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For general enquiries please contact the
ISLA
Administrator in the first instance. Alternatively if
you have a specific Securities Lending issue or
question, then please feel free to contact one of the
officers or committee members listed below: |
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Laurence Marshall - Chairman
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Laurence Marshall is a Managing Director in Prime Brokerage Services with
UBS Investment Bank, London. He joined UBS in 1993 where he established
and managed the Securities Borrowing and Lending desk.
Laurence’s current area of responsibility is the management of the International
supply business, and is responsible for managing client relationships. He has represented
UBS on various industry bodies and is currently a member of the European Equilend Board.
Prior to joining UBS, he spent three years working for Sheppards, the former UK Money Broker.
Laurence was appointed ISLA Chairman in May 2007. |
Managing Director, Prime Brokerage Services
UBS Investment Bank
laurence.marshall@ubs.com |
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James Templeman - Deputy Chairman
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James works in the securities lending team as
the Head of Trading for Europe, and in
conjunction with the other regional managers is
responsible for agreeing global trading
strategies, co-ordinating trading activity as
well as looking for higher levels of efficiency
& automation in the lending process. Prior to
joining BGI in April 2001, James was the Head of
Securities Lending & Derivatives Support at
Cogent Investment Operations Ltd, which is part
of the AMP Group and he also spent one very
enjoyable year working in AMP's head office in
Sydney. James graduated from Leicester
University in June 1992 with a degree in
Politics and Economics. |
Head of Trading for Europe - Securities
Lending
Barclays Global Investors Ltd, London
james.templeman@barclaysglobal.com |
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Richard Steele - Ex-Officio
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Richard is currently responsible for
international product management and development
for securities lending at JPMorgan Worldwide
Securities Services. Richard has twenty years
experience in the securities industry, eight of
which have been with JPMorgan Chase. He was
previously a director at King & Shaxson Ltd, a
UK securities lending and money market
intermediary and holds a degree in Modern
History from the University of St Andrews.
Richard has served on the ISLA Executive
Committee since 2001 and was Chairman from May 2005-7. |
Head of Product Management and Development, Securities Lending & Market Products, JPMorgan Worldwide Securities Services
JP Morgan Chase Bank, London
richard.uk.steele@jpmorgan.com |
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David Rule - Chief Executive Officer
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David was appointed as ISLA's first Chief Executive in May 2007 having worked as a consultant to the Association from the beginning of the year. Previously David was Head of Sterling Markets Division at the Bank of England where he led the Bank's reforms of the sterling money markets which completed in 2006. David also chaired the Securities Lending and Repo Committee from 2002 until 2006. Earlier in his career David worked as a banking regulator and on payments and settlements policy at the Bank. |
CEO
International Securities Lending Association
david.rule@isla.co.uk |
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Ian Hovey - Treasurer
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Ian is responsible for Sales and Client
management for the securities lending product.
Ian originally established and ran the
securities lending product for Morgan Grenfell
Asset Management, which later became Deutsche
Asset Management. Ian moved to State Street in
2003 when State Street acquired the Deutsche
Bank GSS businesses. He has now been in the
securities lending business for over 17 years. |
Director
State Street Bank & Trust Company
ijhovey@statestreet.com |
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Mark Tidy - Secretary
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Mark Tidy joined ABNAMRO Mellon in June 2006 as Securities Lending Product Manager. In this role Mark is responsible for managing the securities lending sales process as well as the management and oversight of all securities lending client relationships. He also plays an integral role in the shaping of new securities lending products and services.
With 25 years experience in Financial Services, Mark has previously worked for JP Morgan, where he was responsible for sales and marketing to securities lending prospects and customers for the EMEA region, and Deutsche Bank and Nomura where he held senior management positions.
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Securities Lending Product Manager
ABNAMRO Mellon, London
mark.tidy@abnamromellon.com |
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Hugh Gibson - ISLA Consultant
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Hugh, who recently retired from HSBC will work for ISLA on a part time basis.
This is a great opportunity for ISLA to utilise Hugh's vast experience to our
benefit by helping the committee on the increased number of issues that are
before us as well as in building ISLA's image and reputation throughout Europe.
During a career spanning 29 years, Hugh was a Corporate Banking Director
responsible for City Markets (moneybrokers, stockbrokers, market makers, fund
managers and the Lloyds insurance market) from 1985 to 1995. He then joined the
executive management team at HSBC's global custodian where he was, at different
times, responsible for stocklending, repo clearing, corporate trust, credit and
risk, project management and latterly product and market strategy.
