CategoryBanking & Finance
20th Annual Collateral Management and Securities Lending Forum
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About this event
20th Annual Collateral Management and Securities Lending Forum
Organized by the Marcus Evans Group, the 20th Annual Collateral Management and Securities Lending Forum brings together senior professionals from the financial services sector to address critical challenges and opportunities in collateral optimization, securities lending, and regulatory compliance. This premier event serves as a strategic platform for industry leaders to exchange insights, explore innovative solutions, and foster partnerships in a rapidly evolving market landscape.
Event Overview
Now in its 20th year, the forum remains a cornerstone gathering for stakeholders across the collateral management and securities lending ecosystem. Participants engage in high-level discussions on topics such as:
- Regulatory developments impacting cross-asset collateral flows
- Technological advancements in collateral optimization and automation
- Evolving risks and opportunities in securities lending strategies
- ESG integration and sustainability in lending practices
- Global market dynamics and liquidity management
Target Audience
The forum attracts decision-makers from:
- Global investment banks and asset managers
- Central banks and regulatory bodies
- Securities lending intermediaries and custodians
- Technology providers specializing in financial infrastructure
- Legal and compliance professionals
Key Benefits
Attendees gain actionable insights through:
- Keynote addresses by industry thought leaders
- Peer-to-peer networking sessions
- Case studies on collateral management innovation
- Exhibitions of cutting-edge fintech solutions
- Workshops on regulatory adaptation and risk mitigation
For further details, including confirmed dates, venue, and registration information, please visit the official Marcus Evans Group website or contact their event team directly.
Data sheet
20th Annual Collateral Management and Securities Lending Forum – Event Attendee & Buyer Profile Analysis
Event date: 21 October 2026 - 22 October 2026
Location: Novotel Amsterdam Schiphol, Amsterdam, Netherlands
Event status: Upcoming
Research date: 30 June 2026
Event Overview
| Event Name | 20th Annual Collateral Management and Securities Lending Forum |
| Event Date | 21 October 2026 - 22 October 2026 |
| Event Status | Upcoming |
| Venue | Novotel Amsterdam Schiphol |
| City | Amsterdam |
| State / Region | North Holland |
| Country | Netherlands |
| Organizer | Marcus Evans Group |
| Official Event Website | marcusevans.com/conferences/collateralmanagement |
| Event Type | B2B conference / financial services forum |
| Primary Category | Banking & Finance |
| Secondary Applicable Categories | IT & Technology; Business Services |
| Audience Reach | Likely European / international institutional finance audience |
| Estimated Attendance / Expected Footfall | Attendance figure not publicly confirmed by the organizer. |
| Attendance Data Reliability | Low for count data; confirmed for event identity and organizer; venue/date/location based on supplied event details and verification notes. |
| Main Purpose of Event | Senior-level discussion, networking, vendor discovery, operational benchmarking, and partnership development around collateral management, securities lending, liquidity, regulation, and post-trade infrastructure. |
About the Event
The 20th Annual Collateral Management and Securities Lending Forum is positioned as a specialist B2B financial services conference focused on the operational, regulatory, and strategic issues affecting collateral optimization, securities finance, and related market infrastructure. Based on the event title, organizer identity, and supplied event description, the forum is aimed at senior professionals responsible for treasury efficiency, securities lending programs, collateral workflows, compliance, and post-trade execution.
For suppliers, service providers, and data teams, this event matters because it likely concentrates niche but high-value decision-makers from banks, asset managers, custodians, market utilities, legal/compliance functions, and fintech/infrastructure vendors. It is potentially valuable for enterprise lead generation where the offering is relevant to institutional capital markets, trade processing, risk management, treasury technology, data infrastructure, consulting, or regulatory operations. Current-year attendee and sponsor detail visibility is limited from the reviewed official source, so profile conclusions below are clearly separated into confirmed facts and likely attendee patterns.
