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 as well.
  • Pick up your Blendology badge (a simple tap and you can share your contact details with your peers)
 

8.55

START OF THE MAIN CONFERENCE

8.50

Welcome remarks and ”A year in review”

During these remarks our 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, Editor, Inside Data Management

9.00

Keynote presentation: Identifying and scaling new data science methods: examples from Uber

  • Identifying new data science approaches based on “first principles” thinking
  • Scaling approaches to ensure that they have the maximum impact
  • Case studies on how Uber have scaled methods from the behavioural sciences

 Totte Harinen, Senior Data Scientist, UBER

9.30

CDO perspectives – the top priorities

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 CDOs, please let us know by submitting your comments online.

  • 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’?

Moderator: John Bottega, Executive Director, EDM COUNCIL
Andrew Barnett, Chief Data Officer, LEGAL AND GENERAL
Barry Green, Former Chief Data Officer, BANK OF IRELAND
Gary Goldberg, Chief Data Officer, MIZUHO INTERNATIONAL
Anantha Prasad, Head of Data & Information Management and Chief Data Officer, EMEA, HSBC
Nigel Matthews, Head of Data Product Management, ING

10.10

Keynote presentation: Data and AI innovation in regulated industries

Tim Lum, Head of Data and Insight, VIRGIN ATLANTIC

10.40

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.

The NEW EFIS mentorship programme

  • 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
Naomi Clarke, Head of Data, GAM
Rickie Glasgow, VP, Reference Data Services, DEUTSCHE BANK

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.

11.20 Stream 1 – Data costs and licensing, analytics and cloud

The sessions in this stream will cover market data commercial management, costs, contracts and licensing agreements, implementing analytics technology and cloud solutions.

11.25

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?

Moderator: Paola Cereghino, Vice President, JP MORGAN
Cornelia  Andersson,  Vice President at Blackstone Group, Head of Research and Market Data, BLACKSTONE
Stuart Burrows, Global Head of Market Data Management, SCHRODERS
Meg Dillon, Sourcing Manager, Market Data, INDEPENDENT
Claire Pannell, Head of Vendor Management, LEGAL AND GENERAL
Terri Morgan, VP, Sales Manager, RIMES

12.10

 

 

 

 

 

 

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
    Host:  Dr. Gah-Yi Ban, Assistant Professor of Management Science & Operations, LONDON BUSINESS SCHOOL
  2. Data science
    Abhijit Akerkar, Artificial Intelligence Strategist, LLOYDS BANKING
  3. Data, next generation cloud and knowing your aaS from your elbow
    Host: Steven Dorward, Lead Architect, LLOYDS BANKING GROUP

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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.

 

 

11.20 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.

Chair Person: Jamie Hyman, Editor, Inside Data Management

11.25

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, SOCIETE GENERALE
Chad Giussani, Head of Transaction Reporting Compliance, STANDARD CHARTERED
Karla McKenna, Chair, ISO TC 68, Financial services and Head of Standards, GLEIF
Peter Moss, CEO, SMARTSTREAM REFERENCE DATA UTILITY
Roy Kirby, Head Commercial Policy and Pricing, SIX
Emma Kalliomaki, Managing Director, ANNA

12.10

 

 

 

 

 

 

 

 

 

 

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

3. RegTech and cognitive compliance solutions
Host: PJ Di Giammarino, CEO, JWG and Chairman, REGTECH FOUNDATION

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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.

1.10

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

2.10

Regulatory keynote: Strategic approach to supervisory reporting - a regulatory perspective

Olga Petrenko, Team Leader, Market Data Policy Team, Markets Department,EUROPEAN SECURITIES AND MARKET AUTHORITY (ESMA)

2.40

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

  • 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
Suman Datta, Head, Portfolio Quantitative Research, LLOYDS BANKING GROUP
Colin Ware, Regulatory Product Manager, BNY MELLON
Ruth Wandhofer, Global Head Regulatory, Market and Innovation Strategy, CITI
Aqil Khan, Global Head of Trade Reporting in Regulatory Operations Technology, GOLDMAN SACHS

3.15

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!

3.45

Panel: Al, analytics and alternative data sets- generating new business opportunities

  • The latest developments in advances analytics – use cases and lessons learnt
  • Applying new analytics tools and platforms to new data sets
  • 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?
     

Moderator: Richard Bateson, Director, BATESON ASSET MANAGEMENT
Abhijit Akerkar, Head of Applied Sciences Business Integration, LLOYDS BANKING
Angela Johnson, Global Programme Director, Anti-Financial Crime Analytics Technology, DEUTSCHE BANK
Dr. Gah-Yi Ban, Assistant Professor of Management Science & Operations, LONDON BUSINESS SCHOOL
Yehuda Dayan, Co-Head of the Research Innovation Lab, CITI 

4.30

Data Debrief:  Jamie Hyman, Editor, Inside Data Management

4.40

Drinks reception with delegate discussion tables

Grab a drink from the bar and network with peers, or join at an “off the record” informal Champagne Roundtable to discuss the key concerns debated in earlier sessions. Learn from your industry colleagues and collaborate to resolve challenges, share ideas and improve your strategy.

  1. Market Data Costs, Contracts and Licensing
    Host:  Meg Dillon, Sourcing Manager, Market Data, LLOYDS BANKING GROUP
     
  2. Women in data - diversity, inclusion and leadership
    Host:  Angela Johnson, Anti-Financial Crime Analytics Technology Programme Director, DEUTSCHE BANK
     
  3. Governance, transparency and quality
    Host: Naomi Clarke, Head of Data, GAM
     
  4. ESG data: Integration into mainstream investment
    Host: Chris Johnson, Senior Product Manager, Market Data, HSBC SECURITIES SERVICES

5.30

Conference ends

6.00

European Financial Information Summit Women in Finance Dinner - Promoting and celebrating equality in the workplace

  • How can the financial industry establish diversity in leadership roles?
  • What can organizations implement now to ensure a steady pipeline of diverse, qualified candidates?
  • Is transparency the key to closing the pay gap?
  • What impact does company culture and expected work/life balance have on diversity and equality?

Moderator: Jamie Hyman, Editor, Inside Data Management 
Ruth  Wandhofer, Global Head Regulatory, Market and Innovation Strategy, CITI (2016 & 2017 Women in FinTech Power List)
Jane Karczewski, Managing Director, Head of Global Custody, Global Banking & Markets, HSBC (Member of Board of Directors, London Women’s Forum)
Bijna Dasani, Group Architecture and Strategy, LLOYDS BANKING GROUP
Siobhan  Clarke, COO Investment Operations, M&G