Data Management Summit (DMS) London

    

The Data Management Summit London is the European event to be at for data management executives in financial technology. With a fantastic roster of speakers, sponsors and exhibitors, we'll be discussing issues such as:

  • Challenges and opportunities presented by incoming regulation — the data management response for 2016
  • Data Quality: Achieving Accuracy, Completeness and Timeliness under Cost Pressures
  • Emerging Technologies for Data Management - Do Fintech and Blockchain
  • Have a Role?
  • Effective Tools for Improved Data Quality
  • Enterprise Analytics: Reaping True Business Benefit
  • KYC and Client On-Boarding: Best Practices for Optimal Performance
  • Data Governance: A Reality Check - How to Implement

And of course, it’s an excellent opportunity to network with your peers. Be sure to register today (free for financial institutions / £1,250 for vendors and consultants).

We’ll keep you informed as the agenda develops to ensure you don’t miss out.

Listen to what past attendees have to say about the benefits of attending our Data Management Summits.

“In my role I find it very important to stay abreast of the latest developments in the data governance and data management space, from regulatory environment to challenges that we all face to solutions and innovative ideas that can enhance and improve our ability to manage data and ensure its quality and security. I found the Data Management Summit this year to be a well thought of venue for meeting and learning with and from peers and vendors in the industry.”
Oana Garcia, Head US Data Steward at Allianz Global Investors

"Very informative and worthwhile"
Doreen Chang, BMO Capital Markets

"Interesting, relevant and good variety of speakers and topics"
Steve Goldberg, Manager, Enterprise Data Architecture, TD Ameritrade

"A very informative Event with lots of informative speakers and great networking opportunities."
Colin Ware, Markets Business Process Transformation, Barclays

"Thank you, all organizers and presenters for the very informative event. We definitely learned a lot and enjoyed the venue and networking opportunities."
Julia Aliyeva, Senior Operations Manager, The World Bank

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Book your place now!

  How much does it cost?

For qualifying financial institutions this event is free to attend.

For vendors and consultants wishing to attend there will be a fee of £1,250.

If you want to book places for your colleagues or team, give Ron a call at 44 (0)20 8090 2055 or email him at [email protected].

 


The DMS London 2016 Agenda

8am Registration and Networking over Coffee

9.00 Chair’s Opening Address

9.15 Keynote Presentation - Robert Thornewell, Data Management Policy Reporting Manager, Data and Analytics, Design, Services, Royal Bank of Scotland and Kevin Ayling, Senior Manager, Head of Data Quality Governance & Control, Chief Data Office, Data and Analytics, Design, Services, Royal Bank of Scotland 

Data Governance: Winning Hearts and Minds

9.45 Keynote Presentation - Andy Steel, Global Head of Data Operations, Barclays

Automation of data operations: what opportunity there is for your data organisation

10.15 Panel: Challenges and opportunities presented by incoming regulation — the data management response for 2016

  • JR Lowry, Head of Global Exchange, EMEA, Statestreet
  • Colin Ware, Industry & Regulatory Engagement Group, Data Systems and Insights Office, Barclays
  • Sue Baldwin, Head of 3rd Party Oversight, JP Morgan Chase
  • Mark Davies, Managing Director, DTCC, and General Manager, Avox Data Services
  • Peter Warms, Manager of Fixed Income, Entity, Regulatory Content and Symbology, Bloomberg

10.50 Networking & Refreshment Break

11:20 Panel: Data Quality: Achieving Accuracy, Completeness and Timeliness under Cost Pressures

  • Jon Deighton, Head of Global Efficiencyand Strategy for UK Data Management, BNP Paribas Securities Services
  • Fiona Grierson, Enterprise Data Strategy Manager, Clydesdale Bank
  • Tom Dalglish, Senior Integration & Data Manager, HSBC
  • James Longstaff, VP, Chief Data Office, Deutsche Bank

12.00 Keynote Presentation

12:30 Networking Lunch in Exhibition Area

13:30 Keynote: Philippe Chambadal, CEO, SmartStream

Mutualising Data Management

As trade processing costs remain stubbornly too high and as new regulations are enforcing ever stricter data governance and controls, it seems like the only way forward is to move to sharing the processes and costs associated with data management through an industry-backed utility.

