Capital Markets Tech & Data Forum

Your only opportunity to learn from and network with North American CDOs and data leaders from banks and asset managers.

Bringing you more insights and connections from across the capital markets data and technology landscape.

NEW FOR 2024: Dedicated technology track AND joint sessions for data and technology professionals.









Kim Jaffee-Prado

CIO, US capital markets


Steve O'Bott

Global head of investment and financial data architecture, Chief data architect


Steve is known a passionate chief data architect who is recognized as a business leader with a wide-range of experience in large enterprises architecting, designing and managing data in effective ways that produce meaningful business outcomes to grow new revenue, increase operational efficiency, and lower business risk.

Business leaders seek Steve out for his real world experience, industry perspective and insights to develop innovative data designs and they rely on him to deliver global data solutions in the cloud as well as in integrated hybrid environments.

Steve is known for his executive presence, ability to make decisions, and track record for getting things to the finish line. He put his thoughts into compelling stories to effectively communicate to senior business and technical leaders across an organization.

As a leader Steve sees the unique qualities of each person and is adept at figuring out how people who are different can be intentionally inclusive and work collaboratively to get things done.

* Data Platform and Architecture - Enterprise Architecture, Business Architecture, Data Architecture, Database Architecture, High Availability, Resiliency, Multi-Region, Scalability, Capacity Planning, Multi-Tenancy
* Architecture & Process Frameworks: TOGAF, Zachman, CMM / CMMI DMM, DAMA / DMBOK, Six Sigma, COBIT, ITIL, ITSM
* Data Management Strategies: Data Governance, Data Stewardship, Data Quality, Data Modeling and Design, Database Engineering, Master Data Management, Metadata Management
* Date Store Technologies: AWS (Aurora, RDS, DynamoDB, Redshift, Neptune, ElastiCache, DocumentDB, Keyspaces); PostgreSQL, MySQL, GCP (Cloud Spanner, Cloud SQL, Cloud Bigtable), Oracle, SQL Server, DB2, Aerospike, Couchbase, MongoDB, Cassandra
* Data Analytics Technologies: AWS (S3, Glue ETL, Glue Catalog, Athena, EMR, Redshift, Kinesis, Quicksight, FinSpace, Data Exchange); GCP (Cloud SQL, Cloud Spanner, BigQuery, Spanner, Data Catalog), Tableau, Hadoop, HBase, IBM Netezza

Headshot: Tarun Sood
Tarun Sood

Chief data officer

American Century investments

Headshot: Florencia Ardissone
Florencia Ardissone

Executive Director, Head of Product and Analytics

J.P. Morgan Chase

Florencia is the Product Executive for Customer Insights and ChaseNet Analytics within JPMorgan’s Payments business. The Payments & Commerce business at J.P. Morgan combines Global Payments and Merchant Acquiring to provide integrated solutions to clients around the globe. She focuses on unlocking value for clients across the firm by productizing insights from Payments data. She has end-to-end Product Management responsibilities and is accountable for Customer Insights across SMB (digital product live to +500K businesses), MMBSI/EMM (digital product live to 2K clients), CB, and CIB (digital product in JPM ACCESS and custom insights). For ChaseNet (the 4th largest processing network in the US), Florencia’s analytics team maximizes profitability with a data science approach to pricing.

Florencia is an innovator helping differentiate the firm by leveraging big data assets and developing intelligence products meant to help businesses improve their marketing and operational efficiency by understanding their underlying Customers. She ideated, pilot and launched Customer Insights to all processing Small Business Clients. Florencia was featured in a Forbes Article as an expert explain how businesses can use Payment Tech to Outmatch Business Rivals.

Before joining J.P. Morgan Chase, Florencia was a strategy consultant at McKinsey and Company focusing on financial services in the New York and Buenos Aires offices for 5+ years. She also worked in Strategy and Operations at Google and has startup tech experience (SmartLine).

Florencia has an MBA from the University of Chicago Booth School of Business, with an exchange at the London School of Economics and Political Science focusing on Entrepreneurship and Strategic Management. She holds a bachelor’s degree in economics.

Arvind Joshi

Head of data governance

Rockefeller Capital Management

Arvind Joshi is the Head of Data Governance at Rockefeller Capital Management. 

Arvind Joshi was part of U.S. Finance at Scotiabank. His team was responsible for the execution of day-to-day data management activities, remediation of data quality issues, and implementation of change management processes. He worked closely with colleagues at the U.S. Data Office to establish and maintain strong data management capabilities, such as data quality measurement and monitoring, data management, and data lineage. He served as the Data Governance Officer for U.S. Finance, and as such he is the primary point of contact for all U.S. Finance data matters. In his time at Scotiabank, he championed data as an strategic asset.

Before joining Scotiabank, he was an advisor at Deloitte. At Credit Suisse Holdings (USA) Inc., Arvind led the CCAR data governance initiative. At Morgan Stanley Arvind was responsible for defining, establishing and implementing data governance/data quality program for Basel and CCAR compliance. Arvind also represented the CFO office in establishing the "Enterprise Data Office” for regulatory compliance (DFAST/CCAR and BASEL).

