Resource library
A curated collection of reports, guides and industry references for beneficial owners.
24 resources
May 26, 2026
Agenda for the May 26, 2026 GPFA and CASLA regional beneficial-owner meeting in Toronto, covering the macro outlook, repo markets, sponsored repo, tokenization, and stablecoins.
Mar 26, 2026
Professional biographies for KPMG Canada Digital Assets Centre of Excellence speakers Kareem Sadek, James Emerson, and George Djuric, covering their blockchain, digital-asset, risk, and advisory experience.
Oct 30, 2023
Member information form covering organization profile, contacts, securities-finance experience, operating model, priorities, and expected benefits from participation in GPFA.
Oct 19, 2023
Debevoise analysis of SEC Rule 10c-1a, including covered securities loans, reporting responsibilities and timing, public dissemination, cross-border application, and the implementation schedule.
Oct 16, 2023
Program for CDPQ's 2023 Symposium on Derivatives and Financial Markets, with sessions on geopolitics, decentralized finance, macro trends, investment strategy, and Canadian derivatives markets.
WhitepaperJun 29, 2023
Mark Faulkner's perspective on securities finance market structure and the role beneficial owners can play in shaping practice.
Nov 30, 2022
Draft terms of reference describing the GPFA Board Chair's role in agenda setting, strategic deliberation, meeting leadership, director engagement, and Board effectiveness.
Nov 30, 2022
Draft template for recording GPFA Board attendance, quorum, approvals, resolutions, conflicts, reports, and other meeting proceedings.
Nov 30, 2022
Draft terms of reference defining the GPFA Board's stewardship role, composition, powers, responsibilities, meeting practices, and expectations for directors.
Nov 30, 2022
Draft governance process for handling routine GPFA Board matters through a consent agenda, including default classifications, member review, removal requests, and approval.
Nov 30, 2022
Overview of the purpose and scope of GPFA's Board mandate, Board Chair terms of reference, consent agenda process, and meeting-minutes policy.
Apr 27, 2022
Summary of the April 26–27, 2022 GPFA Annual Member Meeting, including agreed action points on member collaboration, governance, education, technology, communications, and advocacy.
