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BOSTON
6 May 2025
Dean Bruyns
S&P Global Market Intelligence
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Dean Bruyns
Executive Director
S&P Global Market Intelligence

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.

Paige Carey
State Street
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Paige Carey
Assistant Vice President, Prime Services Trading, Financing Solutions
State Street

Paige Carey is an Assistant Vice President on the Prime Services Trading team for the Financing Solutions division. She is responsible for facilitating coverage of clients’ short positions throughout the lifecycle of trades, while contributing to revenue growth and the enhancement of productive and professional relationships with both demand and supply-side counterparts. She also provides clients with market color and insights into in-demand securities.

Paige joined State Street in 2020, participating in a two-year rotational program. During this time, she supported teams across technology implementation, business continuity, and strategy and analytics. Along with her professional responsibilities, Paige co-leads the Community Engagement Committee for the Massachusetts Chapter of the Professional Women’s Network at State Street.

Paige earned a Bachelor of Science from Boston College, concentrating in Finance and Information Systems.

Amy Caruso
ISDA
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Amy Caruso
Head of Collateral Initiatives
ISDA

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
Pirum
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Ed Corral
Head of Collateral
Pirum

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
OCC
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HarshDevpura
Principal, Product Owner, Securities Finance
OCC

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
TMX
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Steve Everett
Head of Collateral
TMX

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.

Eileen Herlihy
J.P. Morgan
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Eileen Herlihy
Managing Director, Global Head of Trading Services Sales
J.P. Morgan

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
Fidelity Investments
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Brooke Hughes
Vice President, Securities Finance Product
Fidelity Investments

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.

Ms. Hughes has 20+ years of experience at Fidelity and was part of the initial build-out and launch of the Fidelity Agency Lending business in 2019.

Prior to her current role, Ms. Hughes spent time in various product roles within the asset management division of Fidelity. During this time, she was involved with the build-out and product delivery of both equity trading and securities solutions.

Ms. Hughes earned her bachelor of science degree in business administration from Babson College and a MBA from Bryant University. She also holds the Financial Industry Regulatory Authority (FINRA) Series SIE, 7, 24, and 63 licenses.

Andrew Lazar
BUCKLER Securities LLC
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Andrew Lazar
Managing Director, Head of Rates Sales
BUCKLER Securities LLC

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 Lee
Kaizen
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Jonathan Lee
Money Markets Reporting Director
Kaizen

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
Trading Apps
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Ross Levin
Head of Strategy
Trading Apps

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
S&P Global Market Intelligence Cappitech
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Gavin Marcus
Head of Sales Americas
S&P Global Market Intelligence Cappitech

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.

Michael Newallo
 
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Michael Newallo

Mike Norwood
EquiLend
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Mike Norwood
Director, Head of Trading Solutions
EquiLend

Mike Norwood is the Head of Trading Solutions at EquiLend. Norwood is responsible for determining and delivering the product roadmap, vision and strategy for EquiLend Trading, including NGT and the ECS Loan Market, as well as managing a team of business analysts and product strategists. Before becoming Head of Trading Solutions, Norwood led EquiLend’s Post-Trade Solutions team in North America. Prior to joining EquiLend, he spent 12 years at Brown Brothers Harriman, where he was Head of Securities Lending Product Development and Business Technology. He has a B.A. in Economics from the College of the Holy Cross.

Alvin Oh
Wematch.live
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Alvin Oh
Director of Product
Wematch.live

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.

Matthew Peabody
BNY
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Matthew Peabody
Director, Securities Finance Strategy and Commercialization Enablement
BNY

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.

William J Pepe Jr
Interactive Brokers Group
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William J Pepe Jr
Head of Securities Lending, North America
Interactive Brokers Group

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.

Shiv Rao
Sunthay
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Shiv Rao
Chairman and Founder
Sunthay
Jeff Sowell
State Street
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Jeff Sowell
VP, Financing Solutions, Head of Product Strategy North America
State Street

Nancy Steiker
FIS
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Nancy Steiker
Senior Director, Global Securities Finance Product Management, FIS Trading and Processing
FIS

Tom Veneziano
Pirum
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Tom Veneziano
Senior Director, Global Securities Finance Product Management, FIS Trading and Processing
Pirum

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.