ISLA's 11th Virtual Post Trade Conference
- 16 & 17 March 2021
- London, UK
ISLA's 11th Virtual Post Trade Conference
Carmine Di Noia
Commissioner, CONSOB, and Chair of the Post-Trading Standing Committee ESMA
Carmine Di Noia
Commissioner, CONSOB, and Chair of the Post-Trading Standing Committee ESMA
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Edwin Schooling Latter
Director of Markets and Wholesale Policy
Financial Conduct Authority (FCA)
Edwin Schooling Latter
Director of Markets and Wholesale Policy
Financial Conduct Authority (FCA)
Read moreFfion Acland
Executive Director
Goldman Sachs
Ffion is co-head of the Global Markets Data Models & Governance Team at Goldman Sachs tasked with defining, building and governing the internal data models for derivatives products. Since joining the Data Models and Governance team four years ago, she has contributed to many internal consumer implementations and most recently championed the project to open source the firm’s proprietary data management software ‘Legend’. Previously, Ffion was a member of the Credit Middle Office team in Operations where she gained experience over a six year period in derivatives and cash products. The need to successfully navigate the complexities of trade processing during that role led to a recognition of the industry-wide lack of coherence in data models. Ffion joined the firm as an analyst in 2011, made associate in 2014 and was named vice president in 2017.
Ffion earned a Bachelors Degree in Mathemetics and Management from University of Surrey in 2011 and is currently studying an MBA with University of Exeter focusing on industry-wide data models.
Ffion Acland
Executive Director
Goldman Sachs
Read moreRikard Axelsson
Global Process Manager within Trading Operations
SEB
Rikard Axelsson works within Operations in SEB, where products in scope are Securities Lending and Equity Swaps with underlying Equity hedges.
Rikard’s main responsibilities are:
Lately the main focus has been on implementing SFTR in their system infrastructure and managing the processes impacted by this regulation.
Rikard has been loyal to SEB for his entire career, and prior to this role, has worked in several different operational roles, both specialist and managerial, but always related to Securities Lending and Equity Swaps giving Rikard a deep knowledge and understanding of the daily work.
Rikard Axelsson
Global Process Manager within Trading Operations
SEB
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 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
Head of Agency Securities Lending Client Management
BNP Paribas Securities Services
Ross has global responsibility for the management of agency securities lending clients within BNP Paribas Securities Services and has worked in the financial services industry for over 30 years, specialising in the securities finance industry since 2001. Before joining BNP Paribas, Ross held similar positions with a number of prominent global banking and securities lending service providers.
Ross Bowman
Head of Agency Securities Lending Client Management
BNP Paribas Securities Services
Read moreLee Braine
Managing Director, Chief Technology Office
Barclays
Lee Braine, from the Chief Technology Office at Barclays, has a deep interest in technology innovation. He is responsible for a Research and Engineering function, including leading the bank’s technology architecture for distributed ledgers and the bank’s engagement in quantum computing. He represents Barclays on several industry consortia and committees, and is the author of technology research papers. His background is in investment banking, clearing and settlement, stock exchanges, corporate banking, payments, and wealth management. He has a BSc and PhD in Computer Science from University College London.
Lee Braine
Managing Director, Chief Technology Office
Barclays
Read moreKrishan Chada
Managing Director & the Head of EMEA Securities Lending
Morgan Stanley
Krish Chada is a Managing Director & the Head of EMEA Securities Lending at Morgan Stanley, based in London. Krish joined the firm in 2004 and in his prior role was responsible for the Securities Lending Hedge Fund Distribution team, having started his career initially in operations and then Prime Brokerage. Krish currently serves on the Bank of England’s Securities Lending Committee and holds a Bachelor’s degree in Economics from The University of Glasgow.