STREAM A
BUSINESS AND REGULATORY CHALLENGES


STREAM B
SMARTER DATA MANAGEMENT OPERATIONS


14:00

Panel: Emerging Technologies for Data Management - Do Fintech and Blockchain Have a Role?

 

Panel: Effective Tools for Improved Data Quality

Moderator: Sally Hinds, Managing Director, Data Management Consultancy Services

  • Igor Lobanov, Head of Systems Architecture, Legal & General IM
  • David Cunningham, Control Officer, Asset Processing, Northern Trust
  • Neville Homer, Head of RWA Reference Data, Regulatory Reporting, RBS
  • Chris Pim, Reference Data and Regulatory Transaction Reporting Strategy, RBS

14:40

Panel: Enterprise Analytics: Reaping True Business Benefit

  • Paul Kennedy, Director, Facultas
  • Marc Rubenfeld, Head of Eagle Solutions, EMEA/APAC, Eagle Investment Systems

Panel: KYC and Client On-Boarding: Best Practices for Optimal Performance

  • Sean Taylor, Executive Director, Canaccord Genuity Group
  • Steve Goldstein, Co-founder, Chairman and Chief Executive Officer, Alacra
  • Philippa White, Account Director, Bureau van Dijk


15:20 Afternoon Networking & Refreshments

15:50 Sponsored Presentation

16.20 PANEL: Data Governance: A Reality Check - How to Implement

  • Garry Manser, Head of Data Governance, Data Management, Visa Europe
  • Hany Choueiri, Chief Data Officer, Bank of England (pending confirmation)
  • Ian Shrubsole, Head of Data Governance, Invesco
  • Jourik de Lange, Manager Data Analysis, SmartStream

17.00 Closing Keynote

17:30 Networking & Drinks Reception

Book Your Place Now

DMS London Advisory Board Members:

  • Graham Smith, Chief Data Officer, Royal Bank of Scotland
  • Hany Choeiri, Chief Data Officer, Bank of England
  • Ian Shrubsole, Head of Data Governance, INVESCO
  • Huw Bishop, Independent Consultant
  • Neville Homer, Head of RWA Reference Data, RWA & Regulatory Reporting, RBS
  • Julia Sutton, Group Customer Data Management, HSBC
  • Martin Mitchell, Chief Data Architect, M&G Investments
  • Sue Baldwin, JP Morgan Chase
  • Lorraine Waters, Deputy Chief Data Officer, Global Head of Data Policy, HSBC
  • Igor Lobanov, Head of Systems Architecture, Legal & General Investment Management
  • Dennis Slattery, CEO, EDM Works
  • Colin Gibson, Director, Architecture, Willis
  • Catriona Baldwin, IB Reference Data Strategic Programmes, Credit Suisse
  • Colin Ware, Industry & Regulatory Engagement Group, Data Systems and Insights Office
  • David Cunningham, Control Officer, Asset Processing, Northern Trust

Vendors... Want to Exhibit or Speak at the Next Event?

A-Team's established Data Management Summits provide a superb platform for you to raise your company profile, be seen as thought leaders, conduct highly valuable face-to-face networking, and generate real sales leads.

Do you want:

  • Face-to-face time with key decision makers at financial institutions?
  • To generate sales for your reference data and data management solutions?
  • To position your brand as a major industry player and thought leader in this business?
  • To increase awareness and educate decision makers about your specific products or services?

Then you should sponsor DMS!

As a sponsor you will reach representatives at buy- and sell-side institutions including heads of:

  • Heads of Data Management / Chief Data Officers
  • Heads of Data Governance
  • Heads of Reference Data
  • Heads of Market Data
  • And many more

Listen to what past sponsors have to say about the benefits of attending our Data Management Summits.

