Dean Bruyns is an Executive Director at S&P Global Market Intelligence. He has a background in law, over a decade in the securities finance business and approaching a decade in global regulatory reporting. He is now the Global Head of Pre-Sales for Cappitech, S&P’s regulatory reporting business, based in New York.

Amy Caruso is the Head of Collateral Initiatives at ISDA where she is responsible for developing and delivering a transformational strategy for collateral management, including facilitating innovation and compliance while driving standardization and efficiency.

Previously, she served as the Chief Commercial Officer of DTCC-Euroclear GlobalCollateral. Ms. Caruso managed the derivatives reform initiative at Barings, including preparing the company and its parent MassMutual for OTC clearing readiness, ISDA protocols and representations, SEF implementation, and regulatory reporting in multiple jurisdictions.

Ms. Caruso was a MassMutual’s Executive Development Program participant, fulfilling various marketing and sales support, product and project management, and compliance roles before transitioning to Barings.

She has held numerous industry roles, including co-chairing SIFMA’s Asset Managers Group’s (AMG) Derivatives Operations Committee, and she was a member of the SIFMA AMG Executive Steering Committee, the Investment Company Institute’s Securities Operations Advisory Committee, ISITC-SIFMA AMG’s ETD and OTC Cleared T+1 Working Group, and ISITC’s Margin and Collateral Working Group.

Ms. Caruso earned a Bachelor of Arts in Professional Writing and Public Relations from Barry University in Miami Shores, Florida and a Masters of Business Administration with a focus on Marketing from the University of Massachusetts – Amherst.

Ed Corral has worked in the Financial Services industry for over 37 years. Most recently, he has taken on a new position as Head of Collateral Services for Pirum Systems, Ltd. Ed is based in New York City and will be focusing on growing Pirum’s presence in Collateral Services globally as well as the entire product suite in the Americas.

Prior to Ed’s role at Pirum, he did two tours at J.P. Morgan In his more recent assignment, Ed was the Head of Tri-party Services globally. He also had responsibility for Derivatives Collateral Management in the Americas.

Prior to Ed’s second stint at JPM, he spent nearly 10 years at Morgan Stanley, responsible for Enterprise-wide Collateral Management.

Before joining Morgan Stanley, Ed had his first run at J.P. Morgan and its predecessors for nearly 20 years. Ed was in charge of U.S. Government Clearance and Collateral Management. He also ran the Finance department while in the Corporate Trust division.

Bridging the first JPM role and Morgan Stanley, Ed was a member of the U.S. Tri-party Repo Reform task force, which shepherded significant improvements to the structure and functioning of the U.S. Tri-party Repo market

Ed received his MBA in Finance from NYU and graduated from Binghamton University.

Harsh Devpura is Principal, Product Owner, Securities Finance at OCC, the world’s largest equity derivatives clearing organization.

As a product owner in securities finance who is passionate about bringing the power of automation, transparency and data standardization to the industry, he is working on replacing OCCs current securities lending clearing system and helping with OCC’s initiative for introducing an enhanced product roadmap for its Securities Lending Programs. He is also the Co-Chair of OCC's Securities Lending Working Group, a team responsible for developing a set of recommended practices to support automated processing of securities lending.

Mr. Devpura joined OCC in 2016 as an analyst in business and product development where he worked directly with U.S. regulators to implement requirements for various derivative products and market segments. Prior to joining OCC, Mr. Devpura worked in the health care sector, helping certain associations in developing and implementing enterprise risk management solutions.

Mr. Devpura earned a bachelor’s degree in information science and engineering from India and an MBA in finance and international business from Tulane University A.B. Freeman School of Business.

Steve Everett has over 16 years of experience spearheading and advocating for change within the post-trade and market infrastructure landscape. Steve has a proven track record of success leading innovative, market-driven, and client-centric transformations across TradeFI and Digital domains in diverse international markets. His expertise lies in fostering innovation as a cornerstone of client-driven ecosystems. Currently serving as Chief Commercial Officer for CDS and leading TMX's Post Trade Innovation entity, his key focus for 2025 is to continue delivering effective market solutions. This includes expanding Canada's pioneering Triparty Collateral Service, in collaboration with Clearstream, and implementing a range of market-driven initiatives and innovative digital solutions across the post-trade sector.

Ms. Fergerson provides senior counsel and guidance to Brown Brothers Harriman & Co.’s Agency Securities Lending business on a global basis. She has in-depth knowledge of the securities lending industry, its governing agreements and market practices.

Prior to joining Brown Brothers, as a managing director and senior counsel to several internationally known investment banks, Ms. Fergerson was responsible for advising senior management and the sales and trading desks on a variety of legal, regulatory, documentation and transactional legal issues related to financing and structured transactions (including repurchase, securities lending, prime brokerage, forward settling agencies, secured and unsecured loans, and loan trading activities); delivering strategic guidance and advocacy regarding regulatory change; providing direction to the on-boarding and KYC teams to facilitate account opening in compliance with AML and FCPA regulations; and reviewing and approving new business and product lines. In addition to investment banking, Ms. Fergerson has worked on the business side of mortgage origination and finance. She is active in various industry efforts, including ISLA America’s Lending Legal, Tax and Regulatory Subcommittee and SIFMA’s Funding Legal Advisory Committee and Prime Brokerage and Securities Lending Committee, and she writes and lectures on securities finance topics.

