Daniel Phillips, Executive Director, J.P. Morgan

Dan’s current responsibilities are focused on Fixed Income Financing Operations.  He joined JPMorgan in 2007 and graduated from Wake Forest University Class of ’07.  Dan is a Philadelphia sports fan.

Colleen Stapleton, Business Development – US Lead, Post-Trade, MarketAxess

Colleen Stapleton is the US Lead of Business Development for MarketAxess Post-Trade. Colleen actively works with new and existing clients to improve their post-trade repo automation, as well as, works to develop innovative and creative ways to address client’s needs.

Prior to joining MarketAxess she spent 13 years at JPMorgan where she held many roles across the Fixed Income Markets Middle Office. Most recently, she was Vice President of Client Strategic Initiatives where she focused on improving the client experience for many of JPMorgan’s largest Investment Manager clients.

Colleen graduated from Fordham University with a B.A. in Political Science and Business Administration.

Louis John Rosato, III, Co-Chair Americas Regional Committee, and FIX Lifecycle and Ecosystem Working Group, FIX Trading Community, Director, Investment Operations BlackRock

Lou Rosato, Director, is a member of BlackRock’s Global Investment Operations Leadership. He oversees Industry Engagement and Strategy in partnership with Blackrock’s Counterparties, Custodians, Third-Party Providers, Industry Organizations, Utilities and Clients. Lou works closely with BlackRock’s leadership and technology professionals to conceptualize, design and execute BlackRock’s Global Investment Operations and Aladdin Platform post trade and asset servicing strategies and vision. He’s responsible for aligning external partners to advance change and drive industry leading innovations and best practice for the benefit of BlackRock’s Clients and Stakeholders.

Before taking on his current role, Lou lead the Global Trade Operations Teams in the US and EMEA. In previous roles at BlackRock he was regional Head of Fixed Income, Derivatives, Foreign Exchange and Equity Trade Operations, as well Co-Head of the firms Retail Separately Managed Account Operations and served previously on the firms Trading Oversight Committees.

Prior to joining BlackRock in 2004, Lou was with Jennison Associates, LLC where he was responsible for establishing and managing the firms Retail SMA Trading and Operations Teams. He performed similar roles for 1838 Investment Advisors and Rittenhouse Financial Services. He began his career in 1987 as an Operations Analyst with the Federal Reserve Bank of Philadelphia and worked for Dean Witter in Equity Specialist and FX Floor Broker roles on the PHLX.

Mr. Rosato is a Board Member of FIX Protocol Ltd and ISITC where he supports both non-profit organizations to help develop strategy and execute their missions in support of its membership. He’s an active participant and previous Chairperson of the Investment Company Institute Securities Operations Advisory Committee as well as the SIFMA Asset Management Group Leadership Committee. He’s a current member of the SIFMA Operations and Technology Committee and active participant of several other industry organizations. He previously represented BlackRock on the OMGEO Regional Advisory Council in the Americas and was Co-Chair of the Industry Working Group formed by DTCC, ICI, SIFMA, and Industry Participants to analyze and plan for and implement T2 Settlement Compression in the US. He earned a BS degree in Business Administration from Widener University.