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

NAFIS is the largest North American data conference for banks and asset managers looking to the future of data in financial services. 

View the full letter from Anthony Malakian, Editor-in-Chief, WatersTechnology here

View more speakers here

Neema Raphael

Chief data officer & Head of data engineering

Goldman Sachs

Neema Raphael is Chief Data Officer and Head of Data Engineering at Goldman Sachs. He is also a member of the firm’s Americas Technology Diversity Committee.


Previously, Neema was head of Research and Development Engineering, responsible for determining the firm's strategy for emerging technology such as digital assets and artificial intelligence. Prior to that, he led various engineering teams in Core Engineering and was a member of the Core Strats team within the Securities Division that built SecDb. Neema joined the firm in 2003 as an analyst in the Technology Division and was named managing director in 2013 and partner in 2020.


Neema earned a BA in Computer Science from the University of California, Berkeley, in 2003

Jacklyn Osborne

Enterprise business data strategy & integration executive

Bank of America

Jacklyn Osborne, Managing Director, Bank of America. I joined Bank of America in April 2020 as the Risk & Finance Data Quality Control Executive where I am responsible for the design, development, delivery, and adoption of a best-in-class Data Management program to ensure regulatory compliance, support operational efficiency, and facilitate digital transformation.

I have over fifteen years’ experience in data governance, client data management, change delivery, and information security in the public and private sectors, including seven years at HSBC where I was the Global Banking & Markets, Chief Data Officer.

I have a Bachelors in Business Administration and a Masters in Engineering Management from George Washington University. I am a member of the American Society of Management Engineers, the National Association of Female Executives, and National Association of Professional Women.

I live in the suburbs of Connecticut with my husband, three young boys and beloved spirited pub Diesel. Weekends are the most cherished times and I spend them doing everyday things like playing sports, hosting parties, and baking cookies with the boys. My overall wellness and happiness are of paramount importance to me. As part of my own life journey, I started a Blog and have have recently launched a Podcast with the same name 52 Weeks of Me.  The goal of the Podcast is to help others find their best self through a collection of open discussions with professional experts and well as individuals sharing their own success stories as we all strive for work-life balance.

Bala Ayyar

Chief data officer – Americas

Societe Generale

Since joining SG in 2009, he has held a range of positions.  Currently, he is the Chief Data Officer, SG Americas, with responsibility for data management and governance within the Region.  This function is responsible for implementing the requirements of BCBS 239, establishing sound data governance framework that meets Group needs and local supervisory expectations and creating a solid platform for the data to be leveraged for strategic business decisions. SG roles before that include, Head of the Project Management Office for the SG US Transformation project, Deputy CFO of the Americas Region and Head of Finance Offshoring in SG Bangalore. 

Prior to joining SG, Bala was with the Canadian Imperial Bank of Commerce (CIBC) for fourteen years in a range of positions in Toronto and New York.  As Senior Vice President of the Wholesale North America Finance, he headed up the controllership function for CIBC’s World Markets and Treasury & Risk Management Strategic Business Units within North America.  Prior to that, he also had stints as the business-line controller for the Bank's US origination businesses (Corporate Lending, Investment Banking, Merchant Banking, Structured Finance and High Yield), as well as the 2/ic to the Chief Accountant, with responsibility for consolidated financial, management and regulatory reporting at the corporate level.

Born and brought up in Mumbai India, Bala has a degree in mathematics from the University of Mumbai and holds professional accounting qualifications from both India and the United States.  He lives in Montclair, New Jersey, is married with two children and enjoys long-distance running.

Eric Hirshhorn

Chief data officer

BNY Mellon

Eric Hirschhorn is the Chief Data Officer for BNY Mellon and is a member of Global Operations & Technology’s Executive Council. In this role, he is focused on digital transformation, operational efficiency, artificial intelligence/machine learning, regulation and helping the firm evolve to become data driven by design.​

Eric leads Enterprise Data Management (EDM) and oversees the delivery of the firm’s master data strategy. This is achieved through implementing enterprise data policies and governance, driving holistic access to data via our Lake, and enabling the business to deliver advanced outcomes for ourselves and our customers using AI/ML techniques.​

Prior to joining BNY Mellon in November 2020, Eric was the Chief Information Officer for BGC Partners. He possesses a plethora of fintech expertise having served in numerous senior roles on Wall Street, such as Global Head of Rates and FICC eTrading Technology at Bank of America, Chief Technology Officer for Fixed Income at Morgan Stanley and a Managing Director at Citi in electronic trading.​

Eric earned a Bachelor of Engineering degree in Mechanical Engineering from The Cooper Union for the Advancement of Science and Art in New York, New York.

Dessa Glasser

Principal/Independent board member

FRG/Oppenheimer Holdings Inc/GLEIF

Dessa advises clients in the areas of data, analytics and risk. She has a 25-year proven track record successfully designing and executing global innovative solutions, often influencing a Board or Operating Committee. She built the Chief Data Office for JPMorgan Chase Asset Management, serving as the first CDO, and initiated the Capital Stress Testing Analytics team for JPMorgan Chase. She was Deputy Director of the Office of Financial Research (US Treasury), responsible for data, international standards (including the Legal Entity Identifier, LEI), analytics and technology and building the Office. As the first CRO, she launched the Chief Risk Office for Bunge. Dessa has held senior positions at Credit Suisse, Merrill Lynch, IBM and KPMG. She began her career teaching finance at Rutgers University. Dessa has a Ph. D. and MA in Economics from Fordham University and serves on the advisory Board of the Graduate School of Arts and Sciences. She has a BS in Business from Fairleigh Dickinson University and was co-president of the Women's Bond Club of NY.

Mayank Goel

VP, Compliance manager


Mayank is a Vice President - Data Governance Compliance Manager at MUFG Bank. He has over 13 years of experience, majority of which is in the field of bank risk management. In his current role, he works in the Financial Crimes Compliance second line risk management function. Prior to joining MUFG Bank in 2017, Mayank was a Data & Analytics (Financial Services Office) Manager at EY where he worked with large US and European banks. He has extensive experience working with the business to mitigate risks and solve complex data problems. He has proven execution skills on visible regulatory remediation matters and enjoys working with cross-functional stakeholders, from senior executives to examiners and auditors.

Mayank graduated Rochester Institute of Technology in 2010 and holds a Master’s in Computer Science. He lives in New Jersey with his wife, Sugandha, and their two young children. In his leisure time, he likes to travel, explore different foods and culture and spend time with his family. 

Data literacy

How can new and non-data focused industry professionals develop the necessary understanding and skillset for cross-organization data proficiency?


The increasing application of alternative data for global impact.

Foundational data practices

Taking you back to the basics to ensure data readiness and preparation for advanced practices. 

Compliance, regulation, and reporting
The need-to-know of data generation, effective and timely reporting, and data management and sharing.
Cloud partnerships

Exploring the impacts of an increasingly digital first environment on the trading and data acquisition landscapes. 

Predictive analytics

What enabling technology, like AI and ML, can do to optimize outcomes and produce better efficiencies.  

Why attend NAFIS?

  • Unbiased, editorially led content associated with 30-year leading capital markets information publication

  • Program content developed in collaboration with capital market experts to center the delegate experience

  • Practical, accredited discussions around critical business insights to maximize your time out of the office

  • The largest North American gathering of capital market data professionals


etc.venues 360 Madison

etc.venues 360 Madison
360 Madison Avenue,
New York, NY 10017

Venue information