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08:30 - 09:00
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Registration and Continental Breakfast
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09:00 - 09:10
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Chairperson's Opening Remarks
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09:10 - 09:40
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Opening Keynote Address:
Digitization Strategies and Models to Drive Transformative Growth
Roman Regelman, Senior Executive Vice President, Head of Digital, BNY MELLON
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09:40 - 10:25
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Keynote Panel:
Creating an Organizational Structure to Turn Data into a Valuable Asset
Moderator:
Peter Serenita, U.S. Chief Data Officer, SCOTIABANK
Panellists:
Andrew Foster, Deputy Chief Data Officer - Americas, DEUTSCHE BANK
Alla Whitston, Chief Technology Officer, CIT
Norman Niemer, Chief Data Scientist, UBS ASSET MANAGEMENT
Gangesh Ganesan, President & CEO, PEERNOVA
Tarun Sood, Head of Data and Analytics, VANGUARD INSTITUTIONAL INVESTMENT GROUP
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10:25 -10:45
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Case Study Presentation:
Leveraging Alternative Data for Financial Decision-making Processes
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10:45 - 11:15
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Networking Morning Break
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11:15
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Chairperson's Remarks
John Bottega, Executive Director, EDM COUNCIL
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11:25
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Leveraging AI and Machine Learning Opportunities to Drive Transformative Growth
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12:00
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Accessing Accurate, Reliable and Regulated Data Pricing Information in Times of Uncertainty
Moderator:
Steve Listhaus, Head of Market Data Services, WELLS FARGO
Panellists:
Vijay Kasarabada, Managing Director and Global Head of Technology, LAZARD ASSET MANAGEMENT
Hiroki Ishihara, Global Head of Operations Technology Audit, GOLDMAN SACHS
Steve Hansen, Vice President - Market Data, MORGAN STANLEY
Peter Donnelly, Vice President, BLACKROCK
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11:15
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Chairperson's Remarks
Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS
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11:25
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Next Generation Data Platforms: Advances in Market and Reference Data Distribution & Analysis
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12:00
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Fostering an Organizational Environment to Unleash Employees Creativity and Process Innovation
Sareena Dalla, Global Innovation and Strategy, VANGUARD
Imrankhan Mulla, Head - GIA Data Analytics Americas, UBS
Sri Atluri, Global Head of Enterprise Quality Engineering, BNY MELLON
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11:15
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Chairperson's Remarks
Barry Raskin, Managing Director, JORDAN AND JORDAN
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11:25
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Market Data Trends: What are the Current Challenges, Regulatory Concerns and Emerging Innovations?
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12:00
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How will Advances in Analytics and AI Impact the Way in Which we Process and Analyze Data
Moderator:
Ruth MacQuiddy, Technology Strategist, New York Lab - Global Innovation, DEUTSCHE BANK
Panellists:
Shailesh Mathankar, Director, Data Management, AIG
Michael F. McGovern, Managing Director, BROWN BROTHERS HARRIMAN
Kim Prado, Managing Director, Global Head of Client Insight, Banking & Digital Channel's Technology, RBC CAPITAL MARKETS
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12:30
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Networking Lunch Break & Exhibition Visit
Look out for the colour coded tables to help facilitate your networking opportunities!
Red: Analytics/AI
Blue: Market data
Yellow: Governance, quality and EDM strategy
Green: FinTech/Innovation
Pink: Regulation and standards
Orange: Vendor management
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1:40
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Chairperson's Remarks
John Bottega, Executive Director, EDM COUNCIL
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1:50
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Envisioning Future Market Data Developments to Overcome Talent Challenges, Comply with New Regulations and Quickly Adapt to Emerging Innovations
Moderator:
Ellen Gentile, Assistant Vice President, Data Quality Manager & Data Steward, SUMITOMO MITSUI
Panellists:
Ina Wanca, Professor, NEW YORK UNIVERSITY
Edmund Flynn, Executive Director, Global Market Data Sourcing, MORGAN STANLEY
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2:25
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Improved Data Lineage and Metadata Management for Regulatory Reporting and Competitive Edge
Moderator:
Thomas Mavroudis, Global Head of Data Governance and Data Quality, HSBC
Panellists:
Carey LaVine, Finance Chief Data Officer, J.P. MORGAN CHASE & CO.
Peter Moss, CEO, SMARTSTREAM REFERENCE DATA UTILITY
Shailesh Mathankar, Director, Data Management, AIG
Sumanda Basu, Data Management Technology Leader, SOCIETE GENERALE
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1:40
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Chairperson's Remarks
Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS
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1:50
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Migrating your Real-Time Infrastructure to the Cloud: Options, Challenges and Opportunities
Stephane Dubois, Founder and Chief Executive Officer, XIGNITE
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2:25
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How Can Collaboration with Fintech Companies Drive Innovation and Accelerate Change
Moderator:
Lauren Stevens, Vice President, Senior Strategist, Content & Technology Solutions, FACTSET
Panellists:
Sarah Biller, Founder & CEO, FINTECH SANDBOX
Luis Valdich, Managing Director, Venture Capital Investing, CITI VENTURES
Gerald Ledonne, Executive Director Application Delivery Wealth Management - Americas, UBS
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1:40
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Chairperson's Remarks
Barry Raskin, Managing Director, JORDAN AND JORDAN
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1:50
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Optimizing the Use for Reference Data to Maintain a Global Regulatory Oversight
Jonathan Carroll, Managing Director Enterprise Risk Technology, BMO FINANCIAL GROUP
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2:25
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Transforming Enterprise Data Management with Data Driven Technologies
Moderator:
Brian Buzzelli, SVP, Head of Data Governance, ACADIAN ASSET MANAGEMENT
Panellists:
Alex Golbin, Managing Director, Global Head of Data Services, BLACKROCK
Yann Coatanlem, Managing Director Head of Multi-Asset Quantitative Analysis, CITI GROUP
Tarun Sood, Head of Data and Analytics, VANGUARD INSTITUTIONAL INVESTMENT GROUP
Julia Bardmesser, SVP, Head of Data, Architecture and Analytics, VOYA FINANCIAL
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3:00pm - 3:30pm
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Networking Afternoon Break
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3:30pm - 5:00pm
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Drill Down Discussion Roundtables
You will have an opportunity to join two of the roundtables – 45 minutes at each
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Building a Case for Data Standards Adoption
Roger Fahy, VP and Chief Operating Officer, CUSIP Global Services, S&P GLOBAL MARKET INTELLIGENCE
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US Market Data Pricing
Josh Feldstein, Vice President, Market Data Strategic Sourcing, NORTHERN TRUST
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Methods to Ensure that your Data is Accurate and Comes from a Trusted Source
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Enhancing Data Quality Through AI and Automation
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Cloud Infrastructure for Improved Data Security
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ESG Data – Requirements and Quality Issues
Risë Zaiser, US Chief Data Officer, SUMITOMO MITSUI BANKING CORPORATION
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AI for Improved Market Data Management
Alex Golbin, Managing Director, Global Head of Data Services, BLACKROCK
Sjoerd Leemhuis, CEO and Co-founder, OWLIN
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Improved Data Lineage and Metadata Management
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5:00pm - 5:30pm
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Afternoon Keynote:
Coupling AI and Experimentation to Yield Massive Returns on Investment
Jose A. Murillo, Chief Analytics Officer, BANORTE
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5:30pm
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Drinks Reception
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6:30pm
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End of the North American Financial Information Summit 2019
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