Nancy Allen is Head of Data & Analytics Solutions at EquiLend. She has more than 20 years of experience in the global securities finance market. As Head of Data & Analytics Solutions, she has responsibility for the strategic development and growth of the product suite.

Nancy was named Market Data Professional of the Year in 2023 by Waters Technology. She additionally serves as New York Chapter Lead for the Women in Securities Finance.

She has a Bachelor of Science degree in Business/Managerial Economics from Cornell University in Ithaca, New York.

Betsy is a Senior Vice President managing our client relationships in North America. Betsy joined eSecLending in 2022 having begun her financial services career in 1991. Prior to joining eSecLending, Betsy spent nearly 11 years with State Street where she was an agency lending relationship manager before moving into a management role, where she was State Street’s North American Head of Client Management for Agency Lending. Before joining State Street, Betsy spent 6 years at Pipeline Trading Systems; a block-crossing and electronic execution platform, where she assisted with the conceptual introduction and initial product launch. Prior to her role with Pipeline, Betsy was Managing Director of Equity Trading at Columbia Management Advisors (now Columbia Threadneedle Investments). She spent the first 6 years of her career with Fidelity Management & Research Company in various trading and investment related roles. Betsy has a Bachelor of Arts degree from Lafayette College with a concentration in Business Economics and Finance.

Divyesh is Founder & CEO of FinOptSys, Inc. with over 25 years of capital market experience.

Most recently Divyesh was Co-Head of Cross Asset Financing distribution at Bank of Montreal where his focus was on deepening and broadening their client base, including pension plans, sovereign wealth funds, insurance companies, global asset managers as well as hedge funds. Divyesh holds a bachelor’s degree in Mathematics from King’s College, London and is also a Chartered Accountant and a Fellow of the Institute of Chartered Accountants England and Wales.

James Curtis is a vice president, US agency lending trading, for Fidelity Capital Markets, the institutional trading arm of Fidelity Investments, providing innovative trading and technology solutions, as well as execution services, across multiple asset classes for 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, Mr. Curtis is responsible for the negotiation and maintenance of securities lending transactions as well as data analytics for the business line. Fidelity Agency Lending was launched in 2019 to take its affiliated lending program in-house and capitalize on Fidelity’s market positioning and financing expertise.

Prior to joining Fidelity in 2021, Mr. Curtis served as the head of domestic trading for the agency lending group at State Street Bank and Trust beginning in 2017. His responsibilities included managing the trading function, portfolio pricing, and data analytics. Additionally, he worked within the Prime Brokerage division of Nomura International PLC for nine years, and prior to that he had a five-year tenure at JP Morgan Chase in agency lending. He has been in the financial industry since 2002.

Mr. Curtis earned his bachelor of science degree in finance from the University of Warwick. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.

Sal Giglio is President and Chief Revenue Officer of GLMX, a web-based money markets electronic trading platform that provides innovative tools to streamline trading workflows across Pre-, At-, and Post-trade. In these roles, Sal manages the business and administrative functions across the firm including the broker dealer/ATS.

Prior to GLMX, Sal has almost two decades of experience trading interest-rate instruments and possesses comprehensive knowledge of all aspects of the securities financing business. His responsibilities included managing a team of traders, implementing liquidity discipline, navigating interest rate and credit risks and complying with the constantly evolving regulatory landscape. He has worked at several major Wall Street sell-side firms including JP Morgan, Bank of America Merrill Lynch and BNP Paribas.

Sal holds an AB/Economics from Columbia University.

Sarah Holmes is the Global Head of Securities Lending for Brown Brothers Harriman & Co. (BBH). In this role, she oversees product evolution, client engagement, and trading for Securities Lending. Sarah joined BBH in 1995 and previously worked as Chief Administrative Officer within Technology where she oversaw Finance, Workforce Planning, Communications and Oversight. Sarah has also held positions within the Investor Services Relationship Excellence, and Client Service disciplines, and served as Senior HR Business Partner supporting the global Service Delivery division. Sarah has been active with the BBH BANC (Employee Resource Group) networks and is currently the co-chair of the Global Women’s Network and the co-founder of BBH’s Women in Tech (WIT) and Women in Markets (WIM) communities. Sarah holds a B.A. in International Politics & Economics and German from Middlebury College and an MBA from Boston College.

Vinod Jain is a Strategic Advisor who supports the efforts of Aite Novarica Group’s Capital Markets team, focusing on institutional trading operations, post-trade processing, regulatory compliance, digital assets, and private markets. He brings over 20 years of experience in the capital markets across asset classes and has authored articles in leading publications, participated in industry working groups, and is quoted frequently in leading publications.

Areas of research are in blockchain/DLT, private markets, front-office trading technology, post-trade operations and compliance, customer onboarding, securities financing and collateral management, and vendor management.

