Speakers List - North American Financial Information Summit 2018
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Keynote

Stephen Harris

Global Head of Data Management Strategy

Facebook

Stephen (pronounced "Steffin") Harris joined Facebook in November 2017 as Global Head of Data Management Strategy. The Data Management Organization is focused on fraud and risk mitigation, centralized ownership of data quality & accuracy, and scaling operations to enhance the understanding of our clients by creating a seamless experience for sales and our advertisers. As part of this transformational journey, Harris and his team are working to enhance the end-to-end operational execution of the global business graph as well as building a connected strategy across the various functions that create and utilize this data. Prior to joining Facebook, Harris was with Wells Fargo, where he was the Head of Enterprise Data Strategy, Architecture & Transformation. Previous to that, he was the North American Head of Big Data and Analytics at Capgemini. He has more than 20+ years of professional experience in the data and technology domain. Harris holds a MS in Information Systems Management from George Washington University and a BS in Aeronautical Science/Air Traffic Management from Hampton University. Harris is based in San Francisco, CA at Facebook's Menlo Park Campus

Elly Hardwick

Head of Innovation

DEUTSCHE BANK

Elly Hardwick is Head of Innovation at Deutsche Bank, responsible for leading the bank's innovation activities and managing the Deutsche Bank Labs globally.

Working at the intersection of technology and financial services, Elly works closely with fintechs and Deutsche Bank's business divisions to discover, evaluate and drive the adoption of innovations that will shape the future of banking.

Elly was the founding CEO of the fintech start-up Credit Benchmark prior to joining Deutsche Bank, where she led the company to be the independent source for wholesale credit risk data and analytics. Her career experience includes roles with Thomson Reuters, Morgan Stanley and the UK Department of Trade and Industry.

She holds an undergraduate degree from Cambridge University and an MBA with Distinction from Harvard Business School.

Elly is based in London.

 

Speakers

Joseph Lodato

Chief Compliance Officer

GUGGENHEIM PARTNERS

Joseph is a member of the 2018 North American Financial Information Summit Advisory Board. View the full list of members here.

As a Executive, with more than two decades of fast-track leadership experience in the financial services industry, Joe Lodato offers a comprehensive understanding of the issues, trends, challenges and solutions facing leaders in today's dynamic and volatile financial services organizations.

Joe's career success is based on strong and decisive leadership, combined with the ability to bridge the divide between technology and business and ensure alignment with corporate objectives delivered through technology.

In Managing Director and Chief Operating roles, Joe led the successful integration of technology with financial and operations processes to ensure compliance and drive productivity across all levels of the organization, and in a variety of settings, from startup organizations to large global services organizations, including Bank of America, Lehman Brothers, Barclays Capital and AllianceBernstein.

Joe earned his degree in finance from the Lublin School of Business at Pace University in New York City and presently is the Chief Compliance Officer at Guggenheim Securities.

Rick Aiere

IT Manager

AIG

Rick Aiere currently works at AIG in the Corporate Business IT function for Enterprise Risk Management. He has over 20 years of experience in technology most of it in the financial industry providing data management solutions. As an industry expert and thought leader, he has provided a unique perspective and approach to define the architecture for data sourcing in his former role at Credit Suisse. As enterprise architect, he has proposed and implemented simplified strategic architectural solutions, defined global standards and led a team to build a framework for data sourcing. Rick has extensive experience in capital markets including trade data management, data governance, front to back trade flows, reference data, master data management, enterprise risk management and equities regulatory compliance.

David Saul

Senior Vice President and Chief Scientist

STATE STREET

David is a member of the 2018 North American Financial Information Summit Advisory Board. To view all board members please click here.

