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.

Chelsea Devereaux joined State Street Securities Finance in 2010 and currently leads the North American Client Management team for the Agency Lending business. She is responsible for existing customer management across Agency Lending, contributing to revenue growth and the enhancement of client relationships in the region. Prior to relocating back to Boston, where she started at State Street, she led the Securities Finance Sales and Client Management areas for the Canadian client base, located in Toronto. She has a Bachelor’s degree from Boston University in International Relations and a Master of Business Administration (MBA) from the Boston University Questrom School of Business with a concentration in Finance.

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.

Andy Hill is a Manging Director and Co-Head of ICMA’s Market Practice and Regulatory Policy team. During his time at ICMA Andy has been responsible, globally, for ICMA’s work related to Secondary Bond Markets as well as Repo and Collateral.

Prior to joining ICMA in 2014, Andy was a repo and short-rates trader for close to twenty years, ten years of which he was an Executive Director at Goldman Sachs. He has also worked as a consultant in the Aid and Development sector, specialising in program evaluation and monitoring, and primarily based in Cambodia. Andy has previously served on the Board of the Cambodian NGO Education Partnership in Phnom Penh while awarded a Goldman Sachs Public Service Fellowship.

Andy holds a BSc (Hons) in Business Studies from Bayes Business School, University of London, an MSc in Poverty Reduction and Development Management from the University of Birmingham, and in 2023 he graduated the Massachusetts Institute of Technology Applied Data Science Program with “exception”.

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.

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.

Nathaniel is the Head of Electronic Trading for Agency Securities Lending at State Street, one of the world’s largest securities finance providers with over $5 trillion of lendable assets.

As Head of Electronic Trading, Nathaniel is responsible for shaping and executing the vision and strategic direction for electronic trading, quantitative pricing and inventory optimization, automated strategies, and digital innovation within Agency Securities Lending – including the implementation of AI and emerging technologies such as distributed ledger technology. His team’s mission is to leverage technology to mobilize and monetize client assets while commercializing State Street’s electronic trading capabilities. His team owns the models, algorithms, and platforms that power electronic trading.

Nathaniel manages low-touch trading desks in Boston and London leads the technology roadmap for electronic trading infrastructure globally.

He is a member of the International Securities Lending Association’s FinTech and Innovation Committee (FIC) and EMEA Digital Steering Group and is an active participant in the FIX Trading Community Securities Lending Working Group.

Nathaniel earned a B.S. in Finance with a minor in Computer Science from Roger Williams University, where he was named an NCAA Division III Scholar All-American in wrestling. Outside of securities finance, he volunteers as an assistant wrestling coach at Stoughton High School in Massachusetts.

As Managing Director of Trading, Mark is responsible for US equity and US fixed income lending, enhancing existing trading strategies and trading new mandates for securities lending clients. Mark joined eSecLending in 2015 after beginning his financial services career at State Street in 2009. Mark received his Bachelor of Science from Elon University and received his MBA from Babson College in 2019.

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.

Prior to joining JPMorgan in August 2025, Brian worked at State Street where he was most recently Managing Director of business development in the Financing Solutions division, responsible for new client acquisitions for the following products: Prime Brokerage, principal term lending, agency lending, FICC sponsored repo, and peer-to-peer.

Earlier in his career, Brian ran equity derivatives sales at Natixis, and worked in Delta One sales at Merrill Lynch, Societe Generale, Royal Bank of Scotland, and ING.

Brian holds a Bachelor of Administration from Union College and a Master of Business Administration from Fordham University with a specialization in Finance and Investment Management.

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.

Alice Elizabeth OTHIGO is Global Product Manager at BNP Paribas’ Securities Services business in the Americas and responsible for Middle Office, OTC and Collateral solutions product development and strategy.

Alice Elizabeth has more than 20 years of professional experience working at BNP Paribas in Paris and New York. She started her career as Client Account Manager, held several Operational management roles before transitioning into Product development of Custody and Asset Servicing solutions. Alice Elizabeth then joined the Investment & Administration Services department and relocated to New York where she oversees regional product development and U.S. Treasury Clearing business strategy.

Joseph Pirro is a Director and Head of Securities Finance Product for Equity Lending and Repo in the Americas at ING Financial Markets LLC, ING’s U.S. broker‑dealer. He is responsible for defining and executing U.S. securities lending (SBL) trading strategies, with a focus on inventory optimization and client coverage.

Joseph joined ING in 2014 and has held several roles within Global Securities Finance. He initially managed all hard‑to‑borrow flow and later co‑managed the U.S. Funding and Liability Management desk. Prior to ING, Joseph held multiple roles at Vanguard, where he was responsible for securities lending on behalf of institutional funds.

Joseph holds a Bachelor of Science in Economics from the University of Delaware and an MBA from Villanova University.

Mullika is a quantitative researcher at State Street Associates, where she works on data driven solutions across securities finance and foreign exchange markets. Her work focuses on building predictive models for securities finance using proprietary indicators and market factors. She also develops AI-based tools that empower trading desks to derive insights more efficiently and improve decision making. Mullika holds a B.S. in Quantitative Economics from Tufts University and is a CFA Level III candidate.

