Speaker Bios

Peter Abric, Head of US Securities Lending, New York, RBC Capital Markets LLC

Peter Abric is the head of US Securities Lending for RBC Capital Markets, where he joined as a Managing Director in its Central Funding Group in June of 2018. In his role, Peter is responsible for overseeing the day to day Equity Financing operation that supports the various trading units within RBC Capital Markets and RBC Bank in the US. This includes day to day flow, secured funding, balance sheet management, business development and technology enhancements. Prior to joining RBC, Peter spent 2 years with Broadridge Financial, where he was a  Vice President in their Global Technology Services group, with a focus on sales and business development for their suite of Securities Finance and Collateral Management technology product offerings. Across his 30+ years of industry experience, Peter has also held senior leadership roles at Wells Fargo, Nomura Securities (Canada), Royal Trust and CIBC World Markets. Peter holds a Bachelor of Commerce (B.Comm) degree from Dalhousie University.

Justin Aldridge, Senior Vice President, Head of Agency Lending, Fidelity Agency Lending

Justin Aldridge is a senior vice president and head of Agency Lending for Fidelity Capital MarketsSM (FCM). Our institutional clients are supported with investment insights, strategies, and solutions, as well as trading services available 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, Mr. Aldridge is responsible for the development and ongoing management and commercialization of the business line. Fidelity Agency Lending® was launched in 2019 to take its affiliated lending program and make it available to other asset managers, insurance companies, pension plans, and other institutions so they can leverage Fidelity’s market positioning and financing expertise. Prior to assuming his current position, Mr. Aldridge served as the head of supply for the Global Securities Finance trading group within Fidelity’s Prime Brokerage unit. His responsibilities included creating the supply-side trading desk and managing the pricing and trading strategy for clients’ long and short activity. Mr. Aldridge was also responsible for a high-touch client service model, servicing some of the firm’s most sophisticated prime brokerage clients. He was instrumental in the development and distribution of PB OptimizeSM, a cloud-based global securities finance and treasury optimization platform for asset managers. Prior to joining Fidelity in 2005, Mr. Aldridge worked in the Securities Finance division of State Street in its Operations and U.S. equity trading groups. He has been in the financial industry since 2001. Mr. Aldridge earned his Bachelor of Science degree in finance from Central Connecticut State University. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 licenses and is the Vice Chair of the International Securities Lending Association (ISLA) America’s board and a Director on ISLA EMEA’s board.

Rachel Andreassian, Head of Product and Market Structure, Provable Markets

Rachel is Provable Markets’ Head of Product and Market Structure. In this role, she helps to shape Provable’s product vision, including integrating relevant industry trends and regulatory changes, and ensuring that vision comes to life by driving the development of the Firm’s Alternative Trading System (ATS), Aurora. Rachel has been with Provable Markets for 3 years, having overseen the launch and continued development of the firm’s Securities Lending trading and lifecycle management solutions. Rachel joined Provable Markets from Liquidnet where she focused on Execution Consulting and the firm’s strategy for automating interactions with the ATS. Prior to Liquidnet, she spent 6 years in electronic trading at Barclays where she managed the Smart Order Router and Execution Algorithms. Rachel’s experience combined with an acute attention to detail has resulted in a deep understanding of market microstructure, trader workflows, and best execution.

Chris Benish, CFA, Senior Portfolio Manager – Asset and Risk Allocation Division, State of Wisconsin Investment Board

Chris Benish, CFA, is a Senior Portfolio Manager in the Asset and Risk Allocation group at the State of Wisconsin Investment Board (SWIB), where he has worked for 18 years. He oversees synthetic replication, passive allocations and leverage implementation for the $140B state pension fund. He also focuses on issues related to securities finance, collateral optimization and liquidity management. Chris also serves as a founding Board member of the Global Peer Financing Association (GPFA).

Yuri Brightly, Senior Vice President, Head of Securities Finance Platform, Fidelity Agency Lending

Yuri Brightly is senior vice president, head of Securities Finance Platform for Fidelity Capital Markets (FCM). 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, Mr. Brightly is responsible for the overall securities finance product development and ongoing management of the platform. Mr. Brightly’s 20+ years of securities finance experience spans across both the Agency Lending and Prime Brokerage space, including his years with Fidelity. In 2018 Mr. Brightly was tasked with overseeing the product development for Fidelity Agency Lending®. Prior to joining Fidelity, Mr. Brightly held various securities finance roles on the agency lending side of the business at State Street and PNC Bank. At PNC he held the role of head of securities lending product development. Mr. Brightly earned a bachelor of arts degree in economics and philosophy from the University of Massachusetts Amherst. He also holds the Financial Industry Regulatory Authority (FINRA) Series SIE, 7, 24, and 63.

