North American Financial Information Summit

Welcome to "NAFIS" 2019 - the premier conference and networking event for senior data, compliance and technology decision makers.

KEYNOTE       SPEAKERS

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Roman Regelman

Senior Executive Vice President, Head of Digital

BNY MELLON

Roman Regelman is Senior Executive Vice President and Head of Digital for BNY Mellon. He is a member of the company’s Executive Committee. Mr. Regelman is responsible for setting the strategic direction for the firm’s digital future to achieve significant improvements in the company’s business performance and customer and employee experience. He drives investments in our client and internal digital capabilities, including data management, analytics, artificial intelligence, machine learning and robotics. He leads the global digital team across the company, attracting and developing top digital talent.

Prior to joining BNY Mellon, Mr. Regelman took on senior leadership roles that spanned Chief Operating Officer, Chief Digital Officer, Head of Transformation and Head of Customer Journeys. He was a Partner and Managing Director of Boston Consulting Group (BCG) where he co-led its Financial Institutions Digital business and led Customer Journey, North American Financial Institutions Operations and Lean Practices. At BCG, he ran numerous financial institution and service company transformations, including end-to-end customer journeys, process digitization, Agile, restructuring technology and operations. Prior to BCG, he worked at Booz and Company, Bain & Company, NerveWire/Wipro, Mitchell Madison Group, One Core, GTE/BBN and Gazeta Distribution.

Mr. Regelman earned a Bachelor of Science in Mathematics from St. Petersburg State Technical University, St. Petersburg, Russia and a Master of Business Administration from Olin Graduate Business School at Babson College, Wellesley, MA. He is a recognized author and frequent commentator on digital, customer journeys and transformation.

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Alex Golbin

Managing Director, Global Head of Data Services

BLACKROCK

Alex Golbin, CFA, Managing Director, is the Global Head of BlackRock Data Services (BDS). This group provides centralized data support for the Firm, serving the dual mission of supporting BlackRock and BlackRock Solutions (BRS) clients through overseeing Reference Data and Pricing, Portfolio and Benchmark data and analytics, as well as Risk, Analytics and Performance Reporting. BDS teams also manage Client Data, Invoicing and Reporting for Retail and Institutional businesses. BlackRock Data Services ensure comprehensive Quality Assurance and timely delivery of all information relevant to clients and investment professionals, while running a scalable operational process on over $17T of BlackRock and BRS assets. Mr. Golbin is a member of Global Operating Committee.

Prior to joining BlackRock in 2005, Mr. Golbin was a Principal in Banc of America Securities' Fixed Income Credit Strategy group. Previously, he was a Senior Vice President at Lehman Brothers Fixed Income Research department. Mr. Golbin joined Lehman Brothers in 1994, and became responsible for producing Global Family of Fixed Income Indices. Previously, Mr. Golbin spent three years as a systems analyst with Siemens Corporation.

Mr. Golbin earned a MS degree in computer science from Hofstra University in 1996.

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Sareena Dalla

Global Innovation and Strategy

VANGUARD

Sareena currently oversees Vanguard’s portfolio of next generation products, services and emerging offers developed out of its Innovation lab. There, she has built and lead interdisciplinary and matrix teams of product owners, designers, developers, data scientists, marketers, business SMEs, and go-to-market strategists through the entire product innovation lifecycle: research and discovery, design and experimentation, proof of concept iteration through to product delivery.

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Vijay Kasarabada

Managing Director and Global Head of Technology

LAZARD ASSET MANAGEMENT

Vijay Kasarabada is the Global Head of Technology for Lazard Asset Management. He began working in the investment field in 2000. Prior to joining Lazard in 2017, Vijay was a Managing Director within BlackRock's Aladdin product group helping build several aspects of their technology to support the wider investment management process from Front through Middle through the Back Office. Prior to that Vijay worked at large institutions such as Merrill Lynch, Citigroup and Goldman Sachs (where he started his technology career on Wall Street), helping architect solutions in the Capital Markets Sales and Trading domain, along with a core expertise in the Investment Management domain. Vijay’s responsibilities focus on all aspects of technology that support Lazard Asset Management’s global business operations. Vijay has an MBA in Finance and Business Strategy from Rutgers and a B.S. in Computer Science from Rohilkhand University.

