ISLA Americas Operations & Technology Summit 2026

Peter Abric is the head of US Securities Lending for RBC Capital Markets, where he joined as a Managing Director in its Central Funding Group in June of 2018. In his role, Peter is responsible for overseeing the day to day Equity Financing operation that supports the various trading units within RBC Capital Markets and RBC Bank in the US. This includes day to day flow, secured funding, balance sheet management, business development and technology enhancements. Prior to joining RBC, Peter spent 2 years with Broadridge Financial, where he was a Vice President in their Global Technology Services group, with a focus on sales and business development for their suite of Securities Finance and Collateral Management technology product offerings. Across his 30+ years of industry experience, Peter has also held senior leadership roles at Wells Fargo, Nomura Securities (Canada), Royal Trust and CIBC World Markets. Peter holds a Bachelor of Commerce (B.Comm) degree from Dalhousie University. 

Larry is Head of Global Product Delivery and is responsible for the development and implementation of products to meet the needs of our clients and counterparts. Larry also oversees our Global Operations team, refining eSecLending’s core operational infrastructure, overseeing the company’s strategic vendors and partnerships, and leveraging technology to ensure an optimized product offering. Larry began his career in financial services in 1991 with a specific focus in securities lending in 1994 before joining eSecLending in 2015. Prior to joining eSecLending, he worked at Barrington Partners, Premier Global Securities Lending, and State Street Corporation. Larry received his Bachelor of Science from Suffolk University and Master of Business Administration from Boston University.

Eliott Bryson is a Vice President of Regulatory Advisory & Capital Optimization at State Street Corporation, based in the firm’s Boston headquarters. Mr. Bryson works within State Street Markets, where he advises on regulatory strategy and leads initiatives to enhance capital efficiency across the securities lending, repo and foreign exchange businesses.

With more than a decade of experience spanning capital markets, custody and risk management, Eliott brings a deep, practical understanding of the global financial system and its evolving regulatory landscape. He holds a B.S. in Finance from the Pennsylvania State University and is passionate about sharing his knowledge of markets while helping others navigate the complexities of today’s financial environment.

Brian Christopher is the Managing Director of Middle Office, Recalls, and Collateral and Settlements and is responsible for managing the Recalls, Collateral & Settlements and Middle Office teams. He and his teams focus on Implementations, risk management of on-loan shares during market sale activity as well as collateral management. Brian began his career in financial services in 2001 at Federated Investors and joined eSecLending to work in securities lending in 2005. Brian holds a Bachelor of Science degree from Liberty University

Marcus Denne is an Executive Director in Product Management at the Depository Trust & Clearing Corporation (DTCC), where he leads product strategy for Equities Settlement. He has extensive experience modernizing post trade market infrastructure, including leading the transformation of the Trade Information Warehouse into a cloud-based platform with distributed ledger components, and overseeing large scale market testing and industry engagement.

Prior to DTCC, Marcus held leadership roles at Bank of America Merrill Lynch, where he led the swaps clearing business in the Americas. Earlier in his career, he held senior change management and operations roles at Credit Suisse, WestLB, and J.P. Morgan, contributing to major market structure initiatives in derivatives, repo, and securities financing.

Marcus began his career in London and currently lives in Brooklyn, New York with his wife and daughter.

Kelly is a Managing Director at KPMG with over 25 years of dedicated experience in driving large-scale workforce transformations, primarily within the financial services and insurance industries.

Throughout her career, she has been at the forefront of major modernization and transformation projects for leading mortgage providers, top-tier banks, credit card companies, and national and international financial services clients. Her expertise encompasses a wide range of critical areas, including digital/AI and cultural transformation, change management, and reinventing HR strategies. She has a proven track record in guiding organizations through complex initiatives such as implementing new digital infrastructures, managing risk and compliance, and analyzing strategic use cases for artificial intelligence.

Her academic background includes a Master of Business Administration from the University of South Florida, a Master of Human Resource Development, and a Bachelor of Science from Clemson University. She is also a mom of three teenage boys.

