ISLA 27th Annual Securities Finance and Collateral Management Conference 2018
Katya Adler
Europe Editor

Katya Adler is the BBC’s Europe Editor and has reported from all over the world, covering elections, wars, and major cultural and political events. Af
ter working for The Times and Reuters whilst still a student, Katya moved to Austria after graduating where she worked for the national public broadcaster ORF. During her time with ORF she reported from across Europe, Asia and north Africa. She returned to Vienna but moved to the BBC, covering Austrian and European stories. There followed spells as the broadcaster’s representative in Berlin and Madrid, during which time she also covered wider European and Middle Eastern events including wars in Lebanon and Gaza, and the deaths of John Paul II and of Yasser Arafat. After serving as Middle East correspondent, Katya moved to studio and documentary work, with investigations for Newsnight and This World, and presenting HardTalk and BBC World programmes. She also made documentaries covering themes as disparate as far right politics in Germany to the theft of babies in Franco’s Spain, and Silvio Berlusconi to the Mexican drug wars.
Nikolay Arnaudov
Senior Policy Officer

Nikolay Arnaudov is a Senior Policy Officer at the Market Department at ESMA. He is working for ESMA since January 2013 where he has been fully dedicated to trade repositories in all the different aspects such as policy work, registration and supervision. He led ESMA’s work on Level 2 measures under SFTR.  Prior to working at ESMA, Nikolay worked at the Chairman’s Office at the Spanish CNMV with particular focus on market infrastructures. Before that he worked at the Directorate General Internal Affairs at Banco de España.  Nikolay has a degree in Business Administration by Universidad Carlos III de Madrid. He is interested in derivatives, SFTs, regtech, financial stability, behavioral finance, market infrastructures and geopolitics.

Xavier Bouthors
Head of Collateral Management and Securities Lending
NN Investment Partners

Xavier Bouthors is Head of the Securities Lending & Collateral within the Balance Sheet Management Group at NN Investment Partners. His team is responsible for securities lending, currency management and optimizing collateral under the 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 Amsterdam. NN Investment Partners is head-quartered in The Hague, The Netherlands. NN Investment Partners in aggregate manages approximately EUR 244 bln (USD 288 bln) in assets for institutions and individual investors worldwide. NN Investment Partners employs over 1,200 staff and is active in 15 countries across Europe, U.S., Latin America, Asia and Middle East.

Edward Bracken
Executive Director & International COO and Head of Business Strategy
Morgan Stanley

Ed is the International COO and Head of Business Strategy within Bank Resource Management (BRM) at Morgan Stanley. His responsibilities include cross-divisional strategic initiatives, capital and liquidity planning and optimisation, and regulatory change. Ed joined Morgan Stanley in November 2006. He spent 5 years in the Hong Kong office from 2010 to 2015, executing and distributing equity and fixed income secured financing products to clients across Asia. Prior to joining Morgan Stanley, Ed worked as a lawyer at Norton Rose. Ed holds a law degree from Cambridge University.

Ben Challice
Managing Director
J.P. Morgan

Ben Challice is a Managing Director with responsibility for the Agency Lending and Collateral Management businesses at JP Morgan. After starting his career working in technology in Hong Kong, he joined the equity finance desk at Goldman Sachs in London in 1999. In 2004 Ben joined Lehman Brothers, with responsibility for securities financing sales trading, subsequently moving to Nomura post the acquisition of Lehman’s International operations in 2008, where he latterly managed their global Prime Finance business. After departing Nomura at the end of 2015, he joined financial technology firm Pirum Systems as their Chief Operations Officer, defining the strategy and new product roadmap, before joining JP Morgan in October 2017 Ben holds a BSc in Information Technology and Management from King’s College University, London.

Matt Collins
Managing Director & Head of EMEA Securities Lending
Morgan Stanley

Matt Collins is a Managing Director & Head of EMEA 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.

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.

