ISLA's 28th Annual Securities Finance and Collateral Management Conference
- 18 - 20 June 2019
- Madrid, Spain
ISLA's 28th Annual Securities Finance and Collateral Management Conference
Tom Fletcher, CMG
Former UK Ambassador
Author of Naked Diplomacy
Tom Fletcher, CMG
Former UK Ambassador
Author of Naked Diplomacy
Read moreSteven Maijoor
Chair
ESMA
Steven Maijoor
Chair
ESMA
Read moreHarpreet Bains
Executive Director, Agent Lending Global Product Head
J.P. Morgan
Harpreet Bains is Global Head of Product Management in the Agent Lending Group of Investor Services at J.P Morgan. Harpreet has been in the securities lending business for 12 years, and in her current position based in London, she is responsible for the ongoing management and execution of the product, including strategy and financial performance. Her role involves working closely with sales and relationship management to deliver securities lending solutions to clients. She began her career in J.P Morgan in 1999, and since joining she has held various roles. Prior to securities lending, she spent 5 years as an internal auditor for Investor Services, and before audit, she worked as a legal entity financial controller with coverage of the European entities. Harpreet holds a first class Honours degree in Business and Financial Services.
Harpreet Bains
Executive Director, Agent Lending Global Product Head
J.P. Morgan
Read moreFrançois Baratte
Senior Industry Affairs Adviser
Association of the Luxembourg Fund Industry (ALFI)
François Baratte is a Senior Industry Affairs Adviser at ALFI, the Association of the Luxembourg Fund Industry. He joined the association in September 2017 to coordinate the Market Infrastructures and Depositaries regulatory portfolios.
Before joining ALFI, François was Director at FBA Conseil, a consultancy firm he created in 2005. He has fulfilled a dozen of significant assignments on regulatory and valuation aspects covering the full scope of financial instruments and transactions. He has led these missions across 10 countries for 5 Globally Systematically Important banks (GSIBs) and a National Competent Authority.
Prior to joining FBA, François has been a consultant for CSC Peat Marwick, then Manager at Accenture, in charge of designing and implementing accounting and reporting solutions for financial departments of large clients.
François holds a Master degree and a Post Graduate degree in Business Administration from the University Paris Dauphine (France). He speaks English and French
François Baratte
Senior Industry Affairs Adviser
Association of the Luxembourg Fund Industry (ALFI)
Read moreAndreas Biewald
Managing Director
Commerzbank AG
Andreas Biewald is a managing director within the Treasury department of Commerzbank. He is responsible for managing the short term liquidity of the bank by unsecured and secured transactions. That covers the handling of the central banks and nostro accounts, coordination of the liquidity between the hubs of the regions Europe, UK, US and Asia and the composition of the banks’ collateral pool. Andreas Biewald joined Dresdner Bank AG in 1987, starting in operations to deal with futures. In 1992, he moved to the front office supporting the liquidity manager of the bank. In 1996, Andreas was promoted to the global coordinator for all money market activities of the Dresdner Bank group. In 2002 he was also given the global mandate for repo trading in Euro. After the merger of Dresdner Bank AG into Commerzbank Andreas was promoted to his current role as head of funding in 2009. Andreas is an ambassador for the digitalisation of bank processes by contributing to initiatives focusing on the digitalisation of cash Utility Settlement Coin and collateral HQLAx, furthermore he represents Commerzbank AG in the ECB Money Market Contact Group, the Euribor Steering Committee, the ICMA European Repo Collateral Council.
Andreas Biewald
Managing Director
Commerzbank AG
Read moreXavier Bouthors
Senior Portfolio Manager
NN Investment Partners
Xavier Bouthors is a Senior Portfolio Manager at NN Investment Partners’ Treasury. The team is responsible for cash, currency management, securities finance and optimizing collateral under cleared and non-cleared OTC derivatives at NN Investment Partners. Xavier joined NN Investment Partners in 2009 to develop securities lending and collateral optimization. Xavier started his career in 2000 in the Luxembourg’s fund industry and moved to Boston USA in 2005 prior to joining NN Investment Partners in The Netherlands in 2009. Xavier holds a B.S. in finance and a master degree in economics from the University of Lille. NN Investment Partners is the asset manager of NN Group N.V., a publicly traded company listed on Euronext. NN Investment Partners is head-quartered in The Hague, The Netherlands. NN Investment Partners in aggregate manages EUR 240 bln (USD 280 bln) in assets for institutions and individual investors worldwide. NN Investment Partners employs over 1,100 employees and is active in 15 countries across Europe, U.S., Latin America, Asia and Middle East.