Krishan Chada
Managing Director & the Head of EMEA Securities Lending
Morgan Stanley
Read moreMatthew Chessum
Investment Director
Aberdeen Standard Investments
Matt Chessum is an Investment Director within the liquidity management team at Aberdeen Standard Investments (ASI). He is responsible for the securities lending function within ASI and is also involved in the day to day fund management activities of the money market funds. Matt joined Aberdeen Standard Investments in 2011 from BNP Paribas Securities Services where he worked as a securities lending trader on the Agency Lending desk. Previously, Matt worked for Barclays Global Investors and at BNP Paribas Securities Services Paris, in securities lending client services. Matt graduated in 2003 with a BA (Hons) in European Business from both the University of Portsmouth and the École Supérieure de commerce in Bordeaux and is a member of the Bank of England Securities Lending Committee and a director on the ISLA board.
Matthew Chessum
Investment Director
Aberdeen Standard Investments
Read moreAdrian Dale
Head of Regulation & Market Practice
ISLA
Adrian joined ISLA in January 2019 and is Head of Regulation & Market Practice. In this role, his focus is on all regulatory matters that impact Securities Lending and the technical processes that support and underpin that market.
He has over 30 years of experience in financial services including roles in product development, business analysis, trading, operations and IT development. Prior to joining ISLA, Adrian headed up product development and relationship management of the SFTR product at IHS Markit.
Adrian Dale
Head of Regulation & Market Practice
ISLA
Read moreSunil Daswani
Global Head of Securities Lending
Standard Chartered
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 regularly quoted as an expert on securities lending and regulatory change.
Sunil holds a Bsc. (Econ) from the London School of Economics & Political Science.
Sunil Daswani
Global Head of Securities Lending
Standard Chartered
Read moreAkber Datoo
Founder & CEO
D2 Legal Technology (D2LT)
Akber Datoo is Founder and CEO at D2 Legal Technology (D2LT), an award winning global legal data consultancy advising firms on the use of technology and data to unlock business value through legal change.
Mr. Datoo advises financial institutions at the intersection of Fintech and Legaltech to achieve business optimisation, regulatory compliance and operational efficiencies. Prior to D2LT, Mr. Datoo started his career at UBS, working as part of the front office IT team within fixed income derivatives and leading its participation in industry initiatives such as FpML. He then requalified as a lawyer with Allen & Overy LLP, qualifying as an associate in the Derivatives and Structured Finance Group. After serving as the head of the legal practice at Sapient, Mr. Datoo founded D2LT in 2011, where he has overseen its growth during the last ten years across the UK, US and Asia.
Mr. Datoo sits on Law Society’s Technology Law Committee where he chairs the digital assets and smart contracts sub-committee and is a PRIME Finance Expert. He is the author of the Wiley textbook, Legal Data – Banking & Finance, published in May 2019 and has written chapters on Smart Contracts and Contract Optimisation in the best-selling Wiley InsurTech and FinTech books, as well as the co-editor of the LegalTech book in this series, published in June 2020.
In 2019, Mr. Datoo was recognised as “one of the top ten market shapers” in the Financial Times Intelligent Business Awards and for the development of an industry netting counterparty type utility at their 2020 awards. Mr. Datoo graduated with first class honours in Computer Science at Cambridge University.
Akber Datoo
Founder & CEO
D2 Legal Technology (D2LT)
Read moreEmma Dwyer
Partner
Allen & Overy
Emma is a partner in Allen & Overy’s derivatives and structured finance team in London, a member of The Markets Innovation Group and advises on a broad range of issues relating to derivatives and structured finance transactions.
Emma is an expert on OTC derivatives regulation and is at the forefront of analysing the continued complexities and changes that these regulations require including through the impact of Brexit. She advises a broad range of buyside, sell-side and market infrastructure provider clients on the impact of derivatives regulation on their businesses. Advisory work in recent years has also included the derivatives markets, transition LIBOR. As a key market educator, Emma continues to speak at many industry events for ISDA and others around the world on EMIR, clearing and margin.
Emma has been heavily involved in the evolving market infrastructure built to address the OTC derivatives regulation, including in connection with clearing, uncleared margin and reporting. Emma has worked closely with industry bodies including ISDA, FIA Europe and SiFMA AMG on numerous OTC derivatives regulatory initiatives.
