FIMA Europe 2016

02 - 03 November, 2016

QEII Conference Centre, London

Contact Us: +44 (0) 207 036 1366

Day 1 - Wednesday 2nd November 2016

Day 1 - Wednesday 2nd November 2016

Expand All Sessions [+] Collapse All Sessions [-]

8:00 AM Registration and welcome coffee

Igniting your future data strategy
8:50 AM Opening remarks from Programme Director– Sarah Palit

9:00 AM Opening remarks from the chair

Peter Serenita, Group Chief Data Officer, HSBC

 Peter Serenita
Peter Serenita
Group Chief Data Officer
HSBC

9:15 AM Opening keynote interview: Inspirational CTO and COO advice on how to align your data governance strategy to meet the needs of your business

Graham Smith, CDO, RBS

Simon Gordon, Risk COO, Barclays

Joacim Dahlgren Vanhainen, Deputy CIO, Nordea Group Functions

An exciting panel of senior level strategic-thinkers from RBS, Barclays and Nordea on how to align the interests of the CIO, COO and CDO and what internal customers are looking for from your data strategy.

  • What frustrations do CIOs and COOs have with the data teams?
  • How can data teams ensure support from the business?
  • Examining whether your data strategy should be business led rather than an IT led process
  • How do we move to be fully compliant to BCBS 239 principles?

Graham has spent more than 20 years in Financial Services and, as each year passed, his enthusiasm for data as a driver of business value has not diminished. He has worked in a variety of roles including integrating banks together, creating a Risk COO & IT functions and, most recently, setting up one of the first banking CDO functions.

...[Read More]

 Simon Gordon
Simon Gordon
Risk COO
Barclays

Simon is currently MD Risk Chief Operating Officer and Head of Risk Information Services for Barclays. Prior to becoming COO for Risk, Simon has spent nearly 20 years in the industry mainly leading Risk and Finance Technology groups at major Banks, and leading Regulatory Change initiatives. He has a passion for Data and is the accountable ...[Read More]

Joacim Dahlgren Vanhainen
Deputy CIO
Nordea Group Functions

Joacim spent 15 years in the Financial services industry - dealing with a wide variety of transformations including enterprise warehousing, information mgmt., strategy development and deployment, off-and near shoring. Lately he is responsible for IT covering banking book regulations. 

Prior to Nordea Joacim, had senior roles at global m ...[Read More]

9:45 AM All star panel: What are the implications of AI, machine learning and robotics for financial data management?

Moderated By:
Adam Markson
, Partner, Accenture

Andy Steele, Global Head of Reference Data Operations & Technology, Barclays

Colin Hall, Group CDO, Credit Suisse

Paul Cairns, CDO, JP Morgan

Christian Steinruecken, Research Associate, Machine Learning, Cambridge

Adrian Weller, Faculty Fellow, Alan Turing Institute

This panel delivers insight from experts and industry practitioners on the future possibilities for robotics and AI to advance data management capabilities and data insights.

  • How to use AI or machine learning across data lakes to converge and coalesce disparate data to deliver insight
  • To what extent can you use robotics as part of a ‘blackbox’ managed service?
  • How can you use robotics and machine learning to manage unstructured data and semi-structured data?
  • To what extent can you use AI to help with data quality and data management?
  • What are the success stories and what are the failures?
  • How can you use machine learning and predictive analytics to spot patterns in data?
  • To what extent is AI and machine learning too expensive to be implemented? 
  • How can AI, machine learning and robotics be used to manage the latest regulatory requirements?
  • To what extent will robotics overtake offshoring?

 Andy Steele
Andy Steele
Global Head of Reference Data Operations & Technology
Barclays

Andy Steele has been with Barclays for 11 years, and currently leads the Reference Data groups across Operations and Technology. His journey to Reference Data has been mostly via leading Operations teams across the Bank, with a few turns in to Lean process improvement and Robotic Automation along the way. Previously Andy has worked in two very d ...[Read More]

 Colin Hall
Colin Hall
Group CDO
Credit Suisse

Colin Hall is a Managing Director at Credit Suisse (CS) and Credit Suisse’s Group Chief Data Officer (Group CDO). Prior to that role, Colin was the Chief Data officer for the Global Markets Division. His responsibilities included managing the global teams maintaining CS IB’s client reference data, the CS group (i.e. IB and PB/WM) product data a ...[Read More]

 Paul Cairns
Paul Cairns
CDO
JP Morgan

Paul is the Chief Data Officer for JPMorgan’s Corporate & Investment Bank (CIB). In this role he is responsible for driving the CIB’s data governance and quality strategy and implementation globally. 

Prior to the current role, Paul worked for UBS heading the Investment Bank Operations Change function. Paul’s finance career started at JP ...[Read More]

Christian Steinruecken
Research Associate, Machine Learning
Cambridge

Christian Steinruecken is a research associate in the Machine Learning Group at the University of Cambridge, where he is heading the Automatic Statistician Project with Prof Zoubin Ghahramani. Christian did his PhD with Prof David MacKay, and has diverse interests in artificial intelligence, data compression, probabilistic reasoning and decisio ...[Read More]

Adrian Weller
Faculty Fellow
Alan Turing Institute

Adrian Weller is a Senior Research Fellow in the Machine Learning Group at the University of Cambridge, a Faculty Fellow at the Alan Turing Institute and an Executive Fellow at the Leverhulme Centre for the Future of Intelligence. He has broad interests in artificial intelligence, its commercial applications and how it may be used to benefit soc ...[Read More]

Moderated By:

 Adam Markson
Adam Markson
Partner
Accenture

Adam Markson is a Managing Director at Accenture focused on the design and execution of large transformation programmes – particularly in the risk, regulation and compliance space – exclusively within banking and capital markets. Adam has been looking at innovative methods in addressing the data challenges that financial institutions face – mos ...[Read More]

10:25 AM Regulators panel: What are the upcoming regulatory expectations and investment priorities for 2017? (Including critical updates following BREXIT)

Robin Doyle, Managing Director, Office of Regulatory Affairs, J.P. Morgan Chase

Alain Grijseels, Head of IT, FSMA

Giancarlo Pellizzari, Head of Supervisory Statistics Division, Directorate General Statistics, European Central Bank

Andy Adams, Head of Financial Regulatory Services in EMEA for Pricing and Reference Services, Thomson Reuters

A panel providing real-life feedback and experience on what are the best ways to approach the new regulatory landscape, and what has been learned in how to best engage with regulators.

