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Talking Reference Data with Andrew Delaney: DMS Fever

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It’s finally here….

Our Data Management Summit takes place in London next Tuesday, March 12. It’s taken a lot of begging, bribing and cajoling, but I think I can say that we’ve got the best possible line-up for the event. In short, for anyone in the reference / risk / enterprise and related technologies space, this is a must-attend.

Take a look for yourself here – the program reveals a day packed with insight from practitioners, from recent gamekeepers-turned-poachers, and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

If you haven’t registered already, it’s really your last chance so do so now here.

In case you missed it from a couple of weeks back, here’s a run-through of the day.

As you’d expect, we’ll be taking a look at some of the drivers of change that are impacting our marketplace. But we’ll also be drilling into hot topics like the LEI, emerging technologies, risk aggregation, valuations data optimisation and corporate actions automation. Moreover, our modular program means you can pick and choose your particular poison.

We’ve said that this year’s Data Management Summit will focus on financial institutions’ approaches to the challenge of gathering pertinent risk and performance data and analytics from their complex businesses in response to competitive pressures and heightened regulatory scrutiny. How better, then, than to kick off with an opening keynote on the Future of Data Management by Paolo Mittiga, domain partner for data management, at Wipro?

I’m personally very excited to get to hear Paolo speak again. I first caught him ‘live’, as it were, at a session in New York a couple of years ago. There, on a day when a visit by President Obama wrought havoc with the Midtown traffic, Paolo gave perhaps the most insightful case study presentation I’ve seen, offering those of us lucky enough to have made it through the gridlock a blow-by-blow account of Project Roma, a data integration initiative he had spearheaded at his then-employer, Credit Suisse.

Directly after Paolo’s presentation, we’ll take a look at the business and regulatory drivers impacting enterprise data management in a panel discussion. We’ve put together a diverse panel of experts for this introductory session.

Local market thought leaders Chris Johnson, of HSBC, and Matt Cox, of DenverPerry and most recently of BNY Mellon, will be joined by Joost Roelin, director of product management strategy, at Wolters Kluwer Financial Services, and by Harvard University’s John Taysom, a Reuters veteran perhaps best known for his work at the Greenhouse Fund.

The session will explore the impact of incoming regulations like Dodd Frank, Solvency II, FATCA and MiFID 2, and discuss how approaches like outsourcing and offshoring can help. All are themes that will be revisited in more depth throughout the day.

Jumping straight into one of our industry’s hottest topics, our next panel session will look at how practitioners can benefit from the new Legal Entity Identifier (LEI). The session is the latest in our program of Hot Topics for 2013 – we hosted a free webinar on LEI on February 27 and you can listen to a recording here.

The 10.30 DMS LEI debate kicks off with a scene-setting presentation from Con Crowley, associate director for information standards, at the US Treasury’s Office of Financial Research (OFR). We’re honoured to be joined by Con, and his presentation on why the LEI is an important development for our industry is a must-see for anyone connected with the LEI.

Con will be joining us for the subsequent panel discussion, which features HSBC’s Chris Johnson, Bloomberg’s Peter Warms and Stuart Harvey of Datactics, a data management specialist.

We’ll drill down further into technology issues around data management with our 11.15 panel on emerging technologies. In a scene-setter for the debate, Colin Gibson, head of data architecture for RBS’s markets and international banking segment, will argue that understanding data requires analysis, not archaeology, dovetailing well with the subsequent discussion of emerging technologies like Big Data, cloud and in-memory.

Joining him for that will be Rupert Brown, IB CTO lead architect, at UBS; Amir Halfon, chief technologist for financial services, at MarkLogic; and Richard Hastie, business development director, at Mellanox Technologies.

Rounding out the morning’s activities, we’ll welcome back Peter Warms, head of product development for global data and symbology for Bloomberg Data Solutions, who’ll deliver the pre-lunch keynote. Peter is one of the most eloquent of our industry’s market commentators, and I know he’ll deliver a suitable appetiser to keep the discussion going through the networking lunch.

To pack a suitable post-lunch punch, we’ve enlisted the help of Chris Bannocks, managing director and global head of reference data at Barclays, who’ll be picking up the offshoring theme in his keynote: Data Management – The Offshoring Option. Proof is in the pudding, as always, and as well as packing a punch, Chris will shortly packing his bags for Chennai, India, where he’ll be running Barclays’ offshore data management operation. He’ll be sharing his rationale for buying into the concept, and how he expects to deliver on his plans.

For those interested in this topic, Chris’s presentation will be immediately followed by an Innovative Workshop session hosted by Wipro. Jennifer Ippoliti, head of reference data practice, will use the session – Next Generation Outsourcing: Turning Burden to Benefit – to explore how firms can make use of offshore communities like India’s to optimise their data management operations.

After a short coffee break, Jennifer will hand the outsourcing baton to AIM Software, host of our 3.15 workshop, a managed services case study featuring Robert Hofstetter from Bank Sarasin, a major European bank that has implemented AIM’s GAIN EDM platform at the core of a client delivery platform.

Back in the main conference, Chris Bannocks’ keynote will be followed by a session on risk aggregation. I’m pleased we’ve been able to talk Sri Ganesan, of Risk Focus, into a providing a scene-setting introduction to this topic, one of my own personal favourites.

Sri will delve into the challenges and approaches to risk aggregation, drawing on lessons learned from his recent tenure at a major investment bank, where he was responsible for delivering a strategic platform to aggregate risk and P&L across their fixed income businesses. Joining Sri for a panel debate on the topic will be SAP’s Stuart Grant, a DSM stalwart, and a representative from risk and data management specialist First Derivatives.

Following the risk theme, the next session looks at Optimising Valuations Data Quality. We are delighted to welcome Anthony O’Connor, head of product management – OTC pricing and risk, at HSBC. He’ll be joined for our panel debate by Peter Jones, senior director for enterprise solutions at S&P Capital IQ, and by Cynthia Sachs, global head of product development for Bloomberg Valuation Service (BVAL).

Cynthia will continue the valuations data discussion in a workshop for qualifying practitioners immediately after the valuations panel. Her workshop will focus on metrics in valuations.

While the valuations community drill down into the vagaries of evaluated pricing mechanisms, the main session will turn its attention to corporate actions, surely an area ripe for automation and streamlining. Leading the debate will be BNY Mellon Asset Servicing’s Barry Adams, who’ll deliver a scene-setter on challenges and approaches to corporate actions automation.

Barry will be joined for a discussion of the issues by Bank Sarasin’s Hofstetter, and by Exchange Data International’s Kevin Brady.

I think you’ll agree that this year’s DMS presents some compelling reasons to attend for just about anyone involved in data management. We’d be thrilled to have you join us, and now is the time to register.

I look forward to seeing you all next week!

TO READ MORE BLOGS, DOWNLOAD THE PRESENTATION SLIDES, LISTEN TO THE SESSIONS, OR TAKE A LOOK AT THE PICTURES FROM OUR RECENT DATA MANAGEMENT SUMMIT EVENT IN LONDON, CLICK HERE.

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