ISLA 24th Annual Securities Finance and Collateral Management Conference 2015
 
Ulf Bacher
Co-Head of Agency Cash Management
Société Générale Corporate & Investment Banking

Ulf Bacher is based in London and Frankfurt and is Co-Head of Agency Cash Management (ACM) at Société Générale Corporate & Investment Banking. ACM is an electronic Triparty Repo platform which targets cash and collateral rich customer who are looking for a regulated and transparent electronic solution to place cash.  Ulf has been in the collateral and financing markets for more than 20 years. In his career before Société Générale he ran the European repo desk at Goldman Sachs Int. in London and was Global Head of Short Term Products at Dresdner Bank AG in Frankfurt. Ulf studied Business Administration at the University of Mannheim, Germany.

 
Fod Barnes
Partner
Oxera

Fod Barnes has worked across consumer advocacy, regulation and economic consulting over the last 40 years. He is currently a Partner of Oxera, a consultancy that specialises in the economics of the regulation of capital markets. Although he (personally) hopes not to be arriving at work in 2020, he has been analysing how regulation of the financial sector has been evolving and, in particular, how it has moved from concerning itself with inputs to now (and increasingly) looking at outcomes for consumers. The financial crisis has also undermined (but not eliminated) regulatory reliance on simple market forces to keep (financial) intermediaries under control. If these trends continue, then by 2020 there will be much more focus on the demand side (why borrow? And possibly, why lend?) and on the impact of the activity on the economy outside the finance sector.  The world of work could be very different – but will it?

    

 
Stefano Bellani
Managing Director, Global Head of the Agency Lending & DR Businesses Investor Services
J.P. Morgan

The Group provides securities lending products across equity and fixed income securities, as well as depository receipt issuance for J.P. Morgan’s clients.  Stefano has been working for J.P. Morgan for over 20 years, holding a number of senior trading and managerial roles in the Government bond market making and until recently he was responsible for the EMEA & Emerging Market Financing groups. Stefano is a member of the MTS Board since 2008.  He has a degree in Business and Economics from the Bocconi University in Milan, Italy

 
John Billige
EMEA Operations Tax Director
StateStreet

John Billige is State Street’s EMEA Operations Tax Director. Based in London, John is responsible for providing technical cross border tax advice and tax risk management/due diligence to the London based business units operating within State Street Bank & Trust Co London branch as well as GmbH London branch. John covers Securities Finance, Foreign Exchange Trading, Enhanced Custody, Brokerage, Portfolio Solutions, Transitions Management, Futures and Swaps clearing. Before assuming his current role within State Street in November 2005, John was at Deutsche Bank where he worked within the Corporate Tax department providing tax risk analysis and technical cross border tax advice to the equity finance, prime brokerage, agency lending and custody businesses. Prior to Deutsche Bank, John held similar tax advisory positions at Citi, UBS and Baring Brothers. John is the current Chair of the ISLA sub-group tax.
 
Xavier Bouthors
Senior Portfolio Manager Treasury
NN Investment Partners

Xavier Bouthors is a Senior Portfolio Manager in the Treasury department at NN Investment Partners. He joined NN IP in 2009 to implement securities lending and liquidity management. He is currently responsible for securities lending, liquidity management, collateral optimization. Xavier has more than ten years’ experience in the financial industry working in Luxembourg and USA prior joining NN Investment Partners in The Netherlands.  Xavier holds a B.S. in finance and a master degree in international trade.

 
Dirk Bruckmann
Head of Securities Lending & Funds Execution I Solutions & Trading Group (STG)
Deutsche Asset & Wealth Management Investment GmbH

Dirk Bruckmann holds a diploma in Business Administration from the University of Muenster. He joined Deutsche Bank in 1997 and subsequently held various business and product management functions within the Investment and Transaction Bank, before he moved to Asset Management in 2004.    He is Global Head Securities Lending / Repo & Funds Execution within Deutsche Bank’s Asset and Wealth Management (DeAWM) division. Securities Lending /Repo vice, DeAWM manages ca. 150 bn EURO of lendable assets globally and services multiple client types, primarily retail funds and institutional investors. On the Funds Execution side, the team delivers cost and time efficient access to Funds markets and Funds (service) providers for portfolio managers and Wealth Management clients. 
 