Lou Carvajal, Director, US Head of Product Specialist, S&P Global Market Intelligence

Lou joined S&P Global in October 2019 and has over 20 years of experience in the securities finance industry.  He manages a dedicated team of Product Specialists responsible for supporting the large client base in the US across all segments of the industry, including Agent Lenders, Beneficial Owners, Prime Brokers and Hedge Funds.  This encompasses offerings that cover Securities Lending, Repo, Dividend Forecasting, ETF and Index Management data.  Prior to his tenure at S&P Global, Lou honed his expertise on the trading desks of ABN AMRO and Fortis Securities and successfully managed the international securities lending operations team at Barclays Capital. He earned a Bachelor of Arts degree in Mathematics from Susquehanna University.

GuyLaine Charles, Founder, Charles Law PLLC

GuyLaine Charles is the founder of Charles Law PLLC, a boutique law firm where she represents clients in the negotiation of a wide range of financial and commodities agreements including prime brokerage, futures and options, repurchase, securities lending, physical and financial derivatives, NAESBs and EEIs, account control and master forward agreements. She also provides advice on compliance with the complex regulatory scheme that governs these agreements, including working with clients on compliance with the US Treasury clearing mandate and the securities lending reporting mandate. Her clients include proprietary trading funds, hedge funds, asset managers, pension plans, mutual funds, family offices, insurance companies, private equity funds, corporations, financial institutions and market infrastructures. GuyLaine has both big law and boutique law firm experience, having begun her career in private practice at Debevoise & Plimpton, and most recently being a partner at a New York City law firm. GuyLaine has also worked at law firms in Canada and represents clients across North America, Europe and Asia. GuyLaine has presented on derivatives and related matters for clients, financial institutions, as well as industry associations, including the International Swaps and Derivatives Association, the Practising Law Institute, the New York City Bar Association, the Futures Industry Association, the American Bar Association and Morgan Stanley. GuyLaine has also been a guest lecturer at the University of Toronto Faculty of Law, the American University Washington College of Law School, the University of Pennsylvania Law School, and Georgetown Law. GuyLaine also teaches yearly courses on “Energy Derivatives and the ISDA Documentation” and “NAESB Negotiations” at the Oak Leaf Energy Training institute. GuyLaine has been named a leading lawyer in Derivatives by Chambers in the Chambers Global Guide 2025 and the Chambers USA Guide 2024. She is a member of the New York Bar and the Law Society of Ontario.

Michael De Gaglia, Global Head of Securities Finance, Robinhood Securities

Michael is the Global Head of Securities Finance at Robinhood Securities, where he leads all aspects of securities lending, funding and short selling, around the world. With over three decades of experience in prime brokerage, securities lending, and repo, Michael joined Robinhood in 2018 with a mission to democratize securities lending.  Over the past seven years he has scoped, built, and scaled Robinhood’s securities lending business from the ground up, into one of the most dynamic and efficient platforms in the industry.  Under his leadership, the team democratized securities lending for millions of retail customers, consistently provided returns to customers, implemented innovative rebate models, and maintained a spotless regulatory record through rigorous legal and compliance oversight.  Beyond internal excellence, Michael has played a leading role in industry advocacy and transformation. He is Robinhood’s representative on the SIFMA Prime Brokerage Committee and has been an active voice in proposed FINRA rule changes. Prior to his current role, Michael was sought out by Deutsche Bank to build out a customer segregation platform for listed derivatives, otc derivatives, and centrally cleared otc swaps, in response to the implementation of Title VII of the Dodd-Frank Act.  Complete with collateral optimization that included building and executing FX swap, treasury repo, money market and outright treasury portfolio management.  Earlier in his career, Michael held senior roles across securities finance and trading desks at major broker-dealers and prime brokers, contributing to institutional strategy, counterparty relationships, and funding optimization.  Known for his mentorship and deep market insight, Michael has cultivated enduring partnerships with bulge bracket firms and guided his team through periods of rapid growth and regulatory change. Michael is currently pursuing his fifth advanced degree – a JD in securities law from Purdue University — to complement his degrees in economics, finance, business administration, political management, financial planning and entrepreneurship.  His education supports his hands-on involvement with legal and compliance teams and strengthens his ability to bridge the gap between trading, operations, regulation, and customer experience.

