Fiona Adams leads global product development for Agency Financing at BNY. Bringing 20+ years of operations, middle-office and product strategy experience from Barclays, HSBC and a fintech start-up, she now leads BNY’s Securities Finance expansion including opening new markets, delivering innovative client solutions and developing digital strategy to drive transformation across the securities finance ecosystem.

Harpreet has nearly 20 years’ experience in the securities financing business and is currently based in London, where she leads the Agency Securities Finance franchise across EMEA. She is responsible for the performance and growth of the regional business, including trading, client coverage, product strategy and cash reinvestment.

Harpreet began her career in J.P Morgan in 1999, and has held a number of roles across the firm. Before moving into securities financing, she spent 5 years as an internal auditor within Investor Services, and earlier in her career worked as legal entity financial controller with responsibility for controls and accounting advisory.

Harpreet sits on the International Securities Lending Association’s Board of Directors and is also a member of the Bank of England Securities Lending Committee. Passionate about gender diversity and inclusion, she co-leads Women in Securities Finance, London, an independent industry group which champions the advancement of women across the Securities Finance industry. Harpreet holds a first class Honours degree in Business and Financial Services.

Tina is Head of Legal Services at ISLA, where she oversees all aspects of our legal documentation and opinions work for the benefit of ISLA members. This includes the management of our various legal working groups and streams to determine new and ongoing priorities and initiatives, as well as the relationships with external counsel and our netting opinions provider, aosphere.

Tina is also ISLA’s lead for ISLA Connects. ISLA Connects was launched by ISLA in 2024, with the aim of providing a forum for ISLA member firm representatives employed in the securities financing industry to connect, and enable ISLA to reach market participants who may not have the opportunity to interact with us via ISLA working groups or attend our annual conferences or other regional events.

Tina is a securities lending professional, having spent 11 years at Deutsche Bank in a senior Sales and Marketing role in the Equity financing team. Prior to joining Deutsche Bank, Tina worked in a sales and relationship management role supporting the securities lending trading desk at Morgan Stanley.

José Maria Brandão de Brito concluded the Economics degree at ISEG-UTL in 1994, after which he joined the Research Department of the Monetary Authority of Macau. He obtained a Ph.D. degree in Economics from the University of Birmingham with a thesis on monetary and financial topics.

Back in Portugal, he spent 6 years as a research economist at the Bank of Portugal and published papers on trade and monetary economics in international refereed journals. In 2006, he moved to Millenniumbcp, where he held the position of chief economist and head of sustainability and cryptoassets.

He has published several op-ed articles in local and international newspapers, including the “Financial Times” and the “Handelsblatt”. Since 2024, he serves as Deputy Finance Minister and for the Budget.

Matt manages the Financing department for NBIM. His team is responsible for cash management and securities lending on the combined equity and fixed income portfolio. Prior to joining NBIM in 2002 on the Equity Trading desk, he worked at BlackRock and Morgan Stanley.

Ina Budh-Raja joined ISLA in December 2025 as Chief Executive Officer responsible for the development of ISLA’s growth strategy and overseeing its core activities to help build a more transparent, efficient, resilient and reputationally robust foundation for the market.

Prior to ISLA, Ina spent 7 years at BNY, across a number of roles including Global Head of Securities Finance Regulatory Strategy, Public Policy & Industry Affairs, where she was responsible for leading the business’ efforts to identify new opportunities in a changing regulatory environment. Prior to BNY, Ina held both commercial and legal roles across the industry over 20 years, including as managing counsel for securities finance at State Street and Deutsche Bank, covering the agency lending, principal lending, equity finance and money markets desks. Ina is a qualified lawyer with an active practicing certificate (Law Society of England & Wales) and is also a member of the Bank of England Money Markets and Securities Lending Committees and is Co-Chair of the Bank of England UK Money Markets Code Sub-Committee.

Ina was a Director on the ISLA Board from 2019-2022 and was subsequently appointed as Chair of the Board of ISLA from 2022-2025, during which time the organisation grew significantly, with Ina playing a considerable role in the establishment of ISLA’s affiliate, ISLA Americas. She also championed the launch of ISLA’s future talent initiative, ISLA Connects. As well as being ISLA’s first female Chair and CEO, Ina is co-lead of the London chapter of Women in Securities Finance.

