Last year we hit full occupancy – be sure to book your place now to avoid disappointment!
8am Registration and Networking over Coffee
8.50am Welcome & Scene-Setter
9am Morning Keynote - Approaches to Enterprise Data Governance
9.30am New Commercial Models for Enterprise & Reference Data Management
Emerging reference data managed services and utility offerings hold the promise of lower cost, regulatory future-proofing and streamlined operations. How real are they and how do we get from here to there?
10.15am Networking & Coffee Break - Sponsored by MJC Data Management Solutions
10.45am Enterprise Architectures for Robust Data Management
Business, Technology and Operations each has its own role within the overall data management approach. Each has its own impact on the cultural changes required to run a successful data management program and the underlying architecture to support it. What are the implications for the technology platform firms institute to meet their data management challenges?
11.30am The Data Management Challenges of KYC & Client On-Boarding
Know Your Client is driving firms to improve their client onboarding processes. As well as meeting regulatory requirements, they are finding the process is yielding operational and cost benefits. What are the data management challenges and the best approaches to solving them?
12.15pm Networking Lunch in Exhibits Area - Sponsored by Alacra
1.30pm Post-Lunch Keynote - Data Utilities in the Market Place: The Builders and The Architects
The many faces of reference data present an opportunity for compelling change. The competing pressures of outsourcing, offshoring, insourcing, commercialization and transformation all play key roles in determine a successful outcomes. Join our speaker for a thought-provoking treatment of “all things data” as he creates an enticing environment for fruitful debate and discussion.
He will be sure to include a lively treatment of: sourcing, accuracy, consolidation, segregation, lineage and entitlements and linking it all together.
Ludgate Suite: Panel
This panel will explore how architects can deploy state-of-the-art technologies like hardware acceleration and in-memory databases to meet the need for high-performance and faster analytics.
* Moderator: Andrew Delaney
* Richard Bell, Fixed Income eTrading Latency, Performance & Big Data, BNP Paribas
* Dr. Tony Chau, Executive Director, Lead Architect - IB CTO, UBS Investment Bank
* Stuart Grant, EMEA Business Development Manager - Financial Services, SAP
* Patrick Scateni, Vice President, Sales and Marketing, Ciara Technologies
Fleet Room: Roundtable
As part of its continuing thought leadership program, RIMES takes an active interest in the evolution of data management operating models. Gartner, the world's leading information technology research and advisory company, also monitors emerging trends in the finance industry and in recent work has challenged three universal assumptions that form the bedrock of established data management best practices:
RIMES has hosted a number of round-tables across the globe with Gartner to allow them to present the background underpinning this radical view. Please join us to gain insight on these topics.
* Steve Cheng, Global Head of Data Management Solutions, RIMES Technologies
Note that spaces are limited and an early registration is recommended: firstname.lastname@example.org
Ludgate Suite: Workshop
With just over a year to go to the BCBS 239 regulation deadline from the Basel Committee on Banking Supervision, there are lots of challenges banks face in order to strengthen their risk data aggregation capabilities and internal risk reporting practices. We'll discuss what BCBS 239 and its four pillars are; What the implications for risk data aggregation and risk reporting are; Whether data taxonomies and a data dictionary are now compulsory; Whether to plan for the set deadline of January 1, 2016 or to expect a delay; What you should be doing now in data management to prepare for BCBS 239.
* Moderator: Dennis Slattery, CEO, EDMWorks
* Mikael Sorboen, Head of Risk Systems, BNP Paribas
* Sally Hinds, Enterprise Data Practice Lead, Crossbridge
* Brian Sentance, CEO, Xenomorph
3.30pm Networking & Coffee Break - Sponsored by MJC Data Management Solutions
Ludgate Suite: Panel
How to manage your entity data especially to comply with regulations such as EMIR and Dodd-Frank has been one of the hottest topics in 2014. We'll discuss the realities of the Global LEI system (GLEIS) and whether it's really a solution to the entity data conundrum; best practices for entity identification and data management; and how best to manage entity data for EMIR and Dodd-Frank.
* Moderator: Sarah Underwood, Editor, Reference Data Review
* Tim Fox, Product Manager, Avox
* Stuart Harvey, CEO, Datactics
* Donald Roll, Managing Director - Europe, Alacra
Ludgate Suite: Workshop
Now back on track and hotly anticipated by data managers everywhere, Solvency II is so much more than a European insurer's regulation. Its risk reporting requirements have major data implications for asset managers and their custodians and asset servicers. We'll examine the data requirement, how you can prepare for it, and how meeting it may help you comply with the deluge of other incoming requirements.
