7.45 Arrival for 08.00 Start - Finish at 8.50

Women in Technology and Data: Interactive Breakfast Briefing (Invite list only)

Inside Data Management and Waters Technology are committed to promoting diversity, equality and encouraging change within the financial industry. Over the past few years it has become apparent that women still make up significantly less than half of senior positions within the data and technology divisions, and that attracting female talent to these functional areas is a challenge.

After the success of our first breakfast last year at the Waters USA conference, we would like to invite you to join us before NAFIS 2018 to expand your industry network, hear from senior female industry figures and promote female leadership for an equal future.

08.00 - 08.15: Keynote Presentation: Dr. Ginny A. Baro, CEO and Founder of FEARLESS WOMEN @WORK

08.15 - 08.45: Interactive panel discussion and Q&A

Questions and topical points will include:

  • Pay discrimination and workplace equality - a thing of the past or an underground issue?
    How to get to the top - leadership skills and the benefits of mentor programs
  • Encouraging the next generation of female leaders to consider roles in financial data and technology
  • Unconscious bias - recognizing areas for improvement in your fir
  • Work/life balance - overcoming the hurdles and changing perceptions

08.30

General Registration, refreshments and networking in the partner hub:

Join us for bottomless tea, coffee and continental refreshments before the conference begins - meet our vendor partners, and network with industry leaders to prepare yourself for the day ahead.

Networking innovations:

Colour coded coffee cup sleeves - grab a coffee and choose your sleeve to correspond with your area of expertise! Red for analytics/AI, blue for market data, yellow for governance, quality and EDM strategy, green for FinTech/Innovation and pink for regulation and standards.

Meet the speakers lounge - head by the lounge area in the partnership hub to chat with the speakers and members of the advisory board. Use this area as a meeting point to make new connections!

Advice wall - throughout the day we'll be posting information from all of the sessions and presentations so you don't miss out on any of the advice given!

Recharge Work Zone and SliDo Wall - Throughout the day you can take a seat in the recharge zone where work stations will be provided. Check your emails or take a break from the main conference while staying tuned-in to the sessions around you - plasma screens will show the SliDo poll results and questions coming in from the audience in the room.


Be sure to pick up a portable phone charger from the registration desk to stay connected all day!


Start of the main conference - Astor Ballroom

08.55

"Navigating NAFIS" - Welcome remarks and industry overview : Max Bowie, Editor of Inside Market Data and Inside Data Management

  • Opening comments and "meet your neighbour" - "Getting NAFIS talking" - Open the envelope on the table in front of you and ask your neighbour the question inside!
  • Industry insights
  • Advisory Board update
  • Explanation of new event format for 2018
  • Audience Participation: First Interactive SliDo Poll

09.05

EXCLUSIVE Keynote Speech: Thought Leadership Presentation

Stephen Harris, Global Head of Data Management Strategy, FACEBOOK

09.35

A conversation with the NAFIS Advisory Board... #ASKNAFIS

In February 2018 the NAFIS Advisory Board met to discuss the latest industry challenges and strategies in preparation for the conference. Join us for this invaluable live group discussion to hear how to re-think your EDM strategy, consider futuristic offerings, apply AI and cognitive solutions within the data function, learn from consumer technology, and strive for a customer-centric organisation.

Topics to be addressed include:

  • Re-defining your data strategy (and justifying the cost implications!)
  • Striving for operational efficiency and improved data quality benchmarking
  • Lending ourselves to "analytical innovation"
  • Monetizing alternative data sets
  • Out with the old and in with the new - who are the disruptors and where are the key areas for change?

Submit your questions for the advisory board in advance of the conference - email briony.lammas@infopro-digital.com now!

Meet members of the advisory board during the morning break in the speaker lounge area within the partnership hub

Moderator: John A. Bottega, Interim Managing Director, EDM COUNCIL
Brian Buzzelli, SVP, Head of Data Governance, ACADIAN ASSET MANAGEMENT
Ellen J. Gentile, Vice President, Data Steward, Data Quality Manager, Information Control Department, Americas Division, SUMITOMO MITSUI BANKING CORPORATION
Meltem Kilicoglu, Data Strategy Leader, WELLS FARGO


10.10

Spotlight session: A look to the future - Advances in AI and analytics technology

"Where can we really lend ourselves to analytical innovation?"

