Speakers

2020 Speakers

SPEAKERS
Hiroki Ishihara

Senior vice president, global head of operations engineering audit

GOLDMAN SACHS

Hiroki is the Senior Vice President and Global Head of Audit for Operations Engineering for Goldman Sachs and responsible for driving strategic initiatives, audit planning and resourcing, regulatory interactions, continuous monitoring, and audit projects. His global audit portfolio focuses on a variety of risks and controls related to the technology eco-system that supports pre- and post- trade execution functions, including data governance and management, client on-boarding, trade processing and settlement, treasury, margin, collateral & client valuations, asset servicing, and regulatory/tax reporting and monitoring. Prior to his current role, he was a head of Americas Operations Technology Audit. Before that, Hiroki was responsible for technology audit for Asia in Tokyo, Japan.

He joined Goldman Sachs in 2008, was named Vice President in 2012 and Senior Audit Manager in 2018. Prior to joining the firm, Hiroki worked at Ernst & Young and at Oracle in Tokyo, Japan. Hiroki earned a B.S. in Photonics Engineering from Ritsumeikan University in Japan in 2002.

He has been a Certified Information Systems Auditor (CISA) since 2006 and became a Chartered Financial Analyst (CFA) Charterholder in 2022. He is a member of the Information Systems Audit and Control Association (ISACA), CFA Institute and CFA Society New York.

 

Aishwarya Venkatesan

Data science and analytics lead for global trading

BlackRock

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

Eric Hirschhorn

Chief Data Officer

BNY Mellon

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.

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Julia Bardmesser

Digital Transformation Executive, Board Member and Advisor

Julia Bardmesser is a technology, architecture, and data strategy executive with expertise in the financial services industry.

Most recently, at Voya Financial Julia served as Senior Vice President, Head of Data, Architecture and Customer Relationship Management (CRM) Technology. In her role Julia led Voya’s data, cloud, and analytics transformation by leveraging enterprise data and technology capabilities. These capabilities enabled innovation, agility, and speed to market by reducing friction and delivering key insights from proprietary data.

Julia has more than twenty years of experience in cross-platform solution delivery in the financial industry, architecture, data management, and data governance. Prior to joining Voya Julia was a Global Head of Data Integration at Deutsche Bank, where she led the implementation of global metadata management platform that enabled data lineage and robust front to back data quality measurement. She also held various leadership positions at Citi, FINRA, Freddie Mac, Thomson Financial Services, Bear Stearns, and Bloomberg L.P.

Julia sits on the Board of Directors for two technology startups, The Medici Project and Polymer and is also a founding member of Women Leaders in Data and Artificial Intelligence (WLDA). 

She is a sought-after speaker and mentor, and she has received industry recognition for expertise in her field. Julia has received 2022 Changemaker in AI award from Women Leaders in Data and AI; she been named to CDO Magazine’s List of Global Data Power Women for three-consecutive years (2020-2022); named to the Top 150 Business Transformation Leaders by Constellation Research in 2019; and was recognized as the Best Data Management Practitioner by A-Team Data Management Insight in 2017.

Julia holds a Master of Arts in Economics from the New York University.

Thomas Mavroudis

Chief Data Officer, Global Head of Data Management

Scotiabank

Tom is an accomplished Data Management and IT professional with over 20 years of management experience. He is considered a thought leader in the Data Management space and has built the Global Data Management practices at two of the largest financial institutions. His experience spans managing bank consolidations and conversions, global IT

transformation and Innovation initiatives, as well as standing up Centers of Excellence around Data management, Operations and Technology services.

He spearheaded the Basel II Data Quality reporting to the Board of Directors as well as developed targeted Corporate KPIs which were used to manage the Liquidity and Capital Ratio of the firm. He also built the global Big Data Shared service supporting advanced analytics to effect expense reduction and revenue growth

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Bala Ayyar

Managing director and chief data officer, Americas

Societe Generale

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.

Ashish Bhatnagar

Chief Data Officer

HSBC

A result-oriented leader with proven business acumen and relationship building skills who partners with stakeholders to identify value creation opportunities, develop pragmatic solutions and supports their execution. Over 17 years of experience in data and analytics leading data strategy, org design, operating model, strategic planning, data operations, data privacy, platforms and tooling, data security, data quality, data sourcing and Information Technology (IT) roadmap.

