7.45 Arrival for 08.00 Start - Finish at 8.50

Women in Technology and Data: Interactive Breakfast Briefing (Guest 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

08.15 - 08.45: Interactive panel discussion and Q&A


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.

  • Throughout the day you can take a seat in the recharge work 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!
  • Further exhibition innovations to be announced!

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

Keynote Speech: Thought Leadership Presentation

Exclusive presentation slot: Presenter TBC

09.35

Advisory Board Keynote Panel Discussion

In February 2018 the NAFIS Advisory Board will meet to discuss the latest industry challenges and strategies in preparation for the conference. Join us for this invaluable panel session 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.

Content to be defined during Advisory Board meeting in February 2018

10.15

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

• Integrating scalable data architecture and virtualized processing capabilities to enhance real time data analysis
• AI for assisted pricing and trade decision making - how are visualization tools 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?

10.55

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

Track 1: Market Data and analytical capabilities

Track 2: Reference Data, regulation and change

11.15

Chairperson's opening remarks and slido poll

Chairperson's opening remarks and slido poll

11.20

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.

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

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?

12.00

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

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

 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. Data Science

2. The innovative future of financial data management and usage

3. Market data leaders

4. AI and unstructured data sets

5. Next generation cloud solutions

(workshop topics can be suggested by sponsoring firms)

"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. CAT

2. The rise of RegTech and cognitive compliance solutions

3. Governance and quality

4. Global Regulatory strategy and industry standards

5. CDO/Data leaders

(workshop topics can be suggested by sponsoring firms)

 1.00

 Lunch Break - Seated lunch for all attendees

Allocated table for the rising stars of financial data management: Take a seat if you're early in your career - make new contacts, learn from the veterans and build the data leaders network of tomorrow!

 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

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?

 2.40

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

 3.15

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

 3.30

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

 3.40

Keynote Speech: A Data Leader's lessons learnt

 4.05

Chief Data Officer/Data 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"

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!

4.40

Closing Keynote/Editors Q&A - spotlight on the year ahead: Speaker TBA

5.10

Closing remarks: Max Bowie, Editor of Inside Data Management

5.15

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)