ISLA 14th Annual Post Trade Conference
- 6 November 2024
- London, UK
ISLA 14th Annual Post Trade Conference
Charlie Amesbury
Sales
HQLAᵡ
Charlie joined HQLAᵡ in 2022 to drive broader adoption of the platform across clients in Securities Finance and Collateral markets. He previously spent time in Prime Brokerage, managing the hedge fund relationships at Morgan Stanley.
Charlie Amesbury
Sales
HQLAᵡ
Read moreMatt Barnett
COO, Head of Operations
Sharegain
Matt Barnett is Head of Operations at Capital Markets Fintech Sharegain. Matt has over 27 years’ experience across Asset Services and Operations, and has held various senior operational and middle office positions at major corporate institutions (Deutsche Bank, Lehman Brothers, Nomura and Barclays), with his last role as the EMEA Head of Equity Finance Middle Office at Barclays – incorporating Trade Support, Collateral Management and Financing teams. An original hire at Sharegain in 2016, he has led the build and development of the operational and trading infrastructure and support over the past 8 years.
Matt Barnett
COO, Head of Operations
Sharegain
Read moreSabih Behzad
Head of Digital Assets and Currencies Transformation
Deutsche Bank
Sabih Behzad serves as the Head of Digital Assets & Currencies Transformation for the Corporate and Investment Bank. In this role, he oversees strategy and execution and seeks to develop and accelerate use cases within the bank. Key areas of focus include tokenisation of assets and money, DeFi and Metaverse.
He represents the bank in various industry bodies and forums. He is a member of the board of Taurus AG, a leading Swiss based digital assets company.
Sabih has been with Deutsche Bank for 14 years, working across the Technology and Operations, Investment Bank and Corporate Bank divisions. He has held a variety of roles including leading strategy, managing large change programmes and developing new businesses.
Prior to Deutsche Bank, Sabih worked within the M&A Corporate Finance division of Lehman Brothers in London and started his career in technology consulting with Lucent Technologies before moving on to Accenture.
He has implemented large scale technology projects and run development teams. He has a passion for technology and in particular, all things blockchain and DLT.
Sabih holds a BEng. in Computer Systems Engineering from the University of Manchester and a MBA with a concentration in Finance from London Business School.
He is a Chartered Engineer and a member of the Institute of Engineering and Technology.
Sabih Behzad
Head of Digital Assets and Currencies Transformation
Deutsche Bank
Read moreRebecca Bridgeman
Collateral Management Product Owner
BNY
Rebecca Bridgeman, CFA, joined the BNY Clearing & Collateral Management (CCM) Product team in September 2021 and is a Product Owner charged to improve the client experience for CCM clients, bringing platform product enhancements and deliveries to market.
Rebecca joined the bank in February 2018 as a Relationship Manager for the International Collateral Management Platform, where she managed the relationships of large banks and broker dealers. Her focus was revenue retention and growth, but she also acted as a trusted partner to her clients, advising them on the best way to achieve their short-term and long-term goals.Before joining BNY, Rebecca was with RBC Investor & Treasury Services from August 2016, an Associate Director in the Global Client Coverage team. In this role, she managed a portfolio of clients that mainly consisted of Asset Managers, Wealth Managers, and Family Offices, across all products that RBC Investor & Treasury Services offered. Her primary responsibility was revenue retention and growth, plus she additionally undertook business development of new relationships to the bank.Rebecca began her career in financial services in 2010, joining the securities lending business development team at BNP Paribas Securities Services. She obtained the CFA charter whilst working there, and prior, graduated from University of Southampton with a 2.1 degree in Mathematics.
Rebecca Bridgeman
Collateral Management Product Owner
BNY
Read moreMichael Brown
Partner
Clifford Chance
Michael Brown is a Partner at Clifford Chance in the London Derivatives and Structured Finance practice. Michael specialises in structured products and collateralised lending arrangements, often involving securities financing transactions, OTC derivatives and/or bespoke collateral arrangements. Michael led the CC team that drafted the Digital Assets Annexes recently published by ISLA and ICMA and has advised on a range of digital asset loans, financing arrangements and collateral structures. Michael has also advised on digital asset platforms designed to provide greater efficiency in the securities financing markets.