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

 

John Bottega

Senior Advisor, CDO Forum, Data Management Practic

EDM COUNCIL

John is a member of the 2018 North American Financial Information Summit Advisory Board - view the list of all 14 esteemed board members by clicking here

John Bottega is a senior strategy and data management executive with more than 30 years of experience in the industry. Over his career, John has held various positions in supporting a firm's data management functions. Since 2006, John has held the title of Chief Data Office in both the private and public sectors, serving as CDO for Citi and Bank of America, and holding the post of CDO for the Federal Reserve Bank of New York. Today, John is the Principal and Managing Member of his own consulting firm, Data Management Advisory Services, LLC, and is supporting the Enterprise Data Management Council as Senior Advisor and Consultant, responsible for the Council's CDO Forum and Data Management Practices.
As the former Chief Data Officer at Bank of America, John was responsible for driving the enterprise data management strategy. This included championing the data management policy and standards, establishing and operationalizing data governance, working with technology to define the data platform, infrastructure and tool simplification, and supporting the bank's data scientist team in their efforts to drive improved information analytics.
As the Chief Data Officer for the Federal Reserve Bank of New York (FRBNY), John worked with domestic and foreign regulators on financial sector data management and data quality. While at FRBNY, John led the effort to define and establish the LEI (Legal Entity Identifier), a global information standard for unique entity identification, key to enabling and strengthening systemic risk analysis in support of global financial stability. John also served as a Senior Advisor to the Director of the Office of Financial Research (OFR), an agency established by the Dodd-Frank Act within the US Department of the Treasury, responsible for the analysis and monitoring of industry-wide systemic risk.
As Chief Data Officer for Citigroup's Corporate and Investment Banking John defined their data management improvement strategy and roadmap. He led an effort that reduced the bank's BASEL capital risk exposure through improved data quality initiatives, resulting in significant bottom line savings to the firm.
John is a frequent speaker at industry conferences and industry symposiums, is currently a member of the Executive Advisory Board of NewVantage Partners and is a member of the advisory board of InformationWeek's Wall Street and Technology publication.

Brian Buzzelli

SVP, Head of Data Governance

ACADIAN ASSET MANAGEMENT

Brian is a member of the 2018 North American Financial Information Summit Advisory Board - view the list of all 14 esteemed board members by clicking here

Mr. Buzzelli is Senior Vice President and Head of Data Governance for Acadian, a quantitative institutional asset management firm specializing in active global, emerging and frontier investments utilizing sophisticated analytical models and specialized research expertise. He has primary responsibility for data governance policies, standards, data quality measurement, and alignment of data taxonomy, dictionary and meta-data management. With more than 20 years of leadership experience in prior roles including: Executive Director, Head of Enterprise Data Management, Americas responsible for Nomura's client reference and product data as well as market data commercial vendor management supporting the U.S. and global broker dealer operations. Vice President, Americas Head for Thomson Reuters Enterprise Pricing and Reference Data business and strategic roles as Business Architect and Cross-Segment Product Manager for Mellon's Global Asset Services division. He began his financial career at Federated Investors and is a graduate of Carnegie Mellon University with a Bachelor of Science degree in Information and Decision Systems and holds two Master degrees; Management of Information Systems and an MBA in Finance from the Katz Business School at the University of Pittsburgh.

Ellen (Robinson) Gentile

Assistant Vice President, Data Quality Manager & Data Steward

SUMITOMO MITSUI

Ellen is a member of the 2018 North American Financial Information Summit Advisory Board. To view all board members please click here.

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.

 

 

Meltem Kilicoglu

Data Strategy Leader, Data Strategy, Architecture & Transformation

WELLS FARGO

Meltem is a member of the 2018 North American Financial Information Summit Advisory Board. To view all board members please click here.

Meltem Kilicoglu is a data management professional with over 23 years of experience in the financial services industry. Through her work on both the consumer and vendor sides, she has led programs and teams towards developing and maturing data strategies and processes, delivered data and technology products and solutions to market, and successfully deployed them in consumer firms.

As Data Strategy Leader at Wells Fargo, she oversees customer data strategy and alignment, strategy governance, and oversight as part of the Enterprise Data & Analytics Strategy team. EDA's primary focus is on leveraging data as a strategic asset across the enterprise. Data is critical to Wells Fargo's continued success at deepening relationships with our customers, meeting our commitment to satisfy our customers' financial needs and responding to regulatory and risk management requirements.