Xavier Bouthors
Senior Portfolio Manager
NN Investment Partners
Read moreIna Budh-Raja
Director
BNY Mellon
Ina Budh-Raja is a Director in the BNYM Securities Finance Product and Strategy team. 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 counsel supporting the equity finance and money markets desks at Deutsche Bank, London.
Ina Budh-Raja
Director
BNY Mellon
Read moreMatthew Chessum
Investment Manager, Liquidity Management
Aberdeen Standard Investments
Matt Chessum an Investment Manager within the liquidity management team at Aberdeen Standard Investments (ASI). He is responsible for the securities lending and collateral management functions 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.
Matthew Chessum
Investment Manager, Liquidity Management
Aberdeen Standard Investments
Read moreAdrian Dale
Director of Regulation and Market Practice
ISLA
Adrian Dale joined in 2019 and is the Director of Regulation and 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 service including roles in product development, business analysis, trading, operations and IT development. Prior to joining ISLA, Adrian headed the product development and relationship management of the IHS Markit SFTR product.
Adrian Dale
Director of Regulation and Market Practice
ISLA
Read moreBenoit Dethier
Director, Iberia Head of Business Development
Citi Securities Services
Benoit started his career in 1997 in Operations, working for Euroclear in Brussels. In 1998 he moved to Frankfurt where he joined Deutsche Boerse Clearing (the German Central Securities Depository, now called Clearstream Banking Frankfurt (CBF) following the merger with CEDEL) where he was responsible for developing the international remote access business for the German CSD. Initially based in Frankfurt, he moved to London in 2000. In 2005, Benoit joined JPMorgan where he led the Tri-Party Collateral Management business development in Continental Europe. In 2007 JPMorgan sent him to Madrid to also cover Securities Services sales in Spain. Benoit Dethier joined Citi in June 2010 as Head of Client & Sales Management covering Spanish Financial Institutions within Citi Transaction Services, based in Madrid. He now covers Securities Services for Spain, Portugal and Andorra. In 2014, additionally to his current role in Iberia, Benoit specialized in the China market access and helps the European financial institutions understand the options and set up the structure to access directly in the Chinese market. Benoit has a Law degree (1995) and a post-degree in Administration and Management (1996) from the Université Catholique de Louvain in Belgium, and a Master Degree in Finance from the London Business School (2003). Benoit speaks French (mother tongue), English, Spanish and German.
Benoit Dethier
Director, Iberia Head of Business Development
Citi Securities Services
Read moreAndrew Dyson
CEO
ISLA
In June 2016, Andrew became the CEO of the International Securities Lending Association (ISLA) after serving 3 years as their Chief Operating Officer. Previously, Andrew held the role of Director Specialist Sales and Head of Account Management, Europe, Middle East and Africa at Data Explorers, now Markit Securities Finance, where he was instrumental in the development of the group’s securities lending risk services as well as day to day responsibility for the groups business in Europe. Andy joined Data Explorers from Prudential M&G, where he was Head of Business Development and Risk for Securities Lending with responsibility for sales, marketing and product development. He was also directly responsible for Risk and the management of the team’s discrete IT resources. All aspects of legal and compliance also fell within his area of responsibility. Prior to his appointment at M&G Prudential Andrew had worked at Deutsche Bank for ten years. During his time at Deutsche he held senior marketing and product development positions within the Agency Securities Lending Business and also spent four years as Repo Product Manager where he was instrumental in the development of the banks fixed income repo franchise including the deployment of front-office risk management tools. He was also was heavily involved in the deployment of e commerce solutions for both clients and counterparts. He joined Deutsche in 1992 from HSBC, where he had previously worked extensively in the commercial bank and corporate finance areas of the business.
