About the Contributors

Eric Blackman

Partner, Gartland and Mellina Group, Regulatory & Compliance Practice

20 years of financial services experience in management consulting, corporate strategy, equity trading, regulatory compliance, risk management and control, cost take outs, acquisition due diligence, business process re-engineering, program and project management and enterprise data management.

Prior to Gartland and Mellina, Eric spent eight years as an internal consultant for BYN Mellon, Bear Stearns Asset Management and Morgan Stanley driving strategic efforts which were intended to grow revenues, increase efficiencies and reduce costs. Prior to Morgan Stanley, Eric spent three years at KPMG Consulting focused on advisory and implementation services for front and back office projects. Prior to KPMG, Eric worked for three years as an equity trader and advisor to the specialists and market makers on the Pacific Stock Exchange floors. Eric began his career at Donaldson, Lufkin and Jenrette in their retail brokerage division.

Eric is a graduate of Muhlenberg College with a B.A. in Political Science. He has previously held the Series 7, 63 & 55 licenses and is a member of the Association for Strategic Planning (ASP), Association of Internal Management Consultants (AIMC), Financial Services Business Transformation Roundtable (FSBT) and The Data Management Association of NY (DAMA-NY). Eric is a frequent speaker at Capital Markets conferences and Dodd Frank/Regulatory impact forums.

Jeffrey Bockian

Managing Director, BNY Mellon

Jeffrey Bockian is managing director of BNY Mellon Corporate Treasury's Funding and Short-Term Investments Group. As part of his responsibilities, he oversees liquidity and collateral management activities, including trading of repurchase agreements. From 2012 to 2016, Bockian was global head of Securities Finance Portfolio Management at BNY Mellon. Prior to that, he was executive vice president and head of Finance Trading in the Capital Markets Division of Countrywide Financial Corporation, which he joined in 1998. Before joining Countrywide, Bockian was a vice president in the fixed-income division at Morgan Stanley, New York, where he traded mortgage-backed securities options and derivatives and other OTC and listed rates products. For the three years prior to joining the Trading Department, Bockian managed the Mortgage-Backed Securities, Commodities, and Futures Operations Departments. He is a graduate of New York University.

Reginald M. Browne

Senior Managing Director, Cantor Fitzgerald

Reginald M. Browne is a senior managing director overseeing the exchange-traded funds business at Cantor Fitzgerald, which facilitates about one trillion dollars in trades annually. Mr. Browne has been featured in major business publications and regularly speaks at industry conferences. He is widely known as "The Godfather of ETFs" because of his influence helping bring to market nearly 25 percent of the ETFs listed in the United States. Mr. Browne has more than three decades of Wall Street experience. Prior to joining Cantor Fitzgerald, Mr. Browne was managing director, co-global head of the ETF group at Knight Capital Group and a senior vice president and co-head of the ETF group at Newedge USA, a division of Société Générale and Crédit Agricole CIB. He also worked at Susquehanna International and O'Connor and Associates. Mr. Browne earned his bachelor's in business administration from La Salle University, where he currently serves as a trustee. In January 2015, Mr. Browne was appointed to the Equity Market Structure Advisory Committee.

Patrick Byrne

Managing Director and Senior Portfolio Manager, BNY Mellon

Patrick Byrne is a managing director and senior portfolio manager in the BNY Mellon Investment Portfolio Management Group. Prior to his current role Mr. Byrne was the Head of Institutional Fixed-Income Asset Management and a chief investment officer (CIO) at BNY Asset Management. Mr. Byrne set strategy and oversaw all fixed-income products. He was a member of the BNY Asset Management's Investment Policy Committee as well as the Fixed-Income Strategy Committee. He began his career at Salomon Brothers working on the mortgage-backed securities trading desk. Mr. Byrne also held mortgage trading positions at Chase Securities and Mabon Securities. He graduated with a BS in finance/economics from Fordham University, and obtained an MBA from the University of Notre Dame.

Daniel I. Castro, Jr.

President and Founder, Robust Advisors, Inc.