Michael Brown
Partner
Clifford Chance
Read moreAdrian Dale
Head of Regulation & Markets
ISLA
Adrian joined ISLA in January 2019 as Head of Regulation & Markets group. In this role, he manages the associations work on regulation, technology, and market practices of the EMEA Securities Lending markets.
Adrian has over 30 years of experience in financial services including diverse roles in product development, business analysis, IT development, trading, and operations at BNP Paribas, Barclays and BNY Mellon. Prior to joining ISLA Adrian was head of product development for SFTR at IHS Market.
Adrian Dale
Head of Regulation & Markets
ISLA
Read moreJames Day
Client Management
GLMX
James is responsible for client management at GLMX, across Repo, Stock Borrowing & Lending, Total Return Swaps and Money Markets.
Prior to joining GLMX, James was a Managing Director and Global Head of Securities Finance Product Development & Head of Securities Finance – UK for State Street. James held the responsibility for providing development of the business globally and responsible for providing strategic direction of the business in the UK.
James has 25 years of experience in the securities financing industry and was a board member of; The International Securities Lending Association (ISLA), Bank of England Securities Lending Committee, and the Association for Financial Markets in Europe (AFME) Securities Trading Committee.
Previously, James was a Managing Director and Head of Securities Finance EMEA for BNY Mellon. James progressed through a series of leadership roles with Barclays Capital where he was head of equity financing, and head of execution in EMEA and Asia.
James Day
Client Management
GLMX
Read moreMarjan Delatinne
Senior Vice President, Business Development
Digital Asset
Marjan is a seasoned executive with over two decades of experience in the financial industry and market infrastructures worldwide. She is deeply committed to driving business growth, profitability, and innovation, particularly through strategic investments in human capital and technology. Marjan has a rich international background in finance and emerging technologies.
Her leadership philosophy revolves around empowering diverse teams, prioritizing client needs, and embracing change as a catalyst for growth. Over the past six years, she has focused extensively on decentralized space. With her experience in regulated environments like Euroclear and SWIFT, she is aiming to drive blockchain and decentralized agendas on a global scale.
Currently, at Digital Asset, Marjan is focused on developing and scaling the Canton Network to the next level, in collaboration with market participants across the capital market and payments value chains.
She holds a university degree in Business Administration and a research master’s degree in Experimental & Clinical Psychology. Fluent in English, French, and Scandinavian languages, Marjan’s overarching vision is to bridge traditional and emerging financial systems, catalyzing a wave of innovation to drive competitive advantage.
Marjan Delatinne
Senior Vice President, Business Development
Digital Asset
Read moreElliot Drews
Senior Product Manager, Digital Product, Trading Services
J.P. Morgan
Elliot leads the development of product solutions leveraging DLT, Blockchain, and Tokenization to enhance J.P. Morgan’s Agency Securities Finance & Collateral Management (Trading Services) client offering. Elliot has served in securities finance product management at J.P. Morgan since 2018 and previously specialized in investment risk and compliance, with roles at Northern Trust and RBS. Elliot holds an MSc in Entrepreneurship & Innovation from the University of Luxembourg.
Elliot Drews
Senior Product Manager, Digital Product, Trading Services
J.P. Morgan
Read moreAndrew Dyson
Chief Executive Officer
ISLA
Andy joined ISLA in 2013 and took over as Chief Executive in mid-2016. As well as leading our advocacy efforts with policymakers and regulators, he is also responsible for defining the aims and objectives of the Association and ensuring that we meet the needs and requirements of our member firms across Europe, Middle East & Africa. He regularly participates in panel discussions at conferences and events, representing the interests of the industry and advocating the importance of securities lending to the efficient functioning of the broader capital markets.
Prior to joining ISLA, he held senior product and account management roles across the securities finance industry including Deutsche Bank, HSBC, Prudential M&G and IHS Markit (formerly Data Explorers).
Before joining the world of capital markets, Andy worked in commercial and corporate finance banking including aerospace finance.
Andrew Dyson
Chief Executive Officer
ISLA
Read moreSam Edwards
Managing Director, Alpha Collateral Services EMEA & APAC
State Street
Sam has over 20 years of experience in the collateral and secured financing sphere. Having previously headed up trading desks for Credit Suisse in both London and Hong Kong, he joined State Street in 2021 to build out the Collateral+ suite of services with a particular focus on driving buy side collateral management improvements; drawing the industry closer to full end to end inventory optimisation through both bilateral and triparty enabled services.
