Agenda

Agenda

Agenda at a Glance

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

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:

Leveraging Alternative Data for Financial Decision-making Processes

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

Leveraging AI and Machine Learning Opportunities to Drive Transformative Growth

12:00

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

Stream 2: Forum

Data Architecture, Governance and Quality

11:15

Chairperson's Remarks

Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS

11:25

Next Generation Data Platforms: Advances in Market and Reference Data Distribution & Analysis

12:00

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

Stream 3: East hub

Analytics for Improved Decision Making

11:15

Chairperson's Remarks

Barry Raskin, Managing Director, JORDAN AND JORDAN

11:25

Market Data Trends: What are the Current Challenges, Regulatory Concerns and Emerging Innovations?

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
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, 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

2:25

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

Stream 2: Forum

Data Architecture, Governance and Quality

1:40

Chairperson's Remarks

Dessa Glasser, Board Member, OPPENHEIMER HOLDINGS 

1:50

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

Stephane Dubois, Founder and Chief Executive Officer, XIGNITE

2:25

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

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, Managing Director Enterprise Risk Technology, 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

 

Enhancing Data Quality Through AI and Automation

 

Cloud Infrastructure for Improved Data Security

 

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

 

Improved Data Lineage and Metadata Management

5:00pm - 5:30pm

Afternoon Keynote:

Coupling AI and Experimentation to Yield Massive Returns on Investment

Jose A. Murillo, Chief Analytics Officer, BANORTE

5:30pm

Drinks Reception

6:30pm

End of the North American Financial Information Summit 2019