Prior to this role, Meltem was the head of Business Advisory and Compliance, Market Data Services (MDS) at Wells Fargo, overseeing a team responsible for assisting line of business partners optimize their market data spend by choosing products and services that best met their needs and budgets, understanding and managing their usage and costs and ensuring that usage of market data was compliant to the underlying agreements for those services.

Prior to joining Wells Fargo in 2010, Meltem worked as a market and reference data consultant and product manager delivering products and solutions and executing projects aimed at selecting, integrating, and managing market and reference data for financial and regulatory institutions. She worked extensively with market data vendors and was employed at UBS and, prior to UBS, at Thomson Reuters for more than 10 years, most recently as the head of Enterprise Product Management for Data Scope Fixed Income and Corporate Actions products.

Meltem holds a BSc. in Industrial Engineering and an MBA in Finance and International Business and is a certified Financial Information Associate (FIA) from Financial & Information Services Association (FISD). She lives and works in New York City.

 

 

Manan Rawal

EVP, Head of US Model Risk Management

HSBC

Julia Bardmesser

SVP, Head of Data, Architecture and Analytics

VOYA INVESTMENT MANAGEMENT

Julia Bardmesser
SVP, Head of Data, Architecture and Analytics

Julia Bardmesser has recently joined Voya as Senior Vice President, Head of Data, Architecture and Analytics. In her role Julia is leading the transformation of Voya's enterprise data, architecture and analytics operating model to enable contemporary practices and robust discipline.
Prior to joining Voya Julia was a Global Head of Data Integration at Deutsche Bank, where she led the implementation of global metadata management platform that enabled data lineage and robust front to back data quality measurement.
Julia has over twenty years of experience in data management, data governance, data architecture and cross-platform solution delivery in the financial industry. She also worked at Citi, FINRA, Freddie Mac, Thomson Financial Services, Bear Stearns and Bloomberg L.P.
Julia has a Master of Arts degree in Economics from the New York University.

 

Karla K. McKenna

Director

CITI and GLEIF

Karla is a member of the 2018 North American Financial Information Summit Advisory Board - view the list of all 14 esteemed board members by clicking here

Karla McKenna is a director at Citi Transaction Services, Securities and Fund Services, managing Market Practice and Standards for these businesses.

Ms. McKenna participates actively in the development and promotion of standards and market practice. Ms. McKenna is Chair of the International Organization for Standardization Technical Committee 68 (ISO/TC68), Financial Services. In addition, she is Chair of the Securities Market Practice Group (SMPG), serves on the Board and Executive Committee of Accredited Standards Committee X9 (ASC X9), the Boards of International Securities Association for Institutional Trade Communication (ISITC) and XBRL International, supporting standards initiatives such as Issuer to Investor: Corporate Actions.

Ms. McKenna also represents ISO TC68 on the Financial Stability Board LEI Private Sector Preparatory Group (PSPG) supporting the implementation of a global LEI system. ISO/TC68's ISO 17442 standard has been endorsed by the FSB and the G-20 as the LEI code and data record attributes to be used in the global LEI system and implementation of the standard and the global LEI system is a main focus of the current work of the ISITC Regulatory Working Group.

 

Barry Raskin

Managing Director

JORDAN AND JORDAN

Barry is a member of the 2018 North American Financial Information Summit. To view all advisory board members please click here.

Barry Raskin joined Jordan & Jordan (J&J) in January 2016 as Managing Director of Management Consulting. After a 28 year career as the Managing Director of the Americas for SIX Financial Information and a similar role at GBST, a financial software firm, Barry joined Jordan & Jordan. J&J is the premier financial technology company providing regulatory, market data and trading solutions across the securities industry. Barry's extensive industry experience and network across all disciplines, enables him to provide J&J's clients with a wide range of consultative services based on clients' requirements. Barry is a member of the Inside Market Data Hall of Fame, has been a frequent industry panelist and speaker and holds a Bachelor of Science from Cornell University and an MBA in Finance from the University of Buffalo.