* Moderator: Sarah Underwood, Editor, Reference Data Review
* Chris Johnson, Head of Product Management, Market Data Services, HSBC Securities Services
* Anthony Belcher, Director, EMEA Pricing and Reference Data, Interactive Data
* Darren Marsh, Senior Product Manager, SIX Financial Information
5.30pm A-Team Data Management Awards
6pm Networking Reception
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:
Then you should sponsor DMS!
As a sponsor you will reach representatives at buy- and sell-side institutions including heads of:
There are limited sponsorship/speaking opportunities available. Contact Caroline Statman for more information: +1-646-259-3522, email@example.com.
The Data Management Summit features high class and distinguished speakers from across the financial technology industry.
Fixed Income eTrading Latency, Performance & Big Data
Richard Bell has been the head of the performance improvement programme for BNP Paribas’ Fixed Income Electronic Trading for the last two years, having previously run the FX market access teams at BNPP and JP Morgan.
He has worked in Investment Banking for 15 years.
His specific focus is on pragmatic and targeted investment in performance-enhancing technology and is finding data to be the essential driver to making this work.
He has owned and been a user of big data and NoSQL platforms for much of his career - without necessarily realising it.
Director, EMEA Pricing and Reference Data
Anthony Belcher is Director, EMEA Pricing and Reference Data. He is responsible for leading the company’s pricing and reference data business in Europe, both operationally and commercially. Prior to this, Anthony’s roles included responsibility for the company’s EMEA valuation business, and leading the company’s non-US strategy.
Anthony joined the company in 2007 from the former Thomson Financial. Prior to this he was a management consultant with Accenture and worked in many different change projects across Europe.
Anthony’s work with both providers and users of financial information has given him a wide understanding of the financial markets and their participants. Anthony has a Bachelors degree in Chemistry from Sheffield University and a Masters degree in Business Administration from London Business School.
Rupert D.E. Brown
Executive Director and Trustee
The AIMREC Project
In the course of a 30 year career in The City Rupert has been at the forefront of step changes in enabling technologies and supporting methodologies across the whole of the Investment Banking application and infrastructure landscape.
His current focus is on creating more rigorous traceability and dynamic automation along the whole SDLC pipeline from Requirements through to Release and Change Management to mimic the techniques used in other engineering disciplines
He is also a noted Railway Modeller and administrator in the hobby as well as a keen support of Yorkshire Cricket.
Dr. Tony Chau
Executive Director, Lead Architect - IB CTO
UBS Investment Bank IT.
Tony is Executive Director and Lead Architect in the CTO Office at UBS, where he drives technology strategy in multiple areas important to UBS's trading and investment banking businesses across different asset classes globally. Prior to UBS, Tony spent 12 years with J P Morgan and was their Global Chief Architect for Credit, Rates and Global Emerging Market; Chief Business Technologist for EMEA Credit Markets and Chief Business Technologist for JPMorgan Equities EMEA. Tony also spent 2 years with NEON (New Era of Networks) as their European CTO and before that was Head of Equity Trading Group IT at Nomura International plc..
Tony received his Ph.D. in information engineering at The City University, London and a B.Sc. from University College London. He is a Fellow of the British Computer Society and a Chartered Engineer.
Global Head of Data Management Solutions
Steve Cheng is the Global Head of Data Management Solutions at RIMES Technologies. Steve has extensive experience in the financial information and software industry gained in a number of senior global product marketing and business strategy positions at Reuters, Datastream and DST Global Solutions. Steve’s focus is on a data management and buy-side software and services; ranging from historical financial information, investment management systems, data feed delivery and OTC derivatives trade processing.
Director & Founder
MJC Data Management Solutions
Matt brings over twenty years’ experience working in the Financial/Investment Management industry covering a vast array of roles from front to back office.
His back office operational experience is extensive in the areas of investment operations, including cash/custody monitoring and reconciliation, fund accounting, security pricing and NAV valuation and reconciliation as well as majoring on all aspects of reference and market data management
Matt also has in-depth knowledge of the trade capture and corporate action processes.
Matt’s buy-side front office operational experience includes cash management, asset allocation calculation instruction and execution of trades, on behalf of the fund managers.
As a compliment to his core operational experience, Matt also brings important large scale technology company, IT/Project consultancy experience within his own practice and after holding senior roles in the implementation of a critical transfer agency system, a fund accounting system and an enterprise data management platform for various global asset managers. Additionally, Matt has been involved in various client on-boarding projects for a large pension fund administrator and asset managers alike.
He has also focused on global strategic projects for an asset servicing organisation, where he led many major project initiatives within fund operations.