Lance Doherty, AVP, Head of Capital Markets, Pacific Life Insurance Company

Lance is the Head of the Capital Markets Group at Pacific Life Insurance Company, overseeing funding agreements, GICs, FHLB funding, and securities lending businesses. He joined Pacific Life in 2006, where he has held various managerial roles in corporate treasury, capital markets, liquidity management, and short-term investing. Prior to Pacific Life, Lance had extensive experience in the financial industry through positions at Barclays Global Investors and Metropolitan West, where he was responsible for securities lending, repurchase trading, fixed income and equity portfolio management. Lance holds a Bachelor of Science degree in Agricultural Business from California Polytechnic State University at San Luis Obispo and an MBA from the University of Southern California.

Anthony Faltorusso, Director of Portfolio Finance and Treasury, Axonic Capital

Anthony Faltorusso is a seasoned finance professional with expertise in repo trading and treasury management. As Director of Portfolio Finance and Treasury at Axonic Capital, Anthony oversees term repo financing for structured products, manages counterparty risk, optimizes cash investments, and negotiates financing agreements to support the firm’s liquidity and funding strategies. Previously, he held senior roles at Premium Point Investments and BNP Paribas. Anthony holds a BBA in Finance from Iona College.

Brad Fryer, Head of Americas, Agency Securities Finance, J.P. Morgan

Brad Fryer is responsible for leading the Americas region for J.P. Morgan’s Agency Securities Finance team.  Brad started his career with JPM’s ASF business and has had roles within the Operations, Product and Trading teams.  Brad has also worked at Morgan Stanley, leading the Firm Funding Sales team, prior to rejoining JPM in 2024 to take on his current role.  Brad is a graduate of Penn State University.

Josh Galper, Managing Principal, Finadium

Josh Galper is the lead for Finadium’s research and consulting practice with an expertise in institutional investments, treasury and financing. Josh has conducted numerous consulting assignments for banks, asset holders, CCPs and technology companies, and is the author of over 60 industry reports as part of the Finadium research subscription. He also writes for Finadium’s online and hard copy magazine, Securities Finance Monitor. Josh has been quoted in most industry publications covering hedge funds, securities finance, collateral management and financial markets. He holds an MBA in Financial Engineering from the MIT Sloan School of Management.

Brooke Gillman, Managing Director, Global Head of Client Relationship Management, eSecLending

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.

Chelsea Grossman,US Asset Owner Client Management, Financing Solutions, State Street

Chelsea Grossman joined State Street Securities Finance in 2010 and currently leads the US Asset Owners Client Management team for the Financing Solutions business. She is responsible for existing customer management, contributing to revenue growth and the enhancement of client relationships in the region. Prior to relocating back to Boston, where she started at State Street, she led the Securities Finance Sales and Client Management areas for the Canadian client base, located in Toronto. Chelsea has a Bachelor’s degree from Boston University in International Relations and a Master of Business Administration (MBA) from the Boston University Questrom School of Business with a concentration in Finance. She is also a Boston Chapter Lead for the Women in Securities Finance industry network.

Glenn Havlicek, CEO & Co-Founder, GLMX

Glenn is a 22-year veteran of JP Morgan Chase where he served as Managing Director responsible for Global Liquidity Management and as Chair of the Liquidity Risk Committee. His responsibilities within the Global Treasury Division included oversight of all debt issuance for JP Morgan Chase and its subsidiaries; development and implementation of the Bank’s asset and liability management process; and establishment of the Bank’s liquidity risk policies. Glenn holds an AB/Economics from Dartmouth College.

Jeff Himstreet, Vice President & Senior Counsel, Regulatory Affairs, Managed Funds Association

Jeff Himstreet is Vice President and Senior Counsel with the MFA’s Global Regulatory Affairs team. In this position, he analyzes and helps shape regulatory and legislative initiatives affecting the private funds industry. Prior to joining the MFA, Jeff was a senior member of the PGIM (Prudential) Fixed Income law team, where he advised on a wide range of investment advisory, private fund, and derivatives matters. Prior to joining PGIM, he was a partner with Bingham McCutchen, where he advised investment advisers, private funds, investment companies, and broker-dealers on asset management and regulatory issues. He has also worked in-house as the chief managed product support for a dually-registered firm and as the chief legal officer for the wealth management division of a regional bank. Before this, he was an attorney with the SEC’s Division of Investment Management. Jeff received his J.D. from the Willamette University College of Law and his LL.M. (with honors) from the Georgetown University Law Center.

