Navigating Market Changes with Data Standards Briefing

Sam is head of Core Product for Global Custody at J.P. Morgan. He is responsible for Product Management of Custody Settlements, Asset Servicing, Cash & Digital Assets. He also lead’s Global Custody’s Network, Data and AI priorities.

Yvonne Deane Harte acts as UK Finance’s Director for Secondary Markets and Post Trade processes and leads UK Finance securities tokenisation work. Yvonne joined UK Finance in 2020 having worked both in industry and private practice as a senior counsel solicitor specialising in investment management and financial regulation, advising on DvP trades, MiFID II, accessing new markets, market infrastructure, CASS and Brexit. Yvonne is passionate about advancing industry priorities to ensure the continued success of UK financial services.

Andrew has spent 37 years in the City working predominantly in the post trade space.

He started at Citibank in the Worldwide Securities Services group eventually managing the Customer Service team for Citi’s European Clearing & Custody businesses before moving to Deutsche’s Investment Bank to run middle office for Money Markets and Fixed income.  Leaving to join Swift scrl, he led the Securities Strategy team and started the Government Relations function through his involvement in a number of pan-european initiatives including the Swift response to the ‘Giovannini report’ and rapporteur for the European Post Trade Forum (‘EPTF’). Subsequently, he spent 13 years at DTCC where he was both CEO of DTCC’s largest Derivatives Trade Repository, DDRL, and the head of DTCC’s Regulatory Affairs for UK, EU and APAC.

From 2021-2023, he was also Chair of the Data Standards Committee for the Bank of England’s ‘Transforming Data Collection’ initiative.

Andrew left DTCC in early 2023 to start his own advisory business, BlackWater Consultancy Ltd.

Today, as an independent consultant, Andrew is:

• Chair of the UK Accelerated Settlement taskforce leading the planning and implementation of the UK migration to T+1 in 2027.
• SteerCo member and Lead of AG 8 (Resilience) for the HMT Digital Market Champion (Christopher Woolard) Taskforce working
• Co-author of a 2025 Report to the European Commission on Infrastructural fragmentation and potential solutions within the Savings & Investment Union
• Part of a team of international consultants working for FSD Africa and the local authorities to deliver a 10-year Capital Markets Development plan for Ethiopia.
• A member of the Strategic Advisory Group for TaxTec Ltd, a fintech specialising in tax recovery in the post trade space.

He has a BSc in Materials Technology from Surrey University and an MBA from Manchester Business School.

Trevor Mallinson is Head of Strategic Relations at Bloomberg LP, where he leads Bloomberg’s strategic engagement across institutional and regulatory stakeholders, aligning policy dynamics with commercial priorities. Across his career at Bloomberg he has designed and launched regulated trading venues in multiple jurisdictions — a Recognised Market Operator (RMO) in Singapore, an Electronic Trading Platform (ETP) in Japan and Bloomberg’s Multilateral Trading Facilities (MTFs) in the United Kingdom and Netherlands. He also led the Brexit programme for the MTFs, ensuring continuity of Bloomberg’s UK and EU trading venues through the UK’s departure from the European Union. He is a member of the UK FCA’s Secondary Markets Advisory Committee and has chaired the Electronic Debt Markets Association. Prior to his current role he was Global Head of Electronic Rates Trading, a Board member of Bloomberg Tradebook Japan and Chief Executive Officer of Bloomberg Tradebook Europe Ltd. Before joining Bloomberg, Trevor worked in the Fixed Income Trading businesses at Goldman Sachs and JP Morgan in London and New York. He is a graduate of the London School of Economics.

Steven Meizanis is a senior leader at Bloomberg with over 30 years of experience at the firm. Since joining Bloomberg in 1994, Steven has built deep expertise across all data products, especially within Fixed Income.

Over the course of his career, Steven has held multiple leadership roles within Bloomberg’s Global Data division, including Manager of the Fixed Income department and Quality Assurance. He has also overseen business development for Bloomberg Data License, bringing together the strength of the Bloomberg Professional Service with end-of-day reference data offerings to support a broad range of client use cases.

Steven currently serves as Global Head of Bloomberg’s Open Symbology initiatives, including LEI and FIGI, driving industry-wide adoption of open identifiers and standards.

A Managing Director at Kaiko since 2022, Philippe builds innovative market and data infrastructures bridging traditional and digital finance.