Andrew Dyson
CEO
ISLA
Read moreDavid Field
Head of Prime Services & Securities Finance
Delta Capita
David Field heads Delta Capita’s Prime Services & Securities Finance practice, following the acquisition in January 2019 of The Field Effect (TFE).
Delta Capita, an international business, technology consulting and managed services firm, helps execute strategic change across the financial services sector, providing expertise in prime finance, securities financing, clearing and collateral. Services include solution design and implementation for SFTR compliance, collateral treasury and IBOR replacement. In May 2019 Delta Capita announced the creation of an industry consortium to mutualise the costs of SFTR preparation through a standard industry test pack.
David Field
Head of Prime Services & Securities Finance
Delta Capita
Read moreNicolas J. Firzli
Director-General
World Pensions Council (WPC)
M. Nicolas J. Firzli is Director-General of the World Pensions Council (WPC), the international association of
pension and social security funds. He is a graduate of Canada’s McGill University (Statistics & Financial
Economics), an alumnus of the HEC School of Management (MBA Corporate Strategy & Marketing) and the
University of Paris Law School (LL.M. Corporate Law, summa cum laude) and has conducted research at the
University of Louvain (UCL) Doctoral School of Economics and Management in Waals Brabant.
Mr. Firzli is Co-Chair of the World Pensions Forum (WPF) held annually in a G7 capital, coordinator of the
quadrennial Asia+ Asset Owners Summit (AOS) organized in collaboration with the Government of the Hong Kong
Special Administrative Region (SAR), and Cofounding Member & Advisory Councillor of the World Bank Group
Global Infrastructure Facility (GIF).
Mr. Firzli is a regular contributor to various think-tanks and media outlets, including the United Nations Sustainable
Development Solutions Network (UN SDSN), the French Society of Financial Analysts’ (SFAF) Revue Analyse
Financière, the New York Society of Security Analysts (NYSSA/CFA New York), Dow Jones Financial News, the
Reuters newswire, Euromoney magazine and Asharq-Al-Awsat, the newspaper of record in the MENA area. He
has (co)authored key notions such as“The Pension Wealth of Nations”, “Modern Trusteeship and Fiduciary
Capitalism”, “Country Risk and Territorial Attractiveness”, “Real Assets and the Quest for Yields”,
“Infrastructure as an Asset Class”, “ESG Shifting the Trillions”, “Post-Globalization”, “The New Silk Road & the
Eurasian Continuum” and “The SDG–Driven Firm of the Future”.
Nicolas J. Firzli
Director-General
World Pensions Council (WPC)
Read moreJoseph Gillingwater
Senior Vice President
Northern Trust
Joseph Gillingwater is a Senior Vice President and Head of International Fixed Income Securities Lending Trading for Europe, Middle East and Africa (EMEA) and Asia-Pacific (APAC). Based in London, he joined Northern Trust in 2016, and is responsible for all aspects of fixed income trading strategy and initiatives. 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
Senior Vice President
Northern Trust
Read moreJane Gimber
Account Director, Financial Services Practice
FleishmanHillard
Jane Gimber is an Account Director within FleishmanHillard’s financial services practice, where she leads on European sustainable finance policy, advising clients from across the financial sector. Jane also specialises in the areas of insurance, pensions and corporate governance. She joined FleishmanHillard in 2012. Prior to this she spent three years working for a European financial services trade federation, where her responsibilities included internal and external communication.
Jane Gimber
Account Director, Financial Services Practice
FleishmanHillard
Read moreMatthias Graulich
Global Head of Fixed Income, Funding & Financing Strategy and Development
Deutsche Börse AG
Matthias took responsibility for Fixed Income, Funding & Financing Strategy and Development of Deutsche Börse AG in September 2018 and is a Member of the Executive Board of Eurex Clearing AG since August 2014. In his Strategy and Development role he is in charge within Deutsche Börse Group for Strategy, Business and Product Development for listed and OTC derivatives as well as repo and securities lending across trading and clearing. From March 2016 until August 2018 he was in charge of Cross Market Strategy leading the strategy for Eurex Clearing and Clearstream. From April 2013 until February 2016 he established and developed as Chief Client Officer and Global Head of Clients & Markets a dedicated client facing organizational unit of Eurex Clearing. Before that he took responsibility as Head of Clearing Initiatives for the implementation of Eurex Clearing’s strategic project portfolio and regulatory affairs. Since joining the Deutsche Börse Group in 2001, he has held a number of leadership and project management positions at Deutsche Börse and Eurex for various strategic projects, amongst others, the introduction of EurexOTC Clear as well as the merger and integration of the International Securities Exchange. Matthias holds a Master of Business Administration degree from the Fuqua School of Business at Duke University in North Carolina.
