ISLA 30th Annual Securities Finance & Collateral Management Conference
- 20-22 June 2023
- Lisbon, Portugal
ISLA 30th Annual Securities Finance & Collateral Management Conference
Lídia Pereira
Portuguese Member of European Parliament (MEP)
European People’s Party (EPP)
Lídia Pereira
Portuguese Member of European Parliament (MEP)
European People’s Party (EPP)
Read moreVerena Ross
Chair
European Securities and Markets Authority (ESMA)
Verena Ross
Chair
European Securities and Markets Authority (ESMA)
Read moreLuís Laginha de Sousa
Chair of the Management Board
Securities Market Commission (CMVM)
Luís Laginha de Sousa
Chair of the Management Board
Securities Market Commission (CMVM)
Read moreTomi Adu
Executive Director
Morgan Stanley
Tomi Adu is an Executive Director within Morgan Stanley’s Bank Resource Management division. BRM is responsible for secured funding, collateral/margin optimization and holistic management of the Institutional Securities Group’s financial resources.
Tomi is European Head of Secured Funding and Collateral Optimisation Trading, spanning both Equities and Fixed Income businesses. Prior to Morgan Stanley, Tomi has 16 years of experience within Securities Finance and Collateral Trading at Scotiabank and UBS.
She holds a Masters in Chemical Engineering and Business Management from the University of Manchester and worked as an engineer at Unilever prior to starting her banking career.
Tomi Adu
Executive Director
Morgan Stanley
Read moreJohanne Armita
Head of EMEA Institutional Sales Trading
Goldman Sachs
Johanne Armita is head of the EMEA Institutional Sales Trading team within European Prime Brokerage. She joined Goldman Sachs in 2010 as an associate and was named managing director in 2021. Prior to joining the firm, Johanne began her career in Equity Finance at BlackRock.
Johanne serves on the Bank of England Securities Lending Committee.
Johanne Armita
Head of EMEA Institutional Sales Trading
Goldman Sachs
Read moreEric Badger
Managing Director, Global Head of Sales and Relationship Management
BNY Mellon
Eric Badger leads sales and relationship management globally for BNY Mellon’s Clearance & Collateral Management (CCM) business. In this role, he oversees client relationships, account management and strategic business development, and is responsible for driving client engagement and communication. Eric has held several leadership roles in both New York and London within Broker Dealer Services, Markets, Global Client Management and Credit Risk. Eric originally joined BNY Mellon as an analyst where he completed the firm’s credit training program. Eric earned Bachelor of Science, Finance and Master of Business Administration degrees from John Carroll University. Eric is a member of the CCM EXCO and Board Member of three+one®, a FinTech provider to the public and educational sectors.
Eric Badger
Managing Director, Global Head of Sales and Relationship Management
BNY Mellon
Read moreMonique Baines
Vice President
Macquarie
Monique joined Macquarie 2 years ago after 10 years at JP Morgan, 9 years at Morgan Stanley and 2 years at BGI. Prior to that she worked at Standard Bank & Credit Agricole in South Africa before moving to the UK in 2002. She has covered all markets in her tenure, along with various projects such as new system implantation’s, new regulation roll outs and onboarding of many new accounts.
Monique Baines
Vice President
Macquarie
Read moreTina Baker
Head of Legal Services
ISLA
Tina is Head of Legal Services at ISLA, where she oversees all aspects of our legal documentation and opinions work for the benefit of ISLA members. This includes the management of our various legal working groups and streams to determine new and ongoing priorities and initiatives, as well as the relationships with external counsel and our netting opinions provider, aosphere.
Tina is also the Association’s lead on all matters related to diversity and inclusion within the industry and the workplace. Working internally and with the wider industry, she monitors progress and developments in this area, as well as championing key initiatives that aim to drive real change.
Tina is a securities lending professional, having spent 11 years at Deutsche Bank in a senior Sales and Marketing role in the Equity financing team. Prior to joining Deutsche Bank, Tina worked in a sales and relationship management role supporting the securities lending trading desk at Morgan Stanley.
Tina Baker
Head of Legal Services
ISLA
Read moreRoss Bowman
Global Head of Agency Securities Lending Client Management
BNP Paribas
Ross is responsible for the management of agency lending clients within the Securities Services business of BNP Paribas, and has worked in the financial services industry for over 30 years, specialising in the securities finance and collateral management industry since 2001. Before joining BNP Paribas, Ross held similar positions with eSecLending, BNY Mellon and JPMorgan.