Alex Dockx
Executive Director, Senior Custody Product Manager
J.P. Morgan Corporate and Investment Bank

Alex is responsible for industry development, market infrastructure and regulatory changes for the custody business. He is the T2S program director at J.P. Morgan, and represents the firm on various post-trade market committees, task forces and user groups. In addition, Alex is actively engaged in distributed ledger technology initiatives, focusing on post-trade impacts and opportunities.
Romain Dumas
Managing Director
Credit Suisse

Romain Dumas is a Managing Director of Credit Suisse in the Global Markets division, based in London. He is in charge globally of Rates Repo & Collateral trading. Mr. Dumas joined Credit Suisse in 2004 as a government bond trader, from Lehman Brothers, where he spent eight years in government bond trading. He previously worked for Merrill Lynch, first in corporate finance and then as a Government Bond trader. Mr Dumas started his career with the Ministry of Defence in France working on communication systems for the battlefield.

Andrew Dyson

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.

Gabriela Figueiredo Dias
Comissão do Mercado de Valores Mobiliários (CMVM)

GABRIELA FIGUEIREDO DIAS is the Chairperson of Comissão do Mercado de Valores Mobiliários (CMVM), the securities market supervisor in Portugal, since December 2016.
Gabriela joined CMVM in 2007. She was Vice President of CMVM’s Board of Directors (2015/2016), Advisor to the Chair of the Board of Directors (2013/2015), Head of the International Affairs and Regulatory Policy Department (2014/2015) and Deputy Director and then Director of the Issuers, Markets and Financial Information Department (2009/2013). She led the International Affairs and Regulatory Policy Department between 2007 and 2010. She started her professional life as a lawyer and consultant, along with an academic career at the Law School of Coimbra University and other Universities.
She has an extensive and intensive international experience with ESMA, IOSCO and OECD, namely on Financial Markets and Corporate Governance affairs, and was recently elected Vice-Chair of the OECD Corporate Governance Committee. She represents CMVM at various international and national fora.
Gabriela has a graduation in law, a master in Company Law and a PhD (in progress) in financial markets and pension funds. She lectures various courses and seminars at universities, companies and professional bodies since 1990, being frequently invited to speak at various national and international fora. She developed academic work with the University of Saarbrucken, the London School of Economics and the Columbia University NY. She authored a considerable number of publications on matters relating to financial markets and legal affairs.

Carla Jane Findlay-Dons
Chief Global Regulatory and Market Strategist
Brown Brothers Harriman

Carla Jane Findlay-Dons serves as Chief Global Regulatory and Market Strategist at Brown Brothers Harriman (BBH), based in London.
In this role, Carla Jane leads the Global Regulatory Intelligence Group where she is responsible for providing global market and regulatory insights and strategy for the firm and its clients. In this capacity, Carla Jane works across the business with a focus on preparing global asset managers and financial institutions for regulatory compliance and developing fintech-led solutions to global regulatory complexities. Prior to her appointment at Brown Brothers Harriman, Carla Jane worked as part of the Investment Management Division at Goldman Sachs, where she was an Executive Director for Regulatory Management, with a particular focus on EMEA regulation.
Carla Jane holds a Bachelor of Laws from the University of Law in London and a Bachelor of Fine Arts from the University of Edinburgh. In 2007 she was called to the Bar of England and Wales and qualified as a solicitor in 2011. She is an active member of the IMA, ISDA and other industry groups.

Stephen Fisher
Managing Director

Stephen Fisher, Managing Director, is a member of BlackRock's Global Public Policy Group and a member of the BlackRock Global Public Policy Steering Committee. Stephen focuses on global and European regulatory policy issues impacting end-investors. He represents BlackRock on the ICI's Atlantic Council, ICMA's Asset Management and Investors Council and holds a number of industry advisory roles.

Robert Goobie
Assistant Vice President of Derivatives & Collateral Management
Healthcare of Ontario Pension Plan

Robert Goobie is a Assistant Vice President of Derivatives and Collateral Management at Healthcare of Ontario Pension Plan. 
With over 20 years’ of experience in the financial services industry, he has combined his expertise in financial technology, collateral management and derivatives to build out a successful funding platform.
Robert’s responsibilities at HOOPP include overseeing: liquidity, collateral management, securities lending, and overall portfolio risk management using derivatives. Robert lives in Toronto with his wife and two daughters.