Emma Dwyer
Partner
Allen & Overy
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 moreJemma Finglas
Director, Head of Business Development Asset Financing, EMEA
Citi
Jemma is the Head of Business Development Asset Financing and Liquidity Solutions 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 30 years of experience in the financing industry, including positions across Prime Brokerage and Financing desks during tenures at Lehman Brothers, ING Barings and BNP Paribas.
Jemma graduated with a masters from Trinity College in 1991.
Jemma Finglas
Director, Head of Business Development Asset Financing, EMEA
Citi
Read moreStephen Fisher
Managing Director
BlackRock
Stephen Fisher, Managing Director, is a member of BlackRock’s Global Public Policy Group (GPPG) based in the EMEA region.
GPPG’s mission is to support the creation of regulatory regimes that increase financial market transparency, protect investors, and facilitate responsible growth of capital markets, while preserving consumer choice and properly balancing benefits versus implementation costs. This is an integral part of BlackRock’s fiduciary purpose.
Within the GPPG team, Stephen focuses on global and European regulatory policy issues impacting end-investors, particularly those related to market structure, ETFs, derivatives and financial benchmarks. Stephen is also the GPPG partner to BlackRock’s business in the Netherlands, Iberia and the Middle East, coordinating policy engagement in these regions. He currently Co-Chairs ICMA’s Regulatory Policy Committee and is an active member of ICI Global’s Atlantic Council and EFAMA’s Trading and Markets Committee.
Prior to joining BlackRock in November 2010, Stephen established the Dutch Banking Association’s Brussels office and was Financial Markets Advisor at the European Banking Federation. Before his ten years in Brussels, Stephen worked in London at the Financial Services Authority and HM Treasury in a range of supervisory, enforcement and regulatory policy roles.
Stephen holds Masters’ Degrees from the University of St. Andrews and SOAS University of London, as well as the Investment Management Certificate. Born in the UK, Stephen has also lived and worked in Spain, Belgium and Hungary, speaks a number of European languages and is currently learning Arabic.
Stephen Fisher
Managing Director
BlackRock
Read moreRobert Frost
Global Head of Product Development
Pirum
Robert Frost is global head of product development at Pirum Systems. In addition to his product role, he also has responsibility for global client services (UK & US). He joined Pirum in 2008, following securities finance roles at Goldman Sachs and HSBC. He has been pivotal in developing Pirum’s market leading post trade services suite and is leading SFTR, CollateralConnect & CSDR initiatives.
Robert Frost
Global Head of Product Development
Pirum
Read moreJosh Galper
Managing Principal
Finadium
Josh Galper is the lead for Finadium’s research and consulting practice with an expertise in securities finance, collateral and derivatives. Josh has conducted numerous consulting assignments for banks, asset holders, CCPs and technology companies, and is the author of over 100 industry reports as part of the Finadium research subscription. He also writes for Finadium’s magazine, Securities Finance Monitor. Josh has been quoted in most industry publications covering hedge funds, securities finance, collateral management and financial markets. Prior to Finadium he held roles at Merrill Lynch and the World Federation of Exchanges. He holds an MBA in Financial Engineering from the MIT Sloan School of Management.
Josh Galper
Managing Principal
Finadium
Read morePJ Di Giammarino
CEO & Founder
JWG Group
PJ Di Giammarino is an independent RegTech authority with a global network of senior bankers, regulators, and technologists which he brings together to enable compliance via adoption of new technology resulting in better, faster, cheaper and safer solutions. Following a career of building systems and top management consulting including McKinsey, PJ was the COO of Technology at Barclays Capital. Seeing the RegTech opportunity early, he founded JWG Group in 2006 to provide practitioners a platform for Joint Working Groups. As an independent think-tank JWG leverages its unique position with regulators, firms and their suppliers to facilitate the right RegTech dialogues and drive global change. Currently JWG is working with the top players in the industry to deliver on the promise of digital regulatory reporting for global OTC derivatives and defining holistic management obligations for trade surveillance.
