ISLA 26th Annual Securities Finance and Collateral Management Conference 2017
 
Natasha Adams
Director, Global Markets Equity, GME Regulation
Deutsche Bank

Natasha Adams works in the Markets Structure and Regulation team within Global Equities at Deutsche Bank, dealing with regulatory advocacy, interpretation and impact for all Regulations that impact the Global Equities business. Natasha has worked for Deutsche Bank since 1994, initially joining on the banks Vocational Training Scheme and has had previous roles within Credit Risk Management (London and New York), Business Management (Hong Kong) and Product Development (London) within that time, the latter two roles within Global Equities.

 
Staffan Ahlner
Head of Collateral Management
BNY Mellon Markets

Staffan leads BNY Mellon Markets’ collateral management business globally.  He joined BNY Mellon as product manager for EMEA collateral management in 1998 and was involved in the original development of the equity tri-party platform in Europe. His role expanded to head of product management and sales and marketing for collateral management in EMEA. He also took on responsibility for collateral management product oversight in APAC. When BNY Mellon Markets was formed, he was appointed to lead the strategy for collateral optimization and collateral management product in EMEA and APAC. He was promoted to his current position in 2017.  Prior to joining BNY Mellon, Staffan worked at The Northern Trust for four years with responsibility for European based fund managers.  Staffan holds a masters degree in Economics from Umea University, Sweden and has studied at the Stockholm School of Economics and the Norwegian School of Economics in Bergen. He also has postgraduate degree in Accounting and Finance from the London School of Economics. Staffan represents BNY Mellon at the International Capital Market Association (ICMA).   

 
John Arnesen
Global Head of Agency Securities Lending
BNP Paribas Securities Services

John was appointed as the Head of the Agency Lending for BNP Paribas Securities Services in January 2011. He is responsible for all aspects of the business and is mandated to develop and drive the business forward with desks in London, New York and Sydney.  Prior to 2011 he was a Senior Business Consultant with Data Explorers that he joined in 2009 as part of the DX Consulting team, which has a strong pedigree for the provision of research and consulting services to practitioners throughout the securities financing industry Prior to Data Explorers, John was Head of Securities Lending in EMEA for The Bank of New York where he initiated and developed the bank’s securities lending presence in Europe in 1990. Apart from a brief period as head of Clearstream’s Strategic Securities lending product in 1997, John had spent his entire career at the Bank of New York, 18 years of which were in securities lending John holds the CFA UK level III in Investment Management.

 
Tony Ashraf
Director, EMEA Head of Clearing & Collateral
BlackRock

Tony Ashraf leads Clearing & Collateral in EMEA at BlackRock. He is responsible for managing the operational aspects, regulatory implementation, technology development & supporting industry initiatives related to the firms derivatives activity. Prior to joining BlackRock in 2013, Mr Ashraf was the Head of Fixed Income & Equity Settlements at Barclays Wealth and held various operations management, project, technology and client service positions at Morgan Stanley over a 10 year period.

 
Maja Augustyn
Senior Advisor for Strategy and Public Affairs
BNP Paribas Securities Services

Maja is Senior Advisor for Strategy and Public Affairs at BNP Paribas Securities Services. She joined the BNP Paribas group in 2012, where she initially worked on advocacy strategy for CIB front office and commercial banking. Today she is in charge of developing the post-trade regulatory strategy, and specializes in issues relating to financial market infrastructures, prudential requirements for the post-trade sphere, and recovery and resolution. Over the last years she has closely followed the legislative process around MiFID 2/MiFIR, EMIR, CRR/CRD IV (mainly in relation to clearing and SFTs) and SFTR. I parallel to her continuous advocacy engagements, she is helping the implementation project teams in the development of the roll-out of the regulatory requirements inside the company.  
Prior to joining BNP Paribas, Maja worked on the regulatory strategy at NYSE Euronext where she specialized in the EU regulation of securities and listed derivatives, earlier yet she was Assistant Researcher at the European Institute of Public Administration (EIPA) specialized in the EU decision-making process, EU internal market law and specifically the financial services regulation.  Maja represents BNP Paribas in a number of national, European, and international trade associations and contributes to numerous working groups and committees dealing with clearing, settlement, custody, and shadow banking. She speaks six languages, including her native Polish, and holds a Master's degree in Political Sciences from the University of Berlin, a Master of Laws from the European Law School of Maastricht University, and a Master of Laws in finance law from the Queen Mary School of Law.