Headshot: Samim Ghamami
Samim Ghamami


U.S. Securities and Exchange Commission

Samim Ghamami is currently an economist at the U.S. Securities and Exchange Commission, where he works with the senior management on the reform of the US Treasury market and several other SEC capital market initiatives. Ghamami is also a senior researcher and an adjunct professor of finance at New York University, a senior researcher at UC Berkeley Center for Risk Management Research and the Department of Economics, and a senior advisor at SOFR Academy. 

Ghamami has been a senior economist at Goldman Sachs and Millennium Management. He has been an adjunct associate professor of economics at Columbia University. Ghamami has also been an associate director and a senior economist at the U.S. Department of the Treasury, Office of Financial Research, and an economist at the Board of Governors of the Federal Reserve System.

Ghamami’s work has broadly focused on the interplay of finance and macroeconomics, and on financial economics and quantitative finance. His work on asset management, banking, economic policy, financial stability, financial regulation, risk management, and central clearing has been presented and discussed at central banks and international financial institutions. He has been an advisor to the Bank for International Settlements and worked as an expert with the Financial Stability Board on post-financial crisis reforms in 2016 and 2017. Ghamami also served on the National Science Foundation panel on Financial Mathematics in 2017 and 2018. Ghamami received his Ph.D. in Mathematical Finance and Operations Research from USC in 2009. His publications have appeared in different journals including Management Science, Journal of Applied Probability, Mathematics of Operations Research, Journal of Financial Intermediation, Journal of Credit Risk, Journal of Derivatives, Quantitative Finance, and Journal of Risk

Headshot: Arunima Sinha
Arunima Sinha

Vice president, economist

Morgan Stanley

Arunima Sinha is a vice president on the Global Economics team at Morgan Stanley, focusing on applied macroeconomics. Before joining Morgan Stanley, she was an associate professor at Fordham University, a visiting researcher at the markets group of the Federal Reserve Bank of New York, and a visiting scholar at the economics research departments of the Federal Reserve Banks of New York, St. Louis, and San Francisco. Arunima’s research examines monetary policy transmission using quantitative methods. Her academic research has been published in peer-reviewed international economics journals, and she has presented her work at various central banks and international economics conferences. She has a Ph.D. in economics from Columbia University.

Editorially led program

Our editorially led program delivers unbiased content with a focus on end-users. 

Collab with capital market experts

Program content is developed in collaboration with capital market experts who actively work within the topics covered on our agenda. 

Insights on critical industry challenges

Gather insights on critical industry challenges that you can’t find anywhere else.

Premier networking opps

Engage in premier networking opportunities with top industry experts, senior-level professionals, vendors and solutions providers.

Job titles
  • Chief data officers 
  • Chief information officers 
  • Chief risk officers 
  • Data scientists 
  • Digital transformation managers 
  • Heads of compliance and regulations 
  • Heads of data 
  • Heads of data governance 
  • Heads of data quality
  • Chief technology officers
  • AI/Machine learning engineers
  • Cybersecurity managers
  • Technology architects
  • IT managers/directors 
  • Technology compliance officers
Company types
  • Commercial banks  
  • Asset management firms  
  • Hedge funds  
  • Pension funds  
  • Investment banks 
  • Private equity firms  
  • Investment brokerages 

Number: 210
Unique organizations
Three bulleted lines: 20% C-suite, 28% Senior level, 52% Managing director

Icon: three people in different colors with arrows going from 1 person to the next, connecting all 3
Joint thematics
  • AI in financial services 
  • Economic impacts in capital markets 
  • Advanced analytics data and technology
Icon: bar chart with magnifying glass over the 5th of 5 bars
Data thematics
  • Data governance 
  • Data use and management 
  • Compliance and risk management
Icon: small bar chart in circle connected by line to a lock in a square connected by line to a cloud. The lock and cloud have small circles connected by lines.
Technology thematics
  • Cloud economics and strategies 
  • Trading technologies 
  • Cybersecurity

Photo: Representatives from Bloomberg receive an award from Max Bowie during NAFIS 2023.
Bloomberg accepts award
Photo: Two men speak in front of the Perficient booth at NAFIS 2023.
Perficient booth
Photo: A lunch meeting takes place at NAFIS 2023.
Interactive lunch workshop
Photo: general session - large room filled with people seated at tables and a man speaking on stage
General session

The Voice of the CTO

Getty illustration: breaking down the walls

The “Voice of the CTO” series is based on interviews conducted by WatersTechnology with eight CTOs from a selection of tier-one international banks that took place between October and December of 2023. The goal is to shine a light on opportunities that some of the world’s biggest banks are trying to grasp — and the obstacles that stand in their way. Some of those hurdles are internal: winning support from the business for important-but-unglamorous refits, for example. Others are external, such as keeping up with the sheer pace of change. And at the core of everything is data.

For clarity, the term CTO is a catchall that includes chief information officers and various other global heads of capital markets technology — people whose focus is on the corporate and investment bank and who handle a budget. In the story, we will address the individual’s job title but have granted them anonymity so they can speak openly about their organizations and beliefs. The series also draws on a limited-circulation survey of handpicked technology end-users and incorporates new market sizing work by WatersTechnology sibling brand Chartis Research.

This series will be covered in five articles on the WatersTechnology website. Be sure to check them out.

View the articles