Ross Bowman
Global Head of Agency Securities Lending Client Management
BNP Paribas
Read moreDavid Brand
Managing Director
Royal Bank of Canada
David Brand joined Royal Bank of Canada in 2019 as Managing Director within its Central Funding Group. Based in London, David joined RBC from Morgan Stanley, where he spent 15 years, most recently as the Global Head of Sales for the repo and securities finance business. Prior to MS, David spent eight years at Deutsche Bank in various roles across fixed income sales and trading. David has a degree in Economics from Loughborough University and lives in Hertfordshire with his wife and two children.
David Brand
Managing Director
Royal Bank of Canada
Read moreMichael Brown
Partner
Clifford Chance
Michael Brown is a Partner in the derivatives and structured products practice at Clifford Chance. Michael specialises in securities financing transactions, derivatives and bespoke collateral structures. Michael also advises on a range of related regulatory developments and innovations in the market, such as the use of digital assets.
Michael Brown
Partner
Clifford Chance
Read moreMatt Brunette
Global Head of Financing
Norges Bank Investment Management
Matt manages the Financing department for NBIM, which is part of the Asset Strategies (Enhanced Indexing) investment area. His team is responsible for cash management and securities lending on the combined equity and fixed income portfolio. Prior to joining NBIM in 2002 on the Equity Trading desk, he worked at BlackRock and Morgan Stanley. Matt holds degrees from UC Santa Barbara (BA Economics) and the London School of Economics (MSc Accounting and Finance).
Matt Brunette
Global Head of Financing
Norges Bank Investment Management
Read moreIna Budh-Raja
EMEA Head of Securities Finance Regulatory Strategy & Industry Affairs and Markets ESG
BNY Mellon
Ina is EMEA Head of Regulatory Strategy & Industry Affairs for BNY Mellon’s Securities Finance business and Head of ESG for BNYM’s Markets division. She serves in a business advisory role and is responsible for leading the business’ efforts to identify and capitalize on new opportunities in a changing regulatory environment. She is also responsible for the Markets ESG commercial strategy at Bank of New York Mellon. Ina joined BNYM in 2018 from the State Street Bank & Trust Securities Finance business, where she was Head of Regulatory Affairs, EMEA. Prior to that Ina was Managing Counsel for State Street’s Securities Finance business in EMEA and previously, derivatives & securities finance legal counsel supporting the equity finance and money markets desks at Deutsche Bank AG, London. Ina is Chair of the ISLA Board of Directors and co-Chairs the ISLA ESG SteerCo, she is a member of the Bank of England Money Markets Committee, the Bank of England Securities Lending Committee and is Chair of the Bank of England Money Markets Code sub-committee. In addition, she co-leads Women in Securities Finance London.
Ina Budh-Raja
EMEA Head of Securities Finance Regulatory Strategy & Industry Affairs and Markets ESG
BNY Mellon
Read moreCassie Jones, CFA
Managing Director, Head of Securities Finance Client Management
State Street
Cassie Jones is a Managing Director at State Street serving as EMEA Head of Securities Finance Client Management. Cassie is responsible for relationship management and sales for State Street’s Agency Lending, Repo and principal financing products.
Previously, Cassie led the Repo and Collateral business development teams at State Street. She was strategically involved in the launch of State Street’s Collateral+ solution and Peer-to-Peer financing platforms. Cassie has held a number of roles in State Street’s financing division including trading, product development, business development, and analytics.
Cassie is a Chartered Financial Analyst (CFA) Charterholder and holds a Bachelors Degree in Finance.
Cassie Jones, CFA
Managing Director, Head of Securities Finance Client Management
State Street
Read moreRebecca Carey
Head of Product Management Transaction Processing
Euroclear
Rebecca is part of the Product and Strategy team at Euroclear with responsibility for securities settlement at Euroclear Bank and the ESES CSDs. She leads a broad range of regulatory and strategic initiatives and projects. Rebecca’s aim is to work actively with the Industry to improve settlement efficiency.
She has been at Euroclear since 2008, based in Brussels. Before Euroclear, Rebecca held various operations and business development roles at UBS and spent 5 years running her own building company. Rebecca holds a degree in Psychology and Philosophy from Oxford University and a Masters in Post-Soviet studies from UCL School of Slavonic and East European Studies.
Rebecca Carey
Head of Product Management Transaction Processing
Euroclear
Read moreFredrik Carstens
Public Affairs Advisor
ISLA
In January 2022 Fredrik joined ISLA as a Public Affairs Advisor.
