Solution Evaluation Day

Solution Evaluation Day

Register your interest for the NAFIS Solutions Evaluation Day 2019

HERE

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Dessa Glasser

Board Member

OPPENHEIMER HOLDINGS

Dessa advises clients in the areas of data, analytics and risk. She has a 25-year proven track record successfully designing and executing global innovative solutions, often influencing a Board or Operating Committee. She built the Chief Data Office for JPMorgan Chase Asset Management, serving as the first CDO, and initiated the Capital Stress Testing Analytics team for JPMorgan Chase. She was Deputy Director of the Office of Financial Research (US Treasury), responsible for data, international standards (including the Legal Entity Identifier, LEI), analytics and technology and building the Office. As the first CRO, she launched the Chief Risk Office for Bunge. Dessa has held senior positions at Credit Suisse, Merrill Lynch, IBM and KPMG. She began her career teaching finance at Rutgers University. Dessa has a Ph. D. and MA in Economics from Fordham University and serves on the advisory Board of the Graduate School of Arts and Sciences. She has a BS in Business from Fairleigh Dickinson University and was co-president of the Women's Bond Club of NY.

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David Saul

SVP and Chief Scientist

STATE STREET

David Saul is Senior Vice President and Chief Scientist at State Street Corporation, reporting to the Chief Information Officer. In this role, he is responsible for proposing and assessing new advanced technologies for the organization as well as evaluating technologies already in use at State Street and their likely evolution in order to reinforce the organization's leadership position in financial services.

Mr. Saul previously was Chief Information Security Officer, where he oversaw State Street's corporate information security program, controls and technology. Prior to that, he managed State Street's Office of Architecture, where he was responsible for the overall enterprise technology, data and security architecture of the corporation. Mr. Saul joined State Street in 1992 after 15 years with IBM's Cambridge Scientific Center, where he managed innovations in operating systems virtualization, multiprocessing, networking and personal computers. Mr. Saul serves as a Trustee of the Massachusetts Eye and Ear Infirmary. In 2007 he was honored with a Computerworld Premier 100 IT Leader Award. American Banker named Mr. Saul as one of its Top Innovators of 2013 for his work on data semantics and standards.

Mr. Saul holds Bachelors and Master's degrees from the Massachusetts Institute of Technology.

 

 

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Ellen Gentile

Assistant Vice President, Data Quality Manager & Data Steward

SUMITOMO MITSUI

Ellen Gentile, Assistant Vice President

Information Control Department, Americas Division

Ellen Gentile is the data quality manager for the SMBC Americas Division of Sumitomo Mitsui Banking Corporation. Ellen has over 20 years of experience in the financial services sector and has worked in various capacities for companies such as Cowan & Company, Morgan Stanley, Bank of America, Banc of America Securities and Pershing, LLC. As SMBC's data quality manager, Ellen works assiduously to establish and implement all facets of a comprehensive data quality program at the SMBC Americas division.

Prior to managing SMBC's data quality, Ellen championed the use of qualified data as a core enterprise resource supporting decision makers. To best deliver and monitor quality of service and information, Ellen established and set enterprise standards through operational quality scorecard products at Pershing, LLC. The quality based products she managed provided the much needed insight and transparency clients require to manage and grow their businesses.

 

 

Solution Evaluation Day

May 20th 2019, New York, USA 

The landscape of financial data regulation and fintech innovation is changing. With the aim of lowering the total cost of operations while providing the best services, products and outcomes for customers, technology and data, spend is top of the priority list for any successful global firm. On top of this, technology, innovation and regulation have opened up the door to a number of new entrants to help fill this void. The boom in new platforms is now in full swing, and this has inadvertently given capital markets the task of navigating this pool of new initiatives to establish who is best to meet their reporting, data and analytical requirements.

This highly interactive half day workshop has been specifically created to give end users an unbeatable, time-saving opportunity to meet and compare the leading platforms, products and solutions in a neutral platform, in one afternoon of networking alongside industry peers and counterparts. During this session the end users will have the chance to establish:

WHO is best suited to help them to:

•    Establish a functional, efficient and cost effective approach
•    Utilize the capabilities of AI solutions and analytical systems for compliance purposes 
•    Centralize compliance strategy and systems to meet multiple reporting requirements simultaneously and effectively

How the day will run:

This topical post-conference interactive day starts over lunch, giving you the chance to grab a bite and work the room, mixing with Capital Market leaders alongside only 5 other leading platform providers.
To set the tone and get the end users thinking, we have created a capital markets only panel of leading experts to kick off the day, giving you a sense of what they make of the current platform landscape and short list key areas you should be addressing when you are selling your platform. You will join each of the leading platforms giving a 5 minute elevated pitch presentation on the benefits of their offering and why end users should be working with you.

Following this, you will host one of the 6 unique roundtables when the audience will be split into groups consisting of 6-8 end users. You will then have the chance to answer questions, address concerns, and discuss your views with your prospects.

Followed by joining the cocktail reception (only open to the 6 exclusive sponsors and end users) and continue the conversation.
 


 

Pre-registration required

12:00pm - 1:00pm

Welcome networking lunch

1:00pm - 1:05pm

Welcome remarks and explanation of the day

1:05pm - 1:35pm

 

 

1:35pm - 2:05pm

2:05pm - 2:35pm

2:35pm - 3:05pm

Data & RegTech Leaders Panel – Advice for the Imminent Challenges of the Year Ahead

David Saul, SVP and Chief Scientist, STATE STREET
Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS
Ellen Gentile, Assistant Vice President, Data Quality Manager & Data Steward, SUMITOMO MITSUI 

 

Rotation 1

Rotation 2

Rotation 3

 

3:05pm - 3:35pm

 

Afternoon break

3:35pm - 4:05pm

4:05pm - 4:35pm

4:35pm - 5:05pm

Rotation 4

Rotation 5

Rotation 6

5:05pm - 5:15pm

Closing remarks

5:15 - 6:15pm

Networking drinks reception