 
Tina Baker
Consultant
ISLA

Tina has worked with ISLA in a consultancy role since 2012. Prior to joining ISLA, Tina spent time as a volunteer for the preparation of the London Olympic games. Tina spent 11 years in senior roles in the Equity Financing team at Deutsche Bank and started her securities lending career at Morgan Stanley.

 
Adam G. Bate
Executive Director & EMEA Head of Financing and Collateral Operations
Morgan Stanley

Adam Bate is the EMEA Head of Financing and Collateral Operations at Morgan Stanley. Since arriving at Morgan Stanley in 2010 Adam has also occupied the role of EMEA Head of Secured Funding Operations and EMEA Head of Financing Operations.  He Co-Chairs the European Repo and Collateral Council (ERCC) Operations Committee, is a member of the International Securities Lending Association Executive Operations Committee, and represents Morgan Stanley at various industry organisations including the International Capital Markets Association (ICMA), and the Eurex Collateral Management Committee.  Prior to joining Morgan Stanley, Adam had a career as an Officer in the British Army, completing various overseas deployments and occupying a number of Defence Liaison roles with Other Government Departments.

 
Marc Bayle de Jessé
Director General Market Infrastructure and Payments
European Central Bank

Marc leads the Directorate General Market Infrastructure and Payments at the European Central Bank. Previously he managed the T2S Programme as T2S Programme Manager and, before that managed dossiers related to the promotion of market integration and the definition of the Eurosystem’s operational framework, focusing in particular on payment systems and market infrastructure. He has authored publications on the market infrastructure integration and related issues, such as the euro repo market. He is an active member and chairman of European and international working groups and frequently speaks at international conferences.  Before joining the ECB he worked for ten years at SICOVAM S.A. (now Euroclear France), in particular as Adviser to senior management. He graduated from CERAM with a master’s degree in Finance, having specialised in audit and post-market infrastructure.

 
Edward Bracken
COO Bank Resource Management
Morgan Stanley

Ed is the Chief Operating Officer of Bank Resource Management (BRM) in Europe. BRM is a division within the Institutional Securities Group, which is responsible for the Firm’s securities financing transactions (including repo and securities lending), hedging of OTC derivative counterparty exposures and global collateral management. Ed’s responsibilities include regulatory impact analysis and strategy for all regulations impacting BRM. Ed joined Morgan Stanley’s Legal division in 2006 and then spent 5 years in Hong Kong on BRM’s secured financing desk, returning to London in 2015.

 
Diana Chan
Chief Executive Officer
EuroCCP NV

Diana Chan has been leading EuroCCP NV since 2013. EuroCCP now clears 40% of all equities trades executed in Europe on stock exchanges and trading platforms, making it one of the largest equities CCP in Europe. When Diana became the CEO of EuroCCP Limited in 2007, she saw the opportunity to make the post-trade process more efficient through the creation of competitive clearing. Equities clearing is now safer and more affordable, with over 70% of equities trades in Europe cleared competitively by three interoperating CCPs. In April 2017, EuroCCP started clearing trades executed on Euronext, extending its access to over 80% of equities trades in Europe. Prior to 2007, Diana worked at Euroclear Operations Centre, JP Morgan, Bank of New York, and Citi. With these institutions, she had a variety of management roles in Europe, America and Asia, with responsibilities for strategy, market policy, product management, network management and financial control. Diana was born in The People’s Republic of China and is a graduate of the University of Hong Kong and Harvard Business School.

 
Alessandro Cozzani
Managing Director & Head of Asset Optimization Group (AOG) for EMEA & APAC
Bank of America Merrill Lynch

Alessandro Cozzani is a Managing Director and head of Asset Optimization Group (AOG) for EMEA and APAC at Bank of America Merrill Lynch. He is responsible for balance sheet management and funding of the Equity Division.  Alessandro leads the team responsible for funding the Equity Division as well as managing its balance sheet, capital and liquidity usage across legal entities. AOG focus on regulatory changes and requirements for the individual Lines of Business (LoB), acting as the central point of contact with Treasury and CFO Risk. Alessandro also works with Finance to implement asset and RWA targets and limits for the Equity Division. Alessandro manages and trades all these functions as a central hub, providing pricing to each LoB for their financing requirements and optimizing the Division’s inventory.  Prior to joining Bank of America Merrill Lynch in 2013, Alessandro spent 3 years at Citigroup where he headed the Americas Equity Repo Desk. Before that, Alessandro was with Morgan Stanley where he began his career working on the Equity Finance Desk.