1. Who Attends: Buyers / Attendees
| Buyer / Attendee Segment | Typical Organizations | Buying Role or Influence | Relevance to Exhibitors / Suppliers |
|---|---|---|---|
| Collateral management leaders | Investment banks, custodians, broker-dealers, clearing participants | Direct influence on collateral systems, workflow automation, optimization tools, and operating models | High-value target for post-trade technology, data, consulting, and managed services |
| Securities lending and financing desks | Asset managers, pension investors, agent lenders, prime brokers | Shape platform selection, lending analytics, counterparty workflows, and revenue optimization decisions | Relevant for trading infrastructure, collateral analytics, operational outsourcing, and market data solutions |
| Treasury and liquidity teams | Banks, large financial institutions, insurers | Influence balance sheet, funding, collateral mobility, and liquidity management purchases | Strong fit for treasury technology, reporting, data integration, and optimization services |
| Risk, compliance, and regulatory operations teams | Banks, asset managers, custodians, market intermediaries | Gatekeepers for vendor approval, regulatory change management, and control frameworks | High relevance for regtech, reporting, controls, consulting, and policy advisory services |
| Custody and post-trade operations executives | Custodian banks, central securities depositories, market infrastructure providers | Budget holders or influencers for workflow modernization and service partnerships | Relevant for processing, reconciliation, collateral mobility, messaging, and interoperability suppliers |
| Technology and transformation leaders | Financial institutions, fintech vendors, enterprise infrastructure teams | Approve architecture, integration, automation, cloud, and data programs | Important targets for software, APIs, data services, and implementation partners |
| Legal and contract governance professionals | Banks, funds, advisory firms, specialist legal practices | Support contract standardization, lending documentation, and regulatory interpretation | Useful for legaltech, documentation platforms, compliance content, and advisory firms |
| Regulatory and public market stakeholders | Central banks, regulators, industry associations, policy bodies | Non-buying or indirect-buying influence through compliance expectations and market standards | Relevant for thought leadership, public-sector engagement, and policy-informed solution positioning |
2. Event Location and Attendee Geographic Origin
| Geographic Area | Likely Attendee Origin | Buyer Concentration | Notes |
|---|---|---|---|
| Amsterdam | Confirmed host city | High | Major European financial and fintech hub with strong access to custody, banking, and capital markets participants. |
| North Holland / Randstad | Likely regional draw from Amsterdam, Schiphol corridor, Utrecht, Rotterdam, The Hague | High | Convenient for Dutch financial institutions, legal/compliance firms, and European headquarters teams. |
| Benelux and nearby financial centers | Likely Belgium, Luxembourg, Paris, Frankfurt, Zurich, London, Dublin | High | Likely attendee profile based on topic relevance and European travel convenience; not a confirmed origin list. |
| Wider Europe | Likely attendance from EU and UK institutional finance markets | Medium to High | Regulation, collateral rules, and cross-border securities finance make broader European attendance plausible. |
| International long-haul markets | Possible participation from North America and global custodians | Medium | Likely where firms have global securities finance or collateral functions; current-year origin mix not publicly confirmed. |
3. Audience Reach
| Reach Level | Assessment | Explanation |
|---|---|---|
| Primary: Regional | Confirmed location supports a European regional conference profile | Amsterdam is a strong access point for Benelux and pan-European capital markets professionals. |
| Secondary: Global | Likely but not confirmed | The subject matter is inherently international, and global financial institutions may send selected attendees. |
4. Sample Buyer Companies and Websites
| Buyer Company / Organization | Buyer Type | Why It Is Relevant | Website | Best Job Titles to Target | Evidence Level |
|---|---|---|---|---|---|
| No official current-year attendee, speaker, sponsor, exhibitor, or buyer-organization list was available from the reviewed primary official source provided. To avoid unsupported claims, company-level sample buyer names are not listed here. This event is still commercially relevant for institutional finance prospecting, but company-level targeting should be built after reviewing official agenda, speaker firms, sponsor pages, or prior-year participation evidence when published. | |||||
5. Job Profiles, Industries and Event Type
| Priority | Job Title / Function | Department | Seniority Level | Why This Role Matters |
|---|---|---|---|---|
| 1 | Head of Collateral Management | Operations / Treasury / Markets | Director / VP / Head | Core operational owner for collateral processes, optimization priorities, and vendor selection. |
| 2 | Head of Securities Lending | Securities Finance / Markets | Director / MD / Head | Directly relevant for lending platforms, analytics, borrower relationships, and operational efficiency tools. |
| 3 | Treasury Director | Treasury | Director / VP | Influences collateral mobility, liquidity management, funding efficiency, and control framework decisions. |
