November 20, 2019

Advisory Board

#FTFCMD

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Eric Bolisay, VP, Head of Derivatives Strategic Operations, T Rowe Price

Eric Bolisay is a Vice President within T. Rowe Price’s Investment Operations and Head of Derivatives Strategic Operations.  Within that role, Eric is responsible for the build out and global support of OTC, cleared, and listed derivatives trading operations at T. Rowe Price.  Eric is chairman of the Complex Products Committee and a member of the Investment Derivatives Committee, in addition to a member of several derivatives-related working groups.  He is a vice president of T. Rowe Price Group, Inc. Eric has over ten years of derivatives and risk management experience and joined T. Rowe Price from MetLife, where he was a Director and Head of Derivatives Risk & Analytics and Collateral Management within Global Investment Operations.  Prior to MetLife, Eric worked at PricewaterhouseCoopers where he provided derivatives and risk management consulting and advisory services to financial services firms. Eric is graduate of the University of Pennsylvania with a bachelor’s degree in applied science.

Jaime A. Madell, Managing Director, Legal Counsel, Guggenheim Partners Investment Management, LLC

Mr. Madell is head of derivatives legal at Guggenheim Partners Investment Management, LLC. In this capacity, he oversees the negotiation, structuring and implementation of derivatives (and related) transactions and regulatory and advocacy matters in connection with the same. Prior to joining Guggenheim, Mr. Madell was an attorney at the law firm of Paul, Weiss, Rifkind, Wharton & Garrison LLP, where he represented numerous buy-side and sell-side institutions in their derivatives (and related) matters. Mr. Madell received his B.A. in Music from Columbia University in 2006, his M.M. in Music from Northwestern University School of Music in 2007 and his J.D. from New York University in 2011. Prior to his career in law, Mr. Madell was a researcher in the field of music neuropsychology.

Lauren Gutierrez, Vice President, Goldman Sachs Asset Management

Lauren is a Vice President in the America’s Client Business at Goldman Sachs Asset Management (GSAM). She is globally responsible for collateral management opportunities for uncleared swaps and cleared derivatives. Previously, she was a senior member of the Global Risk Management team in the Investment Management Division (IMD), overseeing portfolio and liquidity risk management for GSAM. As part of the Liquidity Risk team, Lauren coordinated the division’s cash management policy, liquidity sizing and thresholds across the GSAM fund complex. Prior to joining the firm in 2010, Lauren worked for the Asset Management practice of Ernst & Young as a New York state CPA. She graduated magna cum laude from Southern Methodist University, with a B.A. in Foreign Languages & Literature and a B.B.A. in Accounting. Lauren earned an MBA in Finance from the Stern School of Business at New York University. She holds FINRA series 7 and 63 licenses.

Eugene Grygo, Chief Content Officer, Financial Technologies Forum

Eugene Grygo the chief content officer of FTF News, is a business and technology journalist with 31 years of experience. Most recently, he managed a Dow Jones website for breaking news about investment banking, the private equity sector, asset managers, the pension fund industry, structured products and trading technology. Grygo has been covering Wall Street since 1997.He helped launch SCREEN Markets in 2007 and served as editor of SCREEN Magazine. The groundbreaking publication focused on the major market data and financial technology management issues that challenge global institutions. He was also the founding editor of Trading Technology Week, a global newsletter of exclusive news about the IT systems sell-side firms implemented for mission critical transactions.As for accolades, he won the 2000 Gold Award from the American Society of Business Publication Editors for a feature story on an IT project at the US Mint. In addition, editors at Incisive Media and InfoWorld spotlighted his achievements via internal awards. He is an alumnus of The Pennsylvania State University where he earned degrees in journalism and history. He is also an award-winning playwright.

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- Christina Hebert, Babson Capital Management (Understanding the Securities Industry Attendee)

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- SecOps Attendee

Speakers were numerous and great. All highly qualified to speak and provided excellent insight into our industry.  

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The SecOps conference is a valuable forum for peers to network and discuss the real issues operations professionals face in their business. Our session discussing the reality vs. ideal world scenarios was well received and sparked ongoing discussions beyond the session itself.  

- Bob Leaper, PanoVista.Co LLC (SecOps Attendee)

The conference was very informative and relevant for the current state of derivative regulations.  

- Michael Daley, Director of Fixed Income Operations, Loomis Sayles (DerivOps Attendee)

You always have insightful subject matter experts on your panels.  

- David Gallagher, VP, Collateral Management, Lombard Risk (DerivOps Attendee)

The conference provides relevant industry insights from practitioners for practitioners.  

- Björn Schumburg, Senior Business Consultant, Derivatives Implementation, SimCorp Canada (DerivOps Attendee)

The event is essential for anyone who has a portfolio of derivatives or supports clients who have exposure to derivatives.  

- Frank Lupica, Director, DTCC (DerivOps Attendee)

Excellent.  