At Kaiko, Philippe currently leads the company’s engagement with public authorities, industry initiatives and data standards across international capital markets.

He previously contributed to the establishment of EPEX, a leading European energy exchange within the Euronext and Deutsche Börse groups, working with the board and leading the management team on market structure, growth and regulatory strategies. In 2019, he turned to digital assets at Fragmos Chain, building innovative solutions for complex financial products.

As finance enters the era of tokenized assets, Philippe works with market participants, industry associations and public authorities to lay the foundations of tomorrow’s global financial markets.

Clare Rowley is the Head of Business Operations at the Global Legal Entity Identifier Foundation (GLEIF) where she plays a pivotal role in steering global strategy, fostering international partnerships, and advancing the worldwide adoption of the Global Legal Entity Identifier System. In this capacity, she leads GLEIF’s global business development initiatives and oversees strategic partner relationship management programs. Collaborating closely with the GLEIF CEO and key stakeholders worldwide, Ms. Rowley is instrumental in shaping the future of legal entity identification and enhancing transparency across global financial ecosystems.

Bringing a wealth of experience from the public sector, Ms. Rowley previously served at the United States Federal Deposit Insurance Corporation (FDIC), where she led technology initiatives aimed at strengthening bank resolution frameworks. Ms. Rowley is a CFA® charterholder and holds a Master of Science in Predictive Analytics from Northwestern University. With a strong track record in data-driven decision-making and financial system modernization, she is a recognized leader in the intersection of regulatory technology, financial stability, and global standard-setting.

Charbel has been at Bloomberg for 15 years. He has been a product manager in the Execution Management System (EMS) and Trading Connectivity; He is now the Global head of Bloomberg DLT Product team.

Emma Thomas is an Associate Director at the International Capital Market Association (ICMA). She is secretariat to the AI in Capital Markets working group and the Bond Data Taxonomy (BDT) working group.

ICMA currently has over 630 member firms in 71 jurisdictions globally. It is active in primary, secondary and repo and collateral markets with cross-cutting themes of sustainable finance and FinTech and digitalisation. Its members include private and public sector issuers, banks and securities dealers, asset and fund managers, insurance companies, law firms, capital market infrastructure providers and central banks.

As part of the FinTech and Digitalisation team, she plays a key role in supporting industry standards such as the BDT, advocating for the best market practices within innovation, and engaging with the regulators on the topics of AI, data standards and Distributed Ledger Technology (DLT).

Mimi Yan is a Technical Director at the Financial Markets Standards Board, with responsibility for the Market Infrastructure and Operations Committee. This group’s remit includes topics such as the standardisation of SSIs, client onboarding, and digital identity. She also sits on the SteerCo and co-leads the Operational Issues working group for the UK Accelerated Settlement Taskforce.

Mimi has extensive experience in regulatory policy change across Capital Markets structuring, Risk, and Treasury functions, beginning her career in M&A financing, and then as a hybrid bond structurer in Debt Capital Markets, predominantly covering financial institution clients. Subsequent roles have included acting head of EMEA Treasury Capital and global lead for Recovery Planning, where she worked closely with Risk, global desk heads, chief operating officers and regulators, including FINMA, PRA, HKMA.

Mimi holds a BA (Hons) in Law from Trinity College, Cambridge and an LLM (Distinction) in Law and New Technologies from Birkbeck, University of London, focused on Regulation, Data Privacy and Intellectual Property.

Richard joined Bloomberg in September 2015 in an industry relations role in the Bloomberg Data business. This role includes industry and regulatory outreach on data standards issues covering; trading and post trading across asset class, including digital assets.  Richard chairs the BSI TC68 committee, which covers ISO financial identifier and messaging standards, such as ISO 20022. He also co-chairs the FIX EMEA Reference Data Committee.

Prior to joining Bloomberg, Richard spent 20 years with the financial messaging and standards body – SWIFT, where he held a variety of roles in sales and product development and regulatory relations. He led initiatives with EU and other regulators to raise awareness of the operational impacts of regulation, including strengthening the regulatory recognition of financial messaging and reference data standards.  This involved a particular focus on the promotion of the ISO 20022 financial messaging standard to EU regulatory bodies.

Prior to joining SWIFT Richard held product management roles with a leading global custodian for four years, and before that with the London Stock Exchange.