This panel will delve into perhaps the most pressing topic of the time -how is AI impacting the way you process information, and more importantly how can we monetize using this technology? Where else around the firm can we utilize AI, who can we learn from and what are the real tried and tested use cases?

  • Architecture Innovation for AI: Harnessing scalable and virtualized processing to support new data analysis in real time
  • AI for assisted pricing and trade decision making - how is this working in practice?
  • Cleansing internal and external data to increase the accuracy of trade predictions
  • 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?
  • The evolution or downfall of the human trader - will firms function entirely by machine in years to come and how will the human element evolve or decline?

Manan Rawal, EVP, Head of US Model Risk Management, HSBC
Julia Bardmesser, SVP, Head of Data, Architecture and Analytics, VOYA INVESTMENT MANAGEMENT


10.45

Morning break and opportunity to network with peers, colleagues, vendors and providers in the partnership hub

Grab a colour coded coffee cup sleeve and congregate in the corresponding area to meet new, relevant contacts

10.45

(taking place during the morning break)

NEW NAFIS Mentor Program:

Ever wanted to ask a CDO what they do on a day to day basis? Feeling frustrated by archaic systems and processes and want to educate your seniors on new technology? Looking for someone to guide you through a tricky stage in your career? Want to listen to the ideas from the college grads new to the industry?

You've come to the right place!

This interactive session hosted by industry experts and junior staff will allow anyone wishing to gain a different perspective the chance to learn, and have their voice heard.

Hosts: Ayana Cavelle Richards, VP, Data Governance Delivery Manager, US Chief Data Office, HSBC Bank USA
Edmund Flynn, Executive Director, Global Market Data Sourcing, MORGAN STANLEY
Brian Buzzelli, SVP, Head of Data Governance, ACADIAN ASSET MANAGEMENT
Joseph Lodato, MD, Global Head of Compliance Surveillance Technology, GUGGENHEIM PARTNERS
Barry Raskin, Managing Director, JORDAN & JORDAN
Lila Gordem, COO Strategy, Sourcing & Execution, CREDIT SUISSE

Topics to be covered:

  • Career progression and advice
  • 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!

You'll also be able to sign up for the NEW NAFIS mentor program where we'll partner you up with someone for reciprocal learning and development.

Track 1: Analytics for innovation and cost reduction

This stream will cover the traditional market data topics of licensing agreements and contract negotiation, while delving into the use cases for AI and analytics, assessing the opportunities presented by alternative data sets and taking a look at next generation data distribution platforms.


Track 2: Regulatory concerns and operational efficiency

This stream will cover the traditional topics of regulatory oversight and reporting requirements while also looking at new technology for enhanced data quality and governance and the opportunities presented by re-thinking your operating model to improve efficiency and strive for cost reduction.


11.20

Chairperson's opening remarks and slido poll

Chairperson's opening remarks and slido poll

11.25

Expert Panel - Consumers, Providers and Partners: The Outlook for Market Data

Back by popular demand! The industry experts will update you on the current challenges, regulatory concerns and technology innovation around costs, contracts and licensing - you'll hear the panel speak on current market outlook, what's new from the vendors, how technology is evolving and changing the way market data is processed and take a look to the future as we focus on what's next.

• Trends in market data product spend - where are you investing and what are your predictions for allocation of spend in the years ahead?
• Would could US regulatory bodies do to make market data fees fairer?
• Market data delivery and cloud functionality - what will the licensing models of tomorrow look like?
Supplier/provider/consumer relationships- extracting the most value from your partnerships
• Assessing benchmarking initiatives

Moderator: Barry Raskin, Managing Director, JORDAN & JORDAN
Edmund Flynn, Executive Director, Global Market Data Sourcing, MORGAN STANLEY
Lila Gordem, COO Strategy, Sourcing & Execution, CREDIT SUISSE
Kevin Green, Head of Market Data Services - Americas, SOCIÉTÉ GÉNÉRALE

Expert Panel: The Outlook for Reference Data - Maintaining Global Regulatory Oversight

Esteemed industry experts will discuss the current global regulatory challenges and expectations for the coming year and beyond. Learn how to manage the technology disconnect between the regulators and the firms, change the burden into opportunity and optimize the uses for reference data across the business.

• Four months on from the MiFID II deadline - how have global firms responded?
• The evolution of industry standards to aid regulatory mandates
• LEI adoption challenges
• Prioritizing compliance projects and working collaboratively with the regulators
• Technology and infrastructure challenges heightened by regulation
• How might Brexit and other geo-political implications impact your regulatory strategy?