Kim Jaffee - Prado

CIO, US Capital Markets, I&CB and Office of the COO

BMO Capital Markets

Kim joined BMO in August 2021 from RBC where she was the Global Head of the Client, Banking & Digital Channels Technology group across Capital Markets.  Kim developed and implemented a comprehensive client data strategy adopted by Capital Markets, sunset legacy applications and united the global salesforce under a single CRM instance.  Collecting and connecting client touchpoints with external data sets allowed her team to proactively source opportunities and recommendations using advanced AI and machine learning to deepen client relationships and increase wallet share.  Kim held multiple roles at RBC over 15 years supporting the business in various capacities from running Global Fixed Income Production Services to Head of Fixed Income Sales and Credit Trading technology.

Prior to joining RBC, Kim ran Front Office technology at Mizuho as well as the API Connectivity Development team at ICAP and was part of the initial launch of BrokerTec. She has also held multiple positions across the street with Kidder Peabody, Deutsche Bank and Chase Securities. Kim received a BA from Stockton University in accounting.

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Sumanda Basu

Head of Data Quality, Société Générale Americas

Societe Generale

Sumanda Basu is currently leading Data Quality and Controls for Société Générale Americas. He was previously responsible for data governance and data management technology. Before joining Socgen, Sumanda had several data and technology management leadership roles in JP Morgan Chase, Citi and HSBC.

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Andrew Foster

Head of Data Governance – Americas

Deutsche Bank

John Bottega

President

EDM COUNCIL

John Bottega is a senior data management strategist and executive with over 40 years of experience in the finance industry. Over his career, John has held various roles in supporting an organization’s data strategy and data implementation objectives. In 2006, John became one of the first Chief Data Officers in finance with his appointment as CDO at Citibank. He went on to hold the role of CDO in both the public and private sectors, serving as CDO for Bank of America, and holding the post of CDO for the Federal Reserve Bank of New York.

As the former Chief Data Officer at Bank of America, John was responsible for driving the enterprise data management strategy. This included championing the data management policy and standards, establishing and operationalizing data governance, working with technology to define the data platform, infrastructure and tool simplification, and supporting the bank's data scientist team in their efforts to drive improved information analytics.

As the Chief Data Officer for the Federal Reserve Bank of New York (FRBNY), John worked with domestic and foreign regulators on financial sector data management and data quality. While at FRBNY, John led the effort to define and establish the LEI (Legal Entity Identifier), a global information standard for unique entity identification, key to enabling and strengthening systemic risk analysis in support of global financial stability. John also served as a Senior Advisor to the Director of the Office of Financial Research (OFR), an agency established by the Dodd-Frank Act within the US Department of the Treasury, responsible for the analysis and monitoring of industry-wide systemic risk.

Today, John is the President of the EDM Council, a non-profit professional trade association, focused on elevating the practice of data management through best practices, data standards, research and education. The EDM Council supports over 250 organizations comprised of over 10,000 members, helping them successfully advance their data programs within their firms, while creating a global network for data management community collaboration.

John has been a frequent speaker for over 20 years at industry conferences and industry symposiums. He is a former member of the US Department of the Treasury, Financial Research Advisory Committee to the Office of Financial Research; a current member of the Data Coalition Financial Transparency Act Task Force; Data Coalition Open Data Standards Task Force; CPA-Canada Data Governance Committee; WatersTechnology Advisory Board member; member of the Advisory Board of NewVantage Partners, and member of the Board of Directors of ACTUS, a non-profit association focused on the improvement of systemic risk monitoring and financial market transparency


