08:30 - 09:00

Registration and breakfast

09:00 - 09:05

Welcome remarks

Anthony Malakian, US Editor, WATERS and WATERSTECHNOLOGY

09:15 - 09:35

Morning Keynote Presentation

Howard Boville, CTO, Technology Engineering & Operations, BANK OF AMERICA

09:35 - 10:20

Clevel roundtable: Technology and trading, a view from the top

As the markets have become increasingly complex and volatile-all in the face of new regulatory demands-heads of technology are having to blend innovative new tools with legacy platforms and processes. This round table of C-level executives will look at how they're addressing these demands as they guide their firms forward.

  • What is the biggest IT project you're undertaking for 2017?
  • Which regulations have proven to be the most time consuming? How have regulations such as FRTB and MiFID II impacted your IT budgets?
  • How are you leveraging 'regtech' to ease the regulatory burden?
  • Looking at innovative technologies, where do you see the most potential: blockchain, machine learning, big data analytics, or something else?

Moderator: Anthony Vigilante, Managing Director, Head of Global Information Technology, MACKAY SHIELDS
David Kelly, Partner, Co-Chief Operating Officer & Chief Information Officer, PINERIVER CAPITAL MANAGEMENT
Laura Hamilton, Managing Director, CIO Stress Testing, Risk, Legal and Compliance Americas, DEUTSCHE BANK
Uday Shankar, CIO, BNY MELLON WEALTH MANAGEMENT

10:20 - 10:35

Presentation slot: Open for sponsorship

10:35 - 11:10

Morning break and Knowledge Café

Grab a coffee and join a table of your choice in the exhibition area to share ideas and network with fellow industry professionals.

  1. Blockchain and distributed ledgers
  2. Incubators
  3. AI, machine learning and analytics
  4. Cyber security
  5. MiFID II

STREAM 1 : TRADING TECHNOLOGY

11:10 - 11:15

Chairman's opening remarks:

11:15-12:00

Panel: The rise of intelligent machines - leveraging analytic capabilities and big data to improve trading decisions

  • Examining the latest developments in machine learning
  • Applying AI to assist with processing large data - can human monitoring ever compete?
  • Harnessing big data analytics specifically for front-office trading systems - what are the key drivers?
  • What's next? Delivering a service that gets the right balance between machine and human
  • Will the latest surge of AI applications in the financial services fall short or will they truly transform the industry?

Moderator: Elliot Noma, Managing Director, GARRATT ASSET MANAGEMENT
Rohit Katti, CTO, NEW YORK LIFE INSURANCE COMPANY
Predrag Cvetkovski, Senior Vice President, Citibank N.A. Operations & Technology, Governance & Analytics, CITI
Henry Kravchenko, Head of Information Technology, MARSHALL WACE
Sonny Saksena, Principal, MAIHAR CAPITAL STATEGIES
Li Yang, Senior Vice President, Head of Credit Algorithmic Trading Technology and Core Services, CITI
Stu Taylor, CEO, ALGOMI

12:00-12:45

Panel: The HFT debate: Addressing the current landscape

  • What does the new HFT look like?
  • Rigged markets: Examining how have things changed since Flash Boys was published over two years ago
  • What regulations are most challenging to HFT?
  • Which regions are most ripe for HFT expansion?
  • Microwave technology, intelligent algorithms and fiber optics: what technology are you investing in to achieve ultra-low latency?

Moderator: Vishal Sood, Director - Electronic Trading Technology, CITIGROUP
Jean-Pascal Chauvet, CTO of Equities, DEUTSCHE BANK
Keyvan Azami, Head of Fixed Income and Equities Technology Americas, Global Head of FI Electronic Trading IT, HSBC (subject to final confirmation)
Bill Harts, CEO, MODERN MARKETS INITATIVE

12:45-13:45

Lunch break

13:45-14:15

Learning workshop: Addressing how programming languages (such as JULIA, R, Matlab and Pyth), can give you a competitive advantage with regards to trading

Keith Lubell, Chief Technology Officer, BERKERY, NOYES & CO

14:15-15:00

Panel: Addressing the key considerations around incubators and partnering with fintech firms

This panel will examine what is coming out of incubators; new techniques in machine learning, new blockchain usages, new big data analytics platforms, new research tool. What will the future innovative technologies look like?