Charles, leads Product Innovation for J.P. Morgan’s Collateral Services and is a member of ISLA Americas FinTech and Innovation Committee (FIC). With over 15 years of experience across collateral services, enterprise / firm-wide collateral strategy and innovation, and capital markets management consulting, Charles is focused on transforming the future of the collateral ecosystem providing unique solutions across collateral data & analytics, optimization, and mobilization.

Frank Falanga is the North America Head of the Collateral Management Group for Prime Financial Services, based in New York.  In his role, Frank is responsible for funding Prime’s margin loan business, which provides long levered financing to Prime’s hedge fund client base.  His team is also responsible for financial resource management, including balance sheet and liquidity management.

Since joining J.P. Morgan in 2004, Frank has held roles in Technology, Agency Lending, and Prime Financial Services.  He has been involved in numerous mentoring programs, advocacy programs and is currently a North America Mobility Program Lead in Markets.

Frank holds a bachelor’s degree in economics from Villanova University.  He resides on Long Island, New York, with his wife Danielle, and their children, Rita, Frankie, and Emilia.

Erica is the Head of Rates Funding and Structuring at Goldman Sachs, responsible for the structuring, product development, and distribution of funding transactions for the Global Markets business. In this capacity, she oversees the development and execution of collateralized funding trades to optimize liquidity, balance sheet, and capital utilization, playing a key role in driving the firmwide secured funding strategy and increasing connectivity with institutional lenders and cross-functional business stakeholders.

Prior to this role, she was Co-Head of the Americas Cross Asset Financing team within Global Markets. She joined Goldman Sachs as an analyst in New York in 2016.

Erica earned a B.S. in Mechanical Engineering, summa cum laude, from Villanova University.

Rob Frost is Global Head of Business Solutions at Pirum, where he has spent over 17 years driving product innovation and development across the securities finance ecosystem. Prior to joining Pirum in 2008, Rob was an industry practitioner at Goldman Sachs and HSBC. Rob has been part of the leadership team at Pirum driving the evolution from post-trade services to a comprehensive pre- and post-trade solution covering securities lending, repo, and collateral management.

Chris is the Americas Head of Trading Services Operations at JPMorgan Chase Bank N.A. where he oversees all western hemisphere operational support for Securities Finance, Tri-Party, Margin Services, Depositary Receipts, Benefit Payment Services and 401K.  Chris chairs the ISLA Americas Operations and Technology Committee and is a proactive participant in SIFMA.  In addition to his industry engagement, he participates in a vast array of working groups which focuses primarily on market change, regulatory / legal landscape, emerging technology, interoperability, corporate actions and the impacts on securities finance and collateral services.  Prior to joining JPMorgan, he spent his career developing a thorough understanding of global markets which includes reference data, pricing, purchase and sales, corporate actions, stock borrow loan, class actions, proxy and client service. He holds a Bachelor of Business Administration in Finance degree from James Madison University 

Ben is currently the Chief Risk Officer of Daiwa Capital Markets America (DCMA). He is also the head of the Compliance division and the Legal division at Daiwa Capital Markets America. The Chief Risk Officer responsibilities include managing the firm’s overall enterprise-wide risk framework: risk strategy, risk identification, market risk, operational risk, credit risk, liquidity risk, rates risk, etc. Additionally, the Chief Risk Officer role includes various second line committee chairs including the Risk Management Committee and the New Product Committee as well as monthly reporting to the Board of Directors. Ben is a member of the Executive Committee and he has been at DCMA for the last 5 years. 

Prior to joining Daiwa, Ben was the Deputy Chief Risk Officer at MUFG Securities Americas, Inc. as well as the Deputy Head of Market Risk, Liquidity Risk, Interest Rate Risk and Counterparty Credit Risk Management for the Americas at MUFG. Prior to MUFG, Mr. Genek was Head of Market Risk Management for the Americas at Natixis for 6 years (including 4 years as the Chief Risk Officer of the Natixis Bleichroeder broker dealer). Prior to Natixis, he worked at Deutsche Bank in the Risk Management Division. Previous to Deutsche Bank, Mr. Genek worked in the Equity Controlling division at Nomura Securities in New York, and prior to Nomura, he worked at Merrill Lynch in their Asset Management Division.   