Adam Chaput is an Executive Director at Morgan Stanley and EMEA Head of Securities Lending Trading and Supply in London. With more than 10 years of experience in securities lending and equity synthetic financing, he specializes in hard-to-borrow markets, corporate events, and MENA market financing and execution strategies. Prior to London, he managed Morgan Stanley’s US ETF securities lending trading business in New York.

Matt Collins is a Managing Director & Co-Head of Securities Lending & Delta One Structured Products (DSP) Trading for the Americas at Morgan Stanley, based in New York. Matt joined the firm in 2010 and spent 8 years in London, mostly serving as the Head of Securities Lending for EMEA. Matt started his career in corporate finance at Dresdner Kleinwort Wasserstein before moving to Société Générale’s equity finance trading team in 2004. Matt has served on the Bank of England’s Securities Lending Committee and as a non-executive director for The International Securities Lending Association (ISLA) and Morgan Stanley’s strategic equity investments. Matt holds a Bachelor’s degree in Economics & Economic History from The University of York.

Alessandro Cozzani is a Managing Director and Head of Asset Optimization Group (AOG) for EMEA and APAC at Bank of America. He is globally responsible for collateral trading and funding for the Equity Division.

Alessandro leads the team responsible for funding the Equity Division as well as managing its balance sheet, capital and liquidity usage across legal entities. AOG focus on regulatory changes and requirements for the individual Lines of Business (LoB), acting as the central point of contact with Treasury and CFO Risk. Alessandro also works with Finance to implement asset and RWA targets and limits for the Equity Division. Alessandro manages and trades all these functions as a central hub, providing pricing to each LoB for their financing requirements and optimizing the Division’s inventory.

Prior to joining Bank of America in 2013, Alessandro spent 3 years at Citigroup where he headed the Americas Equity Funding Desk. Before that, Alessandro was with Morgan Stanley where he began his career working in the Equity Finance Desk.

Alessandro holds a MEng from Imperial College London. He is Deputy Chair of the International Securities Lending Association (ISLA). He is also a member of the Bank of England’s UK Money Markets Code Sub-Committee.

Adrian joined ISLA in January 2019 as Head of Market Structure, Digital & RegTech. In this role, he manages the associations work on regulation, technology, and market practices of the EMEA Securities Lending markets.

Adrian has over 30 years of experience in financial services including diverse roles in product development, business analysis, IT development, trading, and operations at BNP Paribas, Barclays and BNY. Prior to joining ISLA Adrian was head of product development for SFTR at IHS Market.

Christian is a Director in the Resource Management Group at Barclays. He has experience across investment banking and specialist experience in securities financing and prime brokerage overseeing capital, leverage and liquidity. He graduated from the University of Cambridge with a degree in Economics and is formerly a CFA charter holder.

Ben has been in the market for 25 years with 20 years of trading experience, 17 of which have been at HSBC.

Ernst Dolce is CEO and Co-Founder of Banqora, a London-based fintech specialising in post-trade infrastructure, agentic workflows, and AI-driven data analytics. He has a proven track record of generating revenue across a €300 billion securities financing portfolio and developing innovative solutions for banks, insurers, pension funds, hedge funds, and asset managers.

With over 20 years in the financial industry, Ernst previously led AXA Investment Managers’ Liquidity Solutions business and trading activities in repo and securities lending (2019–2022). He served as Head of Structuring and Solutions Development at AXA IM (2016–2019), Senior Structurer (2013–2015), and Senior Investment Risk Manager (2006–2013). Earlier roles include Quantitative Analyst positions at CDC IXIS AM and QuantElligence.

Ernst holds an MSc in Mathematics and Computer Science from the University of Lyon II and an MSc in Financial Engineering from ESLSCA Paris.