In 2017, Barry received the FISD Lifetime Achievement Award for his many years of service in the financial information industry.

Edmund Flynn

Executive Director, Global Market Data Sourcing

MORGAN STANLEY

Ed is a member of the 2018 North American Financial Information Summit Advisory Board - view the list of all 14 esteemed board members by clicking here

Ed is a Vice President at Morgan Stanley and has the responsibility of managing global exchange relationships and sourcing for exchange data use across the Morgan Stanley enterprise.

Prior to Morgan Stanley, he founded The Flynndex Company in 2011 to provide market data training and consulting services. Ed developed training classes to support the FISD Financial Information Associate Professional Certification program and collaborated with the eLearning firm "Finance Modules" to produce online market data training for the FISD FIA Certification.

Ed began his career with Interactive Data and Moody's Investors Service, then joined Fidelity Investments managing market data and investment research for the Fidelity Funds and the Fidelity enterprise.

Ed has an MBA from Babson College, a BS from the University of Vermont, is a member of the CTA Advisory Committee, the SIFMA Market Data Subcommittee and the FISD Executive Committee.

 

 

Lila Gordem

Market Data Sourcing Manager

CREDIT SUISSE

Lila is a member of the 2018 North American Financial Information Summit Advisory Board - view the list of all 14 esteemed board members by clicking here

I currently work in the Strategy and Sourcing division at Credit Suisse as the Market Data Sourcing Category Lead. My goal is to be a trusted partner for internal stakeholders on all Market data strategic sourcing activities by delivering optimally priced, risk mitigated third party supplier contracts that support key business activities and generate revenue for the firm. I have been at Credit Suisse for 18 years, always in the Market Data arena. My previous roles include Regional lead of Market Data, Market Data Business Analyst, and Market Data Finance team lead. Prior to Credit Suisse, I worked as a Process Engineer for Kvaerner and Honeywell. I have a Bachelor of Engineering degree from Cooper Union in Chemical Engineering.

Kevin Green

Head of Market Data Services – Americas

SOCIÉTÉ GÉNÉRALE

Roger Fahy

Vice President and Chief Operating Officer

CUSIP GLOBAL SERVICES

Roger Fahy is Vice President and Chief Operating Officer of CUSIP Global Services (CGS), which administers the CUSIP numbering system and the CUSIP International Numbering System (CINS) for the United States, Canada, and various global territories under contract to the American Bankers Association. Roger is responsible for the global growth of the CGS business units including: global data operations, product support and development, the ANNA Service Bureau product lines, and our derivative classification feeds and terminal products, including credit derivatives, syndicated loans and private placement services. Roger is focused on the significant expansion of CGS's services and presence in the Americas, EMEA and APAC.

For the past 5 years, Roger has been accountable for managing, developing, maintaining and enhancing Credit Ratings solutions and Cross Reference Services.

Roger joined Standard & Poor's in 1998 as Municipal Research Analyst in Standard & Poor's Securities Evaluations Group. He was appointed Director of the Securities Evaluations Research group in 2006 before moving on to manage Standard & Poor's Cross Reference Services group. In 2010 Roger assumed responsibility for RatingsXpress Credit Ratings, RatingsXpress Credit Research and Credit Wire. He led a successful multi-year initiative to synchronize and deliver S&P Ratings content over S&P Global Market Intelligence's Enterprise delivery system, orchestrating global coordination and education for regional leads and technology, sales, product and operations teams. Roger also served as a voting member of S&P Ratings Release Governance Committee, a committee of senior level executives from S&P Ratings and S&P Global Market Intelligence tasked with reducing franchise and operational risk, contributing to McGraw-Hill Financials's risk management policies.

Roger is Six Sigma Green Belt and Pragmatic Marketing certified. He holds a B.B.A. in International Business from Iona College.