SVP Head of APTP Transformation: Financial Instrument Managed Services
Tom is the Senior Vice President and Programme Manager for UK post-trade processing and reference data services for SmartStream Technology Ltd.. With over 20 years of success in deploying global systems and infrastructures he is a recognized expert in reference and market data with a reputation for delivering quickly.
A passionate believer in building tightly-integrated teams, he describes himself as a well-rounded, hands-on computer scientist with a tenacious drive for deploying systems under challenging conditions. Tom previously ran enterprise reference data at Bear Stearns, J.P. Morgan and Merrill Lynch and UBS prior to joining the firm this year.
His interests include music, skiing, DIY and technical scuba diving. He recently renovated a 100-year old Arts and Crafts home in NJ and built a log cabin in the Adirondack Mountains. Having recently moved back to London with his family, Tom has been enjoying his return to Europe and currently working in Paris.
President & Chief Content Officer
Andrew Delaney is A-Team’s President & Chief Content Officer, based in London and New York. He has been involved in information gathering and dissemination around financial markets IT since 1987. He joined A-Team in 2002 to spearhead the company’s publishing activities and today runs A-Team’s range of content offerings across our online communities and for our clients.
Before joining A-Team, Andrew spent three years building a financial information distribution platform aimed at the off-trading-floor marketplace. Prior to that he spent 11 years at Waters Information Services in a variety of senior roles including editor-in-chief, senior vice president of global sales, and general manager of North American operations.
He also spent time with Banking Technology magazine in London and The Wall Street Journal in Brussels.
Andrew likes motorbikes, hockey, France and fishing, in no particular order.
Head of Product Management
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 Fenergo’s Client Advisory Boards and industry roundtables, as well as participating in industry regulatory forums. Prior to Fenergo, Joe spent four years as Project Manager for Lloyds Banking Group and three years previous working in banking operations for Bank of Scotland (Ireland) Limited. Joe holds a Master’s in Business Studies from University College Dublin, Smurfit School of Business, a postgraduate Diploma in Business Systems Analysis and Bachelor of Commerce degree from National University of Ireland.
Tim Fox joined Avox in 2013 in the role of Product Manager, responsible for Avox products and services world-wide. His role at Avox is very much driven by regulation, with an emphasis on assisting clients to meet their regulatory reporting obligations.
Formerly, he worked for Interactive Data Corporation as Product Marketing Manager in the Pricing & Reference Data Division, and latterly managing the business relationship with Avox.
Previously, Fox held a number of data-centric roles at Telekurs, now SIX Financial, including managing the UK Data Operations teams. Prior to this, he worked at the London Stock Exchange, running one of the Client Training teams.
Global Architecture Director
Colin is Global Architecture Director of Willis, the global insurance and re-insurance broker, responsible for all aspects of Enterprise Architecture across the group. He is driving work to agree the target-state architecture for Willis’ business processes, data, applications and common technologies and establishing governance to ensure that investment and change initiatives make progress towards that vision. He sponsors key initiatives to establish enterprise-wide reference and transactional data platform critical to Willis’ position as “the analytical broker”.
Prior to joining Willis, Colin was Head of Data Architecture for the Markets division of Royal Bank of Scotland where his achievements included the creation of a central reference repository of information about data in the organisation. He has held senior technology infrastructure, business application development and programme management positions in several major investment banks.
EMEA Business Development Manager - Financial Services
Stuart Grant has over 15 years experience within the Data, Analytics and Technology industry working in Product Management and Business Development to provide complex, Enterprise level data and analytics management solutions to buy-side and sell-side organisations for the support of business critical investment processes across Front and Middle Office Trading, Risk and Performance oriented business functions. Having previously worked at Thomson Reuters his focus is on enabling Capital Markets organisations to understand the opportunities that can be realised through adoption of SAP's advanced data and analytical solutions including IQ, RAP, Event Stream Processing and SAP HANA which facilitate advanced and continuous analytics and business processing of the ever increasing volumes of multi-frequency data that organisations have to deal with.
Bio to come.
Enterprise Data Practice Lead
Sally has over 25 years’ experience of enterprise data management working for financial institutions, consultancy firms and for major vendors. She is currently leading Crossbridge’s Enterprise Data Practice and has undertaken many successful assignments. These include helping clients to shape data strategy and enterprise architecture, benchmark reviews and market intelligence studies for firms on data utilities and enterprise data management providers. She was Global Head of Enterprise Data for HSBC for five years and held similar roles at both CSFB and UBS, as well as holding senior roles at both Thomson Reuters & Bloomberg.
She founded the Information Providers Users Group (IPUG) which now has over 70 active member firms and has substantially influenced the enterprise data environment over the last 25 years. She was recognised as one of the 25 inaugural members of the Inside Market Data Hall of Fame.