  • What can regulators do to help manage the high cost of providing data?
  • Will the European bank adopt a single set of bond and trade surveillance data?
  • What are the latest updates on the LEI landscape?
  • What are the latest updates on the money market reform?
  • To what extent can regulators reduce the number of reports required by accepting more granular or raw data?
  • What is the regulatory focus on the liquidity of bond pricing data
  • How will BREXIT affect the financial regulatory landscape for data professionals?
 Robin Doyle
Robin Doyle
Managing Director, Office of Regulatory Affairs
J.P. Morgan Chase

ROBIN DOYLE has worked at J.P. Morgan Chase for 23 years and is currently Managing Director, Office of Regulatory Affairs, where she is responsible for developing strategic responses to a broad array of regulatory initiatives, analyzing the impact of regulatory proposals, developing the firm's positions and preparing for the implementation of fi ...[Read More]

 Alain Grijseels
Alain Grijseels
Head of IT
FSMA

Catalysing accelerating strategies for innovative evolution through facilitation of disruptive collateral thinking. Integration of data technologies in organisational and societal strategies. Alain fosters smart city ideation by injecting and reshaping technology to enhance quality of life and wellbeing aiming at a new digital way of living toge ...[Read More]

Giancarlo Pellizzari
Head of Supervisory Statistics Division, Directorate General Statistics
European Central Bank

Giancarlo started his carrier at Ernst & Young as external auditor. Then he joined the Belgian banking and insurance supervisor, where he was responsible for compliance, reporting and XBRL. He was member of various committees within EBA, Basel Committee, EIOPA, IAIS, IOSCO and IASCF. 

After, he joined Dexia Group, as Head of Prudential ...[Read More]

 Andy Adams
Andy Adams
Head of Financial Regulatory Services in EMEA for Pricing and Reference Services
Thomson Reuters
Andy Adams is Head of Financial Regulatory Services in EMEA for Pricing and Reference Services at Thomson Reuters. After working in education, he spent several years at State Street in Mutual Fund Accounting before joining Thomson Reuters. At Thomson Reuters, he has held a wide variety of front-line positions including Client Trainer, Account Man ...[Read More]

11:05 AM Morning networking break

Disruptive data technologies: Part I
11:40 AM Disruptive technology focus: How to use Artificial Intelligence – machine learning - to improve your CEX, transform your process and monetize your data to create new business models

Beatriz Sanz Saiz, Partner, EMEIA Financial Services Data and Analytics Leader, EY

  • What’s the difference between Artificial Intelligence, Big Data and Analytics?
  • How machine learning is changing the way we do business
  • How to use natural language analytics to better know your customers
  • How to analyse data on social networks to better understand purchasing patterns and tailor product bundling
  • What are the profit tools and how to monetize data?
  • Where to start? How to start?

 Beatriz Sanz Saiz
Beatriz Sanz Saiz
Partner, EMEIA Financial Services Data and Analytics Leader
EY
Beatriz has over 20 years’ experience in Financial Services and leads the EMEIA FSO Data and Analytics Practice at EY. As part of her role, she has set up an Artificial Intelligence Hub that is at the forefront of Big Data and Advanced Analytics. She combines her business acumen with her innovative skills to define and support the growth agenda of ...[Read More]

12:00 PM All star panel: Are utilities the only way forward for financial data?

Stephen Nundy, Managing Director, Global Head of Cross Divisional Architecture and Projects, Goldman Sachs

Mark Davies, General Manager, Avox Data Services and Managing Director, DTCC Europe

Emma Prophet, Executive Director, Morgan Stanley

Moderated By:
Preetham Kamesh
, Global Head, IDMS (Integrated Data Management Services) Business Unit, Capgemini

This exciting debate engages those at the forefront of utilities implementation to deliver clear arguments on whether utilities are the only way forward – will you walk away with a fresh mind-set and better prepared to take on this key issue?

FOR
  • Utilities will lower costs and improve quality
  • Implementing mutualising processes to increase value for the customer
  • Where will utilities be in the future?
  • All banks buy the same data – why not use a utility
  • Why banks shouldn’t be reluctant to use utilities
  • How vendors can use utilities to pull data from lots of different sources and take advantage of ‘crowdsourcing’ wisdom 

AGAINST

  • No one has emerged as a true utility – why utilities have failed
  • Will the industry really trust data utilities?
  • What are the ownership models in place and can they be trusted?
  • What will the pricing strategy be for utilities?
  • Banks will want to contract with several utilities if they are not fully mature – they will need to consider mixed, offshoring, outsourcing, utilities, data providers, internal
 Stephen Nundy
Stephen Nundy
Managing Director, Global Head of Cross Divisional Architecture and Projects
Goldman Sachs

Stephen is a managing director in Technology at GS. He is currently globally responsible for Operations Automation as well as Firmwide EMEA Technology, he has previously globally run Cross Divisional Projects and Architecture, Liquidity Technology and Prime Services Technology Internationally. He joined GS as a graduate in 1997 and has spent 5 y ...[Read More]

 Mark Davies
Mark Davies
General Manager, Avox Data Services and Managing Director
DTCC Europe
Mark Davies joined the Depository Trust and Clearing Corporation (DTCC) in 2012 to lead its European efforts around the development of the legal entity identifier, a global initiative created in response to new regulations for reducing systemic risk.