Sam Edwards
Managing Director, Alpha Collateral Services EMEA & APAC
State Street
Read moreRob Frost
Chief Product Officer
Pirum
Rob is CPO at Pirum where he and his teams based in New York and London are responsible for all new product initiatives as well as the established products & services. He was previously an industry practitioner holding securities finance roles at Goldman Sachs and HSBC and has been pivotal in developing Pirum’s industry leading automated solutions.
Rob Frost
Chief Product Officer
Pirum
Read moreJoseph Gillingwater
Global Head of Fixed Income Securities Finance Trading
Northern Trust
Joseph Gillingwater is a Senior Vice President and Global Head of Fixed Income Securities Finance Trading at Northern Trust Capital Markets.
Based in London, he joined Northern Trust in 2016, and is responsible for the global trading strategy, regulatory capital optimization, and distribution of bonds within the Agency Lending programme. Additionally, Joseph has responsibility for the management of repurchase agreement (repo) trading, including Northern Trust’s FICC sponsored repo capabilities.
Previously, Joseph was a Senior Portfolio Manager at State Street Global Advisors where he was responsible for the management of securities lending investments and short-term fixed income portfolios.
Joseph Gillingwater
Global Head of Fixed Income Securities Finance Trading
Northern Trust
Read moreJan Grauls
Product Manager, Collateral Management Services
Euroclear
Jan Grauls is a Product Manager for Euroclear’s collateral management services looking after product development and strategy, a role he has held since 2014.
Jan is responsible for a broad range of strategic initiatives and projects enhancing Euroclear’s services including collateral optimisation, inventory management and the mobilisation of collateral for monetary policy operations.
Jan joined Euroclear’s collateral operations in 2008 and has over 15 years’ experience working on collateral and securities financing in various roles.
Jan holds a Master’s degree in Applied Economics from the University of Louvain-la-Neuve, in Belgium.
Jan Grauls
Product Manager, Collateral Management Services
Euroclear
Read moreMichelle Gray
EMEA Head of Trading Services Operations
J.P. Morgan
Michelle Gray is the EMEA Head of Trading Services Operations at JPMorgan Chase Bank, with over 20 years of Operational experience. In this capacity, she oversees all European operational support for new business initiatives, product intersection, operability model structuring, systemic infrastructure design and advancing technology.
Michelle Gray
EMEA Head of Trading Services Operations
J.P. Morgan
Read moreJethro Hancock
Head of Funding Markets Sales
Lloyds Bank
Jethro is part of the funding markets sales team who manage clients using repo and money market products with Lloyds Bank Corporate Markets trading desks and Lloyds Bank PLC treasury. The team have a focus on the sterling market, connecting the bank with clients across pension schemes, insurance, sovereign wealth funds, central and commercial banks as well as corporate treasuries.
Jethro Hancock
Head of Funding Markets Sales
Lloyds Bank
Read moreMatthew Harrison
CEO
Trading Apps
Matthew has been building award winning securities finance systems for financial institutions for his entire career, including both development and systems management roles at investment banks such as Lehman Brothers, Credit Suisse and Deutsche Bank. He founded the software company RTFM Ltd that developed and sold the global securities finance system Martini (now known as Apex) which was subsequently sold to SunGard (now FIS). After a time in the IT consulting sector as a board director of Rule Financial Ltd (now GFT) he founded Trading Apps Ltd in 2011. Trading Apps provides automation tools for the front office, messaging service (TA.Link) and is also launching a new books and records platform called GlobeNet, which is a Global One and Loanet replacement.
Matthew Harrison
CEO
Trading Apps
Read moreDavid Lewis
Senior Director
FIS
With over 30 years in the securities finance and collateral management industry, David has extensive experience across Lending Agents (large and small) and technology companies, including a well-known and successful start-up data provider. An extensive knowledge of the industry, combined with the breadth of experience in client facing roles, allows David to bring a unique perspective to the securities finance market. With FIS for more than ten years, David has been the Global Head of Astec Analytics, a Regulatory SME for the Securities Finance Business and is now the Product Owner of the new FIS Securities Finance Matching Platform. As part of the FIS team driving our developments in the securities finance market, David is heavily involved in representing the industry and FIS publicly through his data research and thought leadership pieces as well as involvement with working groups at multiple industry associations.