Cristina Casalinho
Chairman & CEO
Portuguese Treasury and Debt Management Agency - IGCP, E.P.E.

Cristina Casalinho, born in August 3, 1968 is an undergraduate in Economics by the Faculty of Economic Business Sciences of Universidade Católica Portuguesa and a MSc in Business by Universidade Nova de Lisboa. She is Chief Executive Officer of the Portuguese DMO since October 2014, prior to that from June 2012 she was Executive Director at the same institution. Previously she was chief economist at Banco BPI a position she held for nine years, after occupying several positions in BPI.
 
Ben Challice
Managing Director, Head of Global Prime Finance
Nomura plc

Ben Challice, a Managing Director based in London, is responsible for Nomura’s global Prime Finance business, which combines Prime Services, Delta 1 and Equity Financing. After starting his career in Hong Kong, he joined the international Equity Finance desk at Goldman Sachs London in 1999. In 2004 Ben left Goldman to join Lehman Brothers and ran the Institutional Financing Sales business within Capital Markets Prime Services, before then joining Nomura following the integration of Lehman’s European and Asian operations in October 2008. He holds a BSc (Hons) in Information Technology with Management Studies from King's college University, London.

 
Matt Collins
Executive Director and Head of European Securities Lending
Morgan Stanley

Matt Collins is an Executive Director and Head of European Securities Lending at Morgan Stanley, based in London.  Matt joined the firm in 2010 and in his prior role was responsible for the group’s Hedge Fund Distribution team. Matt started his career in corporate finance at Dresdner Kleinwort Wasserstein before moving to Société Générale’s equity finance trading team in 2004. Matt holds a Bachelor’s degree in Economics & Economic History from The University of York.

 
Michael Cyrus
Head of Short Term Products
DekaBank

Michael Cyrus is Head of Short Term Products at DekaBank. Short Term Products at Deka Bank encompass Money Markets, FX and STIRT, Fixed Income Repo and Securities Lending, as well as Equity Finance and Structured Collateralised Solutions.  Before that Michael was Co-Head of Short Term Markets and Financing at RBS, in charge of Repo and collateralised Funding, FX Prime and ETD. Michael started his career as Business Manager for the head of Global Markets and later headed up Credit Financing and Collateral Trading. He studied economics in Hamburg with an emphasis on econometrics and economic theory. 

 
Ermanno Dal Pont
Managing Director & Head of EMEA Capital Solutions
Barclays Capital

Ermanno Dal Pont is a Managing Director and Head of EMEA Capital Solutions, based in London. The Capital Solutions team helps Barclays’ Hedge Fund clients grow their business with the twin services of Capital Introductions and Strategic Consulting. Ermanno joined Barclays  in July 2010 from Prudential PLC where he was Head of Strategic Projects. Prior to Prudential, Ermanno spent three years with Lehman Brothers in London and six years working as a consultant for McKinsey & Company in Milan and New York. Ermanno holds an MBA degree from Columbia Business School and an undergraduate degree in Economics from Bocconi University, Italy.

 
Ido De Geus
Head of Treasury & Client Portfolio Management
PGGM

Ido de Geus is Head of Treasury & Client Portfolio Management at PGGM. In this role he oversees the liquidity management, collateral management, secured financing and currency hedging for the pension fund clients of PGGM. He is also responsible for rebalancing the investment portfolio’s to their strategic weights. PGGM manages over € 180 billion in assets for six Dutch pension fundsIdo studied Econometrics at the University of Groningen in the Netherlands. He started his career in 1995 at Rabobank International as Interest Rate Swap trader. In 2001 he moved to PGGM, the second largest pension fund in the Netherlands. In 2007 he became head of Treasury and Client Portfolio Management

 
Simon Derrick
Managing Director & Head of the BNY Mellon Markets Strategy Team
The Bank of New York Mellon

Simon Derrick is a managing director of The Bank of New York Mellon and is head of the bank’s Global Markets Strategy team. Simon established the team over sixteen years ago and has been responsible for its development into one of the pre-eminent voices in the FX markets. His views on “currency wars” and on developments within the Euro-zone are frequently quoted in the financial media.  Prior to heading up BNYM’s currency strategy team, Simon ran The Bank of New York’s European FX sales team for four years. Previously, he worked in sales and proprietary trading roles at Midland Bank (now part of HSBC), Banque Indosuez (now part of Crédit Agricole Corporate and Investment Bank) and Citibank. He is an honours graduate in geography from University College London.

