John Abel
DTCC
Executive Director
John Abel is currently the Executive Director of Settlement and Asset Servicing Strategy in the Product Management group at the Depository Trust and Clearing Corporation (DTCC). Mr. Abel’s primary responsibilities include identifying, evaluating and developing strategic business opportunities within DTCC’s Settlement and Asset Servicing Product lines. In addition, Mr. Abel recently led DTCC’s initiative to move to a shorter settlement cycle in the U.S. (T+2). Mr. Abel began his career at DTCC in 1987, and has held a number of Operational and Project related positions.
DTCC
Executive Director
John Abel is currently the Executive Director of Settlement and Asset Servicing Strategy in the Product Management group at the Depository Trust and Clearing Corporation (DTCC). Mr. Abel’s primary responsibilities include identifying, evaluating and developing strategic business opportunities within DTCC’s Settlement and Asset Servicing Product lines. In addition, Mr. Abel recently led DTCC’s initiative to move to a shorter settlement cycle in the U.S. (T+2). Mr. Abel began his career at DTCC in 1987, and has held a number of Operational and Project related positions.
Andrew Barman
The Network Forum Ltd
MD
With a long background (25+ years) in market research of the global securities industry, Andrew launched The Network Forum in January 2017 together with his business partner Ed Jones. Unique to the 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).
The Network Forum Ltd
MD
With a long background (25+ years) in market research of the global securities industry, Andrew launched The Network Forum in January 2017 together with his business partner Ed Jones. Unique to the 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).
Georgiana Bobe
Sumitomo Mitsui Trust Bank (U.S.A) Limited
Head Of Network Management
A 40 + year veteran of the securities industry, Georgiana was hired in 2001 to create and head up the Global Network Management team at Sumitomo Mitsui Trust Bank (U.S.A.) Limited. Based in New Jersey, Georgiana has the responsibility of managing a global network consisting of 19 sub-custodian relationships covering over 75 markets. Georgiana represents the bank at many industry functions and events. She plays a vital role in mitigating risk and ensuring proper service levels are met.
Sumitomo Mitsui Trust Bank (U.S.A) Limited
Head Of Network Management
A 40 + year veteran of the securities industry, Georgiana was hired in 2001 to create and head up the Global Network Management team at Sumitomo Mitsui Trust Bank (U.S.A.) Limited. Based in New Jersey, Georgiana has the responsibility of managing a global network consisting of 19 sub-custodian relationships covering over 75 markets. Georgiana represents the bank at many industry functions and events. She plays a vital role in mitigating risk and ensuring proper service levels are met.
Lindsay Brooks
Credit Suisse
Vice President
Based in New York, Lindsay has been with Credit Suisse Global Network Mgt. team since 2010. She joined Credit Suisse from the JP Morgan Global Network Mgt. team and has been a Financial Industry professional with 20+ years’ experience covering Global Network Mgt. and a variety of risk management roles globally.
Credit Suisse
Vice President
Based in New York, Lindsay has been with Credit Suisse Global Network Mgt. team since 2010. She joined Credit Suisse from the JP Morgan Global Network Mgt. team and has been a Financial Industry professional with 20+ years’ experience covering Global Network Mgt. and a variety of risk management roles globally.
William Carter
CSIS
Director
William Carter is the Deputy Director of the Technology Policy Program at CSIS. His work focuses on international cyber and technology policy issues, including data localization, surveillance and privacy, cyber conflict and deterrence, financial sector cybersecurity, and law enforcement and technology, including encryption. He has spoken at events and conferences around the world, including leading a table-top exercise on cyber-financial crises for the ASEAN regional forum in Singapore in 2015, and he has participated in multiple Track 2 dialogues on cyber and technology policy issues. Before joining CSIS, he worked in the Investment Strategy Group at Goldman Sachs. In this role, he performed research and analysis on geopolitics and the macro economy, and produced reports and presentations on international affairs and current events and their impact on markets. He previously worked at the Council on Foreign Relations and at Caxton Associates, a New York hedge fund. He graduated from New York University with a B.A. in economics.
CSIS
Director
William Carter is the Deputy Director of the Technology Policy Program at CSIS. His work focuses on international cyber and technology policy issues, including data localization, surveillance and privacy, cyber conflict and deterrence, financial sector cybersecurity, and law enforcement and technology, including encryption. He has spoken at events and conferences around the world, including leading a table-top exercise on cyber-financial crises for the ASEAN regional forum in Singapore in 2015, and he has participated in multiple Track 2 dialogues on cyber and technology policy issues. Before joining CSIS, he worked in the Investment Strategy Group at Goldman Sachs. In this role, he performed research and analysis on geopolitics and the macro economy, and produced reports and presentations on international affairs and current events and their impact on markets. He previously worked at the Council on Foreign Relations and at Caxton Associates, a New York hedge fund. He graduated from New York University with a B.A. in economics.