David Lewis
Senior Director
FIS
Read moreJonathan Lombardo
ISLA Ex-Officio & Global Head of Business Management for FIC Sales
Deutsche Boerse
Jonathan Lombardo is a member of the Deutsche Boerse FIC Derivatives & Repo Sales team. Jonathan is Global Head of Business Management for FIC Sales and is responsible for running all sales support procedures for FIC centrally across OTC, ETD and funding & financing instruments supervising all daily activities, oversight of business productivity, efficiencies, and organizational agendas. Jonathan has over 25 years’ experience in the securities lending market and has had previous roles at Citi, Secfinex and Pirum. Jonathan was formally Chairman of the ISLA board and is now serving as Ex – Offcio.
Jonathan Lombardo
ISLA Ex-Officio & Global Head of Business Management for FIC Sales
Deutsche Boerse
Read moreGabi Mantle
Global Head of Post-Trade Solutions
EquiLend
Gabi Mantle is Head of Post-Trade Solutions at EquiLend, where she is responsible for post-trade client engagement, aiding product development and management of a team of product specialists which provides SME support to EquiLend’s new and existing clients. She also serves as the global spokesperson for all post-trade matters at EquiLend. Gabi has 23 years of finance industry experience, primarily in securities finance.
Prior to joining EquiLend in 2019, Gabi held positions at Deutsche Bank, UBS and Bank of America spanning all areas of securities lending and client asset operations. She has an extensive knowledge of securities lending operations processes as well as a strong industry network. Gabi has a bachelor’s degree in Business Administration, Management and Operations from Kingston University.
Gabi Mantle
Global Head of Post-Trade Solutions
EquiLend
Read moreTom Maskrey
Securities Lending Trader
Vanguard
Tom Maskrey is a Securities Lending Trader in Vanguard’s Equity Index Group. Tom joined Vanguard in 2018 and previously served as Chief of Staff to Vanguard Europe’s Head of IMG (Investment Management Group). Prior to Vanguard, he held a variety of roles in equities and operations at BMO Global Asset Management. He earned a BA Hons in Development Studies and Economics from the University of Manchester and is a CFA® Charterholder.
Tom Maskrey
Securities Lending Trader
Vanguard
Read moreTim McLeod
Head of Investment Operations (EMEA) and Global Head of Securities Lending Operations
BlackRock
Tim McLeod, Managing Director, is responsible for Global Investment Operations in EMEA and is the Global Head of Securities Lending Operations. Tim sits on the Bank of England Securities Lending Committee and Equilend’s Product Committee and Tim’s service with the firm dates to 2001 including his time with BGI. Prior to BGI, Tim worked for M&G and Bank of New York Mellon, and graduated in 1997 from Liverpool JM University with a BSc in Politics.
Tim McLeod
Head of Investment Operations (EMEA) and Global Head of Securities Lending Operations
BlackRock
Read moreKieran McRedmond
EMEA Head of Fixed Income Financing Operations
Morgan Stanley
Kieran ran the EMEA Equity and Fixed Income Financing Operations Middle Office at Morgan Stanley from 2018 to 2022 before focussing on Fixed Income Financing, which he has done for the last 2 years. His team manages the full trade lifecycle of stock loan and repo trades, including onboarding, trade booking and settlement, exposure management, billing, contract compare and transaction reporting. Prior to moving into the Secured Financing Operations, Kieran ran the EMEA Security Settlements team at Morgan Stanley from 2016 to 2018.
Prior to joining Morgan Stanley and relocating to the UK, Kieran lived in Australia where he held a number of different roles in Investment Operations within Wealth Management and Margin Lending.
Kieran McRedmond
EMEA Head of Fixed Income Financing Operations
Morgan Stanley
Read moreJim O’Brien
Vice President EMEA Operations
State Street
An Operations specialist with over 20 years experience managing Settlements, Collateral Management, Reconciliation and Corporate Actions teams across SSB Agency Lending and Prime Services programmes.
Jim O’Brien
Vice President EMEA Operations
State Street
Read moreMohammed Quorrich
Head of Liquidity Solutions
AXA Investment Managers
As head of Liquidity Solutions, Mohammed has been leading securities lending trading business at AXA IM since February 2023, covering a wide range of operations from short covering trades to more structured deals. Mohammed previously worked as deputy head of Group Investment Solutions at AXA Group during 6 years, overseeing financing, securities lending and derivatives’ overlays. He has an investment background which he performed as senior credit strategist and macro cross asset portfolio manager. Mohammed is also Chartered Financial Analyst (CFA).