 
John Duckitt
EMEA Prime Brokerage Risk
Nomura International plc

John works in Nomura’s Financing Risk team covering the firm’s risk management of its secured financing positions across all business lines, including Prime Finance and Repo. Prior to this, he worked for Citi’s Prime Finance division in client facing and risk management roles, and briefly on the buy-side in the FoHF business. John holds a BA (hons) in Philosophy from the University of Liverpool and is a CAIA charterholder.

 
Andrew Dyson
COO
ISLA

In March 2013, Andrew became the Chief Operating Officer of the International Securities Lending Association (ISLA).  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.
 
Richard Haas
Chief Operating Officer
CapeView Capital LLP

Prior to joining CapeView as COO/CCO in 2011, Richard held COO / CFO/CCO positions at Montrica (2006 to 2011), OCH Johnson Capital (2005 to 2006) and ABN AMRO (1999 to 2005) where he was also Global Head of Asset Management Compliance for 18 months and Kemper / Zurich / Scudder (1995 to 1999) where he was the Finance Director and Head of Compliance in London. Richard trained with Deloitte Haskins & Sells before joining James Capel in 1987, where he was Head of Compliance / Company Secretary. He joined Solomon Brothers Asset Management in 1993 where he was Compliance Officer and Business Unit Manager. Richard is a Fellow of the Institute of Chartered Accountants in England and Wales and holds a BSc Hons (2.1) in Management and Chemical Sciences from the University of Manchester Institute of Science and Technology. Richard sits on  the Smaller Business Practitioner Panel at the FCA. 

 
Michael Harding
Partner
Oliver Wyman

Mike Harding is a Partner in Oliver Wyman’s London office with over twenty-five years strategy consulting experience.  Mike currently leads Digital practice in Financial Services and chairs the Oliver Wyman Digital Network, a platform that supports the whole firm’s efforts in developing and implementing strategies that reflect changes in consumer and competitor behaviour driven by the adoption of new technology.  He previously led Oliver Wyman’s eCommerce practice and cofounded Internet Finance partners, an internet incubator that combined Oliver Wyman’s consulting capabilities with principal investing and technology development partners to launch and enhance several successful businesses.  His career focus has been on consumer-driven retail financial services, including banking, asset management and insurance, with a particular focus on products and services aimed at wealthier individuals, as well as having a successful track record as a principal investor.  Prior to joining Oliver Wyman, Mike held positions in two other leading consulting firms as well as having led the strategy department at a major insurer. Earlier he had a career in advertising where he held the post of account director at one of the UK’s largest agencies.  Mike holds an MA in Mathematics and Computer Science from King’s College, Cambridge.

 
Russell Hart
Chief Operating Officer & Founding Partner
Alcova Asset Management LLP

Russell is the Chief Operating Officer & a Founding Partner of Alcova Asset Management LLP. Alcova is a 3yr old firm that harnesses alpha through a combination of science, technological advancement & market insight. The importance of ‘traditional’ non-investment functions such as technology, risk & treasury are paramount.  Previously, Russell worked at Beauchamp Financial Technology, EDD Fund Services and at PCE Investors Limited as Chief Operating Officer. This allowed him to experience driving growth in a multi-strategy, multi-manager institutional Hedge Fund platform whilst managing in excess of 2bn USD in a diverse strategy mix of funds.   Russell graduated from University College London in Economics.

 
Simon Heath
Director, EMEA Head of Agency Trading
Citi

Simon is the EMEA head of agency trading based in London. He joined Citi in 2005 as part of their MBA graduate programme within the Global Transaction Services area, moving into Securities Finance in 2006.  Simon began his career at Morgan Stanley as a project manager and worked at Deutsche Bank in a similar capacity before joining Citi.  Simon holds a BA in Economics from the University of Manchester and an MBA from the University Durham of Business School.

