Head of Innovation
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.
Stephen (Steffin) Harris
Global Head of Data Management Strategy
Joseph W. Lodato
Global Head of Compliance Technology and Surveillance
As a professional with more than two decades of experience in the Financial Services industry, Joe Lodato offers a comprehensive understanding of the issues, trends, challenges and solutions facing CCOs 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 technnolgy. In Chief Compliance Officer and Chief Operating roles, Joe led the successful integration of technology 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 Global Head of Compliance Technology and Surveillance at Guggenheim Partners.
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.
SVP and Chief Scientist
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.
Principal, Data Management Advisory Services, LLC Senior Advisor, Chief Data Officer Forum
John is a member of the 2017 North American Financial Information Summit Advisory Board - view the list of all 12 esteemed board members by clicking here
John Bottega is a senior strategy and data management executive with more than 35 years of experience in the industry. Over his career, John has held various positions in supporting a firm's data management functions. From 2006 to 2014, John 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 Senior Advisor & Consultant for the Enterprise Data Management Council, where he is responsible for the Council's CDO Forum and Data Management Best Practices activity and their Data Capability Assessment Model (DCAM) training program.
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 has been a frequent speaker for over 17 years at industry conferences and industry symposiums. He is currently a member of the US Treasury Department's Financial Research Advisory Committee to the OFR, a member of the Executive Advisory Board of NewVantage Partners, a member of the Wall Street & Technology Reader Advisory Board, and a member of the Board of Directors of ACTUS, a non-for-profit association focused on the improvement of systemic risk monitoring and financial market transparency.
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
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.
Data Strategy Leader, Data Strategy, Architecture & Transformation
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.
EVP, Head of US Model Risk Management
Manan is currently a Senior Vice President at HSBC where he focuses on stress testing and enterprise wide risk management. Previously, he was Regional Manager of OTC Derivatives Pricing and Risk for HSBC's securities services division which involved evaluating client portfolios across multiple asset classes and strategies in the alternative investment space. Manan also worked at Deutsche Bank, Swiss Re and DKR Capital. At DKR, he ran a portfolio focusing on global volatility trading across convertible bonds and equity derivatives. His experience covers portfolio management for derivative products as well. He is also an adjunct faculty member at the New York Institute of Finance. Manan specializes in courses related to the trading and risk management of derivatives across asset classes, including equity, fixed income, foreign exchange and credit. His course offerings have also included stress testing, Asian capital markets, and structured products.
Manan has a B.S. Finance from the Wharton School at the University of Pennsylvania, M.Sc. in Economics from the London School of Economics and an executive MBA from the Trium program.
Chair of the International Organization for Standardization Technical Committee 68 (ISO/TC 68) and Head of Standards
Karla McKenna is an international standards specialist in the area of financial services. Ms. McKenna is director of Market Practice and Standards at Citi and in this role drives development and adoption of financial services standards for Citi's Securities businesses.
Within the industry, Ms. McKenna is Chair of the International Organization for Standardization Technical Committee 68 (ISO/TC 68), Financial Services, Chair of the Securities Market Practice Group (SMPG), and serves on the Board and Executive Committee of Accredited Standards Committee X9 (ASC X9). Ms. McKenna also has served on the Boards of the International Securities Association for Institutional Trade Communication (ISITC) and XBRL International.
In May 2015, Ms. McKenna began a secondment to the Global Legal Entity Identifier Foundation (GLEIF) as the Head of Standards for the GLEIF. In this role, Ms. McKenna is responsible for facilitating the development and implementation of GLEIF standards and leveraging international standards from organizations such as the International Organization for Standardization (ISO) to maximize data quality and the operational integrity of the Global LEI System (GLEIS).
Executive Director, Global Market Data Sourcing
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.
Market Data Sourcing Manager
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.
Head of Market Data Services – Americas
Ayana Cavelle Richards
VP, Data Governance Delivery Manager, US Chief Data Office
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.
Vice President, Senior Strategist Content & Technology Solutions
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.
The SmartStream Reference Data Utility
Peter Moss, CEO of The SmartStream Reference Data Utility (RDU); in partnership with Goldman Sachs, JPMorgan Chase and Morgan Stanley.
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.
Managing Director, Venture Capital Investing
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.
VP, Capital Market Systems and Market Data Services IT
BANK OF TOKYO MITSUBISHI UFJ
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
VP, Data Governance Delivery Manager, Financial Crime Risk, US Chief Data Office
Senior Vice President, Enterprise Data and Analytics
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
Senior Portfolio Manager
Gordon Ritter completed his PhD in mathematical physics at Harvard University in 2007, where his published work ranged across the fields of quantum computation, quantum field theory, differential geometry, and abstract algebra.
Gordon is currently a senior portfolio manager at GSA Capital, and leader of a team trading a range of high-Sharpe absolute return strategies across geographies and asset classes.
Prior to joining GSA, Gordon was a Vice President of Highbridge Capital and a core member of the firm's statistical arbitrage group, which although less than 20 people, was one of the most successful quantitative trading groups
in history, responsible for billions in profit and trillions of dollars of trades across equities, futures and options.
Concurrently with his positions in industry, Gordon teaches courses ranging from portfolio management to econometrics at Rutgers University, and also at Baruch College (CUNY) and New York University. He has also published several articles on modern portfolio theory in top practitioner journals.
SVP of Business Development
Senior Pre-Sales and Business Development Manager
Senior Pre-Sales and Business Development Manager, UnaVista, LSEG
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. Starting her career at Hewlett Packard and progressing onto Logica, Maryse now represents UnaVista as a Pre-Sales and Business Development Manager covering the Regulatory Compliance, Risk and Controls, and Data Solution offerings. In demonstrating and delivering details on the application capabilities and supporting the overall sales process, Maryse actively contributes to the growth of the business, providing thought leadership and ensuring solutions are inline with industry appetite. Now based in the United States, Maryse plays a fundamental role in driving and generating new business for the organization, identifying new opportunities for growth as well as supporting local client engagements.
Head of Global Information Technology
Anthony is a Managing Director and head of the Global Information Technology group at MacKay Shields. He graduated from New York University with a BS in Information Systems Management and from Fordham University with an MS in Computer Science. Anthony also holds an Advanced Certificate in Financial Econometrics and Data Analysis from the Graduate School of Arts & Sciences at Fordham University. He regularly speaks at various technology conferences and is significantly involved with the Computer Science program at Fordham University. He joined MacKay Shields in 1999 and has been in the industry since 1994.
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.
Chief Technology Officer
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.