Since 2015, JWG has worked with global financial institutions to develop and deploy RegDelta – the gold standard for AI-powered control over regulatory obligations. Today we harness decades of intelligence to source tens of thousands of global regulatory texts and filter the noise to allow rapid risk assessment and effective control. PJ has been based in Europe for 20 years and London for 15. He is an active member of the International Organisation for Standardization and he also serves as Chairman of the Committee to Establish the RegTech Council.
PJ Di Giammarino
CEO & Founder
JWG Group
Read moreGraham Gooden
Executive Director, EMEA Head Collateral Services
J.P. Morgan
Graham Gooden has over 20 years’ financial services experience, 15 of which have been dedicated to Collateral Management and Tri-party services at J.P. Morgan, in a number of capacities. In previous roles, I have managed client service, operations and product management teams at both buy and sell side institutions
Graham Gooden
Executive Director, EMEA Head Collateral Services
J.P. Morgan
Read moreAndy Hill
Senior Director, Market Practice & Regulatory Policy
International Capital Market Association (ICMA)
Andy Hill is a Senior Director in ICMA’s Market Practice and Regulatory Policy group, where he oversees globally the association’s work on fixed income secondary markets, and repo and collateral markets.
Prior to joining ICMA in 2014, Andy was a repo and money market trader for seventeen years, for ten years of which he was an Executive Director at Goldman Sachs.
He has also worked as a consultant in the Aid and Development sector, primarily based in Cambodia, and previously served on the Board of the Cambodian NGO Education Partnership in Phnom Penh while on a Goldman Sachs Public Service Fellowship.
Andy holds a BSc (Hons) in Business Studies from Cass Business School and an MSc in Poverty Reduction and Development Management from the University of Birmingham.
Andy Hill
Senior Director, Market Practice & Regulatory Policy
International Capital Market Association (ICMA)
Read moreAdnan Hussain
Global Head of Securities Lending
HSBC
Adnan joined HSBC in Nov 2019 and is a Managing Director, responsible for the Global Agency Securities Lending business. Adnan has 20+ years of industry experience and most recently was at BNP Paribas Securities Services, where he was responsible for Market & Financing Services in the U.K and was also Head of Agency Securities Lending globally. Prior to that Adnan held senior roles with RBC I&TS and CIBC Mellon.
Adnan holds a Master of Laws (LLM) from the University of Toronto and is a Certified Public Accountant (CPA).
Adnan Hussain
Global Head of Securities Lending
HSBC
Read moreMatthew Johnson
Director, EMEA ITP Product Management & Industry Relations
DTCC
Matthew Johnson serves on the ITP Product Management and Industry Relations team at DTCC. Within this role, Matt is responsible for collaborating with his product management peers to develop a robust and comprehensive strategy for the firm’s Institutional Trade Processing (ITP) suite of services to ensure it meets evolving client and industry needs in Europe and beyond. He also serves as an EU expert on several local regulations, including CSDR. Matt has been with DTCC for over six years, with a focus on client relationship management, trade association relationships and industry & infrastructure engagement.
Prior to DTCC, Matt’s held several operational roles at a number of investment banks, covering cross-product client services & relationship management across cash securities, FX and OTC Clearing. Matt is a regular speaker on the conference circuit and has been quoted in many trade publications on European regulation, post-trade processing and the evolution of middle office operations.
Matthew Johnson
Director, EMEA ITP Product Management & Industry Relations
DTCC
Read moreEmma Johnson
EMEA Head of Securities Services Market Advocacy
Deutsche Bank
Emma Johnson is the EMEA Head of Market Advocacy in the Securities Services division of Deutsche Bank’s Corporate Bank and the Deutsche Bank regulatory lead for CSDR. Within this role Emma is responsible for the oversight and advocacy of the regulatory and industry environment for securities post-trade including the impact to the division’s clients, products and services. Active in the securities post-trade industry Emma is a member of many industry associations and working groups and is currently very much focused on CSDR which continues to be an industry priority. Emma has been with Deutsche Bank for 9 years in client and industry facing roles where she works as a partner to her product managers and sales colleagues. Emma previously held a number of senior positions in investment bank operations which helps her to see the impact of industry and regulatory change through the eyes of Deutsche Bank’s custody clients.