- Robert Boese, Director, Debt and Derivative Operations, Freddie Mac (DerivOps Attendee)

I thought the conference was very useful and provided its participants with ideas for how to address some of the challenges that Dodd-Frank regulations present.  

- Shannon Pacheco, Head of Operations, MEAG New York Corporation (DerivOps Attendee)

The speakers and topics covered were timely and very relevant to the current market environment.  

- Robert Ferryman, Director of Operations, Mizuho Capital Markets (DerivOps Attendee)

The conference gave a very informative overview of the challenges faced by the industry currently.  It targeted at specific initiatives and regulations which are critical to derivative operations.  

- Jessica Lua, Senior Vice President, Head, Trade Operations, GIC (DerivOps Attendee)

This was one of the best DerivOps conferences that has been put together.  

- Kathryn Landuyt, Securities Analyst, OTC Derivatives, PPM America (DerivOps Attendee)

The mix of presentations and panel discussions was great. Thank you!  

- Sandy MacLean, Senior Operations Analyst, Reconciliation, CPP Investment Board (ReCon Attendee)

Great experience. Thank you!  

- Beth Vogel, Director, Investment Management Operations, Federated Investors (ReCon Attendee)

The speakers were great and the program was organized.  

- Liliana Ferreira, Director, CSA Negotiations, Portfolio Reconciliation and Collateral Controls, Societe Generale (ReCon Attendee)

The content was very relevant and engaging, and the attendees were fully engaged in the lively panel discussions.  

- Paul Clapis, Director, Professional Services, SunGard (ReCon Attendee)

It’s a great opportunity to network with both vendors and peers while identifying the latest trends in the industry.  

- Rodney Hulslander, AVP Asset Control, Reconciliation, MFS Investment Management (ReCon Attendee)

Great forum. Knowledgeable and well-versed speakers. Would love to attend future events.  

- Ken Helmrich, AVP, BSA Supervisor, Hudson City Savings Bank (Financial Crime & AML Forum Attendee)

Very impressive conference.  The format provides unique access to industry thought leaders. The knowledge and ideas I gained will help me better adapt to changing trends.  

- Matthew Lyberg, Vice President, Acadian Asset Management (Performance Measurement Attendee)

Great Job. The FTF staff were great!  

- Bert Melchner, Program Manager, Enterprise Solutions, General Electric Asset Management (ReCon Attendee)

Excellent overall event. Thank you!

- Robert Perdock, COO, Macquarie Group

Excellent event with the right level of participants to add the most value to firms trading products requiring collateralization.  

- Joseph Streeter, VP, Collateral Product Manager, State Street (Collateral Management Forum Attendee)

The Forum format provides a great networking opportunity since there is a very focused topic and group of delegates.  

- Deborah Bonfield, VP, Senior Sales, Lombard Risk (Collateral Management Forum Attendee)

A good opportunity for networking with peers in the industry.  

- Joyce Lim, Vice President, Credit Agricole CIB (Collateral Management Forum Attendee)

One of the most informative conferences I've attended. Great progression from basic content to practical significance. Quite enjoyable.  

- Bill Elwell, AVP/Senior Tax Counsel, Hartford Financial Services (FATCA Breakfast Attendee)

FTF continually proves its commitment to organizing and delivering content rich, educational events. The events cover specific topics relevant to mission critical workflow and operations within the financial industry. I strongly recommend attending FTF's events.  

- Marc Caccavale, Client Relations, SS&C Technologies (Performance Measurement Attendee)

FTF always provides content rich conferences, with leading industry experts, with great networking.  The conference administration and amenities are always flawless.    

- Andrew Clipper, Principal, Knickerbocker Advisory Services (Performance Measurement Attendee)

FTF has provided a very thoughtful and relevant discussion of the changes currently impacting the industry.  

- Matt Kuznacic, Sr. Project Manager, William Blair (DerivOps Attendee)

I would highly recommend FTF’s Derivatives Operations conference. I come to the annual Chicago Conference and they also have a New York conference that’s great. It’s a great time to hear from both buy side peers in my case, vendors that offer solutions to some derivatives challenges that you may be facing and also meet with clearing house representatives and FCMs and it’s just a great place to network with peers and to hear what’s going on in derivatives operations.  

- Kevin Walker, Vice President, Manager of Derivatives Administration, Nuveen Investments (DerivOps Attendee)

Very helpful and insightful conference. Thank you.  

- Lenny Bambina, Vice President, Derivatives, AQR Capital Management (DerivOps Attendee)

Well organized and put-together. Impressive speakers and panelists.  

- Tatyana Yegorova, Audit Director, MetLife (HedgeOps Attendee)

I liked the varied areas that were represented on each panel.  

- Karla McKenna, Director, Citi (CAPCon Attendee)

Am always glad to participate in an FTF event.  

- Sue Mayham, Corporate Actions Expert (CAPCon Attendee)

Excellent forum. Very much enjoyed the more informal talks as it engaged the audience more.  

- Katie O’Connor, Senior Product Specialist, Information Mosaic (CAPCon Attendee)