Based in Munich, Germany, Freddie will engage with all industry stakeholders supporting ISLA’s work in the EMEA region. The focus is to further develop the relationship with market regulators and policy makers in Europe advocating the role of securities lending in the financial markets. Freddie will work closely with member firms and industry organisations supporting their needs and requirements in developing the industry.
Freddie brings with him over 30 years of financial markets experience working both in trading and in senior sales roles in the securities lending industry with JP Morgan, Dresdner Bank and most recently as Global Head of Sales and Client Relationships at Deutsche Bank in London.
Fredrik Carstens
Public Affairs Advisor
ISLA
Read moreAlessandro Cozzani
Managing Director and Head of Asset Optimization Group (AOG) EMEA & APAC
Bank of America
Alessandro Cozzani is a Managing Director and Head of Asset Optimization Group (AOG) for EMEA and APAC at Bank of America. He is globally responsible for collateral trading and funding for the Equity Division. Alessandro leads the team responsible for funding the Equity Division as well as managing its balance sheet, capital and liquidity usage across legal entities. AOG focus on regulatory changes and requirements for the individual Lines of Business (LoB), acting as the central point of contact with Treasury and CFO Risk. Alessandro also works with Finance to implement asset and RWA targets and limits for the Equity Division. Alessandro manages and trades all these functions as a central hub, providing pricing to each LoB for their financing requirements and optimizing the Division’s inventory. Prior to joining Bank of America in 2013, Alessandro spent 3 years at Citigroup where he headed the Americas Equity Funding Desk. Before that, Alessandro was with Morgan Stanley where he began his career working in the Equity Finance Desk. Alessandro holds a MEng from Imperial College London. He is Deputy Chair of the International Securities Lending Association (ISLA). He is also a member of the Bank of England’s UK Money Markets Code Sub-Committee
Alessandro Cozzani
Managing Director and Head of Asset Optimization Group (AOG) EMEA & APAC
Bank of America
Read moreChristian Dale
Director
Barclays
Christian is a Director in the Resource Management Group at Barclays. He has experience across investment banking working with senior managers and clients to develop and execute business strategy, adapt to regulatory change and create shareholder value. Christian has specialist experience in securities financing and prime brokerage overseeing capital, leverage and liquidity. He graduated from the University of Cambridge with a degree in Economics and is formerly a CFA charter holder.
Christian Dale
Director
Barclays
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 moreLaura Douglas
Senior Associate
Clifford Chance
Laura is a Senior Associate in the financial regulation group at Clifford Chance in London, specialising in financial markets law and regulation. Laura advises a range of financial institutions on regulatory reform projects, financial product structuring, day-to-day regulatory compliance and regulated M&A. Laura’s areas of practice include MiFID2, EMIR, SFTR, AIFMD, CSDR, FinTech and payments regulation, governance and conduct-related issues, including ESG-related regulatory requirements. She was seconded to the regulatory team at an international bank in 2013 where she advised the bank on matters relating to regulation of clearing and settlement, financial collateral, securities financing transactions and payment services.
Laura Douglas
Senior Associate
Clifford Chance
Read moreElliot Drews
European Lead - Product Management, Agency Securities Finance
J.P. Morgan
Elliot is responsible for managing the Agency Securities Finance (ASF) product for J.P. Morgan’s European business, operating out of Luxembourg. He is also global ASF product lead for ESG and Digital initiatives, and is a member of the ISLA Digital Assets working group.
He has been with J.P. Morgan since 2015, initially joining the Depositary business to build out the Investment Compliance function having previously held Risk Management roles at Northern Trust and Royal Bank of Scotland.
Elliot holds an MSc in Entrepreneurship & Innovation from the University of Luxembourg.
Elliot Drews
European Lead - Product Management, Agency Securities Finance
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 moreMark Faulkner
Co-Founder
Credit Benchmark
Mark has an established track record in bringing transparency to rapidly-developing areas of financial services. Alongside his business partner Donal Smith, he co-founded Credit Benchmark in 2013, introducing the world’s most comprehensive source of consensus credit risk data. In 1994, Mark spotted an opportunity to provide customers in the securities financing industry with independent specialist advice and services. The company he founded, Data Explorers, became the leading provider of securities lending data across all global market sectors, and was acquired by IHS Markit in 2012. Mark graduated from the London School of Economics and held management roles at LM Moneybrokers, Goldman Sachs and Lehman Brothers.
Mark Faulkner
Co-Founder
Credit Benchmark
Read moreJemma Finglas
EMEA Head of Asset Financing
Citi
Jemma is the Head of Business Development Asset Financing in EMEA at Citi. In this role, she is responsible for driving the growth and client strategy in the lending space across existing and prospective clients.