 
Grant Davies
Head of Business Development and Relationship Management
ColleX™

Grant Davies is the Head of Business Development at ColleX™, an electronic platform for collateral trading across repo and securities financing activity, which is part of BGC Partners’ electronic trading offering launched in Q3 2016. ColleX™ enables centralised liquidity and effective mobilisation, trading and optimisation of collateral.  Grant’s 25-year career in financial market began at Lehman Brothers, where he was responsible for ADR Arbitrage Trading. He devoted the majority of his career to Securities Finance, with a focus on collateral management.

 
Ann Doherty
Managing Director, Regional Sales Executive, Investor Services – EMEA
J.P. Morgan

I am responsible for the Investor Services’ client practice in EMEA, which includes asset managers, pension funds, sovereign wealth, bank and insurance clients. My objective is to ensure that our Investor Services clients have the best possible experience and to support their business strategy with innovative solutions to help them grow. Before joining J.P. Morgan in 1992, I worked for KPMG as an international tax manager. During my time at J.P. Morgan I have performed a variety of roles, including product, service, client management and sales I serve on the J.P. Morgan U.K. foundation governance committee and am a trustee of the social mobility foundation. I am also a board member for J.P. Morgan Europe Limited. I have a Bachelor of Commerce from University College, Dublin and am also a Chartered Taxation Advisor.

 
Ed Donald
Managing Director & Global Head of Repo
Standard Chartered Bank

Ed is Managing Director, Global Head of Repo at Standard Chartered Bank. In this role he is responsible for building and managing the Repo business globally with particular emphasis on the footprint countries and markets for SCB. Repo and Collateral trading has become a key product required to meet the banks’ clients financing and funding needs as well as helping to manage liquidity more efficiently for the bank. He is also responsible for the optimization of collateral within FM which is particularly relevant for margin reform. He currently chairs the ASFIMA Secured Funding and Repo committee which is an industry body working to promote the development of domestic and cross-border funding markets across Asia.  He joined SCB in February 2013 from ING Bank London where he was Co-Global Head of Fixed Income Financing and Funding. Prior to this, he was Regional Head of Securities Finance, Asia for ING Bank and before that Head of European Repo at ABN AMRO, London.  He has lived and worked in Singapore, London, Amsterdam and New York and now lives in the UK with his wife and four children.

 
Andrew 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.

 
Steve Ellis
Partner
TeleTech Consulting

Steve is a Partner of TeleTech Consulting. Based in London, he is Global head of Delivery and Global lead for leadership and culture.  Steve’s principle focus is within TeleTech Consulting’s leadership practice. With over 15 years of consulting, executive coaching and facilitation  experience, he specialises in: Culture and culture change  Leadership development  Strategy execution  Performance coaching.  Steve has worked across many industries and FTSE100 organisations.  He works closely with c-suite executives in driving organisational culture, leadership and conduct.  Prior to joining TeleTech Consulting Steve has worked in senior leadership roles and as Account Director for GlaxoSmithKline supporting clients such as Walmart, W.M Morrison, Iceland and Waitrose.  Before GSK he spent 11 years with Coca-Cola Enterprises, 4 years as Head of Training and Development for Sales and Marketing. He left Coca-Cola whilst holding the position of Account Director for Britain’s largest retailer – Tesco.




 
Felix Ertl
Vice President, Legal
BVI Bundesverband Investment und Asset Management

Felix Ertl is responsible for regulatory and operational trade and post trade issues and fund industry standards within the BVI legal department. BVI represents the interests of the German investment fund and asset management industry. Its 98 members manage assets of EUR 2.8 trillion in UCITS, AIFs and discretionary mandates. BVI members manage, directly or indirectly, the investments for 50 million private clients in over 21 million households. Previously, he worked at PriceWaterhouseCoopers AG, WPG and BNP Paribas Securities Services.

