Data Management Summit (DMS) NYC May 2016

The Data Management Summit New York City is the North American event to be at for data management executives in financial technology.

Come and hear from our speakers:

David Luria, Vice-President, Data Intelligence Programs Global Business Solutions - Investments, T. Rowe Price
Chris Vickery, Managing Director, Chief Operations Officer, Americas, Global Head of Enterprise Data Management, Nomura
Julia Bardmesser, Head of Data Quality Management - Americas, Deutsche Bank
Jacqueline Hayes, Head of Data Operations, Wells Fargo Securities
John Fleming, Head of Enterprise Data Governance, BNY Mellon
Kevin Harris, Manager of Data Governance & Strategy, OppenheimerFunds
Marc Alvarez, Chief Data Officer, Mizuho
Joseph Sarubbi, SVP and Head of EDM Technology, BBH
Lowell Putnam, Co-founder and CEO, Quovo
Sandra Recca, Senior Manager, Analytics and Information Management Practice Deloitte Consulting
and more

And of course, it’s an excellent opportunity to network with your peers. Be sure to register today (free for financial institutions / $1,940 for vendors and consultants).

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The DMS New York City 2016 Agenda

8am Registration and Networking over Coffee

9.00 Chair’s Opening Address: Andrew Delaney, Chief Content Officer, A-Team Group

9.15 Keynote Presentation - David Luria, Vice-President, Data Intelligence Programs Global Business Solutions - Investments, T. Rowe Price - Un-Ready, Un-Willing and Un-Able: Why Most Data Projects Fail and How to Win Instead

9.45 Panel: Organising for Optimal Data Management

How do we best organise to effect true enterprise data management? Is data management an operational, IT or business function? How do decisions get made across lines of business to comply with major regulatory initiatives?

Andrew Delaney, Chief Content Officer, A-Team Group (Moderator)
Chris Vickery, Managing Director, Chief Operations Officer, Americas, Global Head of Enterprise Data Management, Nomura
Julia Bardmesser, Head of Data Quality Management - Americas, Deutsche Bank
Randall Gordon, Head of Data Governance, Moody's
Brian Sentance, CEO, Xenomorph

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

What are the ongoing hotspots of regulations data managers should be aware of? How are financial institutions adapting their response for 2016 and beyond? Have we moved past firefighting one regulation at a time or are we making progress towards a strategic response across the full regulatory landscape?

Dale Richards, Managing Director, Island 20 Ventures (Moderator)
John Fleming, Head of Enterprise Data Governance, BNY Mellon
Peter Warms, Manager of Fixed Income, Entity, Regulatory Content and Symbology, Bloomberg
Suresh Kandula, Director, Technology, Sapient Global Markets
Jeffrey T. Shortis, Co-Founder and CEO, Data3Sixty

11:15 Networking & Refreshment Break

11:45 Panel: Transformational Challenges: Adopting New Operational Models for Tactical and Strategic Data Management

Jon Ambos, Independent Consultant (Moderator)
Jacqueline Hayes, Head of Data Operations, Wells Fargo Securities
Edward Hawthorne, Partner, Element22
Tom Wise, Head of Enterprise Data Management, GMO

12:20 Panel: Data Quality: Achieving Accuracy, Completeness and Timeliness under Cost Pressures

How do you measure data quality and how good is good enough? How are financial institutions currently dealing with the challenge of ensuring data quality under cost and time pressures across a myriad of systems for multiple outputs ranging from regulatory compliance to risk to trading and more.

Predrag Dizdarevic, Partner, Element 22 (Moderator)
Kevin Harris, Manager of Data Governance & Strategy, OppenheimerFunds
Joseph Turso, Vice President, SmartStream
Stuart Harvey, CEO, Datactics
Ivar Eilertsen, Managing Director, Global Client Service, Sales and Marketing, Wilshire Analytics

13:00 Networking Lunch in Exhibition Area

14:00 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.

14:30 Panel: Emerging Technologies for Data Management - Do Fintech and Blockchain Have a Role?

The FinTech and Blockchain words have been buzzing recently. What do they mean for our world of data management? Are they a threat or an opportunity? How can we leverage the models and opportunities to improve or even change how we operate.

Adam Bryan, Independent Consultant (Moderator)
Marc Alvarez, Chief Data Officer, Mizuho
Joseph Sarubbi, SVP and Head of EDM Technology, BBH
Lowell Putnam, Co-founder and CEO, Quovo
Chris Betz, Consultant and Senior Advisor to EDM Council

15:10 Panel: KYC and Client On-Boarding: Best Practices for Optimal Performance

What best practices can financial institutions adopt to better manage their KYC processes and client onboarding? What workflows and technologies can be leveraged? How do you manage the underlying entity data to ensure the processes run smoothly and deliver optimal performance?

Andrew Delaney, Chief Content Officer, A-Team Group (Moderator)
Steve Goldstein, Co-founder, Chairman and Chief Executive Officer, Alacra
Matt Stauffer, Chief Executive Officer, DTCC Clarient
Bill Hauserman, Senior Director, Compliance Solutions, Bureau van Dijk
Alex Dixon, Enterprise Solutions - New Business Development, Bloomberg

15:50 Networking & Refreshment Break

16:20 Sponsored Keynote: Roger Fahy, Vice President and Chief Operating Officer, CUSIP Global Services (CGS) - The Power of Standards: Common Language, Uncommon Value

ISIN’s reaffirmation as the established international standard for cross-border trading
Benefits of a dedicated federation of data practitioners implementing standards for the benefit of the industry
New frontiers: asset class expansion and growth opportunities in alternative and non-traditional investments

16.50 Panel: Data Governance: A Reality Check - How to Implement

Many financial institutions have been putting in place data governance frameworks and charging senior managers with managing them. How much progress has been made in the industry beyond the planning phase? What has worked to date and what hasn’t? Are there tools and technologies we can use to help?

Dennis Slattery, CEO, EDMworks (Moderator)
Virginia Opacki, Director, BNY Mellon
Sandra Recca, Senior Manager, Analytics and Information Management Practice Deloitte Consulting
John Yelle, Executive Director, Enterprise Data Management, DTCC
Nick Taplin, Associate Director, Capgemini IDMS

17.30 Closing Keynote: Preetham Kamesh, Global Head of Data Managed Services, Capgemini

18:00 Networking & Drinks Reception

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].