In January 2013, Mr. Davies was appointed General Manager and Head of Avox Data Se
...[Read More]

 Emma Prophet
Emma Prophet
Executive Director
Morgan Stanley

Emma has over 19 years’ experience of working in the Financial Services industry. Initially as a Consultant on change projects for retail banking clients, and later working for Barclays Capital as within their Change Management, Operations and Operational Risk Functions. Since joining Morgan Stanley Operations in 2005, Emma has managed Client Se ...[Read More]

Moderated By:

 Preetham Kamesh
Preetham Kamesh
Global Head, IDMS (Integrated Data Management Services) Business Unit
Capgemini
As an investment banking technology professional, Preetham has worked for reputed organizations, including Ernst & Young, HCL, Patni/IGATE and now with Capgemini. His experience span over 15 years includes Corporate Finance, Consulting, Solution Development, Sales, Account Management, Delivery, and Program Management.

He spent over
...[Read More]

Networking lunch

12:50 PM Networking lunch

Private lunch

Private lunch: Trillium Software (representative to be confirmed)

TRACK A – Mastering Data Governance

2:00 PM Opening remarks from the chair

John Bottega, Senior Advisor & Consultant, EDM Council Inc

Chair role available
John Bottega
Senior Advisor & Consultant
EDM Council Inc

TRACK B – Mastering Market Data

Opening remarks from the chair

David Berry, Market Data & Commissions Global Sourcing, IPUG CIQ

Chair role available
David Berry
Market Data & Commissions Global Sourcing
IPUG CIQ

TRACK C – Mastering Client Data

Opening remarks from the chair

Julia Sutton, Group Customer Data Manager, Group Data Management Office, HSBC

Chair role available
 Julia Sutton
Julia Sutton
Group Customer Data Manager, Group Data Management Office
HSBC

TRACK D – Mastering Data Architecture and Technology

Opening remarks from the chair

Colin Gibson, Head of Enterprise Architecture, Willis Towers Watson

Chair role available
 Colin Gibson
Colin Gibson
Head of Enterprise Architecture
Willis Towers Watson
Colin is Head of Enterprise Architecture for Willis Towers Watson, a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. Enterprise Architecture maintains the target state vision for the company’s business capabilities, application portfolio and data assets.Colin partners with ...[Read More]

TRACK E – Synergy Workshops

SYNERGY WORKSHOP: Women in financial information management: How to accelerate you career trajectory and leadership path

Jessica Hainey, Department Head for Product Reference Data Systems, Morgan Stanley

Robin Doyle, Managing Director, Office of Regulatory Affairs, J.P. Morgan Chase

Elisabeth Watson, Data Ownership Program Lead, J P Morgan Corporate & Investment Bank

Emma Prophet, Executive Director, Morgan Stanley

This women-only workshop looks at what it means to be a woman in financial information management in 2016:
  • How can you develop your ‘internal brand’?
  • How to make an impact – lessons learned
  • How to navigate the route to leadership
Enhance your career by learning from and being inspired by some of Europe’s most successful and influential women in financial data management.

 Jessica Hainey
Jessica Hainey
Department Head for Product Reference Data Systems
Morgan Stanley
Jessica took up her current role as an Executive Director at Morgan Stanley in 2015, focusing on consolidation and renovation of reference data technology. Her previous roles include 2 years as Global Head of Listed Derivatives Sales and Trading Technology managing the rollout of Morgan Stanley’s cross-asset trading platform and 5 years as Global H ...[Read More]

 Robin Doyle
Robin Doyle
Managing Director, Office of Regulatory Affairs
J.P. Morgan Chase

ROBIN DOYLE has worked at J.P. Morgan Chase for 23 years and is currently Managing Director, Office of Regulatory Affairs, where she is responsible for developing strategic responses to a broad array of regulatory initiatives, analyzing the impact of regulatory proposals, developing the firm's positions and preparing for the implementation of fi ...[Read More]

 Elisabeth Watson
Elisabeth Watson
Data Ownership Program Lead
J P Morgan Corporate & Investment Bank

 Emma Prophet
Emma Prophet
Executive Director
Morgan Stanley

Emma has over 19 years’ experience of working in the Financial Services industry. Initially as a Consultant on change projects for retail banking clients, and later working for Barclays Capital as within their Change Management, Operations and Operational Risk Functions. Since joining Morgan Stanley Operations in 2005, Emma has managed Client Se ...[Read More]

TRACK F – Drill-down round tables

Drill-down round tables: How to understand and meet the latest data requirements?

Sean O'Dowd, Global Financial Services Director, MapR

Hubert Deroubaix, Business Development Director, Regulatory Products, ICE Data Services

Clancy Childs, Chief Data Officer, Dow Jones

This interactive session provides the opportunity to pick your most pressing challenge and discuss with your peers in a small group of 10. Don’t miss this fantastic chance to solve your issues and make important new contacts with procurement professionals from across different industries. 

  • Data lake governance: Best practices, overcoming challenges and debunking big data “hype” 

  • How to use big data to manage the volume and variety of data for your firm 
  • Exploring “hype” vs reality – establishing a data lake to manage big data 
  • How to develop data lakes that can unlock analytics self-service, operational application support and drive value from their data 
  • What is the current state of data lake governance, how are things changing, challenges, opportunities and best practices 
  • Sean O’Dowd, Global Financial Services Director, MapR
  • How can you leverage news and data to help ensure your data team adds value to your organisation? - Clancy Childs, Chief Data Officer, Dow Jones

  • How to efficiently serve your MiFID II and PRIIPs data needs (for regulatory change subject matter experts) - Hubert Deroubaix, Business Development Director, Regulatory Products, ICE Data Services

 Sean O'Dowd
Sean O'Dowd
Global Financial Services Director
MapR
Sean O’Dowd is the Global Financial Services Director at MapR. In this role, Sean focuses on industry strategy and working with financial services firms to advance big data projects.