 
Josh 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 60 industry reports as part of the Finadium research subscription. He also writes for Finadium’s online and hard copy magazine, Securities Finance Monitor. He holds an MBA in Financial Engineering from the MIT Sloan School of Management.

 
Baroness Tanni Grey-Thompson DBE, DL

Tanni Grey-Thompson rose to become Britain’s most successful Paralymic athlete and its most successful f
emale Paralympian (a title she held for over a decade). In all she collected 11 gold medals, held 30 world records and won the wheelchair section of the London Marathon on six consecutive occasions. Tanni was selected for her first World Wheelchair Games at the age of 18. She won her first Paralympic medal at Seoul, before spinal surgery forced her to take a year away from the track. She stormed back to victory at Barcelona - taking gold at 100, 200, 400 and 800 metres. Tanni is a member of the Sports Council, UK Athletics and the Youth Sports Trust. She also sits on the board of the London Marathon and Transport for London, and has become an active crossbencher in the House of Lords. She continues to work tirelessly in the areas of disability rights, welfare and sport, and is a regular commentator in print and broadcast media.
 
Michael Huertas
Counsel Banking & Finance Practice
Baker McKenzie Frankfurt

Michael is an English and Irish qualified Solicitor and a Counsel in the Banking & Finance practice of Baker McKenzie's Frankfurt office. His principal areas of practice include advising a range of financial institutions and alternative investment funds on structured finance, derivatives, securities financing transactions and financial services regulation, including FinTech. His regulatory work is particularly focused on issues relating to the EU’s Banking Union, Capital Markets Union and other regulatory reforms/workstreams of the European Central Bank and the European Supervisory Authorities. He equally advises more generally in relation to conduct of business and governance arrangements (in particular relating to managing non-performing assets) as well as financial market infrastructure, collateral and custody arrangements. Michael was seconded to the European Central Bank from September 2014 to the end of September 2015. Prior to joining Baker McKenzie, Michael spent four years with a major UK law firm in Frankfurt and five years with a US law firm and a major UK Bank in London. In addition to publications in practitioner journals, he also lectures on the law, regulation and practice of derivatives and structured finance at the ILF (Institute for Law and Finance, Goethe-University, Frankfurt am Main).

 
Jamila Jeffcoate
Head of Securities Lending Agency EMEA
State Street

Jamila Jeffcoate has been with State Street in London since 2003, having worked previously at Deutsche Bank where she managed their Securities Lending trading desk for 5 years. In 2013 Jamila was responsible for the implementation of Enhanced Custody, State Street’s principal offering which provides financing arrangements to alternative asset managers. She is currently Head of the Securities Lending Agency Business in EMEA, responsible for the Trading and Relationship Management functions in the region.

 
Sarah John
Head of Sterling Markets Division
Bank of England

Sarah John is Head of Sterling Markets Division at the Bank of England, responsible for the design and implementation of the Bank’s operations in Sterling markets, in support of both its monetary policy and financial stability objectives. Sarah joined the Bank in 1999 after completing a degree in economics at Cambridge, and was heavily involved in reforming the Bank’s operations during the financial crisis. Sarah has also worked in the Bank’s Financial Stability area, focusing on European macroprudential policy issues.

 
Daniel E. Kiefer, CFA
Investment Manager
California Public Employees' Retirement System (CalPERS)

Dan joined CalPERS in August 1993. He is currently the Investment Manager within the ESS Unit and oversees the Securities Lending Program as well as CalPERS Credit Enhancement Program.  As the manager of the Securities Lending Program, Dan provides direction and oversight for the program and developed an on-line principal bidding process. While developing the on-line bidding process, he formed a joint venture with eSecLending, who assists major institutional investors worldwide in designing and implementing customized securities lending programs.  Dan holds the professional designation of Chartered Financial Analyst (CFA), which was granted in September 1994. His education includes two degrees from the University of Colorado, a Masters of Business Administration, Accounting and a Bachelor of Science, Finance with a concentration in investment and portfolio analysis.

 
Andy Krangel
Director, Head of Global Product Development, Citi Agency Securities Lending, Chairman of ISLA
Citi

Andy has been employed by Citi for the past 27 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 runs Global Product Development for Citi’s Agency Securities Lending Business and is the current Chairman of the International Securities Lending Association Board.
 