Igor Kaplun serves as Global Head of Regulatory Reporting Business Development, S&P Global Market Intelligence Cappitech, responsible for leading the expansion of the regulatory reporting capabilities in the Americas. Kaplun has deep expertise in OTC derivatives, G20 regulatory reporting and post trade services. Prior to joining S&P Global Market Intelligence, Kaplun spent 11 years at CME Group, most recently as Head of the North America Trade Repository business. In his early career at CME he worked in the data business focusing on data monetization, strategy, licensing and distribution. Kaplun holds a Bachelor’s in Business Administration and Master’s in International Business from the University of Florida

Travis Keltner is global head of Secured Financing at State Street Global Markets. Travis provides oversight of all principal secured funding trading activities, with a primary focus on client activities related to sponsored member and peer-to-peer repo programs as well as closed end fund financing. Travis also oversees the client collateral trading, analytics and optimization (Venturi) platform as well as the strategy and implementation of global repo financing solutions.

Travis previously played an integral management role as a member of State Street’s Treasury Liquidity Risk and Strategy team, overseeing collateral management strategies and implementing liquidity requirements such as the Basel III Liquidity Coverage Ratio, parallel to driving the bank’s liquidity and funding and balance sheet strategy. Prior to this, Travis worked in funding roles supporting Treasury’s function in Sydney, Australia, where he traded short term portfolios, cash management and foreign exchange while managing the branch’s funding and liquidity position.

Travis started his career at State Street and has a Bachelor’s degree in Economics from Boston College.

Oberon (Obie) Knapp is Executive Director, Participant Solutions and Head of Securities Lending at OCC, the world’s largest equity derivatives clearing organization. In this role, he is responsible for leading OCC’s securities lending strategy and roadmap.

Prior to joining OCC, Mr. Knapp held multiple senior roles at Brown Brothers Harriman. Most recently he led the global product strategy and development for BBH’s Investment Operations and Infomediary businesses, providing a modular and interoperable operating environment for asset owners and asset managers. 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 agents, and as 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.

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.

Gavin Marcus has over 20 years of Financial Markets experience and has been working with Financial Regulations since 2007. He is currently Director Global Regulatory Reporting Sales for S&P Global and specializes in selling Global Regulatory Trade and Transaction Reporting services. Before S&P Global, Gavin was a Sales Consultant for Trax / MarketAxess focusing on Regulatory Reporting Trade and Transaction Reporting Solutions.

Mike is a Managing Director and Global Head of Regulatory Strategy, Industry Affairs, and Tax for BNY Mellon’s Securities Finance business. He is responsible for leading the business’ efforts to identify and capitalize on new opportunities in a changing business, tax, and regulatory environment. Prior to BNY Mellon, 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 and a current committee member of the Securities Lending Committee of the Risk Management Association. He is also a former member of the Board of Directors of the Risk Management Association. Mike holds a BA in economics from Boston College and a Juris Doctorate from Suffolk University Law School.

Tom Poppey is the Head of Product Strategy for Securities Lending, an agency securities lending business providing our clients with incremental return on their investment portfolios. He is responsible for working with clients and trading counterparties to deliver on product capabilities that are highly relevant and competitive. Tom joined the firm in 2008.

Tom served in the United States Marine Corps Reserve and is an active member of BBH’s Military Veterans Network. He is a member of the Boston Securities Analyst Society, the Global Association of Risk Professionals, and is a CFA Charterholder. He received his B.A. in accounting from Bridgewater State College and MBA from Boston College.

Robert Sackett is Head of Prime Financing at Clear Street, where he leads the firm’s stock loan, repo, international stock loan, agency lending, and Delta One activity.

Prior to joining Clear Street, Rob was Head of Prime Brokerage at Mirae Asset Securities. Previously, Rob was Head of Securities Lending at Wells Fargo and Managing Director at TradeStation Securities and Citigroup.

Taryn Siglain is the Global Head of Enhanced Custody at State Street where she is responsible for developing and driving the execution of the business strategy, delivering highly valued solutions to clients and ensuring comprehensive and consistent delivery of services to evolving financing needs.

Before joining State Street, Taryn held a variety of roles during her 15-year tenure at Morgan Stanley including Head of Americas Secured Funding and Collateral Trading, Vice President Investor Relations, Global Head Client Financing Strategy, and Vice President Corporate Treasury.

Taryn serves on the Board of Directors for a NYC-based nonprofit, New Alternatives for Children and she holds a BS in Corporate Finance and Accounting from Bentley University.

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.

Nehal is Head of Securities Finance at Bank of New York Mellon within the Markets Division. Securities Finance includes Agency Securities Lending program and the Principal related activities including FICC’s Cleared Repo, Secured Loan Portfolio and the prime brokerage proxy BorrowDIRECT which facilitates alternative managers borrowing securities. Nehal has global responsibilities for the agency and principal businesses and provides strategic direction for securities lending functions including trading, cash collateral investment, sales, relationship management and business development.

Nehal holds a Bachelor of Arts (BA) in Mathematics from Imperial College London. Nehal serves on the board of trustees for Stevens Cooperative School, New Jersey.

Tom acts as North American Head of Product for Pirum. Prior to Pirum Tom spent 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 prior to joining Pirum.