Mr. Genek graduated from the Rutgers University Business School (New Brunswick, NJ) with a BS in accounting. He joined Merrill Lynch immediately after graduation. 

Brooke manages the Client Relationship Management team globally for eSecLending and is responsible for leading the firm’s service model and strategy for all client programs. She also oversees the firm’s marketing and communications group. Brooke has been in the securities lending industry and with eSecLending since its inception in 2000, when she was one of the firm’s founding members that started the business. Brooke has held various senior positions at eSecLending throughout the company’s growth including Business Development, Relationship Management and Marketing and Communications.  In addition to her work with eSecLending, Brooke volunteers her time in the securities finance marketplace as well as outside of our industry. She was a founding Leadership team member for Women in Securities Finance, she serves as company Secretary for the Global Peer Financing Association (GPFA), a non-profit business association supporting global beneficial owners, and she is on the ISLA Americas Board of Directors, a non-profit industry association representing the common interests of securities lending firms in the Americas region. Brooke received her Bachelor of Arts in Business Administration from the University of Washington.

Rebecca Goldenberg is the Head of Americas Product for Agency Securities Finance at J.P. Morgan, where she leads strategic initiatives across the region and plays a key role in shaping the firm’s securities finance product offering. In this capacity, she oversees the development and execution of client-focused solutions, ensures alignment with global regulatory and market developments, and drives connectivity across Securities Services and the broader firm. 

With deep expertise spanning trading, sales, operations, technology, and client management, Rebecca is a leader within the business and a trusted advisor to clients navigating the evolving landscape of agency lending. She is an active contributor to industry dialogue and regulatory advocacy, serving on key working groups including the ISLA Americas Legal, Tax, and Regulatory Committee, the 10c-1 Working Group, and the U.S. Treasury Clearing Working Group. 

Prior to her current role, Rebecca held product development roles at J.P. Morgan Asset Management, where she supported institutional and retail product strategies across ETFs and equity solutions. She began her career at BlackRock, spending nearly a decade in both the Retail Product and Legal & Compliance divisions. 

Rebecca holds a Bachelor of Arts from Wellesley College. 

Ryan Gomez is a Senior Manager in the Capital Markets practice of EY, with over a decade of experience in the financial services industry largely supporting sell-side banks and broker-dealers with strategic discretionary and critical market structure initiatives.

Specifically, Ryan has supported firms in assessing the commercial viability of entering new businesses, products and regions, including establishing global new-desk functionality and regional expansion/target operating model design of firms global Equities/Prime Brokerage capabilities. In addition, Ryan has been at the forefront of some of the most impactful market structure initiatives including Extended Trading Hours in US Equities (24×5), T+1 Securities Settlement, UST/UST Repo Clearing and the recent momentum in tokenized securities and related digital asset use case adoption.

Ryan is based in New York and holds an MBA from Columbia Business School.

Timothy J. Guinan serves as a Senior Vice President in Securities Services Operations at Citi, where he has dedicated 10 years to leading Agency Securities Lending operations teams in New York and Tampa. Before joining Citi, he managed Agency Lending Operations at Credit Suisse AG NY Branch, overseeing daily BAU processing, client reporting, and complex issue resolution. Joining Citi’s Agency Lending Middle Office team in 2016, he spearheaded initiatives to streamline global recall processes, optimize trading desk operations, and drive client onboarding and major automation projects for a new global trading and operations platform. He further established a specialized sub-division focused on investment activities for Agency Securities Lending and Directed Agent Investment Services, and following his promotion to SVP in 2025, expanded his responsibilities to include overseeing settlements and collateral processing for North American markets.

