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Martin Higgs - Senior Vice President at State Street Bank and Trust Company
Martin has over 25 years experience working in the financial services industry. Although most
of his experience has been within operations he has also worked in a legal department
negotiating ISDA Master agreements and in internal control. He has wide ranging knowledge
and experience across all products and functions, including accounting and technology.
Martin has over 25 years experience working in the financial services industry. Although most
of his experience has been within operations he has also worked in a legal department
negotiating ISDA Master agreements and in internal control. He has wide ranging knowledge
and experience across all products and functions, including accounting and technology.
Lucy P. Marcus - CEO Marcus Venture Consulting
Lucy is the Founder and CEO of Marcus Venture Consulting, Ltd, advisors to venture capital and
private equity funds, and HighTech Women, a mentoring and meeting place for women in
technology-related sectors. Lucy is also the Chair of the Global Task Force on Building Women
Leaders, which is conducting the first cross-cultural, cross-sectoral and cross-continental study
on the vital subject of identifying the most effective means of fostering women leaders in the
21st century.
Lucy has worked in both the new and old economies of software and the internet, as well as in
government and industry. Lucy was co-founder of an enterprise management software
company, was in charge of Marketing and Business Development for EMEA at Infinity Financial
Technologies, and ran the EMEA operations of a communications consulting company. She also
worked at Price Waterhouse in the East European Services Division and at the U.S. Treasury's
Economic Policy Division and sits on a number of boards, including the advisory board of the
University of Cambridge's Business School (the Judge Institute of Management) and the
international advisory board of the Instituto de Empresa in Madrid. Lucy is a member of the
Wellesley College Business Leadership Council, is a regular speaker on global economic trends
and best practices for investment, private equity, venture capital, entrepreneurship, technology
in Europe, Israel, and the US, and women in business, and is frequently quoted in the press,
including the Wall Street Journal, the Financial Times and Newsweek.
Lucy is the Founder and CEO of Marcus Venture Consulting, Ltd, advisors to venture capital and
private equity funds, and HighTech Women, a mentoring and meeting place for women in
technology-related sectors. Lucy is also the Chair of the Global Task Force on Building Women
Leaders, which is conducting the first cross-cultural, cross-sectoral and cross-continental study
on the vital subject of identifying the most effective means of fostering women leaders in the
21st century.
Lucy has worked in both the new and old economies of software and the internet, as well as in
government and industry. Lucy was co-founder of an enterprise management software
company, was in charge of Marketing and Business Development for EMEA at Infinity Financial
Technologies, and ran the EMEA operations of a communications consulting company. She also
worked at Price Waterhouse in the East European Services Division and at the U.S. Treasury's
Economic Policy Division and sits on a number of boards, including the advisory board of the
University of Cambridge's Business School (the Judge Institute of Management) and the
international advisory board of the Instituto de Empresa in Madrid. Lucy is a member of the
Wellesley College Business Leadership Council, is a regular speaker on global economic trends
and best practices for investment, private equity, venture capital, entrepreneurship, technology
in Europe, Israel, and the US, and women in business, and is frequently quoted in the press,
including the Wall Street Journal, the Financial Times and Newsweek.
Andrew Nicholson - Credit Suisse First Boston, Singapore
Andrew has over 20 years experience in the financial industry having initially trained as an
auditor with Deloittes. After spending 3 years at Bankers Trust in the Regulatory Reporting and
Product Control areas, he joined Credit Suisse Financial Products in 1991. He held a variety of
positions in Operations at CSFP including Head of the Control Department, OTC Derivatives
Business Analyst and OTC Derivatives Line Management. Andrew has managed CSFP's
Operations in Europe, New York and the Asia Pacific region.
Following the integration of CSFP into Credit Suisse First Boston's Fixed Income Division at the
start of 1999 Andrew became Global Head of OTC Derivatives Operations at CSFB. In 2000, he
then went on to lead Global Strategic Change for CSFB Operations. In the summer of 2003
Andrew moved into Credit Suisse, managing Operations, IT and Strategic Change for Credit
Suisse Private Banking. He currently works in Singapore.
Andrew has over 20 years experience in the financial industry having initially trained as an
auditor with Deloittes. After spending 3 years at Bankers Trust in the Regulatory Reporting and
Product Control areas, he joined Credit Suisse Financial Products in 1991. He held a variety of
positions in Operations at CSFP including Head of the Control Department, OTC Derivatives
Business Analyst and OTC Derivatives Line Management. Andrew has managed CSFP's
Operations in Europe, New York and the Asia Pacific region.