 
Richard Hochreutiner
Director Group Treasury, Head Global Collateral
Swiss Re

Richard Hochreutiner heads Swiss Re's global collateral business. He has been with Swiss Re for 7 years in which time he has implemented a group-wide collateral trading and management platform that spans securities lending, repo, OTC derivative and re-/insurance collateral.  Prior to joining Swiss Re, Rich worked 10 years at UBS in various functions both in equities and fixed income collateral trading and management, lastly running the Zurich based securities lending. Rich joined UBS from CSFB, where he headed the Equity Finance Desk in Zurich. After completing the Zurich Business School and his Bachelors degree, Richard started his career as an Equities Sales/Trader at Bank Sarasin in Zurich.

 
Cornelia Holthausen
Principal Adviser, Directorate General Market Operations
European Central Bank

Cornelia Holthausen has been Principal Adviser in the Directorate General Market Operations of the European Central Bank in Frankfurt since 2012. In this function, she is responsible for a range of issues related to the operational framework of the Eurosystem. Prior to this, she was Head of the Financial Research Division of the ECB, leading a team of researchers on financial research topics of relevance for central banking. Her own academic research focused on the design of central banks’ operational frameworks, money markets, micro- and macro-prudential regulation of the financial sector, and the economics of payments. Holthausen has, inter alia, published in The Review of Financial Studies, the Journal of Money, Credit, and Banking, and the Journal of Financial Intermediation. She is an affiliate member of the Centre for Economic Policy Research (CEPR). Cornelia Holthausen graduated with a PhD in Economics from Pompeu Fabra University, Barcelona. Part of her doctoral studies she did at the Wharton School, Philadelphia

 
Jack Inglis
Executive Officer
AIMA

Jack Inglis became the chief Executive Officer of AIMA in February 2014. He has been involved with hedge funds for 25 years and has held leadership positions in prime brokerage at both Morgan Stanley, where he served for 16 years, and Barclays, where he was prior to joining AIMA. From 2007 to 2010 he was CEO at the convertible bond specialist, Ferox Capital Management. He began his career in 1983 and has extensive experience across origination, distribution and trading across the capital markets. He holds a Master of Arts in Economics from Cambridge University.

 
Andrew Jamieson
Managing Director, Head of EMEA Client Execution Sales / Broker-Dealer Sales
iShares Capital Markets Group

Andrew JamiesonManaging DirectorHead of EMEA Client Execution Sales / Broker-Dealer Sales within iShares Capital Markets Group, is responsible for delivering market insights, execution services and product structure expertise to iShares clients and managing the distribution channels with our partner banks. The Capital Markets Group also works with other BlackRock investment teams to maintain the liquidity, tax efficiency and performance standards for iShares ETFs.   Andrew joined BlackRock in November 2012 from J.P. Morgan where he ran the Equity Finance business in EMEA from February 2008, upon the acquisition of the Bear Stearns Prime Brokerage business, where he held a similar role responsible for Securities Lending, Synthetic Products, Collateral & Inventory Management and Hedge Fund coverage. In his short time at Bear Stearns he was instrumental in developing the international capability of both Bear Stearns's Equity Finance & Prime Brokerage businesses. Previously Andrew was with Barclays Capital and played a leadership role in growing their securities lending & synthetics business over a 7 year period, specifically interfacing with the hedge fund community. Andrew joined Barclays from Connecticut based hedge fund, Paloma Partners, where he was head of structured products & financing. Prior to this he had roles within synthetic trading, securities lending & bond repo at both NatWest Markets & J.P. Morgan, where he started his investment banking career.   In addition, between the years of 2010-2012, Andrew held the position of Chairman of the European Board of Equilend and was a board member of the International Securities Lending Association. Andrew holds a Bachelor of Engineering degree from the University of Edinburgh and joined the Equity Finance business after a spell in industry.
 
Matthew Johnson
Chief Operating Officer & Partner
Makuria Investment Management (UK) LLP

Matthew Johnson is the Chief Operating Officer and a Partner of Makuria Investment Management.  Makuria was founded in 2012 to create a European focused value driven investment fund with the ability to opportunistically trade across the capital structure. From 2010 to 2011, Mr. Johnson was the Chief Administrative Officer of SFM UK and SFM HK, the only overseas offices of Soros Fund Management ("SFM"). Mr. Johnson started his career in 2000 at ING Barings where he worked within the Structured Credit Solutions Group.  He moved on to work for a financial risk and portfolio management start-up Pointnine before moving back to the sell-side to join Dresdner Bank in 2004 where he built out portfolio risk trading capabilities before a team move to found the proprietary structured credit trading group at Glencore International plc.  He was later instrumental in opening up this business to external investment through the regulated entity Asteri Capital Ltd. Mr. Johnson graduated from University of Bath (BEng (Hons) Chemical Engineering). 