Emma Johnson
EMEA Head of Securities Services Market Advocacy
Deutsche Bank
Read moreRodney Jordan
Head of Business Development
HQLA-X
Over 20 years experience delivering innovative software solutions to the financial industry – primarily focusing on Collateral-Management, Clearing & Settlement, Custody and Securities Lending. Prior to joining HQLAᵡ in 2018 as head of business development, working as a senior project manager in the Deutsche Boerse group.
Rodney Jordan
Head of Business Development
HQLA-X
Read moreAndy Krangel
Director, Global Product Development
Citi
Andy Krangel
Director
Agency Securities Lending Global Structuring
Andy has been employed by Citi for the past 31 years. 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.
Since mid-2006 Andy has worked in Citi’s Agency Securities Lending department. Andy is currently responsible for Agency Securities Lending global structuring and previously served 2 terms as the Chairman of the International Securities Lending Association board.
Andy Krangel
Director, Global Product Development
Citi
Read moreAnna Kulik
Secretary General
European Central Securities Depositories Association (ECSDA)
Anna is Secretary General of the European Central Securities Depositories Association (ECSDA).
She is a lawyer by background and holds a Master in European law and a multidisciplinary Master in Law and Economics. Anna started her career at the general secretariat of one of the political parties at the European Parliament.
Since then, she has gathered an extensive experience of the CSD industry. She was Head of the outsourcing control group and operating risk committee of an International CSD. From 2010 and until recently, Anna worked for Strategy and Government Relations of Euroclear group.
During her career, she has also advised an Asian regulator and its financial market infrastructure about changes allowing international access to the market. She also gave lectures on international financial regulation to university students during her stay in Asia.
Anna Kulik
Secretary General
European Central Securities Depositories Association (ECSDA)
Read moreJonathan Lombardo
ISLA Chairman & Senior Vice President, Head of Unit
Deutsche Boerse Group
Jonathan Lombardo is a member of the Deutsche Boerse Fixed Income Funding & Financing 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 Chairman of ISLA.
Jonathan Lombardo
ISLA Chairman & Senior Vice President, Head of Unit
Deutsche Boerse Group
Read moreIain Mackay
Global Product Owner, Post-Trade Services
EquiLend
Iain Mackay is Global Product Owner for Post-Trade Services at EquiLend. He joined the company in 2014 from the Royal Bank of Scotland, where most recently he was Global Head of Network Management. Before that, he was the European Head of Securities Operations at the firm, overseeing operations for cash equities, equity finance, fixed income and equity derivatives products. Prior to RBS, Mackay was the European Department Manager for Prime Services at Deutsche Bank, Section Head for Finance Operations at Citigroup International and Securities Lending Collateral Manager at Nomura. He has more than 25 years of experience in the securities finance industry.
Iain Mackay
Global Product Owner, Post-Trade Services
EquiLend
Read moreFarrah Mahmood
Senior Regulatory Analyst
ISLA
Farrah joined ISLA in September 2019, and is a Senior Regulatory Analyst 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 JP Morgan Chase.
Farrah Mahmood
Senior Regulatory Analyst
ISLA
Read moreGabi Mantle
Post Trade and Collateral Specialist
EquiLend
Gabi Mantle joined EquiLend in 2019 as a post-trade specialist, responsible for EquiLend’s post-trade collateral offerings. She has 22 years of industry experience, 17 of which within securities finance. Prior to joining EquiLend, Gabi held positions at Deutsche Bank, UBS and Bank of America spanning all areas of securities lending and client asset operations.