He has spent over 15 years focused on financial services and capital markets. He comes to MapR after several years with Teradata as their Capital Marke
...[Read More]

 Hubert Deroubaix
Hubert Deroubaix
Business Development Director, Regulatory Products
ICE Data Services
Hubert Deroubaix is responsible for developing and commercialising ICE Data Services’ regulatory content offerings in EMEA. Prior to this Hubert’s roles have included managing both content management and strategic partnerships within Data Collection. Hubert joined the company in 2000 from the former Thomson Financial. Prior to that, he undertook ...[Read More]

 Clancy Childs
Clancy Childs
Chief Data Officer
Dow Jones

In addition to developing internal products to make operational data more accessible and personalizing customer touchpoints based on behavioural data, he also oversees the development of the Dow Jones Data Platform, which underpins Dow Jones professional information products such as VentureSource, Risk and Compliance, Factiva and market data.  ...[Read More]

TRACK A – Mastering Data Governance

2:10 PM How to integrate operations with technology to optimise the results of your data strategy: Lessons learned

Andy Steele, Global Head of Reference Data Operations & Technology, Barclays

  • Outlining the decision process behind combining operations and tech – what are the main lessons learned?
  • Examining the use of robotics, AI and co-location of staff 
  • What are the main benefits of combining operations and technology? 
  • How to effectively manage communication and change management throughout the company

 Andy Steele
Andy Steele
Global Head of Reference Data Operations & Technology
Barclays

Andy Steele has been with Barclays for 11 years, and currently leads the Reference Data groups across Operations and Technology. His journey to Reference Data has been mostly via leading Operations teams across the Bank, with a few turns in to Lean process improvement and Robotic Automation along the way. Previously Andy has worked in two very d ...[Read More]

TRACK B – Mastering Market Data

How to engage with your business units, IT and operations to compile the best market data from the right vendors and optimise distribution

Stuart Burrows, Global Head of Market Data, Schroders

  • How to assess which market data vendors will meet the specific needs of your business units?
  • How to liaise with IT and operations to meet the needs of your business units
  • How to understand the rules and regulations behind compliance when your data is consumed by your applications (enterprise data management)
  • How to decide on providing data requirements for front office vs. middle office vs. back office
  • How to work with internal stakeholders to engage new data vendors
  • How to assess and decide which data the business may need to buy themselves


 Stuart Burrows
Stuart Burrows
Global Head of Market Data
Schroders

Stuart has over 18 years in Market Data with experience working for top tier companies across the vendor, buy and sell sides culminating in the operation of his own market data consultancy. Since leaving consultancy, Stuart has spent the last 2 years at Schroders as the Global Head of Market Data, reengineering the function and its engagement w ...[Read More]

TRACK C – Mastering Client Data

Implementing a centralised client data portal: How to streamline the onboarding process and meet regulatory requirements whilst remaining compliant and secure

Pablo Diaz de Sandi, Global Client Lifecycle Management Programme Manager, HSBC Private Bank

 Pablo Diaz de Sandi
Pablo Diaz de Sandi
Global Client Lifecycle Management Programme Manager
HSBC Private Bank

Pablo Diaz de Sandi has over 20 years of experience in the Financial Services industry. He began his career in Mexico City where -- after graduating with a major in International Business from Tec de Monterrey – he began working for American Express in call centre operations. 

After a couple of years he started working in project manage ...[Read More]

TRACK D – Mastering Data Architecture and Technology

" Reg Tech” focus: How to implement common domain models to meet regulatory and reporting requirements

Ayaz Haji, MiFID 2 Head of Technical Architecture and Data Strategy, Goldman Sachs

  • Examining the regulatory benefits of common domain models
  • Exploring real examples of where common domain models can help
  • What is the potential to move into a more ‘joined-up’ system?
  • How to optimise the data distribution route to meet regulatory requirements
  • How can IT and data teams best work together to meet the project requirements quickly and efficiently?

 Ayaz Haji
Ayaz Haji
MiFID 2 Head of Technical Architecture and Data Strategy
Goldman Sachs
Ayaz Haji is the technical architect for the MiFID 2 program at Goldman Sachs. In this role he has responsibility for technical build and data strategy required for MiFID 2 across the firm. Ayaz has been recently driving some of the “Reg Tech” ideas around Common Domain modelling and the benefits this will bring to the industry as a whole.
...[Read More]

TRACK E – Synergy Workshops

Stream continues

TRACK F – Drill-down round tables

Stream continues

TRACK A – Mastering Data Governance

2:30 PM How to better engage your internal stakeholders and optimise your demand management in order to successfully manage increasing requests

Gary Goldberg, Chief Data Officer, Mizuho International

  • How to identify the key pieces to leverage when confronted with large amounts of data 
  • How to manage demand when your data team is firmly established with increasing requests from internal stakeholders?
  • How to ensure business units are not requesting data that has been bought elsewhere
  • How to use inventory systems to keep all informed of data available
  • How manage demand and budgeting for IT projects
  • How to balance demand to benefit everyone rather than specific niche projects

 Gary Goldberg
Gary Goldberg
Chief Data Officer
Mizuho International

Gary Goldberg has over 20 years’ experience leading business and technology change in the City of London. He was appointed Chief Data Officer at Mizuho International (the European investment banking arm of Mizuho Financial Group) in 2014. Gary is an experienced technologist and professionally trained economist with an MBA in international finan ...[Read More]

TRACK B – Mastering Market Data

All star panel: How can you better manage the cost of internal market data usage and work with data vendors to deliver complete and high quality data whilst managing cost

Andrew Barnett, Head of Investment Data, Legal & General Investment Management

Stuart Burrows, Global Head of Market Data, Schroders

Marco Di Palma, Vendor Management, JP Morgan Asset Management

This panel brings together market data experts from across banks and asset managers to talk about steps they’re putting in place to manage local and global providers to best achieve their glocalised strategy.

