work for everyone? What is the status of a CCP solution for the lending model and what are the challenges to gain universal acceptance from agents and beneficial owners? Historically, beneficial owners want and expect excess margin and there are some that can’t post margin – how can this scenario be reconciled and how can we get CCPs to work for them? What is the future of indemnification when a CCP is utilized? Additionally, how will post trade processing work and will this create new burdens on agent lenders and beneficial owners. Moderator:

– Glenn Horner, Managing Director, State Street

BUSINESS PROGRAM

• BlackRock• BMO Agency Lending• Broadridge Financial Solutions, Inc

• Stifel• Wells Fargo Advisors

• Credit Suisse• Deutsche Börse Group• E*trade• Mirae Asset Securities Inc.

• Mizuho Securities USA LLC• Morgan Stanley• Pirum

• Brown Brothers Harriman & Co• Deutsche Bank Securities • Dynex Capital Inc• GLMX

• Intuition Financial Placement• Natixis• Transcend Street Solutions, Inc.• Wematch.SecuritiesFinancing

12:00 P.M. – 1:00 P.M.Future Market and Regulatory Impacts on Securities Lending OperationsWith the increasing role Securities Finance is playing within regulatory reform, there will be multiple, operational impacts. This may include the shift towards non-cash collateral; bilaterally this will be unscalable to support within operations & will require the US adoption of tri-party collateralization. Additional operations considerations include CCPs, collateral allocation issues including equity, as well as other post trade challenges. The panel will focus on what these issues mean to operations teams, required technology builds and what institutions need to know to support a changing business model.Moderator:

– Sue Ljekperic, Director, UBS

Business Program Adjourns for the Day

1:30 P.M. – 4:30 P.M.Tennis TournamentCourtesy of: • IHS Markit

5:30 P.M. – 7:30 P.M.RBC ReceptionCourtesy of:

• RBC

THURSDAY, OCTOBER 12 Wi-fi and Internet Kiosk Sponsored by: Northern Trust

Phone Charging Stations Sponsored by: BNY Mellon

7:30 A.M. –9:00 A.M.Buffet BreakfastCourtesy of: • Dexia Credit Local• National Bank of Canada Financial Inc.• Tradeweb Markets

9:00 A.M. – 10:00 A.M.Balance Sheet Management Through Centralized Financing and Collateral ManagementPanelists will discuss the evolution of the traditional securities financing business and how market and regulatory concerns have increased the need for non-cash collateral. This has resulted in certain lines of businesses facilitating their firm’s collateral obligations and requirements e.g. the increase in non-cash collateral upgrade/downgrade transactions. More importantly, the LCR and NSFR have expanded the role of such groups to manage their firms HQLA and liquidity management by expanding the durations of their funding trades.Moderator:

– Yury Shmuylovich, Managing Director and Co –Head Global Equity and Commodity Group, National Bank of Canada

10:00 A.M. – 10:45 A.M.Challenges in Cash Collateral ReinvestmentPanelists will debate current market issues such as the continuing impact of MMF reform, investing in a rising rate environment, the impact of increased demand for non-cash collateral, and declining issuance in the shorter end of the curve. Where will cash investors go? Additionally, what impact does dealer demand at month/quarterly end have and if equity for equity takes off and what is the impact on equity repo and cash markets? Moderator:

– Matthew Sarson, Managing Director, J.P. Morgan

10:45 A.M. – 11:15 A.M. Coffee Break with the ExhibitorsCourtesy of:

11:15 A.M. – 12:00 P.M.Innovation and Disintermediation of the Securities Lending IndustryPanelists will debate the potential for disruptive technologies in the securities lending industry including peer to peer lending, automated trading, distributed ledger (blockchain), robotics and the application of machine learning. Will this technology make this industry more or less transparent? What does it mean for us now and where are the risks?Moderator:

– S. Dean Sakati, Senior Managing Director, State Street

12:00 P.M. – 1:00 P.M.Industry Leaders PanelSenior business leaders will discuss what’s next and their outlooks for the business and the impact of regulation. Market and regulatory pressures on short term funding and leverage have the potential to drastically change the repo and securities lending market. Is the SFT operating platform suitable for the business of the future? What is the impact of active vs passive investing to our industry? How do quantitative hedge funds impact demand and supply securities lending with their high leverage? How important is our data and is it appropriate for Prime Brokers to share with clients?Moderator:

– Jane Wagner, Global head of Securities Lending, Vanguard Group

1:00 P.M.Closing Remarks and Thanks

Business Program Adjourns for the Day

1:30 P.M.Golf TournamentCourtesy of: • RBC Capital Markets

6:30 P.M. – 9:30 P.M.Closing Reception

BUSINESS PROGRAM

• Brown Brothers Harriman & Co• Deutsche Bank Securities • Dynex Capital Inc• GLMX

• Intuition Financial Placement• Natixis• Transcend Street Solutions, Inc.• Wematch.SecuritiesFinancing

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HOTEL/RESERVATION INFORMATION

Hotel ReservationsRates are available 3 days before and after the conference dates based upon availability. Rates are subject to applicable taxes at the time of check in.