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Thomas Mavroudis

Group Head of Data Quality

HSBC

Thomas Mavroudis is an accomplished Data Management and IT professional with over 20 years of management experience. He is considered a thought leader in the Data Management space and has built the Global Data Quality practices at two of the largest financial institutions. His experience spans managing bank consolidations and conversions, global IT transformation and Innovation initiatives, as well as standing up Centers of Excellence around Data management, Operations and Technology services.

He spearheaded the Basel II Data Quality reporting to the Board of Directors as well as developed targeted Corporate KPI's which were used to manage the Liquidity and Capital Ratio of the firm. He also built the global Big Data Shared service supporting advanced analytics to effect expense reduction and revenue growth.

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Peter Serenita

U.S. Chief Data Officer

SCOTIABANK

Peter Serenita is the US Chief Data Officer for Scotiabank, responsible for defining and implementing a data management capability to improve data quality and leverage data for business enablement. He is also the Chairman of the Enterprise Data Management Council, a trade organization advancing data management in the financial services industry. Prior to joining Scotiabank, Peter was the Group Chief Data Officer and was responsible for the data management and analytics practices across all businesses and global functions at HSBC, focusing on improving data consistency across the firm. Previously, Peter was a 28-year veteran of JPMorgan having held several key positions in business and information technology including the role of Chief Data Officer of the Worldwide Securities division.

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Risë Zaiser

US Chief Data Officer

SUMITOMO MITSUI BANKING CORPORATION

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Steve Hansen

Vice President – Market Data

MORGAN STANLEY

Since 2013, Steve has held the position of market data sourcing manager at Morgan Stanley. Before joining Morgan Stanley, Steve managed market data teams for over 13 years in the Americas for two European firms: Dresdner and Societe Generale. Steve’s career has spanned over 26 years in the market data space, whether working for providers of data (Knight-Ridder) or in investment banking encompassing both institutional and retail operations.

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Tarun Sood

Head of Data and Analytics

VANGUARD INSTITUTIONAL INVESTMENT GROUP

Seasoned leader with 15 years of Data and Analytics experience. Strong Analytics, Cloud and Data background with excellent communication and management skills and a track record of establishing and maintaining successful partnerships with Business and IT executives. Proven execution and performance at the executive level, with an innate ability to implement effective solutions that align with the business.

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Steve Listhaus

Head of Market Data Services

WELLS FARGO

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350

End-users

professionals

150

Firms

globally

40

Speakers

from investment banks, asset managers and regulators

7

Faciliated

networking and learning opportunities

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Efficiency

Streamlining processes and increasing operational efficiency in data management and governance

VIEW AGENDA

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Cost saving

Reducing operational costs and enhancing profitability to gain better margins for market and reference data

ADVISORY BOARD

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Financial Technology

Leveraging on Finance innovations to help mitigate risks and maintain the competitive edge

SPONSORS

Driving change for capital markets growth

Have your voice heard at interactive roundtables, learn from peers facing the same challenges at their respective firms, listen to the experts, hear their success stories, and meet 350+ Senior decision makers over 5 networking breaks.

BOOK NOW

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Blendology - Interactive Badge Technology

At our event we will be using Blendology to provide oneTap networking through our conference badges. This technology makes it easy for you to exchange your contact information - a online business card!

You will be able to use it to exchange minimum contact information (Name, Job title and Company name) When you access your profile, you will have the opportunity to add additional contact information, for example photo and mobile phone number, directly or from LinkedIn.

Making networking easy!

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The audience

Should you be attending the North American Financial Information Summit? If you are in one of these industries, we think you should!

Take a look at exactly who attends and which senior professionals you may be able to meet at our 2019 event.

DELEGATE LIST

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If you have any queries regarding the North American Financial Information Summit 2019, please contact the relevant person below:

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NAFIS Masterclass: Setting up your DMP center of excellence: The key steps to getting your data foundation right before implementing AI

  • Adapting to changing structures 
  • Optimizing operating models and analytical capabilities in data management and governance
  • Leveraging on Finance innovations to help mitigate risks and maintain the competitive edge
  • Embracing data transformation
  • The changing value propositions of data, compliance, and technology function

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