Matthias Graulich
Global Head of Fixed Income, Funding & Financing Strategy and Development
Deutsche Börse AG
Read moreDalia Hamdy
Senior Tax Counsel – Taxation, Global Banking and Markets
Scotiabank
Dalia Hamdy is Senior Tax Counsel at Scotiabank specializing in corporate tax planning with an emphasis on capital markets transactions. She focuses on the tax structuring of mergers and acquisitions, private equity transactions, corporate reorganizations, securitizations, debt and equity offerings, securities lending and derivative transactions.
Prior to joining Scotiabank, Dalia was an Associate lawyer in the Toronto office of an international law firm where she advised multinational clients on Canadian and International tax matters across a wide variety of industries. Dalia holds JD (Tax Concentration) and LLM (Tax Specialization) degrees from Osgoode Hall Law School and an International MBA from the Schulich School of Business in Toronto, Canada.
Dalia Hamdy
Senior Tax Counsel – Taxation, Global Banking and Markets
Scotiabank
Read moreRichard Hay
UK Head of Fintech
Linklaters
Richard is UK Head of Fintech at Linklaters. He has considerable experience in advising on the financial structuring and regulatory aspects of innovative capital market and payment structures, products and systems. He regularly advises investment banks, broker-dealers, market infrastructure providers and start-ups on the deployment of novel technologies to support new or existing business lines. He has particular experience of new product development in the context of market infrastructures, notably trading, clearing, payment and settlement systems. He has also advised numerous start-ups and buy-side institutions on the creation and issuance of novel instruments and investment structures. He is one of the firm’s leads on the Utility Settlement Coin (USC) project, being the development of an asset-backed digital cash instrument on blockchain for use within global financial markets, and involving a consortium of banks and Clearmatics Technologies. Richard has also been co-leading the firm’s strategic investment in and co-operation with Fintech firm Nivaura. Richard is a member of the Financial Markets Law Committee (FMLC) Fintech Scoping Forum and Working Group on DLT Governing Law and Jurisdiction. He has been actively involved in numerous initiatives with international regulatory and standard setting bodies, including the OECD, FSB and CPMI. He is a CFA charterholder.
Richard Hay
UK Head of Fintech
Linklaters
Read moreAndy Hill
Senior Director, Market Practice and 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 the association’s work on corporate bond secondary markets and, since 2019, also ICMA’s work related to repo and collateral. He is secretary to ICMA’s Secondary Market Practices Committee and previously was a member of the European Commission’s Expert Group on Corporate Bond Market Liquidity. 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 and Regulatory Policy
International Capital Market Association (ICMA)
Read moreBimal Kadikar
Co-Founder & CEO
Transcend
Bimal Kadikar is a co-founder and the CEO of Transcend, a technology firm dedicated to helping financial institutions optimize collateral and liquidity enterprise-wide to increase efficiency, reduce risk and drive greater business performance. Bimal leads Transcend’s business and product strategies, working closely with major global banks to implement modular, innovative technology solutions that connect the front-to-back office for sharper funding and capital decisions. Bimal previously served in several senior roles at Citi Capital Markets Technology Division. He also led the global technology organization for Citi’s Fixed Income, Currencies and Commodities (FICC) businesses, and built the Prime Finance, Futures & OTC Clearing technology platform, expanding Citi’s growth. Bimal spearheaded Citi’s firm-wide post-2008 crisis strategy for Collateral, Liquidity and Margin, leading to the inspiration for founding Transcend’s next-generation collateral and liquidity management solutions.
