TradeTech Swaps & Derivatives

Marguerite Yates

Marguerite Yates, Advisor to the Secretary General, Autorité des Marchés Financiers (AMF)
Marguerite Yates has performed many roles in the banking and financial services industry, including private banking, commercial banking, investment banking and asset management. She led Paribas’ custody and securities lending business, was Chief Compliance officer for Paribas, then Head of Risk, Audit and Compliance for AXA Investment Managers, and subsequently joined the AMF, French securities regulator. Her current areas of focus are the identification of emerging issues in product innovation and market structures and European convergence.

Roger Barton

Roger Barton is the Founder of Financial Reform Consultancy, specializing in the strategic and practical implications of financial regulatory reform. Previously, Barton was a Managing Director at Tradeweb, where he served as head of Tradeweb’s European and Asian business. Until 2005, Barton headed European e-commerce at Goldman Sachs, during which time he worked with a range of e-commerce platform providers. Earlier on in his time at Goldman Sachs, which began in 1994, Barton also acted as Co-Chief Operating Officer for the firm's futures business before moving to BrokerTec, to initiate the development of futures trading and clearing facilities. Before joining Goldman Sachs, Barton was extensively involved in the setting up and subsequent development of the London International Financial Futures and Options Exchange (LIFFE).

Matthias Graulich

Matthias Graulich was named an Executive Director at Eurex in 2007. He is currently heading the Clearing Initiatives section and leading EurexOTC Clear for Interest Rate Swaps.
Before that he was responsible for the implementation of Eurex Credit Clear – Eurex Clearing’s OTC clearing service for Credit Default Swaps.
Since joining the Deutsche Börse Group in 2001, he has held a number of leadership and project management positions at Deutsche Börse and Eurex for various strategic projects, amongst others, the merger and integration of the International Securities Exchange in 2007.
Matthias holds a Master of Business Administration degree from the Fuqua School of Business at Duke University in North Carolina.

Giuseppe Insalaco

Giuseppe comes from a long career in the Asset Management industry working as FX and derivatives trader, treasurer, head of multi-asset trading and execution desks, and COO. He joined the Central Bank of Ireland in 2011, after an experience as founder in a start-up company to establish a pan-European Multilateral Trading Facility for certificates of deposit and commercial paper for retail and institutional clients.He is responsible for Trading and Market Infrastructure within the Markets Policy Division, which covers clearing, settlement, and trading venues. He also represents the Central Bank in ESMA Post Trade Standing Committee, where he was heavily involved in the drafting of EMIR technical standards, ESAs Task Force on Financial Infrastructure, drafting technical standards for non-centrally-cleared derivatives under EMIR, OTC Regulatory Forum, IOSCO Standing Committee 2 on secondary markets, and is technical advisor to the Department of Finance for the CSD Regulation and Shadow Banking dossiers in the coming 2013 Irish Presidency of the European Council.Giuseppe holds a degree in Political Economics from Bocconi University in Milan, and an MBA from UCD Smurfit School of Business in Dublin.

Charlie Longden

Charlie Longden is the CEO of LCH.Clearnet’s CDSClear service which offers central clearing for Credit Default Swaps since March 2010. Charlie leads the development of CDSClear within the context of an evolving regulatory landscape. The launch in 2012 of an international clearing offering brings real choice to the international CDS market.
Charlie has over 25 years experience in the credit markets. He joined LCH.Clearnet in late 2011 from Markit where he was Managing Director, fixed income, heading up the development of new credit services, including establishing the evaluated Bond platform, as well as managing the CDS business in Europe.
Prior to Markit Charlie Longden worked for 12 years at ABN Amro where he was Global Head of Credit Trading and Eco-Markets. During his time at ABN Amro, Charlie was instrumental in the establishment of a number of key initiatives, including iBoxx Notes in 2002, the forerunner of iTraxx / CDX.

Jane Lowe

Jane Lowe is Director, Markets, for the Investment Management Association, where she lobbies on behalf of asset managers. From 1995 to 2002 she worked at the Financial Services Authority as a markets regulator with responsibility for regulating the London Stock Exchange, the derivatives exchanges and clearing houses. Prior to that, she worked for 15 years in the City, for ED&F Man Group plc, Jardine Matheson Group plc and for ABN Amro. She is a Fellow of the Institute of Chartered Secretaries and a history postgraduate.

