SPEAKERS
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Dan Alamariu
UBS
Executive Director

Andrew Barman
Andrew Barman
The Network Forum
MD
With a long background (20+ years) in market research of the global securities industry, Andrew launched The Network Forum in January 2017. A new industry initiative for the custody and post-trade industry, The Network Forum aspires to be the undisputed global community for market participants. Andrew's strengths are in Product and Business Development, Negotiation, Sales and Customer Relationship Management (CRM).

Andrea Cattaneo
Andrea Cattaneo
BNP Paribas
Head of Sales & Relationship Managers, Americas
In September 2019, Andrea Cattaneo became the Head of Sales and Relationship Managers, Americas for BNP Paribas Securities Services. He is based in New York.

Previously, he was Brazil Country Head for BNP Paribas Securities Services, a role he had held since November 2014. As part of the Banco BNP Paribas Brazil Executive Committee, his primary ambition was to grow and develop the local Securities Services franchise.

Before that, Andrea was Head of Asset Manager Solutions and was part of the Securities Services Product & Solution Executive Committee. He was actively involved in the global expansion and development of the Asset Management segment across Asia, Latin America and North America, focusing on new solutions across all business lines.

Paul Clark
Paul Clark
HSBC
Global Head of Digital - HSS
Paul has over 20 years’ industry experience working in asset management, custody and securities servicing organisations. Much of this time has been leading change management teams covering large transformation programmes and new product design.

In 2017 Paul moved into his current role leading HSBC Securities Services’ Digital & Data function, with responsibility for strategy relating to digital transformation, utilisation of emerging technologies and the effective management of underlying data. Paul runs a global team across HSS and is based in London.

Roberto Cortese
Roberto Cortese
Santander Securities Services, Brazil
Head of Custody for International Investors
Roberto holds overall responsibility for the area dedicated to custody services for International Investors at Santander Securities Services “S3” Brazil. He joined “S3” Brazil in 2017, after having worked in the securities services industry for over 20 years, and also lead for many years the ANBIMA local bank association committee in Brazil, focused on services to International Investors. Graduated from University of São Paulo (USP) in Brazil in 1995 with a Bachelor on Electricity Engineering, he also received a postgraduate qualification in Business Administration and an MBA on Banking and Finance, both for Fundação Getúlio Vargas (FGV) in Brazil.

Christopher Daniels
Christopher Daniels
Deutsche Bank
Director – Head of Data Products and Governance
Chris Daniels is the Head of Data Products and Governance in the Securities Services business at Deutsche Bank.
Chris joined Securities Services in 2017 to lead the approach to data and connect business and product expertise with specialist skills in our Data Labs to deliver value to our clients. He has over 12 years’ financial services experience both in Investment and Transaction Banking having held roles in Operations, Technology and Business working on programme management, architecture, product development and regulatory topics with a particular focus on data. Chris has a background in Mechanical Engineering and is leading our adoption of design thinking as part UX strategy. Chris is the Product Owner for our analytics platform and well as our data governance model and joins our Sales and Relationship Management teams in supporting our clients on data related topics.

Alexander Daskalov
Alexander Daskalov
KNØX
CEO
Alex Daskalov is the CEO and Co-Founder of KNØX. He is focused on KNØX's core mandate revolving around risk management as it applies to digital assets, and the underlying infrastructure that makes them possible. With an early interest in distributed systems and financial infrastructure, the rise of DLTs in financial services was bound to capture his attention. Seeing this nascent world quickly take form in line with his predictions, and with increasing institutional interest going forward, Alex is excited to safely lead the industry into its next phase.

Miguel Ferreira
Miguel Ferreira
Euroclear
Regional Manager Americas
Miguel Ferreira, Regional Manager Americas, is responsible for managing relationships with Euroclear’s clients in the region. As part of the Commercial Division, he leads Euroclear’s relationship and account managements teams in New York.

Prior to this, Mr. Ferreira managed relationships with clients across the UK, Ireland, Channel Islands, CIS, Middle East and Africa, out of his base in London and Dubai.

Mr. Ferreira joined Euroclear in 1997 and has held different positions in the Commercial Division, spanning from Client Support to Relationship Management, responsible for South American (based in Sao Paulo), South Europe, Global Custodian (based in Brussels) and Investment Bank clients (based in the London).

Mr. Ferreira holds a Masters degree in International Relations from Universidade do Minho (Portugal) and a certificate from Solvay Business School on TransConstellation – financial transaction services management.