He was a founder member of the Stocklending and Repo Committee and also heavily
involved in British Bankers Association and APACS committees, amongst others. He
represented the UK on Clearing and Settlement issues at the European Banking
Federation in Brussels and was a member of the UK Market Advisory Committee.
He holds an MA (Hons) in Classics from Keble College, Oxford and was an affiliate
of the Securities Institute.
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Consultant
hughsgibson@btinternet.com
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Sarah Nicholson - Board Member
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Sarah is Head of Securities Lending and Repo at
Morley Fund Management, a direct UK lender of
Aviva Plc group assets. She joined the
securities lending department of a legacy
company, Norwich Union Investment Managers Ltd,
in 1990 in the SL administration team, moving to
the trading side in 1992 and has since been
actively involved in its continued development
and growth. Morley now represents one of the
largest direct institutional lenders in Europe.
Experienced in every aspect of non-cash
securities lending, Sarah is now responsible for
all securities lending related trading and
administration activity at Morley Fund
Management Ltd. Along with day today activity,
Sarah also has responsibility for the
identification and implementation of new
business opportunities.
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Head of Securities Lending & Repo
Morley Fund Management
sarah.nicholson@morleyfm.com
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Andy Clayton - Board Member
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Andy is Senior Vice President and Head of Securities Lending at the Northern Trust Company in London. His current responsibilities include managing the International Equity and Fixed Income trading functions globally and the Cash Reinvestment / Repo trading desks in London. He is also a director of Equilend Europe Limited. Andy has had 20 years broad experience in the securities industry, 16 of which have been at the Northern Trust.
Andy has served on the International Securities Lending Association (ISLA) Executive Committee since 1999 and was elected Chairman of the Association in June 2000. Andy has been in the Securities Lending business since 1993.
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Senior Vice President & Head of Securities
Lending
Northern Trust Company, London
arc1@ntrs.com |
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Kirstine McMillan - Board Member
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Kirstine McMillan is trading manager at AIG Global Securities Lending in Europe, part of AIG Global Investment Group. Kirstine has 10 years experience in the securities lending industry covering both equity and fixed income products.
Current responsibilities include managing trading and strategy along with business development and marketing. Kirstine has a BSc from the University of Glasgow and holds the Securities & Investments Institute Diploma.
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Vice President
Global Securities Lending
AIG Global Inv. Corp (Europe) Ltd
kirstine.mcmillan@aig.com |
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Jonathan Lombardo - Board Member
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Jonathan has been employed by Citigroup for the past twenty years.
Until last July Jonathan was employed within the broker dealer division of Citigroup. Whilst working for the broker dealer Jonathans functions included a supervisor role for DTC R/D, senior US specials traders for Equity Finance, and was responsible for the initial set up of the international equity finance trading desk in London.
Jonathans new role within Agency Lending/Securities Finance began as a relationship manager for the broker dealer community and has recently been promoted to European head of Equity Trading within Securities Finance. Jonathan has resided in London for the past nine years.
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European head of Equity Trading - Securities Finance
Citigroup, London
jonathan.lombardo@citigroup.com |
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Mohamed Moursy - Board Member
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Mohamed is Executive Director of Fortis Bank UK and Chief Executive Office of Fortis Global Securities Finance Group UK Ltd
and is responsible for managing the global securities finance group. Mohamed has more than 25 years of broad experience in the securities industry.
Prior to joining Fortis he held senior positions in various roles with The Bank of New York Capital Markets, Fleet Securities, Paine Webber and Lehman Brothers. His experience in the securities lending industry goes back to 1988 when he joined Lehman brothers as Director of Operation when the firm was establishing its UK securities lending operation.
Before 1988 Mohamed was Senior Vice President of Moseley Securities Corp, Chief Accountant of Al-Mal Group and held other banking positions in the city.
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Fortis Bank
Mohamed.moursy@fortisbank.com |
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Andy Amstutz - Board Member
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Andy is the European Chief Operating Officer for International Securities Lending, with 13 years' industry experience. His professional qualifications include joint degress in Economics and Accounting, a Certified Public Accountant, and an MBA.
He is currently a member of the European board of Equilend and is involved in various industry initiatives, including the European Agency Lending Disclosure Initiative.
In addition to Operating Officer responsibilities, Andy is the Global Head of Collateral trading and oversees European Securities Lending Connectivity efforts.
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Managing Director
Morgan Stanley
Andrew.Amstutz@morganstanley.com |
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