🇨🇦Canada strong! 🇨🇦 We had a tremendous turnout for our regional Toronto member meeting held in advance of the Canadian Securities Lending Association conference. Thank you to our member firm BMO Global Asset Management for hosting our beneficial owner group. We were fortunate to hear from former Governor of the Bank of Canada, Stephen Poloz on the current economic climate and how policy is impacting market conditions.

We also heard from Bipan Rai, Head of ETF Strategy at BMO Global Asset Management and Robert Goobie CPA CMA, Head of Collateral and Balance Sheet Management at HOOPP (Healthcare of Ontario Pension Plan) who is also the Chair of the Board for our Global Peer Financing Association (GPFA).

Thank you to the team leading the wide ranging topics for our beneficial owner group, Trevor Noronha, Mandip M., Sahil Kapoor, and Jason Pearlstein, all from HOOPP.

Lastly, we couldn’t have hosted such a wonderful meeting without Marc Kitay, Daniel Stanley, CFA, Jasmina Patel-Khatri, and the rest of the team from BMO Global Asset Management. Thank you again!! 🇨🇦👏

Up next for GPFA is the International Securities Lending Association (ISLA) conference in Madrid. Join us on Tuesday, 17 June for a closed-door beneficial owner meeting co-hosted by members, Matthew Brunette and Tommaso Sechi, CFA. See you in Spain!https://lnkd.in/ePkMeipF

On Thursday, 29 May, join us at the Canadian Securities Lending Association’s 15th Annual Conference for a compelling fireside chat, jointly presented by CASLA, Women in Securities Finance, and GPFA, sponsored by Osler, Hoskin & Harcourt LLP.At 12:30 pm, Lisa Mantello, from Osler, Hoskin & Harcourt LLP and Jennifer Moss will engage in a thought-provoking conversation exploring Jennifer’s Book, “Why Are We Here?”, diving into implementing strategies to inspire, engage, and retain an everchanging workforce. All registered participants will be provided with lunch and a complimentary copy of Jennifer’s book, “Why Are We Here?”. Please register here: https://lnkd.in/ePkMeipF

Beneficial owners! Join us in Toronto on Wednesday, 28 May from 11am to 3pm ET for a regional beneficial owner meeting in partnership with the Canadian Securities Lending Association (CASLA). GPFA member, BMO Global Asset Management will host the meeting in their office building. We are thrilled to announce that the former Governor of the Bank of Canada, Stephen Poloz, will deliver a virtual keynote address at this year’s meeting. Renowned for his insightful perspectives on global economics and monetary policy, Mr. Poloz will share his analysis on the current financial landscape and what lies ahead. The session will be facilitated by Daniel Stanley, CFA, Managing Director, Head of Institutional Sales & Service at BMO Global Asset Management. The session is open to any qualified beneficial owners interested in attending however, space is limited. If you are interested in attending, please each out to us by clicking the 'contact us' button found at the bottom of the page here: https://lnkd.in/en4reH32. Please note, you will need to register separately for this meeting even if you have already registered for the CASLA Conference. Registration will be verified, and a confirmation email will be sent following verification. A final agenda will be shared with meeting attendees in advance. Thank you to BMO Global Asset Management for hosting this closed-door beneficial owner meeting!

For more information on the CASLA Conference click here: https://lnkd.in/d4gznNp

We are excited to have Lisa Mantello from Osler, Hoskin & Harcourt LLP moderating our Private Credit 101 Session on May 8th, hosted by Osler, Hoskin & Harcourt LLP. Members will be able to join in-person in Toronto or virtually. She will be facilitating conversations with our distinguished speakers, including Jason Pearlstein from HOOPP (Healthcare of Ontario Pension Plan), Kristian Altier, CAIA from CalSTRS, and Elizabeth Mpermperacis from Osler, Hoskin & Harcourt LLP. Please reach out to GPFA to register to attend in-person or virtually!

Beneficial owners, join us in NYC on Wednesday, 14 May from 1pm to 4pm ET for a regional beneficial owner meeting in partnership with Finadium. Get ahead of market discussions prior to attending FISL 2025 the next day. GPFA member, GIC will host the meeting in their midtown Manhattan office. Representatives from leading asset owners and hedge funds will be discussing optimizing exposures, synthetic vs. physical transactions, and the evolving securities finance opportunities across the industry. The session is open to any qualified beneficial owners interested in attending however, space is limited. If you are interested in attending, please each out to us by clicking the 'contact us' button found at the bottom of the page here: https://lnkd.in/en4reH32. Please note, you will need to register separately for this meeting even if you have already registered for the Finadium Conference. Registration will be verified, and a confirmation email will be sent following verification. A final agenda will be shared with meeting attendees in advance. Thank you to GIC for hosting this closed-door beneficial owner meeting!

