Kasia Abendan is a Technical Specialist at the Financial Conduct Authority. She joined the FCA at the beginning of 2013. Prior to that she worked at J.P. Morgan in the Prime Brokerage and OTC Clearing business, where she initially worked in a legal team and subsequently took on a role of a relationship manager for OTC clearing clients. As part of her role at the FCA she is responsible for various areas of EMIR implementation, such as risk mitigation, clearing obligation and pension exemption, as well as being involved in international work on SFTs within FSB workstream and OTC derivatives within IOSCO and ODSG forums.

Giuseppe Ballocchi is the Audit and Risk Committe Chair at the CFA Institute. Prior to this, he was head of financial engineering and risk analytics at the Trading Division of Pictet & Cie in Geneva, Switzerland and before that, the chief investment officer at Olsen Ltd. and fixed income manager at the Asian Development Bank in Manila, Philippines.

He is a member of CFA Institute Board of Governors, past President of the Swiss CFA Society and member of the Steering Committee of the Master of Finance at the University of Lausanne.  He was a CFA exam grader and  served on the Executive Advisory Board of the Education Advisory Committee of the CFA Institute,  on the Annual Conference Committee and on the Board of Regents of the Financial Analysts Seminar.
 
He is the author of thirty academic publications in physics and finance, served as Adjunct Professor at the University of Genoa (Italy) and acts as referee for several academic journals.

Harry is Aviva Investor's Head of Operations Securities Finance working across all global regions with mutli asset-classes. He leads a team that oversees all operational aspects of Aviva Investors covering their 60 billion GBP in lendable assets.

Harry is currently focusing on ensuring highly efficient operational workflows relating to trade, settlements, croporate entitlements and fee collection. This has involved implementing a single system from the front end to back office as well as resolving CASS - client money reporting rules.

Chris is responsible for defining and monitoring HSBC’s liquidity risk appetite around the group and implementing the policies around that risk appetite. He is currently implementing a global liquidity reporting system which requires knowledge of all sources of collateral.

David Brown is responsible for derivative operational change at Royal London Asset Management, focusing on EMIR readiness and infrastructure build. He spearheads the design and management of the operational framework for derivatives including daily OTC reconciliations, in house regulatory reporting and a central clearing operating platform. He has held various operational and management positions within Royal London Asset management prior to this, after a lengthy career with JP morgan.

Hugh has overall responsibility Message Automation’s product strategy, partnerships, marketing, and operations. Prior to co-founding Message Automation Hugh was an Executive Director of Financial Objects plc, responsible for the 100-strong IBIS Division, which had more than 70 international banking customers and offices in New York, Singapore, Luxembourg and Prague. His previous experience including seven years in corporate banking in the U.S. and Europe and four years consulting and programme management in Central/Eastern Europe and the Far East.

Jocelyn leads operational Cash-equity teams on a worldwide basis as part of the Capital Market Operations organisation of SGCIB. They are based in the three regions, Asia, Europe and US. Jocelyn manages European teams directly and overseas functionally. 

Jocelyn is also in charge of Equity Operations functionally, being in charge of the global governance on operational architectures and performances of Equity operations (Equity value chain), for both Agency and Principal activities.  

Alexandre de Schaetzen, is a Director in the Product Management division at Euroclear, responsible for T2S transversal activities. In this capacity, he is driving new developments related to Euroclear’s offering in a T2S context. Previously, Mr. de Schaetzen hold for several years a senior position in the Corporate Strategy department of Euroclear where he managed M&A projects and other strategic files. 

Mr. de Schaetzen joined Euroclear in 2007 for a position in the Product Management division, responsible for pricing. Amongst other projects, he managed the price harmonisation between the French, Dutch and Belgian markets.

Earlier in his career, Mr. de Schaetzen worked for 7 years at Accenture, working in the Strategy practise and serving a variety of clients from the Financial Industry in the Benelux.

After several years spent in various area of activities in an ICSD including collateral management, Vincent has been in charge of firstly creating the capital markets legal unit of Fortis Investments (which included the set-up of the contractual framework and the negotiation of both master agreements and collateral agreements for derivatives, repos and securities) and then testing the different aspects of this setup through the Lehman bankruptcies.

Vincent is now in charge of capital markets and risk issues with EFAMA. He has the opportunity to be both the voice of the European asset management, a key function in the buy-side industry, and the facilitator to information sharing with the industry. 

