North American Financial Information Summit

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

Explore the combined insights of top data and technology professionals in capital markets.

 

The North American Financial Information Summit (NAFIS) is the largest and longest-running conference in North America focused on data and technology in capital markets. Serving as a vital platform for industry leaders to explore recent market challenges and share insights, NAFIS provides a critical forum for industry leaders to address the ever-evolving landscape of financial services.

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Top reasons to attend NAFIS

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

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

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

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

Who will be there?

Our audience is composed of top professionals in capital markets, with 90% of our attendees being end users, and all major banks in attendance.  

Take a look at job titles and company types that will attend the 2024 North American Financial Information Summit.  

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 
NAFIS 2023 D&I board chat

2023 audience breakdown

Statistics: 210+ registrants; 95 unique organizations Seniority of NAFIS attendees: 20% C-suite, 28% director/executive, 52% managing director

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

In addition to our data sessions, we’re expanding our program to include an ALL NEW technology track, and joint sessions for data and technology professionals. 

1

Day

2

Stages

200

Delegates

50

Speakers

Speaker highlights
Kim Jaffee-Prado

CIO, US capital markets

BMO

Steve O'Bott

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

Vanguard

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.

Specialties:
* 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 & 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).

NAFIS 2023 photos

Photo: Representatives from Bloomberg receive an award from Max Bowie during NAFIS 2023.
Two members of Bloomberg accept an award from WatersTechnology editor-at-large Max Bowie during NAFIS 2023.
Photo: Two men speak in front of the Perficient booth at NAFIS 2023.
Two men speak in front of the Perficient booth at NAFIS 2023.

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Photo: A lunch meeting takes place at NAFIS 2023.
A lunch workshop takes place at NAFIS 2023.