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Dessa Glasser

Principal & board member

FRG and Oppenheimer Holdings

Dessa Glasser, Ph.D., is a principal consultant with a 25-year track record designing and innovative solutions and teams in risk, data, and analytics.
Dessa moved into the private sector after teaching at Rutgers University. At JPMorgan Chase, she launched firm-wide Capital Stress Testing Analytics then, as its first Chief Data Officer, she built the Chief Data Office for Asset Management. She was Deputy Director of the Office of Financial Research for the US Treasury, supporting the Financial Stability Oversight Council (FSOC), implementing data and analytic solutions, including the global Legal Entity Identifier (LEI). She established the Chief Risk Office for Bunge, serving as the first Chief Risk Officer. She also held senior positions at Credit Suisse, Merrill Lynch, IBM, and KPMG.
Dessa has a Ph.D. and M.A. in Economics from Fordham University, and serves on the Advisory Board for the Graduate School of Arts and Sciences. She has a B.S. in Business Administration from Fairleigh Dickinson University

Ethan Shen

Managing Partner

Crizit

Ethan Shen is a Managing Partner at Crizit, a technology specialist in Market Data Management and Analytics. He is head of product development and research, with over a decade of experience delivering monitoring, optimization, and data distribution solutions to Tier 1 Asset Management firms. Prior to co-founding Crizit, Ethan served as a vendor systems analyst and Bloomberg data specialist at consultancies based in New York, London and Vienna. Ethan is based in New York City, earned his Masters in Information Science from U of Washington, but will always be a Texan at heart.

Rocky Martinez

Chief Technology Officer: Reference Data Utility

SmartStream Technologies, Inc

Roque “Rocky” Martinez is the Chief Technology Officer of the Reference Data Utility. Rocky brings over 28 years of experience in financial technology and is currently responsible for all product technology, innovation, and product delivery.

Rocky has held senior leadership positions at various software companies that have serviced fortune 500 companies such as Bank of America Merrill Lynch, Allstate, Motorola, and consulting companies such as Accenture and PriceWaterhouseCoopers.

Rocky focuses on leading digital change through technology and creating opportunities for new products and services that did not exist before. Rocky hones his skills as an Associate in Columbia's University Technology Management Program of the School of Professional Studies, working with future leaders and entrepreneurs.

Rocky is currently developing new services to provide digital disruption for financial services firms, which need to reduce the effort and time necessary from trade to settlement. Currently, Rocky is working on innovation focused on the ability to use machine learning to predict when trade reference data is valid. Additionally, Rocky is an author of published articles and the subject of interviews.

Rocky has an undergraduate degree from Fordham University, a Masters in Technology Management from Columbia University, and pursuing a Doctorate in Business Administration from Rutgers University.

Beate (Van Loo) Born

Area Head Global Business Management

SIX

Beate Born has 17 years of experience in consulting and financial services in Switzerland, the EU, Australia and Asia including running her own consulting practice. She is currently Head of Global Business Management at SIX in Zürich and previously held the position of Head Strategic Programs at UBS Wealth Management.

Many of her 13 years at UBS she spent in Operational Risk and Capital Markets running global regulatory initiatives such as MiFID I&II as well as Brexit response and platform programs for Wealth Management. She is member of the leadership team of the Enterprise Data Management Council (EDMC) Women in Data Network and leads the ESG Regulatory and Standards Group.

In 2021 Beate completed a Master’s Degree in Sustainability Leadership from the University of Cambridge with a focus on ESG data reporting and carbon disclosure comparability.  Further Academic degrees include a DESS from the Sorbonne, an MBA from Clark University, an Executive MBA from the Swiss Finance Institute and a certificate of advanced studies in Financial Market Regulation from the University of Zürich.  

Bhanu Batta

Director

BNP Paribas

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.

 

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Anthony Malakian

Editor-in-chief

WatersTechnology

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 [email protected] or at +646-490-3973.

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Ellen Gentile

Data Quality Lead

Edward Jones

Ellen Gentile is the data quality lead for Edward Jones. Ellen has over 20 years of experience in the financial services sector and has worked in various capacities for companies such as Cowan & Company, Morgan Stanley, Bank of America, Banc of America Securities and Pershing, LLC. 

Prior to managing SMBC's data quality, Ellen championed the use of qualified data as a core enterprise resource supporting decision makers. To best deliver and monitor quality of service and information, Ellen established and set enterprise standards through operational quality scorecard products at Pershing, LLC. The quality based products she managed provided the much needed insight and transparency clients require to manage and grow their businesses.