Jim Hraska, Managing Director, Head of Client Solutions, Clearing and Settlement Services, DTCC

Jim Hraska is Managing Director, Head of Client Solutions, Clearing and Settlement Services at DTCC. Within this role, he is responsible for the Fixed Income clearing agency product group, overseeing all of FICC’s products and services. He is a key contributor on multiple Clearing Agency Services efforts in identifying and delivering new value-added initiatives, such as expanding buy-side participation in FICC clearing services and the development of the NSCC Secured Financing Trade (SFT) service. In addition, he assists in implementing product and process enhancements to further increase efficiency and reduce risk across the industry. Before DTCC, Jim was at Barclays, where he most recently served as Global Director of Product Management, specializing in financing and structural reform. He has over thirty years of experience in the securities industry with deep knowledge in fixed income and equity financing, fixed income and equity derivatives, financial engineering, reinsurance, structured credit products, futures, and global clearance and custody. He is a long-standing member of SIFMA, where he has served as the Government Operations Chair and as a participant in numerous working groups. Jim served as a member of the Treasury Market Practices Group (TMPG) from the group’s inception through September 2016, supporting integrity and efficiency in the treasury, agency debt, and agency MBS markets. He was also a senior member of the Fed’s Tri-party Reform Task Force, which was responsible for the platform’s risk and liquidity improvements over recent years.

Oberon Knapp, Executive Director, Head of Strategy, OCC

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, solutions consulting and implementations organizations for BBH’s Investment Operations and Infomediary business, an open architecture data platform powering the next generation operating environment for asset managers and financial institutions. 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 agent, and was 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.

Andrea O’Toole, Managing Director, Deputy Chief Counsel, Charles Schwab & Co.

Andrea O’Toole is Managing Director and Deputy Chief Counsel at Charles Schwab & Co., Inc. where she is responsible for coverage of capital markets transactions for the Treasury and CFO functions. Throughout her career, Ms. O’Toole has actively participated in ISDA working groups supporting many key derivatives initiatives, including the 2002 ISDA Equity Derivatives Definitions, the 2006 ISDA Fund Derivatives Definitions, and the 2011 ISDA Equity Derivatives Definitions. In addition to her involvement with ISDA, Ms. O’Toole was the Vice Chair of the SIFMA Prime Brokerage and Securities Lending Committee for over five years. Over the course of her career, Ms. O’Toole has been responsible for coverage of derivatives across asset classes, structured products, prime brokerage, and other capital markets products as in-house counsel at various financial institutions. Prior to joining Charles Schwab & Co., Inc., Ms. O’Toole spent a decade at a large US bank where she was Managing Counsel and Head of Equities Legal, leading the legal team responsible for supporting the lines of business in the Equities division. Ms. O’Toole holds a BBA in Banking and Finance from Hofstra University and a JD from The George Washington University Law School. She is licensed to practice law in New York, Connecticut, and the District of Columbia.

Chad Papson, Americas Head of Buyside Trading Services Sales, J.P. Morgan

Chad Papson is the Americas Head of Buyside Trading Services Sales. He is responsible for the distribution of agency lending, derivatives collateral management, and financing solutions. Chad has over 16 years securities finance experience. He spent nearly a decade at Citi as the senior portfolio manager handling repo, cash collateral reinvestment and matched book trading. Chad later joined Goldman Sachs where he was responsible for financing the firm’s balance sheet in secured unsecured and synthetic formats. Most recently he joined J.P. Morgan in 2023. Chad holds a BS in Economics from Quinnipiac University and an MBA with a specialization in Finance from Northeastern University

Shane Parks, Director, Securities Finance Business Development, BNY

Shane Parks is a Director of Securities Finance Business Development at BNY. Shane joined the bank in July 2023 after nearly 7 years of experience at Morgan Stanley in various roles within their Securities Finance division, including strategy, sales, and trading. His expertise are in financing structures, balance sheet management, resource optimization, and strategic client engagement. In his current role at BNY, Shane is responsible for the North American business development effort, with a focus on engaging new clients and complementing the bank’s existing program – which serves over 400 institutional clients, including public institutions, 40′ act funds, insurance clients, and corporations. Shane is also responsible for managing the securities finance relationships between BNY and the community of borrowers. Shane’s mission is to deliver securities finance solutions while enabling organizations to partner on strategic priorities. Shane is a Summa Cum Laude graduate of Alabama State University, where he earned a Bachelor of Science in Finance in 2017. He holds Series 7 and Series 63 licenses from FINRA.

