08.30 - 09.10

Registration and breakfast

09:10 - 09.20

Welcome remarks

Anthony Malakian, US Editor, WATERS and WATERSTECHNOLOGY

09.20 - 09.50

Morning Keynote Presentation: Open innovation - competitive advantage through collaboration

Jim Adams, Managing Director, Global Markets CTO, DEUTSCHE BANK

09.50 - 10.40

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, PINE RIVER CAPITAL MANAGEMENT
David N. Saul, Senior Vice President and Chief Scientist, STATE STREET
Mike McGovern
, Chief Information Officer (CIO) and Head of Systems, BROWN BROTHERS HARRIMAN
Uday Shankar, CIO, BNY MELLON WEALTH MANAGEMENT

10.40 - 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 - 11.20

Chairman's opening remarks:

Christopher Scott Mosé, Managing Director, BNY MELLON

11.20 - 12.10

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
Philippe Burke, Portfolio Manager, APACHE CAPITAL
Stu Taylor, CEO, ALGOMI

12.10 - 1.00

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
Bill Harts, CEO, MODERN MARKETS INITATIVE

1.00 - 2.00

Lunch break

2.00 - 2.30

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

Warren Reed, Data Scientist, OFFICE OF FINANCIAL RESEARCH, TREASURY DEPARTMENT

2.30 - 3.20

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

This panel will examine trends in FinTech, including the benefits and risks to be found in engaging external partners building innovative solutions in machine learning, blockchain, and big data analytics among others. It will seek to dive deeper on the best practices at large firms who are integrating and deploying these new techniques as much as it will consider what FinTech means to the future of the Financial Services industry

  • How can banks tap into the FinTech market?
  • How do large firms identify and prioritize emerging technologies and the start-ups that are building these solutions?
  • What are the some key learnings that drove successful partnerships between technology teams, the business and external development?
  • What does the rise of FinTech really mean to 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

3.20 - 3.50

Break and opportunity to network

STREAM 2 : TRADING STRATEGY AND OPERATIONS

11.10 - 11.20

Chairman's opening remarks:

Jean Hill, Managing Director, ALVAREZ & MARSAL

11.20 - 12.10

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
Luigi Mercone, Managing Director - Enterprise Engineering & Architecture, BANK OF NEW YORK MELLON
Joshua Walfish, Vice President, Head QA Environment Tools, Process and Control, DEUTSCHE BANK
Ted Pendleton, SVP Business Development Manager, ALPHAPOINT

12.10 - 1.00

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
Peter Keenan, CISO, LAZARD
Josh Stabiner, Managing Director, Chief Information Security Officer & Head of IT Infrastructure, PINE RIVER CAPITAL MANAGEMENT
Alexander Abramov, Head of Information Risk, Markets, MAJOR SELL SIDE FIRM
Jim Ducroiset, CISO, MARINER INVESTMENT GROUP

1.00 - 2.00

Lunch break

2.00 - 2.30

Presentation:This presentation has been cancelled. Delegates are welcome to move to stream 1 for the programming languages workshop.

2.30 - 3.20

Panel: Cloud optimization - addressing ways to improve the efficiency of your cloud usage to meet evolving business needs

  • 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

Moderator: Anthony Malakian, US Editor, WATERSTECHNOLOGY
Emmet Murphy, Mobile & Cloud Architecture, Group CIO, CREDIT SUISSE
Tod Mitchinson, Vice President, CISCO, NEW YORK LIFE INSURANCE COMPANY
Larry Verdi, Director of Databases Strategy and Planning for Cloud Infrastructure, TD BANK
Alex Fuss, Director of Enterprise Architecture, Office of the CTO, AXA FINANCIAL U.S
Louis Lovas, Director of Solutions, ONE MARKET DATA

3.20 - 3.50

Break and opportunity to network

3.50 -3.55

Winner of the Amazon Echo is announced

3.55 - 4.25

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

4.25 - 4.50

Presentation: The next era of AHA

Mark Palmer, SVP of Analytics, TIBCO

4.50 - 5.35

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
Host: Michael F. McGovern, Managing Director - Systems, Chief Information Officer (CIO), BROWN BROTHERS HARRIMAN

2. The FinTech ecosystem
Host: Sarah Biller, Fmr. Chief Operating Officer & Head of Innovation Ventures, STATE STREET

3. AI, machine learning and analytics
Host: Christopher Scott Mosé, Managing Director, BNY MELLON

4. Cyber security
Host: John Popolizio, Founding Principal, Chief Security and Risk Officer, RIVERDALE GROUP

5. MiFID II
Host: Raymond Hanson, Managing Director, CREDIT SUISSE

5.35 - 5.40

Chairperson's closing remarks

5.40

Cocktail Reception