Daniel I. Castro, Jr. is the founder of Robust Advisors, Inc., an independent consulting company focusing on structured finance markets. Robust Advisors provides due diligence, valuation, expert witness, litigation support, and general consulting services to banks, broker-dealers, hedge funds, insurance companies, issuers, originators, and trustees. Mr. Castro has been involved in the fixed-income and structured finance markets for over 30 years. Mr. Castro has been on both the sell-side and buy-side of the market, and has a thorough understanding of both the big picture and the nuances. From 1991 to 2004, he ran Merrill Lynch's Structured Finance Research Group (1991-2004). He was the top-ranked analyst for ABS strategy in the industry multiple times according to the Institutional Investor industry poll. Prior to founding Robust Advisors, Mr. Castro led structured finance teams at BTIG LLC, a FINRA registered broker-dealer; GSC Group, an investment management firm that also served as a CDO fund manager; and Huxley Capital Management. He also served on the board of directors of the American Securitization Forum. Mr. Castro earned an MBA in finance from Washington University, preceded by a BA in government from the University of Notre Dame.

Daniel C. de Menocal, Jr.

Former Managing Director Equity Capital Markets, BNY Mellon Capital Markets, LLC (Retired)

Daniel C. de Menocal, Jr., is a former managing director, who headed the equity capital markets business of BNY Mellon Capital Markets, LLC, a broker-dealer subsidiary of The Bank of New York Mellon Corporation.? His principal business included managing primary and secondary market equity offerings for public corporations.? Beginning in 2005, he was instrumental in developing the market for at-the-market equity offerings for the electric utility and REIT industries.?Mr. de Menocal has had over 40 years' experience in banking, fixed-income sales, public finance, and investment banking. He began his career at Irving Trust Company in 1975.

Eric M. Czervionke

Partner, Corporate and Institutional Banking, Finance & Risk, Oliver Wyman

Eric M. Czervionke is a Partner in Oliver Wyman's New York Office. As a member of the firm's Corporate and Institutional Banking and Finance & Risk practices, he advises global banks, broker-dealers, custodians, and financial market infrastructure providers on strategy, mergers & acquisitions, product design, operations, regulatory change, and risk management.

Prior to joining Oliver Wyman, Eric held positions at the Bombay Stock Exchange, where he led the exchange's Corporate Strategy function and Information Products business, and at Merrill Lynch, where he was a member of the firm's Corporate Strategy and Business Development group. While at Merrill Lynch, Eric supported a number of strategic acquisitions, divestitures, and integrations, including the post-merger integration efforts following Merrill Lynch's acquisition by Bank of America.

Eric holds a B.S.E. in Operations Research & Financial Engineering, magna cum laude, with certificates in Finance, Engineering Management Systems, and Applied Mathematics from Princeton University.

Simon Derrick

Managing Director and Head of Global Markets Strategy, BNY Mellon

Simon Derrick is a managing director of The Bank of New York Mellon and is head of the bank's Global Markets Strategy team. Mr. Derrick established the team 17 years ago and has been responsible for its development into one of the pre-eminent voices in the FX markets. His views on "currency wars" and on developments within the Euro-zone are frequently quoted in the financial media. Prior to heading up BNYM's currency strategy team, Simon ran The Bank of New York's European FX sales team for four years. Previously, he worked in sales and proprietary trading roles at Midland Bank (now part of HSBC), Banque Indosuez (now part of Crédit Agricole Corporate and Investment Bank), and Citibank. He is an honors graduate in geography from University College London.

Christian A. Edelmann

Partner, Global Head of Corporate & Institutional Banking, and Global Head Wealth & Asset Management, Oliver Wyman

Christian A. Edelmann is a partner based in the London office and the head of Oliver Wyman's Corporate & Institutional Banking (CIB) and Wealth & Asset Management (WAM) practices. Prior to his current role, Mr. Edelmann was based out of Hong Kong, running Oliver Wyman's business in Asia-Pacific. He has worked in depth with major financial institutions in North America, Europe, Asia, and the Middle East, covering a broad range of sell- and buy-side institutions as well as market infrastructure players. Among other projects, he has advised a broad set of clients on strategy and business model...