As a Securities Lending Expert, to any project, I bring two decades of hands-on experience with all aspects of securities lending. In the roles of beneficial owner, agent lender, and borrower I have seen the product from every vantage point. On the trading desk I have negotiated rates, put securities on loan, and dealt with every portion of the trade. In the operations area, I’ve cleared, delivered, and settled securities. On the borrowing desk I’ve dealt with the borrowing needs, constraints, and thinking of borrowers. My book, “Securities Lending” is still used as the introductory text for the most popular industry training courses. My experience extends beyond domestic markets to Europe, Asia and Latin America. I understand the peculiarities of overseas markets, multi-currency accounting, and managing cross-border project teams.During the last five years I have concentrated in the areas of risk, compliance, and legal. I am knowledgeable in all bank regulatory, fiduciary, and legal facets of the product. Having worked extensively with the industry’s standard documentation, and having scrutinized and negotiated literally hundreds of different types of lending contracts, I am expert at ensuring compliance with the myriad of constraints that market participants impose upon lending agents. I have first-hand experience with virtually all of the securities lending issues that evolved during the 2008/2009 financial crisis. I have a deep understanding of the guidelines, procedures, standards and documentation that regulators, auditors, and large financial institutions require, and am capable of quickly implementing, monitoring, and enforcing them.Specialties: Securities Lending | Risk Management | ComplianceLegal & Regulatory | Fiduciary and ContractualSecurities Processing | Financial ControlCross Border | Multi-CurrencyBanking | Capital Markets | Financial Services