Gabi Mantle
Post Trade and Collateral Specialist
EquiLend
Read moreCamille McKelvey
Head of Business Development, STP
MarketAxess
Camille McKelvey is the Head of Business Development STP, for MarketAxess Post-Trade. Camille actively works with the industry to improve Post-Trade automation across the cash and repo markets, as well as looking for new, innovative ways to address client’s workflow challenges. Since joining MarketAxess is 2014, Camille has developed the Match Post-Trade platform and significantly grown the market share. Prior to joining MarketAxess she spent 10 years in investment banking. Camille actively participates in promoting diversity and inclusivity within financial services as a founding steering committee member of the International Capital Markets Association Women’s Network.
Camille McKelvey
Head of Business Development, STP
MarketAxess
Read moreTim McLeod
Managing Director, Head of Lending & Liquidity Operations
BlackRock
Tim is Head of Lending & Liquidity Operations at BlackRock, supporting pre and post trade functions across Lending, Repo and other money market products. Tim’s service with the firm dates back to 2001 including his time with BGI, holding a number of positions including Head of Securities Lending Product Development, Head of EMEA & APAC Sec Lending Strategy, and more recently focusing on Sec Finance clearing initiatives and regulatory change. Tim sits on both the Bank of England Securities Lending Committee and the Bank of England Money Markets Code of Conduct Committee and is a member of the Equilend Product Committee.
Tim McLeod
Managing Director, Head of Lending & Liquidity Operations
BlackRock
Read moreBen Meaden
Head of Trading, Securities Finance & Repo
Aviva Investors
Ben Meaden is the Head of Trading for Securities Finance for Aviva Investors, the fund management arm of the Aviva Insurance Group with approximately £350 billion in assets under management. The Aviva Investors Securities Finance desk has the mandate to undertake securities lending, repo and related transactions in both fixed income and equity markets on behalf of all entities within the Aviva Group (as well as external institutional clients).
Ben Meaden
Head of Trading, Securities Finance & Repo
Aviva Investors
Read moreNina Moylett
Managing Director, Cash & Currency
M&G
Nina Moylett is Managing Director of the Cash and Currency capability within M&G Investments. She is responsible for all of the firms cash and currency activities across mandates and funds, the securities lending function and all market execution in cash, currency and collateral related instruments.
She is a member of M&G’s Investment Leadership Team, co-chair of the firms’ Dealing Management Committee and a member of the Investments D&I Steerco.
Nina also holds two external appointments as chair of the Bank of England Securities Lending Committee and a member of the Bank of England Money Markets Committee.
Nina holds a BSc (Hons) in Economics and joined M&G in 2002. She has over 20 years’ experience in treasury roles having held roles across both the sell side and hedge fund side.
Nina Moylett
Managing Director, Cash & Currency
M&G
Read moreEd Oliver
Director
Pan Asia Securities Lending Association (PASLA)
Ed Oliver is a Director of PASLA, as well as being a Board Member of the International Securities Lending Association (ISLA).
Ed is a member of various PASLA working groups including market specific groups focusing on developments in South Korea, Philippines, Indonesia, Malaysia and India. Ed is also a member of the group focused on PASLA’s ESG initiatives. Ed is also Managing Director, Product Development at eSecLending and has previously held positions at Data Explorers (acquired by IHS Markit), Northern Trust, Barings Asset Management and Lloyds Bank.
Ed Oliver
Director
Pan Asia Securities Lending Association (PASLA)
Read moreStephen O’Donnell
EMEA Head of BRM Sales Strategy
Morgan Stanley
Stephen O’Donnell is an Executive Director at Morgan Stanley heading up the EMEA BRM Sales Strategy team, responsible for strategy and client engagement across securities lending, secured funding and repo. Prior to that, Stephen spent 4 years as the Securities Lending COO and 9yrs as Equity Derivatives Product Controller, both at Morgan Stanley.
Stephen O’Donnell
EMEA Head of BRM Sales Strategy
Morgan Stanley
Read moreColin Parry
Chief Executive Officer
International Securities Services Association (ISSA)
Colin is the CEO of ISSA. He is responsible for creating & executing the ISSA strategy, growing the membership, and ensuring that ISSA continues to help the Securities Services industry develop solutions and reduce risk. He also runs his own consulting business.
