Agenda

2018 Agenda

2018 Agenda

 

8:20

General Registration, refreshments and speed networking in the exhibition area
 
  • Choose your colour coded badge to help facilitate your networking; blue for market data, pink for reference data, green for analytics and AI, and orange for regulation. Look out for the networking zones in the exhibition area too!
  • Pick up your Blendology badge (a simple tap and you can share your contact details with your peers!)

8.20 - 9.00

The NEW EFIS mentorship programme


95% of financial services leaders admit that it’s challenging to find skilled millennials, but given that they will make up the majority of the workforce by 2025, it is vital for the future of the industry that the financial sector is attracting and retaining the right talent. This mentorship programme has been designed to create a line of communication between the newer staff members and the experienced, providing an opportunity to see new perspectives and have your voice heard.

 

  • Career progression and advice/what type of mentorship programme would you like to see in your firm?
  • How the industry is evolving - the future of the financial data function
  • Then to now - where have we seen the biggest shifts over the past 10 years and how will the new generation of data leaders benefit from advances in AI, the use of unstructured data, improving infrastructure, creating the operating model of tomorrow, learning from other industries, and assessing new offerings from start-ups and innovative vendor partners?
  • Advice from the "millennial" generation to the CDO!

Mentors include:
Andrew  Barnett, Chief Data Officer, LEGAL AND GENERAL
 Stuart Burrows, Global Head of Market Data, SCHRODERS


You'll also be able to sign up for the NEW EFIS mentor program where we'll partner you up with someone for reciprocal learning and development.

 

4.40

8.55

START OF THE MAIN CONFERENCE

8.55


Welcome remarks and ”A year in review”

During these remarks our Deputy Editor, Jamie Hyman, will look at the poll results from last year and discuss how the market has changed within the last 12 months.

Jamie Hyman, Deputy Editor, Inside Data Management

9.05

Kenote presentation: To be announced

9.35

CDO perspectives – the top priorities

Hear our 2018 advisory board discuss the latest advances in firm wide data management, strategies for aligning business functions and creating an infrastructure to respond to regulatory requirements.

  • Key challenges and areas of focus in this current climate
  • Data ethics and privacy – how are you responding?
  • Responding to the buzz words of ‘innovation’, ‘FinTech’ and ‘RegTech’ – what do they really mean to your firm and how have you responded?
  • Creating a data driven culture and getting internal consumers of data excited about data management
  • Examining what ontology and data standards really means for data management professionals
  • Managing rising data and licensing fees, monetising data and justifying ROI to the business. Is the CDO moving towards the role of ‘Chief Product Officer’?

Andrew Barnett, Chief Data Officer, LEGAL AND GENERAL
Barry Green, Chief Data Officer, BANK OF IRELAND

10.20

Morning break

Network with peers (keep an eye out for delegates colour coded networking badge!), partake in EFIS BINGO and tap your Blendology badge to share and swap contact details!

10.50 Stream 1 – Analytics, AI and alternative data

The sessions in this stream will cover market data commercial management, costs, contracts and licensing agreements, effectively utilising new types of data, implementing analytics technology and considering AI and machine learning techniques.

Chairperson’s opening remarks

10.55

Managing costs and optimising vendor partnerships and contracts

  • Building interoperability between data vendors to improve the ability to shop between vendors for the same data sets
  • The delicate act of balancing costs and quality
  • Data as a Service - what would you like to see in the way of pricing models in the future?
  • Market data licensing in the current age – how should regulators be responding to licensing fees?
  • Overcoming the restrictions around rating providers
  • Is the next stage for regulators to look at price indexes?

Cornelia  Andersson,  Vice President at Blackstone Group, Head of Research and Market Data, BLACKSTONE
Stuart Burrows, Global Head of Market Data Management, SCHRODERS

11.40

Machine learning - unlocking the power of unstructured data

11.55

Alternative data sets: Is the financial sector becoming a data hoarder?


•    Defining alternative data, case studies and best practices
•    Applying new analytics tools and platforms to new data sets
•    Using alternative data with machine learning and AI
•    Utilising and integrating alternative data with existing data sets
•    Risks and ethical considerations around AI and alternative data
•    A single data source - what is really needed to optimize AI within the financial services and what other industries can we learn from in practice?