Curtis joined HSBC in 2013 and has worked in the securities financing market since 2015. Since 2015 Curtis has actively traded securities lending across all asset classes, regions and time-zones including Americas, APAC, Europe, and Middle East where he transacted/executed the first ever stock loan transactions in the countries of Saudi Arabia, Qatar and Dubai. Curtis is currently responsible for managing HSBC’s global coverage and end-to-end execution in agency securities lending, agency financing, and agency repo. Curtis is a Master (MSc) in Finance and Economics with Merit from the London School of Economics, and a BSc in Economics with 1st class distinction from the University of Nottingham. Curtis is a fully accredited Chartered Financial Analyst (CFA), holding this professional qualification since 2017.

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.

Jalal has over 23 years of experience in financial markets across multiple functions covering global markets and asset classes.

He is currently Head of Securities Division at SNB Capital where he has held additional roles such as Head of Custody & Securities Services, Head of Trading and Sales Trading in the Securities division since 2019.

Prior to that he held positions including Head of Institutional Brokerage, Head of Treasury, Sales Trading and Portfolio Manager for various financial institutions and listed companies in the USA, UAE and Saudi Arabia during his career.

Jalal graduated with a bachelors degree in Business Administration from Virginia Tech in 2002; he previously held SEC licenses of Series 7 and 63 in the USA, various CISI licenses in the UAE and currently an active CME license in Saudi Arabia.

Mark is a serial entrepreneur with a track record of building companies that serve the Capital Markets.

Capital Credit Ratings, founded in 2022, fills an important infrastructural gap in the Global Capital Markets – providing regulated Credit Ratings for buy-side funds. Co-Founded with Tom Aubrey, the company will provide Banks, Asset Managers and large Funds with services designed to reduce transactional friction and promote the alignment of capital with risk.

Alongside his business partner Donal Smith, he co-founded Credit Benchmark in 2013, introducing the world’s most comprehensive source of consensus credit risk data.

In 1994, Mark spotted an opportunity to provide customers in the securities financing industry with independent specialist advice and services. Data Explorers became the leading provider of securities lending data across all global market sectors. The company continues to operate – now trading as part of S&P Securities Finance.

Alex is General Counsel at Sharegain, a capital markets fintech specialising in retail securities lending. She has over 14 years of experience across capital markets and financial regulation, with a particular focus on the intersection of technology and regulatory frameworks in the context of retail securities lending programmes. At Sharegain, she oversees the legal function across both EMEA and US operations, advising on how technology can be deployed responsibly to scale securities lending across jurisdictions.

Prior to Sharegain, she trained and practised at Latham & Watkins in Paris and London as part of the Corporate department, advising on complex cross-border transactions across structured finance, derivatives, equity financing, and debt capital markets. Alex is a regular external voice on retail investor protection, programme transparency, and the regulatory evolution of the securities lending market.

Fran joined ISLA Americas in 2024 as Chief Executive and Head of Business, leading advocacy efforts with policymakers and regulators while collaborating with the board and ISLA EMEA on the Association’s objectives to ensure the needs and requirements of member firms across the Americas are met.

Prior to joining ISLA Americas, Fran spent 22 years at the Risk Management Association (RMA), with the last 16 focused on Capital Markets Risk and Securities Lending. His role encompassed securities lending, regulatory outreach, and various risk management functions, including funding, traded market risk, liquidity, counterparty risk, collateral management, model risk, and country risk.

Fran completed the University of Pennsylvania’s RMA/Wharton Advanced Risk Management Program as well as receiving his Master of Business Administration in Finance in addition to International Business from Philadelphia University, and has a Bachelor of Science in Economics from The Pennsylvania State University.

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.

Keren has over 20 years of experience in capital markets and fintech, first as a trader at a pioneering algo-trading company; then as a lawyer in the legal department at the Tel Aviv stock exchange; and today, as Deputy CEO & Chief of Staff of Sharegain, the global B2B capital markets fintech. Keren is a board member of the International Securities Lending Association.

Hitesh Harduth is the Head and Product Owner of Standard Bank’s Investor Services Securities Lending and Borrowing business and currently serves as Chairman of the South African Securities Lending Association (SASLA). As a seasoned leader with over 20 years in the securities lending industry, he brings deep expertise across operations, collateral management, and trading. His perspectives are shaped by a career that spans Settlements, Collateral Management, and senior trading roles, providing a holistic understanding of market structure, participant behaviour, and regulatory evolution.