 
Andy Krangel
Director, EMEA Head of Agency Securities Lending Business Management , Chairman of International Securities Lending Association (ISLA)
Citi

Andy has been employed by Citi for the past 25 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 5 years in Product Risk Management where he obtained Credit Officer status. Prior to Citi Andy was at RBS for 3 years. Since mid-2006 Andy has worked in Citi's Agency  Securities Lending department. Andy is currently EMEA Head of Agency Securities Lending Business Management and is the current Chairman the International Securities Lending Association Board.

 
Jonathan Lombardo
SVP Clients & Markets
Eurex Clearing

Jonathan Lombardo is responsible for business development, sales and relationship management for Eurex Clearing’s Lending CCP – its Central Counterparty (CCP) service for the Securities Lending market.  Jonathan is reponsible  for the management of relationships with customers and understanding their needs and the impacts of developments in the market. As well as defining the requirements for value added services to increase the attractiveness of Eurex Clearing with the ultimate goal to expand its role as the leading provider in Europe of central counterparty services.  Jonathan has over 25 years experience in the securities lending market and has had previous roles at Pirum Systems, Secfinex and Citibank. Jonathan has also been a former ISLA board member.

 
Michael Manna
Head of Fixed Income Financing Trading, EMEA
Barclays Capital

Michael Manna is Head of Fixed Income Financing Trading, EMEA, at Barclays, based in London.   In this role, he is responsible for Government, Credit and Emerging Markets Repo Trading.  Prior to this, Michael was the Head of Fixed Income Financing and Money Market Distribution, EMEA from 2009 – 2014. Michael joined Barclays in 2009 from BNP Paribas where he was a member of the Short-Term Interest Rate Sales team, covering repos, cash sales and short-term interest rate swaps. Previously, he spent six years at Empower Interactive, a telecoms software company responsible for sales and product marketing.  Michael started his career at Bear Stearns in New York on the repo trading desk between 1994 and 2000, moving to the UK in 1996. He holds a BSc in Business Administration.


 
Raphael Masgnaux
Global Head of Prime Solutions and Financing
BNP Paribas

Raphael Masgnaux has been in the industry for more than 25 years. Eleven years in the interest rates derivatives trading and then fourteen years in Equity Finance and Prime Brokerage business.  He is now Global Head of Prime Solutions and Financing by BNP Paribas this includes Prime Brokerage, Execution and Clearing of Listed Derivatives, OTC clearing, stocks loan, bonds repo and financing of capital markets.

 
Mathew McDermott
Managing Director, Fixed Income, Currency and Commodities
Goldman Sachs

Mathew is head of Global Liquidity Products (GLP) in EMEA and global head of the Distribution and Product Development team within GLP. He serves as a member of the EMEA Asset and Liability Committee and participates in a number of other global funding and liability committees. Previously, Mathew 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 has been a member of the Chartered Institute of Management Accountants since 1999 and earned a BA (Hons) in Accounting and Finance.

 
Kevin McNulty
CEO
ISLA

Kevin McNulty is the Chief Executive of the International Securities Lending Association. He has worked in the securities lending industry for many years both in the UK  and the US. Prior to joining ISLA in August 2009, he worked for Barclays Global Investors where he ran the securities lending business in Europe and North America. Kevin is a past Chairman of the Association and a fellow of the Association of Chartered Certified Accountants.
 
Phil Morgan
Managing Director, Head of Prime Finance Sales EMEA
Nomura International plc

Phil Morgan, a Managing Director, works in Nomura’s Prime Finance business and has responsibility for Equity Finance, Delta 1 and Prime Brokerage sales in EMEA. After starting his career at Chemical Bank in 1996, he went on to hold a number of positions at JPMorgan, culminating in sales responsibility for their clearance & collateral management products (including tri party). In 2007 Phil left JPM to join Lehman Brothers and ran Liquidity Sales within Capital Markets Prime Services, before joining Nomura following the integration of Lehman’s European and Asian operations in October 2008. He holds a BSc (Hons) from Cardiff University.