Sasha Sitsker is a Solutions Engineer at EquiLend, guiding institutional clients on their adoption of systems, solutions and innovative financial technologies into their securities lending business. He has been with EquiLend for 4 years and has over a decade of experience spanning across private credit, asset-based lending, wealth management and digital asset trading (As an Account Manager at CoinSmart, and Cryptocurrency trader). Sasha brings a unique, cross-market perspective to the user experience within the evolving securities finance ecosystem.

Neelan Pavan is a seasoned financial services professional with over 15 years of expertise specializing in securities finance, fixed income, and post-trade product management. Currently, he serves as a Technical Product Manager on the Post‑Trade Product team at MarketAxess in London, where he drives innovation in trade matching and regulatory reporting solutions tailored for near‑real‑time exception detection and resolution.

Previously, Neelan built his credentials as Product Manager for Fixed Income & Repo at Pirum Systems (2017–2023), developing market-leading capabilities for collateral and risk management. His earlier tenure at Commerzbank AG (2009–2015) culminated in his role as Assistant Vice President covering short‑term interest rates and repo operations. He also held positions at Dresdner Kleinwort, Deutsche Bank, and the Bank of England.

Olivia Russell is vice president of sales at GLMX, a global financial technology firm that provides electronic trading for securities finance products. Olivia has spent the past six years at GLMX growing the subscriber base across repo, securities lending, and money markets.

Olivia holds a Bachelor of Science degree in Finance from Fairfield University.

Sofia Pavlidou is a product leader for Central Clearing Services on BNY’s Global Collateral Platform, which manages over $7 trillion of collateral worldwide. Based in New York, she is responsible for the end-to-end build and market launch of products for the U.S. Treasury repo market in light of the SEC’s mandatory clearing rule, including the launch of FICC’s Collateral-in-Lieu Service and the development of a Done Away Triparty service.

Prior to that, she held product and sales roles in London across BNY’s Treasury Services, Markets, Pershing, and Depositary Receipts businesses. Sofia holds a First-Class Honors BSc in Management from the University of Bath.

Nancy Steiker drives the strategy and direction of global securities lending products and associated solution components within the FIS Trading and Processing business.

Nancy is a seasoned industry expert focused on securities finance and collateral within the capital markets and prime brokerage industry and brings over 20 years of industry experience to her role at FIS. Previously she fulfilled a variety of executive roles within the industry including business development for post-trade products in the Americas and roles in global trading, operations, and collateral management.

Jeff leads product strategy and development for State Street’s Secured Financing (repo), Agency Lending, and Prime Services businesses. Jeff and his team build innovative products and thoughtfully enhance State Street’s core businesses to keep pace with client trends, market developments, and changes in the regulatory landscape. In the repo space, Jeff is focused on the continued expansion of State Street’s market‑leading U.S. Treasury cleared repo program, including the development of new access models for a global client base driven by the SEC’s U.S. Treasury clearing mandate. He recently led the launch of State Street’s client‑facing cleared repo solution through Eurex Clearing AG, as well as the firm’s Agency Repo offering. Prior to his current role, Jeff spent five years as a repo trader on State Street’s trading desk, bringing deep market and operational expertise to his product leadership responsibilities.

Sonya Sultchouk is an Agency Securities Finance Trader Analyst at JPMorgan, currently in the third and final rotation of the Securities Services Leadership Programme — a selective 2.5-year rotational programme — where she is focused on fixed income corporate bonds.

Having previously rotated through Product Development on the Client Data Distribution team and Relationship Management within Agency Securities Finance, Sonya brings a broad perspective across the securities services business.

Sonya graduated from Loyola University Maryland before joining JPMorgan upon graduation. Outside of work, she enjoys travelling, Pilates, and visiting family in Poland.

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 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—including U.S. Treasury central clearing and SEC Rule 10c1a reporting.

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.

Jon Whiting is a vice president and international and fixed income agency lending team leader with Fidelity Capital Markets, the institutional trading arm of Fidelity Investments that provides trading products and services to a wide array of clients, including buy-side institutions, hedge funds, other financial institutions, and Fidelity’s retail, correspondent, and advisor businesses.

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, Mr. Whiting is the head of Fidelity Agency Lending’s U.S. Treasury and international equity trading groups and manages the distribution strategy, performance, and developmental road map of each product line. Prior to joining Fidelity in March 2020, Mr. Whiting spent 17 years at State Street Bank in its Global Markets division.

In his last role at State Street, he was the Securities Finance (SF) global head of Product Strategy, managing key expansion initiatives and the strategic product pipeline across all SF business lines. Prior to this role, Mr. Whiting was the global head of International Equity Trading for State Street’s Agency Lending business. Prior to joining State Street in 2003, he was an equity trader for Heartland Securities in Boston, MA.

Mr. Whiting was on the board of directors of EquiLend Holdings LLC from 2016 to 2019. Mr. Whiting earned his bachelor of arts degree in economics from Cornell University in Ithaca, NY. He holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 24