 

 

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Max Bowie

Editor-at-large

WatersTechnology

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 MagazineFX WeekTrading 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.

Bill Murphy

Managing Partner

Cresting Wave

Cynthia D. DiBartolo

CEO

Tigress Financial Partners

CEO of Tigress Financial Partners (Disabled & Woman-Owned Financial Services Firm)

CEO of RISE Financial Services (Woman-Owned Prime Broker)

She guides the overall strategy and direction of both of these firms where she has parlayed her extensive corporate and securities experience into a new generation of mission-driven financial services firms. In her professional life, Cynthia has nearly 40 years of accomplishment-laden practice working in finance. She spent more than two decades aligned with Fortune 500 companies, driving achievements in revenue growth, brand expansion and new offerings. Her ability to set the overall vision and strategy for a company propelled her career at Bear Stearns, Merrill Lynch, Smith Barney-Morgan Stanley and Citigroup. Her impressive track record in sales, compliance and risk management contributed significantly to the firms’ profitability. In 2009, she become suddenly disabled after a battle with recurrent head and neck, this prompted her to found Tigress Financial Partners, the nation’s only disabled and woman-owned and operated financial services firm. Tigress is a fully licensed investment bank, broker dealer, NYSE floor broker and registered investment advisor dedicated to the principles of diversity and inclusion. Tigress offers Proprietary Research, Investment Banking, Sales & Trading, Capital Markets, Asset Management and Wealth Management services. Tigress offers distribution to institutional and high-net worth clients in more than 23 countries, with over 30,000 accounts and $17.6 billion in Assets Under Management. In March 2021, StoneX Capital Inc, a Fortune 100 Company, purchased a minority stake in Tigress. In partnership with StoneX, Tigress and its clients will benefit from StoneX's global reach, broad product range, and best-in-class technology.

In July 2021, Cynthia and Tigress Financial Partners made history becoming the first disabled and woman owned floor broker and member of the New York Stock Exchange in the Big Board’s 229-yr history. In November 2021, Cynthia launched RISE Financial Services the only diversity Prime Broker, woman-owned and operated specialized in offering a comprehensive suite of prime brokerage services aligned with the growing mission driven Environmental, Social and Governance (“ESG”) initiatives of institutional investors. RISE offers a patented next generation global cap introduction platform called FUEL, which propel capital raising.

Cynthia was profiled by Forbes in their CEO Series in an article entitled “A Tigress in a Shark Tank.” Forbes described Cynthia as "one tenacious Tigress…her father’s words inspired her to pick herself up from tragedy and start a business. Both the woman and her story are unique, amazing and forcefully inspiring." Cynthia is committed to paying it forward. Cynthia holds extensive outside business affiliations. She serves as Chairperson of the Rainbow PUSH Coalition Steering Committee for Financial Services, under the appointment of Rev. Jesse L. Jackson, Sr. She is the Founder & Chairperson of the Diversity Broker- Dealer & Asset Management Coalition, an advocacy and thought leadership group that strives for best practices in diversity and inclusion on behalf all certified diverse Broker-Dealers & Asset Managers. She was selected to the Executive Task Force for The Wall Street Journal: Women in the Economy, a select group of 200 influential CEOs, luminaries and subject- matter experts, chosen to create a business-based, action plan to address making better use of female talent to promote economic growth. She is currently Vice President of the Women’s Syndicate Association.

Cynthia was a Business Leader to the White House Business Council for the Obama Administration. She shared the panel at the Comptrollers Summit with along with New York State Comptroller Tom DiNapoli, and New York City Comptroller Scott Stringer to discuss advancing diversity and inclusion in financial services. Cynthia previously served as a Business Leader for New York State Governor’s Ten Points-Women’s Initiative, which aims to break down barriers to women's full participation in society and create a positive and sustainable meritocracy in business. She served as the leading business advocate for the NYC and NYS Minimum Wage Increase speaking before the Governor and members of the Senate, as well as, the Mayor of New York City. As part of her mission, Cynthia provided Testimony to the Independent Democratic Conference of New York State on the issue of Campaign Finance Reform.