  • How to understand how your market data spend is trending to produce reports for senior management
  • Which vendors can help with market data cost optimisation
  • How to compare what type of market data is used – to what extent are the same vendors for the same products used
  • How to coordinate and centralised to avoided duplication and wasted data
  • How to work with vendors to encourage flexibility in licensing terms and condition
  • How to align your market data infrastructure to have less fragmentation and move data around less

 Andrew Barnett
Andrew Barnett
Head of Investment Data
Legal & General Investment Management

 Stuart Burrows
Stuart Burrows
Global Head of Market Data
Schroders

Stuart has over 18 years in Market Data with experience working for top tier companies across the vendor, buy and sell sides culminating in the operation of his own market data consultancy. Since leaving consultancy, Stuart has spent the last 2 years at Schroders as the Global Head of Market Data, reengineering the function and its engagement w ...[Read More]

 Marco Di Palma
Marco Di Palma
Vendor Management
JP Morgan Asset Management

Marco commenced his career in the Financial Services Industry with Norwich Union (Aviva) in Melbourne, Australia, in 1996. In 1999 he moved to Goldman Sachs Asset Management to work in Investment Accounting and Institutional Relationship Management, where he stayed until 2001. Marco then decided to pursue his career in London, joining a medium ...[Read More]

TRACK C – Mastering Client Data

How to efficiently and effectively manage the rising tide of regulatory data remediation and client outreach for CRS & margin requirements

Joe Dunphy, VP of Product Management, Fenergo

  • How to set up processes to avoid buying data that is already available
  • How to navigate the rapidly changing regulatory landscape to distribute customer data effectively
  • How to overcome the challenge of restricted view of data across different countries
  • To what extent can you put data into one database and compare, link up and use standard data metrics?
  • How can you effectively distribute data across complicated business line structures?

 Joe Dunphy
Joe Dunphy
VP of Product Management
Fenergo
Joe joined Fenergo in 2010 and is responsible for the overall delivery of product strategy and design across the Fenergo suite of applications. With a strong background in regulatory compliance solutions, Joe has deep banking and regulatory knowledge and maintains currency of knowledge in this ever-evolving industry by taking an active lead in Fene ...[Read More]

TRACK D – Mastering Data Architecture and Technology

How to strategically adopt product governance under MIFID II

Heiko Stuber, Senior Product Manager Reference Data, SIX Financial Information

 Heiko Stuber
Heiko Stuber
Senior Product Manager Reference Data
SIX Financial Information
Heiko the is Senior Product Manager for Reference Data at SIX Financial Information and has been with the company since 2012. In this role, he is responsible for identifying market trends and customer requirements in the regulation area and to define solutions that mitigate clients’ risks – such as regulatory reporting, MiFID, AIFMD, etc.
<
...[Read More]

TRACK E – Synergy Workshops

Stream continues

TRACK F – Drill-down round tables

Stream continues

TRACK A – Mastering Data Governance

2:50 PM From paper to reality: What are the key success factors to practically implement your data governance strategy?

Davide Grande, Expert Associate Partner, McKinsey & Company

  • How much of a driver on regulatory requirements versus non-regulatory requirements and what’s the right balance?
  • How can you embed data management and data governance into operation of the organisation?
  • What are the business benefits of investing in your data strategy to reduce inefficiencies and reduce cost?
  • How can you align interaction and communications with the business units?
 Davide Grande
Davide Grande
Expert Associate Partner
McKinsey & Company
Davide is an Expert Associate Partner from the Milan Office, Leader of the Data-enabled transformation service line in EMEA and Leader of the Banking Finance Service Line in EMEA During his experience in McKinsey, Davide has served top clients in Europe and North Africa, mainly on Big Data transformations, with particular focus on finance data gov ...[Read More]

TRACK B – Mastering Market Data

Stream continues

TRACK C – Mastering Client Data

All star panel: How can you manage and use LEIs and other data to meet the MiFID II and other regulatory and legislative requirements?

Gerard Hartsink, Chairman of the Board, GLEIF

Lance Risi, Global Product Manager, S&P Global Market Intelligence

Tony Brownlee, Partner, Head of Data Science & Research, Kingland Systems

This fantastic panel of LEI and regulatory experts, including GLEIF, share their ideas and strategies for the coming years.

  • How to manage the hierarchies and group structure of companies when obtaining the LEI
  • How to decide who should pay to set up the LEI (e.g. asset manager or client)
  • How will the LEI help to meet the MiFID II requirements?
  • What tools are available to implement an LEI strategy?
  • What can the GLEIF imitative offer to assist with LEI?
  • How to determine the links between LEI, IBN, ISIN codes
  • How to use the LEI to communicate potential risks to the finance and risk team
 Gerard Hartsink
Gerard Hartsink
Chairman of the Board
GLEIF

 Lance Risi
Lance Risi
Global Product Manager
S&P Global Market Intelligence
Lance is responsible for managing, developing, maintaining and enhancing the Global Cross Reference Services, including; Business Entity Cross Reference Service (BECRS), Global Instrument Cross Reference Services (GICRS fka ISIDPlus), Select Asset list, CrossWalk, Company Relationship, and more. Lance joined S&P Global Market Intelligence, formerly ...[Read More]

 Tony Brownlee
Tony Brownlee
Partner, Head of Data Science & Research
Kingland Systems

Tony Brownlee is partner and board member at Kingland Systems. Tony leads Kingland’s next generation data science and platform strategies and works with executives in the banking and capital markets, insurance, and public accounting industries around the world. As an expert in legal entity and hierarchy data, cognitive software, and data quali ...[Read More]

TRACK D – Mastering Data Architecture and Technology

All star panel: How to develop the future strategy of your data platforms to meet upcoming requirements

Anthony Coates, Solution/Data Architecture, Deutsche Bank

Tony Russell, Director, Commerzbank

Yann BLOCH, VP, Product Management, NeoXam

Stephen Johns, Managing Director- Head of Data GX EMEA, State Street

An engaging panel of architecture experts from a variety of banks discuss their thoughts on future strategies on implementing data platforms.
  • How to implement new platforms whilst optimising as well as ongoing internal adoption of the platform
  • How to decide which platforms are best for each data classification
  • How to design architecture to integrate legacy and new platforms under a component based structure
  • How can you best migrate to new platforms?
  • What are the most innovative platforms available on the market?
  • Is it best to develop platforms internally or source from vendors?
 Anthony Coates
Anthony Coates
Solution/Data Architecture
Deutsche Bank

Tony is a solution data architect with a long involvement in the creation of financial data standards, especially XML standards. He is passionate about ensuring that data platforms are forward looking, so that they provide efficient and effective internal data services over the strategic longer term.