Karla McKenna
, Director, Industry Standards, CITI and Head of Standards, GLOBAL LEI FOUNDATION
Amy Kabia, Managing Director, Regulatory Capital, JP MORGAN CHASE
Senior Representative, SIX
Peter Moss, CEO, SMARTSTREAM REFERENCE DATA UTILITY

12.10

Presentation: Market Data Insights/AI/Cloud functionality/unstructured or alternative data sets

Gordon Ritter, Senior Portfolio Manager, GSA CAPITAL and Adjunct Professor BARUCH COLLEGE and NEW YORK UNIVERSITY

Presentation: Regulatory insight/Reference data strategy/RegTech/Cognitive compliance solutions

Roger Fahy
, Vice President and Chief Operating Officer , CUSIP Global Services (CGS)
S&P Global Market Intelligence, S&P

 12.20

"Delegate Discussion" Workshops

Join a table in the Astor Ball Room to delve deeper into the topic of interest to you - talk "off the record" to industry experts and vendor partners to share challenges and strategies.

Each of these sessions will be hosted by an industry expert or member of the NAFIS advisory board - we will send out a brief summary/discussion points in advance of the conference and delegates should join a table to share ideas with the group. Drop a business card in the bowl at your table if you would like to share your contact information with the other delegates at the table.

1. The whispered threat to AI and Data Analytics programs

Host: Ayana Cavelle Richards, VP, Data Governance Delivery Manager, US Chief Data Office, HSBC Bank USA

2. Market data, contracts and usage

Host: Edmund Flynn, Executive Director, Global Market Data Sourcing, MORGAN STANLEY

3. Data Science

4. Next generation cloud solutions

5. "Junior" staff networking table

"Delegate Discussion" Workshops

Join a table in the Astor Ball Room to delve deeper into the topic of interest to you - talk "off the record" to industry experts and vendor partners to share challenges and strategies.

Each of these sessions will be hosted by an industry expert or member of the NAFIS advisory board - we will send out a brief summary/discussion points in advance of the conference and delegates should join a table to share ideas with the group. Drop a business card in the bowl at your table if you would like to share your contact information with the other delegates at the table.

1. RegTech and cognitive compliance solutions

Host: Roger Fahy, Vice President and Chief Operating Officer , CUSIP Global Services (CGS), S&P Global Market Intelligence

2. Financial Industry Data Harmonization - how to best leverage and integrate multiple efforts to maximize utility and prevent conflicts.

Host: David N. Sau
l, Senior Vice President and Chief Scientist, State Street Corporation

3. Data governance and quality

4. Global regulatory strategy and industry standards

5. CDO/Data leaders

6. GDPR and other European regulatory concerns

 1.10

 Lunch Break - Seated lunch for all attendees

Look out for the colour coded tables to help facilitate your networking opportunities!

Red: Analytics/AI
Blue: Market data
Yellow: Governance, quality and EDM strategy
Green: FinTech/Innovation
Pink: Regulation and standards

 2.00

 Chairperson's opening remarks

 Chairperson's opening remarks

2.05

Fireside Chat Panel: Next generation data platforms and advances in market data distribution and analysis

Max 3 participants (+host)

Join the editor of Inside Market Data for this must-attend Q&A discussion with providers and end users. Ask the speakers questions via Slido and join the debate.

Topics to be discussed include:

• The rise of blockchain/DLT for market data management
• New technologies and services for data distribution
• The rent vs buy pricing model
• Regulatory concerns

Ryan Burdick, SVP of Business Development, XIGNITE
Lauren Kline, Vice President, Senior Strategist Content & Technology Solutions, FACTSET

Fireside Chat Panel: Cognitive compliance and the "Reg-Tech" revolution

Max 3 participants (+host)

Join the editor of Inside Reference Data for this must -attend Q&A discussion with providers and end users. Ask the speakers questions via Slido and join the debate.

• Using cognitive compliance solutions and effective analysis of unstructured data to address regulatory requirements
• The benefits of reg-tech for surveillance purposes and improvements to KYC and AML efforts
• How can you monitor and measure cognitive solutions to guarantee that your reporting efforts = regulatory compliance?
• Integrating new technologies for numerous reporting requirements - centralizing compliance efforts for multiple existing (and forthcoming) requirements around FRTB, MiFID II and Valuation Adjustments?
• How are our compliance efforts benefiting from AI?