Bimal Kadikar
Co-Founder & CEO
Transcend
Read moreJane Karczewski
Managing Director, Head of Global Custody
HSBC
Jane Karczewski has recently joined HSBC as Managing Director, Head of Global Custody within Global Banking and Markets. She has global responsibility for the management and development of the global custody franchise. Prior to HSBC was a Managing Director within Citi Global Markets, Strategic Risk Solutions, where she focused on Asset Management solutions for liquidity and yield across multiple asset classes. Jane started at Citi in 2010 as EMEA Head of Sales and Business Development for Equity Financing and Delta One. Further roles include: Managing Director, Head of Equity Finance Sales within Global Prime Finance at Deutsche and 13 years at Morgan Stanley where she started as an Equity Finance trader before moving to a senior sales role managing the EMEA Sales effort. Jane is on the Board of London Women’s Forum, and is the former Co-Chair of Citi Women. Whilst at Deutsche Jane was a member of the Senior Women’s Advisory Board, and the Women in European Banking (WEB) committee. She started her career working for an FX Hedge Fund in Monaco. Jane has a BA (Hons) in European Studies with Combined Languages from Kent University in Canterbury, and speaks fluent French and German. Jane is married with 3 children aged 16, 13 and 5.
Jane Karczewski
Managing Director, Head of Global Custody
HSBC
Read moreDr. Sven Kasper
Senior Vice President & International Head, Regulatory, Industry and Government Affairs
State Street Bank and Trust Company
Sven Kasper is a Senior Vice President and International Head of Regulatory, Industry and Government Affairs. He and his team monitor, analyze and provide updates about all relevant policy and regulatory developments that may impact directly or indirectly the company. Sven also regularly contributes to the work of relevant industry associations on behalf of State Street, actively engages with EU and global stakeholders to raise views and provide technical expertise on issues of importance to State Street and its clients, and speaks frequently at various public stakeholder events. In addition, Sven leads State Street’s corporate-wide Brexit program which coordinates the creation and execution of the organization’s Brexit plans bringing together senior representatives from all business units and functions. Prior to joining State Street in April 2010, Sven was Head of EU Public Affairs, Funds at Prudential plc in London representing the company’s position in asset management related issues. Sven started his career at UBS both in Zurich and in London where he was Associate Director for European Government Affairs. He is a graduate of St. Gallen University in Switzerland with a doctorate in International Affairs. A German national, Sven is married and father of one daughter.
Dr. Sven Kasper
Senior Vice President & International Head, Regulatory, Industry and Government Affairs
State Street Bank and Trust Company
Read moreJames Knightley
Chief International Economist
ING
James Knightley is ING’s Chief International Economist. He joined the firm in 1998 and during that time he has provided economic coverage on all the G7 and major West European economies. His main responsibilities currently are the economic and political coverage of North America and the UK. James has been at the forefront of the Brexit debate in the UK, and has been responsible for publishing timely and thought-provoking research, as well as, advising clients accordingly on likely macro and FX effects. He now spends the bulk of his time covering the US economy, the Fed and US politics. He frequently visits ING clients around the world and is extensively quoted in the media. James studied economics at Durham University, UK.
James Knightley
Chief International Economist
ING
Read moreJonathan Lombardo
Senior Vice President
Deutsche Boerse Group
Jonathan Lombardo is member of the Deutsche Boerse Fixed Income Funding & Financing Sales team. He is responsible for sales and relationship management and is leading the securities lending initiative with a focus on Eurex Clearing’s Lending CCP – its Central Counterparty service for securities lending. 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 Group
Read moreSteven Maijoor
Chair
European Securities and Markets Authority (ESMA)
Steven Maijoor has been the Chair of the European Securities and Markets Authority (ESMA) since taking up office 1 April 2011. He is the first chair of the authority and is currently serving his second five-year term. He is responsible for representing the Authority as well as chairing ESMA’s Board of Supervisors and the Management Board. The role of the Board of Supervisors is to give strategic guidance to ESMA and make all main regulatory and supervisory decisions. The Management Board’s purpose is to ensure that the Authority carries out its mission and performs its tasks. Prior to taking up this role, Steven was Managing Director at the AFM, the Dutch financial markets regulator, where he was responsible for capital market supervision, including financial reporting and auditing, prospectuses, public offerings, and the supervision of the integrity of financial markets. During his term, the scope of activities of the AFM vastly expanded and he was responsible for building and implementing supervision in the capital market area. In his regulatory role at the AFM, Steven has held a number of international positions, including the Chairmanship of IFIAR (International Forum of Independent Audit Regulators). Before joining the regulatory world, Steven was the Dean of the School of Business and Economics at Maastricht University, and had pursued a long career in academia which included a variety of positions at Maastricht University and the University of Southern California. He holds a PhD in Business Economics from Maastricht University, was a research student at the London School of Economics, and has a master in Business Economics from the University of Groningen.