She was the previous recipient of the Common Cause Champion of Democracy Award. Common Cause and it's over 400,000 members are one of the most effective and respected organizations working for political change in America, seeking to restore the core values of American democracy and empower ordinary people to make their voices heard in the political process. She was the previous recipient of the Distinguished Leadership Award from A Better Balance, a national organization dedicated to advancing the rights of working families. Cynthia has written numerous op-ed articles that have been published in the NY TIMES, NY Times Digest and TIMES UNION on “Campaign Finance Reform”, “Providing Access to Capital for Small Business", “Increasing Minimum Wage” “Pregnant Workers Fairness Act” and “Women’s Equality”. Cynthia testified before House Democratic Leader Nancy Pelosi and Representative Carolyn Maloney on Paid Family Medical Insurance Leave.

She participated along with Senator Kristen Gillibrand in the Women’s Economic Empowerment Summit. Cynthia provided testimony before a Congressional Briefing hosted by Senator Robert Casey, Senator Jeanne Shaheen and Congressman Jerry Nadler on Making Pregnancy Discrimination a Thing of the Past: The Pregnancy Discrimination Act at 35 & the Pregnant Workers Fairness Act, as well as, providing testimony to the Independent Democratic Conference of the New York State Senate Hearing on “Restoring the Voters’ Trust in New York State Government”. Cynthia was invited by Rev. Jessie L. Jackson, Sr., to serve as Chairperson for the Annual Wall Street Project Economic Summit and remains in that role for more than 10 years. She was also selected to serve on the Small Business Majority Summit at the White House. Cynthia testified at the White House on Campaign Finance Reform before the White House Office of Public Engagement and participated in the White House Leadership Summit along with Valarie Jarrett, Senior Advisor to the President and Ambassador Robert Holleyman, Deputy United States Trade Representative with respect to International Trade Policy.

Cynthia is among the fifty Wall Street seasoned professionals profiled in the book Transforming Wall Street: A Conscious Path for a New Future. The book combines fresh insight, intelligence and experience from fifty leading Wall Street luminaries, together with a panel of academic experts and Teachers of Consciousness. Cynthia recently served as the inspirational keynote speaker on Resiliency for Morgan Stanley, Bloomberg LP, TIA, Caterpillar, Guggenheim Partners, Cognizant Technologies, and for numerous Unions, Public Pensions and Fortune 500 companies. She was Counsel to Eaton & Van Winkle, LLP and is currently on the Board of Consultors for Villanova University, Charles Widger School of Law.

Cynthia was recently appointed Member of the Board of Directors of the National Association of Securities Dealers (NASP) and was named a Member of BNY Mellon | Pershing Minority Business Enterprise Council, as well as a Member of the Board of Directors of Siebert Financial Corp (NASDAQ: SIEB). Cynthia was named an alt Congressional Nominee to West Point Military Academy. She attended Wagner College on Scholarship, graduating with Honors with a Bachelor of Arts in Political Science and Theatre and went on to earn a Juris Doctorate from Villanova University, School of Law. She holds FINRA Series SIE, 7, 24, 63 and 99 Licenses. She was admitted to the New York, New Jersey and Connecticut State Bars.

Oliver Albers

Head of Investment Intelligence and Executive Vice President

NASDAQ

Oliver Albers is Head of Investment Intelligence and Executive Vice President. His team is focused on creating innovative real-time and historical data products that provide unsurpassed market transparency to institutional, retail and individual investors. Oliver and his team are responsible for providing value-added consultative services to a diverse client base ranging from online portals institutions to fintech startups and for managing relationships with data subscribers.

Oliver joined Nasdaq in 2000 and over the past 17 years has been instrumental in many milestone developments for Nasdaq. Accomplishments include assisting with the launch of the Nasdaq Closing Cross and subsequent development and distribution of Net Order Imbalance Information; aiding in the strategic development and introduction of Nasdaq Basic (which has saved the industry upwards of $100 million); as well as overseeing the launch of Nasdaq Last Sale, which has transformed online distribution of stock prices to the public.