Matthias Graulich
Chief Strategy Officer, Member of the Eurex Clearing Executive Board
Deutsche Boerse AG

Matthias took responsibility for Cross Market Strategy for Deutsche Börse AG in March 2016 and is a Member of the Executive Board of Eurex Clearing AG since August 2014. In his Cross Market Strategy function he is in charge of 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.
Jen Grenside
Managing Director, International Head Equity Finance FRM

Jen has 16 years industry experience in secured financing across Fixed Income & Equities, both buy side and sell side. She joined Citigroup in 2008 and is International Head of Equity Financial Resource Management. The team is focused on resource optimisation, equity finance trading, Prime Finance analytics, and client pricing & profitability across synthetic and cash financing. The function is centralised across D1, Prime Brokerage and Equities at Citi within EMEA & APAC. Prior to joining Citigroup, Jen was leading the portfolio finance group at European Credit Management a fixed income, active asset manager, now owned by Wells Fargo Asset Management. Jen holds a Bachelor’s degree from the University of California, Santa Barbara and received her MBA from Edinburgh Business School.

Matthew Harrison
Trading Apps Ltd

Matthew has been building award winning securities finance systems for financial institutions since 1990, including both development and systems management roles at investment banks such as Lehman Brothers, Credit Suisse and Deutsche Bank. In 1998, he founded the software company RTFM Ltd that developed and sold the global securities finance system called Martini (now known as Apex). In 2004, he sold the company to SunGard (now FIS). He returned to the IT consulting sector as a board director of Rule Financial Ltd (now GFT). While at Rule he identified the significant opportunity that still exists in the securities finance IT and set up Trading Apps Ltd in 2011. Trading Apps software is deployed globally at a range of different types of organisation involved in securities finance and has won ISF ‘best software provider’ for the last 2 years.

Simon Heath
Managing Director
State Street Global Markets

Simon is State Street’s EMEA Head of Agency Trading. Based in London, he is responsible for both Equity and Fixed Income trading, and is part of the Securities Finance EMEA management team. Simon has over 17 years of Industry experience, more recently at Citi where he was EMEA Head of Agency Trading. He began his banking 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.

Rich 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 10 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. He is Vice Chairman of the Committee of the European Repo and Collateral Council.

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.

Michael Huertas

Michael Huertas is a partner in our Frankfurt office and a member of our Financial Regulation and Funds practice as well as our Banking and Finance practice. Michael leads our Eurozone Hub and the wider Eurozone Group of multi-disciplinary, multi-jurisdictionally qualified and multi-lingual professionals who help our clients navigate and realize the opportunities in the EU—and specifically the Eurozone’s regulatory, supervisory and monetary policy framework. Michael specifically advises on the Eurozone's Banking Union, the European Central Bank’s monetary policy activity and the EU’s Capital Markets Union workstreams, along with the regulatory and supervisory workstreams of the European Supervisory Authorities.
His structured finance practice focuses on derivatives, securities financing transactions and securitizations. Michael also has experience advising on conduct of business and governance arrangements (in particular, the managing of non-performing assets) and financial market infrastructure, collateral and custody arrangements.

Bertrand Huet
Senior Vice President & Partner, Co-Head of Financial Services

Bertrand has 25 years’ experience in the financial services industry, including 13 years in public affairs, advocacy, government relations, reputation management and political intelligence and analysis, with specific expertise on securities trading and financing markets, as well as taxation and Fintech. He joined FleishmanHillard in 2010 from the Association for Financial Markets in Europe (AFME) in London where he ran EU public affairs for 6 years. Between 1995 and 2004, Bertrand worked as a capital markets transactional lawyer at Bankers Trust, then Deutsche Bank, in London and Paris. He started his career as a UK solicitor with the international law firm Linklaters in 1992. He holds a Master's Degree in English and French Law (Honors) from King's College, London, and Panthéon Sorbonne University, Paris. Bertrand is a French national and speaks fluent English.

Andrew Jamieson
Managing Director, Global Head of ETF Product

Andrew J. Jamieson, Managing Director, is Global Head of ETF Product at Citi, one of the few organisations involved in all aspects of the ETF lifecycle. His role spans asset classes, geographies and business lines and his responsibilities include the build out of Fixed Income & Currency Beta trading, the development of ETF Custody & Fund Administration, the creation of an Issuer Swap programme, the evolution of Funding, Capital & Collateral frameworks and Legal, Technology & Operational enhancements within the firm. Andrew works closely with regional and global business heads and respective sales teams to leverage issuer & client relationships and sits on Citi’s global ETF Steering Committee. Prior to joining Citi, Andrew was Managing Director, Global Head of Broker-dealer & Market-Maker relationships for Blackrock’s $1.75 trillion iShares ETF business and responsible for delivering market insights, execution services and product structure expertise to iShares clients and managing distribution channels with partner banks, including Citi.