 

 

 

 

 

Ayana Cavelle Richards

VP, Data Governance Delivery Manager, US Chief Data Office

HSBC

Ayana is a member of the 2018 North American Financial Information Summit Advisory Board. To view all board members please click here.

Over 10 years as a Data practitioner between Health Insurance and Finance industries covering regulatory reporting, business intelligence, data quality and analysis, data stewardship, data architecture, drafting/vetting EDM Policies and strategies. Creator of the MUFG Mitsubishi UFJ Trust and Banking Data Management Office and currently BCBS and CCAR Data Governor in the HSBC US Chief Data Office.

Lauren Kline

Vice President, Senior Strategist Content & Technology Solutions

FACTSET

Lauren Kline, Ms. Kline is Vice President, Senior Strategist, for FactSet's Content and Technology Solutions. Specifically, Ms. Kline is responsible for analyzing market research and determining the direction of the FactSet content, cloud and technology strategy. Since joining FactSet in 2006, Ms. Kline
worked as a Consultant until 2008, and then as an Economic Specialist until 2013, when she assumed her current role. Ms. Kline received
her B.S. in Policy Analysis from Cornell University.

Peter Moss

CEO

The SmartStream Reference Data Utility

Peter Moss, CEO of The SmartStream Reference Data Utility (RDU);
Peter joined the company in August 2016 following 25 years at Thomson Reuters. During his time at Thomson Reuters he established the Thomson Reuters Enterprise business, lead the integration of the Thomson Financial and Reuters businesses, ran data and technology operations as CTO and most recently lead the Financial Division, a global $6bn revenue business.
Peter graduated from Bristol University with honours in Mathematics and Computer Science.

Luis Valdich

Managing Director, Venture Capital Investing

CITI VENTURES

Luis Valdich joined Citi Ventures in late 2015 as a Managing Director and leads its New York office and venture capital investing activities in the US east of the Rockies and in Europe.

Luis is currently focused in Fintech, ecommerce and big data/analytics applications relevant to financial services. Luis actively looks for opportunities to invest in innovative startups that are pioneering new business models and technologies that intersect with Citi's businesses and where Citi can eventually add value via a commercial relationship as a user, service provider and/or partner which in turn can help Citi innovate. As such, Luis actively partners with the venture capital and startup ecosystems and with Citi businesses and functions firmwide.

From 2008 to 2015, Luis founded and ran JPMorgan Chase's Strategic Investments group; he was part of the investment committee, made over 40 investments, and participated in several boards. Previously Luis was a consultant at McKinsey and venture capital principal at Softbank.

Luis received his MBA from Harvard University and BA from Franklin & Marshall College.

 

Mostafa Raddaoui

VP, Capital Market Systems and Market Data Services IT

BANK OF TOKYO MITSUBISHI UFJ

Mostafa Raddaoui is Vice President of Capital Market Systems Technology


With more than twenty years of significant experience culminating in Application Development, Systems Management for advanced technology solutions including background in Market Data Service, Market & Banking Systems (Across all Asset Classes), Systems Integration, Records Information Management , Electronic Content Management. Planning, developing and implementing strategic directions associated with technology infrastructures, development required to support business and corporate objectives for the dynamic, highly demanding financial services industry.

Charismatic, Motivated and Possess strong analytical, interpersonal and communication skills.

Mostafa Raddaoui began his career as a developer then transitioned to software engineering, system engineering as well as an Architecture, well versed in technology especially the financial services.

Holds and M.S. Degree from Computer Science at Virginia Polytechnic Institute and State University

Laura Hamilton

BANK OF AMERICA MERRILL LYNCH

BANK OF AMERICA MERRILL LYNCH

Tamara Uvaydov

VP, Data Governance Delivery Manager, Financial Crime Risk, US Chief Data Office

HSBC

Donna Rudnicki

Chief Data Officer

RBC CAPITAL MARKETS

John Ahrendt

Senior Vice President, Enterprise Data and Analytics

WELLS FARGO

John Ahrendt manages the Data & Analytics Product team within the Enterprise Data & Analytics group at Wells Fargo & Company, focused on delivering a world-class customer experience and business results through generation of customer and business insight and innovative application of data capabilities.