Steven Maijoor
Chair
European Securities and Markets Authority (ESMA)
Read moreMathew McDermott
Global Head of Cross Asset Financing
Goldman Sachs
Mathew is global head of Cross Asset Financing. He serves as a member of the Firmwide and EMEA Asset and Liability Committees and the Goldman Sachs International Bank Management Committee. Previously, Mathew was global co-head of the Global Liquidity Products group and had worked in the European Special Situations Group in London, where he joined Goldman Sachs as a vice president in 2005. Mathew was named managing director in 2010. Prior to joining the firm, Mathew worked at Morgan Stanley in the Securitized Products Group, focusing on structuring, financing and risk management. Mathew is a member of the Bank of England’s Money Market Committee. Mathew earned a BA (Hons) in Accounting and Finance at Nottingham. He has been a member of the Chartered Institute of Management Accountants since 1999.
Mathew McDermott
Global Head of Cross Asset Financing
Goldman Sachs
Read moreGilly Meth
Managing Director & Global Head of Lender Relationship Management and Portfolio Pricing
Morgan Stanley
Gilly Meth is a Managing Director at Morgan Stanley, where she is Global Head of Relationship Management and Exclusive Portfolio Pricing for Bank Resource Management (BRM). Prior to her current role, Gilly’s career spanned across both the fixed income and equity divisions encompassing both sales and trading. She was also responsible for the creation of the new Lender Relationship Management group, leading this effort in Europe, New York and Asia. Gilly sits on the BRM Management Committee and is also a member of the Diversity Action Council, which helps to drive and provide thought leadership on the Firm’s cross-divisional diversity strategy in EMEA. Gilly has been with the Firm since 1988. She lives in Kent with her husband and two sons.
Gilly Meth
Managing Director & Global Head of Lender Relationship Management and Portfolio Pricing
Morgan Stanley
Read moreJames Montgomerie
Executive Director, EMEA Head of Securities Lending Operations & Head of Financing & Collateral Operations (Glasgow)
Morgan Stanley
James Montgomerie is the EMEA Head of Securities Lending Operations and Head of Financing & Collateral Operations (Glasgow) 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 latterly Securities Lending. James is a member of the International Securities Lending Association (ISLA) Executive Operations committee and Chair of the ISLA CSDR Working Group.
James Montgomerie
Executive Director, EMEA Head of Securities Lending Operations & Head of Financing & Collateral Operations (Glasgow)
Morgan Stanley
Read moreHabib Motani
Partner
Clifford Chance
Habib Motani is a leading international financial markets lawyer who specialises in OTC and securitised derivatives, structured capital markets products including derivative linked retail and wholesale structured products, investment banking sales and trading advisory work, Islamic derivatives, securities lending and repos, netting and collateral and their regulatory capital treatment and in the infrastructure aspects of the financial markets, such as payment and settlement systems, clearing systems, prime brokerage and custody.
Habib Motani
Partner
Clifford Chance
Read moreRené Nicolodi
Head of Equities & Themes
Swisscanto Invest by Zürcher Kantonalbank
René Nicolodi is the Head of Equities & Themes at Swisscanto Invest by Zürcher Kantonalbank and Deputy Head of Asset Management. René holds a PhD from the University of Zurich and since 2009 has been a Chartered Alternative Investment Analyst (CAIA). René is a lecturer at the University of Zurich, the Swiss Training Centre for Investment Professionals and the International Management Institute (Kiev). He also represents the Swiss Financial Analysts Association in the ESG Commission of the European Federation of Financial Analysts Societies (EFFAS) and is an appointed board member of Swiss Sustainable Finance.