Nas Karim
Director – Wealth & Asset Management Advisory
Ernst & Young

Nas is a Director at EY and part of the Wealth & Asset Management Advisory leadership team. His focus is predominately regulatory change, transformation and proposition development for market infrastructure and industry developments. Nas is engaged on a number of digital and distributed ledger technology initiatives across the industry and is working with clients on innovative solutions to manage the challenges posed by fee compression and regulatory change. Prior to consulting, Nas held a number of positions in industry. Most recently he was Head of Change at Aviva Investors where he was accountable for transformation projects across a number of business lines including securities finance and global investment solutions. Nas has a BSc in Economics and an MBA from Cranfield School of Management.

Dr Anthony Kirby
Associate Partner - Head of Regulatory Reform – Capital Markets and Asset Management
Ernst & Young

Anthony has over 25 years’ experience in Financial Services and provides Regulatory Advisory expertise within the Financial Services Risk Management Division of EY.
Anthony heads up Regulatory Reform for Capital Markets and Asset Management, and Regulatory Intelligence (incl. focusing on Blockchain – Secretariat of PTDL Group).
Anthony joined EY after spending significant time within the capital markets and asset management industry where he held numerous senior/ executive level roles in Trading, Operations, Risk Management at Accenture, Deutsche Börse, Merrill Lynch, SWIFT, Instinet and Reuters/Chicago Mercantile Exchange
Anthony was a member of the FSA Market Advisory Committee. He is on the boards of PRMIA, ISITC-Europe Advisory Board and Member of the City of London International Regulatory Experts Group (IRSG); he founded the Reference Data User Group in 2002 and MiFID JWG/Best Execution & Trading WG in 2005.

James Knightley
Chief International Economist

James is ING’s Chief International Economist, responsible for the bank’s coverage of the major developed market economies. He has been with ING for 19 years during which time he and his team have won numerous awards for forecasting accuracy. James regularly markets ING’s economic views to clients around the world and is frequently quoted in the global media. He is a graduate of Durham University in England.
Maurice Leo
Director, Agency Securities Lending
Deutsche Bank

Based in London, Maurice is a member of the Agency Securities Lending business origination team for the EMEA region.  He has twenty years’ experience in relationship management, origination and product development remits at custodian and non-custodian lending providers. He has extensive experience in structuring securities lending and financing solutions for Asset Managers, Central Banks, Pension Funds, Insurance companies and Sovereign Wealth Funds.  Maurice is a regular speaker at institutional investor forums and an active commentator in industry publications.  He is an honours graduate of University College Dublin with both Bachelor of Commerce and Master of Business Studies degrees.

Jonathan Lombardo
SVP, Global Funding & Financing Sales
Deutsche Boerse Group

Jonathan Lombardo is member of the Deutsche Boerse Global 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 Citibank, Secfinex and Pirum. Jonathan is a representative on the ISLA board and presently holds the role of Chairman.
Will Martindale
Head of Policy
Principles for Responsible Investment (PRI)

Will joined the PRI in February 2014. He leads PRI’s global regulatory affairs and public policy programme, our flagship fiduciary duty project and the implementation of PRI’s sustainable financial system activities in national policy reform. Will has a background in banking, joining JPMorgan's graduate programme in June 2004. In September 2010, Will joined French bank, BNP Paribas, as a business manager for their credit trading desk. Will holds a MSC in Comparative Politics from the London School of Economics and a BSC in Maths from King’s College London.

Tim McLeod
Director, Trading & Liquidity Strategies

Tim is a member of Blackrock’s Trading and Liquidity Strategies Group, focusing on Securities Finance. His service with the firm dates back to 2001, previously leading Sec Lending Business Strategy in EMEA and Asia and prior to that managed both Product Development and Operations groups. Tim currently works within the e-Trading and Market Structure function developing the firm’s Securities Finance strategies, in addition to focusing on regulatory initiatives that impact the Sec Lending and Repo markets.

Habib Motani
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

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.

