About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Talking Reference Data with Andrew Delaney: It’s All About the People

Subscribe to our newsletter

Social media is a wonderful thing. It’s how I know that an industry friend is gallivanting around Australia. Or making an intriguing connection with another industry friend. Or has got a new job.

This week, LinkedIn yielded a couple of interesting snippets. As you’ll have seen, Kate Toumazi has moved to the new role of global head of risk and data services in Thomson Reuters’ Pricing and Reference Services leadership team within the company’s risk division. She was until recently global head of front office in the Enterprise Content leadership team.

Elsewhere, we hear the scintillating news that Brian Okupski has been managing director of managed services, a role he took on early in the year. Okupski, who in a previous life ran reference data at Bloomberg, was most recently head of reference data at Markit. In his new role, he’ll be building on Markit’s expanding portfolio of managed services, the most visible of which in our world is Markit EDM’s venture with iGate to provide managed reference data services.

Whether this is an expansion of the existing managed services ‘dream team’ of former Cadis CEO Dan Simpson and former UBS CIO Michele Trogni, remains to be seen. But it does point to the growing momentum for using shared services to drive operational efficiency, lower risk and improve service levels.

Needless to say, we’ll be looking at how mutualisation of effort through utility or other managed services models can help firms achieve their reference data cost and service goals at our Data Management Summit in New York on May 13, just a couple of weeks away.

Our 1pm panel Towards a Utility Model for Reference Data will explore whether a utility-based reference data model can deliver on its promise of greater functionality at lower cost. Joining our moderator, Sarah Underwood, will be IBM Global Business Services’ Christopher Rigg, SmartStream’s Joseph Turso, Bloomberg PolarLake’s Roy Williamson, and Euroclear’s Martijn Groot, co-author of our most recent survey and white paper on the topic, which is downloadable for free.

Bigger picture, though, it’s the people side of the business that makes our industry the dynamo that it is, which is why we’ve endeavoured to create a community feel at our industry events. I think we’ve succeeded in London, where DMS has become the place where reference data and data management people come to meet and exchange war stories. May 13 is our inaugural New York event, and judging by the lineup of talent speaking and on panels, I think it’s a great start to doing the same there.

Too bad I’ll miss the day.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Navigating a Complex World: Best Data Practices in Sanctions Screening

As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has never been higher and the penalties for doing so are harsh. Traditional sanctions screening...

BLOG

Data Management Summit London Sees Leaders Take on Critical Issues

A-Team Group’s 16th annual Data Management Summit London brought together data leaders from the world’s largest financial institutions to discuss the biggest data and technology issues and trends within their industry. Hundreds of delegates from all over the world gathered to hear the latest thoughts of practitioners in keynote addresses and panel discussions before breaking...

EVENT

ExchangeTech Summit London

A-Team Group, organisers of the TradingTech Summits, are pleased to announce the inaugural ExchangeTech Summit London on May 14th 2026. This dedicated forum brings together operators of exchanges, alternative execution venues and digital asset platforms with the ecosystem of vendors driving the future of matching engines, surveillance and market access.

GUIDE

Tackling the Data Management Challenges of FATCA

As the July 1, 2014 deadline for compliance with the Foreign Account Tax Compliance Act – or FATCA – approaches, financial institutions around the world are working to ensure their data management and operational systems will meet the requirements of the US legislation. This report discusses the requirements of FATCA and how the legislation is...