Frank Ambrosi, Director and Head of US Collateral Management & Funding, Scotiabank
Frank Ambrosi is Director and Head of US Collateral Management & Funding at Scotiabank, where he has worked since 2009. In his current role he is responsible for USD fixed income client financing, the secured funding of all capital market products and manages Scotia’s Short-Term Interest Rate Trading efforts. He sits on Scotia’s US Asset/Liability Committee and US Market & Liquidity Risk Committee and also helps direct the bank’s global centralized funding and balance sheet maintenance initiatives. Prior to Scotia, Frank spent 12 years in securities lending beginning with Merrill Lynch Portfolio Services and all its subsequent iterations: Metropolitan West, Wachovia and Wells Fargo Global Securities Lending. In that time, Frank has held increasing rolls including Head of Lending and Head of Portfolio Reinvestment. Previous to securities lending, Frank held positions as an Assistant Portfolio Manager at Fischer, Francis, Trees and Watts as well as being an Assistant Trader on the floor of the NYSE for Kidder Peabody. Frank holds an MBA and a BS in finance and marketing from Fordham University.
Joanne Crisafi, Managing Director, Money Markets & Repo, Tradeweb
Joanne Crisafi is a Managing Director at Tradeweb, overseeing all Institutional Money Market and Repo products. She manages key relationships with major buy and sell-side market participants and was an integral part of the Tradeweb team that helped develop and launch the firm’s bilateral repo platform in the U.S. in 2017. Prior to joining Tradeweb in 2011, Joanne spent more than 15 years at Citigroup. She was Managing Director on the Finance Desk assuming responsibility for Structured Finance and MBS products at the firm. Joanne holds FINRA Series 3, 7, and 63 licenses.
Debbie Cunningham, Chief Investment Officer of Global Liquidity Markets, Federated Hermes
Debbie Cunningham is chief investment officer of Global Liquidity Markets. She joined Federated in 1981 as a performance analyst and has more than 30 years of investment experience. Since 1990 she has been a portfolio manager for all government and prime liquidity products. In 1994 she took over the management of the taxable liquidity group. In addition to the domestic Taxable Liquidity portfolios, Debbie also oversees the management of the domestic Tax-Exempt Liquidity portfolios as well as the Offshore Liquidity products. She is a current member of the CFA Society of Pittsburgh and previously held the title of director and president. Debbie earned her MBA from Robert Morris University and a bachelor’s degree from Duquesne University. She is also a CFA charterholder.
John Falcone, Head of Portfolio Finance, Field Street Capital Management, LLC
As Head of Portfolio Finance, John manages the liability funding, capital optimization, and short-term cash investment strategies of a G7 rates and MBS relative value and macro hedge fund. He also sits on the firm’s counterparty committee which manages the full range of trading relationships with its liquidity providers. Prior to joining FSCM in the treasury role, John was a Senior Trader/Analyst on the Markets Desk of the Federal Reserve Bank of New York, and held money market trading and sales roles at primary dealers.
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.
Laura Klimpel, Managing Director, Core Business Development Executive, DTCC
Laura Klimpel is Managing Director, Core Business Development Executive and is responsible for all Systemically Important Financial Market Utility (SIFMU) business development. In this role, Laura supports the development and implementation of overall strategy and priority of initiatives for DTCC’s SIFMU businesses and works with cross-functional teams and industry partners to devise strategies for building new products and services for SIFMU businesses that mitigate risk, create market efficiencies and reduce costs. Prior to her current role, Laura was General Counsel and Chief Compliance Officer at New York Portfolio Clearing, LLC (NYPC) for four years. During this time she led the effort to obtain registration as a derivatives clearing organization (DCO) and approvals for the “one-pot” cross-margining of interest rate futures cleared by NYPC with fixed income cash instruments. She also drafted and reviewed rules, policies and procedures for compliance with various regulations. Laura spent three years at Cleary Gottlieb Steen & Hamilton LLP and focused primarily on US commodities and derivatives regulation, including the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010. Laura received her B.A. degree, summa cum laude, from Truman State University in 1999 and her J.D. degree, cum laude, from Cornell University in 2007. She is a member of the New York Bar.
Matt Peabody, Director, Principal Securities Finance, BNY Mellon
Matt Peabody is the Director of Principal Securities Finance team at BNY Mellon. Matt previously worked at State Street Bank and Trust Co., where he served as the primary resource and subject matter expert for the firm’s FICC sponsored member repo program (SMP). Matt has a deep technical knowledge of sponsored repo and plays a central role in BNY Mellon’s strategy, platform design and ongoing commercialization efforts. He supports various teams across the enterprise by educating stakeholders and prospects on the opportunities and risks of sponsored membership. He is also the day-to-day front-office project lead for a range of SMP-related initiatives and keeps abreast of, and pursues, SMP related industry developments around the globe.
Brian Ruane, Chief Executive Officer, BNY Mellon Government Securities Services Corp. and Clearance & Collateral Management
Brian Ruane is the Chief Executive Officer of BNY Mellon Government Securities Services Corp. and Clearance & Collateral Management, and is a member of both the BNY Mellon and Pershing Executive Committees. He is also responsible for client-relationship teams serving banks, broker-dealers, investment advisors and alternative asset managers. Brian is the executive sponsor for GENEDGE, a BNY Mellon employee resource group. Brian is a member of the Board of Directors of Promontory Interfinancial Network. He was a key voice on the Federal Reserve Bank of New York’s Tri‐Party Repo Infrastructure Reform Task Force, which drove system changes designed to ensure that the tri‐party repo market functions effectively and efficiently. He also served on the Federal Reserve Bank of New York’s Working Committee on The Future of the U.S. Government Securities Markets in 2004.
Prior to his current role, Brian was CEO of Pershing Prime Services and CEO of BNY Mellon’s Alternative Investment Services business. He also served on the Board of Directors and Audit & Risk Committee of The Bank of New York Mellon SA/NV, Belgium, from 2008 to 2014. Brian is a member of the Dean’s Advisory Board of Hofstra University’s Frank G. Zarb School of Business, from which he received an MBA in International Finance. Brian is also a member of the Chartered Association of Certified Accountants (ACCA) and is FINRA Series 7, 24, 63 and 66 licensed.
Matthew Scharpf, Vice President Fixed Income Sales, Eurex
Matthew Scharpf is the vice-president of Fixed Income Sales for Eurex in the Exchange-Traded Derivatives (ETD) space as well as in Eurex’s Funding & Financing space. Prior to his seven years at Eurex, Matthew was involved with business development and software sales at the trading and charting platform company CQG and for eight years traded relative-value spreads in CME/CBOT fixed income and commodity futures at Chicago prop shop, Traditum. Matthew earned his degree in Mechanical Engineering from the University of Dayton.