Beach Resort280 Vanderbilt Beach Road Naples, FL 34108 Main Phone: 239-598-3300 Reservations: 1-877-590-8187 Room Type: Coastal View – $310

Hotel Reservations are available online until August 30, 2017. Please note: RMA cannot guarantee room or rate availability after that date or if our block sells out prior to that date.

To reserve a room, go to www.rmahq.org/ASL2017, then click the Information Tab, this is a secure transaction using security and encryption coding software to protect the data provided and your privacy. Please call the location of your choice to reserve a room. When speaking with the Reservation Agent mention you are attending the “RMA Conference” to receive the conference rates listed and the RMA Hotel Cancellation Policy.

Important note: During the reservation process and in the confirmation you may see the standard Ritz Carlton room cancellation policy, please be aware all rooms booked under the RMA Conference rate, will adhere to the policies below.

Reservation Cancellation Policy Cancellation may be made 14 days prior arrival date, without penalty. Cancellation made less than 14 days but more than 7 days prior to arrival date, will be charged a one night’s stay penalty. Cancellation made less than 7 days prior to arrival, No Shows or early departures will be charged for the entire period of stay. Jackie Wilmet is available via email at Jackie.wilmet@ritzcarlton.com to answer any questions or concerns regarding reservations & cancellation policies.

Important Reservation Information Only those individuals who are registered for the conference are eligible to stay at The Ritz-Carlton, Naples at the conference group rate. Conference registrations will be crosschecked against hotel reservations. Individuals holding a hotel reservation at the conference rate must have a matching conference registration with RMA not later than 5:00 p.m. (EST) on August 30, 2017. RMA reserves the right to request that you cancel your hotel reservation or instruct the Hotel to charge the rack rate for your room if not registered for the conference by this date.

If a room is reserved at The Ritz-Carlton Naples or The Ritz- Carlton Golf Resort, Naples outside of the RMA Conference room block we do ask that you send an email to Rosemarie Casler at RCasler@rmahq.org with the full name of the hotel guest. By providing the name of the hotel guest, this will ensure all registered attendees are accounted for at the hotel and receive all conference related room deliveries.

Conference Registration Fees• $1,600: Attendee Registration Fee (Before August 18, 2017)• $1,900: Attendee Registration Fee (After August 18, 2017)• $275: Guest Fee (someone not in an industry relation position)

Airports• Southwest Florida International Airport: Approx. 30 minutes • Miami International Airport: Approx. 2 hours • Fort Lauderdale/Hollywood International Airport: Approx. 2 hours

Ground TransportationNaples Transportation & Tours (NT&T) is the recommended and preferred transportation provider. Special rates are available online only. To arrange ground transportation at the special rate visit conference webpage at https://nttreservations.com/rma.php Discounted rates are as follows for RSW (Southwest Florida Int’l Airport): 40 min, 28 miles.Sedan, $85 one-way, SUV, $105 one-way, Van, $145 one-way*Plus a 24% Service Charge that includes the chauffeur’s gratuity.

Breathtaking Naples beach front hotel with a tradition of unparalleled luxury and service.

Marvel at the stunning views from the private balconies and world-class suites at The Ritz-Carlton, Naples. With three miles of immaculate beaches to explore, you’ll delight in combing the ocean side, gazing at breathtaking sunsets and walking hand in hand on the sandy shore. As a guest at our beach hotel in Naples, you may choose from seven innovative dining experiences, indulge in our luxurious world-class spa, or relax and enjoy our pools and beach activities, including a wide selection of water sports.

Golf Resort2600 Tiburon DriveNaples, FL 34109 Main Phone: 239-593-2000 Reservations: 1-877-557-3092Room Type: Resort View – $275

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IMPORTANT INFORMATION

Name Badges & AttireAttendees and guest MUST wear name badges to all conference sessions and events to gain admittance. Replacements badges will not be issued. No exceptions will be made. We appreciate your cooperation. All receptions are open to registered attendees and spouse/guests. Participants are responsible for making their own arrangements for all other meals.

Dress for the conference is business casual. Because each individual’s temperature preferences differ, we suggest bringing a light sweater or blazer to the business program so that you are prepared for variances in room temperatures. Dress comfortably for the Welcome to Naples Networking Reception. Casual dress is recommended for Tuesday, Wednesday & Thursday receptions.

WeatherNaples has an average high temperature 86°F and a low of 72°F.

Private MeetingsA Private Event is an invitation-only outing, dinner party, or reception hosted by an organization or group other than RMA. Private events are not considered part of the conference program agenda. Please refrain from holding events on Monday evening before 10:00 p.m. RMA appreciates your cooperation in refraining from scheduling other events. If your organization is planning an event for Tuesday, Wednesday, or Thursday evening, please plan to start the event for 7:30 p.m. or later. We ask that you please support the sponsors of all the conference events by recognizing their financial commitment to the particular event (food/beverage cost) and the conference. If you need assistance in planning an event during the conference dates email Lauren Joynt at lauren.joynt@ritzcarlton.com.

