CorpActions 2021

Booked delegates access the website here (use the delegate email to sign-up)


Our agenda will be updated continually as we progress towards November 4th with our final speakers, content coverage updates and more welcome surprises. Join us.

The event is designed to be highly interactive with the ability to network with your peers, engage with sponsors, watch video clips, read many different industry reports, plus ask questions with as much, or as little, anonymity as you wish. And the most engaging sessions can be rewatched for at least a week after the event.

Registration Opens
Morning refreshment and pastries

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

Chair's Welcome

Julie Leigh
, MD, Global Head of Asset Servicing, EMEA Head of Security Services, Morgan Stanley

Chair's Keynote

Julie Leigh
, MD, Global Head of Asset Servicing, EMEA Head of Security Services, Morgan Stanley

9.30 Panel: Operational Efficiency in Corporate Actions: Are Firms Transforming Or Just Surviving?

    Recent times have seen the world of corporate actions change significantly. Regulation, market change, customer demands and the pandemic have put pressure on corporate actions in a way the industry has never seen before.

    This panel session will explore the journey to automation in corporate actions processing, covering:

    The corporate action problem today: what are the drivers to improving efficiency?
    What are firms planning in terms of change in their corporate action processing?
    What technologies and solutions are people turning to: What level of change and technologies are most relevant?
    What steps have we seen across the market that have been really impactful in terms of driving corporate action efficiency?

    John Kirkpatrick, Vice President, Securities Services, Broadridge
    Virginie O'Shea, Founder, CEO, Firebrand Research
    Jon Burrows, Global Head of Technology, Global and Direct Custody, Citi
    Adam Stern, Managing Director, Ibacas Consultancy

Presentation: Calling for Time - Transforming #LegacyTech

An exchange of views from leading industry participants on the pitfalls of using legacy technology in post-trade processing, recurring investments of time and money required to run it, the challenges of staying competitive and the case for a generational technology transformation.

Gary O’Brien, Head of Strategy for Banks and Broker-Dealers, BNP Paribas Securities Services
Nick Morgan, Executive Director, Digital & Platform Services, Corporate & Investment Bank, J.P. Morgan
Barney Nelson, Chief Executive Officer at The ValueExchange
Will Stevens, Product Management Director for Corporate Actions, IHS Markit

Networking Break with Vendor Demonstrations (on their pages)
Meet the exhibitors online and network with your peers

Presentation - Fireside Chat: SRD II: Lessons Learned On The Journey To Enhanced Shareholder Democracy

Regulation remains at the top of agendas and the impact of the revised Shareholder Rights Directive (SRD II) has been one to watch since its go-live last year. Significantly shaking up communication between issuer and investor, the directive has made, and continues to make, demands upon participants in the communication chain. How ready was the industry and how have impacted intermediaries adapted so far to the new requirements? Discussing the transformation of global proxy voting, this session explores the successes of SRD II and the challenges that lie ahead.

Michael McPolin, Managing Director, Market Advocacy, Broadridge Financial Solutions
Virginie O Shea, Founder and MD of Firebrand Research


Panel: New Outlook On Corporate Actions Operations And Technology

What has changed in the world of corporate actions post-COVID? A discussion on recent trends in managed services and technology transformation that firms are leveraging to transform their corporate actions operations cohesively while reducing operational and reputational risks.

JD Singh, Global Head of Sales and Business Development for IHS Markit Corporate Action business (Moderator)
Julie Leigh
, MD, Global Head of Asset Servicing, EMEA Head of Security Services, Morgan Stanley
Madhu Ramu, Head of Data Strategy & Operations | Corporate Actions | IHS Markit
Lukas Wong, Vice President EMEA Prime Micro Trading Goldman Sachs

Networking Lunch
Meet the exhibitors online and network with your peers

Afternoon Keynote: Quo Vadis Corporate Actions? – Mastering volumes, complexity, data & technology

A review of the recent in-depth Six paper on Corporate Actions and its conclusions

Presenter: Dominique Tanner, Head of Content Management, Six

IHS Markit

Panel: Breaking The Impasse: Where Issuers And CSDs Are Fixing The Corporate Actions Problem?

With insights from the Corporate Actions 2021 survey by #theValueExchange, a cross-industry panel will focus on where advances have been made and why new opportunities lie in the three Ps of people, platform and process.


  • The scale of the problem
  • Success stories of recent progress
  • Benefits delivered
  • Outlook for future change


Networking Break With Sponsors
Meet the exhibitors online and network with your peers

Regulatory And Standards Review And Update
  • Summary of Key Changes in Regulation in CA and Tax space
  • Upcoming areas of regulatory focus in 2022
  • ISSA ISO 20022 Review and SWIFT Research - Key Findings / Actions
  • API and Interoperability Focus

James Cunningham, Senior Advisor / Public Policy, The Bank of New York Mellon
Juliette Kennel, Head of Standards, SWIFT
Giles Elliot, Head of Business Development, TCS

Chair's Roundup And Final Thoughts

Julie Leigh
, MD, Global Head of Asset Servicing, EMEA Head of Security Services, Morgan Stanley

Stick Around And Come Back

Please feel free to pour yourself a gin and tonic and interact with our sponsors and attendees for a little longer!

Additionally these seminars will be available for a week for you to rewatch or to recommend to colleagues to book and watch.