Brandon M. Hammer is a partner at Cleary Gottlieb. His practice focuses on a broad range of financial regulatory, market infrastructure, bankruptcy, and creditors’ rights issues. He has assisted buy- and sell-side clients, as well as market utilities, on complex and novel issues arising from a changing technological landscape. Brandon’s clients include U.S. and non-U.S. financial institutions, clearinghouses, sovereigns, market disruptors and end users. He is frequently counsel to leading financial market trade associations and ad hoc coalitions on major industry initiatives and industry-standard opinions. 

Oberon (Obie) Knapp is Managing Director, Strategy at OCC, the world’s largest equity derivatives clearing organization, where he leads OCC’s strategic direction and enterprise growth initiatives. He also serves as General Manager of OCC’s Securities Finance program, the largest counterparty to US equity securities lending and borrowing globally.

Prior to joining OCC, Mr. Knapp held multiple senior roles at Brown Brothers Harriman. Most recently he led the global product, solutions consulting and implementations organizations for BBH’s Investment Operations and Infomediary business, an open architecture data platform powering the next generation operating environment for asset managers and financial institutions. Prior to that, Mr. Knapp was responsible for the global product and algorithmic trading development for BBH’s Securities Lending franchise. Mr. Knapp also served on several firm-wide committees with oversight of capital investments, cloud strategy, and D&I programs and policies.

Previously, Mr. Knapp led corporate and product strategy for eSecLending, a leading non-custodial securities lending agent, and was co-head of global relationships for State Street Securities Finance.  While at State Street he managed many of the firm’s largest and most sophisticated client accounts. Prior to State Street, Mr. Knapp held various positions at Deutsche Asset Management and FleetBoston.

Mr. Knapp has a degree in finance from The College of New Jersey and is a CFA charter holder.

As Co‑Global Head of Liquid Financing Platform and Product at Barclays, Mariska Lambrechts leads Prime Services and Financing platform strategy – setting the vision, translating it into measurable business outcomes, and owning delivery from concept through launch. She combines strong technical depth and creative solutions with commercial judgment to build scalable, high‑functioning products that improve client engagement, user experience and support revenue ambitions. Before joining Barclays, Mariska held senior leadership roles at Morgan Stanley in London, Budapest, and New York, focused on fixed income derivatives. She holds a B.Comm LLB from the University of Stellenbosch.

Rob rejoined Morgan Stanley in 2023, bringing over two decades of industry experience. Prior to his return, Rob led Securities Lending Operations for North America at Citibank. He also held senior roles at Deutsche Bank, where he oversaw Prime Brokerage Client Service and Securities Lending Trading. Earlier in his career, Rob spent nine years at Morgan Stanley, specializing in Securities Lending Trading with a focus on ADR cross-book opportunities.

Rob holds a bachelor’s degree from St. John’s University and an MBA from Columbia University. He resides in Tampa, Florida, and commutes weekly to the Baltimore office.

Mike is a member of the Regulatory Strategy, Industry Affairs, and Tax team for BNY’s Securities Finance business. He also serves in a product advisory role. Prior to BNY, Mike was a Senior Managing Director and the Chief Product Officer for securities finance at State Street Bank and Trust Company. In this role Mike was responsible for the global expansion of the agency and principal securities finance businesses through new product development, merger and acquisition, and product innovation. Prior to holding this position, he was the Senior Managing Counsel responsible for all legal matters with respect to the securities finance business of State Street. Prior to State Street, he held positions as a Senior Managing Counsel for the master trust and global custody business of Boston Safe Deposit and Trust Company and as an ERISA attorney for the Boston law firm of Gaston & Snow. Mike is a former Chairman of the Securities Lending Committee of the Risk Management Association and a former member of the Board of Directors of the Risk Management Association. He is a current member of the Board of Directors of ISLA Americas. Mike holds a BA in economics from Boston College and a Juris Doctorate from Suffolk University Law School. 

Sean recently joined Charles Schwab’s Treasury organization to manage liquidity for their broker dealer and bank entities. Prior to 2026, Sean spent 25+ years in New York and London standing up secured funding and liquidity management capabilities at Wells Fargo and UBS. He began his career in Equity Finance on the Securities Lending desk at Smith Barney in 1996.

