2023 Agenda

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.

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. Prior to that, he headed up the Project Management Office for the SG US Transformation project.  SG roles before that included Deputy CFO of the Americas Region of their Corporate & Investment Bank 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. With a global team across Toronto and New York, he was responsible for establishing a SOX-compliant industry-leading Finance control environment as well as supporting the efficient execution of business initiatives and managing the Finance related US regulatory relationships during a very demanding period. 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 Hirschhorn is the Chief Data Officer (CDO) of BNY Mellon. He is part of the Global Operations and Technology Executive Committee and reports to the firms CIO, Bridget Engle. As CDO, Eric is focused on digital transformation, operational efficiency, artificial intelligence/machine learning, regulation and helping the firm evolve to become data driven by design.

Before joining BNY Mellon, Eric was the Chief Information Officer for Cantor Fitzgerald and BGC Partners. Prior to Cantor, he spent several years in various senior roles on Wall Street, most recently as Managing Director of Global Fixed Income eTrading & Rates Technology at Bank of America Merrill Lynch.

Prior to Bank of America, Eric was at Morgan Stanley serving as CTO of Fixed Income, at Citi where he ran Global FX technology, at Lehman where he was responsible for Global Fixed Income eTrading, and at JPMorgan Chase where he ran International Treasury technology. His professional life has taken him around the world including several years living in London. Eric is an authority on how technology drives transformation in financial markets. He has been involved in various industry working groups.

Eric graduated Cooper Union in 1989. He holds a Bachelor of Engineering degree in Mechanical Engineering and current serves as Vice Chair of the Board Trustees at the Cooper Union. Eric lives in New Jersey with his wife, Hillary, and their two children.

Eric Walk is the director of enterprise data strategy at Perficient where he focuses on the intersection of strategy, data and technology, and business outcomes that drive growth. Before shifting his concentration to strategy and architecture, Eric worked on the product side as a technical architect building tailored, practical roadmaps and business cases for clients. Eric holds a Bachelor of Engineering in Biomedical and Electrical Engineering degree from Vanderbilt University.

Anthony joined Waters in October 2009. He is the Editor-in-Chief of WatersTechnology Group, running all editorial operations for the publication. Prior to joining Waters, he was a senior associate editor covering the banking industry at American Banker. Before that, he was a sports reporter at daily newspaper The Journal News. You can reach him at anthony.malakian@infopro-digital.com or at +1 646-490-3973.

Having joined Chartis in July 2020, Jay’s primary focus is to lead and build-out our offerings for the buy-side, both in asset management and wealth management. Buy-side is a focused area of Chartis’s expansion and we are delighted to have Jay leading this area which is increasingly important for both our clients and the industry in general. Jay was most recently a Senior Principal at Finastra. Prior to this he spent 4 years as a Senior Analyst at Celent, 4 years as the Director of Capital Markets at HP, 5 years as a Research Director at Gartner and his first 8 years in industry as a Group Manager in fixed income IT at UBS.

Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.

Aishwarya Venkatesan leads the Analytics and Data Science team within BlackRock's Global Trading group. In her current role, Ms. Venkatesan focuses on using data to analyze trading performance and on integrating Data Science into trading workflows

Sri brings 20+ years of Financial Services experience with Capital Markets domain expertise focused on Digital Transformation/Application Modernization value propositions at buy-side/ sell-side firms and financial market utilities.

Sri takes a technology-driven thought leadership approach that leverages Cloud, Data, and User Experience Design to address scalability, derivability, and usability challenges within Risk, Trading, and Regulatory Reporting domains to achieve quantifiable business outcomes

Anthony joined Waters in October 2009. He is the Editor-in-Chief of WatersTechnology Group, running all editorial operations for the publication. Prior to joining Waters, he was a senior associate editor covering the banking industry at American Banker. Before that, he was a sports reporter at daily newspaper The Journal News. You can reach him at anthony.malakian@infopro-digital.com or at +1 646-490-3973.

Gideon Mann is the head of the ML Product and Research team in the Office of the CTO at Bloomberg LP. At Bloomberg, he guides corporate strategy for machine learning, natural language processing (NLP), information retrieval, and alternative data. His mandate includes building AI infrastructure (from GPUs to NLP libraries), incubating new technology (e.g., large language models), and new businesses (e.g., Bloomberg Second Measure). He has more than 30 publications and more than 20 patents in machine learning and NLP. He hasserved as a founding member of the Data for Good Exchange (D4GX). Before joining Bloomberg in 2014, he worked at Google Research NY, where his team carried out basic research, as well as developing machine learning products such as Colaboratory. He holds a Ph.D. from The Johns Hopkins University.