Private Credit 101 Session for GPFA members! Global Peer Financing Association (GPFA) is thrilled to offer all members an introduction to private credit, hosted by Osler, Hoskin & Harcourt LLP on May 8th. This meeting will be in-person in Toronto and hybrid for those able to join virtually. Please reach out to GPFA to register to attend in-person or virtually. Thank you to GPFA members and invited speakers, Jason Pearlstein from HOOPP (Healthcare of Ontario Pension Plan), Kristian Altier, CAIA from CalSTRS, Elizabeth Mpermperacis and Lisa Mantello from Osler, Hoskin & Harcourt LLP, for educating our community on this growing market segment. The event will be a great opportunity to deepen your understanding of private credit and engage with industry leaders.

Save the date! GPFA’s Annual Member Meeting will take place in Montreal, Canada this September 2025. This year’s meeting will be jointly hosted by GPFA members, Caisse de dépôt et placement du Québec (CDPQ) and PSP Investments | Investissements PSP. At last year’s meeting, we had nearly 50 attendees from 6 different countries across 24 global beneficial owner institutions. GPFA’s buyside member community has grown so much since then and we can’t wait to meet again in September! This meeting is for GPFA members. Non-member beneficial owner friends may attend for a fee. If you are interested in attending this year’s meeting, please reach out to us on our website: https://lnkd.in/eQ-Vjykc

Thank you to the teams at Caisse de dépôt et placement du Québec (CDPQ) and PSP Investments | Investissements PSP for hosting GPFA!

New Discussion Group Alert! The Global Peer Financing Association (GPFA) has expanded to include professionals covering the Private Credit market, and we are pleased to announce Jason Pearlstein from HOOPP (Healthcare of Ontario Pension Plan) is leading this important GPFA discussion group. The group has fostered dialogue amongst a multi-national set of buy-side peers covering the growing asset class of Private Credit. It's exciting to continue uniting our global peer community to discuss topics of mutual interest across markets. We look forward to bringing members together both virtually and in-person in the coming months!

We hope to see you in Madrid for the International Securities Lending Association (ISLA)'s 32nd Annual Securities Finance & Collateral Management Conference! GPFA has once again partnered with ISLA to run a dedicated beneficial owner meeting during the conference. This Beneficial Owner session will take place on Tuesday, 17 June 2025 from 09:15-11:45AM and is for registered beneficial owners attending the conference. This half day session will be led by GPFA members and industry leaders Matthew Brunette, Global Head of Financing, Norges Bank Investment Management and Tommaso Sechi, CFA, Head of Securities Finance, GIC and will be an in-depth focus on key trends impacting beneficial owners such as the evolution of synthetic trading structures as well as other considerations impacting securities lending supply and demand. We look forward to connecting with you then!

For registration details, please visit here: https://lnkd.in/deV9pCW8

Join us in NYC for FISL 2025! On Wednesday, 14 May, from 1pm to 4pm ET, GPFA will be partnering with Finadium to host a regional beneficial owner meeting prior to the start of their Finadium Investors in Securities Lending Conference the next day. We are excited to announce that GPFA member, GIC will be hosting this meeting at their office in midtown Manhattan. Jennifer Xu, CFA from GIC and Chris Benish from State of Wisconsin Investment Board will be co-leading this meeting. The session is open to any qualified beneficial owners interested in attending however, space is limited. Please register here: https://lnkd.in/eWE_Z9WD to secure your spot. Registration will be verified and a confirmation email will be sent following verification. An agenda will be shared with meeting participants in advance. Huge thank you to GIC for hosting this closed-door beneficial owner meeting!

Save the dates! We’re looking forward to bringing the GPFA community together for several in-person meetings this year! These gatherings offer a great opportunity to connect, share insights, and engage in meaningful discussions with fellow beneficial owners. If you’re interested in attending any of these meetings, please reach out. We are pleased to be able to partner with other leading industry associations and events to increase accessibility for beneficial owners. Thank you PASLA, Finadium, Canadian Securities Lending Association (CASLA), and International Securities Lending Association (ISLA) for coordinating with us to offer great content and connectivity for the global beneficial owner community throughout this year!

Two quotes that capture the success of this week and the growth of this Association better than anything we would say…
“GPFA has opened our eyes to what’s possible in this industry.”
“GPFA’s Annual Meeting has become the professional highlight of my year.”

Creating value for our global beneficial owner community is the reason we exist. An Association for beneficial owners, by beneficial owners. We have long said that when beneficial owners come together to network, learn, and engage with one another, our entire industry progresses. We are better together and this week was proof of that.

Thank you to our members that travelled from far to attend this year’s meeting. Thank you to our GPFA Board and Leadership team for volunteering your time to make this event possible. Thank you to our speakers and presenters for opening our eyes and minds to new information.

And a huge thank you again to the entire team at Pacific Life for graciously hosting our group this week. We loved our time at your headquarters in Newport Beach!