| 4 | Director of Post-Trade Operations | Operations | Director | Important for workflow automation, settlements, reconciliations, and exception management solutions. |
| 5 | Chief Risk Officer / Market Risk Lead | Risk | C-Level / Head / Director | Approves risk control, exposure monitoring, collateral eligibility, and policy-driven purchasing. |
| 6 | Head of Regulatory Reporting / Compliance | Compliance / Legal | Head / Director / VP | Critical in evaluating regtech, governance controls, reporting frameworks, and auditability. |
| 7 | Chief Technology Officer / IT Director | Technology | C-Level / Director | Relevant for integration architecture, automation, cloud migration, and platform modernization. |
| 8 | Business Development Director, Securities Finance | Business Development | Director / VP | Partnership-focused role for vendor, intermediary, and service expansion conversations. |
| 9 | Program Manager, Market Infrastructure Transformation | Transformation / PMO | Manager / Director | Key implementation owner where procurement cycles involve multi-team transformation programs. |
| Priority | Apollo Industry | Why It Fits the Event | Best Buyer Use Case |
|---|---|---|---|
| 1 | Banking | Core event fit for collateral, liquidity, treasury, and securities finance functions | Banks, broker-dealers, custody banks, treasury and operations leaders |
| 2 | Financial Services | Broad institutional finance coverage beyond traditional banking | Asset servicers, intermediaries, specialist finance firms |
| 3 | Investment Banking | Relevant for securities finance, collateral transformation, and prime services | Front-to-back capital markets platforms and data solutions |
| 4 | Investment Management | Asset owners and managers may participate in lending and collateral programs | Fund operations, lending desks, risk and treasury teams |
| 5 | Capital Markets | Directly aligned with market structure and securities finance ecosystems | Trading, financing, clearing, and post-trade analytics |
| 6 | Computer Software | Event likely attracts fintech and platform vendors supporting automation and reporting | Collateral engines, workflow, analytics, regtech |
| 7 | Information Technology & Services | Technology integrators and managed services often support financial infrastructure modernization | Integration, managed operations, enterprise transformation |
| 8 | Management Consulting | Advisory firms support regulatory change, operating model redesign, and vendor selection | Transformation, market infrastructure strategy, compliance programs |
| 9 | Legal Services | Collateral and lending structures require legal documentation and regulatory interpretation | Documentation, master agreements, cross-border compliance |
| 10 | Government Administration | Potential relevance for central banks or policy stakeholders where officially involved | Policy, supervision, market oversight conversations |
6. Estimated Attendance
| Metric | Figure | Status | Source / Basis | Notes |
|---|---|---|---|---|
| Estimated total footfall | Attendance figure not publicly confirmed by the organizer. | Not Confirmed | No count published in the reviewed official source provided | No reliable attendance figure should be claimed. |
| Exhibitor / sponsor count | Not publicly confirmed | Not Confirmed | Official site excerpt reviewed did not include sponsor or exhibitor data | Likely conference-partner model rather than large expo floor, but this is not confirmed. |
| Buyer count | Not publicly confirmed | Not Confirmed | No buyer statistics published in reviewed materials | Attendee quality may still be high despite unavailable volume data. |
| Speaker count | Not publicly confirmed | Not Confirmed | Agenda and speaker list not available in provided official text | Speaker organizations would be high-value targeting inputs once published. |
| Historical attendance | No verified prior-year figure identified from reviewed materials | Historical / prior-year evidence unavailable | Insufficient official evidence | Additional organizer brochures or archived pages would be needed. |
7. Key Focus Areas and Buyer Engagement
| Focus Area | Typical Buyer Need | Buyer Engagement Opportunity | Relevant Supplier Offering |
|---|---|---|---|
| Collateral optimization | Improve collateral allocation, reduce funding costs, increase operational control | High-value conversations with treasury, collateral, and post-trade leaders | Optimization software, analytics, workflow automation, managed operations |
| Securities lending strategy | Revenue enhancement, risk control, borrower efficiency, program oversight | Engage desk heads, agent lenders, and asset-owner operations teams | Trading platforms, counterparty data, monitoring tools, consulting |
| Regulatory compliance | Meet reporting, documentation, control, and audit requirements | Strong relevance for compliance, legal, and risk functions | Regtech, reporting engines, policy advisory, legal content platforms |
| Automation and digital transformation | Reduce manual processes, improve straight-through processing, enhance data quality | Appeals to operations and technology stakeholders | Workflow software, integration services, AI-assisted operations, cloud platforms |
| Liquidity and balance sheet efficiency | Optimize asset usage, manage funding pressures, support cross-entity collateral mobility | Important executive-level discussion area | Treasury platforms, optimization analytics, advisory services |
| Data governance and transparency | Create reliable transaction, collateral, and exposure views across systems | Useful for data vendors and enterprise software providers | Reference data, reconciliation, dashboards, API connectors |
