ISLA AGM & 12th Annual Post Trade Conference
- 1 November 2022
- London, UK
ISLA AGM & 12th Annual Post Trade Conference
Ted Allen
Product Manager
FIS Securities Finance and Collateral
Ted Allen is Product Manager for FIS’ Securities Finance and Collateral Business. He has worked at the forefront of market developments at tier 1 banks, software and infrastructure providers and consultancies. Ted has driven the delivery of FIS’ market leading solutions for cross-product collateral management and optimization within capital markets and a new platform for banking book collateral management. His current focus is the next generation strategy for securities finance including the adoption of digital assets.
Ted Allen
Product Manager
FIS Securities Finance and Collateral
Read moreBanu Apers
Head of Securities Lending & Borrowing
Clearstream
Banu has been part of the Banking, Funding and Financing management team in Luxembourg since March 2013. She is currently Head of Securities Lending & Borrowing, following her role as the Head of Product Management for Collateral Management. Before joining Clearstream, Banu worked in securities marketing at SWIFT in Brussels with a specialisation in collateral management and securities financing. Previous professional experience also includes various positions at Algorithmics/Algo Collateral, KBC Bank NV and Barclays Capital London. She is closely involved in culture and inclusion in the workplace, advocating the diversity.
Banu Apers
Head of Securities Lending & Borrowing
Clearstream
Read moreMatthew Barnett
Head of Operations
Sharegain
Matt has been the Head of Operations at Sharegain for the last 6 years. Prior to this he spent the former 18 years in Operations at Deutsche Bank, Lehman Brothers 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.
Matthew Barnett
Head of Operations
Sharegain
Read moreBob Currie
Editor
Securities Finance Times
Bob Currie is editor of Securities Finance Times and group editor for Black Knight Media publications. He has more than 25 years of research and publishing experience, with a background spanning securities finance, asset servicing, financial technology and regulation.
Bob was previously co-founder and editorial director of Financial Services Research and research director at Funds Europe.
He was author of a Global Securities Operations (GSO) manual for the Chartered Institute of Securities and Investment (CISI), which was used as the course handbook for its GSO module from 2005 to 2016.
For much of the 1990s, Bob was lecturer and researcher in the UK university sector, specialising in international political economy and development strategy for emerging markets. He has a PhD in International Political Economy.
Bob Currie
Editor
Securities Finance Times
Read moreAdrian Dale
Head of Regulation, Digital & Market Practice
International Securities Lending Association (ISLA)
Adrian joined ISLA in January 2019 as Head of Regulation, Digital & Market Practice 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, Digital & Market Practice
International Securities Lending Association (ISLA)
Read moreSunil Daswani
Global Head of Securities Lending
Standard Chartered Bank
Sunil joined Standard Chartered Bank in August 2020 and is the Global Head of Agency Securities Lending. He has over 25 years of experience in the industry. He is responsible for the business, strategy and development of securities lending for our clients. This entails ensuring that client’s revenues are maximized while mitigating and minimising risks, through new trade types, reviewing the network of markets we lend in and the counterparties we selectively add to our program. A key objective of his is to ensure clients receive full transparency in their lending activities through close collaboration with beneficial owners, borrowers and industry associations.
Sunil previously was Head of Securities Finance Solutions at MarketAxess, with a focus on the firm’s regulatory transaction reporting products – mainly Securities Financing Transaction Regulation (SFTR).
Prior to MarketAxess, he worked at Northern Trust, where he was Head of the International Securities Lending business. He was responsible for Trading, Product Management & Clients in EMEA & APAC. In the years prior to this, he held a number of senior roles at Northern Trust, including head of Sales & Relationship Management for Capital Markets in EMEA and APAC. He also sat on the board of directors EquiLend and various boards at Northern Trust.
Sunil has served on numerous securities finance industry associations across those regions such as ISLA, ASLA & ICMA, most notably holding the position of Chairman of PASLA (Pan Asian Securities Lending Association).
Sunil is a champion of inclusion and leverages his influence and platform as the Global Head of Securities Lending at Standard Chartered Bank to drive change. He writes thoughtful articles surrounding LGBT+ inclusion which are available to all employees and is a member of the LGBT+ Network as a Top 100 Ally. Externally, Sunil is setting up a foundation called Proud to Be Proud, supporting people to embrace their authentic selves and helping them overcome barriers to progression.