Alan McHugh is currently a Senior Cybersecurity Advisor with Lafayette Group, Inc. (LGI). His principal clients are federal government entities, including the Department of Homeland Security/Cybersecurity and Infrastructure Security Agency (DHS/CISA). As part of this portfolio, he advises the Joint Cyber Defense Collaborative (JCDC) on how, when, and with whom to produce world class cybersecurity mitigation guidance.

Prior to LGI, Mr. McHugh spent 21 years in the Federal Bureau of Investigation in various intelligence operational roles supporting global counterterrorism, counterintelligence, and cyber investigations. He led the FBI’s HQ intelligence response to criminal cyber incidents and developed proactive prioritization and intelligence sharing mechanisms across the Intelligence Community, the federal government, and internationally.

He spent five years coordinating with international partners as the lead intelligence analyst in the FBI’s Legal Attache in London, United Kingdom.  He supervised numerous intelligence squads in Phoenix, Arizona, and “survived” four headquarters tours, the last of which was the senior FBI liaison officer to CISA.

His wife works for Marriott International in Bethesda, MD, and his two high school aged sons keep him busy, but not as busy as his dog, Winnie.

Gwendolyn has worked at Citi for 17 years, across Security Services and Markets Operations and Technology. She is currently the Global Head of Agency Securities Lending Middle Office responsible for all Reference Data, Trade Support, Collateral, Settlements, Reconciliations, and Billing activity. Prior to this role, she was the Tampa Site Head of Markets Cash and Security Services, responsible for International and DTC FI Settlements and Tri-Party.

Background:

Gwendolyn joined Citi in July 2008 as part of the Operations Analyst program in Custody Client Delivery. She started her career as a Client Service Officer for a platinum client with $27.73 billion AUC.

In May 2010, Gwendolyn joined the newly-forming Securities and Funds Services (SFS) Lean Transformation Program. She worked alongside McKinsey Consulting firm during her first Lean Engagement with Mississauga Alternative Investments and obtained her Green Belt certification. From there, she went on to project manage several Lean initiatives across major SFS sites – spending time in Dublin with Alternative Investment Operations and Warsaw with the Direct Custody and Clearing (DCC) branch and Securities Front End.

After managing Lean Transformations, Gwendolyn moved to New York in 2012 to help lead strategic efforts across SFS Operations. Some of her notable projects included: 1) leading the SFS Global Manual Payment Processing (MPP) Review, which helped craft the current MPP Guidelines, 2) managing the implementation of Manager’s Control Assessment (MCA) across SFS Operations, and 3) managing the global FATCA PADD re-papering across 100+ clients.

In 2015, Gwendolyn transitioned to a role with Agency Securities Lending Middle Office (ASLMO) leading the Global Straight Through Processing (STP). During this time, she managed the design and implementation of ASLMO Panorama metrics dashboard and re-designed the Control Operating Model. Gwendolyn was also responsible for managing critical risk and control initiatives spanning Operations, Front Office, and Technology (e.g., OCC Review, Internal Audit, Corrective Action Plan resolution planning, Manager’s Control Assessment).

Gwendolyn joined Markets Technology in July 2018 as a product manager for several strategic initiatives, including Build My Workflow (BMW) and Inventory Manager (i-MGR), both of which are part of a larger strategy to reduce and simplify the architecture for Securities Settlements by creating “micro-services” with newer technology. In early 2019, her role expanded to managing all of Tampa Markets Cash and Security Services IT Change Management. Later in 2019, her role further expanded to leading Tampa Markets Cash and Security Operations as well.

In July 2021, Gwendolyn re-joined Agency Securities Lending Middle Office as the Global Head. She has oversite of the New York, Tampa, Dublin, Pune, and Singapore teams.

Patrick Morrissey is currently the Director of Product and Strategy for Securities Lending where he has both management responsibilities as well as responsibilities for developing the growth of the global lending program. 

Prior to this, Patrick was the Head of Trading for the Vanguard Securities Lending program. As Head of Trading, Mr. Morrissey has both management responsibilities as well as responsibilities for global trading strategies within securities lending. 