Marco Di Palma is Head of Vendor Management EMEA at J.P. Morgan Asset Management. His team’s responsibilities include governance and oversight of the vendors used by the firm within Europe and developing key relationships with financial service vendors to drive through the firm’s strategic objectives.  The team is also responsible for contract and commercial term negotiations and perform reviews on service providers.

Having commenced his career in Melbourne, Australia, in 1996, Marco started in the Financial Services Industry with Norwich Union (Aviva).  In 1999 he moved to Goldman Sachs Asset Management to work in Investment Accounting and Institutional Relationship Management, where he stayed until 2001.  Marco then decided to pursue his career to London, joining a medium sized Wealth Manager in London as COO/CFO. There he had a wide range of responsibilities covering: Finance, Operations, Compliance, Investor Relations, Third Party Relationship Management and Oversight. Marco joined JPMAM in 2010.

Kerry is currently overseeing all IT projects run by or involving Front Office IT at Rabobank, with a particular focus on developing an IT infrastructure for clearing. After joining Rabobank in  summer  2013 Kerry took over the development of a regulatory reporting system, restarted the development from scratch and delivered  the project successfully in time for the EMIR go-live in February.

Kerry has within the past 5 years worked on OTC Client Clearing projects at HSBC and BNP Paribas and spent some time as a Technology Lead at LCH.Clearnet. In  his varied past he has run sizeable projects from front office to back office and team sizes from 2 to 200.   

Silas Findley, Managing Director, leads Citi’s efforts to provide best-in-class OTC clearing solutions to clients in Europe, the Middle East, and Africa.

He is a frequent lecturer regarding current developments related to central clearing counterparties and broader market structure issues associated with global financial regulatory reform. Silas is also a participating member of numerous industry working groups, including the FOA EMIR Segregation Working Group, International Swap and Derivatives Association’s (ISDA) Mandatory Clearing Implementation Group, ISDA’s Industry Clearing Committee, the joint ISDA/TCH CCP Systemic Risk Project, ISDA’s Organised Trade Execution Regulatory Implementation Committee, SIFMA’s Derivative Products Committee, and the SIFMA Cross Border Working Group.

Angus Fletcher took up the role of Global Head of Market Advocacy within Global Transaction Banking in Deutsche Bank in April 2012, covering all products. Prior to that, Angus headed up Collateral Management and Valuations Change Initiatives from when he joined Deutsche Bank in mid 2010. Angus has also worked at SWIFT as head of Post Trade Securities strategy for nearly 2 years, focusing on Market Infrastructures, Post Trade Matching and Collateral Management initiatives. Before that, Angus spent 5 years at Morgan Stanley within Operations, and Citigroup for 7 years in Operations and Treasury functions (including Network Management).

Antony leads a team within Genpact looking at operational and technical solutions to the issues affecting capital market participants, predominantly in the post trade area.

He is currently working on a couple of areas within Collateral Management and Regulatory Reporting helping banks on the one hand, automate more of their upstream processes that feed core collateral management platforms and on the other, report transactions and positions to regulators via a consolidated data dictionary.

Brian currently manages Global Equities Operations across cash, OTC and asset servicing lines at HSBC. He has had several line and change roles in operations, Fixed Income and Equities since joining HSBC in 2007, and during the prior 13 years he spent at Morgan Stanley.

Brian is engaged in regulatory reform, namely T+2, in providing a platform and standards for all current and future regulatory work. He is involved in creating an operating model framework that leverages a golden source of trade related data and attributes.

Dan Hedley is Head of Regulatory Policy at Fidelity Worldwide Investment. He joined Fidelity in September 2010 and works within the Compliance Team.

Previously, Dan spent three years at BlackRock where he was responsible for Regulatory/Government Affairs as well as heading up the iShares Compliance Team. 

Dan joined the Financial Services Authority in 2004, working in the Financial Promotions Department, prior to taking a number of roles in conduct policy, retail themes and Treating Customers Fairly. 

Giuseppe comes from a long career in the Asset Management industry working as FX and derivatives trader, treasurer, head of multi-asset trading and execution desks, and COO. He joined the Central Bank of Ireland in 2011, after an experience as founder in a start-up company to establish a pan-European Multilateral Trading Facility for certificates of deposit and commercial paper for retail and institutional clients: a very deliberate case of shadow banking outfit.

Giuseppe is responsible for Trading and Market Infrastructure within the Markets Policy Division, which covers clearing, settlement, and trading venues. He also represents the Central Bank in ESMA Post Trade Standing Committee, where he was heavily involved in the drafting of EMIR technical standards, ESAs Task Force on Financial Infrastructure, drafting technical standards for non-centrally-cleared derivatives under EMIR,  OTC Regulatory Forum, IOSCO Standing Committee 2 on secondary markets, and is technical advisor to the Department of Finance for the CSD Regulation and Shadow Banking dossiers for the 2013 Irish Presidency of the European Council.