Sponsorship OpportunitiesIf you market your products or services to the securities industry, you cannot afford to miss the opportunity to sponsor an event at this well-attended conference. Conferences are powerful tools to convey your corporate image and boost your company’s profile. Association with RMA’s Conference on Securities Lending will ensure your position as a key industry leader in the securities finance community. The value of sponsorship can never be overstated. If your organization is interested in sponsoring a conference event, please contact Kimberly Collins at KCollins@rmahq.org for details.

System Technology Exhibits We are pleased to offer opportunities for tabletop (portable) exhibits during the conference. Exhibit tables are on a first-come, first-served basis. There is NO exhibition fee, however exhibiting companies must register a minimum of two representatives to man the exhibit booth during conference hours and must complete an exhibitor agreement. If you are interested in exhibiting, please contact Kimberly Collins at KCollins@rmahq.org.

Dates To RememberAugust 18, 2017• Early Bird registration rate of $1,600 ends • Registration fee after this date and on-site increases to $1900• Registration List Deadline: New or substitute names received after this

date may not be included in the conference book. Your name will appear on a supplemental listing, if registered by August 17, which will be available as a handout at the conference.

• Registration vs. Housing Deadline: Individuals holding a hotel reservation at the conference rate must have a matching conference registration with RMA not later than 5:00 p.m. (EST). RMA reserves the right to request that you cancel your hotel reservation or instruct the hotel to charge the room rack rate for the reservation if not registered for the conference by this date.

August 30, 2017Room reservation cut-off date: Reservations received after this date will be accepted based on hotel availability. All reservation changes or cancellations MUST be emailed to Jackie Wilmet at Jackie.wilmet@ritzcarlton.com.

Please note: Please read and keep your reservation and registration confirmations. These documents will have all of the important information you will need for the conference.

Exhibit Hours• Wednesday, October 11, 7:45 A.M. – 1:00 P.M. • Thursday, October 12, 7:45 A.M – 1:00 P.M.

Thank you to our Media Partners

secfi nmonitor.com

Special Thanks to Our Product Sponsors and Exhibitors

Bottled Water

Notepads

USB Flash drivesWifi and

Internet Kiosks Hotel Keycards

Delegate Booklet

Delegate BagPhone Charging

Station

Lanyards

DATALENDOUR INNOVATION. YOUR ADVANTAGE.

List of Exhibitors• Broadridge Financial Solutions, Inc

www.broadridge.com

• EquiLend www.equilend.com

• FIS www.fisglobal.com

• Helix Financial Services www.helixfs.com

• IHS Markit www.ihsmarkit.com

• ION www.iongroup.com

• Stonewain Systems Inc www.stonewain.com

• Tradeweb Markets www.tradeweb.com

• Trading Apps www.tradingapps.com

• Transcend Street Solutions www.transcendstreet.com

• Wematch.SecuritiesFinancing www.wematch.live

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SPONSORED NETWORKING/SPORTING EVENTS

Golf TournamentGreen fees, cart rental, golf balls, tournament fees, and boxed lunch will be provided. Players are responsible for shoe and golf rentals.

Sponsored by: RBC Capital Markets

When: Thursday, October 12Start time: 1:30 p.m.– 5:30 p.m.

Mixed Round Robin Tennis TournamentCourt fees, tennis balls, racquet rental, pro fees, snacks, and beverages provided by IHS Markit.

Sponsored by: IHS Mark

When: Wednesday, October 11Start time: 1:30 p.m. – 4:30 p.m.

To register for a networking sporting event, check the appreciate box when completing your registration. Space is limited, be sure to register early and secure a spot. Please be mindful of the cost incurred by our sponsors when registering for these events. If you must cancel, email Kimberly Collins at KCollins@rmahq.org as soon as possible as there are individuals on a wait list who will gladly take your place with appropriate advance notice.

The conference is a venue to BRING THE INDUSTRY TOGETHER, talk about employing

strategies, and overcome challenges.

DATES AND LOCATIONS OF FUTURE CONFERENCES

Please note: These dates and locations are provided for your information only. Hotel group reservations will not be available at any hotel before RMA’s release date.

CONTACTS

Speaking Opportunities: Fran Garritt, Director, Securities Lending FGarritt@rmahq.org

Paul Guinan, Manager, Securities Lending PGuinan@rmahq.org

Registration: Rosemarie Casler RCasler@rmahq.org

Sponsorship and Exhibiting: Kimberly Collins KCollins@rmahq.org

The Ritz-Carlton, Naples Jackie Wilmet Jackie.wilmet@ritzcarlton.com

We look forward to you joining us this year in Naples, FL!

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36th Annual October 14–17, 2019Boca Raton Resort & ClubBoca Raton, FL

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