René Nicolodi
Head of Equities & Themes
Swisscanto Invest by Zürcher Kantonalbank
Read moreEd Oliver
Managing Director, Product Development
eSecLending (Europe)
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 acquired by IHS Markit), Northern Trust, Baring Asset Management and Lloyds Bank.
Ed Oliver
Managing Director, Product Development
eSecLending (Europe)
Read moreGraeme Perry
EMEA Head of Trading, Agency Lending
BNP Paribas Securities Services
Based in London, Graeme manages the agency lending trading desk and is responsible in helping deliver optimal and enhanced returns for the lending clients through an efficient and agile lending product. Previous to this role Graeme spent a number of years as a Relationship Manager overseeing a number of BNP Paribas’s strategic clients including central banks, sovereign wealth funds, assets managers and insurance companies. Prior to BNP Paribas Graeme spent 10 years at State Street where he was responsible for International equity trading as well as other lending related roles at Santander Global Markets, NatWest Markets and Bankers Trust International.
Graeme Perry
EMEA Head of Trading, Agency Lending
BNP Paribas Securities Services
Read moreSteve Raddon
Tax Manager, Securities Finance Division
BNY Mellon
Steve Raddon is the Tax Manager of BNY Mellon’s Securities Finance division. His responsibilities include all day-to-day aspects of withholding and transfer taxes, and compliance with applicable laws and regulations, within BNY Mellon’s securities lending programme. Steve also supports the Product Development team, focusing on the expansion of the business into new markets, the introduction of new service offerings, new trading counterparts, and new clients. After originally joining Mellon Trust in 1997, Steve spent seven years in the tax department of the Cross-Border Services division at CREST, before returning to BNY Mellon in 2006. He is currently the Chair of the ISLA Tax committee, and has represented BNY Mellon on a number of industry initiatives with AFME, the RMA, and UK Finance.
Steve Raddon
Tax Manager, Securities Finance Division
BNY Mellon
Read moreDonald Ricketts
Managing Director
FleishmanHillard
Donald Ricketts is Managing Director of FleishmanHillard’s Financial Services Practice at EU level, and is responsible for leading on European public policy, competition and reputational strategy-setting for clients across the finance and banking sectors. Donald has advised the world’s largest institutions as well as supporting innovative new entrants in the industry. He joined FleishmanHillard in the year 2000, having previously served in the business advisory and assurance practice of one of the world’s leading professional services organisations. Prior to this he was with the European Commission’s Directorate General for External Political Relations. He holds a Bachelor of Arts degree with honours in Politics, Philosophy and Economics from Oxford University. He qualified as a chartered accountant and speaks both English and French, as well as some Swedish and German.
Donald Ricketts
Managing Director
FleishmanHillard
Read moreDr Radek Stech
Founder and the CEO of the Sustainable Finance, the Law and Stakeholders (SFLS) Network & Lecturer
University of Exeter
Radek Stech (PhD, Cardiff) is a Founder and the CEO of the Sustainable Finance, the Law and Stakeholders (SFLS) Network and a Lecturer in Law at the University of Exeter. Radek is currently leading on a nearly half a million USD global sustainable finance research and impact programme funded independently by the UK Economic and Social Research Council (ESRC). He has more than 10 years of solid research, consultancy and advisory experience in ESG, banking and environmental law in collaboration with such stakeholders as the US Chamber of Commerce, the World Pensions Council, the Welsh Government, WWF UK and leading international law firms. He was a visiting fellow at George Washington University Law School, an independent researcher at the World Bank (Global Themes, 2017) and the World Bank Group (Finance/Innovation, 2019). Immediately after his studies in 2003, he worked on attracting EU funding for new movies in the Oscar nominated (for Three Colours: Red) and intellectually charged Warsaw’s TOR Film Production. He is an Observer of the Green, Social & Sustainability bonds.