Nick Seibert, Head of Strategic Relationships, Aquiline Capital Partners

Nick joined Aquiline in 2018 and is head of strategic relationships and a principal at the firm. He contributes expertise gained from his previous position as a director at FT Partners, where he advised clients on sell-side, buy-side, and capital raising transactions across a variety of FinTech verticals.

Francesco “Cesco” Squillacioti, Senior Specialist, Client Solutions, Northern Trust

Francesco “Cesco” Squillacioti, is Senior Specialist in Client Solutions at Northern Trust’s Banking and Markets group, where he works to bring the depth and breadth of Northern’s Banking and Markets products to Northern’s global client base, with particular focus on securities finance. Prior to joining Northern Trust, Cesco spent 33 years at State Street, including 23 of those years in securities finance. His most recent roles were Senior Managing Director, Global Head of Client Management for Securities Finance, and Global Head of Agency Lending. Cesco spent 24 years in Asia, and held a number of senior roles in Tokyo and Hong Kong, including leading various State Street Global Markets entities and businesses in the region. Cesco is a graduate of Tufts University, with a Bachelor of Arts degree in Economics. He also completed a one-year intensive Japanese language program at International Christian University in Tokyo.

John Templeton, Managing Director, Global Head of Securities Finance Sales and Relationship Management, BNY Markets

John is Managing Director and was named Global Head of Securities Finance Sales and Relationship Management for BNY Markets in January 2022.  John joined BNY in 2000 and, prior to assuming his current responsibilities, held a number of business development positions within BNY’s Markets, Global Collateral Services, Broker/ Dealer Services, Global Client Management and Securities Industry Banking divisions, including Americas’ Head of Cross Product Markets Sales (2020 to 2022), Head of Financial Institutions and Intermediaries Sales and Relationship Management for BNY Markets (2014 to 2020), Americas Head of Clearance and Collateral Management Sales (2010 to 2012), and Client Executive (2003-2010).

John Vinci, Managing Director, Head of Secured Funding and Collateral Management, DTCC

John Vinci is Managing Director, Head of Secured Funding and Collateral Management at DTCC where he is responsible for leading the firm’s Secured Finance Transaction (SFT) Clearing service. Within this role, he oversees DTCC’s secured funding services as well as collateral management. Previously, John was Managing Director and Head of Relationship Management for DTCC’s SIFMU businesses (DTC, NSCC and FICC), as well as Wealth Management and Mutual Funds. Prior to this, John was responsible for DTCC’s Core Services Product Development where he helped to create the SFT Clearing service that he now leads. Before DTCC, he served as the Head of Global Product Management and Strategy at The Bank of New York Mellon Corporation where he led product management and strategy for BNY Mellon Broker-Dealer Services. Before BNY Mellon, John held various roles at JP Morgan Chase and Bankers Trust. Over the course of his career, John has gained over 30 years of experience across the financial services industry with an extensive background in operations, product design, strategy, and business and risk management. John holds a bachelor’s in economics and finance from the University of Scranton.

Laura Weiss, Senior Legal Counsel, Northern Trust

Laura Weiss is Senior Vice President and Senior Legal Counsel for The Northern Trust Company. Laura represents Northern Trust’s securities finance business. Prior to joining Northern Trust, Laura practiced in the Chicago office of the transactions department at Winston & Strawn LLP, where she focused her practice in the area of corporate finance. Laura graduated with a Bachelor of Arts in Mathematics and Economics from Pomona College and with honors from The University of Chicago Law School. She is admitted to practice law in Illinois.

Jennifer Xu, Portfolio Manager, Balance Sheet Management Group, GIC

Jennifer Xu is a Portfolio Manager at GIC’s Balance Sheet Management Group. She joined GIC in 2020 and is based in the New York office. In her current role, Jennifer manages the team’s synthetic portfolio, focusing on optimizing synthetic and physical exposures across equities and fixed income in the North American regions. Her expertise includes synthetic financing, collateral management, and financial resource optimization. Prior to joining GIC, Jennifer was an Index Trader at Deutsche Bank’s Delta One desk. She holds a Master’s degree in Economics from Vanderbilt University and is a Chartered Financial Analyst (CFA) charter holder.