"Being the first DMS Summit Semarchy have attended we didn't know what we would gain from it but it certainly surpassed our expectations."
Richard Branch, Semarchy Limited, VP Operations UK & Northern Europe

“Having attended the A-Team Data Management Summit since its inaugural event, this year’s Summit proved to be the most insightful and valuable yet. Interesting speakers with valuable and practical insights about topics that are affecting the market today. A fantastic opportunity to network, I now have a busy few days following up on conversations and opportunities that were started at the event.”
Stuart Grant, Solution Manager, Capital Markets, SAP

“Data Management Summit London 2014 proved to be a very worthwhile event, offering us the opportunity to network and share ideas with the decision-makers across the European data community. This year, I had the pleasure of participating in a lively panel discussion to offer a technology perspective on the regulatory challenges facing data specialists today.”
Stuart Harvey, Datactics, CEO

There are limited sponsorship/speaking opportunities available. Want to see our delegate lists? Or keen to find out more? Contact Caroline Statman for more information: +1 646 259 3522, [email protected].

Book Your Place Now

Our Sponsors

Platinum Sponsors


SmartStream

Gold Sponsors



OpenFIGI_logo_black-200


Bureau Van Dyk


Alacra



Eagle



CLARIENT



DTCC

Exhibitors


Datactics

Partners

EDM-150x97

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Our Speakers

James_Lowry_100x100JR Lowry

Head of Global Exchange, EMEA, State Street

Igor Lobanov

Head of Systems Architecture, Legal & General Investment Management

Neville Homer

Head of RWA Reference Data, RWA & Regulatory Reporting, RBS

Hany Choueiri

Chief Data Officer, Bank of England

Jourik_de_Lange_100_x_100Jourik de Lange

Manager Data Analysis, SmartStream

Chris_Pim-100x100Chris Pim

Reference Data and Regulatory Transaction Reporting Strategy, RBS

BlankHeadshotAndy Steele

Global Head of Data Operations, Barclays

Sally_Hinds_100x100Sally Hinds

Managing Director, Data Management Consultancy Services

BlankHeadshotJames Longstaff

VP, Chief Data Office, Deutsche Bank

Colin_Ware_100x100Colin Ware

Industry & Regulatory Engagement Group, Data Systems and Insights Office, Barclays

David Cunningham

Control Officer, Asset Processing, Northern Trust

BlankHeadshotRobert Thornewell

Data Management Policy Reporting Manager, Royal Bank of Scotland

Mark_Davies_100x100Mark Davies

Managing Director, DTCC, and General Manager, Avox Data Services

Steve Goldstein

Co-founder, Chairman and Chief Executive Officer, Alacra

Marc_Rubenfeld-100x100Marc Rubenfeld

Head of Eagle Solutions, EMEA/APAC, Eagle Investment Systems

Sue_Baldwin_100x100Sue Baldwin

Head of 3rd Party Oversight, JP Morgan Chase

BlankHeadshotJon Deighton

Head of Global Efficiency and Strategy for UK Data Management, BNP Paribas Securities Services

BlankHeadshotPaul Kennedy

Director, Facultas

Tom Dalglish

IT Transformation - Senior Data & Integration Manager, HSBC

Sean Taylor

Executive Director, Canaccord Genuity Group

BlankHeadshotKevin Ayling

Senior Manager, Head of Data Quality Governance & Control, Royal Bank of Scotland

Garry Manser

Head of Data Governance, Visa

Peter_Warms-100x100Peter Warms

Manager of Fixed Income, Entity, Regulatory Content and Symbology, Bloomberg

Philippa_White-100x100Philippa White

Account Director, Bureau van Dijk

Philippe_Chambadal_100x100Philippe Chambadal

CEO, SmartStream

FionaGrierson-410472-100x100Fiona Grierson

Enterprise Data Strategy Manager, Clydesdale Bank

BlankHeadshotIan Shrubsole

Head of Data Governance, Invesco



Our Speakers Biographies

Hany_Choueiri_100x100-1Hany Choueiri

Chief Data Officer, Bank of England

With over 25 years of experience in data, Hany Choueiri joined the Bank of England as the Chief Data Officer in January 2015 and is leading the strategic ‘One Bank’ Data initiative. Between 2009 and 2014, Hany worked in a variety of roles at HSBC most recently as the GBM Chief Data Officer, Europe & Head of Data Quality Services. Prior to HSBC, Hany worked at Deutsche Bank, Clerical Medical and Ernst & Young where he managed a number of key client data, business intelligence, cash management and risk initiatives. Having been instrumental in pioneering one of the first Data Warehouses, Hany's career has been centered around data and its management. His passion for data is complemented by expertise in the use of process improvement, project & programme management methods such as Six-Sigma and PRINCE2 and their combined application to successful data transformations. A regular speaker in a number of data events and the Bank of England's representative at the LEI Regulatory Oversight Committee, Hany has also been involved in a large number of data centric industry initiatives such as KYC Utilities and the development of Data Maturity Models.