Prior to joining ISSA in September 2019, Colin co-founded a fintech (Atomic Wire) and set -up his own consulting business after almost 25 years at UBS. At UBS he held a number of senior roles in the US, UK and Switzerland in both Operations and Finance, including running the global investment banking Operations and creating Finance Shared Services.
Colin holds a Bachelor’s degree in Money, Banking and Finance from Birmingham University (UK) and graduated from the Royal Military Academy Sandhurst.
Colin Parry
Chief Executive Officer
International Securities Services Association (ISSA)
Read moreRupert Perry
Founder
Pirum
Rupert Perry is one of the founders of Pirum and was its CEO from inception in June 2000 until September 2014. Rupert set-up Pirum to provide the securities lending market with a centralised hub /platform that both securely connects market participants with each other and also provides “best in class” automation solutions.
In 2015, Rupert became a non-executive member of Pirum’s board of directors, and he continues to provide strategic advice to the company’s executive management team. Today, the securities lending market places a very substantial reliance on Pirum’s services to automate a wide range of business processes including contract and billing compare, mark to market, exposure management, interfacing with tri-party agents, returns processing, regulatory reporting, corporate actions processing and collateral management.
Prior to starting Pirum, Rupert worked at UBS (originally S.G. Warburg) for six years on a series of IT projects which included the integration of the CREST settlement system with UBS systems and the development of a global inventory management system for the securities finance business.
Rupert has a degree in Computer Science from Durham University and is a qualified Chartered Accountant.
Rupert Perry
Founder
Pirum
Read moreCathrine Poulton
Managing Director, Head of Client Management EMEA, Securities Finance
State Street
Cathrine Poulton, Managing Director is the Head of Client Management for Securities Finance in EMEA. She is responsible for existing customer management across Securities Finance including Enhanced Custody and Agency Lending. Clients include asset owners, official institutions, asset managers, insurance and hedge funds.
Cathrine joined State Street Securities Finance as a Relationship Manager in 2014.
Prior to joining State Street, Cathrine held a variety of positions within trading, client service and finance groups at J.P. Morgan.
Cathrine graduated from The University of Bournemouth and holds a Bachelor of Arts degree in Financial Services.
Cathrine Poulton
Managing Director, Head of Client Management EMEA, Securities Finance
State Street
Read moreJamie Pullen
Director & Assistant General Counsel, Equities Legal
Bank of America
Jamie Pullen joined Bank of America’s legal department in 2019 and covers the securities lending and financing businesses in EMEA. He was chair of ISLA’s Legal Steering Working Group for 2019/20 and was recently appointed chair of its Documentation sub group.
Prior to joining Bank of America, Jamie spent 4 years at Goldman Sachs as an Executive Director where he covered repo, liquidity products, cash bonds and securities lending, and before that, Jamie was in private practice in the Derivatives and Structured Finance team at Fieldfisher.
Jamie Pullen
Director & Assistant General Counsel, Equities Legal
Bank of America
Read moreMatthew Puscar
Senior Manager – Securities Lending Operations
Vanguard
Matt Puscar is a Senior Manager in the Securities Lending organization at Vanguard, responsible for leading the Operations team. He has 20 years of experience in Securities Operations covering a variety of functions including Trade Settlements, Corporate Actions, & ETF Operations in addition to supporting Securities Lending for the last 12 years. Prior to joining Vanguard in 2020, Matt was responsible for the North American Securities Lending Operations at J.P. Morgan.
Matt is currently the Co-Chair of the Risk Management Association’s Securities Lending Operations & Technology Sub Committee. He holds a Bachelor’s Degree of Science from Temple University as well as a Masters of Business Administration in Finance from Saint Joseph’s University.
Matthew Puscar
Senior Manager – Securities Lending Operations
Vanguard
Read moreChris Rayner
Software Engineer Specialist
FIS
Chris is a specialist in the FIS Global One Engineering team with a track record of over 25 years of successful delivery in the financial services industry.