Cillian Leonowicz
Senior Manager, Consulting
Deloitte

Cillian is a Senior Manager in Deloitte Ireland’s Financial Services Consulting Practice. He has global consulting experience helping investment and asset management firms to design and transform their operating models and meet their ever increasing regulatory requirements. Cillian currently sits on Deloitte’s EMEA FinTech Taskforce, is Deloitte Ireland’s FinTech Lead and overseas solution design for Deloitte’s EMEA Grid Blockchain Lab. He recently oversaw the creation of Irish Funds regulatory reporting blockchain proof of concept “RegChain”.

 
Gregory Lyons
Partner
Debevoise & Plimpton LLP

Gregory Lyons is a corporate partner and Co-Chair of the firm’s Financial Institutions Group. Mr. Lyons focuses his practice on serving the needs of financial institutions, as well as private equity and other entities that invest in financial institutions, with a particular emphasis on domestic and cross-border bank regulatory, transactional and examination matters. His practice includes U.S. and foreign bank regulatory, formation, merger, conversion, structuring securities and securities finance work, risk capital and trust matters and corporate and securities law matters. Mr. Lyons has represented banking and other financial institutions before the Federal Reserve Board, the Office of Comptroller of the Currency, the Federal Deposit Insurance Corporation, the Securities and Exchange Commission and state banking and securities regulatory agencies. He has extensive experience counseling clients in the securities, securities finance, insurance and other non-banking financial service sectors with acquiring, leveraging and on-going ownership of banking institutions, as well as advising banking organizations with nontraditional banking activities and assisting clients in the analysis of associated business and regulatory risks.

 
Mathew McDermott
Co-Head of the Global Liquidity Products (GLP) Group
Goldman Sachs

Mathew is co-head of the Global Liquidity Products(GLP) Group. He serves as a member of the Global and EMEA Asset and Liability Committees, Goldman Sachs International Bank Management Committee and the Asia Pacific Finance Committee. 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 is a board member of the International Securities Lending Association. Mathew has been a member of the Chartered Institute of Management Accountants since 1999 and earned a BA (Hons) in Accounting and Finance at Nottingham.
 
Gareth Mitchell
Managing Director, EMEA Head of Agency Securities Lending & Global Head of Agency Securities Lending Trading
Citibank

Gareth Mitchell is EMEA Head of Agency Lending & Global Head of Agency Lending Trading. His responsibilities cover the Securities Finance Trading desks in Sydney, Hong Kong, London, Dublin & New York. Gareth joined Citibank in January 2000 from Deutsche Bank where he managed European bond lending for the custody securities lending area. Before joining Deutsche Bank, he managed the UK Stock Exchange Money Broking arm of Swiss Bank Corporation, Rowe & Pitman, a principal intermediary. In all he has over 25 years’ experience of securities lending, collateral and cash reinvestment markets. Throughout his career, Gareth has presented at many industry conferences in Europe, Asia and USA and also participated in numerous industry groups.

 
James Montgomerie
Vice President & Member of the ISLA Executive Operations Committee and Chair of the ISLA Best Practice Paper Group
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 Best Practice Paper Group.

 
Habib Motani
Partner
Clifford Chance

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.

 
Sarah Nicholson
Consultant
ISLA

Until 2011, Sarah worked at Aviva Investors, the asset manager of one of the largest European Insurance companies, for over 20 years. Sarah’s role at Aviva Investors as Global Director of Securities Finance meant she was responsible for trading desks and operational teams across the globe. Sarah also developed policy frameworks for a number of business lines within the company which ensured a consistent and risk controlled delivery across all markets and products. It was during this time that Sarah gained extensive knowledge of securities finance, operational processes and risk management. Alongside representing the company at numerous associations such as the NAPF and the IMA, Sarah was a board member of ISLA, the European wide trade association for securities finance, for over twelve years. Sarah continues to work for ISLA as an independent consultant, liaising with market participants to establish regulatory responses and market practices. Sarah also provides industry training for securities finance and derivative activities, risk management and regulation. With Consolo Ltd, Sarah now works with market participants such as beneficial owners, custody banks, asset managers and investment banks in developing their services and products, as well as preparing for regulatory change. Sarah also holds the Securities Institute Investment Management Certificate.