 
Habib Motani
Partner
Clifford Chance LLP

Habib is a Partner in Clifford Chance’s International Financial Markets Group and is global head of the Derivatives.  He 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.

 
François Nissen
Managing Director Securities Finance and Collateral Management
Rabobank

François Nissen is the managing director of Securities Finance and Collateral Management at Rabobank. He began his career at ING as a quant within risk management. In 1998 he joined Fortis Bank Netherlands to head up the quant team within equity derivatives and subsequently he headed up structured equity derivatives sales and structured sales within Fortis Global Securities Lending and Arbitrage. In 2009 François moved to Rabobank to head up the securities finance business. In the subsequent years he has integrated equity finance, repo and collateral optimization within one global team. In 2014 his business was integrated within Treasury Rabobank Group. François holds a PhD degree in Empirical Finance from Maastricht University. 

 
Ed Oliver
Managing Director, Product Development
eSecLending (Europe) Limited

Ed joined eSecLending in 2010 and was initially based in Boston as a Relationship Manager for eSecLending’s US mutual fund clients. Now based in London, Ed leads eSecLending’s Product Development efforts focused on new markets and collateral and liquidity solutions.  Prior to joining eSecLending, Ed was the Global Head of Consulting at Data Explorers (now acquired by Markit), specializing in providing securities financing advice. In this role, Ed assisted beneficial owners globally in evaluating securities lending programs, quantifying their risk and performance and providing training and education to market participants and regulators. Prior to Data Explorers, Ed held various positions at Northern Trust, Baring Asset Management and Lloyds Bank.

 
Tejash Patel
Managing Director & Co-Head of U.S. Securities Lending
Morgan Stanley

Tejash Patel is a Managing Director of Morgan Stanley and Co-Head of U.S. Securities Lending based in New York. Tejash joined the Firm in 2007 as the Japan Head of Securities Lending.  In 2010 he moved to London as Head of Securities Lending EMEA, and in February 2014 he was named Co-Head of U. S. Securities Lending and relocated to New York.  Prior to joining Morgan Stanley, Tejash was with Goldman Sachs in various Securities Lending trading roles in New York and Tokyo. Tejash earned a B.S. in Finance and a B.S. in Accounting from New York University’s Stern School of Business.  


 
Jules Pittam
Head of EMEA
ENSO Financial Management LLP

Julian’s career started in 1992 with Bankers Trust Co in sales and trading on the securities lending desk. Julian moved to Hong Kong in 1996 with Bankers Trust Int'l in order to set up and establish the sales operation in Asia.    Julian returned to London in 1999 to work for Lehman Brothers. He was global head of sales for the equity finance business which was then part of equity derivatives. It was there that Julian became interested in the short-selling side of the business and how the data from short selling could be utilised.    In 2005 Julian became Managing Director of Data Explorers in the early stages of the company. Data Explorers enjoyed exponential growth throughout the next seven years at which time it was sold to Markit. During that period Data Explorers grew from 7 to 110 staff, established offices in the US and Asia and saw the client base grow from 6 to over 500 clients.    Julian is currently a Non-Exec Director of Disciple Media, Moneydashboard Ltd and an early stage Social Media company. Julian enjoys investing in industries or sectors where technology can disrupt the status quo for the benefit of all.

 
Melissa Prado
Assistant Professor of Finance
Nova School of Business and Economics

Melissa Porras Prado is an Assistant Professor of finance at Nova School of Business and Economics. She has a Ph.D. in Finance from RSM Erasmus University.  She currently teaches Financial Management in the graduate program at Nova SBE and coordinates de Nova Finance Seminar series. Her research interests are in institutional investment and money management, empirical asset pricing, security lending and short sales and real estate. Her research has been published in academic journals such as Real Estate Economics

 
David Rule
Executive Director, Prudential Policy
Bank of England

David Rule is Executive Director, Prudential Policy at the Bank of England. Previously, David was Director, International UK Banks Supervision at the Financial Services Authority then Prudential Regulation Authority. David joined the FSA in August 2009 as Head of the Macro Prudential Department. Before that, he was Chief Executive of the International Securities Lending Association, a trade body representing participants in the European securities financing market.  From 1990 to 2006 David worked at the Bank of England in a number of roles, including market infrastructure, financial stability analysis and banking supervision. From 2002 to 2006 he was Head of Sterling Markets Division at the Bank. David chairs the FSB Workstream on Securities Lending and Repos (WS5), and is co-chair of the BCBS-IOSCO Task Force on Securitisation Markets. David has a degree in Modern History from Balliol College Oxford and further degrees in Political Science from the University of Toronto and Economics from Queens’ College Cambridge. 