Hitesh is recognised for his ability to translate market complexity into practical insights, contribute to industry‑wide initiatives, and represent the South African securities lending community on key platforms. He holds a Business Management Diploma from Boston City Campus (Johannesburg).

Thomas Hoang is Director and Global Head of Client – Product Solutions Delivery in Securities Finance at Citi Investor Services.

Prior to Citi, Thomas worked in portfolio management at a large New York-based financial guaranty insurance company that provides credit enhancement for debt obligations.

Thomas started his career in debt capital markets in Project and Public Finance origination, syndications, and portfolio management. His responsibilities spanned all stages of the transaction life cycle from new deal sourcing, structuring, to managing the bank syndicate to closing and post-closing in portfolio management/client servicing.

Earlier in his career, Thomas interned at the White House in the Executive Office of the President under President Barack Obama and worked on global financial and energy policies. Prior to the White House, he served in the New York State Executive Chamber under Governor Andrew M. Cuomo, where he was responsible for state-wide energy efficiency and finance initiatives.

Thomas joined Citi in 2017 as part of the firm’s Financial Management Associate Program, a leadership development program for MBA graduates. Since then, he has worked in various roles including Finance, Risk-Weighted Assets, Comprehensive Capital Analysis and Review, Chief Operating Officer Office, and Product.

Thomas is a graduate of the London School of Economics and Political Science, Columbia University, and Baruch College – Zicklin School of Business.

Tony joined ISLA in September 2023 as a Regulatory & Markets Consultant, and in April 2024 Tony accepted a permanent position at ISLA as Director of Market Practice.

Based in London, and working closely with a cross-section of industry stakeholders, Tony is focused on supporting the continuous alignment and further development of ISLA Best Practices. This considers, amongst other things, aspects such as legal frameworks and constructs, digital and technology, market operating models, peer associations’ standards, as well as regulatory impacts (including T+1).

Tony brings with him over 30 years of financial markets experience working in senior operational roles across the buy and sell side. Prior to joining ISLA, Tony was most recently the SFTR SME at MUFG Securities EMEA Plc.

Bertrand joined FleishmanHillard Brussels in 2010, where he advises many clients across several regulatory and reputational issues arising from Europe’s financial services, digital and macro-political agendas. Between 2004 and 2010, Bertrand ran European Public Affairs for the Association for Financial Markets in Europe (AFME) in London. Between 1995 and 2004, Bertrand worked as a capital markets transactional lawyer at Bankers Trust, then Deutsche Bank, in London and Paris. Bertrand started his career as a UK solicitor with the international law firm Linklaters in 1992. He holds a Master Degree in English and French Law (Honors) from King’s College, London, and Panthéon Sorbonne University, Paris.

Seha Islam is a banking and capital markets executive at the forefront of digital assets transformation, helping banks, fintechs, market infrastructure providers, and crypto-native firms design and operationalize businesses across custody, trading, wealth, stablecoins, tokenized deposits, payments, derivatives, lending, and tokenized securities. He works with boards, C-suite leaders, and product teams to define strategy, prototype solutions, and build the capabilities required to operate in regulated environments. Seha has contributed to key industry initiatives, including the ISDA Standard Initial Margin Model (SIMM), GDF Global Cryptoasset Standards, and the ISDA/GDF U.S. Tokenized Money Market Fund Working Group.

Yalini Isweran serves as Executive Director Product Management of DTCC Digital Assets where she leads the strategy, direction, and roadmap prioritization for the DTCC Digital Launchpad.

Prior to DTCC, Yalini was Managing Director, Head of Digital Liquidity Solutions at State Street where she oversaw development of State Street’s digital strategy leveraging the firm’s emerging technology infrastructure to provide enhanced liquidity and treasury management solutions for clients. In this role, she built the organizational structure to establish the new division. Yalini also held positions in corporate strategy, foreign exchange and collateral management during her tenure at State Street and at BNY Melon.

Yalini holds a Bachelor of Science in Economics from the University of Southampton and is based in DTCC’s London office.

