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!

Regulatory changes continue to impact securities finance and keeping current on these issues requires expert guidance. GPFA is fortunate to have Trevor Noronha from HOOPP (Healthcare of Ontario Pension Plan) leading our Legal and Regulatory working group. During our Annual Meeting this week, Trevor and one of our Board of Directors, Lisa Mantello from Osler, Hoskin & Harcourt LLP were joined by Miki Navazio from Seward & Kissel LLP to provide an educational session on some of the most relevant regulatory changes facing our marketplace. Thank you all for making time for our global beneficial owner members.

Understanding the geopolitical landscape is crucial to navigating the global capital markets. Our keynote speakers expertly walked us through the global conflict regions and left us with much to consider and debate. Thank you to General Michael Groen, General James Spider Marks, and Seth Rosenthal from Academy Securities and Academy Asset Management. We appreciate the time you gave to our global institutional investor members and we thank you for your years of service and commitment to educating groups like ours. Thank you to Pacific Life and Lance Doherty for connecting us to the team!

How are you using AI in your daily life? How is your organization using AI in your business? With the evolution of technology and the impacts to human life spans, how will the investment world need to adapt to meet the needs of beneficial owners over time? So many questions. So much to discuss. Thank you Ajay Singh, Ph.D. from HOOPP (Healthcare of Ontario Pension Plan) and Jim Breen from Pacific Life for guiding us through the future vision of the use of artificial intelligence in the investment world.

Beneficial owners turn up for one another. Four years in and this global asset owner association of nearly 40 members, representing a combined asset base of nearly $14 trillion, showed up today with a common interest to support the health and transparency of our marketplace. Today was a great day and tomorrow should be even better, together. Thank you to Pacific Life for the tremendous hospitality. We are excited to continue the momentum!

The stage is set. Let the meeting begin. The team at Pacific Life has set the bar high this year!
hashtag#bettertogether hashtag#securitiesfinance hashtag#buyside

A beautiful day for GPFA! We are thrilled to welcome GPFA members to the Pacific Life Headquarters in Newport Beach, California this week for our Annual Meeting. Stay tuned for what is to come and thank you to Pacific Life for hosting our global beneficial owner group!

We are excited to announce the outstanding keynote speakers joining us for the GPFA Annual Member Meeting in Newport Beach, CA at the Pacific Life headquarters. These industry leaders are coming to us from Academy Asset Management - a veteran-owned asset management group. We are honored to hear from Lieutenant General Michael Groen, Geopolitical Intelligence Group Member, Major General (Ret.) James A. Spider Marks, Head of Geopolitical Strategy and Academy Securities’ Senior Advisory Board Member, and Seth Rosenthal, CFA, Chief Investment Officer. We look forward to hearing their perspectives on the geopolitical landscape shaping the global macroeconomic environment in an age of advancing technology and artificial intelligence.  An invite to this year’s meeting has already been shared with GPFA members. If you are interested in attending this meeting and are a global beneficial owner, please reach out to us.

The Global Peer Financing Association (GPFA)’s Annual Member Meeting will be held this year in Newport Beach, CA in November 2024 at the Pacific Life headquarters. The meeting agenda is live and has been shared with GPFA members. If you are a global beneficial owner engaged in securities finance, balance sheet or treasury management functions, we encourage you to consider GPFA membership. Please reach out to GPFA if you are interested and we can share more details.

GPFA is gearing up for our Annual Member Meeting in November. This year, Pacific Life is hosting our buyside community at their headquarters in Newport Beach, California. At last year’s meeting, we had nearly 50 attendees from 7 different countries representing over US$7.5 Trillion in assets across 25 global beneficial owner institutions. GPFA has grown so much since then and we can’t wait to meet again in November! If you’re a beneficial owner and are interested in attending the meeting, you can become a member here: https://lnkd.in/en4reH32 or reach out to us on our website. Thank you to the team at Pacific Life for hosting the GPFA buyside community!

Cross-collaboration, advocacy, regulatory engagement, market standardization, member education, and best practice development. These Associations lead in all these ways and more. Our Global Peer Financing Association (GPFA) Chairperson, Robert Goobie CPA CMA, had the pleasure to join the CEOs of International Securities Lending Association (ISLA), ISDA, ICMA - International Capital Market Association, and AIMA - The Alternative Investment Management Association yesterday in Geneva for a wide ranging discussion of the global financing markets and how the members of these Associations interact to support trading and liquidity across the global capital markets. Thank you to Andrew Dyson and the team from International Securities Lending Association (ISLA) for including GPFA. Ina Budh-Raja, Chair of the ISLA Board superbly moderated this important discussion. It was great to get to know Scott O'Malia, Jack Inglis, and Bryan Pascoe and learn more about your respective markets and Association priorities. Thank you for such an engaging conversation. We look forward to connecting more in the future.