One of the more exciting developments under his direction is Nasdaq’s Analytics Hub. It is a platform that helps asset managers, hedge funds, and prop trading firms keep up with the constant and rapid pace of change from technologies like artificial intelligence (AI) and other innovations so they can take advantage of major opportunities by finding the earliest tradable alpha signals.

Oliver holds a Bachelor in Business Administration from Ohio University and a Masters in Business Administration from The George Washington University.

Oliver is married to his beautiful wife Danielle, and has two young daughters. He enjoys spending his down time with his family, attending sporting events (especially the English Premier League) as well as listening to music and reading.

Tom Davin

Managing Director

FISD/SIIA

Bill Lee

Senior Market Data Advisor

Interactive Brokers LLC

Senior Market Data Advisor for Interactive Brokers LLC with the organization for over six and a half years. In the securities industry for 51 years. 15 years with companies containing the name Morgan in New York, the Institutional Representative for the CTA Advisory Committee. Prior to New York investment banks, I spent 18 months in Egypt consulting for the Egyptian Capital Markets Authority and the Cairo and Alexandria Stock Exchange. 17 years Senior Vice President at the Boston Stock Exchange, managing the trading floor, corporate communications and acting as a Participant to the Consolidated Tape Association. My first introduction to the industry was working Merrill Lynch while putting myself through both undergraduate and graduate degree programs at Suffolk University in Boston.

My goal is to utilize my experience with exchanges and data providers, and leverage my relationships in the market data industry to expand the uses of information while reducing or eliminating administrative burdens.

Lory Nunez

Executive Director - AI Engineering and Product Development

JPMorgan & Chase

Lory is Data Science Executive  for Wealth Management Technology, responsible for leading global AI initiatives at JPMorgan.

As a former law intern, Software Engineer, Business Intelligence Analyst, Research Scientist and as 'engineer one' of a startup, she brings a unique perspective on data projects. This diversity of experience has driven her to make data science accessible for everybody.

She holds multiple patents in AI applications, and is a published technical author and an international speaker for Natural Language Processing and Machine Learning.

Lory was named the 2021 Data Science Professional of the Year at the Waters Technology Women in Data and Technology Awards. Lory holds a Bachelor's Degree in Mathematics from the University of San Carlos in the Philippines.

Steve O'Bott

Chief Data Architect for Global Investments

Vanguard

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

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Barry Raskin

Head of Data Practice

Ticksmith

Barry has recently joined TickSmith Corp as its Head of Data Practice. TickSmith is a cloud-based data and commerce platform that transforms data distribution and monetization, making it possible for companies to easily package data products and launch private marketplaces. His role is to provide guidance to clients and prospects on the many aspects of data commercialization, such as licensing structure, to insure that TickSmith’s clients are successful in their new data businesses.

Prior to this position, he was the Managing Director of the Market Data Services practice for Jordan & Jordan (J&J), a New York-based consulting firm. He has extensive expertise in market and reference data across the securities industry. His in-depth market data experience and network relationships enable him to provide clients with a wide range of consultative services based on clients’ requirements. Among his achievements at J&J, he led a global implementation initiative for a multi-faceted messaging system for a large investment bank. Barry is the recipient of the 2017 FISD Lifetime Achievement Award.

Before he joined J&J, Barry spent 28 years as the Managing Director of the Americas for SIX Financial Information and performed a similar role at GBST, a financial software firm. Barry is a member of the Inside Market Data Hall of Fame and has been a frequent industry panelist and speaker at various venues across the globe. He holds a Bachelor of Science degree from Cornell University and an MBA in Finance from the University of Buffalo.

He currently resides in Oceanside, California with his wife, Pamela, and they have two adult sons. He enjoys golfing, biking and travel.

Simon Letort

Chief Digital Officer & Head of Innovation – SG Americas

Societe Generale

Simon Letort is the Chief Digital Officer & Head of Innovation for Societe Generale Americas. In his role Simon orchestrates SG Americas technology strategy with a focus on client platforms, public cloud, data science, and DLT.