...[Read More]

 Tony Russell
Tony Russell
Director
Commerzbank

Tony is currently the Lead IT BA on the MiFIR programme for Commerzbank's Investment Banking unit, and is looking at the use of big data for a transaction repository. He has over 20 years experience in IT in the City, namely working in projects including Rates Client Clearing with LCH, DFA Reporting, DFA Mandatory Clearing with ICE Clear Credit ...[Read More]

 Yann BLOCH
Yann BLOCH
VP, Product Management
NeoXam
Yann has over 11 years’ experience of working in financial software, especially in the investment management industry. As VP, Product Management at NeoXam, he is responsible for advising on the evolutions of the data management market and NeoXam Data Hub solution, as well as defining and delivering solutions to clients. Yann joined NeoXam through t ...[Read More]

Stephen Johns
Managing Director- Head of Data GX EMEA
State Street

TRACK E – Synergy Workshops

Stream continues

TRACK F – Drill-down round tables

Stream continues

TRACK A – Mastering Data Governance

3:00 PM Stream continues

TRACK B – Mastering Market Data

Stream continues

TRACK C – Mastering Client Data

Stream continues

TRACK D – Mastering Data Architecture and Technology

Stream continues

TRACK E – Synergy Workshops

Stream continues

TRACK F – Drill-down round tables

DRILL DOWN ROUND TABLES

Giancarlo Pellizzari, Head of Supervisory Statistics Division, Directorate General Statistics, European Central Bank

Emma Prophet, Executive Director, Morgan Stanley

  • BCBS 239 - Giancarlo Pellizzari, Head of Supervisory Statistics Division, Directorate General Statistics, European Central Bank 

  • Reference data utilities - Emma Prophet, Executive Director, Morgan Stanley

Giancarlo Pellizzari
Head of Supervisory Statistics Division, Directorate General Statistics
European Central Bank

Giancarlo started his carrier at Ernst & Young as external auditor. Then he joined the Belgian banking and insurance supervisor, where he was responsible for compliance, reporting and XBRL. He was member of various committees within EBA, Basel Committee, EIOPA, IAIS, IOSCO and IASCF. 

After, he joined Dexia Group, as Head of Prudential ...[Read More]

 Emma Prophet
Emma Prophet
Executive Director
Morgan Stanley

Emma has over 19 years’ experience of working in the Financial Services industry. Initially as a Consultant on change projects for retail banking clients, and later working for Barclays Capital as within their Change Management, Operations and Operational Risk Functions. Since joining Morgan Stanley Operations in 2005, Emma has managed Client Se ...[Read More]

TRACK A – Mastering Data Governance

3:10 PM All star panel: How can you design a governance strategy that effectively assign and manages data owners and stewards?

Elisabeth Watson, Data Ownership Program Lead, J P Morgan Corporate & Investment Bank

Michael Vessey, Head of Data Governance, RBC Capital Markets

Edith Wolfram Kisseleff, Head AM Governance, Swiss Re

Moderated By:
Julie Charrier
, Business Value Assessment Manager, Information Builders

Jason Wood, Independent Consultant, Former Head of Data, Schroders

This panel brings together data governance leaders from both banks and insurance, providing varying perspectives and ideas on important strategies for owners and stewards.
  • How to convince business units to take ownership for the data?
  • How to move away from the perception that data is an ‘IT issue’
  • How to ensure that data owners understand the role How to help data owners accept responsibility of ownership and accountable? – incentives, enforcement and penalties
  • What are the differences in deploying owners and stewards in a global centralised model, and a global federated model?

 Elisabeth Watson
Elisabeth Watson
Data Ownership Program Lead
J P Morgan Corporate & Investment Bank

 Michael Vessey
Michael Vessey
Head of Data Governance
RBC Capital Markets

Mike Vessey is the global head of Data Governance at RBC Capital Markets. He partners with businesses leads to build trust in data, allowing information to be aggregated, reported and reused. The governance programme promotes unambiguous data meaning, clear stewardship and ownership. Mike chairs the bank’s Data Stewardship Council.

...[Read More]

 Edith Wolfram Kisseleff
Edith Wolfram Kisseleff
Head AM Governance
Swiss Re

Edith has 19 years of experience in the financial services industry working for a global reinsurance company and more than 6 years of successful structuring and marketing of re-and insurance solutions, developing innovative structures for clients. She has 11 years of asset management experience in strategic functions as well as 5 years of managi ...[Read More]

 Jason Wood
Jason Wood
Independent Consultant, Former Head of Data
Schroders

Now an Independent Consultant with 20+ years of Investment Management experience working in the US, Europe and Asia Pacific. Until August 2016 he was Group Chief Data Officer at Schroders (the Global Asset Manager with £330bn under management) where he successfully defined and implemented the firm-wide Data Strategy

...[Read More]

Moderated By:

 Julie Charrier
Julie Charrier
Business Value Assessment Manager
Information Builders
Julie Charrier is the Business Value Assessment Manager for UK, Ireland, France and Scandinavia, at Information Builders. She has over 10 years’ experience within the Data Management, Business Intelligence and Analytics sector. In this role Julie focuses on helping companies align their data and information strategy with their business goals and gr ...[Read More]

TRACK B – Mastering Market Data

All star panel: How can you manage the cost of external market data to meet regulatory and client reporting requirements?