Eileen is the global head of trading services sales within J.P. Morgan’s Securities Services business. Eileen began her career in interest rate sales in 2003 and moved thereafter to interest rates exotics trading, both at J.P. Morgan and at Morgan Stanley.

She joined J.P. Morgan’s derivatives clearing business in 2011, initially to build out the rates OTC client clearing franchise. Her product and market responsibilities expanded thereafter, culminating in her leading EMEA derivatives clearing sales from 2016. In May 2022, she moved to her current role, with global sales responsibility for the trading services business, which encompasses agency securities finance, collateral management and tri-party.

Eileen has a first-class degree in natural sciences and management studies from the University of Cambridge.

Brooke Hughes is a vice president of securities finance product supporting our Fidelity Agency Lending® program in our Fidelity Capital MarketsSM division. We offer investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

In this role, Ms. Hughes is a product manager for the agency lending product team and is responsible for all facets of product development.

Vinod Jain is a Strategic Advisor who supports the efforts of the Capital Markets team at Datos Insights, focusing on distributed ledger technology, tokenization, central bank digital currencies, stablecoins, cryptocurrencies, private markets (equity and credit), institutional trading operations, post-trade processing, surveillance (trade, market, and communication), and regulatory compliance across equity, fixed income, and OTC derivatives.

Mr. Lazar has over 35 years of Wall Street finance experience and was most recently a Managing Director and Senior Rates Salesperson at BMO Capital Markets LLC ("BMO") from 2011 to 2023. Prior to joining BMO, Mr. Lazar was Head of Hedge Fund Sales at Quadriserv/AQS Markets from 2008 to 2011. Previously Mr. Lazar was a Director of G10 Rates Sales at UBS Securities LLC. Mr. Lazar's educational background includes an MBA, with Honors, from Regis University and a B.S. in Computer Science from Hofstra University, where he is a member of the Zarb Business School Finance Department Alumni Board.

Jonathan is an expert in a number of regulatory regimes in the transaction reporting, trade reporting, liquidity reporting and prudential supervisory space and spearheads Kaizen’s SFTR quality assurance services.

He has 20 years of front-to-back investment banking experience including 11 years at JP Morgan. Jonathan’s focus over the past seven years has been on the emergence of new regulations covering securities financing, money market reporting and collateral reuse. In this capacity, he has been closely engaged with the FSB, ESMA, ECB and Bank of England and has been at the forefront of educational and advocacy efforts for the Securities Financing Transaction Reporting (SFTR) reporting regime.

Ross Levin brings over two decades of financial and technology expertise. Currently, Ross is spearheading strategic initiatives at Trading Apps, focusing on driving innovation and growth. Previously, he was the Global Head of Securities Lending Product at Wematch.live, driving expansion in U.S. and international markets. Ross managed U.S. self-clearing capabilities at Tiger Securities, where he also spearheaded all securities lending initiatives. As Managing Director at Cowen, he oversaw a middle office system processing over a billion trades annually, managed the implementation of securities finance services, spearheaded a multi-year Broadridge conversion initiative, and developed a Prime Custody model. Additionally, Ross optimized balance sheets at Pleeco, launched a Prime Services business at Itau BBA, and held multiple senior positions at Royal Bank of Scotland.

Gavin Marcus has 20+ years' financial markets experience. Working with financial regulations since 2007, Marcus is currently Director, Global Regulatory Reporting Sales for S&P Global Market Intelligence Cappitech, specialising in selling global regulatory trade and transaction reporting services. Prior to IHS Markit Marcus was a sales consultant for Trax / MarketAxess focusing on regulatory reporting trade and transaction reporting solutions.

Experienced financial services professional with 20 year track record of bringing new and growing business services and products to the industry with a primary focus on the buy side. Strong experience driving product and business strategy, business development, and marketing for institutional financial services organizations. Extensive relationships across the industry and a subject matter expert in collateral and derivatives as well as overall buy side operational needs.

Michael Newallo, CFA CPA is the president of InSecFi Corp. a consulting firm that helps buy side clients optimize their securities finance and collateral management opportunities. Michael has over 25 years of experience in Canadian capital markets and asset management. He is a pioneer for change, and at the forefront of various industry-progressive initiatives. Michael started his career in public accounting as a tax specialist and holds a B.Comm degree from the University of Toronto's Rotman School of Business.