Following the integration of CSFP into Credit Suisse First Boston's Fixed Income Division at the
start of 1999 Andrew became Global Head of OTC Derivatives Operations at CSFB. In 2000, he
then went on to lead Global Strategic Change for CSFB Operations. In the summer of 2003
Andrew moved into Credit Suisse, managing Operations, IT and Strategic Change for Credit
Suisse Private Banking. He currently works in Singapore.
Ellen O'Dwyer - O'Dwyer Group, New York
Ellen has over 20 years experience in the financial technology industry. Prior to founding the
O'Dwyer Group in 1999 she held various sales and management positions with global
technology solution providers.
Ellen began her career at Bloomberg Financial (then Innovative Market Systems) during her
junior year of college and upon graduation in 1985 became the tenth full-time employee. In
1987 she went to Tokyo to jointly open and run the first Far East office where she stayed until
1989. In 1989 she decided on a career change and during her leave of absence from the
industry opened and ran two music stores. In 1990 she joined Chicago based David Bruce and
Company to manage their sales operation in New York. David Bruce marketed a UNIX based
cross asset trading and risk management software solution. In 1993 she joined London based
Lombard Risk Systems (a trading and risk management solution provider) to open and run
their New York office. She left there after three successful years to join Infinity Financial
Technology (IFT) where she was responsible for bringing in over 15 million dollars worth of
license and consulting business during her four-year tenure. During her tenure, IFT went public
and the company was acquired by SunGard Data Systems one year later. She left Infinity, a
SunGard Company in October 1999 to start her own recruitment firm specializing in financial
technology.
Ellen has over 20 years experience in the financial technology industry. Prior to founding the
O'Dwyer Group in 1999 she held various sales and management positions with global
technology solution providers.
Ellen began her career at Bloomberg Financial (then Innovative Market Systems) during her
junior year of college and upon graduation in 1985 became the tenth full-time employee. In
1987 she went to Tokyo to jointly open and run the first Far East office where she stayed until
1989. In 1989 she decided on a career change and during her leave of absence from the
industry opened and ran two music stores. In 1990 she joined Chicago based David Bruce and
Company to manage their sales operation in New York. David Bruce marketed a UNIX based
cross asset trading and risk management software solution. In 1993 she joined London based
Lombard Risk Systems (a trading and risk management solution provider) to open and run
their New York office. She left there after three successful years to join Infinity Financial
Technology (IFT) where she was responsible for bringing in over 15 million dollars worth of
license and consulting business during her four-year tenure. During her tenure, IFT went public
and the company was acquired by SunGard Data Systems one year later. She left Infinity, a
SunGard Company in October 1999 to start her own recruitment firm specializing in financial
technology.
Dave Cassan - Securities Industry Advisor
Dave is a multi-faceted securities industry professional with 25 years of executive leadership
experience in financial operations, securities sales/trading, asset securitization and brokerage
management. He was most recently Managing Director and a member of Countrywide Capital
Markets Executive Management team (acquired by Bank of America). In this capacity, between
January 2000 and September 2008, Dave was involved in providing direction and leadership for
the support of all facets of CCM’s securities business during a period of unprecedented growth.
Prior to Countrywide he was the Director of Operations for UBS Securities where he provided
operational support and infrastructure development for all fixed income securities and whole
loan transactions. He contributed to the development of straight through processing and other
industry automation standards through leadership participation in the Bond Market association
(now SIFMA). Between 1987 and 1994 he was Vice President of J.P. Morgan Securities Inc. As a
charter member of Morgan’s newly formed Mortgage Backed Securities trading business Dave
was involved in all facets of building and supporting this business.
Upon graduation from the University of Florida in 1984 Dave began his career with Salomon
Brothers in their Mortgage Backed Securities department where he supported Salomon’s
explosive growth in the agency MBS pass-through trading business.
Dave is a multi-faceted securities industry professional with 25 years of executive leadership
experience in financial operations, securities sales/trading, asset securitization and brokerage
management. He was most recently Managing Director and a member of Countrywide Capital
Markets Executive Management team (acquired by Bank of America). In this capacity, between
January 2000 and September 2008, Dave was involved in providing direction and leadership for
the support of all facets of CCM’s securities business during a period of unprecedented growth.
Prior to Countrywide he was the Director of Operations for UBS Securities where he provided
operational support and infrastructure development for all fixed income securities and whole
loan transactions. He contributed to the development of straight through processing and other
industry automation standards through leadership participation in the Bond Market association
(now SIFMA). Between 1987 and 1994 he was Vice President of J.P. Morgan Securities Inc. As a
charter member of Morgan’s newly formed Mortgage Backed Securities trading business Dave
was involved in all facets of building and supporting this business.
Upon graduation from the University of Florida in 1984 Dave began his career with Salomon
Brothers in their Mortgage Backed Securities department where he supported Salomon’s
explosive growth in the agency MBS pass-through trading business.