Simon joined Societe Generale in 2001, initially in Equity Capital Markets. In 2003, he moved to NY as Quant for the risk division. In 2005, he joined the Equity Derivatives department as financial engineer. He was appointed head of Equity Product Design in 2007 and head of Cross-Asset Product Design, covering Equity, Rates, FX, CTY and hybrids in 2009. In 2012, Simon moved to Sao Paulo as co-head of the Global Markets division for Brazil. In 2015, he returned to New York as head of Financial Engineering for the Americas. He was named Chief Digital Officer for the Americas in 2017.

Simon holds an M.Sc. in financial mathematics from Ecole Centrale Paris.

Mark Etherington

Chief Technology Officer

Crux

Mark is the Chief Technology Officer of Crux, overseeing Platform Engineering, Data Engineering, Operations, and Information Technology initiatives. Mark started his career at Logica, a UK software house, and later worked at J.P. Morgan, where he built major systems across the firm as well as headed their distributed computing group globally. Joining Goldman Sachs in the mid 2000’s, Mark led their infrastructure group in EMEA prior to leading the Application Systems Infrastructure group that established virtualization within the firm and led to the development of the Goldman private cloud. Leaving the firm in 2015 to help bring a trading spin-off to market, Mark joined Thomson Reuters through acquisition in 2017. Prior to joining Crux, he was the Global Head of Trading Technology at Refinitiv. Mark lives in New York with his wife Louise, has three children, and loves travel and skiing.

Michael Chiappinelli

Managing Director SESAMm North America

SESAMm

Michael Chiappinelli is Managing Director of SESAMm North America. With 20 years of institutional sales experience in financial services, information technology, trading technology, and alternative data, Michael has the expertise and deep knowledge in complex financial products and services for quantitative hedge funds, asset managers, and global financial institutions.

Previously, Michael worked at financial services companies such as TIM and StarMine (acquired by Thomson Reuters) among others. 

Leslie Spiro

CEO

Glue42

Leslie Spiro is the co-founder and CEO of Tick42, a professional services company and Glue42, the leading Desktop Integration Platform at tier-one financial institutions. Leslie is a serial entrepreneur. Prior to Glue42, he co-founded SD&C who delivered the first Windows-based Reuters workstation. Also, he jointly created the RTT real-time market data platform as part of Dealing Object Technology before becoming a co-founder of EasyScreen, a derivatives trading system that floated on the LSE. He is an active member of FINOS working on the FDC3 and Desktop Services program and sits on the steering committee of the OpenMama project.

Pablo Curello

Senior Principal - Advanced Solutions

BNY Mellon

Pablo is an Executive within BNY Mellon’s Advanced Solutions group and manages the portfolio of Artificial Intelligence / Machine Learning (AI/ML) initiatives across the company globally.

Advanced Solutions offers enterprise AI/ML capabilities and has developed solutions across 8 BNY Mellon’s businesses, including predictive analytics, automation, risk management and natural language processing.

Previously, Pablo was a Strategy and Innovation consultant at Deloitte, helping clients across multiple industries drive revenue growth, create products leveraging emerging digital technologies and become more customer centric and innovative.

Pablo also led software development and technology projects for Teletech Holdings, a business process outsourcing company, and ran an e-learning startup.

Pablo holds an MBA from The Wharton School, University of Pennsylvania and a Bachelor’s Degree in Computer Engineering from the Buenos Aires Institute of Technology.

Cory Albert

Global Head of Real-Time Products

Bloomberg

Cory Albert serves as Global Head of Bloomberg's Real-Time data business. Flagship products in this business include Bloomberg's real-time market data feed, B-PIPE, the Bloomberg Desktop API, Bloomberg Server API, and Event Driven Feeds for Bloomberg News and Analytics. These products power desktops, work-groups, and entire enterprises across the capital markets community by balancing high quality content with high performance, and lightweight technology. Cory's key areas of focus include product strategy and development, as well as building strategic alliances with capital markets ISV's and technology partners; including cloud service providers.

Hired in 2002, Cory has held numerous positions at Bloomberg including Global Head of Cloud Strategy for Enterprise Data, Head of Strategic Partnerships for Enterprise Solutions, Head of Product Development for Real Time Technology, and numerous roles in technical product development and software engineering.

