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The leading knowledge platform for the financial technology industry

A-Team Insight Webinars Countdown:

Upcoming Webinar: Evolution of data management for the buy-side 2021

27 May 2021

Date: 27 May 2021
Time: 10:00am ET / 3:00pm London / 4:00pm CET
Duration: 50 minutes

The buy-side faced a barrage of regulation in 2020 and is now under pressure to make post-Brexit adjustments and complete LIBOR transition by the end of 2021. To ensure compliance and ease the burden of in-house data management, many firms turned to outsourcing and managed services.

But there is more to come, as buy-side firms look beyond compliance and evolve enterprise data management strategy to support digital transformation, migration to the cloud and streamlined front to back office processing, which can provide an agile operating model and ability to drive value out of data and consume increasingly important ESG data sets.

The webinar will cover:

  • Drivers of evolution including digital transformation and cloud migration
  • How to tackle challenges of change such as straight-through processing
  • Achievable approaches to innovation in buy-side data management
  • Supporting technology solutions and managed services
  • Business benefits of data management evolution


Carolyn Baker, Head of Data Management and Governance, Jupiter Asset Management

Edward Boag, Consultant – Target Operating Model Programme Oversight, NN Investment Partners

Linda Coffman, EVP Reference Data Utility, SmartStream

John Mason, Global Head Enterprise Middle and Back Office, Refinitiv

Moderator: Sarah Underwood, Editor,
A-Team Group

More about our speakers:

Carolyn Baker
Head of Data Management and Governance
Jupiter Asset Management

Carolyn has over 24 years’ experience in Financial Services having started at Datastream before progressing to F&C Asset Management, Aberdeen Asset Management, GAM Investments and more recently Jupiter Asset Management. She has developed global teams working to a single Data Management operating model but more recently been involved in using Data Management as a Service to augment the service provision to the business.

Linda Coffman
EVP Reference Data Utility

Linda Coffman is Executive Vice President, responsible for overseeing The SmartStream Reference Data Utility. She joined the reference data product management team in 2015 and was responsible for key initiatives across the listed derivative and regulatory services. With over 25 years of experience in the reference data industry, Linda has been a member of the reference data team at Morgan Stanley where she was instrumental in the creation of a fixed income security master and the onboarding of vendor data. Earlier in her career, she worked for an industry joint venture, responsible for managing a data operations and development team covering fixed income and securitised products.

Edward Boag
Consultant – Target Operating Model Programme Oversight
NN Investment Partners

Since 2017 when Edward left his role as Chief Data Officer of Amundi Pioneer he has held senior data consultancy roles at BNP Paribas Asset Management and more recently NN Investment Partners, drawing from his experiences to develop data culture and data management strategies at each new organisation.


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