Data Management Summit (DMS) London

The DMS London 2015 Agenda

8am Registration and Networking over Coffee

8.30 Chair's Opening Address

8.45 Guest Speaker: Graham Smith, Chief Data Officer, Royal Bank of Scotland

Building a harmonised data strategy across your entire business: the challenge and long term value of standardised and seamless data representation.

9.15 Guest Speaker: JR Lowry, Head of Global Exchange, EMEA, State Street

Looking into the current and future role of data and data managers in a business - how to harness the power of data?

9.45 Panel: Debating and tackling the challenges and opportunities presented by different regulatory initiatives — preparing for 2016

• Hany Choueiri, Chief Data Officer, Bank of England
• Kostas Botopolous, Vice Chair, Board of Supervisors, ESMA
• Florian Van Megen, Senior Advisor, Regulatory Affairs, The Investment Association
• Chris Johnson, Senior Product Manager, Market Data Services, HSBC

10.30 Networking & Refreshment Break

11.00 Panel: Achieving seamless customer view across the enterprise — KYC, client profitability vs cost of serving the client

• Julia Sutton, Group Customer Data Management, HSBC
• Sue Baldwin, Head of Vendor Management, JP Morgan Chase
• Diarmuid O'Donovan, Chief Data Officer, Legal & General (pending confirmation)
• Steve Goldstein, Co-founder, Chairman and Chief Executive Officer, Alacra 
• Matt Stauffer, Chief Executive Officer, Clarient

11.40 Panel: BCBS 239 — Implementing a cost-effective risk aggregation strategy across the business: using regulation as opportunity

• Neville Homer, Head of RWA Reference Data, RWA & Regulatory Reporting, RBS
• Sophie Rutherford, Deputy Head of Risk & Control, Transaction Management Group, Royal Bank of Scotland (pending confirmation)
• Karthik Rajaraman, Head of Data Services and Standards - BCBS 239, Standard Chartered Bank
• John Randles, Chief Executive Officer, Bloomberg PolarLake

12.20 Data Governance Focus Panel: Developing and implementing an effective data governance strategy across the business — building on the value of data internally and with partners

• Lorraine Waters, Deputy Chief Data Officer, Global Head of Data Policy, HSBC
• Peter O'Keefe ACA, Programme Manager - Reference Data Programme, Technology & Change, Royal Bank of Scotland
• Dennis Slattery, CEO, EDMworks
• Garry Manser, VP Data Stewardship, Barclays
• Mark Davies, General Manager, Avox

13.00 Lunch, Networking, Roundtable Discussions & New Ideas Presentations

STREAM A – REGULATORY RESPONSE

STREAM B – TECHNOLOGY STRATEGY

14:00

Platinum Sponsor Keynote: Adam Devine, VP Product Marketing, WorkFusion

What’s does it mean to "digitize operational processes,” and what enterprise tech stack delivers it?

The rising pressure to reduce ops costs and comply with regulations has fertilized a new crop of solutions that all profess to deliver a "digital operation.” We’re awash with tech acronyms – BPM, DCM, ECM, RPA, SPA – but which are worth investing in, and how do they interoperate to deliver straight through processing? In this presentation, Adam Devine will offer an unbiased navigation through the digital operations tech landscape and present his vision of the optimal foundational technology for digitizing ops.

14:30

Developing a long-term governance strategy to achieve data harmonisation, meet internal customers’ needs and relieve regulatory pressure

• David Thomas, Global Head of Client Central Services, HSBC

Better architecture: how to get true value from data across the entire business on a daily basis

• Sam Modi, Global Operations Architect, Allianz Global Investors (invited)

15:00

Panel: Bringing true measurable value to the business through your data organisation — the future role of data and the data executive

• Using regulation as an opportunity to change your data strategy
• Ways of showing value of data to business - where is the bottom line?
• The cost of bad data — what’s the true price?
  
  
• Martin Mitchell, Chief Data Architect, M&G Investments 
• Tony Russell, Director, Commerzbank
• Garry Manser, VP Data Stewardship, Barclays
• Llew Nagle, Liquidity Data Management, Deutsche Bank

Panel: Data utility models — are we moving towards a shared-services model?

• Data utility governance — who runs the model?
• Different operational models — what’s your role?
• The value of mutualised services
• Can a not-for-profit shared-services model work in financial services?
  
  
• Catriona Baldwin, IB Reference Data Strategic Programmes, Credit Suisse
• David Cunningham, Control Officer, Asset Processing, Northern Trust
• Peter O'Hanlon, Data Management Change Lead, Lloyds Banking Group (pending confirmation)
• Adam Devine, VP Product Marketing, WorkFusion
• Philippe Chambadal, CEO, SmartStream

15:40 Afternoon Networking & Refreshments

STREAM A – REGULATORY RESPONSE

STREAM B – TECHNOLOGY STRATEGY

16:10

Guest Speaker: Tony Russell, Director, Commerzbank

Using holistic data analysis to achieve harmonisation and consistency in regulatory reporting and business operations.

Sponsored Presentation

16:40

Panel: Centralising customer data for KYC compliance and a better client experience

• David Thomas, Global Head of Client Central Services, HSBC
• Sean Taylor, Executive Director, Canaccord Genuity Group
• Paul Cullender, Head of Client Reference Data, Docs and On-Boarding Change & IT, RBS
• Joe Dunphy, VP Product Management, Fenergo
• Neil Farquhar, Compliance Product Manager, Bureau Van Dijk

Panel: Practical approaches to integrating standards and flexibility into your data architecture — achieving an optimal balance

• Igor Lobanov, Enterprise Architect, Legal & General IM
• Colin Gibson, Director, Architecture, Willis

17:15

Closing Guest Speaker: Michael Servaes, Chief Data Officer & Information Portfolio Manager, British Army

Looking at the changing role of data in an organisation - the British Army Experience

17:45 Networking & Drinks Reception

Our Speakers

Adam Devine

VP, Product Marketing, WorkFusion

David Thomas

Global Head of Client Central Services, HSBC

Hany Choueiri

Chief Data Officer, Bank of England

John Randles

Chief Executive Officer, Bloomberg PolarLake

Lorraine Waters

Deputy Chief Data Officer, Global Head of Data Policy, HSBC

Paul Cullender

Head of Client Reference Data, Docs and On-Boarding Change & IT, RBS

Sean Taylor

Executive Director, Canaccord Genuity Group

Neil Farquhar

Compliance Product Manager, Bureau Van Dijk

Gavin Kaimowitz

Data Management Practice Director, Business Consulting, Sapient

Colin Gibson

Global Architecture Director, Willis

Dennis Slattery

CEO, EDMWorks

Igor Lobanov

Enterprise Architect, Legal & General IM

Julia Sutton

Group Customer Data Management, HSBC

Martin Mitchell

Chief Data Architect, M&G Investments

Peter O'Keefe ACA

Programme Manager - Reference Data Programme, Technology & Change, Royal Bank of Scotland

Sue Baldwin

Head of Vendor Management, JP Morgan Chase

Mark Davies

General Manager,
Avox

David Cunningham

Control Officer, Asset Processing, Northern Trust

Diarmuid O'Donovan

Chief Data Officer, Legal & General

Joe Dunphy

VP Product Management, Fenergo

Llew Nagle

Liquidity Data Management, Deutsche Bank

Neville Homer

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

Philippe Chambadal

CEO, SmartStream

Steve Goldstein

Co-founder, Chairman and Chief Executive Officer, Alacra

Matt Stauffer

Chief Executive Officer, Clarient

Our Sponsors