Gesa leads the Global Collateral Platform at BNY. Servicing our global client base, BNY manages, optimizes, moves and keeps safe more than $7.8 trillion in collateral assets every day.

As the Executive Platform Owner, she is responsible for the vision of the platform, accountable for commercial outcomes and maintaining critical oversight of the business’ risks and regulatory obligations.

She serves on the Board of ISDA (International Swaps and Derivatives Association) since 2021, taking an active role to support ISDA’s strategic goals to foster safe and efficient derivatives markets as the Chair of the Product & Infrastructure Committee.

Gesa has over 25 years industry experience. Prior to joining BNY in 2013, she spent 10 years at Eurex Clearing and led the product strategy of the CCP.

Gesa has also previously held senior roles at KPMG and Deutsche Bank. Gesa is a member of Women in Securities Finance and Leading Ladies in Finance in Germany.

The Product team leads the innovation agenda for the securities lending business, to ensure we develop effective solutions on behalf of our clients. The group’s remit also includes planning the business’ strategic direction, regulatory engagement and market structure initiatives. Prior to this, Mr. Kaiser was responsible for Securities Lending clients in EMEA and APAC.

Mr. Kaiser’s service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to joining BGI, Mr. Kaiser worked for Commerzbank in a variety of positions, including Mergers & Acquisitions, Corporate Banking, Investor Relations and Asset Management in London, Shanghai, Frankfurt and Singapore. Mr. Kaiser represents BlackRock on the board of the International Securities Lending Association (ISLA). He earned a BA degree in finance from University of Cooperative Education Mosbach and an MSc in business management and economics from University of Trier.

Pierre Khemdoudi is the co-founder and CEO of Gentek.ai, a pure-play agentic workflow platform focused on automating complex business processes in regulated environments. Gentek enables organizations to streamline intricate workflows such as regulatory reporting and energy market operations. With over 25 years of experience across capital markets and technology in North America, Europe, and Asia, Pierre has built industry-leading solutions at scale. He previously led the global Regulatory Solutions division at S&P Global, including the transaction reporting product suite, which he took from inception to adoption by over 500 institutions through both organic growth and strategic acquisitions. Earlier, as a Partner at IHS Markit, he led data and analytics solutions.

Roanna Kim is Managing Director & Head of Prime Brokerage within the Central Funding Group at RBC Capital Markets, joining RBC in 2018. Roanna has over 25 years of experience in the financial services industry with the majority of her career spent within the Securities Finance value chain through roles as an agency lending trader, sales and relationship manager, and a principal borrower for a broker dealer. After a career break, Roanna was a 2018 recipient of the VersaFi Return to Bay Street (RTBS) Award and later received an Executive Leaders Award in 2021.

Roanna is a recognised female leader through her work as a Toronto chapter co-Lead with Women in Securities Finance, and a co-chair of an RBC Capital Markets ERG, RWomen. Roanna currently serves as President on the CASLA (Canadian Securities Lending Association) board providing consulting services to CASLA for the oversight of its daily operations, administration, and finance while supporting the CASLA Board of Directors and its sub-committees.

Oberon Knapp joins Digital Asset after 25 years building at the intersection of securities finance, clearing infrastructure, and broader capital markets. Most recently as Head of Strategy and GM of Securities FInance at Options Clearing Corp, and previously at State Street, eSecLending, and BBH.

At Digital Asset, Obie leads the firm’s institutional equities and derivatives strategy, partnering with the world’s most sophisticated financial institutions to build the next generation of capital markets on the Canton Network.

Farrah joined ISLA in September 2019 and in January 2026 became Head of Advocacy, Public Policy & Regulatory Strategy.

Farrah provides invaluable support to this strategically important part of the Association’s focus, by working with the various workstream coordinators to monitor and assess EMEA financial regulations, including Tax, that have potential to impact the securities lending market.

Farrah reviews regulatory implementation, consultations and manages industry working groups, whilst monitoring updates from policy makers & National Competent Authorities to maintain best practice documentation.

Prior to ISLA, Farrah occupied client service and desk support roles within derivatives and securities lending middle office, as well as in asset servicing operations, for J.P Morgan Chase.