Luis Valdich, Managing Director, Venture Capital Investing, CITI VENTURES
Mostafa Raddaoui, VP, Capital Market Technology, Engineering, FinTech, MUFG (Mitsubishi UFJ Financial Group) (pending panel choice)
Laura Hamilton, BANK OF AMERICA MERRILL LYNCH (pending panel choice)
Joseph Lodato, MD, Global Head of Compliance Surveillance Technology, GUGGENHEIM PARTNERS

 2.35

Panel: Embracing the rise of alternative, "dark" and unstructured datasets

• How can AI assist financial services firms to effectively manage, analyse and benefit from new types of unstructured data?
• Utilizing AI for environmental, social and governance (ESG) datasets - usage, monitoring and access
• Leveraging structured and unstructured data in house vs. in the cloud for large scale analytics
• Training the machine to become the differentiating factor - creating unique trading (and business) strategies over time
• How to identify new, relevant sources of information or "dark data" internally, or external alternative/unstructured data for competitive advantage

Panel: Managing Governance and Quality - the foundations of a solid data function

• How can data governance models help with data rationalization and enhance data sharing?
• Tips for moving towards a holistic culture when data is owned and used by numerous stakeholders across the business?
• Tools and products to help govern your data and asses quality levels - how do you define quality levels and achieve transparency from your vendors?
• Why is it important to implement your data governance IN the database (rather than at the peripheral layers)?
• Automated workflows - aligning quality checks and governance processes with advances in technology
• Pre-validating data from a lineage perspective to improve precision and make better risk decisions

Tamara Uvaydov, VP, Data Governance Delivery Manager, Financial Crime Risk, US Chief Data Office, HSBC
Rick Aiere, Consultant, Sr. Architect, IT Manager, AIG

 3.10

Afternoon break and opportunity to network with peers, colleagues, vendors and providers in the partnership hub

 3.40

Workshop roundup - Max Bowie will summarise the findings of each of the workshops that took place earlier in the day

 3.50

Keynote Speech: A Data Leader's lessons learnt

 4.15

NEW! Interactive Audience Panel - open to all attendees!

Jump in and out of the empty seat on the panel to challenge your peers and colleagues to to think differently

Content to be defined shortly!

 4.45

Data & tech leaders/future leaders panel - Advice for responding to the imminent challenges of the year ahead

  • Spotlight on learning from firms outside of the financial services - what database technologies and data management tools should we be applying?
  • How are you managing the changing ways of data consumption both internally and at a client level?
  • The global implications of GDPR - how will this impact the way data is managed around the firm?
  • Assessing the business implications of new technology and analytical capabilities - questioning your governance and quality controls at the outset
  • Data consistency and lineage - concerns around rationalizing data sets against former systems
  • Blitzing the buzzwords - the real opportunities presented by "Data Science", "FinTech", "RegTech" and "Innovation"

Donna Rudnicki, Managing Director, Global Head of Data Management, RBC CAPITAL MARKETS
John Ahrendt, SVP, Enterprise Data and Analytics, WELLS FARGO
William (Bill) M. Cohee, Data Quality Manager, Chief Data Office, HSBC

Advice from one firm to another - the panel will end with the provision of valuable takeaways to implement change, ensuring that you leave the conference with real food for thought!

 5.15

Closing remarks: Max Bowie, Editor of Inside Data Management

5.20

Networking Champagne Roundtables within the Partnership Hub

Join an "off the record" roundtable in the exhibition area to discuss the key concerns raised in earlier sessions over a glass of Champagne. Learn from your industry colleagues and collaborate during the session to resolve challenges

Roundtable 1: Solving The Data Lineage Problem

Roundtable 2: Market Data Costs, Contracts and Licensing

Roundtable 3: Global Regulatory Strategy

Roundtable 4: The role of the millennial: Junior staff networking roundtable

Roundtable 5: Data Science - Seeing Data Differently

Roundtable 6: Women in data - diversity, inclusion and leadership

Roundtable 7: Governance, Transparency and Quality

Roundtable 8: Advances in AI and the future of computing capabilities

  Drinks reception open to all attendees

 7.00

Inside Market Data & Inside Reference Data Awards Dinner (Invite only)