Steven Schockaert, Data Steward, Policy Advisor Data Quality & License Management, KBC Group

Chaja De Haan, Market Data Vendor Management, NN Investment Partners

Mady Korada, Data Consultant, Data Consultant

This panel delivers real-life feedback and experience from market data expertise on how to best engage with both internal and external partners to truly manage costs and meet important requirements.
  • How to use external vendors to do check and carry out due diligence
  • How to find affordable client data solutions
  • How do you assess how many sources of client data to use?
  • How do you decide which client data vendors are best for each requirement
  • How can you best reconcile multiple sources of data? •How to best use data that is publically available?
  • How to best use client data vendors to cross check information that counterparties are submitting
  • How can you rely on how recent the information
  • How can you assess the source of the information and how it’s being sourced

Steven Schockaert
Data Steward, Policy Advisor Data Quality & License Management
KBC Group

 Chaja De Haan
Chaja De Haan
Market Data Vendor Management
NN Investment Partners

Chaja de Haan- has been working in financial sector since 2005. After graduating with MscBA Strategic Innovation Management from University of Groningen, she moved to London where she started to work in the financial services sector. In her previous roles she worked with a variety of buy side and sell side businesses, specialising in market da ...[Read More]

 Mady Korada
Mady Korada
Data Consultant
Data Consultant

TRACK C – Mastering Client Data

Stream continues

TRACK D – Mastering Data Architecture and Technology

Stream continues

TRACK E – Synergy Workshops

Stream continues

TRACK F – Drill-down round tables

Stream continues

TRACK A – Mastering Data Governance

3:30 PM Stream continues

TRACK B – Mastering Market Data

Stream continues

TRACK C – Mastering Client Data

Q&A interactive session: How can you decide who should pay to set up the LEI?

Tony Brownlee, Partner, Head of Data Science & Research, Kingland Systems

Gerard Hartsink, Chairman of the Board, GLEIF

Lance Risi, Global Product Manager, S&P Global Market Intelligence

 Tony Brownlee
Tony Brownlee
Partner, Head of Data Science & Research
Kingland Systems

Tony Brownlee is partner and board member at Kingland Systems. Tony leads Kingland’s next generation data science and platform strategies and works with executives in the banking and capital markets, insurance, and public accounting industries around the world. As an expert in legal entity and hierarchy data, cognitive software, and data quali ...[Read More]

 Gerard Hartsink
Gerard Hartsink
Chairman of the Board
GLEIF

 Lance Risi
Lance Risi
Global Product Manager
S&P Global Market Intelligence
Lance is responsible for managing, developing, maintaining and enhancing the Global Cross Reference Services, including; Business Entity Cross Reference Service (BECRS), Global Instrument Cross Reference Services (GICRS fka ISIDPlus), Select Asset list, CrossWalk, Company Relationship, and more. Lance joined S&P Global Market Intelligence, formerly ...[Read More]

TRACK D – Mastering Data Architecture and Technology

Beyond the Traditional - Using NoSQL to achieve real-time data, consistency, and security in regulated markets Speaker photo attached

Chris Atkinson, Solution Architect Financial Services, MarkLogic

  • How can you organise your data structure and data architecture to meet data governance goals?
  • How can you consolidate and optimise your technology infrastructure?
  • How to achieve ‘joined-up data’ throughout an enterprise?
  • What has worked well and not so well and what would be done differently next time?
 Chris Atkinson
Chris Atkinson
Solution Architect Financial Services
MarkLogic
Chris joined MarkLogic in 2014 having been an infrastructure product manager at Symantec for the last 5 years. His background in the enterprise data space has been focussed on helping customers maintain their service and information availability for mission critical services. It is this background which he brings to MarkLogic to help drive customer ...[Read More]

TRACK E – Synergy Workshops

Stream continues

TRACK F – Drill-down round tables

Stream continues

3:50 PM Afternoon networking break

TRACK A – Mastering Data Governance

4:30 PM All star panel: How to plan your data strategy to be ready for the January 2018 MiFID II requirements

Martijn Groot, VP Of Product Management, Asset Control

Hubert Deroubaix, Business Development Director, Regulatory Products, ICE Data Services

Ayaz Haji, MiFID 2 Head of Technical Architecture and Data Strategy, Goldman Sachs

This panel of MiFID II experts will use their own experience and examples to evaluate what you can implement to ensure you’re ready for the January 2018 requirements.
  • What do the MiFID II requirements mean for LEI for all counterparties?
  • What are the latest updates on product taxonomy, universal instrument identifiers, symbology for derivatives - ISN, FIBO (financial industry business ontology)
  • What do the MiFID II requirements to make data available really mean for data vendors?
  • Are data vendors currently working to aggregate and enrich data that will be made publically available?
  • What are the practical effects of expanding from 12-13 statutory data fields to 78 separate data fields?
  • How to determine whether you are a systematic internaliser (market maker in stock) – and can you do this internally or through a vendor?

 Martijn Groot
Martijn Groot
VP Of Product Management
Asset Control
Martijn oversees Product Management, steering the company’s strategy for innovation and directing product investment and communications. Martijn has unrivalled financial and risk data experience, as well as extensive knowledge of Asset Control's customers, having held Market Strategy and Business Development roles here prior to re-joining the compa ...[Read More]

 Hubert Deroubaix
Hubert Deroubaix
Business Development Director, Regulatory Products
ICE Data Services
Hubert Deroubaix is responsible for developing and commercialising ICE Data Services’ regulatory content offerings in EMEA. Prior to this Hubert’s roles have included managing both content management and strategic partnerships within Data Collection. Hubert joined the company in 2000 from the former Thomson Financial. Prior to that, he undertook ...[Read More]

 Ayaz Haji
Ayaz Haji
MiFID 2 Head of Technical Architecture and Data Strategy
Goldman Sachs
Ayaz Haji is the technical architect for the MiFID 2 program at Goldman Sachs. In this role he has responsibility for technical build and data strategy required for MiFID 2 across the firm. Ayaz has been recently driving some of the “Reg Tech” ideas around Common Domain modelling and the benefits this will bring to the industry as a whole.
...[Read More]

TRACK B – Mastering Market Data

Case study interactive: How can you collect, streamline and distribute your index data?

Andrew Barnett, Head of Investment Data, Legal & General Investment Management

In this exciting panel, data vendor experts from both and asset managers will divulge their thoughts on how to truly work well with data vendors.
  • How to manage licensing agreements with a data provider to control costs
  • How to work with the vendor to ensure a complete and correct index
  • What are the best ways to source and aggregate your data?
  • How does the M&A in data vendors affect data costs and value of service?