 
Simon Nottage
Managing Director, Head of Product Management Securities Finance, EMEA
State Street Global Markets

Simon Nottage is a Managing Director in State Street’s Securities Finance team. As Head of SF Product Management in EMEA, Simon is a member of the Securities Finance EMEA management team and is responsible for bringing new products, regulation and technology to Securities Finance and our clients. Simon has over 15 years’ experience in the securities lending industry in a number of roles that have covered across product development, relationship management & business development. Prior to joining State Street, he was heading up synthetic product management for securities finance in EMEA for Barclays Bank plc.

 
Ed Oliver
Managing Director, Product Development
eSecLending (Europe) Ltd.

Ed Oliver is managing director, product development at eSecLending (Europe) Ltd. He is responsible for leading the company’s product development efforts focused on new markets and collateral and liquidity solutions. Ed joined eSecLending in 2010. Prior to joining eSecLending, Ed was the Global Head of Consulting at Data Explorers (now acquired by IHS Markit), specializing in providing securities financing advice. Ed also held positions at Northern Trust, Baring Asset Management and Lloyds Bank.

 
Jon Pyzer
Senior Manager, Sterling Markets Division
Bank of England

Jon’s City career spans over thirty five years. He was a Director of several money broking companies before joining the FSA in 2008. He currently leads the
Bank’s work on the UK Money Market Code, drawing on his market experience to advise the wide-ranging group of market participants who drew up the Code.
 
James Slater
Executive Vice President, Markets
BNY Mellon

James heads up our Collateral Management and Securities Finance businesses for Markets. James holds responsibility for providing overall strategic direction and leveraging the businesses extensive world-wide network and robust product capabilities. For more than twenty years James has held leadership positions with an emphasis on core Collateral and Securities Finance disciplines, including Trading and Product Development. Most recently, James was head of BNY Mellon’s Securities Finance group and prior to that he served as Chief Operating Officer for Agency Securities Lending. Prior to joining BNY Mellon, James was Senior Vice President and Head of Capital Markets at CIBC Mellon, a joint venture between the Canadian Imperial Bank of Commerce and BNY Mellon. He provided overall leadership for the company’s Capital Markets business, which included Securities Lending, Treasury and Cash Management. James was also a member of the company’s Executive Management Committee and chaired the Asset/Liability Committee. James earned a Masters in Business Administration at Queen’s University.

 
Brian Staunton
Managing Director
BNY Mellon Markets

Brian Staunton has been in the financial industry for 24 years and for all of that time he’s been involved in businesses where collateral plays a key role, whether that's securities lending, repo or collateral management for derivatives. He started his career as a graduate at Citi in 1992 working in securities lending operations, client management and head of sales. From Citi he went to Clearstream Banking formerly Cedel. He became the Regional Manager for the UK and Ireland with responsibility for the collateral management, securities lending, custody and clearing business out of London. He re-joined Citi after 7 years at Cleastream to head up the securities lending and collateral business in EMEA. He joined BNY Mellon in 2013 into the Markets group where is he is responsible for the clients sales and relationship management business for collateral management. Brian has a B.A (hons) Economics and a MSc.Information technology

 
Arne Theia
Managing Director
UniCredit

Arne Theia is a Managing Director and Head of Repo and Collateral Trading at UniCredit in Munich.  For more than 20 years Arne has been actively engaged in international securities financing and interest rate management. Arne is a Director of the ISLA Board and a member of the Advisory Board of Eurex Germany and LCHClearnet.  Prior to joining UniCredit in 1998, Arne ran the Short Term Trading Desk of UBS in Frankfurt and worked for HSBC Trinkaus in Duesseldorf in the futures and options group.

 
Timothy Tomalin-Reeves
Head of EMEA Treasury
Citadel

Mr. Tomalin-Reeves is Head of EMEA Treasury at Citadel. Prior to Citadel, Mr. Tomalin-Reeves served as Managing Director in Global Securities Services at Goldman Sachs International. Previously, he served as Director of Equities Funding at Deutsche Bank of London and as Vice President of Prime Equity Finance for Lehman Brothers. He received a bachelor’s degree from Manchester University.


