Agenda

Agenda

Our 2019 Agenda

Pre-event Masterclass – Monday, May 20

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Main conference – Tuesday, May 21 – see below

Download full agenda here

To find out about speaking opportunities, reach out to [email protected]

STAGES

TOPICS

Risk, Regulation and Data Privacy

Data Gov

Innovation in Capital Markets

Analytics

08:30 - 09:00

Registration and Continental Breakfast

09:00 - 09:10

Chairperson's Opening Remarks

Max Bowie, Managing Editor, WATERSTECHNOLOGY

09:10 - 09:40

Opening Keynote Address:

Digitization Strategies and Models to Drive Transformative Growth

Roman Regelman, Senior Executive Vice President, Head of Digital, BNY MELLON

09:40 - 10:25

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 

10:25 -10:45

Case Study Presentation:

Avoiding Compliance Headaches and Harmful Breaches with Automated Vulnerability Management

Jason Meserve, Lead Strategic Marketing Manager, BMC SOFTWARE

10:45 - 11:15

Networking Morning Break
Stream 1: West hub

Risk, Regulation, and Data Privacy

11:15
Chairperson's Remarks

John Bottega, Executive Director, EDM COUNCIL 

11:25
Taking Action to Stay Abreast of Fast-moving Sanction Regimes

Joe Chimenti, Partners Director, U.S., SIX

12:00
Accessing Accurate and Reliable Pricing Data

Moderator:
Steve Listhaus, Head of Market Data Services, WELLS FARGO
Panellists:
John Bottega, Executive Director, EDM COUNCIL
Hiroki Ishihara, Global Head of Operations Technology Audit, GOLDMAN SACHS
Steve Hansen, Vice President - Market Data, MORGAN STANLEY
Peter Donnelly, Vice President, BLACKROCK
Stream 2: Forum

Data Architecture, Governance and Quality

11:15
Chairperson's Remarks

Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS

11:25
Data-as-a-Service: Getting the Fundamentals Right

Gayatri Raman, Chief Executive Officer, AIM SOFTWARE
Ruchir Verma, Head of Global Services, Investment Management, ZURICH INSURANCE
Gert Raeves, Founder and Lead Research Director, ADOX RESEARCH

12:00
Fostering an Organizational Environment to Unleash Employees Creativity and Process Innovation

Moderator:
David Saul, Former SVP and Chief Scientist, STATE STREET
Panellists:
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
Stream 3: East hub

Analytics for Improved Decision Making

11:15
Chairperson's Remarks

Barry Raskin, Managing Director, JORDAN AND JORDAN 

11:25
Migrating your Real-Time Infrastructure to the Cloud: Options, Challenges and Opportunities

Stephane Dubois, Founder and Chief Executive Officer, XIGNITE

12:00
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
Pani Parthasarathy, VP, Data Quality CIB, NAR Lead, BNP PARIBAS
Kim Prado, Managing Director, Global Head of Client Insight, Banking & Digital Channel's Technology, RBC CAPITAL MARKETS

12:30

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
Stream 1: West hub

Risk, Regulation and Privacy

1:40
Chairperson's Remarks

John Bottega, Executive Director, EDM COUNCIL

1:50
Envisioning Future Market Data Developments to Overcome Talent Challenges, Comply with New Regulations and Quickly Adapt to Emerging Innovations

Moderator:
Ellen Gentile, 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

2:25
Improved Data Lineage and Metadata Management for Regulatory Reporting and Competitive Edge

Moderator:
Thomas Mavroudis, US Head of Data Governance, Quality & Training, SCOTIABANK
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
Stream 2: Forum

Data Architecture, Governance and Quality

1:40
Chairperson's Remarks

Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS 

1:50
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

2:25
The Changing Structures and Complexities in Leadership and Culture

Moderator:
Max Bowie, Managing Editor, WATERSTECHNOLOGY
Panellists:
Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS
Edmund Flynn, Executive Director, Global Market Data Sourcing, MORGAN STANLEY
Sri Malladi, Director, Data and Statistics Group, FEDERAL RESERVE BANK OF NEW YORK
Pani Parthasarathy, VP, Data Quality CIB, NAR Lead, BNP PARIBAS
Stream 3: East hub

Analytics for Improved Decision Making

1:40
Chairperson's Remarks

Barry Raskin, Managing Director, JORDAN AND JORDAN

1:50
Optimizing the Use for Reference Data to Maintain a Global Regulatory Oversight

Jonathan Carroll, Chief Information Officer, BMO FINANCIAL GROUP

2:25
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

3:00pm - 3:30pm

Networking Afternoon Break

3:30pm - 5:00pm

Drill Down Discussion Roundtables

You will have an opportunity to join two of the roundtables – 45 minutes at each

 
Building a Case for Data Standards Adoption

Roger Fahy, VP and Chief Operating Officer, CUSIP Global Services, S&P GLOBAL MARKET INTELLIGENCE

 
US Market Data Pricing

Josh Feldstein, Vice President, Market Data Strategic Sourcing, NORTHERN TRUST

 
Methods to Ensure that your Data is Accurate and Comes from a Trusted Source

Arvind Joshi, Director - Data Management Lead, SCOTIABANK 

 
Discussing Strategies to Push Diversity and Inclusion from Words to Action

Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS

 
Enhancing Data Quality Through AI and Automation

Sri Malladi, Director, Data and Statistics Group, FEDERAL RESERVE BANK OF NEW YORK

 
ESG Data – Requirements and Quality Issues

Risë Zaiser, US Chief Data Officer, SUMITOMO MITSUI BANKING CORPORATION

 
AI for Improved Market Data Management

Alex Golbin, Managing Director, Global Head of Data Services, BLACKROCK
Sjoerd Leemhuis, CEO and Co-founder, OWLIN

5:00pm - 5:30pm

Harvest Session:

Each host will share the key takeaways following their roundtable discussion

Max Bowie, Managing Editor, WATERSTECHNOLOGY

5:30pm

Drinks Reception

6:30pm

End of the North American Financial Information Summit 2019