Jemma has over 28 years of experience in the financing industry, including positions across Prime Brokerage and Financing desks during tenures at Lehman Brothers and ING Barings. Prior to joining Citi in 2015 as the Head of Sales for Lending in EMEA, Jemma ran both agency and principal products during a 10-year tenure at BNP Paribas.
Jemma graduated with a masters from Trinity College in 1991.
Jemma Finglas
EMEA Head of Asset Financing
Citi
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 trading strategy 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 moreBrooke Gillman
Managing Director, Global Head of Client Relationship Management
eSecLending
Brooke manages the Client Relationship Management team globally for eSecLending and is responsible for leading the firm’s service model and strategy for all client programs. She also oversees the firm’s marketing and communications group. Brooke has been in the securities lending industry and with eSecLending since its inception in 2000, when she was one of the firm’s founding members that started the business. Brooke has held various senior positions at eSecLending throughout the company’s growth including Business Development, Relationship Management and Marketing and Communications. In addition to her work with eSecLending, Brooke volunteers her time in the securities finance marketplace as well as outside of our industry. She is on the Leadership team for Women in Securities Finance, representing Boston as a co-Chapter Lead and she serves as company Secretary for the Global Peer Financing Association (GPFA), a non-profit business association supporting global beneficial owners. She also is Chair of her local Parks Foundation of Burlington as well as serves on the Investment Committee for the United Way of Northwestern Vermont. Brooke received her Bachelor of Arts in Business Administration from the University of Washington.
Brooke Gillman
Managing Director, Global Head of Client Relationship Management
eSecLending
Read moreKeren Halperin
Deputy CEO & Chief of Staff
Sharegain
Keren has over 20 years of experience in capital markets and fintech, first as a trader at a pioneering algo-trading company; then as a lawyer in the legal department at a the Tel Aviv stock exchange; and today, as Deputy CEO & Chief of Staff of Sharegain, the global B2B capital markets fintech that is democratising securities lending. Keren is also a member of the International Securities Lending Association (ISLA) board.
Keren Halperin
Deputy CEO & Chief of Staff
Sharegain
Read moreGlenn Havlicek
CEO & Co-Founder
GLMX
Since co-founding GLMX in 2010, Glenn has been focused on building a centralized trading portal for the money market ecosystem; which currently includes Repo, Securities Lending, Time Deposits and Commercial Paper. Glenn is a 22-year veteran of JP Morgan Chase where he served as Managing Director responsible for Global Liquidity Management and as Chair of the Liquidity Risk Committee. Glenn holds an AB/Economics from Dartmouth College.
Glenn Havlicek
CEO & Co-Founder
GLMX
Read moreEileen Herlihy
Managing Director and Global Head of Trading Services Sales, Platform Sales – Securities Services
J.P. Morgan
Eileen is the Global Head of Trading Services Sales. Eileen began her career in Interest Rate Sales in 2003 and moved thereafter to Interest Rates Exotics Trading, both at J.P. Morgan and at Morgan Stanley.
She joined J.P. Morgan’s Derivatives Clearing business in 2011, initially to build out the Rates OTC Client Clearing Franchise. Her product and market responsibilities expanded thereafter, culminating in her leading EMEA Derivatives Clearing Sales from 2016. In May 2022, she moved to her current role, with global sales responsibility for the Trading Services business, which encompasses Agent Securities Finance, Collateral Management and Tri-Party.
Eileen has a first-class degree in Natural Sciences and Management Studies from the University of Cambridge.
Eileen Herlihy
Managing Director and Global Head of Trading Services Sales, Platform Sales – Securities Services
J.P. Morgan
Read moreCiara Horigan
Vice President - Regulatory, Industry & Government Affairs
State Street
Ciara is a Vice President in the Regulatory, Industry and Government Affairs, based in London and joined the firm in 2017. Ciara leads on climate and wider environmental, social and governance-related public policy matters, globally, in addition to certain regional-specific issues. She collaborates with internal and external stakeholders to coordinate firmwide public policy messaging across State Street’s core business lines in response to the evolving global regulatory landscape. This includes briefing senior management, drafting policy position papers, public comments letters and engaging with global policymakers. She represents State Street in various industry collaborations and associations, and is co-Chair of ISLA’s Sustainable Finance Council. Prior to State Street, Ciara worked in the Government & Regulatory Affairs team (2012-2016) as well as the Compliance Regulatory Strategy team (2016-2017) at Deutsche Bank AG. She started her career as a financial consultant in a regulatory consultancy in London, after graduating with a Bachelor degree from Queen Mary University of London.