Prior to joining Bloomberg LP, Cory worked for the Securities Industry Automation Corporation as a senior consultant in the NYSE Product Planning and Management division. Throughout his career, Cory has leveraged a balance of business and technical expertise to help develop financial applications or find ways for financial applications to leverage data.

Cory holds a B.S. in Industrial and Management Engineering from Rensselaer Polytechnic Institute and a M.S. in Software Engineering from Southern Methodist University.

Brad Foster

Head of Enterprise Content

Bloomberg

Brad Foster joined Bloomberg in June 2017 and manages the Data Content group within Enterprise Data.

Brad is focused on transforming how financial firms consume and use data by providing the most comprehensive, high quality and complete enterprise content offering to customers. In his role, Brad has a global remit that includes Reference Data, Regulatory & Accounting Products, Risk & Investment Data Analytics, including Bloomberg’s Liquidity Assessment (LQA) product, ESG & Climate Risk data and Exchange and Contributed Pricing.

Prior to joining Bloomberg, Brad spent almost 20 years on the sell-side in multiple locations including London, Tokyo and New York. He worked at Deutsche Bank as a Managing Director in trading and was responsible for various front office desks across debt, FX and credit trading, front office risk management where he managed a team that built cross-product risk, margin and portfolio analytics and looked after regulatory initiatives including Basel III / CRD IV and Dodd-Frank Uncleared Margin. Prior to Deutsche Bank he was at Credit Suisse First Boston in the market risk management group.

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Michael Meriton

Co-Founder and COO

EDM Council

Co-Founder and served as first Chairman and active Board member since inception in 2005. The Enterprise Data Management (EDM) Council is the leading global association for data management and analytics executives with over 250 member firms and 10,000 professionals. The Board of Directors includes CDO’s and Analytics leaders from the largest digital firms (AWS, Microsoft, Google) and leading global Fortune 1000 firms cross industry.

Lead EDM Council operations to include global industry engagement strategy, new member services and operations guidance in support of adoption of strategic best practice work products to include DCAM (Data Management Capability Assessment Model) and CDMC (Cloud Data Management Capabilities) data standards with comprehensive training and eLearning certification programs. Since joining full time in 2015 have led the 300% growth in global membership.

Bill Dague

Vice President, Head of Alternative Data and Nasdaq Data Link

NASDAQ

Bill Dague leads the development and growth of Nasdaq Data Link, a technology platform designed to empower all segments of the investing public with a comprehensive suite of core financial, fund and alternative data.

Nasdaq Data Link is a unified source of trusted data and analytics that enables users to efficiently discover and integrate market intelligence into their investment strategies. The platform connects the global financial community to the information needed to generate alpha, manage risk and gain transparency into public and private markets. The platform also provides end-to-end data management services, as well as infrastructure that enables users to privately share proprietary data, manage data access and monitor data quality over time within a single organization.

Prior to this role, Bill led Nasdaq’s alternative data research (including teams from the Quandl acquisition). Bill and his team applied leading-edge technologies such as deep learning to create new solutions for traditional and alternative asset managers, and quant trading groups.

Formerly the Director of Data Science, with a deep background in software engineering, he focused on putting alternative data to work on financial problems using machine intelligence. Bill is particularly interested in applications of deep reinforcement learning and complex systems analysis to financial markets. He holds a bachelor’s degree from the University of Chicago and a management degree from the Wharton School of Business.

Suryakant Brahmbhatt

Global Head of Data Analytics, Machine Learning & Visualization

Morgan Stanley

Suryakant is a Technology Leader with 23+ years’ experience designing and delivering Enterprise Data & Service solutions across a broad spectrum of businesses in the financial and capital markets space. He is currently leading a multi-year Initiative for migration of On-Prem Warehouse & Analytics Sandbox to Cloud (Azure)
Highly entrepreneurial, with a proven track record to build and motivate high performing teams, develop strong business partnerships and lead large, globally diverse teams with transformational programs.
Successfully established modern data and analytics practice as a component of traditional IT landscape including adoption & advancement of the Big Data platform strategy supporting large scale analytics programs like NBA, AI and Machine Learning.