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

A-Team Insight Webinars

Recorded Webinar: The Reference Data Utility: How and Why Goldman Sachs, JP Morgan Chase and Morgan Stanley are on board

7 June 2016

The topic of a utility model for reference data management is not new. But now we have a real world example in the form of the Reference Data Utility, based on SmartStream’s platform and backed by three founding partners: Goldman Sachs, JP Morgan Chase and Morgan Stanley.

Listen to this important webinar to hear first hand from the founding partners and SmartStream:

  • Why the founding banks bought into the model
  • How they got buy-in to the concept at their organizations
  • The operating model of a multi-tenanted utility
  • How it’s working in reality
  • What benefits the Reference Data Utility is bringing to their businesses
  • Practical steps to joining a data utility



Thomas Dunlap Global Head of Reference Data Operations
Goldman Sachs
Henry Cotrotsios Program Manager
JP Morgan Chase
Eric Suss
Philippe Chambadal President
Moderator: Sarah Underwood Editor
A-Team Group

More about our speakers:

Thomas Dunlap

Global Head of Reference Data Operations

Goldman Sachs

Tom is global head of Reference Data Operations and the Salt Lake City head of Operations Data Quality Management. He serves as cochair of the Pricing Consistency Governance Group and Operations Data Digitization Council, and is a member of the Federal Reporting Oversight Committee and Private Wealth Management Valuation Committee. Tom is co-sponsor of the Salt Lake City Veterans Network and a member of the Salt Lake City/Irving Operations Regional People Development Committee.

Previously, he was based in Hong Kong, where he was head of Asia Regulatory and Tax Operations from 2009 to 2011. Tom had regional oversight for the Asia Operations Risk Management, Asia Operations Project Services and Asia Operations Technology Strategy Groups. In 2008, he was head of Private Wealth Management International Operations. Prior to that, Tom managed various Private Wealth Management Operations functions while based in Salt Lake City from 2002 to 2007. He joined Goldman Sachs in 2000 within Investment Management Operations in New York and was named managing director in 2010.

Prior to joining the firm, Tom was a vice president in the Worldwide Securities Services Division at Citibank.

Tom serves on the Board of Directors of the Enterprise Data Management Council and the Guadalupe School. He is a member of the Financial Research Advisory Committee at the US Treasury Department’s Office of Financial Research.

Tom earned a BA in Economics from Columbia University.

Interested in hosting your own webinar? Get in touch