Lead Quality Assessment
| Factor | Assessment | Explanation |
|---|---|---|
| Buyer relevance | High | Specialist event theme suggests a concentrated institutional finance audience with genuine operational pain points. |
| Decision-maker availability | High | Forum-style conferences typically attract heads, directors, and VP-level specialists rather than only junior attendees. |
| Data collection potential | Medium | Potentially strong if sponsor, agenda, or speaker data is released; currently limited by low public transparency. |
| Apollo targeting potential | Very High | The attendee profile maps well to Apollo filters across banking, capital markets, fintech, legal, and consulting sectors. |
| Geographic targeting potential | High | Amsterdam enables practical targeting across Benelux, UK, DACH, France, Ireland, and wider European finance centers. |
| Best outreach approach | High-touch ABM | Best approached through account-based outreach, role-specific messaging, and conference-theme relevance rather than mass prospecting. |
| Overall lead quality | High | Likely smaller volume but higher-value institutional prospects. |
| Best use case | Executive prospecting and niche buyer mapping | Well suited to targeted outreach lists, meeting-setting, sponsorship evaluation, and strategic partnership development. |
| Limitations / risks | Medium | Public attendee evidence is currently thin, so current-year attendee list building should not rely on unsupported company assumptions. |
Apollo.io Targeting Recommendation
| Filter Type | Recommended Filters | Purpose |
|---|---|---|
| Apollo industries | Banking; Financial Services; Investment Banking; Investment Management; Capital Markets; Computer Software; Information Technology & Services; Management Consulting; Legal Services | Captures core institutional finance buyers and solution partners relevant to the forum topic. |
| Departments | Operations; Treasury; Finance; Risk; Compliance; Information Technology; Business Development; Legal; Program Management | Aligns with the operational and strategic functions most likely to attend or sponsor. |
| Seniority | C-Level; VP; Director; Head; Manager | Prioritizes decision-makers and implementation owners. |
| Job titles | Head of Collateral Management; Head of Securities Lending; Treasury Director; Director Post-Trade Operations; Head of Market Operations; Chief Risk Officer; Head of Regulatory Reporting; Compliance Director; CTO; IT Director; Securities Finance Director; Program Manager Market Infrastructure | Targets the most relevant operational, regulatory, and technology stakeholders. |
| Geography | Netherlands; Belgium; Luxembourg; United Kingdom; Germany; France; Ireland; Switzerland | Focuses on the most plausible European attendance and sales territories. |
| Employee size | 201-500; 501-1000; 1001-5000; 5001-10000; 10000+ | Institutional collateral and securities finance functions are concentrated in mid-to-large enterprises. |
| Keywords | collateral management, securities lending, securities finance, treasury, liquidity, post-trade, custody, margin, regulatory reporting, market infrastructure, repo, prime services | Improves role and account relevance inside broad financial sectors. |
| Technologies, if relevant | Enterprise workflow, trade processing, data integration, treasury systems, cloud infrastructure, analytics platforms | Useful when selling software or integration capabilities. |
| Revenue range, if relevant | $50M+ for fintech/service providers; $500M+ for institutional finance accounts | Helps prioritize accounts with budget and enterprise-grade complexity. |
| Company type | Public companies; private companies; subsidiaries of global financial institutions | Captures both global institutions and specialist vendors relevant to the event ecosystem. |
Suggested Apollo Search Logic: ("collateral management" OR "securities lending" OR "securities finance" OR "post-trade" OR treasury OR custody OR margin OR "regulatory reporting") AND (banking OR "financial services" OR "investment management" OR "capital markets") with seniority filters for Head, Director, VP, C-Level, plus geography filters for Netherlands, UK, Luxembourg, Germany, France, Ireland, Belgium, and Switzerland.
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Sources & Verification Notes
| Source | Type | What It Verified | Reliability |
|---|---|---|---|
| Marcus Evans Group - event page | Official organizer website | Verified organizer domain and existence of the event page reference supplied by the user. The provided page text did not include dates, venue, attendee counts, or company lists. | High for organizer identity; low for missing event-detail fields in the provided extract |
| User-provided event brief and known details | Supplied input | Provided event name, city, country, venue, and dates used in this report where the official page excerpt lacked these facts. | Medium; accepted because no contradictory official data was provided |
| Novotel Amsterdam Schiphol | Venue website | Venue identity and location context for the Amsterdam Schiphol area. | High for venue existence and location |
Verification note: This event appears suitable for B2B attendee list building only after additional official agenda, speaker, sponsor, or partner data becomes available. At present, the event is better suited to role-based Apollo prospecting and account-based outreach than to claiming a confirmed current-year attendee list.
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