Ciara Horigan
Vice President - Regulatory, Industry & Government Affairs
State Street
Read morePatricia Hostin
Senior Vice President, Global Head of Agency Lending
State Street
Patricia Hostin is the Global Head of Agency Lending at State Street. Patricia is responsible for overseeing the entire business globally and works collaboratively across key business and support functions to ensure State Street delivers a leading securities lending product to meet the multifaceted needs of clients.
Most recently, Patricia was the Managing Director for Financial Resource Management at Blackrock, executing against the firm’s global strategy for optimizing capital & balance sheet consumption with broker dealer counterparties across repo financing, securities lending, prime brokerage financing, cash management, and trading. Ms. Hostin’s service with the firm dated back to 2003, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. During her 20-year tenure at Blackrock, Patricia held a variety of roles within Securities Finance including Head of US Equity & Fixed Income Trading, which included global responsibility for Research and Electronic Trading. Patricia also spent several years in Business Strategy, which was responsible for securities lending and cash research and development and vetting of new strategic initiatives and alternative business models. Prior to this role, Patricia was a trader in BGI’s securities lending group.
Patricia Hostin
Senior Vice President, Global Head of Agency Lending
State Street
Read moreNithya Iyer
Senior Specialist - Sustainable Financial System
UN PRI
Nithya Iyer is a responsible investment specialist with over 15 years experience in the industry. With experience across the Asia Pacific, European and U.S. markets, she has previously supported work programmes at institutional and financial services industry organisations, ESG research providers and think tanks. Since 2020, she has shifted her focus towards the interrelationship between systemic risks and capital market dynamics. In her current role at the UN Principles for Responsible Investment, she is focussed on how system-level interventions can address persistent barriers to a sustainable financial system.
Nithya Iyer
Senior Specialist - Sustainable Financial System
UN PRI
Read moreStefan Kaiser
Managing Director
BlackRock
Stefan Kaiser, Managing Director, is responsible for Securities Lending clients in EMEA and APAC within BlackRock Global Markets. This includes all securities lending client relationships across Retail, ETF and Institutional clients as well as regulatory engagement. Additionally, Mr. Kaiser is responsible for leading Business Strategy in EMEA and APAC focusing on planning the business’ strategic direction and driving initiatives in the best interest of our clients. Mr. Kaiser’s service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to joining BGI, Mr. Kaiser worked for Commerzbank in a variety of positions, including Mergers & Acquisitions, Corporate Banking, Investor Relations and Asset Management in London, Shanghai, Frankfurt and Singapore. Mr. Kaiser represents BlackRock on the board of the International Securities Lending Association (ISLA). He earned a BA degree in finance from University of Cooperative Education Mosbach and an MSc in business management and economics from University of Trier.
Stefan Kaiser
Managing Director
BlackRock
Read moreMeera Khosla
Director
Barclays
Meera is a Director in the Business Advisory Tax team at Barclays and supports various businesses in the bank, including the equity finance and prime brokerage business. Prior to joining Barclays, Meera worked as an Executive Director the equity finance business at Goldman Sachs and preceding that, as Executive Director in the Business Advisory Tax team at JP Morgan supporting the Agency Lending and Prime Brokerage businesses.
Meera is a qualified lawyer and practiced at DLA Piper advising on tax advisory and litigation matters. She is also the current Chair of the Tax Working Group at ISLA. Meera holds an LLB in Law and a Masters in Investigative Journalism.
Meera Khosla
Director
Barclays
Read moreKyle Kolasingh
Director, Head of Market Services Solutions
RBC Investor & Treasury Services
Kyle oversees lender management for the RBC I&TS Securities Finance program and is also Head of Market Services Solutions providing technical sales and relationship management coverage across securities finance, foreign exchange and cash management products. He has been with RBC I&TS since 2010 having previously worked from RBC Caribbean, and over the past twelve years has held various positions including Corporate Actions and Entitlements, Risk & Investment Analytics and Proposal Management. Based in Toronto, Kyle works closely with RBC I&TS’ beneficial owners and internal partners in the provision of securities financing products and solutions to the Bank’s existing and prospective clients. Kyle is also the Coordinator and executive team member at the Canadian Securities Lending Association and represents the association at the Global Alliance of Securities Lending Associations. He holds a Bachelor of Administrative Studies with Honours in Finance from York University.