Under John's leadership, the team's responsibilities include the major data and business intelligence platforms, business applications and analytical solutions. This includes data and analytics product development and delivery, supporting product management, credit management, risk management, operations, marketing, service, channels and other key business processes. In addition, John's team provides program leadership for customer experience data initiatives.

John has been with Wells Fargo since 2002 and has 30 years of experience in the financial services industry, with the last 20 years specifically in the data warehouse and business intelligence field.

Prior to joining Wells Fargo, John was the Director of Customer Information Systems at E*TRADE and prior to that, he was Director of Decision Support Applications at Bank of America. Earlier in his career, John was with Security Pacific Corporation and Citicorp, holding various management positions in Information Technology, Service Quality and Finance.

John resides in San Francisco and has a BS Degree in Business Administration from the University of South Dakota.

 

William (Bill) M. Cohee

Data Quality Manager, Chief Data Office

HSBC

Gordon Ritter

Vice President, Statistical ArbitrageAdjunct Professor, Courant Institute of Mathematical Sciences

NEW YORK UNIVERSITY and GSA CAPITAL

Gordon Ritter completed his PhD at Harvard University, where he published nine articles in several fields including quantum field theory, quantum computation, and abstract algebra. He is a recipient of Harvard's award for excellence in teaching. He also holds an Honors BA from the University of Chicago in Mathematics.

Ryan Burdick

SVP of Business Development

XIGNITE

Ryan Burdick - Senior Vice President, Business Development

Ryan Burdick brings over fifteen years of expertise in financial information technology and has led several companies through rapid growth and profitability. At Xignite, he is responsible for the worldwide business development team and partners, continuing to build on Xignite's record 2016 results and rapid expansion in Asia. Prior to Xignite, Burdick served as Head of Client Management North America for Markit, leading a team responsible for managing the company's enterprise software clients. Prior to Markit he was Vice President at S&P Capital IQ responsible for building partnerships and alliances to grow sales for the company's large portfolio of complex enterprise data and analytics solutions. Ryan also has held senior sales positions at Standard and Poor's. He graduated from St. Lawrence University Canton, NY.

 

 

John McManus

Executive Director Head of Sales and Marketing

SIX USA

John McManus heads up Sales, Marketing and Alliances for the Americas and has been with the Company since 2004. In his role he is responsible for leading all sales efforts in the US and responding to all of customers' need. He also responsible for identifying and responding to US Market Trends. Prior to joining the US team in 2015. John previously ran Sales and Marketing for SIX in the U.K. and Ireland.

At SIX, John is firmly focused on helping firms meet their core reference data, corporate actions and key regulatory data needs, especially Global Sanctions Monitoring, IRS871m, MIFID II and PRIIPs. John is a regular speaker at Industry events in Europe and the U.S.

Prior to joining SIX, John spent 10 years consulting in the Financial Services across the US & Europe. Johns holds a Master's Degree from University College Dublin.

John.Mcmanus@six-group.com

 

 

Harry Chopra

Chief Client Officer

AXIOMSL

Harry Chopra is the Chief Client Officer of AxiomSL. He joined the company in 2017 and is based in New York City. Bringing more than 30 years of experience in global sales and financial services, Harry is responsible for overseeing AxiomSL's global business development efforts, implement go-to-market stategies and build worldwide client-driven growth.

Prior to joining AxiomSL, Harry was the Chief Commercial Officer for Credit Benchmark, where he developed the concept of consensus credit estimates by working with the Chief Risk Officer and Chief Credit Officer community across national, regional and global banks. Before that, Harry led the global sales and client services function for S&P Capital IQ. Besides these roles, he also served as the head of International Retail and head of Institutional Marketing at Citigroup Asset Management.

