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.

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.

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 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 brings over two decades of financial and technology expertise, currently heading product development for Trading Apps and leading the GlobeNet securities finance processing initiative. 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.

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.

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.