Kyle Kolasingh
Director, Head of Market Services Solutions
RBC Investor & Treasury Services
Read moreMaximilian Kufer
Head of ESG Client Strategy EMEA & Private Markets
Invesco
Maximilian Kufer is Head of ESG Client Strategies for EMEA and Private Markets, which include Invesco’s Global Real Estate and Private Credit platforms. Based in London, Max is responsible for client engagement, development of ESG strategies and representing Invesco in industry forums. In his role, he sets the strategic direction for ESG, leads investment teams on best practice as well as chairs ESG committees within investment centres. He is a member of the IIGCC Property Group, ELFA ESG Committee and LSTA ESG Advisory Board. Prior to joining Invesco, he was Global Sustainability Manager at AXA IM – Alts where he was responsible for the ESG strategy within real estate, infrastructure and private credit
Maximilian Kufer
Head of ESG Client Strategy EMEA & Private Markets
Invesco
Read moreFarrah Mahmood
Director - Regulatory Affairs
ISLA
Farrah joined ISLA in September 2019 and is Director – Regulatory Affairs within the Regulation & Market Practice group.
Farrah provides invaluable support to this strategically important part of the Association’s focus, by working with the various workstream coordinators to monitor and assess EMEA financial regulations, including Tax, that have potential to impact the securities lending market.
Farrah reviews regulatory implementation, consultations and manages industry working groups, whilst monitoring updates from policy makers & National Competent Authorities to maintain best practice documentation.
Prior to ISLA, Farrah occupied client service and desk support roles within derivatives and securities lending middle office, as well as in asset servicing operations, for J.P Morgan Chase.
Farrah Mahmood
Director - Regulatory Affairs
ISLA
Read moreGabi Mantle
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
Head of Post-Trade Solutions
EquiLend
Read moreJamie Masters
EMEA Head of Legal for Financing Solutions
State Street
Jamie is the EMEA Head of Legal for Financing Solutions at State Street. He advises on a wide range of matters including day-to-day operational issues, regulatory impact analysis (including MiFID2, SFTR, CSDR and CASS) and product development initiatives such as capital optimisation arrangements, jurisdictional expansions and new financing structures.
Prior to joining State Street, Jamie held in-house roles supporting securities finance business at UBS and BNY Mellon as well as working in private practice in the structured finance team at Freshfields.
Jamie Masters
EMEA Head of Legal for Financing Solutions
State Street
Read morePhilip Morgan
CEO
Pirum Systems
Philip Morgan is CEO at Pirum Systems where he has worked for 7 years. Prior to that he was a Managing Director in Nomura’s Prime Finance business with responsibility for Equity Finance, Delta 1 and Prime Brokerage in EMEA. Phil started his career at JPMorgan (nee Chemical Bank) in 1996, where he went on to hold senior positions, culminating in global responsibility for the client facing functions within the clearance & collateral management businesses. In 2007 Phil left JPM to join Lehman Brothers and ran Liquidity Sales across fixed income and equity. He holds a BSc (Hons) from Cardiff University.
Philip Morgan
CEO
Pirum Systems
Read moreEd Oliver
Managing Director, Product Development
eSecLending
Ed is Managing Director, Product Development at eSecLending (Europe) Ltd. and is responsible for leading the company’s product development efforts focused on new markets, collateral and liquidity solutions and regulatory initiatives. Ed joined eSecLending in 2010 having begun his financial services career in 1988. Prior to joining eSecLending, Ed held positions at Data Explorers (now part of S&P Global), Northern Trust, Baring Asset Management and Lloyds Bank. Ed is on the Executive Committee of the Pan Asia Securities Lending Association (PASLA) and CEO of eSecLending Europe Limited.
Ed Oliver
Managing Director, Product Development
eSecLending
Read moreJohann Palychata
Head of Partnerships and New Platforms, Securities Services business
BNP Paribas
Johann has 15 years of experience in the financial services in London and Paris and has contributed to the creation of new solutions for asset managers, insurers and pension funds helping them to improve distribution to their clients and manage their assets. He currently works in the Market and Financing Services of the Securities Services of BNP Paribas. He is committed to explore how digital impacts trust networks like finance and can create opportunities. He is a member of the Digital Steering Group at ISLA.
Johann Palychata
Head of Partnerships and New Platforms, Securities Services business
BNP Paribas
Read moreJamie Pullen
Director (Legal)
BlackRock
Jamie Pullen is a Director in BlackRock’s Legal Department and is responsible for securities lending and repo in EMEA. Prior to joining BlackRock, Jamie was at Bank of America where he was primary legal coverage for the securities lending and asset optimization businesses in EMEA, and before that, he was an Executive Director at Goldman Sachs where he was legal coverage for their repo, liquidity products, cash bonds and securities lending businesses. Jamie began his career in private practice in the Derivatives and Structured Finance team at Fieldfisher LLP.