 
James Treseler
Managing Director and Global Head of Cross Asset Secured Funding
Societe Generale Corporate & Investment Banking (SG CIB)

James Treseler has worked with SG CIB for 18 years in various roles surrounding the secured finance industry. Based in London, he has held his current role of Managing Director and Global Head of Cross Asset Secured Funding since 2012, managing teams comprised of traders, engineers, flow traders and sales in Hong Kong, Tokyo, Sydney, Paris, London, Frankfurt, New York, Chicago and Montreal. Cross Asset Secured Financing is a specialist team found within SG CIB’s Capital Markets group which handles a wide range of financing, market access and investment optimisation solutions focusing on various asset classes. Prior to joining Societe Generale, James traded reinvestment products at State Street Bank Corporation. James earned his undergraduate degree with majors in Economics and Finance from Franklin Pierce University and his Masters Degree in Finance from the Olin School of Management at Babson University. 

 
Ueli von Burg, CIIA
Managing Director
Zürcher Kantonalbank

Ueli von Burg, Managing Director, is responsible for the centralized cash and collateral trading and management unit of Zürcher Kantonalbank.  Ueli von Burg has over 19 years of experience in the securities finance industry. He joined the Securities Lending desk at Zürcher Kantonalbank in the year of 1997 as a securities lending trader and subsequently took on more responsibility. Today Mr. von Burg is responsible for the short term liquidity management of the overall bank, the Prime Finance business (Securities Lending & Borrowing and Repo), Swiss franc money market trading and the collateral management units (incl. OTC Derivative).  Mr. von Burg is a board member of the International Securities Lending Association (ISLA).  Mr. von Burg holds a degree in Business Administration and is a Certified International Investment Analyst CIIA.

 
Paul Wilson
Managing Director, Global Head of Agent Lending Product & Portfolio Advisory
J.P. Morgan, Investor Services

Paul Wilson is the global head of Agent Lending Product & Portfolio Advisory, where he has responsibility for management and development for the securities lending product, defining and managing the business and product strategy, driving and delivering the product development process to improve client satisfaction, reduce risk and improve operating leverage. Paul partners with other groups across Investor Services and J.P. Morgan to develop beneficial client solutions and approach in order to foster competitive advantage. Portfolio Advisory helps clients review and optimise the earnings and revenue potential from securities lending given their unique parameters; articulates how revenue has been generated, providing clients with benchmarking analysis data that demonstrates J.P. Morgan’s performance and articulate how market and macroeconomic influences impact the securities lending business and performance.  Paul has been with J.P. Morgan over 30 years. During this time he has held a variety of different positions within Investor Services including operations, sales, client management, client service, product development and product management, across a broad range of products including collateral management, futures & options clearing, securities clearance, foreign exchange and cash management.

 
Nick Wood
Head of Securities Lending and Financing Sales and Marketing
HSBC Bank plc

Nick has over 25 years experience in the Prime Finance industry. Nick is currently employed by HSBC where he has worked for the past 11 years in a variety of roles. He is currently Global Head of Marketing & Relationship Management for the Securities Lending and Financing businesses. Prior to joining HSBC Nick worked at a number of firms including Goldman Sachs London, Natwest Markets Hong Kong & Morgan Stanley Tokyo.

 
Alistair Woodland
Partner
Clifford Chance LLP

Alistair Woodland is a partner at Clifford Chance LLP specialising in all aspects of employment law, including: the Senior Mangers Regime; remuneration; the employment aspects of M&A transactions and outsourcing projects; executive terminations; the enforcement of restrictive covenants (including injunctions); Tribunal and High Court litigation; and general advisory work.

 
Prof. Dr. Joachim Wuermeling
Board Member
Deutsche Bundesbank

Prof. Dr. Joachim Wuermeling has been a member of the Executive Board of the Bundesbank since 2016, where his responsibilities include the Bundesbank’s market operations. After completing his PhD in law, Mr Wuermeling began his career working as an advisor on European Affairs to the Bavarian regional government, spending two years as a member of cabinet in the European Commission. Mr Wuermeling was elected to the European Parliament in 1999, working primarily on legal and economic affairs, before he became State Secretary for European Affairs in the Ministry of Economics and Technology in Berlin in 2005. Before joining the Bundesbank in 2016, Mr Wuermeling was President of the Board for the network of Sparda cooperative banks.