Dr Radek Stech
Founder and the CEO of the Sustainable Finance, the Law and Stakeholders (SFLS) Network & Lecturer
University of Exeter
Read moreJames Templeman
Managing Director & Global Head of Securities Lending Trading
BlackRock
James Templeman, Managing Director, is a member of BlackRock’s Securities Lending team. He is Global Head of SL Trading and has overall management responsibility for the European Securities Lending business. Mr. Templeman’s service with the firm dates to 2001, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a member of the Securities Lending team and was head of trading for Europe. Mr. Templeman is currently a Director of Equilend and served on the International Securities Lending Association’s Executive Committee for ten years, including two years as Chair. Mr. Templeman earned a bachelor’s degree in politics and economics from Leicester University in 1992.
James Templeman
Managing Director & Global Head of Securities Lending Trading
BlackRock
Read moreJon Terry
Global Financial Services People Leader
PwC
Jon Terry is PwC Global Financial Services People Leader, responsible for the people strategy of the firm’s 60,000 financial services professionals and the firm’s Global Financial Services Consulting Leader. Jon has spent over 30 years at the firm and advises financial services organisations on their people challenges, including all aspects of employee engagement and motivation. Jon leads PwC’s UK diversity and inclusion consulting practice supporting organisations on the range of issues from developing diversity and inclusion strategies, creating accountability and measurement frameworks, enhancing policies and processes and creating sustainable employee engagement and awareness. In both his internal and client facing roles, Jon is passionate about creating inclusive workplaces.
Jon Terry
Global Financial Services People Leader
PwC
Read moreMarije Verhelst
Director, Product Management, Securities Lending and Collateral Management
Euroclear SA/NV
Marije Verhelst, Director, works in Euroclear’s Product Management Division. She is responsible for Euroclear’s securities lending services and also oversees different collateral management services and projects. She has been working in collateral management product management since 2004. Ms. Verhelst started her career in Euroclear’s Operations department, and then in Product Management. She also worked for KBC Bank as a relationship manager for Financial Institutions, and for Accenture on different business strategy projects. Ms Verhelst holds a Masters degree in business engineering from the University of Leuven, in Belgium.
Marije Verhelst
Director, Product Management, Securities Lending and Collateral Management
Euroclear SA/NV
Read moreAlexander Westphal
Director, Market Practice and Regulatory Policy
International Capital Market Association (ICMA)
Alexander is a Director in ICMA’s Market Practice and Regulatory Policy team in London, focused primarily on repo and collateral. He serves as secretary to the ICMA European Repo and Collateral Council (ERCC) and Committee and its sub-groups, including the ERCC Operations Group and the ERCC SFTR Task Force. In this capacity, Alexander has been dealing extensively with the various regulatory initiatives impacting the management of repos and other SFTs, with a current focus on SFTR.
Alexander joined ICMA in 2015. Prior to this, he worked as Policy Adviser at the European CSD Association (ECSDA) in Brussels, where he coordinated the work of ECSDA’s working group on public policy. He started his career in Brussels at the European Commission (DG ECFIN).
Alexander holds a Master’s degree in Economics from the University of Konstanz (Germany) and a Master’s in European Studies from the College of Europe in Bruges (Belgium).
Alexander Westphal
Director, Market Practice and Regulatory Policy
International Capital Market Association (ICMA)
Read morePhilip Winter
Director, Head of European Securities Lending Supply
Deutsche Bank
A Deutsche Bank veteran of over 20 years, Phil has held a number of wide ranging roles within the Securities Finance team across London, Tokyo, and Hong Kong. Since 2014, Phil has been based back in London as the Head of European Securities Lending Supply and prior to that ran Deutsche Bank’s Securities Lending business in Hong Kong. Phil has been a member of the ISLA board of Directors since 2017 and holds a Master’s Degree in Applied Finance.
Philip Winter
Director, Head of European Securities Lending Supply
Deutsche Bank
Read moreBoaz Yaari
CEO
Sharegain
Boaz lives and breathes the Fintech industry, with 14 years’ experience at the forefront of capital markets – from a leading derivatives trader at a top tier bank to portfolio manager at European Hedge Funds. Founding Sharegain in 2015, Boaz handpicked a team of professionals, combining Israeli tech-talent with London capital markets expertise to form a global Fintech solution, which is relentlessly focused on reinventing the securities lending space and bringing it into the digital age.
Boaz Yaari
CEO
Sharegain
Read moreFor more information
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