Jamie is currently chair of ISLA’s Documentation group and has previously been chair of its Legal Steering group. He is a contributing author to the Globe Law and Business publication titled “Repo and Securities Lending: A Practitioner’s Guide”. Jamie holds a BA in Music from the University of Bristol and completed his Graduate Diploma in Law and the Legal Practice Course at the University of Law in London.
Jamie Pullen
Director (Legal)
BlackRock
Read moreJon Pyzer
Senior Adviser
Bank of England
After a career of 34 years in the sterling money markets both as a Managing Director of two of the largest sterling money brokers, and in charge of a large treasury management consultancy company, Jon was recruited by the Financial Services Authority at the height of the Financial Crises in 2008. He subsequently joined the Bank of England in 2013 and led the work on the drafting of the UK Money Market Code. He remains responsible for stewardship of the Code at the Bank, as well as leading the Sterling Markets Division’s interaction with the main market participants. He leads the Bank’s engagement with the securities lending market and co-ordinates the Bank’s Securities Lending Committee. He has three grown up children. He is a member of the MCC, a member of the Court of a City Livery Company, focussing on Equality, Diversity and Inclusion matters, and a season ticket holder at West Ham United.
Jon Pyzer
Senior Adviser
Bank of England
Read moreMark Richardson
Head of Trading
Zodia Markets
Mark is the Head of Trading at Zodia Markets, where he leads the OTC execution desk.
Zodia Markets is an FCA Registered digital asset exchange and brokerage, which combines Standard Chartered’s institutional banking background and OSL’s expertise in Digital Asset markets.
Previously, Mark was Head of Prime Brokerage Equity Finance at Credit Suisse EMEA where he was responsible for migrating the Prime trading business from London to Dublin. He began his financial markets career in Goldman Sachs Equity Finance before moving to UBS as a sales trader focusing on US institutional clients.
Mark Richardson
Head of Trading
Zodia Markets
Read moreDonia Rouigueb
Head of Sales- Securities finance and Repo
CACEIS Bank
Donia Rouigueb is Head of Sales in charge of developing CACEIS Group’s Securities Finance and Repo services amongst the Group custody franchise by developing tailor-made products for institutional, asset managers, sovereign and corporate entities.
She started her career in the Securities Lending industry in 2007 as a Securities Lending Trader for CANDRIAM in Paris. In 2010, she moved to a Securities Finance Trader position at Mediobanca SpA between Milan and London to help with the creation of a dedicated securities finance desk to support Equity derivatives activity before moving to CACEIS in 2015.
Donia graduated from the Edhec Business School, majoring in risk and asset management as well as from the University of Paris 1 La Sorbonne as an economics major.
Donia Rouigueb
Head of Sales- Securities finance and Repo
CACEIS Bank
Read moreMarcus Rudler
EMEA Head of Agency Securities Finance Trading
J.PMorgan
Marcus Rudler is the EMEA Head of Agency Securities Finance Trading. Marcus has over 20 years of Industry experience, most recently at Citigroup where he was EMEA Equity Head of Agency Securities Finance Trading. He began his banking career at Barclays Global Investors in the Fund accounting group. After the merger with BlackRock, Marcus moved to JPMorgan to work on the Securities Finance Trading desk before then moving to Citigroup in a similar capacity and was then promote to Head of the equity Agency Finance trading business.
Marcus holds a BSc in Economics from the Loughborough University
Marcus Rudler
EMEA Head of Agency Securities Finance Trading
J.PMorgan
Read moreDavid Shone
Director - Digital Affairs
ISLA
David joined ISLA as a consultant in 2020 to lead the pilot study of a securities lending transaction through a Common Domain Model (CDM).
The success of this initial study has led to a strategic focus by ISLA into the future digitisation of our industry and David joined the team as a permanent member of staff in January 2021 to lead these efforts.
As part of Regulation and Market Practice team, David is responsible for the development and implementation of a Securities Lending Common Domain Model, digital infrastructure, and the ongoing transformation and monitoring of the digital landscape of the Securities Lending market.
Prior to joining ISLA, David held roles in technology and infrastructure at State Street, Barclays and UBS.
David Shone
Director - Digital Affairs
ISLA
Read moreRoelof van der Struik
Senior Treasury Manager
PGGM
Roelof van der Struik is Senior Treasury Manager at PGGM.