Harry received his Bachelor of Art in Mathematics, with a minor in Economics, from the University of Delhi, and he holds an MBA in Marketing and Information Systems from The University of Michigan.

 

Maryse Gordon

Senior Business Development Executive

UnaVista, LSEG

Maryse Gordon - Senior Business Development Executive

Maryse has worked with financial software for 10 years and gained a wealth of knowledge and experience ranging from product development and support, to product management and Pre Sales. Staring her career at Hewlett Packard and progressing onto Logica, Maryse now represents UnaVista as a Senior Business Development Executive covering the Regulatory Compliance, Risk and Controls, and Data Solution offerings. Alongside being responsible for driving revenues across the US, leading market, industry and product research around regulatory compliance, Maryse actively contributes to the growth of the business, providing thought leadership and ensuring solutions are inline with industry appetite.

 

John Appleby

Global Head of COEs SAP Database and Data Management

SAP

Global Head of COEs
SAP Database and Data Management

John Appleby is the Global Head of SAP Database and Data Management Centers of Excellence. In this role, he is responsible for leading demand generation for SAP's core digital innovation platform-SAP HANA®-as well as Sybase databases, EIM, Middleware, SAP Data Hub and SAP Vora. Formerly, John was US general manager and SVP of global sales/marketing for Bluefin/Mindtree, a SAP gold services partner.

John has 19 years experience building and leading high performance teams focused on business innovation. He is a technology thought leader in the SAP ecosystem.

John began his career in the SAP ecosystem in 2002, and joined Bluefin in 2008 to build their Business Analytics & Technology Practice. Later, he created the first SAP HANA® practice and founded US subsidiary Bluefin Solutions Inc. Bluefin was acquired by Mindtree in 2015.
Prior to joining SAP, John served as the Senior Vice President of SAP Solutions, responsible for global sales and marketing at Bluefin, a Mindtree Company, and the President of Bluefin Solutions Inc., responsible for all business operations.
John holds an MA in Computer Science from Cambridge University, UK and is based at SAP's offices in Newtown Square, PA.

 

 

Anthony Vigilante

MD and Head of IT

Mackay Shields

Anthony is a Managing Director and head of the Information Technology Department at MacKay Shields LLC. Anthony graduated from New York University with a BS in Information Systems Management and from Fordham University with an MS in Computer and Information Sciences. Anthony also holds an Advanced Certificate in Financial Econometrics and Data Analysis from the Graduate School of Arts & Sciences at Fordham University. He joined MacKay Shields in 1999 and has been in the technology industry since 1994.

Lauren Kline

Vice President, Senior Strategist Content & Technology Solutions

FACTSET

Vice President, Senior Strategist Content & Technology Solutions, FactSet

Lauren Kline, Ms. Kline is Vice President, Senior Strategist, for FactSet's Content and Technology Solutions. Specifically, Ms. Kline is responsible for analyzing market research and determining the direction of the FactSet content, cloud and technology strategy. Since joining FactSet in 2006, Ms. Kline
worked as a Consultant until 2008, and then as an Economic Specialist until 2013, when she assumed her current role. Ms. Kline received
her B.S. in Policy Analysis from Cornell University.

 

 

Dr Ginny. A. Baro

CEO and Founder

FEARLESS WOMEN @WORK

Dr. Ginny A. Baro is a Fortune 100 certified executive coach, speaker, #1 bestselling author of Fearless Women at Work, and leadership expert. She is the CEO and founder of Fearless Women @WorkTM, an executive coaching and career strategy company that offers proven techniques and tactics to help organizations and support talented professionals to develop as leaders in business and in life.
Armed with more than 26 years of experience working in competitive corporate environments in financial services and technology in the New York City area, she is a sought-after speaker, trainer and facilitator for teams and leaders at all levels of management.
Prior to starting her own business, Ginny held various Director level roles at Lord, Abbett & Co., LLC, where she worked for more than 16 years. Before joining Lord Abbett, she was a Senior Software Engineer at Alliance Bernstein, and a Systems Manager at Prudential.
Ginny's academic degrees include a PhD in information Systems, an MS in Computer Science, an MBA in Management, and BA in Computer Science and Economics.