Mark_Davies_100x100Mark Davies

Managing Director, DTCC, and General Manager, Avox Data Services

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 Services, a DTCC subsidiary and specialist provider of legal entity data services to the finance industry. In addition to this, he has a secondary role as the Regional Administrative Manager for DTCC in the EMEA region and is director of a number of DTCC’s international companies.

 Formerly, Mr. Davies held senior roles at RBS, managing Group Risk data and Barclays Capital, leading the legal entity reference data team.

Jourik_de_Lange_100_x_100Jourik de Lange

Manager Data Analysis, SmartStream

Jourik de Lange, Manager Data Analysis at the Smartstream Reference Data Utility (RDU), has over 15 years of experience working with financial market data. In his current role he works to establish the data architecture and its implementing data strategy for the Utility which includes the design, development and maintenance of data models, guides, procedures and standards. Prior to joining the Smartstream RDU, Mr. de Lange worked as Data Architect at Asset Control. He holds an MSc in Economics and is EFFAS Financial Analyst certified (CEFA).

Steve Goldstein

Co-founder, Chairman and Chief Executive Officer, Alacra

Steven Goldstein is Co-founder, Chairman and Chief Executive Officer of Alacra. Formerly, Mr. Goldstein was Vice President of Strategic Planning for Knight-Ridder's Business Information Services division. In that role he was responsible for Knight-Ridder's acquisition of Technimetrics and its pre-IPO investment in Netscape Communications. Mr. Goldstein previously held a range of sales and marketing positions at Knight-Ridder's Business Information properties. Mr. Goldstein recently completed a three year term on the New York Federal Reserve President's Advisory Council on Small Business and Agriculture. Mr. Goldstein has a BS in English from SUNY Albany and an MBA in Finance from The Samuel Curtis Johnson Graduate School of Management at Cornell University. He resides in New York City.

FionaGrierson-410472-100x100Fiona Grierson

Enterprise Data Strategy Manager, Clydesdale Bank

Fiona Grierson leads the Data Strategy team within Enterprise Data Management for CYBG, the independent banking group incorporating Clydesdale & Yorkshire Bank brands. Fiona's focus is driving maturity of data management and governance practices within the organisation. Prior to joining the company as a Data Architect in 2013, Fiona led the Data Architecture practice at Standard Life Investments, where she gained over 15 years experience in data projects. Fiona recently graduated with MSc Data Science from University of Dundee.

Neville Homer

Head of RWA Reference Data, RWA & Regulatory Reporting, RBS

Neville Homer joined RBS Group in 2008 and has been managing Legal Entity Reference Data manager within the Global Finance Services Function since Jan 2012. His previous 15 years experience in data management functions has included managing Risk Reference Data also at RBS, prior to that 6 years working on the Central Counterparty Data Master at Barclays Capital.

Igor_Lobanov_100x100Igor Lobanov

Head of Systems Architecture, Legal & General Investment

Igor Lobanov is the Head of Systems Architecture at Legal & General Investment Management, one of Europe's largest institutional asset managers with more than £700bn assets under management. He is responsible for defining technology strategy and leading strategic technology change in the organisation. Igor has been taking an active role in the data management industry over the past years. Igor has 15 years of experience working in enterprise IT predominantly in financial services industry both in the UK and Russia, with background in developing high-throughput transaction processing systems. Igor is a member of International Association of IT Architects (IASA).