Elena Iordanova manages the  Operations processing team of Aegon Asset Management located in The Hague, servicing the countries Netherlands, Hungary and Spain. The Operations processing team is composed of Derivatives Back office, Derivatives Middle office and Transaction processing team. Elena has successfully implemented trade respository reporting infrastructure and new technology to facilitate Aegon's derivatives clearing.

Prior to working with Aegon Asset Management, Elena was responsible for middle office operations at State Street and Societe Generale.

Rien Jeuken joined De Nederlandsche Bank in November 1999 and has participated in several BIS and working groups focusing on OTC derivatives and financial stability. Currently he is a member of the Financial Stability Board Implementation Group for the Legal Entity Identifier project. Prior to joining De Nederlandsche Bank, he was platform manager at ABN AMRO Global Transaction Services.

Dan heads up the Business Development for CME Repository Services covering the Swap Data Repository under the Dodd-Frank Act, European Trade Repository under EMIR and their pending application for a Canadian Repository.CME ETR is an ESMA approved EMIR Trade Repository and Dan has helped develop a robust reporting solution over the past 12 months that meets clients reporting obligation.

Julien Kasparian is currently Head of Sales and Relationship Management at BNP Paribas, and is responsible for looking after the banks and broker-dealer client segment.

Julien has over 15 years of experience in financial services, particularly within the securities services environment. After 2 years induction to the financial markets at the Central Bank of France, he joined Paribas in 1997 which quickly became BNP Paribas and has held various management positions within clearing services, operations, product, and market infrastructure as well as sales and relationship management in France and the UK. Julien is an expert in post trade services across all asset classes.

Jiri Krol is AIMA’s Deputy CEO, Head of Government and Regulatory Affairs, leading AIMA’s work internationally in all asset management, markets and tax related matters. Jiri’s notable responsibilities have included steering AIMA’s AIFMD campaign, as well as driving AIMA’s efforts on Global Derivatives Reforms, Short Selling Regulations and Shadow Banking.

Prior to joining AIMA, Jiri worked at the European Commission,
where he was responsible for the coordination of the Commission’s
policy towards the Financial Stability Board and the G20. Whilst working at the European Commission’s Internal Market
Directorate-General, he had responsibility for the drafting
and negotiation of the Markets in Financial Instruments
Directive (MiFID) implementing measures and also worked on
the Non-Equity Market Transparency and the Commodity Derivatives reviews.

Jose manages the multidisciplinary team in Banco Santander that reconciles, analyzes and resolves any kind of MtM discrepancy on derivatives and repo trades, in terms of valuation model  or market data issues and booking or documentation accuracy. He has an international scope for all the units within the Group, across different geographies and different type of products. Jose is a pioneer in the fast-growing and strongly regulated collateral industry.

Prior to joining Banco Snatander in 2010, Jose held various deriatives analysis positions at BBVA.

Enrico Massignani joined Generali Investments Europe (GIE) as Head of Risk Management in May 2010. He is responsible for investment risk of all the assets managed by GIE as well as for the company operational risks.

GIE is an asset management company fully owned by Generali Group, dedicated to the management of all Generali Group insurance assets as well as to the management of mutual funds, sicavs and third party institutional mandates with over 350b Eur under management.

Before joining GIE Mr. Massignani was Chief Investment Officer (Feb 2009) and Chief Operating Officer (May 2004) of Generali Thalia SGR a Fund of Hedge Fund company controlled by Generali Group.

Previously Mr. Massignani worked as Project Manager within BSI Group (May 2000), a swiss private banking affiliate of Generali Group.

Kevin is a well-respected and widely-known financial markets leader, with over 25 years financial services experience during which time he has held senior positions at a number of important service providers.

Prior to joining RVS, Kevin was a member of the Executive Committee at the London Stock Exchange Group. Previously, Kevin was Chief Executive of Xtrakter, the market services division of ICMA. Kevin also ran the international businesses of SS&C Technologies and Macgregor and held the post of Executive Managing Director at Omgeo, the post-trade services joint venture.

Maurice Mulders is Manager IS Portfolio Administration at PGGM. PGGM is one of the leading asset managers for Pension funds in the Netherlands with over 165 Billion Euro’s in AUM for its clients. Portfolio Administration is responsible for the timely and accurate administration of these assets as well as the overall valuation on a daily basis. Next to this, PA monitors and rates the appointed custodians and external service providers in the investment processes. Momentarily 48 FTE’s are employed at PA divided in specialised asset aligned teams that monitor the world wide investment strategy of PGGM and appointed external managers.  