Head of Product Management, Market Data Services
HSBC Securities Services
Chris joined HSBC Securities Services in 2006 and is the Head of Product Management, Market Data Services. Chris was previously at Threadneedle Investments where he was Head of Investment Information Services. Before then he was a Director at UBS. Chris started work in the city with Laurie, Milbank stockbrokers, in their futures and options operations team, continuing with Chase Manhattan for a further ten years, culminating in three years as head of the equity derivatives middle office. He also headed OTC derivative client valuations at Bankers Trust. Chris is a chartered member of the Chartered Institute for Securities & Investment.
General Manager Data & Analytics
Bio to come.
Senior Product Manager
SIX Financial Information
Darren Marsh is a Senior Product Manager at SIX Financial Information and in this role is responsible for the development of SIX’s premium reference data service Valordata Feed (VDF) and related reference data products internationally.
Darren has over 20 years’ experience in the reference data industry, has held product development focused roles at several data vendor organizations including Bridge, Thomson and Interactive Data. Given his expertise and track record in successfully developing reference data solutions for insurance and financial industry regulations, Darren’s current role at SIX includes identifying and implementing several regulatory driven services - including Solvency II and LEI adoption for Dodd-Frank - that are designed to meet clients’ needs for compliance and risk management.
Director, Master Data Strategy & Change
Nigel has twenty years industry experience in business development and programme management, delivering solutions in reference data management, market data distribution, business integration, risk management and regulatory compliance. Nigel is currently Director, Master Data Strategy & Change at Barclays. The strategic change programme aims to provide timely and consistent data that is critical to support business operations such as client engagement, decision support, risk control and capital utilisation.
Global Head of KYC Managed Services
Anna has built the KYC Managed Services for Thomson Reuters and has transformed how the firm thinks about business innovation. KYC Managed Services operates like a start-up, with the business wisdom of a global financial information enterprise. The success is a result of a determined focus on client needs, financial institutions, their end-clients and regulators. This business is a natural outcome of Anna’s passion for and dedication to innovation, product development, and customer engagement during her 25 years in the financial service industry.
Anna started her career as a banker with Bank of America in San Francisco and Los Angeles holding positions in private banking, commercial real estate liquidation, and capital markets. She joined Thomson Reuters in the 1990’s, working in the Governance Risk and Compliance Division. She was brought in to merge their client business operations in EMEA, as a result of numerous acquisitions. She led the product management, marketing, and communications groups for a subsidiary of the Chicago Mercantile Exchange (CME). Prior to that, she was recruited by Markit to support a consortium of banks to launch BOAT, a MiFID based equity trade reporting solution.
Anna has been shortlisted for the Women in Business and Finance Achievement Award in London.
Director of Consulting
Nick Murphy is a director at IGATE within the Instrument Data Management Solutions division, responsible for consulting and client solutions. He has over 35 years’ experience within the investment banking industry in both the buy-side and sell-side. Previously, Nick held the position of Global Data Manager for several Tier 1 banks, including BZW, Chase and Commerzbank and asset managers ABN Amro, ING and JP Morgan with responsibility for providing clean data for the investment processes and initiating strategic solutions for data and data sourcing. He began his career as a bond trader before working as a currency analyst at BZW.
Bio to come.
Managing Director - Europe
Donald Roll is Managing Director - Europe at Alacra. Formerly, Mr. Roll was Managing Director, Europe for Knight-Ridder Financial/Bridge, where he led the international expansion of the real-time financial information supplier. Prior to his posting to London in 1990, Mr. Roll held a series of senior management positions with Knight-Ridder Financial's Americas organization.
Mr. Roll holds an Accounting Degree from Rider University and is a Certified Public Accountant.
Vice President, Sales and Marketing
Patrick is a Sales and Marketing executive familiar with challenges and goals achievement as well as creator of High Performance Computing (HPC) products. In 2009 he was nominated Vice President Sales and Marketing in charge for the revenue of all OEM Appliances, Datacenter and HPC products. His HPC systems creation includes products such as the VXRACK* Cluster, NEXXUS4000* Personal Cluster, FUSION1200 x86 SMP server, VXR-3DT* Commodity Supercomputer, one of the mind behind the CRAY CX1 Deskside Supercomputer and now CIARA latest and world’s fastest High Frequency Trading Server, the ORION HF. Before joining Ciara Technologies, Patrick spent 20 years in varied management positions, including Director of Direct Sales at GE Capital ITCS in France and Vice President at Maximum Throughput Storage Company. He holds technical certifications in a variety of Intel, IBM and Sun technologies. Patrick has been one of the founding members of the Intel Channel Board of Advisors and an active advisor from 2002 to 2010. Patrick earned a Master Degree in Computer Science from the University of Technology, Nice, France.