Mohammed Quorrich
Head of Liquidity Solutions
AXA Investment Managers
Read moreMuneeb Shah
Director, Head of Digital Assets Technology Consulting
EY
Muneeb is Head of Digital Assets Technology consulting at EY UK. With over 17 years’ experience in the financial services sector, including working at large global banks, consulting firms and more recently heading product strategy at a blockchain scale-up. Muneeb is recognised for building innovative solutions leveraging emerging technologies and extensive experience helping financial institutions on large scale transformation projects, with a focus on innovation and digital first approach.
Muneeb Shah
Director, Head of Digital Assets Technology Consulting
EY
Read moreDavina Stickland
Director, EMEA Head of Product for Securities Lending
BlackRock
The Product team leads the innovation agenda for the securities lending business, to ensure we develop effective solutions on behalf of our clients. The group’s remit also includes planning the business’ strategic direction, regulatory engagement and market structure initiatives. Ms Stickland’s service with the firm dates back to 2004, including her years in Securities Lending Operations with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to joining BGI, Ms Stickland worked for Fidelity International in a variety of client support and operations positions. Ms Stickland represents BlackRock on the Bank of England Securities Lending Tax and Regulatory Sub-Committee.
Davina Stickland
Director, EMEA Head of Product for Securities Lending
BlackRock
Read moreSimon Waddington
Chief Operating Officer
ISLA
Simon Waddington joined ISLA in September 2024 as Chief Operating Officer.
He is responsible for overseeing ISLA’s day-to-day operational activities and the overall management of the business, including growth strategy, financial accounting, operational processes, human resources, and board secretariat.
Simon has been in the securities finance industry for over 25 years and has held senior positions at State Street and the Royal Bank of Canada, covering a broad range of roles across trading, product development, sales, and relationship management. Prior to joining ISLA he was Managing Director, Head of Business Development EMEA for State Street’s Financing Solutions business, which incorporated one of the world’s largest agency lending programs as well as various prime services and repo products.
Simon Waddington
Chief Operating Officer
ISLA
Read moreMark Wall
Chief European Economist
Deutsche Bank
Mark Wall is Chief European Economist and Managing Director at Deutsche Bank AG London. Mark joined Deutsche Bank in 1996, became Chief Euro Area Economist in 2007 and took over responsibility for Europe in 2016. Mark edits the European Economic team’s main publications, Focus Europe and Europe Blog. Recent research has focused on financial conditions, the transmission and implementation of ECB monetary policy and how monetary and fiscal policy will affect the path of the European economy. The Deutsche Bank European Economics team has been highly ranked in the Institutional Investor equity and fixed income client surveys consistently over the last 10 years. Mark has a first-class honours degree in economics from Trinity College Dublin where he was elected a Scholar and awarded a Gold Medal. Before joining Deutsche Bank, Mark spent a year in the graduate school of business at the University of British Columbia, Vancouver, studying finance and economics at doctoral level.
Mark Wall
Chief European Economist
Deutsche Bank
Read moreAdam Willis
Global Markets Funding & Optimisation Solutions
UBS
Adam currently works within UBS Investment Bank on the Funding & Optimisation Solutions desk in Global Markets. The team are responsible for the execution of liquidity and funding strategies across Global Markets including optimising the wider inventory pool. Prior to UBS, Adam held positions at Deutsche Bank and Lehman Brothers, always operating within the collateral, funding and optimisation landscapes.
Adam Willis
Global Markets Funding & Optimisation Solutions
UBS
Read morePhilip Winter
Head of EMEA Securities Lending
Citi
Phil joined Citigroup in January 2020 and heads the EMEA Securities Lending Supply Trading desk. Prior to that, Phil worked at Deutsche Bank for many years where he held a number of wide ranging Securities Finance roles across London, Tokyo, and Hong Kong.
Phil holds a Master’s Degree in Applied Finance, and has served twice as a member of the ISLA Board of Directors and is currently the Treasurer.
Philip Winter
Head of EMEA Securities Lending
Citi
Read more