PGGM was the first Pensionfund Asset Manager in the Netherlands to acquire the AIFM license. In close cooperation with its partners PGGM interpreted the guidelines before they were clear and set the example by presenting solutions to the regulator and the depositaries.

Denis joined GBST in May 2008 and was appointed Chief Executive Officer, Capital Markets in August 2012. Previously, he managed the company’s Australian Broker Services and Financial Services divisions. Prior to joining GBST, Denis was General Manager of Infochoice.

Denis has worked within the Australian financial services industry for over 15 years. He has a broad understanding of domestic wholesale and retail markets and has held advisory and trading positions with UBS, Grange Securities and Taylor Collison.

Adam Pacey is currently Head of Regulatory Change at M&G Investments. He joined the asset management arm of the Prudential Group in 1998 as a graduate. Post the Prudential’s purchase of M&G in 1999 he undertook a variety of roles across Operations, Front Office and Trading with a particular focus on Derivatives and Securities Financing. Adam left the Group in 2007 to take up a Business Development role at Data Explorers after its sale to a Private Equity firm and then subsequently within Sungard’s Securities Finance Division maintaining his focus on Securities Financing.

After taking a career break to work with the Africat foundation on the rescue and release of big cats in Namibia he returned to M&G Investments in 2011 and took up an SME role helping shape the Groups response to the EMIR regulations. More recently he took up the role of Head of Regulatory Change to oversee the Regulatory Change Portfolio. Adam has been involved in a number of publications and as a panellist on many aspects of the EMIR Regulations and their impact on the buyside, and most recently on the topic of Regulatory Change.

Sachin Pai, Competency Solution Leader at Genpact, is responsible for designing technology, operations and point business solutions around the post-trade derivatives space with particular attention to Collateral Management and Regulatory Reporting.

He is currently working on areas within Collateral Management and Regulatory Reporting helping banks on the one hand, automate more of their upstream processes that feed core collateral management platforms and on the other, report transactions and positions to regulators via a consolidated data dictionary.

Patrick Pearson is Head of Financial Markets Infrastructure in the European Commission’s Internal Market Directorate General. He is heading the team that is responsible for regulating OTC derivatives and clearing and settlement. He previously headed the Commission's banking regulatory team and was responsible for the Financial Services Action Plan. Before joining the European Commission Patrick Pearson worked for the Dutch Finance Ministry.

Alan has been working in the Securities industry for 21 years. He spent 6 years working in Operations at two Japanese institutional banks gaining experience in Fixed Income, Money Markets & Derivative products before moving to Robert Fleming Securities where he successfully managed the migration of the Asian Equities business globally to JP Morgan Chase.

After holding COO and CEO positions at Penson Financial Services Ltd, Alan joined Barclay’s Capital to head up and help create their own internal Clearing  division servicing both Institutional & Wealth business’s. He has now taken a leading role in defining the Securities Clearing & Technology strategy alongside leading Market Infrastructure initiatives within the Bank. Alan manages a team of 30+ across all regions and is instrumental in liasing with the ECB on T2S.

Mr Puleston Jones is CEO of FIA Europe. Previously he headed the European legal coverage for Futures and OTC Clearing for Barclays and was one of the lead lawyers dealing with regulatory change. The first ten years of his career as a solicitor were spent advising global investment banks on a wide range of structured finance and derivative transactions in OTC and securitised format, both in-house and at the international City law firm Simmons & Simmons.

Luke has 25 years of Investment Management experience and is currently responsible for the outsourced operations of Friends Life Investments Limited, the investment manager of Friends Life. Friends Life Investments took six months to establish a new fixed income house with £6bn of assets. Luke has been incremental in the impressive growth to £20bn and is responsible for the groups OTC Derivatives clearing and settlement operations.

Prior to this Luke was the Head of Change Management at BNP Investment Partners and a Director at Deutsche Asset Management.

Tony Russell is a Principal Business Analyst for IT in the Corporates and Markets division of Commerzbank in London. He has worked for over 20 years in IT in the City at Kleinwort Benson, Dresdner Bank and now Commerzbank. In recent years, he was the lead IT BA working in different projects like  Rates Client Clearing with LCH, DFA Reporting,  DFA Mandatory Clearing with ICE Clear Credit LLC and EMIR Reporting.