Thilo Derenbach
Clearstream Banking AG
Executive Director - European Custody Product
Thilo Derenbach is General Manager of the Clearstream Banking UK Branch for Deutsche Börse Group and Executive Director Customer Relations Americas, UK, Ireland & Nordic countries. Prior to working in London, Thilo worked as Senior Expert in the Relationship Management Europe area and was, in parallel, Joint Managing Director of REGIS-TR, the trade repository joint venture of Clearstream and Iberclear / Spain. From 2000 to 2005, Thilo spent several years in the Cash Market Division of Deutsche Börse Group, working in relationship management and product development of Xetra. He holds a degree in Finance from ICN, Institut Commerciale de Nancy / France, and an MBA from IUP, Indiana University of Pennsylvania, USA.
Clearstream Banking AG
Executive Director - European Custody Product
Thilo Derenbach is General Manager of the Clearstream Banking UK Branch for Deutsche Börse Group and Executive Director Customer Relations Americas, UK, Ireland & Nordic countries. Prior to working in London, Thilo worked as Senior Expert in the Relationship Management Europe area and was, in parallel, Joint Managing Director of REGIS-TR, the trade repository joint venture of Clearstream and Iberclear / Spain. From 2000 to 2005, Thilo spent several years in the Cash Market Division of Deutsche Börse Group, working in relationship management and product development of Xetra. He holds a degree in Finance from ICN, Institut Commerciale de Nancy / France, and an MBA from IUP, Indiana University of Pennsylvania, USA.
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.
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.
John Graham
BNP PARIBAS
Director, Financial Intermediaries
John Graham is a Director with BNP Paribas Securities Services’ Financial Intermediaries team. In this capacity, he has responsibility for liaising with BNP Paribas’ investment bank and offering solutions involving custody and collateral services in response to new regulatory and capital related issues in the derivative and repo lines of business.
Mr. Graham is a current member of SIFMA’s Uncleared Margin Operational Implementation Working Group and a previous member of the Futures Industry Association’s Clearing Committee.
BNP PARIBAS
Director, Financial Intermediaries
John Graham is a Director with BNP Paribas Securities Services’ Financial Intermediaries team. In this capacity, he has responsibility for liaising with BNP Paribas’ investment bank and offering solutions involving custody and collateral services in response to new regulatory and capital related issues in the derivative and repo lines of business.
Mr. Graham is a current member of SIFMA’s Uncleared Margin Operational Implementation Working Group and a previous member of the Futures Industry Association’s Clearing Committee.
Reina Hauschild
Northern Trust
Vice President - Americas Country Management
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.
Northern Trust
Vice President - Americas Country Management
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.
Bettina Janoschek
Raiffeisen Bank International AG
Head of GIS Sales & Relationship Management
As Head of Global Investor Services Sales, Relationship Management and Market Intelligence, Bettina is in charge of all client facing responsibilities within the GIS business line. She started her career on the trading floor at Société Générale and former Paribas in London and Paris. Later she joined Bank Austria Creditanstalt’s Custody team. In 2005 she joined RZB, working on the re-launch of the custody business line within Raiffeisen Group in CEE. She holds a MBA in Business Administration from the University of Economy in Vienna, and an International Masters Degree in Finance after studying at HEC Paris.
Raiffeisen Bank International AG
Head of GIS Sales & Relationship Management
As Head of Global Investor Services Sales, Relationship Management and Market Intelligence, Bettina is in charge of all client facing responsibilities within the GIS business line. She started her career on the trading floor at Société Générale and former Paribas in London and Paris. Later she joined Bank Austria Creditanstalt’s Custody team. In 2005 she joined RZB, working on the re-launch of the custody business line within Raiffeisen Group in CEE. She holds a MBA in Business Administration from the University of Economy in Vienna, and an International Masters Degree in Finance after studying at HEC Paris.
Owen Jelf
Accenture
Senior Managing Director
Owen Jelf is a Senior Managing Director at Accenture and leads the company´s Capital Markets business globally. He is responsible for this industry group’s overall vision, strategy and performance. He is also a Managing Director for Accenture Post-Trade Processing and serves as the CEO for Accenture Post-Trade Processing in the UK.
With more than 28 years of experience, he specialises in delivering major technology and business change programmes in the investment banking industry. He has functional expertise in front-office, operations and enterprise functions in complex global delivery models and across a number of asset classes.