Vincent Dessard

- Draft position papers on behalf of EFAMA on various legal domains related to capital market issues e.g. (i) MiFID II; and (ii) European Regulation on OTC derivatives, central counterparties and trade repositories (EMIR); and (iii) Market Abuse; and (iv) Risk Management; and- Draft and negotiate with European Council, the European Parliament and the European Commission legislative proposals and amendments on MiFID II- Provide information on those various files to the European Securities and Markets Authority (ESMA) on capital markets issues.- Advise on implementation at national level of the covered EU legislation; and- Lead and manage various experts’ working groups especially working on transparency, liquidity management and risk management that are headed by CIOs and CROs of major international asset management companies; and- Educate, within the Association and its members, on the various trading instruments and techniques used in asset management, including their possible relationship to shadow banking.

Felix Ertl

Felix Ertl , Vice President BVI Bundesverband Investment und Asset Management e.V. Felix Ertl is within the BVI legal department responsible for regulatory and operational trade and post trade issues and fund industry standards. BVI Bundesverband Investment and Asset Management represents the interests of the German investment fund and asset management industry. Its 83 members currently handle assets of EUR 1.7 trillion both in mutual funds and mandates. BVI`s members directly and indirectly manage the capital of 64 million private clients in 21 million households. Previously, he worked at PriceWaterhouseCoopers AG, WPG and BNP Paribas Securities Services.

Ido de Geus

Ido de Geus studied Econometrics at the University of Groningen in the Netherlands. He started his career in 1995 at Rabobank International as Interest Rate Swaptrader. In 2001 he moved to PGGM, the second largest pension fund in the Netherlands.In 2007 he became head of Treasury and Client Portfolio Management. He is responsible for the liquidity management, collateral management, securities finance activities, currency hedging and the derivatives infrastructure of PGGM. PGGM has more than € 100 billion assets under management, and manages the assets of five Dutch pension funds.

Alex McDonald

Alex McDonald has been CEO of Wholesale Market Brokers Association (“WMBA”) since 2009. WMBA member firms are global Wholesale Market Brokers providing, inter-alia, OTC intermediation services in the cash and derivative Rate, Credit, Foreign Exchange, Equity and Commodity marketplaces. Our members collectively have a physical presence in all major financial capitals globally as well as many secondary financial centres and provide intermediation services to, among others, customers in all 27 EU member states. Furthermore, WMBA members firms arrange the vast majority of OTC derivative transactions executed daily around the world.WMBA member firms are limited activity firms that act as non risk-taking intermediaries with a principal client base made up of global banks, primary dealers, leading regional banks, government agencies, asset managers, oil companies and energy generators/utilities. Our primary function is to source, develop, manage and publicise liquidity pools for our customers to assist them in their global risk mitigation processes.Prior to joining WMBA, Alex has spent his career in Banking and Fund Management.He has over twenty years of experience as a macro trader and portfolio manager, most recently he was a senior portfolio manager at BSAM Global Alpha Fund and prior to that a portfolio manager in global macro, at OLEA Capital Partners and at BlueCrest Capital focusing on commodities, fixed-income and currencies worldwide. Additionally, he was a Director, in charge of Emerging Markets and currency trading at CSFB for eight years, and prior to that he was Executive Director at Goldman Sachs on their fixed-income proprietary trading desk. He joined JP Morgan in 1988 and subsequently traded with and managed their futures, fixed income arbitrage and FX teams. He holds an MA from Cambridge University in Geophysics/Geochemistry.

Fergus Pery

Fergus Pery is a Director at Citi and EMEA Head of OpenCollateral, a business within Citi Transaction Services providing collateral management services for asset managers, insurance companies, regional banks and public sector clients.

Fergus leads the product's strategy, development and delivery in the region and is responsible for ensuring the OpenCollateral solution meets clients current and future requirements for counterparty risk mitigation, transparency and efficiency. In this role he works closely with Citi's OTC Clearing and Derivatives Middle Office functions to deliver an end-to-end derivatives capability for investor clients.

Fergus joined Citi from J.P. Morgan where he was responsible for collateral management sales in Europe. Prior to this, Fergus spent two years with Fitch Ratings leading business development of derivatives services, having previously held a variety of sales and product management roles in the financial software industry. Fergus began his career in the technology sector, has a degree in Engineering from Oxford University and is a Chartered Engineer.