Julia Bardmesser is the Founder and CEO of Data4Real, a strategic advisory firm helping CEO’s create maximum value from their data and digital assets.  Julia has over twenty years of experience in cross-platform solution delivery in the financial industry, architecture, data management, and data governance. She has worked in leadership positions at such leading organizations as Citi, FINRA, Freddie Mac, Thomson Financial Services, Bear Stearns and Bloomberg L.P. In her previous role Julia served as Senior Vice President, Head of Data, Architecture and CRM. for Voya Financial. She led the transformation of Voya into data, cloud and analytics enabled company by leveraging enterprise data and technology capabilities.  

Julia is known for providing practical and thoughtful advice on all things digital, data and AI. She serves on several technology start up advisory boards including:  

· The Medici Project  

· Polymer 

· Women Leaders in Data and AI (WLDA)  

· Fluree 

In addition, Julia has received various awards for her thought leadership in the industry, including:  

· World’s Top 200 Business and Technology Innovators by engatica 2023 list 2022 WLDA Changemaker in AI award  

· CDO Magazine’s List of Global Data Power Women in 2020, 2021, 2022  

· Top 150 Business Transformation Leader by Constellation Research in 2019  

· Best Data Management Practitioner by A-Team Data Management Insight in 2017  

She holds a Master of Arts in Economics from New York University. In her spare time, she travels and goes to the theatre – where she prefers plays over musicals. 

Prosasty is the former Chief Data Officer for SVB’s Commercial bank. As the Managing Director and Chief Data Officer, Prosasty oversaw the Bank’s largest revenue generating line of business, data strategy, data operations, governance, and architecture for the bank, ensuring that producer data is accurate, consistent, secure, and compliant for regulatory needs. 

Previously, Prosasty was the Global Head of Data Governance and Policy at Citi, where she led the development and implementation of the data governance framework, standards, and processes across the enterprise. 

Prosasty also held the role of Chief Data Officer for Global Banking and Markets at HSBC, where she was responsible for data quality operations, drive customer value through AI/ML techniques.

Prosasty also serves as an active Board Member for the EDM Council WDP, a network of data executives with over 250 member firms and 10,000 professionals. Prosasty leads Woman Data Professionals forum to promote DEI and raise global awareness for women in data through spotlights and rising star programs. 

Prosasty has also been recognized as one of the “Top 100 Global Data Power Women” by CDO Magazine for three consecutive years. Prosasty has a MS in Computer Science from Johns Hopkins University, an MBA from Columbia Business School.

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

Sumanda Basu held different roles since joining Société Générale in 2017. Currently, he is leading the data quality function in SG Americas and leading data governance implementation in several data domains. Previously, he was leading data governance and data management technology in SG Americas. Prior to joining SG, he was heading data quality functional for JP Morgan Asset and Wealth Management globally. He also worked in Citigroup and HSBC USA for ten years in various data management, internal audit and data architecture roles supporting businesses and functions globally.

Born and brought up in Kolkata India, Sumanda has a degree in Mechanical Engineering and Master in Business Administration from India. He lives in New Jersey, USA.

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. 

Having joined Chartis in July 2020, Jay’s primary focus is to lead and build-out our offerings for the buy-side, both in asset management and wealth management. Buy-side is a focused area of Chartis’s expansion and we are delighted to have Jay leading this area which is increasingly important for both our clients and the industry in general. Jay was most recently a Senior Principal at Finastra. Prior to this he spent 4 years as a Senior Analyst at Celent, 4 years as the Director of Capital Markets at HP, 5 years as a Research Director at Gartner and his first 8 years in industry as a Group Manager in fixed income IT at UBS.

Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.

With more than 20 years fintech and regulatory reporting experience, Phil is responsible for setting the strategic direction of Gresham’s Connect solutions and services spanning Message Services, STP, Payments and all things Regulatory. He has been instrumental in helping both buy-side and sell-side customers navigate the complex regulatory landscape ensuring that they remain compliant whilst optimising their processes and technology.

Phil is a passionate speaker and contributor on the global regulation agenda lending his voice to a wide range of topics impacting both business and technology leaders.