Mr. Morrissey joined The Vanguard Group in 2005 as a Securities Lending Trader. Prior to joining The Vanguard Group, Mr. Morrissey served as an ADR analyst and equity finance trader at The Bank of New York in the American Depositary Receipt division.   

Mr. Morrissey received a bachelor’s degree in finance from Saint Joseph’s University in 2001 and a Master’s Degree in Financial Engineering from Temple University in 2011.  

Deborah North is a partner in the Firm’s Financial Institutions Group.  Deborah’s practice covers a broad range of derivatives and structured finance transactions, focused on OTC derivatives, structured synthetic products, and the cross-border security arrangements and the regulatory issues they often entail.  She advises clients on a range of products, including credit-linked notes, structured repos and credit default swaps.  Deborah has an extensive opinion practice focused on bankruptcy remoteness, netting and creditor’s rights issues.  She is called upon by clients active in the legal/tech and fintech space to create documentation frameworks and multi-jurisdictional regulatory and bankruptcy analysis for their start-up offerings. 

Deborah is a leading lawyer for the clearing of OTC derivatives and has developed an extensive derivatives regulatory practice.  She has advised several financial institutions on their registration as Swap Dealers and security-based Swap Dealers, including on all aspects of compliance materials, documentation, and interaction with the SEC, CFTC, NFA, FDIC, and OCC, including in the context of M&A transactions. 

Her full bio can be found here: https://www.clearygottlieb.com/professionals/deborah-north

Lauren Northrop is head of Stock Loan Product at Bank of America, responsible for the strategic direction of the global platform. Her team develops innovative solutions that balance market dynamics, regulatory requirements and profitability for the Prime Financing business. She is responsible for the daily operations of the platform, ensuring seamless coordination across business, technology and control partners. 

Lauren has been with Bank of America Merrill Lynch for 19 years, holding roles across Client Service, Operations, Product Development and Trading. She began her career in Merrill Lynch’s retail division in 2006 before moving into Global Markets. 

Lauren earned a bachelor’s degree in science from Rider University and holds FINRA series SIE, 7, 24 and 63. 

Kerry Phippen, MBA, is a Managing Director and Head of Market Service Operations at RBC Investor Services. With a proven track record in leading large-scale operations and strategic initiatives, Kerry specialises in transformation, digitisation, and business architecture.

In her current role, Kerry leads Securities Finance, Foreign Exchange, Treasury, Cash Control, and Payment Operations. She has successfully implemented digitisation programs that have created efficiencies, mitigated operational risk, and improved revenue opportunities. Kerry is also sponsoring AI and Market Service Digitisation efforts, delivering comprehensive solutions in an agile manner across Market Service business lines.

Prior to this, Kerry held roles such as Director of Treasury Market Services Middle Office and Global Head of Securities Finance Operations at RBC. She has also worked at BNY Mellon and CIBC Mellon, where she led operational projects and supported business transitions.

Kerry holds an MBA from Edinburgh Business School and a Strategic Planning and Project Leadership certificate from Queen’s University Smith School of Business. She is also a certified coach and has received numerous awards, including the RBC Quarterly Award and the Bank of New York Mellon Markets Excellence Award.

Beyond her professional achievements, Kerry is committed to mentorship and diversity initiatives. She co-chaired the Advancement of Women committee at RBC and mentors high-potential individuals through various programs.

Jill Rathgeber is a vice president of product strategy for Fidelity Agency Lending® in the Fidelity Capital Markets (FCM) division. In this role, Ms. Rathgeber is responsible for identifying new opportunities and driving the long-term strategic vision for future product lines and markets. She works directly with the head of Agency Lending and collaborates with our Product Development group to lead large scale strategic initiatives from idea generation and due diligence to product implementation with the goal of improving client experiences and positioning Fidelity Agency Lending as an industry leader with new and unique product offerings.

Prior to joining Fidelity, Ms. Rathgeber spent 10 years at BNY as a director in the Product and Strategy group, responsible for the development of new products for the securities finance businesses. She also held several positions within State Street Global Markets’ Securities Finance division in product development, international equities trading, and various operations roles.