Alvin Oh is the Global Head of Securities Lending Product at Wematch.live LLC, where he leads the development and delivery of technology solutions that enhance trading efficiency and client experience. With a background that spans tactical software development, strategic planning, and product management, Alvin brings a uniquely well-rounded perspective to the evolving landscape of securities finance. At Wematch, he plays a key role in integrating advanced technologies to streamline workflows, drive innovation, and support digital transformation across the industry. Alvin holds degrees from the University of London and Binghamton University and is passionate about building tools that solve real-world problems for traders and operations teams alike.

Matt Peabody is based in Boston and leads the Strategy and Commercialization efforts across BNY’s Agency and Principal Securities Finance business. Matt is uniquely focused on financial resource management, new product enablement and client focused solutions.

Before joining BNY in 2020, Matt was a Managing Director at State Street where he spent 20 years in key roles in Corporate Treasury and Securities Finance. Among his accomplishments, Matt was part of the team that pioneered Sponsored Repo in 2005.

Matt holds a BA from Boston College, and MBA from the F.W. Olin Graduate school of business at Babson College.

after an entry level role at Bankers Trust for several years after college (Roanoke College), he has spent the last twenty-eight years at Interactive Brokers. For the first twenty of those years, that also included a leadership role in IBKRs Treasury group. But throughout his tenure at IBKR, he has led the North American securities lending group; this of course includes not only traditional management responsibilities of the business, but he is also heavily involved in the planning, prioritizing and specification writing associated with technological and system initiatives.

In my role as BBH’s Head of US Securities Lending Relationship Management, I lead a team focused on helping sophisticated institutional investors generate additional revenue and improve fund performance by delivering the right combination of trading expertise, transparency, and risk management for their lending programs.

I joined BBH in 2007 and have held a number of positions across the firm, building expertise in Corporate Actions, Program Management, Network Management, and Custody. I am an active member of BBH’s Affinity Network Community, including BBH’s Women’s Network, and am currently the Global Co-Chair of the Diverse Abilities Allies Network which is dedicated to supporting an inclusive environment for caregivers of and individuals with disabilities.

Additionally, I am one of the Boston Chapter Leads of Women in Securities Finance (WISF). an organization committed to creating a community that fosters connection and promotes inclusion and the advancement of women in the securities finance industry. WISF has chapters in New York, Boston, Chicago, Toronto, and London and is open to members of the securities finance community representing all facets of the industry – from sales and trading, portfolio management, and relationship management to technology, product, legal, and operations.

Colleen Stapleton has over 15 years of experience in the financial services industry. She currently serves as the Product Manager for the MarketAxess Post-Trade Matching platform where she works with buy and sell side firms to improve their post-trade process through automation, developing innovative and creative ways to expand the ‘zero touch’ mentality. Colleen joined MarketAxess in 2019 as a member of the US Business Development team where she was instrumental in growing the US footprint of Repo Match. She continues to champion the need for pre-settlement dual-sided central matching as a way to proactively mitigate the costs associated with avoidable settlement and regulatory exceptions and remove unnecessary and outdated manual processes.

Prior to joining MarketAxess she spent 13 years at JPMorgan where she held many roles across the Fixed Income Markets Middle Office. Most recently, she was Vice President of Client Strategic Initiatives where she focused on expanding the cross-product usage of automated workflow tools focused on T-0 exception management and the FIX point-to-point roll-out.

Colleen graduated from Fordham University with a B.A. in Political Science and Business Administration. She also competed as a NCAA Division I Cross Country and Track & Field athlete. Go Rams! Her passion for racing continues today as she tries to keep up with her three small children, Gus, Hazel, and Ellis. Colleen is very active in her community volunteering her time as various sports coaches and Parent Teacher Association.

Tom joined Pirum in July of 2022 as North American Head of Product, to help Pirum’s expansion into the U.S. post trade market, after spending 11 years at Citibank managing Agency Lending Operations. Tom has 35 years of industry experience, spanning operations, trading, and prime brokerage. Prior to Citi, Tom worked at Daiwa Securities in Operations and Treasury Finance Trading, Barclays Bank in Middle Office, Sales and Treasury Finance Trading, Bank of America in Fixed Income Prime Broker, and Treasury Finance Trading. Wells Fargo managing agency lending operations.

Tom also acted as Co-Chair to the Risk Management Association Operations and Tech committee for 4 consecutive years prior to joining Pirum.

David Weisberger, Co-Founder Emeritus of CoinRoutes, has over 40 years of experience in market structure, quantitative finance, and trading automation. He started his career at Morgan Stanley where he built their first program and electronic trading systems and subsequently started the non-dollar program trading desk for Salomon Brothers, was the global architect of the firm’s equity trading platform where he designed their first trading algorithm and quantitatively managed central risk book before becoming responsible for the statistical arbitrage trading business. He later ran their smart order routing business before joining Two Sigma to develop their wholesale market making business, which he ran for several years. Next, Mr. Weisberger was the global head of equity market structure and quantitative equity products for IHS Markit and, in 2017, co-founded CoinRoutes Inc, which is a market leading provider of algorithmic trading products for institutional crypto market makers, funds and trading firms