Rebekah Flohr
Rebekah Flohr
Deutsche Bank
Global Head of Securities Services Sales & Head of Securities Services Americas
Rebekah Flohr is a Managing Director and the Global Head of Securities Services Sales and Head of Securities Services Americas. She joined Deutsche Bank in 2012 from J.P. Morgan where she focused on Listed Derivatives, OTC Clearing and FX Prime Brokerage. Since then she has held a number of senior positions across the organization, most recently as Americas Head of Institutional Platform Coverage where she was responsible for expanding business across Fixed Income, Currencies and Equities with the Bank’s top Institutional Clients.

Rebekah is a Steering Committee member of the CIB and Global Markets Women’s Network at Deutsche Bank. She is also actively involved in several mentoring and development programs.

Ana Giraldo
Ana Giraldo
Thomas Murray Data Services
Director – Americas & Eurasia
Ana Giraldo joined Thomas Murray in 2002 and is Director and Head of Risk Products in the Capital Markets Infrastructure team. Ana is responsible for the ongoing development of TM’s risk products and methodologies across the Capital Markets business, as well as leading a number of public ratings and consultancy projects. Ana is a specialist in the Latin American and Eurasian securities markets including trading, clearing and settlement practices. Her role includes maintaining relationships with regulators, clearing houses, central securities depositories, custodian banks and other market players in the different markets of these two regions. Ana is also the vice-chairman of Thomas Murray’s Risk Committee. Ana joined Thomas Murray after she completed her Masters degree in Banking and International Finance in the City University in London. Ana previously worked at Fitch and the Colombia Stock Exchange based in Bogota, Colombia.

Roberto Gonzalez Barrera
Roberto Gonzalez Barrera
Grupo BMV
CEO Post Trade Division
Roberto Gonzalez Barrera joined Grupo Bolsa Mexicana de Valores on January 1st, 2015 acting as CEO for the Post Trade Division and CEO of Indeval, (Mexico´s Central Securities Depository CSD). He has over 25 years of experience in the financial sector, having worked for Bancomer, ING-Barings and Banamex- Citi.

He was Member of the Board and of the Executive Committee of Indeval for 14 years and a Founding Member of CCV’s Board (equities CCP), and member of the Executive Committee as well as Member of Asigna’s Technical Committee (derivatives CCP) for 7 years.

He has served as President of ACSDA (Americas Central Securities Depositories Association) since 2017.

Roberto Gonzalez Barrera has a degree in Business Administration from the Universidad Iberoamericana

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Thomas Harvey
Banco Santander
Global Head of Cyber Response & Intelligence
Thomas Harvey, is the Global Head of Cyber Security Response and Intelligence for Santander. Thomas is responsible for coordinating global investigations, incident response, cyber fraud, offensive security testing and containment of global cyber security attacks. Thomas has considerable experience in cyber crisis response and Information Security. Thomas has joined from BP where he worked as the Head of BP’s Cyber Emergency Response Team (CERT), leading the global response to significant cyber security attacks. Prior to joining BP in 2013 he previously spent nine years working for the UK Government providing technical intelligence to counter terrorism, support military operations, and enhance cyber security. During this time period Thomas gained significant experience supporting crisis management. His last role for the Government included detecting and disrupting Cyber Criminal activity targeting UK Critical National Infrastructure and Global Financial Services. Thomas has a MSc in Intelligence & Security Studies and a MA in International Relations.

Reina Hauschild
Reina Hauschild
Northern Trust
VP - Country Manager
Reina Hauschild is a Vice President and Network Manager at the Northern Trust Company. Through this position, Reina is responsible for overseeing the subcustodian and correspondent banking relationships maintained by Northern Trust in the Western Hemisphere.
Previously, Reina worked within the Treasury Network division at Brown Brothers Harriman overseeing their global network of correspondent and agent banks. She was also in charge of managing the trade finance and FX hedging arrangements for TD Banknorth’s clients prior to her role at BBH.
Reina holds a Master degree in Business Administration from Simmons School of Management in Boston, Massachusetts.

Len Lipton
Len Lipton
GlobeTax
MD
Len Lipton manages the firm’s sales and marketing activities for the Americas. His responsibilities encompass promotion of the company’s services to custodians and asset managers, including spearheading the firm’s business development activities to the hedge fund community. Len also participates in the firm’s product development efforts so that GlobeTax can continue to provide the highest levels of service to its clients in the rapidly changing global tax landscape.

Marilyn Lipton
Marilyn Lipton
Citi
Director/Global Head - Bank Network Management
Marilyn Lipton is the Global Head of the Citi Bank Network Management Group. Marilyn joined Citigroup in 1993 during the Smith Barney Shearson merger. She has over 28 years of experience within the Financial Services industry.