Abhijit Akerkar, Artificial Intelligence Strategist, LLOYDS BANKING

12.25

 

 

 

 

 

1.05

Analytics, data science and next generation cloud solutions

Join one of these "off the record" sessions to discuss key topics. Learn from your industry colleagues and collaborate during the session to resolve challenges.

Theme for each discussion: Gaining greater value  from your data

 

  1. Advances and innovation in analytics
  2. Data science
  3. Scalable data management and next generation cloud solutions

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Master class take aways

Each host will go on stage as part of a panel to share 2-3 key facts/findings from the session.

 

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10.50 Stream 2: Regulations, transparency and reporting

This stream will cover reference data strategy, regulations such as MiFID II and GRPR and the future of RegTech.


Chairperson’s opening remarks

10.55

Optimising reference data strategies to meet regulatory and business needs  

  • How are regulations such as FATCA, LEI and MiFID II impacting on your infrastructure?
  • Is GDPR affecting your role and if so, how? For instance, will it change how you handle client data?
  • The evolution of industry standards to aid regulatory mandates
  • Improving governance and controls over the benchmarks process
  • Prioritising compliance projects and working collaboratively with the regulators

Moderator: David Masters, Director - Operations Regulatory Reporting - Referential Data Coordinator, SOCIETY GENERAL
Chad Giussani, Head of Transaction Reporting Compliance, STANDARD CHARTERED
Senior Representative, SIX

11.40

An overview of the ‘Model-Driven Machine Executable Reporting (MDMER) project (suggested title)

11.55

The future of RegTech -  applying agile regulatory technology to aid compliance and better understand your risks

  • Priorities for the year ahead - now that most of the big regulatory deadlines (such as MiFID II and GDPR) are behind us, what is the future for RegTech?
  • Identifying threats and opportunities for RegTech projects
  • The involvement of the regulator – modernising the rulebook to respond to the pace of technology
  • Applying data science to tackle financial crime, detect insider trading, market manipulation and AML
  • How will industry standards such as FIBO shape the future (and adoption) of RegTech?


Moderator: Sophia Bantanidis, EMEA Head of Regulatory & Market Strategy, CITI
Colin Ware, Regulatory Product Manager, BNY MELLON

12.25

 

 

 

 

 

1.05

Data governance, semantic ontology and RegTech

Join one of these "off the record" sessions to discuss key topics. Learn from your industry colleagues and collaborate during the session to resolve challenges.


Theme for each discussion: Managing your data to respond to regulatory requirements  

1. Data governance and quality for reporting
Host:  Catriona Baldwin, Head of Data Governance, CREDIT SUISSE

2. Semantic ontology and data standards to aid regulatory reporting
Host: John Bottega, Managing Director, EDM COUNCIL

4.    RegTech and cognitive compliance solutions

 

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Master class take aways

Each host will go on stage as part of a panel to share 2-3 key facts/findings from the session.

 

Lunch and opportunity to network

  • Don’t forget to tap your Blendology badge to swap contact details with your peers!
  •  For those of you wanting to carry on the discussion join one of the ‘working lunch’ tables -  blue for market data, pink for reference data, green for analytics and AI, and orange for regulation.

 

2.25

Meet the regulators

Shape the discussion! If there is something that you would like to be addressed during this session, or if you have a question for one of the regulators, please let us know by submitting your comments online.

3.10

MiFID II -  Identifying new business opportunities

  • Lessons learnt and remediation priorities – what’s gone well and what hasn’t?
  • Maximising new data sources and responding to the wealth of data and information made available by MiFID II
  • How has the market coped with the introduction of the mandatory SI regime on Sept 1st?
  • Understanding who is a Systematic Internaliser (SI) and who should report a trade
  • What are the ongoing challenges and how can you overcome them?


Moderator: Chris Johnson, Senior Product Manager, HSBC SECUITIES SERVICES
Peter Moss, CEO, SMARTSTREAM REFERENCE DATA UTILITY

3.40

Afternoon break

Network with peers (keep an eye out for delegates colour coded networking badge!), partake in EFIS BINGO and tap your Blendology badge to share and swap contact details!

4.00

Keynote panel: A spotlight on the use of AI and data analytics in various industries

  • Transport    
  • Telecoms  
  • Social Media
  • Pharmaceutical

Speakers to be announced

Data Debrief:  Jamie Hyman, Deputy Editor, Inside Data Management

Round up of the day and explanation of the Champagne Roundtable Sessions