Ms. Rathgeber earned her bachelor of science degree in business administration from Providence College and an MBA from Suffolk University. Ms. Rathgeber holds the Financial Industry Regulatory Authority (FINRA) Series SIE, 7 and 63 licenses and is also co-founder and global chair of Women in Securities Finance.

Seasoned Securities and Banking Operations leader with 20+ years at JPMorgan, spanning Settlements and Stock Borrow/Loan operations. Currently leading SBL Operations teams across North America and the UK, overseeing the buildout and scaling of cash, bilateral non-cash, and tri-party operating flows. Recognized for driving process efficiency, strengthening risk and control disciplines, and advancing collateral optimization through effective partnership with trading, product and technology stakeholders.

Dennis is a Vice President in the Product Development team at Goldman Sachs Agency Lending (GSAL).  Prior to his current role Dennis managed the Global Operations Team at GSAL and was co-head of GSAL’s Client Service Team.   Dennis is responsible for product development and projects for GSAL globally.

Dave Ring is the head of the new Financial Intelligence Fusion Center at FINRA. The FIFC leverages FINRAs unique position, perspective, and partnership to collect, analyze and disseminate threat intelligence to FINRA member firms focused on supporting faster, more informed responses to better protect investors and markets. Prior to joining FINRA, Dave spent over 20 years as an Intelligence Analyst with the FBI serving in a variety of roles. Most recently, he was the Deputy Assistant Director of the FBI Cyber Division, leading the Cyber Capabilities Branch. In this role, he led the FBI’s Cyber Technical Analytics and Operations Section and Cyber Readiness Section which included the coordination and deployment of Cyber Division’s technical tools, capabilities, digital forensics and incident response teams and responsibility for all cyber-related training and recruiting as well as all FBI Cyber business and finance operations.

Pranay Sharma, Director, is Head of Innovation, Data & Analytics for Liquidity and Financing within BlackRock Global Markets & Index Investments.

In this role, Mr. Sharma is responsible for advancing the next generation of data-driven investments and clients decision-making, expanding collaboration on key data & analytics adjacencies across the firm, and driving innovation such as AI and citizen development at scale across Securities Lending, Securities Financing and Cash Management. Since 2025, Mr. Sharma has also served as a member of the ISLA Americas FinTech & Innovation Committee (FIC).

Prior to this, Mr. Sharma was a member of BlackRock’s Portfolio Analytics Group where he developed and delivered BlackRock’s analytical capabilities and financial models to investment and client businesses, specifically through work with Fundamental Fixed Income investment teams as well as the Americas and European Institutional Client Businesses.

Mr. Sharma joined BlackRock in 2014 as part of BlackRock’s Graduate Program in New York. He earned a BSc degree with University Honors in Mechanical Engineering with an additional major in Economics from Carnegie Mellon University.

Jason is the Americas Head of Agency Securities Finance Operations at JPMorgan Chase Bank N.A., where he oversees all operational support for Securities Finance across the western hemisphere. He co-chairs the ISLA Americas Best Practice Work Group and actively participates in multiple industry working groups. Throughout his tenure at JPMorgan, Jason has developed deep expertise across reference data, purchase and sales, asset servicing, settlements, collateralization, and client service. He holds a Bachelor of Business Administration in Finance from Temple University.

Renato Simonetti is a Partner at BTG Pactual and works within the brokerage division, where he focuses on client relationships on the Cash desk, with an emphasis on block trades, liquidity management, and trade execution across Latin American markets.

In addition, he is involved with both the onshore Securities Lending desk and the offshore Cash & Futures desks supporting Northbound flows, contributing to cross-selling initiatives across the bank and fostering integration between local and global markets.

Renato has built his entire career at BTG Pactual, where he has worked for 17 years, beginning as an intern in operations before transitioning to the front office. This trajectory has provided him with a comprehensive understanding of the firm’s infrastructure as well as day-to-day market dynamics.