Marilyn, in her capacity as global head, manages the Global ICG Bank Network Management Group (BNM) responsible for maintaining and establishing relationships with service providers and/or banks while developing and maintaining internal controls and negotiating the pricing of our bank accounts, along with the documentation supporting those accounts. She is also responsible for establishing the infrastructure to clear, settle and finance global securities, foreign exchange and derivatives businesses across the ICG Capital Markets.

Spencer Mindlin
Spencer Mindlin
AITE Group
Analyst
Spencer Mindlin is an Aite Group analyst focused on capital markets technology, particularly front-office trading technology, execution and order management systems, market data platforms, exchange-traded funds, and emerging financial technology products.
Mr. Mindlin brings to Aite Group more than 15 years of experience in software and product development, trading, and consulting. Prior to joining Aite Group, he was a senior associate of audit and advisory services at Corsis, an IT advisory firm that assists venture capital and private equity investors, entrepreneurs, and C-level executives in assessing IT risks and opportunities. Prior to that, he founded and directed product management at eDeriv Technologies and spent nine years at Goldman Sachs, first as a senior product manager for Execution & Clearing, and then as a trader on the company’s exchange-traded fund market-making desk.

Paul Perez
Paul Perez
U.S. Bank
Regional Head of Network Management Americas
Paul M. Perez is a Vice President and Regional Head of Network Management with focus on the Americas and Asia Pacific at U.S. Bank. Paul has over 19 years of experience in Financial Services and Global Custody with a focus on sub-custodian strategy, market intelligence, risk management, due diligence and best practices. Paul is part of a global team of experienced Network Managers with an emphasis on risk assessment, market expertise and exemplary service delivery.

Prior to joining U.S. Bank, Paul worked within the Network team at Brown Brothers Harriman overseeing their Network Regional Market team, Network Liaison, Client Account Manager, and various supervisory roles within Operations. Paul holds a bachelor’s degree in business administration from Boston University and Master’s in Business Administration (MBA) from Babson College.

Ian Pledger
Ian Pledger
BNY Mellon
Regional Head of Global Network Management – Africa / Americas
Ian Pledger is currently the Regional Head of BNYM Global Network Management Team for the African and Americas region, where he is responsible for managing and maintaining over 50 custody relationships in 25+ Markets, with assets under custody in excess of $30+ Trillion.

Throughout his tenure with BNY Mellon, Ian has held various roles within the organization, most recently as Global Head of Network Management for the Depositary Receipts business. Prior to that he has held several product related positions including the DR Product and Innovation Manager responsible for the global strategy, development, business intelligence and market and product advice. He has a detailed knowledge of global operations during his time as the Operations, Risk, and Control manager, overseeing a team responsible for the daily support of the DR business, cash and stock reconciliations, settlement issues and corporate events including proxies.

Ian has 20+ years’ experience working in the financial industry in London. Before joining BNY Mellon in 2006, Ian maintained an extensive career with JPMorgan Chase where he held various positions such as Globe-clear Operations Manager and Head of the EMEA Depositary Receipt Product Development group.

Ian has earned a CISI Level 3 certificate in investments as well as a UK IR Society Certification. In 2010, he obtained his Lean Six Sigma green belt

Ron Quaranta
Ron Quaranta
Wall Street Blockchain Alliance
Founder
Ron possesses over 27 years of experience in the financial services and technology industries. He currently serves as Chairman and Chief Executive of the Wall Street Blockchain Alliance, the leading non-profit trade association promoting the comprehensive adoption of blockchain technology and cryptoassets across global markets. Prior to this, Ron served as CEO of DerivaTrust Technologies, a pioneering software and technology firm for financial market participants. Ron was also editor and contributing author of the recently published book “Blockchain in Financial Markets and Beyond: Challenges and Applications”, published Risk Books. He is a sought after speaker and writer regarding financial technology and innovation, and serves as advisor to multiple startups and corporations focused on fintech innovation and blockchain technology

Ervê Retes
Ervê Retes
Itaú
VP Investment Services and Operations
Ervê initiated his career in the financial industry in 2000 at Itau Unibanco. At Itaú group he has played different roles within Corporate Banking, Asset Management, Latin America Development and in the last 5 years as the Head of Sales and Relationship of Securities Services for Foreign Investors, Corporates and Private Banking. His experience includes structuring and sales of credit facilities, capital markets operations, asset management and securities services in Brazil and abroad. He has a degree in Business Administration from FUMEC University, MSc Finance from UFMG and a MBA from Fundação Dom Cabral

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