Sunil holds a Bsc. (Econ) from the London School of Economics & Political Science
Sunil Daswani
Global Head of Securities Lending
Standard Chartered Bank
Read moreCaroline Dawson
Clifford Chance LLP
Partner
Caroline Dawson is a Partner in the financial regulation group in Clifford Chance’s London office. Ms. Dawson specializes in advising financial institutions and other market participants on financial market regulation, mergers and acquisitions in the financial sector and securities and derivatives transactions. Ms. Dawson regularly advises leading investment and commercial banks, industry associations and other clients on financial regulation and participates in industry committees and working groups on financial regulatory issues.
Caroline Dawson
Clifford Chance LLP
Partner
Read moreAndrew Dyson
Chief Executive Officer
International Securities Lending Association (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
International Securities Lending Association (ISLA)
Read moreDaniel Franks
Partner
Ashurst LLP
Daniel has more than 20 years’ experience advising on complex derivatives, structured finance, securities lending and repo arrangements. Daniel’s clients include the world’s leading global investment banks as well as FinTech start-ups and others.
Daniel is renowned in the market as an expert in complex structures and transactions, and is widely recognised as providing complex advice in a clear, user-friendly manner. In recent years, Daniel has advised on a number of FinTech structures, particularly in the context of the application of digital technology for facilitating collateralisation. Amongst other things, Daniel has advised several global investment banks on their participation in HQLAx. He also advised a platform operator on the establishment of a platform for the collateralised lending of digital assets. Daniel has prepared template documents for clients for OTC derivatives on a variety of digital assets including cryptocurrencies, as well as for the lending and borrowing of cryptocurrencies.
Daniel is the co-author of The Law and Practice of True Sales, the only dedicated text on this subject. He has been consistently recognised as a leading individual for derivatives advice by prominent directories and is an active member of industry associations.
Daniel Franks
Partner
Ashurst LLP
Read moreRobert Frost
Global Head of Product
Pirum
Robert Frost is Global Head of Product 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. Rob joined Pirum in 2008 following securities finance roles at Goldman Sachs and HSBC and has been pivotal in developing Pirum’s industry leading automated solutions. Rob is member of the Pirum executive management team and is a frequent speaker at industry conferences and forums.
Robert Frost
Global Head of Product
Pirum
Read moreLancing Gatrell
Managing Director, Risk and Compliance
S&P Global Market Intelligence
Lansing is business lead across various products including ISDA Amend and Outreach360 as well as a range of regulatory initiatives like SFTR and IBOR transition.
He joined S&P Global and was instrumental in the growth of Counterparty Manager, our partnership with ISDA, the acquisition of CTI, and iCompliance (via the Ipreo acquisition). Prior to S&P Global, Lansing spent nine years working in private equity and investment banking. He has a Bachelor of Science in economics from Brigham Young University and an MBA from London Business School.
Lancing Gatrell
Managing Director, Risk and Compliance
S&P Global Market Intelligence
Read moreAndrew Geggus
Global Head of Agency Lending
BNP Paribas
Andrew Geggus is the Global Head of Agency Lending at BNP Paribas, based in London. He has responsibility for the growth and strategic direction of the global agency lending business with a presence in EMEA, APAC and the US. Andrew is part of the Markets and Financing Executive Committee.
Andrew joined from Northern Trust where he was most recently Head of Trading for the Asia Pacific region since 2017, in addition to being on the board of the Pan Asia Securities Lending Association. Prior to this Andrew held multiple trading roles across EMEA and APAC, having joined Northern Trust in 2014.
Prior to joining Northern Trust Andrew spent time in finance and research roles for a hedge funds and law firm in the city of London.
Andrew holds a BSc in Management and Economics from Loughborough University.
