Moving to the new world of data
New information for 2021 coming soon.

New York City

23rd September, 2021




Registration and Networking over Coffee


Chair’s opening address

Andrew Delaney, Chief Content Officer, A-Team Group


Practitioner Innovation Keynote: Data driven transformation

Hear from Peter Jackson who will share his experiences of transforming data related IT infrastructure and processes and will demonstrate how he has turned data into an asset, monetised data and commercialised it for revenue generating purposes.  Peter will share lessons learned and recommended best practices.

Peter Jackson, Director – Group Data Sciences, Legal & General


Chief Data Officer Panel: Moving to the new world of data

What are the breakthroughs required to move from a legacy organisation that has data to a modern organisation that is built on data and AI capabilities?  A huge shift is required in terms of mindset, training, expertise and some fundamental changes in data architecture and infrastructure.

  • Aligning data management, analytics and machine learning with business goals (KPIs)
  • Role/Approach of CDO Office in driving innovation; innovation vs. control
  • Aligning strategy with execution: transforming culture and talent
  • Reviewing current approaches to data architecture and suitability for AI and ML capabilities
  • Driving value from the data lake and moving to next generation lake and cloud
  • Responsibility and transparency in AI: embedding data ethics

Moderated by: John Bottega, Senior Advisor, EDM Council 
Julia Bardmesser, SVP, Head of Data, Architecture and Analytics, Voya Financial
David Wright,
Chief Data Officer – North America, Commerzbank
Brian Greenberg,
Director, Chief Data Office, Data Strategy Execution, BNY Mellon
Ken Brady,
Head of Data Strategy, Invesco


Keynote: 20/20 in 2020 – The intersection of data management and text analytics

  • Results from a survey of 25 large institutions will reveal key areas for technology investment in the next 12-18 months
  • Artificial Intelligence and Natural Language Processing are driving new efficiencies in concert with data management programs
  •  Practical walk through of how institutions are looking at the top use cases for using unstructured data

Tony Brownlee, President, Kingland 


Networking and Refreshment Break


Panel: Data lineage to drive compliance and as a business imperative

  • Business and regulatory drivers of data lineage
  • Data and data management challenges of data lineage
  • Best practice approaches to implementing and integrating data lineage
  • Moving from a manual to an automated approach
  • Business and operational benefits of successful data lineage  

Moderator: Andrew Delaney, Chief Content Officer, A-Team Group
Umair Uddin,
Director, Data Governance, UBS Asset Management
Daniel Bertha,
Director, Data Steward, Sumitomo Mitsui Banking Corporation
Stephen Veasey,
CEO, 3d innovations
Susan Laine,
VP Strategic Technologies, ASG Technologies
Harry Chopra,
Chief Client Officer, Axiom SL


Panel: Unlocking value – laying the foundations for smart analytics

  • Ensuring data quality levels
  • Engaging data producers and consumers in a governance framework to guarantee availability, consistency and ‘trusted’ data
  • Leveraging technologies such as ontologies, semantic layers and enterprise knowledge graphs to help the business search and access required data

Moderated by: Peter Kapur, Managing Partner, True North Data Consulting
Shailesh Mathankar,
Director, Data Management, AIG
Edgar Zalite,
Global Head of Metadata Management, Chief Data & Innovation Office, Deutsche Bank
Bhushan Bhangale,
Director – Head of Enterprise Data Quality Remediation & Analytics, BNP Paribas


Case study: The Practicalities of building an enterprise knowledge graph

  • Why data is more valuable when semantically connected
  • Successful implementation within a complex organisation
  • Building up maturity, one deliverable at a time

Edgar Zalite, Global Head of Metadata Management, Chief Data & Innovation Office, Deutsche Bank


Networking Lunch in Exhibition Area


Keynote: Data Management – why is it all so difficult?
Capital markets should be the ultimate virtual market, with digital products and electronic trading, but the reality is much more complex
– Why is it so difficult?
– What is it costing the industry?
– What can the industry do to improve?
– What can you do in the meantime?

Peter Moss, CEO, SmartStream RDU


Panel: Establishing trust – Navigating the maze of data privacy, security and personal data

  • Approaches to privacy regulation and current state of play – GDPR, CCPA
  • Best practices for managing privacy risk when leveraging data for business value
  • Ensuring strong governance, security, and control processes, across many different environments, for data privacy and records management

Moderated by: Matthew Bernstein, MC Bernstein Data
Tom Mavroudis,
Head of Data Governance & Quality, Scotiabank
James Howard,
Former Chief Data Officer and Chief Privacy Officer, Big Four Auditor
Anju Khurana,
Director and Head of Data Privacy & Data Protection (Americas), BNY Mellon
Kyle DeYoung,
Privacy Consultant, OneTrust


Panel: An update on global standards and identifiers to improve transparency and risk management

Review of how standards are evolving and challenges to ongoing development and deployment:

  • Industry developments
  • Progress around how standards are being used and linked together to improve transparency and risk management in the marketplace
  • Challenges and solutions of adopting standards 
  • Application of standards to add value beyond regulatory reporting

Moderated by: Robin Doyle, Managing Director, Office of Regulatory Affairs, JP Morgan Chase
Michelle Yinghua Zhou,
Deputy CDO – Finance, BNY Mellon
Dan Kuhnel,
Chairman, Association of National Numbering Agencies (ANNA)
Richard Robinson,
Industry Relations & Open Symbology Strategy Executive, Bloomberg
Scott Preiss,
Managing Director, Global Head of CUSIP Global Services, S&P Global Market Intelligence 


Networking and refreshment break


Panel: Managing unstructured data and extracting value

Unstructured data offers untapped potential but the platforms, tools and technologies to support it are nascent, often deployed for a specific problem with little reuse of common technologies from application to application.  What are the challenges managing and analysing this data and what are the considerations when making investments in this area?

  • Exploring unstructured data and its use cases
  • Challenges of integrating and analysing unstructured data; increasing use of machine learning in specific cases
  • Managing and enriching unstructured data, how to tag unstructured data and use cognitive search tools for analysis and  linking data from different sources
  • Business benefits of harnessing unstructured data

Moderated by: Gerry Mintz, Managing Partner, Percepta Partners LLC
Matt Good,
Chief Technology Evangelist, Kingland
Steve Grill,
Managing Director, Head of Legal Data Services, Research and Data Management, Formerly JP Morgan
Evan Schnidman,
President, Prattle, A Liquidnet Company
Gurraj Singh Sangha,
Global Head of Risk and Market Intelligence, State Street


Panel: Reviewing the regulatory landscape and optimizing the data management response

  • Impact of current and incoming regulations on data management processes: CAT, FRTB, CCAR, CECL; BCBS239; KYC/AML
  • Impact of Brexit on reporting
  • Taking a more holistic approach to regulatory compliance to minimise costs and effort
  • Understanding what the Regulators are looking for from a data perspective
  • Streamlining regulatory reporting by moving towards centralized data hubs and ‘data as a service’ platforms

Moderated by: Andrew Delaney, Chief Content Officer, A-Team Group
Arvind Joshi,
Director, Data Management, Scotiabank
Rick Aiere, Independent Regulatory Specialist – CCAR and AML
Linda Coffman,
Vice President, Product Management, SmartStream RDU
Nathan Wolaver, MD, Americas, Asset Control 


Networking & Drinks Reception

**Please note agenda subject to change**


“One of the more impressive events that I have been to due to the amount of people and the quality of people. A very well put together show!”

Steve Roe, CEO, West Highland