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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
Max Bowie, Managing Editor, WATERSTECHNOLOGY
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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:
Avoiding Compliance Headaches and Harmful Breaches with Automated Vulnerability Management
Jason Meserve, Lead Strategic Marketing Manager, BMC SOFTWARE
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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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Taking Action to Stay Abreast of Fast-moving Sanction Regimes
Joe Chimenti, Partners Director, U.S., SIX
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12:00
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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
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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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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
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12:00
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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
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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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Migrating your Real-Time Infrastructure to the Cloud: Options, Challenges and Opportunities
Stephane Dubois, Founder and Chief Executive Officer, XIGNITE
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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
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
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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, 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, 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
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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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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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2:25
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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
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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, Chief Information Officer, 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
Arvind Joshi, Director - Data Management Lead, SCOTIABANK
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Discussing Strategies to Push Diversity and Inclusion from Words to Action
Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS
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Enhancing Data Quality Through AI and Automation
Sri Malladi, Director, Data and Statistics Group, FEDERAL RESERVE BANK OF NEW YORK
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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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5:00pm - 5:30pm
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Harvest Session:
Each host will share the key takeaways following their roundtable discussion
Max Bowie, Managing Editor, WATERSTECHNOLOGY
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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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