Brian is CEO of Xenomorph and one of the founder directors. Brian is responsible for setting and managing company strategy. He is keenly involved in gathering client needs within the field of analytics and data management in financial markets.
Prior to joining Xenomorph in 1995, Brian headed the pricing models development team in the equity derivatives group at JP Morgan, London. This role involved bridging the requirements of trading, quant and software development staff to deliver new financial products to market.
In 1993 Brian completed a PhD in interest rate risk optimisation at the Centre for Quantitative Finance, Imperial College, University of London. During this post-graduate study he was sponsored by British Telecom Group Treasury. Prior to this, Brian was sponsored by GEC Marconi during his M.Eng in Electronic Engineering.
Brian is married with two children. His interests include cycling, tennis and reading.
Dennis Slattery has been working in Data Management since 1990. He has held senior positions at project, programme and enterprise level and has successfully delivered data solutions for a wide variety of financial firms. He has seen how effective data management has delivered lower costs and greater flexibility to adapt to changing customer needs and regulatory requirements. He has devised a series of specialised financial data management courses to enable firms to manage data through the key disciplines of data strategy, architecture, design, development, testing, operations and governance. He is working with a consortium of leading global firms to implement financial data certification programmes to provide a development pathway for data professionals.
Head of Risk Systems
Mikael has been responsible for the support and development of the market and counterparty risk systems at BNP Paribas for the past 5 years, both of which feature Monte Carlo based internal models validated by the regulator for use in calculating regulatory capital. This common market and counterparty risk platform is underpinned by a large, shared data warehouse which brings great insights but also large challenges.
Prior to that Mikael was responsible for sponsorship and business analysis on the market risk side and had a four year stint working for a global risk analysis and reporting team which provided great insights into the structure of the business and the needs of both the risk management department and front office management.
Current challenges include keeping up with new regulation and trying to figure out where the future lies between risk, front office, compliance and collateral management systems.
Chief Executive Officer
Clarient Global LLC
Matthew P. Stauffer is Chief Executive Officer of Clarient Global LLC, a company founded by The Depository Trust & Clearing Corporation (DTCC) and six leading banks to help firms meet client data and documentation needs for internal on-boarding as well as comply with a broad range of regulatory requirements.
Prior to this position, Stauffer was Managing Director of Strategy and Business Development at DTCC and was responsible for developing common industry platforms across DTCC’s global middle office businesses. He was also head of DTCC’s Business Transformation Office, responsible for assessing and reengineering structures and processes to deliver greater business value. He remains a member of DTCC’s Operating Committee and Strategy & Planning Council.
Stauffer has over 15 years of financial services experience including strategy, business development, operations and technology.
Previously, he held other key roles at DTCC including, Managing Director, Operations; Vice President, Corporate Strategy and Director, Information Technology.
Prior to joining DTCC in 2004, Stauffer worked at Accenture in their Financial Services Transformation practice, dealing mainly in organizational transformation and business re-engineering.
He graduated from Cornell University with a Bachelor of Science degree in Organizational Communications.
Consultant, Data Management Services
Nick joined SmartStream in early 2013 as a Consultant in Data Management Services. He is responsible for developing the growth of SmartStream’s reference data utility offering. Prior to joining SmartStream, Nick worked for Asset Control, where he was instrumental in the design and sales of data management solutions aimed at buy side firms. He has also authored and co-authored several articles and papers on the data management industry.
Group Chief Data Organisation
Lorraine Waters was appointed HSBC Group Deputy Chief Data Officer in September 2013 and is currently responsible globally for Data Governance and for the HSBC Group Data Organisation in EMEA. Her recent background is as a consultant specialising in data management strategy and governance and before that she operated at a senior level in a number of roles, including as Global Head of Data at RBS Global Banking and Markets and previously Head of Market Reference Data at ABN Amro. Lorraine is an acknowledged thought-leader on data best practice, an accomplished speaker, and is involved with a number of industry bodies both within financial services and in the wider data community.
Global Head of Sales
Roy Williamson is the Global Head of Sales for Bloomberg Polarlake. Roy has extensive experience in the financial services solutions arena, working with financial institutions across globe in the last 20 years. In senior management roles with a number of financial services solution vendors, Roy has engaged with clients covering Investment Accounting, Trade Order Management, Enterprise Risk Management, Financial Crime Risk Management, Financial Control, Universal Banking and Enterprise Data Management.