Experienced Technology Program Manager / Executive focused on Digital Projects in Financial Services Sector. Career spanning from analytical and technical roles in Operations and IT to managing Communications Americas Surveillance IT both in a consulting role and as part of financial services firms.

Successfully led multiple regional and global projects and specializing in building disciplined and high performing agile teams from the ground up, delivering on business / regulatory critical projects.

 

Anthony joined Waters in October 2009. He is the Editor-in-Chief of WatersTechnology Group, running all editorial operations for the publication. Prior to joining Waters, he was a senior associate editor covering the banking industry at American Banker. Before that, he was a sports reporter at daily newspaper The Journal News. You can reach him at anthony.malakian@infopro-digital.com or at +1 646-490-3973.

David joined LSEG as Chief Integration Officer in November 2019, adding the responsibilities of COO in January 2020. He brings more than 30 years' experience in Integration, Technology and Operations in the financial services sector to the group.

He was previously Group operations and technology director at Willis Towers Watson, having led the integration of Willis and Towers Watson, and spent 19 years at RBS Group in a number of senior operations and technology roles, including COO, Global banking & markets, and Group head of integration for the ABN Amro acquisition. He has also held roles at UBS, JP Morgan and Accenture. 

David has an MA in Geography from the University of Cambridge and an MSc in computer science from London School of Economics.

Max is editor-at-large at WatersTechnology.  Max is editor of Inside Market Data and Inside Data Management. Max joined then-Risk Waters Group (prior to its acquisition by Incisive Media) in 2000, and has worked as a reporter on Risk Magazine, FX Week, Trading Technology Week (now Sell-Side Technology) and Buy-Side IT (now Buy-Side Technology), before joining IMD as European reporter in 2003. He moved to New York as US reporter in 2005, and became editor in 2006.

Max lives in Astoria, New York with his wife and twin girls, and enjoys playing rock music, wine tastings, and market data.

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).

Jennifer is the Head of sustainability, Culture and Talent for Deutsche Bank.   Jennifer joined the bank in 2019 from Deloitte, where she spent two years as a Managing Director in the Risk Advisory practice, specializing in data solutions for large, multinational financial institutions. Prior to that, Jennifer was a Managing Director at Citigroup, where she spent 18 years in the Risk Management organization in a number of leadership roles. In her last role at Citigroup, Jennifer was Head of Risk Systems and Technology, where she was responsible for the decision making, strategy, architectural design, execution and management of Global Risk Management’s core systems and infrastructure.  This included the oversight and execution of multiple large-scale regulatory programs with the goal of remediation, mitigation and prevention of issues from Citi’s global regulators. Jennifer was also responsible for various Enterprise-wide initiatives, including the firm-wide reconciled Risk and Finance Data Warehouse, the firm-wide Data Roadmap and the build out of Data Governance and a Data Office for Risk Management.  Jen holds a BS in Economics and Mathematics from Saint Vincent College in Latrobe, PA and has completed graduate studies in Economics at Boston College.

Julia Bardmesser is the Founder and CEO of Data4Real, a strategic advisory firm helping CEO’s create maximum value from their data and digital assets.  Julia has over twenty years of experience in cross-platform solution delivery in the financial industry, architecture, data management, and data governance. She has worked in leadership positions at such leading organizations as Citi, FINRA, Freddie Mac, Thomson Financial Services, Bear Stearns and Bloomberg L.P. In her previous role Julia served as Senior Vice President, Head of Data, Architecture and CRM. for Voya Financial. She led the transformation of Voya into data, cloud and analytics enabled company by leveraging enterprise data and technology capabilities.  

Julia is known for providing practical and thoughtful advice on all things digital, data and AI. She serves on several technology start up advisory boards including:  

· The Medici Project  

· Polymer 

· Women Leaders in Data and AI (WLDA)  

· Fluree 

In addition, Julia has received various awards for her thought leadership in the industry, including:  

· World’s Top 200 Business and Technology Innovators by engatica 2023 list 2022 WLDA Changemaker in AI award  

· CDO Magazine’s List of Global Data Power Women in 2020, 2021, 2022  

· Top 150 Business Transformation Leader by Constellation Research in 2019  

· Best Data Management Practitioner by A-Team Data Management Insight in 2017  

She holds a Master of Arts in Economics from New York University. In her spare time, she travels and goes to the theatre – where she prefers plays over musicals.