Jaki Walsh

Jaki Walsh joined CME Group in January 2013 as Head of EMEA OTC Products based in the London office. Walsh works closely with the buy and sell side to provide specialist knowledge of CME Group’s increasing range of cross asset class OTC solutions for the Europe, Middle East and African regions. She is responsible for helping customers to understand the practical options and implications of CME Group’s solutions in areas such as legal documentation, client protection, account structure and collateral management.
Previously, Walsh was the Group Derivatives Operational Officer for F&C Management Ltd and also spent six years in Credit Risk roles within Investment Banking. She is ASI qualified and holds a Chartered Institute for Securities and Investment Certificate.

Jeremy Bezant

Dr. Jeremy Bezant is an independent buy-side consultant and works with fund management firms and market participants focussing on trading of derivatives and related instruments. Previously he was Head of Business Management in the Investment Team at Aviva Investors (formerly Morley Fund Management). There he was Global Head of Derivatives and also responsible for the management and strategic development of the Investment team. He left Aviva in 2009 to launch a new retail fund management company TCF Investment, focussing on Asset Allocation using ETFs. Later he also founded an equity derivatives trading platform. Aside from his role on the Investment Committee of TCF Investment, he works with institutional fund management firms on derivatives trading and in particular the impact of regulatory driven market change. Jez joined the investment industry in 1996 as a private client stockbroker with Morgan Stockbroking in Australia. Jez holds a PhD in Applied Statistical Genetics from the University of Birmingham in the UK.

Rob Catterall

                                                                                                                                           

Yann L’Huillier

Yann is the CFT Group Chief Information Officer since April 2010, in his capacity he oversees the Group IT Strategy, development, deployment and support of current and new technology. Before taking his role at CFT, he led the development, integration and technological deployment of the Turquoise's trading platform. From 2003 to 2007 he was the CIO of the Boston Stock Exchange where he oversaw trading system R&D and created LeveL Alternative Trading System and his innovative 'dark book' market as well as the new BeX lit or 'bright book'. He had previously worked at The Toronto Stock Exchange where he was in charge of the complete overhaul of the Trading technology for the Senior and Junior equity market.
He is at the Board of Director of Enyx, a Company specialized in FPGA technology and frequently speaks in technology conference, is a recognized expert electronic trading technology both in North American and in Europe.

Simon Maisey

                                                                                                                                           

Rien Jeuken

Rien Jeuken joint De Nederlandsche Bank in November 1999 and has participated in several BIS working groups focusing on OTC derivatives and financial stability. Currently he is a member of the Financial Stability Board Implementation Group for the Legal Entity Identifier project.Prior to joining De Nederlandsche Bank, he was platform manager at ABN AMRO Global Transaction Services.

Paul Bedford

Vincent Dessard

- Draft position papers on behalf of EFAMA on various legal domains related to capital market issues e.g. (i) MiFID II; and (ii) European Regulation on OTC derivatives, central counterparties and trade repositories (EMIR); and (iii) Market Abuse; and (iv) Risk Management; and- Draft and negotiate with European Council, the European Parliament and the European Commission legislative proposals and amendments on MiFID II- Provide information on those various files to the European Securities and Markets Authority (ESMA) on capital markets issues.- Advise on implementation at national level of the covered EU legislation; and- Lead and manage various experts’ working groups especially working on transparency, liquidity management and risk management that are headed by CIOs and CROs of major international asset management companies; and- Educate, within the Association and its members, on the various trading instruments and techniques used in asset management, including their possible relationship to shadow banking.

Gary Wright

Gary Wright, MCSI, C.E.O. B.I.S.S. Research has been active in the Securities industry since 1969 and during an impressive career in the City has held senior positions in some of the world’s top financial institutions. During his career he has been involved in numerous industry committees covering the many initiatives that have shaped today’s securities markets. He has run a number of industry workshops, training/advise sessions and roundtables and has been a guest lecturer at Reading University and at the ICMA. An accomplished chairman, speaker and commentator on the many changes in global financial services, he is regularly sort for his forthright opinions and independent analysis. Gary is an active member of both the Operations and IT Forum committees of the CISI. His blogs, articles, white papers and reports are published world-wide both on the web, in the press and trade journals.