Dr. Jakub Michalik joined Euronext in June 2025 as Chief Policy Officer and Member of the Executive Committee. Mr. Michalik leads group’s public policy strategy and engagement with policymakers and regulators across financial markets, energy and technology sectors.

Prior to joining Euronext Mr. Michalik served for 11 years at the European Securities and Markets Authority (ESMA), most recently as Head of International, Institutional Affairs and Communications, leading ESMA’s policy and stakeholder engagement on European and global levels. From 2011 to 2014, Mr. Michalik served as a Parliamentary Adviser to MEP Wolf Klinz on the Committee on Economic and Monetary Affairs (ECON) of the European Parliament. Earlier in his career, Mr Michalik worked on financial regulatory matters for an international banking group, an asset management company, and a law firm.

Mr. Michalik earned his PhD in Law from University of Vienna and his Magister in Law from University of Graz, and holds the professional qualification as a solicitor. He is a frequent conference speaker, regular university lecturer, and active researcher in the area of banking and capital markets regulation.

Patrick Morrissey is currently the Head of Product Development 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.

Matthew (Matt) Neville is the Head of Agency Lending Trading for EMEA at State Street. Matt is responsible for global clients across equities and fixed income products and has over 25 years securities finance experience spanning both agency and principal trading, sales, collateral management and funding optimisation.
Matt is Vice Chair of the board of ISLA (International Securities Lending Association) and is an industry representative on the Bank of England Securities Lending and Repo Committee.
He is also a Chartered Member of the Chartered Institute for Securities and Investment.
State Street provides experienced securities lending capabilities and supplies liquidity across more than 45 markets, worldwide, via Securities Finance offices and trading desks located throughout the Americas, Europe/Middle-East/Africa and Asia/Pacific regions.

Ed is Managing Director, Product Development at eSecLending (Europe) Ltd. and is responsible for leading the company’s product development efforts focused on new markets, collateral and liquidity solutions and regulatory initiatives. Ed joined eSecLending in 2010 having begun his financial services career in 1988. Prior to joining eSecLending, Ed held positions at Data Explorers (now part of S&P Global), Northern Trust, Baring Asset Management and Lloyds Bank. Ed is an Advisor to the Executive Committee of the Securities Finance Association Asia Pacific.

David Rowan is today’s leading speaker on how emerging technologies will impact business — and how leaders should prepare now. He’s given more than 700 keynotes around the world, and has moderated events for the World Economic Forum, WIRED, the biggest global companies, and governments. As founding Editor-in-Chief of WIRED magazine in the UK, David came to know the founders of WhatsApp, LinkedIn, Google, Didi, Spotify, Twitter and countless other ambitious start ups from Tel Aviv to Shenzhen. His best-selling book, “Non-Bullshit Innovation: 17 Proven Ways To Transform How You Work” (Penguin), is a 20-country quest to identify genuine innovation in the face of technology-led disruption. The book sets out 17 proven strategies for futureproofing a successful business — from “Turn products into services” to “Build an ecosystem”.

David spends his time at tech’s cutting edge: visiting university research labs and start up clusters to meet the people building the future. He’s invested in more than 180 early-stage tech companies, including 8 that became billion-dollar “unicorns”, and runs venture funds that invest in health-tech and climate-tech. Currently he’s working on a book on how business leaders are using culture to attract and motivate exceptional talent, at a time when AI risks commodifying entire sectors.

David has been a technology columnist for The Times, GQ, Condé Nast Traveller and The Sunday Times, and at WIRED he built a conference and a consulting business. And he is still searching for the future.

His recent themes include:
• How to think about human talent in the AI era
• How to understand the impact of generative AI
• What exponential technologies mean for the next five years in retail/real estate/finance/media/healthcare, etc
• What a 20-country quest taught me about building an authentic culture of innovation
• What AI agents tell us about the future of the workplace
• Why culture is the true business differentiator in a world of exponential tech
• What talent wants in the new world of work

Over a 25 year period Dan has managed Supply, Hedge Fund Sales Trading and Swap flow desks across Europe and Asia-Pacific offices for several sell side banks. Currently Dan manages the Supply business for European and Middle East markets in BNP Paribas Global Markets, including preparation of the business for the T+1 transition.