 Andrew Barnett
Andrew Barnett
Head of Investment Data
Legal & General Investment Management

TRACK C – Mastering Client Data

All star panel: How can you deliver a client data strategy that enables a more robust onboarding and front-to-back client lifecycle management process?

David Thomas, Chief Data Officer & Global Head of Client, HSBC

Kelvin Dickenson, VP of Compliance Solutions, Alacra

Francois Leblanc, Director of Technical Sales, e-SignLive

This panel brings together client data experts who focus on ‘client centricity’ in their roles, to share advice on managing an efficient client lifecycle management process.
  • How to provide data to help with the client due diligence requirements
  • How to standardise data for onboarding
  • How can vendors help with the workflow process?
  • To what extent can you aggregate data to help speed up the process?
  • How to integrate onboarding, financial crime, legal documentation, client outreach, client data, deactivation and exit
  • How to use the data to link up client onboarding with the risk team
  • How to successfully link entity, account and SSI data
  • How to help with the offboarding process
  • How to ensure client centricity

 David Thomas
David Thomas
Chief Data Officer & Global Head of Client
HSBC

David joined HSBC in 2014 to run the Client Data strategy within HSBC Global Banking & Markets. He works within the CDO organisation and have a remit to drive out the Front-to-Back Client Data strategy across the GBM team - ensuring that we have a coherent set of strategies from prospecting/onboarding through to active trading or offboarding. Re ...[Read More]

Kelvin Dickenson
VP of Compliance Solutions
Alacra

Francois Leblanc
Director of Technical Sales
e-SignLive
Francois Leblanc is a e-SignLive veteran having been with the company for over 15 years. In the position of Director of Technical Sales, Francois and his team work closely with customers to help document the technical, business and legal requirements of a solution, identify and prioritize target applications, and map out a strategic enterprise e-si ...[Read More]

TRACK D – Mastering Data Architecture and Technology

All star panel: How can you overcome the challenge of implementing new architecture with established legacy systems?

Colin Gibson, Head of Enterprise Architecture, Willis Towers Watson

Igor Lobanov, Head of Systems Architecture, Legal & General Investment Management

Jessica Hainey, Department Head for Product Reference Data Systems, Morgan Stanley

Andrea Morena, Head of Enterprise Architecture and Governance, Generali Investments Europe

John Randles, CEO, Bloomberg PolarLake

All star panel: How can you overcome the challenge of implementing new architecture with established legacy systems? A fantastic panel of senior-level architects share their ideas and strategies on what has worked and what hasn’t worked when integrating architecture into legacy systems. 
  • How to decide what to prioritise when implementing architecture
  • How can you contain cost by reducing the size of your IT estate and application count?
  • To what extent is cost control hindering the implementation of new applications – is there pressure to keep legacy systems?
  • How to update legacy systems to ensure they can consume data from multiple vendors
  • How to overcome challenges when moving from legacy systems to new 3rd party supplier software and platforms
  • How to prioritise which data to integrate when it’s in siloes across different business lines
  • How to implement solutions to get structured data from documents
 Colin Gibson
Colin Gibson
Head of Enterprise Architecture
Willis Towers Watson
Colin is Head of Enterprise Architecture for Willis Towers Watson, a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. Enterprise Architecture maintains the target state vision for the company’s business capabilities, application portfolio and data assets.Colin partners with ...[Read More]

 Igor Lobanov
Igor Lobanov
Head of Systems Architecture
Legal & General Investment Management

Igor is directly responsible for defining the technology strategy for Legal & General Investment Management. Igor has been taking an active role in the data management industry over the past years. In particular, he headed up an industry working group which came up with a standard definition of an Investment Book of Record capability. Igor has 1 ...[Read More]

 Jessica Hainey
Jessica Hainey
Department Head for Product Reference Data Systems
Morgan Stanley
Jessica took up her current role as an Executive Director at Morgan Stanley in 2015, focusing on consolidation and renovation of reference data technology. Her previous roles include 2 years as Global Head of Listed Derivatives Sales and Trading Technology managing the rollout of Morgan Stanley’s cross-asset trading platform and 5 years as Global H ...[Read More]

 Andrea Morena
Andrea Morena
Head of Enterprise Architecture and Governance
Generali Investments Europe

Very experienced professional in IT with wide knowledge of IT Strategies, Architectures and emerging IT trends and technologies. Since January 2016 Head of Enterprise Architecture and IT Governance responsible for the definition and implementation of the new IT strategy, Architecture and Governance based on the Group’s Transformation Program and ...[Read More]

 John Randles
John Randles
CEO
Bloomberg PolarLake
John Randles has led Bloomberg PolarLake since it was formed in 2012 as a result of the Bloomberg acquisition of PolarLake Ltd. John joined PolarLake as Chief Executive Officer in 2006 and drove the company’s move from being an integration technology supplier in many industries to focus 100% on the Capital Markets industry and particularly the Data ...[Read More]

TRACK E – Synergy Workshops

Synergy workshop: How to understand the differences between EMIR /MIFIR and Dodd Frank?

Tony Russell, Director, Commerzbank

  • How can you set up industry driven universal definitions and unique product identifiers (UPIs)
  • What are the latest developments in adapting the ISIN as a product identifier?
  • How to set up the framework and governance of system across all asset classes of product
  • What are the main differences in EMIR and Dodd Frank requirements and to what extent can they be harmonised?
 Tony Russell
Tony Russell
Director
Commerzbank

Tony is currently the Lead IT BA on the MiFIR programme for Commerzbank's Investment Banking unit, and is looking at the use of big data for a transaction repository. He has over 20 years experience in IT in the City, namely working in projects including Rates Client Clearing with LCH, DFA Reporting, DFA Mandatory Clearing with ICE Clear Credit ...[Read More]

5:10 PM 5 minute transit time

5:15 PM Closing inspirational address

Peter Serenita, Group Chief Data Officer, HSBC

Peter Serenita
Group Chief Data Officer
HSBC

5:35 PM Networking reception