James_Lowry_100x100JR Lowry

Head of Global Exchange, EMEA, State Street

JR Lowry is the head of Europe, the Middle East, and Africa (EMEA) and Strategy for State Street Global Exchange, which is a global provider of data and analytics solutions for institutional investors. In this capacity, he is responsible for all of GX’s activities in EMEA as well as strategy, business development, and acquisitions and partnerships. Prior to taking this role, he was GX’s Chief Operating Officer. He is a regular speaker at industry conferences and has been interviewed by numerous media publications, including the Financial Times, The Wall Street Journal, Global Investor, Global Custodian, The Trade, and CNBC. Mr. Lowry has more than 25 years of professional experience across financial services and other industries. Prior to joining State Street in 2010, he held several roles with Fidelity Investments, including leading Fidelity’s corporate transformation effort and serving in several senior leadership roles in Employer Services (FESCo) and Personal and Workplace Investing (PWI). Before joining Fidelity, Mr. Lowry was a partner with the consulting firm McKinsey and Company. He began his career as an officer in the United States Air Force. He received a Bachelor of Science in engineering from Duke University, a Master of Science in electrical engineering from Northeastern University and a Master of Business Administration degree from Harvard Business School. Mr. Lowry is a member of the Board of Overseers for Boston’s Institute of Contemporary Arts and Citizen Schools’ Council of Champions. His prior community involvement includes serving as a Town Meeting member in Lexington, Massachusetts; serving on the Executive Committee of the Appalachian Mountain Club’s Boston Chapter; and volunteering as a youth basketball coach. He was also a long-time member of the Pratt School of Engineering Board of Visitors at Duke University.

Chris_Pim-100x100Chris Pim

Reference Data and Regulatory Transaction Reporting Strategy, RBS

Chris Pim is currently working in RBS Transaction Management & Operations, Reporting & Data Services Strategy & Optimisation. The team supports R&DS functions: Reference Data, Chief Data Office, Trade & Transaction Reporting, Data Quality, Client Lifecycle Management, and Financial Crime.

Chris's focus is on Client Lifecycle, CDO, Ref Data, and Regulatory reporting providing support around op model, SME knowledge, strategic plans (roadmaps, change) and vendor strategy.

Marc_Rubenfeld-100x100Marc Rubenfeld

Head of Eagle Solutions, EMEA/APAC, Eagle Investment Systems

Marc Rubenfeld has close to 20 years of experience in the financial services industry, with specific experience in middle and back office technology. As Head of Eagle Solutions, EMEA/APAC, he is a senior member of the Eagle leadership team who fuels long-term growth by focusing on business development in the EMEA and APAC regions. He is a thought leader who manages a global team that works closely with sales, marketing, product, services, and support to advance new and add-on business opportunities using the Eagle solution set. He drives innovation within Eagle by working with clients and prospects to turn business challenges and opportunities into technology solutions for the marketplace. Previously, Mr. Rubenfeld spent over 10 years on the product side of Eagle and was responsible for overseeing the performance measurement product development team. In this capacity, he managed a global team charged with software design and development functions, product support and quality assurance for the Eagle Performance suite of performance measurement, attribution, and GIPS® composite management solutions. Prior to joining Eagle in 2002, Mr. Rubenfeld was an analyst for a predecessor to JP Morgan Prime Services. In that role, he was responsible for business analysis, leveraging technology to provide insight into that business. Mr. Rubenfeld received his Bachelor of Science in Business Administration from the University of Vermont and holds a Certificate in Investment Performance Measurement from the CFA Institute.

Peter_Warms-100x100Peter Warms

Manager of Fixed Income, Entity, Regulatory Content and Symbology, Bloomberg

Peter is responsible for managing Bloomberg's global team efforts in regards to the content and data quality for fixed income, equity and regulatory data. Since 2010, he has also led the firm's efforts in bringing Open Symbology to the financial services industry. Seeing the need in the financial industry for a unifying symbology that could provide unique identification across the asset class silos, Peter championed the efforts within Bloomberg to offer a global solution as a public good and open data standard. 

Prior to his current role, Peter was responsible for overseeing business development for Bloomberg Data License, which combines the resources of the Bloomberg Professional Service - the world’s most trusted source of information, analytics, data and news - with end of day and intraday reference, pricing and corporate action data services. Peter joined Bloomberg in 1993 working in the Global Data division primarily focusing on Fixed Income. He has managed Mutual Funds and Corporate Actions functions, and held positions in Product Development and Content Management.

Philippa_White-100x100Philippa White

Account Director, Bureau van Dijk

Philippa White is Account Director at Bureau van Dijk. Philippa helps manage and develop BvD's key accounts in professional and financial services. Phillipa has extensive experience in compliance and on-boarding, and advises sales teams within BvD on solution development.