Philip Simons has 30 years experience in the financial industry where he started life as a swaps trader before moving in to the clearing world, initially heading up the clearing business at UBS followed by Cargill. Philip later moved into the custody and collateral management space at J.P.Morgan before recently joining Eurex Clearing where is head of OTC Development

Philip is head of the Clearing Sales and Relationship Management Section within the Clients and Markets Department responsible for building strong relationships with our clients and attracting new clearing and buy side members and new clearing flow across all cleared asset classes.

Chris Smith joined Trax as Head ofPost-Trade Services in April 2014.  Priorto his role at Trax, Mr. Smith developed the first commercial post MiFID darkpool, Euro Millennium, at NYFIX, which was later purchased by NYSE Euronext in2009. After the acquisition of NYSE Euronext, he was Head of Hosted CommericalMarkets.  Before working for NYFIX andNYSE Euronext, Mr. Smith was responsible for European post-trade STP services withTradeWeb, building the first electronic confirmation method for Interest RateSwaps.  Previously, Mr. Smith heldvarious operational management roles with Thomson Reuters and founded the ElectronicTrade Confirmation (ETC) initiative with Fidelity Investments in the early1990’s. 

As Head of Business Development, Sales & Marketing of CDSClear, Malavika is responsible for the sales led growth and commercial development of LCH.Clearnet’s credit default swap clearing service - across both the client and inter-dealer segments.

Malavika has been at LCH.Clearnet for 5 years with a sustained focus on OTC derivative clearing across multiple asset classes. Malavika’s experience lies predominantly in the financial services (capital markets) green-field and complex turnaround arena with skills focused on business modelling, sales, marketing and new business generation.

Malavika previously worked at Merrill Lynch for 9 years with predominant exposure to the OTC equity derivative and structured foreign exchange asset classes via product management roles. Malavika is a graduate of London Business School’s Executive MBA programme.

Murray has been Head of EMEA Cash Equity Operations since April 2011.  He is responsible for all Middle Office activity in the equity product, as well as delivering various milestones attached to the equity build out post the acquisition of Lehman Brothers. Murray is also responsible for Market Infrastructure and Strategy at Barclays within equities, and has been driving a program of change such as Barclays stance on Interoperability.

Prior to Barclays, Murray spent 10 years at ING Bank in a variety of different roles, across Client Onboarding, Client Services and Trade/Sales Support.

Marco Strimer is Head Operations at Notenstein Privatbank AG, a leading Private Bank. Previously, he was in the same position at Bank J. Safra Sarasin in Basle. 
Before, Marco Strimer was CEO of SIX x-clear (a bank under Swiss law and ROCH in the United Kingdom) belonging to SIX Group. Besides his position as CEO he was also a member of the Executive Board and in charge of risk management within the Securities Services Division of SIX Group. As CEO of SIX x-clear he expanded the clearing services from SIX Swiss Exchange to also cover the London Stock Exchange and most of the MTF’s in Europe covering various products.

Marco Strimer is also an Independent Director and Chair of the Board Risk Committee at LME Clear Ltd., the Clearing House of the London Metals Exchange in London.

Michel M. Stubbe became the Head of the Market Operations Analysis Division within the Directorate General Market Operations of the European Central Bank on 1 October 2006. His Division is responsible for monitoring and assessing the performance of the Eurosystem’s monetary policy implementation framework from an operational point of view, monitoring the liquidity position of the banking system and preparing the Eurosystem’s monetary policy operations. Moreover, his Division manages the Eurosystem’s collateral framework and prepares proposals for its development. It therefore also monitors and analyses structural developments that affect the functioning of the euro area financial markets and may be of relevance for the collateral framework.

Michel’s previous assignments include the positions of Head of the Monetary, Financial Institutions and Markets Statistics Division of the ECB, Head of Section in the European Monetary Institute, and in the late 80s - early 90s professional member of the permanent secretariat of the Committee of Governors of the Central Banks of the Member States of the European Economic Community in Basle. Before that Michel also worked a few years at the European Commission.

Dan Toledano is responsibloe for ESES CSDs (France, Belgium, the Netherlands) within the Product Management Division at Euroclear. He is in charge of a team dedicated to transactions management which covers the implementation of T2S project in the 3 ESES CSDs, triparty Collateral management services and settlement and cash related services.

Dan has been instrumental in the implementation by Euroclear of the ESES triparty collateral management service in Central Bank Money, as part of the Euroclear ‘Collateral Highway’. This service allows domestic or international actors to process triparty operations with NCBs, on the OTC markets or operations dealt on MTFs and cleared by a CCP (Euro GC+).