Ludovic Poidatz
Head of Equity Finance Trading of Europe
Societe Generale

Ludovic is Head of Equity Finance Trading of Europe at Société Générale. His 15 year long career in this industry started in Paris and led him to take responsibility over desks in Tokyo, New-York, before returning to Paris in 2012 to accelerate the development the SG’s synthetic PB platform. His team also manages secured financing and collateral management, while maintaining a recognized focus in special situations and embedded options. Ludovic holds an Engineering degree from the Ecole de Ponts, in Paris.

Steve 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.

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. 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 sales and relationship management globally within collateral management. Brian has a B.A (hons) Economics and a MSc. Information technology.

Guido Stroemer

Guido Stroemer is a financial market veteran with over 25 years of professional work experience in a variety of trading, risk management and senior leadership positions. Prior to founding HQLAᵡ, Guido was global head of repo trading at UBS. HQLAᵡ is a financial technology innovation firm that specializes in delivering liquidity management and collateral management solutions for institutional clients in the global securities lending and repo markets.

Timothy Tomalin-Reeves
Head of EMEA Treasury

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.

Hubertus Väth
Managing Director
Frankfurt Main Finance e.V.

Hubertus Väth is the Founder and Managing Director of NewMark Group in the fields of market research, consulting and financial communication, the Managing Director of Frankfurt Main Finance e.V. and Managing Director of NewMark Finanzkommunikation GmbH. He was with Deutsche Bank for nearly 12 years, with stations in Frankfurt, Hamburg and Singapore, as Analyst, Asia Head of Communications, Chief economist Asia/Pacific and Global Head of Marketing for Wealth Management. He is the Initiator of the German and European Structured Products Association, holds a Master in Economics at the University of Mainz and is an Occasional lecturer.

Jane Wagner
Global Head of Securities Lending, Global Investment Operations

Jane Wagner is the Global Head of the Vanguard Securities Lending Program. She is responsible for overseeing the trading and operations functions and reports to the various Vanguard Boards of Directors. Representing Vanguard on various industry associations, Ms. Wagner is a member of the Risk Management Association Securities Lending Executive Committee. Ms. Wagner joined Vanguard in 2014, as a Senior Counsel for the securities financing businesses and derivative and financing regulatory initiatives. Before joining Vanguard, Ms. Wagner was a Director in the BlackRock Investment Management legal group where she held various positions related to securities financing, liquidity and derivatives trading and regulation. From 1999 to 2008, Ms. Wagner was a Director and the lead securities financing and derivatives attorney for Merrill Lynch Investment Management. Ms. Wagner began her career as a derivatives attorney at Citibank. She has a Bachelor of Science degree in finance from Fairfield University and a Juris Doctor degree from the Catholic University of America.

Alan Williams
Managing Director, Short Term Markets
Santander Global Corporate Banking

Alan is a Managing Director, with responsibility for day to day management of the Short Term Markets function within Santander UK. This encompasses securities finance, liquid asset buffer and operational liquidity management. 
Alan started his career at Cater Allen International Limited, , then followed the business evolution through to Abbey National and then the Santander Group. He has over 20 years’ experience in the industry working in all aspects of money markets, securities finance, treasury, fixed income asset management, collateral management and interest rate derivatives.

Roy Zimmerhansl
Global Head of Securities Lending
HSBC Securities Services

Roy Zimmerhansl is Global Head of Securities Lending at HSBC Securities Services (HSS) and is responsible for leading the agency lending activity for clients of the bank’s custody business. Mr Zimmerhansl relocated to Hong Kong in February 2015 to lead the further development of the HSS Asian client base and to work with local markets and regulators as Asian markets continue to embrace and expand securities lending activity.

Prior to this, he was an independent consultant, owner of FinTuition, the leading financial services training company, and product specialist at Trading Apps. With over 35 years in the securities industry, Mr Zimmerhansl has held senior securities finance and custody positions across a range of market leading organisations including custodian banks, proprietary trading firms, prime brokers, a multilateral trading facility, and a central depository.

Mr Zimmerhansl has represented the securities lending industry in various capacities including stints as a board member of the Pan Asia Securities Lending Association, vice chair of the International Securities Lending Association and the Bank of England Securities Lending and Repo Committee. He is actively engaged with regulators in a number of countries that are actively growing or intending on growing securities lending in their respective domestic markets.