Patti Sachs, Director

Global Head Market Data Compliance and Exchanges

CITI


Patti Sachs
Global Head Market Data Compliance and Exchanges

Citi

Patti Sachs is a Director responsible for exchange management and market data compliance across Citi's businesses globally. In this role, she manages exchange and vendor market data relationships and licensing compliance. Prior to this position, Patti worked with Citi's legal counsel covering Citi's relationships with exchanges, vendors and end users of market data.
Patti is enthusiastic about the uses and evolution of market data. Over the past several years, she has been an active participant on several industry committees and subcommittees focusing on practical solutions to industry-wide issues. These include the Best Practices Committee of the Financial Information Services Association (FISD) of the SIIA (Software and Information Industry Association) working with representatives from data consumers, exchanges and vendors. Patti is Citi's representative on the Executive Committee of the FISD and a participant (CBOE's selection) on the Consolidated Tape Association (CTA)/Unlisted Trading Privileges (UTP) Advisory Committee.
Before entering the market data licensing field and the financial services industry, Patti was an intellectual property and technologies attorney and mediator, representing copyright owners in the music, media and publishing industries. Patti received her Bachelor of the Arts from the University of Pennsylvania and Juris Doctor degree from Fordham University Law School. She is admitted to the New York State Bar, a former member of Copyright Society of the USA, and has served as a mediation coach for Volunteer Lawyers for the Arts.

 

 

Steve Ellenberg

Licensing for Market Data, Reference Data, and Indices

Licensing for Market Data, Reference Data, and Indices

Steve was responsible for market data, reference data, and indices commercials management in previous roles he held at Credit Suisse, Citigroup Asset Management, and Morgan Stanley. Prior to that he held technical and sales-support positions at SIX Financial Information, ITG, and Haver Analytics. Most recently he has just completed a six year tenure at MDSL where he was Senior Consultant Professional Services and Product Manager for index licensing software. Steve has a BA from New York University, and received his FIA Market Data Professional certification from FISD.

Amy Kabia

Head of Party Reference Data Operations

JP Morgan Chase

Amy Kabia is the head of Party Reference Data Operations at JPMorgan Chase. She oversees a firmwide utility responsible for managing client, issuer, and counterparty reference data. Prior to her current role, she was the Chief Data Officer for JPMC's Corporate Treasury and Chief Investment Office. She gained a passion for data management from several years of experience running regulatory capital calculations which require large volumes of data. She is an advocate for the industry adoption of LEI (Legal Entity Identifier) to allow unambiguous identification of counterparties. Amy began her career at GE Capital where she earned a Six Sigma Black Belt for applying process management discipline to financial services challenges. Amy has an undergraduate degree from the University of Colorado, where she mixed equal parts studying and skiing. She resides in Chappaqua, NY with her husband and two children.

David Rukshin

Chief Technology Officer

WORLDQUANT

Mr. Rukshin is the Chief Technology Officer. Mr. Rukshin is responsible for the Firm's technology infrastructure, and for the operations function. From 1998-2014, Mr. Rukshin worked at D. E. Shaw group, a global investment and technology development firm with more than 1,000 employees. Most recently, Mr. Rukshin led a global team responsible for building a global technology infrastructure platform for quantitative trading businesses. From 2007 until 2011, Mr. Rukshin was global head of D. E. Shaw group's IT infrastructure engineering and operations. He held a variety of management and technical roles with D. E. Shaw group's IT organization from 1998-2007. Before coming to D. E. Shaw group, Mr. Rukshin worked at Chase Manhattan Bank supporting Equities, FX, and Fixed Income trading desks. Mr. Rukshin started his career in 1996 as a systems programmer at AT&T Labs Research. Mr. Rukshin holds M.S. in Technology Management from Columbia University, and B.S. in Management Science and Information Systems from Rutgers University.