Cassie von Sprecher, CFA, is a Managing Director and Global Head of Agency Lending Sales at Deutsche Bank. She leads the firm’s global agency lending and cash investment solutions sales strategy, driving growth and overseeing regional teams to deliver tailored financing solutions to clients worldwide.

Prior to joining Deutsche Bank, Cassie spent more than a decade at State Street in progressively senior leadership roles across North America and EMEA. Most recently, she served as Managing Director and EMEA Head of Financing Solutions Sales and Client Management, where she led multi‑country teams across Agency Lending, Prime Brokerage, and Repo. She also played a key role in establishing State Street’s international repo desk and oversaw the launch of the firm’s triparty and collateral management solutions sales teams. Cassie began her career in analytics and trading, developing capital optimization strategies for State Street’s balance sheet.

Cassie is a CFA Charterholder and an active member of several industry associations.

Marton Szigeti is the Clearstream Global Head of Collateral, Lending and Liquidity. He joined
Clearstream in July 2020 as the Head of Sales for the UK and Americas prior to moving into his current position. Prior to joining Clearstream, Marton spent 7 years at Deutsche Bank, where he held a variety of senior roles including Managing Director, Global Head of Sales for Securities Services and was most recently Managing Director, Head of Platform Sales for Global Markets. During his time at Deutsche Bank, Marton co-chaired the Capital and Risk Committee for the Global Transaction Bank where he was responsible for managing the balance sheet and financial and non-financial risk for all institutional clients. Prior to this he spent time at Goldman Sachs and J.P. Morgan where he focused on market structure strategy and principal strategic investments. Marton holds a degree in
Electronics and Communications Engineering from RMIT.

Paul Tagliareni is a Managing Director and the Head of ISG Resource Management at Morgan Stanley.
In his current role, Paul oversees the balance sheet, liquidity and capital optimization for the Institutional Securities Group [ISG], which includes the Fixed Income and Equity Divisions. Prior to his current role, Paul was the Americas COO for the Client Financing, Securities Lending and XVA Businesses.

Prior to joining Morgan Stanley, Paul worked in finance as a repo and government trading product controller at various financial institutions.

Paul received his B.S. at The Pennsylvania State University and his MBA from The Leonard N. Stern School of Business at New York University.

Sharon Terry is a Securities Lending Specialist at L&G Asset Management, responsible for the oversight, development and governance of securities lending activity. She works closely with agent lenders, custodians and internal risk, legal and compliance teams to ensure robust programme design, control and transparency across equity and fixed income lending.

Previously, Sharon was a Securities Finance Trader at BNY Mellon and within Aviva’s in house securities lending programme, with hands on experience across equity and fixed income lending, as well as repo and reverse repo execution for money market and LDI funds. She brings a strong front to back understanding of securities finance markets, risk and operating models.

Johanne is head of the EMEA Institutional Sales Trading team within European Prime Brokerage. She joined Goldman Sachs in 2010 as an associate and was named managing director in 2021.
Prior to joining the firm, Johanne began her career in Equity Finance at BlackRock.
Johanne earned an MS in Quantitative Finance and Risk Management from Bocconi University in 2006.

Geoffrey Yu is the Senior Markets Strategist for European, Middle Eastern and Asian markets at BNY, specializing in currencies, asset allocation, and China’s economy, policymaking, and politics. He is a regular contributor on Bloomberg and CNBC and previously spent 15 years with UBS across senior FX strategy and Wealth Management roles, as well as serving as the United Kingdom’s CIO. Geoffrey holds a BA in Math and Economics from Carleton College and an MSc in Finance from the London School of Economics.

Diego Zuluaga is an Executive Director at the Office of Government and Regulatory Affairs at Goldman Sachs, where he covers a range of policy and regulatory topics including digital assets, trading and post-trade, AI, governance, and supervision. Prior to joining the firm in 2022, Diego was a consultant focused on financial technology at Fingleton in London, and before that he was Associate Director for Financial Regulation Studies at the Cato Institute in Washington, DC. Originally from Bilbao, Diego was educated at McGill University and the University of Oxford.