PGGM has approximately € 220 billion in assets under management.
Roelof has been with PGGM, in his current role, since 2008 and is responsible for the PGGM securities lending program with around € 75 billion in lendable assets. As part of the Treasury team he helps manage the day to day liquidity for the PGGM clients. Amongst other instruments PGGM Treasury uses bilateral, triparty and cleared Repos to manage its cash positions.
Roelof van der Struik
Senior Treasury Manager
PGGM
Read moreGeraldine Trippner
Head of Financing Solutions and Client Profitability
Société Générale
Géraldine joined Societe Generale in 1993 and has been running cash and repo desks on Core European debts for 20 years. After spending a couple of years on a more transverse role as a coordinator for Fixed Income and structured financing, Geraldine moved to the sales side in 2019 to look after the global markets financing solutions. Geraldine is also responsible for optimising the leverage ratio regarding commercial activities. In 2019, she was appointed Head of Financing Solutions for Global Markets Sales and Head of Financing and Client Profitability in February 2023. Géraldine has also been co-sponsor of Women in MARK since 2022.
Geraldine Trippner
Head of Financing Solutions and Client Profitability
Société Générale
Read moreSophia Le Vesconte
Counsel
Linklaters LLP
Sophia is a Counsel at Linklaters focused on knowledge and learning, with over fifteen years’ experience in financial structuring and regulation. In recent years, her focus has been on fintech, and in particular, digital assets. This comprises a wide and evolving range of product areas, from new markets in native cryptoassets (such as bitcoin) to the deployment of blockchain and distributed ledger technologies within traditional financial markets.
Within this area, Sophia writes briefings and thought-leadership, delivers training and develops advice and documentation on complex areas of law. She is also heavily engaged in efforts to shape related law and policy and support market development. Sophia recently supported ISDA in drafting its Digital Assets Derivatives Definitions, and was closely involved in the development of the UKJT Legal Statement on Digital Securities. She participates in various industry working groups, including within ISLA, ISDA, the Financial Markets Law Committee (FMLC) and TheCityUK. She has also co-authored work on fintech topics published in the Capital Markets Law Journal, the Butterworths Journal of International Banking and Financial Law and Artificial Intelligence Law and Regulation (Edward Edgar Publishing).
Sophia Le Vesconte
Counsel
Linklaters LLP
Read moreMartin Walker
Head of Product, SFCM
Broadridge Financial Solutions
Martin C W Walker is Head of Product Management for Securities Finance and Collateral Management at Broadridge Financial Solutions. He has had multiple articles, papers and books published on fintech, capital markets and management. Previous roles include global head of securities finance IT at Dresdner Kleinwort and global head of prime brokerage technology at RBS Markets. He received an MSc in computing science from Imperial College, London, and a BSc in economics from the London School of Economics.
Martin Walker
Head of Product, SFCM
Broadridge Financial Solutions
Read moreDina White
General Counsel
Zodia Markets
Dina White is General Counsel at Zodia Markets, where she leads the Legal function, including providing guidance and direction on strategic, governance and risk issues.
Prior to her current role, Dina spent much of her career at Bank of New York Mellon and U.S. Bancorp, focusing on mergers and acquisitions, corporate restructuring, corporate trustee work and complex financial products. Previously, Dina practiced as a capital markets lawyer at Clifford Chance in London, where she also trained.
Dina White
General Counsel
Zodia Markets
Read moreAnna de Winton
Vice President
BNP Paribas
Anna de Winton is a Vice President at BNP Paribas, leading a number of regulatory and change programmes for the equity finance and prime business. Anna has 20 years’ experience in the sector covering roles in the private sector and at the Financial Services Authority and Bank of England, and joined BNP Paribas in 2017. Anna holds a degree in Economics from Durham University. Anna is also chair of the ISLA Regulatory Steering Group.
Anna de Winton
Vice President
BNP Paribas
Read moreGeoffrey Yu
Senior Macro Strategist
BNY Mellon
Geoff Yu is an FX and macro strategist for EMEA, BNY Mellon Markets. A proven analyst and commentator on foreign exchange markets and asset allocation, Geoff is also a specialist on economic and political developments in China. He formerly served as the UK CIO for UBS Wealth Management and as a senior FX strategist for UBS Investment Bank. Raised in the UK and China, Geoffrey holds a double BA from Carleton College in the USA and an MSc in Finance from the London School of Economics.
Geoffrey Yu
Senior Macro Strategist
BNY Mellon
Read moreFor more information:
Email: events@islaemea.org