  • Are you partnering with, or setting up your own fintech incubators? If so, what results have you seen so far?
  • What areas are you focusing on and which firms are you investing in and why?
  • Examining how incubators can allow banks to tap into the fintech market
  • The fintech revolution- examining what the rise of fintech really means for banking

Moderator: Sarah Biller, Fmr. Chief Operating Officer & Head of Innovation Ventures, STATE STREET
Bill Murphy, CTO, BLACKSTONE
Luis Valdich, Managing Director, Venture Capital Investing, CITI VENTURES
Matthew Joseph, Head of the Jersey City Innovation Center, BNY Mellon
Gerald Ledonne, Executive Director, UBS
Megan Brewer, Innovation, Group CIO Strategy & Architecture, CREDIT SUISSE

15:00-15:20

Break and opportunity to network

STREAM 2 : TRADING STRATEGY AND OPERATIONS

11:10 - 11:15

Chairman's opening remarks:

11:15-12:00

Panel: Innovating your IT infrastructure - keeping up with technological innovation

  • Best practices for moving away from a legacy infrastructure and towards a redesigned or entirely new architecture
  • How can you structure your firm's architecture to support future innovation and changes in technology?
  • What impact is the regulation Systems Compliance and Integrity (SCI) having on your infrastructure?
  • Addressing the benefits of API infrastructure - creating a more agile architecture to readily support new technology and business models
  • Build versus buy - what drives the decision, and how can you best manage a combination of both?
  • Addressing how the rise of fintech firms have changed the way in which you are approaching IT infrastructure innovation

Moderator: Rick Aiere, Enterprise Architect, AIG
Pierre-Alexandre Kahn, Trading Tools Analyst, SOCIETE GENERAL
Daniel J Callot, Solutions Architect, CREDIT SUISSE (subject to final confirmation)
Luigi Mercone, Managing Director - Enterprise Engineering & Architecture, BANK OF NEW YORK MELLON

12:00-12:45

Responding to cyber risk - safeguarding your infrastructure and putting cyber security at the top of your agenda

  • Getting ahead of cybercrime - what are the evolving threats and how can you prepare and protect your firm?
  • Knowledge is power: How can security personnel work better together to share (and gain) information and insights without risking their firm's integrity?
  • What measures are you putting into place to protect your infrastructure and which of these measures are voluntary/ obligatory?
  • As smart devices continue to develop, does IoT pose as one of the biggest cyber threats? How are you responding to this from an architectural standpoint?
  • Addressing regulators role in helping the financial services sector to implement stronger security measures

Moderator: John Popolizio, Founding Principal, Chief Security and Risk Officer, RIVERDALE GROUP
Anthony Johnson, Managing Director and Business Information Security Officer, JP MORGAN CHASE

12:45-13:45

Lunch break

13:35-14:15

Learning workshop: Addressing the challenges around adopting an Agile development framework in a mature organization

14:15-15:00

Panel: Data protection in the cloud: Simple and scalable... but is it secure?

  • Private v public cloud: Understanding the business risks and requirements
  • Evaluating which business functions or applications are suitable to move into the cloud - what are the next steps regarding efficiency, access and security with regards to cloud technology?
  • Are data privacy legislations keeping up with the speed of technology progress?
  • Implementing encryption best practices: how are you using encryption in the cloud and what are the advantages of using an encrypted cloud service?
  • Controlling identity and access management

3:003:20

Break and opportunity to network

3:20 -3.50

Afternoon Keynote Presentation

To be announced

3.50 - 4.20

Afternoon case study: State Street Dublin fund ontology proof of concept - an experiment in semantic data standards

David Saul, Senior Vice President and Chief Scientist at State Street Corporation, STATE STREET

16:20 - 17:15

Champagne roundtables: Bring your questions and leave with your answers!

Join a roundtable to take part in an informal discussion on your preferred topic over a glass of Champagne

1. Blockchain and distributed ledgers
2. Incubators
3. AI, machine learning and analytics
4. Cyber security
5. MiFID II

17:15 - 17:20

Chairperson's closing remarks

17:20 - 18:00

Cocktail Reception