Responsible for coordinating and leading SIFMA engagement around a range of risk, resiliency, cybersecurity, operations, and technology issues, working directly with C-level management at global securities firms, US and international regulators, and industry utilities. Key projects include:Blockchain / Distributed LedgerManaged SIFMA engagement around blockchain and distributed ledger technologies, including formation of industry best practices group, benchmarking and surveys, and… Show more Responsible for coordinating and leading SIFMA engagement around a range of risk, resiliency, cybersecurity, operations, and technology issues, working directly with C-level management at global securities firms, US and international regulators, and industry utilities. Key projects include:Blockchain / Distributed LedgerManaged SIFMA engagement around blockchain and distributed ledger technologies, including formation of industry best practices group, benchmarking and surveys, and coordination of a distributed ledger proof of concept exercise. Cybersecurity- Cyber exercises – Organized largest cybersecurity exercise to date for the securities industry to exercise industry response plans to a range of cyberattacks, including regulators, and law enforcement - Weakness Diagnostic – Mapped securities industry infrastructure to identify cybersecurity weaknesses, based on interviews with firms and infrastructure providers.Operational RiskCoordinated development of Operational Risk Maturity Model outlining responsibilities of three lines of defense for risk management; managed benchmarking projects on ops risk best practicesDebt Ceiling Management and Disruption of Treasury PaymentsDeveloped industry playbook for the management of a disruption of payments in US Treasury securities, working with firms, utilities & regulatorsSystemic Risk Worked on SIFMA white paper on systemic risk, based on interviews with CROs across a range of global banks and top risk regulators in the US and Europe. Market ResponseCoordinated development of SIFMA procedures to make recommendations for market closure in event of a crisisIndustry GovernanceServed as co-staff adviser to SIFMA top level steering committee on operations and technology, providing C-level oversight of SIFMA activity Speaking engagements:Speaker and panelist on risk management issues at a range of events, including SIFMA Operations 2015 Conference, Compliance Week 2016, and other firm specific events Show less

Issues covered in engagements include: Adoption of digital banking and payments in Europe, implementation of new system for KRIs, market sizing and valuation studies, and development of new model of customer engagement and information sharing for major US regional health insurer.

Assisted in financial analysis, modelling, due diligence, and market sizing to support investment review process for investments in small and medium sized enterprises in Latin America and Eastern Europe

Chief Analyst / Editor of the leading report on the mining and metals sectors in China.