Advanced Repo and Securities Financing 12 to 14 May

LIVE in London. 12-14 May

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In-Depth Sessions

Delve into detailed sessions covering Repo, Basel regulations, liquidity, leverage, case studies, and more.

Expert Interviews

Gain insights from interviews with industry experts, including a former Bank of England Senior Advisor and Lehman Brothers Liquidator.

Practical Strategies

Learn trading strategies, capital fundamentals, data systems, and how to make informed trading decisions.

About the Course

Join a select group of finance professionals for an intensive, three day course designed to deepen your expertise in repo and securities lending. Running from 12 to 14 May 2025 in person in Central London. Led by Glenn Handley, a seasoned expert with over three decades in global finance, the course offers a comprehensive curriculum covering: - In-depth analysis of repo and securities financing structures - Insights into Basel III/IV regulations and their market implications - Strategies for managing liquidity and leverage ratios - Case studies on significant financial events, including Archegos and the UK Gilt Repo crisis - Techniques for maximizing profit and loss through effective trading strategies This course has been successfully delivered to consulting clients such as Broadridge and through the International Capital Market Association (ICMA) in September 2024. Since November 2024, it has been conducted four times under the SecFin Solutions banner, consistently receiving positive feedback. Please note, this will be the final online offering of the course until September 2025. With a cap of 15 participants to ensure an interactive learning environment, early registration is recommended. Secure your place today and advance your understanding of the dynamic world of securities financing.

Advanced Repo and Securities Borrowing and Lending Course

The Advanced Repo and Securities Borrowing and Lending Course is a comprehensive three-day program delivered face to face in Central London designed to equip delegates with a deep understanding of repo and securities financing. The course covers a wide range of topics, from the fundamentals of liquidity and leverage to the complexities of Basel III/Basel End Game regulations and their impact on the global financial markets. Participants will engage in practical case studies, analysing real-world scenarios to apply their knowledge effectively and hear from an ex-central bank speaker about their reaction to global crisis and a market practitioner who was involved in the Lehman Brothers, Long Term Capital, and other insolvencies. The course also delves into the nuances of trading strategies, risk management, and the influence of clearing on capital, risk-weighted assets, and leverage. By the end of the course, participants will have gained invaluable insights into maximising profits, understanding the regulatory environment, and navigating current challenges in the repo and securities lending markets. Learning Outcomes The following learning outcomes reflect what delegates should be able to do after successfully completing the course: ☑ Understanding of Repo and Securities Financing: gain a comprehensive understanding of repo and securities financing, including various trade types, legal agreements, accounting treatment, and hedging risks. ☑ In-depth Knowledge of Basel III/IV and Other Regulations: understand the evolution of repo and securities financing markets, the impact of the 2008 Global Financial Crisis, and the post-GFC regulatory framework. ☑ Mastery of Liquidity and Leverage Fundamentals: acquire expertise in managing liquidity ratios like LCR and NSFR and leverage, including their calculation, optimization, and real-time management. ☑ Practical Application through Case Studies: apply learned concepts to real-world scenarios, including case studies on Archegos, Evergrande, Silicon Valley Bank, and Metro Bank. ☑ Understanding the Impact of Clearing and Market Events: analyse the influence of clearing on capital, RWA, and leverage in repo and securities lending, and understand significant market events like the UK Gilt Repo crisis in Autumn 2022. ☑ Skills in Remedial and Emergency Actions: develop skills to take appropriate remedial and emergency actions in scenarios of stress, reporting errors, and regulatory changes. ☑ Capital and RWA Fundamentals: understand bank balance sheets, types of capital, capital ratios, and the calculation methods of Risk-Weighted Assets (RWAs). ☑ Trading Strategies and Decision Making: learn about various trading strategies in securities finance and their influence on trading decisions, including management of risk appetite, ratio management, and central bank market intelligence. Learn about Futures Basis and delivery and hedging the interest rate risk on the repo matched book. ☑ Data and System Requirements for Effective Trading: understand the data and system requirements essential for effective trading within the constraints of Basel III/IV, including trade execution, reporting, risk management, and liquidity tools. ☑ Maximising Profit and Loss (P&L): gain insights into maximising P&L through effective book structure, asset classes, client and counterparty management. ☑Reflections of a Central Banker: Ex Bank of England Senior Advisor shares insights into central banks’ reactions to crisis. ☑Reflections on Counterparty Defaults and Default management: Renowned market practitioner reflects on Lehman Brothers, Long Term Capital and other insolvencies. Who should study the programme? The “Advanced Repo and SBL Course” is ideally suited for professionals in the banking and finance sector, particularly those involved in or aspiring to be part of securities financing, treasury management, and risk management divisions. It is an excellent fit for individuals holding roles such as traders, risk managers, compliance officers, and financial analysts. The course is also highly beneficial for regulatory and policy-making professionals who need a deeper understanding of the repo and securities lending markets. Additionally, it would be advantageous for financial consultants, auditors, and legal professionals specialising in financial services regulation and practices. This program is tailored for those seeking to enhance their expertise in advanced financial instruments and regulatory frameworks, aiming to stay abreast of the latest industry developments and best practices.

About the Creator

Glenn Handley is a seasoned expert in global finance, with over 34 years of experience in securities financing, repo, and capital markets. He held senior leadership roles at HSBC, including Managing Director and Global Head of G10 Rates Cash Financing Solutions, where he played a key role in developing the UK gilt and emerging markets repo businesses. Glenn has also worked closely with regulators such as the Bank of England and the PRA on repo market structure and best practices. Through his consultancy, SecFin Solutions, Glenn has delivered this Advanced Repo and Securities Lending & Borrowing course to several consulting clients including Broadridge, and to a broader audience via ICMA in September 2024. Since November 2024, he has run the course four times under the SecFin Solutions banner, consistently receiving outstanding feedback. Glenn’s combination of deep market knowledge, hands-on experience, and a passion for mentoring ensures that attendees gain both technical expertise and practical insight into the evolving world of securities financing.

Course Curriculum

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Enroll now to gain access to exclusive sessions, expert interviews, and practical strategies that will enhance your understanding of Repo and Securities Financing.