Andrew Geggus
Global Head of Agency Lending
BNP Paribas
Read moreRichard Glen
Solutions Architect
HQLAˣ
Richard Glen is a Solutions Architect at HQLAx in London working closely with clients to address post-trade pain points and helping them to achieve greater efficiency in collateral and liquidity management. Prior to joining HQLAx, he spent nearly 17 years at Clearstream, most recently serving as the Head of Collateral Management in the firms Banking, Funding & Financing division as well as the General Manager of Clearstream Banking S.A’s London Branch. He has also held previous roles at BGC Partners in London and Dresdner Bank AG in Frankfurt.
Richard Glen
Solutions Architect
HQLAˣ
Read moreJane Karczewski
UK Head of Markets Sales - Asset Managers & Hedge Funds
Société Générale
Jane Karczewski joined Société Générale at the end of March 2022 as UK Head of Markets Sales for Asset Managers and Hedge Funds. She is responsible for defining and implementing the commercial strategy with clients across the UK. Jane has over 28 years’ experience across markets trading, sales, and product development with senior roles at Morgan Stanley, Deutsche Bank and Citi. She was most recently Head of Global Custody at HSBC. Jane is also a respected Diversity Advocate and is a champion of culture and inclusion in the workplace. She is a Gender, Pride, and Multi-Cultural Ambassador at Société Générale. Jane was Co-Chair of Citi Women for 7 years when at Citi and is currently the Chair of London Women’s Forum, having served on the Board for 15 years. Jane is an avid supporter of the arts and is an active member of the Royal Academy of Dance, serving on their Funding and Development Committee. She continues to dance in her spare time, ballet and Pro Am Latin. Jane is married with 3 children (20,18 and 10).
Jane Karczewski
UK Head of Markets Sales - Asset Managers & Hedge Funds
Société Générale
Read moreAndy Krangel
Director, Agency Securities Lending Global Structuring
Citi
Andy has been at Citi since 1989. During his career at Citi Andy has held various management positions in custody operations including agency lending operations, was a trader on the Citi agency lending desk and spent five years in Product Risk Management where he obtained Credit Officer status.
Prior to Citi Andy was at RBS for three years. Since mid-2006 Andy has worked in Citi’s Agency Securities Lending department. Andy is currently responsible for Agency Securities Lending global structuring and was previously the Chairman of the International Securities Lending Association board.
Andy Krangel
Director, Agency Securities Lending Global Structuring
Citi
Read moreMaurice Leo
Client Solutions - Agency Securities Lending
Deutsche Bank
Maurice is a member of the Agency Securities Lending client solutions team for the EMEA region.
He has twenty years’ experience in relationship management, origination and product development remits at custodian and non-custodian lending providers. He has extensive experience in structuring securities lending and financing solutions for Asset Managers, Central Banks, Pension Funds, Insurance companies and Sovereign Wealth Funds.
Maurice is a regular speaker at institutional investor forums and an active commentator in industry publications.
He is an honours graduate of University College Dublin with both Bachelor of Commerce and Master of Business Studies degrees.
Maurice Leo
Client Solutions - Agency Securities Lending
Deutsche Bank
Read moreJonathan Lombardo
Senior Vice President
Deutsche Boerse/Chair of the ISLA Board
Jonathan Lombardo is a member of the Deutsche Boerse FIC Derivatives & Repo Sales team. Jonathan is Head Of Unit for Northern European responsible for sales and relationship management across OTC, ETD and funding & financing instruments at Eurex. Jonathan has over 25 years’ experience in the securities lending market and has had previous roles at Citi, Secfinex and Pirum. Jonathan is presently serving as Chair of ISLA.
Jonathan Lombardo
Senior Vice President
Deutsche Boerse/Chair of the ISLA Board
Read moreFarrah Mahmood
Director - Regulation & Sustainability
ISLA
Farrah joined ISLA in September 2019 and is Director of Regulation and Sustainability 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 - Regulation & Sustainability
ISLA
Read moreGabi Mantle
Head of Post Trade Solutions EMEA & APAC
EquiLend
Gabi Mantle is Head of Post-Trade Solutions EMEA & APAC at EquiLend, where she is responsible for post-trade client engagement and a team of product specialists. She also serves as the global spokesperson for all post-trade matters at EquiLend. Gabi has 23 years of finance industry experience, almost all of which 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 was part of the original ISLA Post-Trade Working Groups and was responsible for hosting and planning the inaugural ISLA Post-Trade Conference in 2007. She has a bachelor’s degree in Business Administration, Management and Operations from Kingston University.