Owen Jelf has held a number of leadership positions since joining Accenture in 1988. He led Accenture Trading Services, which helps capital markets clients achieve high performance in trading. He also led Accenture’s Capital Markets business in the UK from 2006-2010, managing relationships with investment banks, asset managers, hedge funds, clearing houses and exchanges.
Owen Jelf is a graduate of St. Catherine’s College, Oxford with a degree in Chemistry.
Accenture
Senior Managing Director
Owen Jelf is a Senior Managing Director at Accenture and leads the company´s Capital Markets business globally. He is responsible for this industry group’s overall vision, strategy and performance. He is also a Managing Director for Accenture Post-Trade Processing and serves as the CEO for Accenture Post-Trade Processing in the UK.
With more than 28 years of experience, he specialises in delivering major technology and business change programmes in the investment banking industry. He has functional expertise in front-office, operations and enterprise functions in complex global delivery models and across a number of asset classes.
Owen Jelf has held a number of leadership positions since joining Accenture in 1988. He led Accenture Trading Services, which helps capital markets clients achieve high performance in trading. He also led Accenture’s Capital Markets business in the UK from 2006-2010, managing relationships with investment banks, asset managers, hedge funds, clearing houses and exchanges.
Owen Jelf is a graduate of St. Catherine’s College, Oxford with a degree in Chemistry.
Craig Jones
Barclays
Head of Funding & Liquidity Management
Craig Jones is the Head of Funding and Liquidity Management for Barclays Americas inclusive of the Intermediate Holding Company (IHC) and related subsidiaries, Americas Branches, Canada and Mexico. Craig’s responsibilities include the development and management of Barclays America’s Liquidity Management Framework and the Treasury responsibilities for the Resolution Recovery Plans.
Craig previously led Barclays’ triparty reform program as well as the development of the collateral monitoring system. Prior to assuming his current position, Craig was the Head of Treasury Operations which included his global responsibilities Funding and Intraday Liquidity Operations.
Barclays
Head of Funding & Liquidity Management
Craig Jones is the Head of Funding and Liquidity Management for Barclays Americas inclusive of the Intermediate Holding Company (IHC) and related subsidiaries, Americas Branches, Canada and Mexico. Craig’s responsibilities include the development and management of Barclays America’s Liquidity Management Framework and the Treasury responsibilities for the Resolution Recovery Plans.
Craig previously led Barclays’ triparty reform program as well as the development of the collateral monitoring system. Prior to assuming his current position, Craig was the Head of Treasury Operations which included his global responsibilities Funding and Intraday Liquidity Operations.
Gaurav Joshi
EY Parthenon
Director
Gaurav is a Director in PwC’s capital markets advisory practice where he has led several strategic industry and client initiatives including the setup of a post-trade Collateral Management industry utility, Uncleared Margin Regulation (UMR) readiness for G14 and regional dealers, consolidation of collateral, funding, and liquidity desks, and developing and conducting a buy-side focused liquidity and financing benchmarking exercise. He is presently leading PwC’s capital markets focused digital transformation efforts that involve close collaboration with leading technology firms.
A prolific author, Gaurav has contributed to several thought leadership pieces on collateral management, post-trade industry utilities, and securities settlement. Gaurav holds MBA (Finance) and Engineering (Computer Science) degrees
EY Parthenon
Director
Gaurav is a Director in PwC’s capital markets advisory practice where he has led several strategic industry and client initiatives including the setup of a post-trade Collateral Management industry utility, Uncleared Margin Regulation (UMR) readiness for G14 and regional dealers, consolidation of collateral, funding, and liquidity desks, and developing and conducting a buy-side focused liquidity and financing benchmarking exercise. He is presently leading PwC’s capital markets focused digital transformation efforts that involve close collaboration with leading technology firms.
A prolific author, Gaurav has contributed to several thought leadership pieces on collateral management, post-trade industry utilities, and securities settlement. Gaurav holds MBA (Finance) and Engineering (Computer Science) degrees
Mike Kaicher
Morgan Stanley Investmemt Management
Executive Director
Mike is a member of the Institutional Liquidity team responsible for distribution of our liquidity and fixed income strategies through our bank distribution partners.
He joined Morgan Stanley in 2010 and has 16 years of industry experience. Prior to joining the firm, Mike was a regional director for Capital Advisors Group. He also served as a senior vice president for Wachovia Bank's Evergreen Investments Institutional Liquidity team with over four years focused on the corporate liquidity market. Previously, he was a vice president for Wachovia and Fleet National Bank.
Morgan Stanley Investmemt Management
Executive Director
Mike is a member of the Institutional Liquidity team responsible for distribution of our liquidity and fixed income strategies through our bank distribution partners.