He is currently focused on enhancing the performance and development of the desks he supports, working closely with internal teams and clients to navigate market conditions, deliver efficient execution, and drive new initiatives aimed at strengthening local markets.

John is Managing Director and was named Global Head of Securities Finance Client Coverage for BNY Markets in January 2022.  John joined BNY in 2000 and, prior to assuming his current responsibilities, held a number of business development positions within BNY’s Markets, Global Collateral Services, Broker/ Dealer Services, Global Client Management and Securities Industry Banking divisions.

Based in New York, Anthony has responsibility for GSLS in the US. He has over 30 years of securities finance experience in his career.  Prior to MUTB, Tony was Head of Securities Lending in the Americas for Deutsche Bank’s Agency Securities Lending Program. He has worked continuously with the GSLS team for over 25 years. Earlier in his career, Tony spent nine years at JP Morgan in several key positions including Head of Liability Trading, Equity Finance & Derivatives trading.

Tony is highly visible in the industry, including interfacing with regulators.  He currently servs as the Treasurer for the International Securities Lending Americas Board and he was a member of the Executive Council of the Securities Lending chapter of the RMA (Risk Management Association.)   Anthony received a BA degree from Seton Hall University and a Masters in Business Administration from the W. Paul Stillman School of Business at Seton Hall University.

Thomas joined Broadridge in October 2025 as Director of Client Product Management.

Thomas is a distinguished leader in securities finance with more than 35 years of experience spanning product development, global operations, regulatory strategy, and fronttoback trading workflows. Prior to joining Broadridge he spent 3 years as Director Head of North America Product at Pirum where he was responsible for driving the firm’s U.S. product strategy across equity finance, fixed income, and collateral markets, leading major initiatives in corporate actions automation, repo technology, and regulatory solutions.

Before joining Pirum, Thomas spent over a decade at Citibank, where he served as Senior Vice President across global operations and strategic planning. He led transformative initiatives including the DTCC target operating model rollout, the redesign of Agency Lending’s cash reinvestment infrastructure, and the expansion of global client and product strategies.

Throughout his career, Thomas has held leadership roles at Wells Fargo, Merrill Lynch, Bank of America, Barclays, and Daiwa Securities—building deep expertise in securities lending, financing, prime brokerage, funding, and collateral management. His handson understanding of the industry spans everything from frontoffice trading to complex operational infrastructure and global market reforms.

Thomas is also a recognized industry contributor, serving as CoChair of the Securities Lending Operations & Technology Summit for 3 years during his time at Citibank, where he helped advance dialogue around modernization, automation, and regulatory change.

John Vinci is Managing Director, Head of Secured Funding and Collateral Management at DTCC where he is responsible for leading the firm’s Secured Finance Transaction (SFT) Clearing service. Within this role, he oversees DTCC’s secured funding services as well as collateral management.

Previously, John was Managing Director and Head of Relationship Management for DTCC’s SIFMU businesses (DTC, NSCC and FICC), as well as Wealth Management and Mutual Funds. Prior to this, John was responsible for DTCC’s Core Services Product Development where he helped to create the SFT Clearing service that he now leads.

Before DTCC, he served as the Head of Global Product Management and Strategy at The Bank of New York Mellon Corporation where he led product management and strategy for BNY Mellon Broker-Dealer Services. Before BNY Mellon, John held various roles at JP Morgan Chase and Bankers Trust.

Over the course of his career, John has gained over 30 years of experience across the financial services industry with an extensive background in operations, product design, strategy, and business and risk management.

John holds a bachelor’s in economics and finance from the University of Scranton.

Simon Waddington is currently Head of Post-Trade & RegTech Solutions globally at EquiLend. He is responsible for the development and implementation of EquiLend’s broad suite of post-trade products as well as regulatory reporting and onboarding/ALD solutions.

Simon has been in the securities finance industry for over 25 years and previously held senior roles as Head of Trading EMEA at RBC Investor Services and Head of Business Development EMEA at State Street. Prior to joining EquiLend he was Chief Operating Officer for the International Securities Lending Association.