Gabi Mantle
Head of Post Trade Solutions EMEA & APAC
EquiLend
Read moreKieran McRedmond
EMEA Head of Securities Lending and Repo Middle Office
Morgan Stanley
Kieran is an Executive Director at Morgan Stanley leading the EMEA Securities Lending and Repo Middle Office. He has 14 years investment operations experience across a variety of post trade functions. He has spent the past 6 years at Morgan Stanley in Glasgow leading teams across the full range of securities lending and repo post trade processing and prior to that worked at ANZ Banking Group and Leveraged Equities in Australia managing equities and derivatives operations teams across Asia Pacific.
Kieran McRedmond
EMEA Head of Securities Lending and Repo Middle Office
Morgan Stanley
Read moreJames Montgomerie
Executive Director
Morgan Stanley
James Montgomerie is the EMEA Head of Financing & Collateral Operations at Morgan Stanley. Since joining Morgan Stanley in 2005, James has worked across a variety of Operations teams, spanning all areas of the Post Trade environment in supporting products which have included Derivatives, Repo and Securities Lending. James is also Co-Chair of the ISLA Market Practice Group.
James Montgomerie
Executive Director
Morgan Stanley
Read moreChristopher Mundy
Product Manager
Euroclear
Christopher Mundy, Product Manager, Securities Lending and Collateral Management Euroclear SA/NV,
Chris Mundy is Collateral Product Manager at Euroclear SA/NV. In this role he has been pivotal in introducing the all-day settlement of DBVs and so helped to reduce credit exposure between payment banks and the Bank of England, improving UK market systemic resilience.
Prior to this Chris headed-up Euroclear UK & Ireland’s client service team and spent 17 years as a senior securities operations manager at a leading inter dealer broker.
Christopher Mundy
Product Manager
Euroclear
Read moreMatthew Neville
Head of Agency Lending Trading, EMEA
State Street Global Markets
Matthew (Matt) Neville is the Head of Agency Lending Trading for EMEA at State Street. Matt is responsible for global clients across equities and fixed income products and has over 20 years securities finance experience spanning both agency and principal trading, sales, collateral management and funding optimisation.
Prior to joining State Street in 2009, Matt held various positions in trading and collateral management at Morgan Stanley and JP Morgan. He is a Chartered Member of the Chartered Institute for Securities and Investment.
State Street provides experienced securities lending capabilities and supplies liquidity across more than 45 markets, worldwide, via Securities Finance offices and trading desks located throughout the Americas, Europe/Middle-East/Africa and Asia/Pacific regions.
Matthew Neville
Head of Agency Lending Trading, EMEA
State Street Global Markets
Read moreAlannah O’Caoimh
Digital Assets, Associate
Goldman Sachs
Alannah is part of the firmwide Digital Assets team at Goldman Sachs, focused on the use of distributed ledger technology to facilitate traditional financial activity such as repo and securities lending, and the tokenization of financial instruments. Alannah also works on digital currencies, and crypto financing products. Prior to her current role, Alannah worked within the Legal division at Goldman Sachs.
Alannah O’Caoimh
Digital Assets, Associate
Goldman Sachs
Read moreJames Pomeroy
Global Economist
HSBC
James is a global economist at HSBC. He joined the Economics team in 2013 and much of his work focuses on longer-term trends and themes, and the impact that they have on the economy and policy decisions today. Much of his work is focused on demographic data and trends, which extends to consumer trends, urbanisation and technology adoption.
James Pomeroy
Global Economist
HSBC
Read moreDeepak Sitlani
CreateiQ board member and Capital Markets Partner
Linklaters London
Deepak is a Partner in the Derivatives and Structured Products group at Linklaters LLP in London. He specialises in OTC derivative and repo and stock lending arrangements, advising on structured transactions and the new regulatory environment. He regularly advises both buy-side and sell-side clients, including banks, insurance companies, investment managers, hedge funds, pension funds and corporates.