As an expert in the entire software development lifecycle, Chris excels in delivering client focused, roadmap and regulatory enhancements to the Global One product suite. An accomplished Scrum Master, Chris proactively helps Agile teams introduce new business and technical functionality, and encourages collaboration, better efficiencies and increased automation.
Chris Rayner
Software Engineer Specialist
FIS
Read moreAlexandre Roques
Head of Securities Lending Distribution Desk
Clearstream
Alexandre Roques heads the ASLplus securities lending desk responsible for the distribution of assets for Clearstream Banking S.A within the Banking Funding & Financing (BFF) division . Alexandre joined Clearstream in Luxembourg in 2009, relocating to the UK in 2010. Prior to this, Alexandre spent 10 years at BP2S in Paris and London working in the Markets and Financing Services Division as Collateral Manager, Agency Lending Sales, as well as 2 years at Landsbanki in London as Trader the Equity Finance Desk. Alexandre holds a Masters in International Finance from the ESLSCA Business School in Paris.
Alexandre Roques
Head of Securities Lending Distribution Desk
Clearstream
Read moreChristian Schuetze
Head of Cross Asset Financing Sales – DACH & Nordics
Société Générale
Christian Schuetze is responsible for Cross Asset Financing Sales within Société Générale for the DACH and Nordic region. He joined Société Générale in 2014 from RBS and BNP Paribas where he worked as an Equity Derivatives and Equity Finance Salesperson. Christian hold a PhD in finance from Universidad Catholica San Antonio de Murcia (UCAM).
Christian Schuetze
Head of Cross Asset Financing Sales – DACH & Nordics
Société Générale
Read moreRickie Smith
Vice President, Collateral Services Product Manager
J.P. Morgan
Rickie Smith has 15 years industry experience, responsible for global regulatory change agenda across the collateral landscape and recently appoint Chair of the newly formed ISLA Collateral Management Steering Group.
Rickie Smith
Vice President, Collateral Services Product Manager
J.P. Morgan
Read moreKelly Sporn
Senior Policy Advisor
Allen & Overy
Kelly is a Senior Policy Advisor in Allen & Overy’s International Environment, Climate and Regulatory Law Group, based in London. She specialises in sustainability/ESG policy and regulatory strategy.
Kelly joined Allen & Overy in 2020 from the Regulatory Policy team at Barclays, where she led engagement on a number of dossiers including sustainability, retail and markets regulation. She worked with senior management, multiple business lines and functions to help develop the bank’s response to sustainability and related regulatory proposals. She represented Barclays on the FCA-PRA Climate Financial Risk Forum Innovation Working Group.
Prior to joining Barclays in 2017, Kelly was a managing associate at Linklaters LLP. She specialised in markets regulation, structured products and derivatives, advising banks, corporates, funds, financial markets infrastructure firms and trade associations. She has broad in-house experience, including policy, legal and business roles.
Kelly Sporn
Senior Policy Advisor
Allen & Overy
Read moreSimon Squire
Head of Product Strategy – Clearance and Collateral Management
BNY Mellon
Simon is Head of Product Strategy 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 BNYM, Simon spent over a decade at Goldman Sachs.
Simon Squire
Head of Product Strategy – Clearance and Collateral Management
BNY Mellon
Read moreMarije Verhelst
Head Business Development Collateral Management and Securities Lending
Euroclear
Marije Verhelst joined Euroclear’s collateral management product team in 2004 and is responsible for a broad range of collateral management services, strategic initiatives, and projects.
Marije also oversees Euroclear’s securities lending products, where she has played a leading role in the development of the GC Access service.
She has been an ERCC and Bank of England’s money market committee member since 2020, and has been Euroclear’s ISLA representative for a number of years.
Prior to joining Euroclear’s collateral management team, Marije worked for KBC Bank and for Accenture.
Marije holds a Master degree in business engineering from the University of Leuven in Belgium, and a Master degree in finance and economics from the same University.
Marije Verhelst
Head Business Development Collateral Management and Securities Lending
Euroclear
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