 
Marcio Veronese
Managing Director International Business Affairs
BM&FBovespa

Mr. Veronese holds a degree in Civil Engineering from the University of São Paulo and MBA from IBMEC, besides a great knowledge on Brazilian law obtained from courses at Mackenzie University, São Paulo. Mr. Veronese has more than 20 years experience in the Brazilian capital market, most of which working at foreign institutions based in Brazil, such as BankBoston and Citibank (in the latter, as Statutory Director responsible for securities services).  Mr. Veronese worked together with ANBIMA on various committees, always searching for constant improvement of the standards and practices of the Brazilian market, notably as Vice President of Qualified Services to the Capital Markets Committee. Veronese also took part at the Statutory Board of BRAIN - Brazil Investments and Business. Currently, Mr. Veronese holds a position as Head of International Affairs at the BM&FBovespa. One of his main responsibilities is to concentrate BM&Fbovespa’s activities towards international markets by establishing operational and strategic partnerships with other exchanges / participants in the global markets and supporting investors and market participants that have or may have business in Brazil. As part of the implementation of this strategy, Mr. Veronese coordinates the activities of BM&FBOVESPA’s international representative offices in New York, London and Shanghai.

 
Karl Von Buren
Global Head of Equity Finance & Delta One
HSBC

Karl joined HSBC in 1997 and is Global Head of Equity Finance & Delta One based in London. He has responsibility for HSBCs Equity Financing businesses in Hong Kong, Johannesburg, Madrid, Luxembourg, London, New York & Sao Paulo. Prior to joining HSBC, Karl spent two years at Natwest Securities where he managed the European and Asian Equity Finance business. Karl also spent six years at Morgan Stanley where he was responsible for the European Stock Borrowing and Lending product.
 
Mark Whipple
Executive Director
Goldman Sachs

Mark Whipple heads the London Desk of Goldman Sachs Agency Lending (GSAL), the Firm’s agency securities lending business.  He joined Goldman Sachs in 1999 and spent the first nine years in the U.S. agency lending group based in Boston.  In 2008, Mark relocated to London where he took over sales and trading responsibilities for EMEA and Asia.  He has worked in support of various types of lending institutions including public and private pension schemes, investment management companies, endowments and insurance companies.  Mark has worked closely with GSAL's clients and counterparts in developing securities lending programs to meet their risk parameters and overall lending objectives.  Mark received his B.S. in Finance and Marketing from Boston College, Carroll School of Management.


 
Sir Clive Woodward OBE
Former England Rugby Coach, Winner of the 2003 World Cup

Clive Woodward famously guided England to victory in the 2003 Rugby World Cup and three Six Nations tournaments, including an elusive Grand Slam. He has since served as Director of Sport at the British Olympic Association, working in partnership with UK Sport. Early in his career Clive enjoyed success on the pitch, winning 21 caps as a player and twice touring with the British Lions. He also worked in business, first with Rank Xerox in the UK and Australia. He then became sales director of a leasing company within the Ford Group, before forming his own successful leasing operation. Clive was universally credited with bringing professionalism, cutting edge techniques and new management skills to English rugby. As he explains in speeches, the squad’s achievements were built on back-room expertise, close attention to detail, thorough mental and physical preparation, competitor analysis and ruthless decision-making. After leaving rugby Clive became Technical Director and Director of Football at Southampton, and a UEFA qualified coach, before joining the British Olympic Association with a mission to integrate coaches and athletes from all sports into Team GB. London 2012 produced the most successful British performance of the modern era, with 65 medals including 29 golds. Clive sets out the four attributes needed to create any winning team: talent, teachability, pressure and will. Using what he calls ‘T-cup moments’ (thinking correctly under pressure), he shows how to prepare for a contest by setting up potentially challenging situations and asking individuals to work out exactly what they would do in each