Deepak Sitlani
CreateiQ board member and Capital Markets Partner
Linklaters London
Read moreSimon Squire
Global Head of Product Management for Clearance and Collateral Management
BNY Mellon
Simon is the Global Head of Product Management for the Clearance and Collateral Management Business at BNY Mellon, driving the business strategy and leading initiatives that enhance client experience and product capabilities, including strategic partnerships with external firms. Prior to joining BNY Mellon in 2017, Simon spent over a decade at Goldman Sachs.
Simon Squire
Global Head of Product Management for Clearance and Collateral Management
BNY Mellon
Read moreEmiliano Tornese
Deputy Head of the Financial Markets Infrastructure Unit
European Commission
Emiliano Tornese is Deputy Head of the Financial Markets Infrastructure Unit in the European Commission’s DG for Financial Stability, Financial Services and Capital Markets Union, and is Part-time Professor at the Florence School of Banking and Finance, based at the European University Institute, and at the College of Europe (Bruges). Previously, he was responsible for the negotiations on the creation of the Banking Union, as Deputy Head of the Resolution and Crisis Management Unit, and the establishment of the Single Resolution Board. He also worked for the European Commission’s Securities Markets Unit and, during his tenure, was responsible for the establishment of the European Securities and Markets Authority and for matters related to its Corporate Finance Standing Committee. As Secretary of the European Securities Committee, he coordinated the European Union’s Ministries of Finance in their regulatory capacity for financial services. He drafted and negotiated the review of the primary and secondary markets regulation and the regulation of benchmarks.
Emiliano Tornese
Deputy Head of the Financial Markets Infrastructure Unit
European Commission
Read moreGeraldine Trippner
Head of Financing Solutions for Global Market Sales
Société Générale
Geraldine ran cash and repo desks on Core European debts for many years. After spending a couple of years on a more transverse role as a coordinator for the Fixed income and structured financing, Geraldine moved on the sales side to look after the global markets financing solutions.
Geraldine is also responsible for optimizing the leverage ratio with regard to commercial activities.
Geraldine Trippner
Head of Financing Solutions for Global Market Sales
Société Générale
Read moreJohanne Armita Vara
Managing Director, Head of Securities Lending Supply for EMEA
Goldman Sachs
Johanne is head of Securities Lending Supply for EMEA, focusing on Equities and Corporate Bonds as well as physical funding structures. She joined Goldman Sachs in 2010 as an Associate, was named Vice President in 2011 and Managing Director in 2021. Prior to joining the firm, Johanne worked at Barclays Global Investor as a Stock Loan trader. Johanne earned a MS in Quantitative Finance and Risk Management from Bocconi University in 2006.
Johanne Armita Vara
Managing Director, Head of Securities Lending Supply for EMEA
Goldman Sachs
Read moreCraig White
Managing Director
J.P. Morgan
Craig White is an Managing Director, Leading global trading services operations within securities services operations.
Craig White
Managing Director
J.P. Morgan
Read moreHelen Willingale
Director, Securities Lending Platform Development
BlackRock
Helen is the head of the Securities Lending Platform Development team providing product expertise to drive research, strategic planning, and implementation of initiatives that are revenue-generating, risk-mitigating, and regulatory-conforming. She also leads the People Committee for the Securities Lending team globally.
Since joining in 2005 she has held a number of roles within Securities Lending, including Operations, Risk and Governance, before more recently transitioning to her current role as head of the Global Platform Development team.
Helen Willingale
Director, Securities Lending Platform Development
BlackRock
Read moreAnna de Winton
Senior Manager
BNP Paribas
Anna de Winton is a Senior Manager at BNP Paribas, and chair of ISLA’s Regulatory Steering Group, leading a number of regulatory programmes. 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 de Winton
Senior Manager
BNP Paribas
Read moreFei Yang
Head of Operations
Zodia Markets
Fei Yang is Head of Operations at Zodia Markets, an institutional exchange and brokerage for digital assets. Her career spans both buy-side and sell-side financial institutions, and both traditional and digital assets. As the architect and creator of Zodia Markets’ bespoke operational workflow, her mantra has always been, “Do it right, do it once”.
Fei Yang
Head of Operations
Zodia Markets
Read more