He joined Morgan Stanley in 2010 and has 16 years of industry experience. Prior to joining the firm, Mike was a regional director for Capital Advisors Group. He also served as a senior vice president for Wachovia Bank's Evergreen Investments Institutional Liquidity team with over four years focused on the corporate liquidity market. Previously, he was a vice president for Wachovia and Fleet National Bank.
Benjamin Langis
STATE STREET
MD
Benjamin Langis is a Managing Director at State Street, leading multiple global teams within Global Operations including the company’s subcustody Network Management and Information Services functions and several teams that focus on advanced analytics, operating model design and execution, and internal strategy consulting for senior executives across the bank.
Prior to State Street Corporation, Benjamin was a management consultant for Booz Allen Hamilton where he focused on corporate strategy work, quantitative modeling and valuations. Previous to Booz, he worked for a boutique investment bank doing mergers and acquisitions and served five years in the U.S. Navy in the submarine force.
STATE STREET
MD
Benjamin Langis is a Managing Director at State Street, leading multiple global teams within Global Operations including the company’s subcustody Network Management and Information Services functions and several teams that focus on advanced analytics, operating model design and execution, and internal strategy consulting for senior executives across the bank.
Prior to State Street Corporation, Benjamin was a management consultant for Booz Allen Hamilton where he focused on corporate strategy work, quantitative modeling and valuations. Previous to Booz, he worked for a boutique investment bank doing mergers and acquisitions and served five years in the U.S. Navy in the submarine force.
Marilyn Lipton
Citi
Global Head of 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.
Citi
Global Head of 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.
Len Lipton
GlobeTax
Managing Director
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.
GlobeTax
Managing Director
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.
Paul Mortimer-Lee
BNP PARIBAS
MD, Global Head, Market Economics and Chief Economist US
Paul is responsible for the global economic coverage of the bank’s team of market economists in the world’s main financial centres, in addition to overseeing its North American economic research. He is currently based in New York and has worked for BNP Paribas since 1995. In recent years Paul has mainly focused on the major issues related to the global financial crisis, monetary policy and unconventional policy instruments, global inflation and global economic imbalances. He writes regularly for the Nikkei newspaper and is a frequent media commentator.
BNP PARIBAS
MD, Global Head, Market Economics and Chief Economist US
Paul is responsible for the global economic coverage of the bank’s team of market economists in the world’s main financial centres, in addition to overseeing its North American economic research. He is currently based in New York and has worked for BNP Paribas since 1995. In recent years Paul has mainly focused on the major issues related to the global financial crisis, monetary policy and unconventional policy instruments, global inflation and global economic imbalances. He writes regularly for the Nikkei newspaper and is a frequent media commentator.
Emmanuelle Riess
BNP Paribas
Product Manager
Emmanuelle Riess is Head of Network Management for the Americas at BNP Paribas Securities Services, based in New York. In this capacity she manages the selection and monitoring of BNP Paribas Securities Services’ network of sub custodians and cash agents in North and South America. Her responsibilities include conducting due diligence visits, monitoring the performance of the agents, acting as an interface between the markets and the Bank, gathering market intelligence, negotiating fees and contracts, and performing operational risk review, among other activities. She is also deputy head of the global network management team, a role she’s held since 2006.
BNP Paribas
Product Manager
Emmanuelle Riess is Head of Network Management for the Americas at BNP Paribas Securities Services, based in New York. In this capacity she manages the selection and monitoring of BNP Paribas Securities Services’ network of sub custodians and cash agents in North and South America. Her responsibilities include conducting due diligence visits, monitoring the performance of the agents, acting as an interface between the markets and the Bank, gathering market intelligence, negotiating fees and contracts, and performing operational risk review, among other activities. She is also deputy head of the global network management team, a role she’s held since 2006.
Florent Thiry
BNP Paribas
Americas Head of the Financial Intermediaries and Corporates Client Line
Florent Thiry is the Americas Head of the Financial Intermediaries and Corporates Client Line for BNP Paribas Securities Services. In this role, he is responsible for driving the go-to-market strategy and the value proposition for this client segment with a focus on generating sustainable and profitable growth. His goal is to develop and implement client solutions by managing the product developments for this key sector in the Americas.
BNP Paribas
Americas Head of the Financial Intermediaries and Corporates Client Line
Florent Thiry is the Americas Head of the Financial Intermediaries and Corporates Client Line for BNP Paribas Securities Services. In this role, he is responsible for driving the go-to-market strategy and the value proposition for this client segment with a focus on generating sustainable and profitable growth. His goal is to develop and implement client solutions by managing the product developments for this key sector in the Americas.