Speakers

Speakers

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Beatriz Martin

UK CEO and Global COO

UBS Investment Bank

Beatriz Martin Jimenez, Global Chief Operating Officer, UBS Investment Bank and UK Chief Executive, UBS AG (London Branch and UBS Limited)

Beatriz has been the Global Chief Operating Officer for UBS Investment Bank since 2015. She also held the position of UK Chief Operating Officer from 2014 until 2018 when she was appointed UK Chief Executive for UBS AG London Branch and UBS Limited. Beatriz joined UBS in 2012 as the Chief of Staff to the CEO of the Investment Bank. Before joining UBS, she held positions at Morgan Stanley covering Solutions Sales and as Head of European Fixed Income Banks Solutions in Europe. Between 2004 and 2009 she was MD and Head of Iberia Fixed Income Sales. She is fluent in Spanish, German and English.  
 

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Patrick Maes

CTO Strategy and Architecture

Credit Suisse

Patrick is an executive with over 30 years of experience in banking, advanced technology, architecture and management consulting. Patrick is responsible for the CTO  Strategy and Architecture function within Credit Suisse. Before Credit Suisse, Patrick was Groups CTO and Head of Strategy & Planning for the COO division within Australia and New Zealand Banking Group (ANZ). He has worked with many companies across Europe, Asia, Australia and North America, including Bankers Trust, WIT Capital, Rabobank, AXA, IBM and HCL Technologies. Patrick has a Doctorandus degree in Applied Economics, Master in Financial Sciences  and a Postgraduate in Artificial Intelligence and Cognitive Sciences. He is an Enterprise Professor at the Engineering School of Melbourne University.

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Jiahao Sun

Lead AI Engineer

RBC Wealth Management

Recognised by the UK Home Office as an outstanding expert in Deep Learning and Artificial Intelligence field, Jiahao was entitled UK's Tier 1 (Exceptional Talent) visa, which allows him to work, study, or build startups freely in the UK after graduation.

In Jiahao's early career, he co-founded UiiTech Ltd., an Artificial Intelligence start-up aiming to reinvent digital marketing industry. He was also the Chief Data Scientist at TypeScore (a FinTech company focusing on credit scoring) before joining Royal Bank of Canada.

Jiahao holds an MSc in Computer Science from the University of Oxford and has a strong foundation in financial mathematics.

Jiahao is now the lead A.I. engineer of RBC WM's innovation lab, and is working on innovative A.I. and DL solutions for RBC Wealth Management's global business lines.

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Chris Johnson

Senior Product Manager, Market Data

HSBC SECURITIES SERVICES

Chris joined HSBC Securities Services in 2006 and is the Head of Product Management, Market Data Services. Chris was previously at Threadneedle Investments where he was Head of Investment Information Services. Before then he was a Director at UBS. Chris started work in the city with Laurie, Milbank stockbrokers, in their futures and options operations team, continuing with Chase Manhattan for a further ten years, culminating in three years as head of the equity derivatives middle office. He also headed OTC derivative client valuations at Bankers Trust. Chris is a member of the Chartered Institute for Securities & Investment

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Dr Tony Chau

Executive Director, Lead Architect - IB CTO

UBS Investment Bank

Tony is Executive Director and Lead Architect in the CTO Office at UBS, where he drives technology strategy in multiple areas important to UBS's trading and investment banking businesses across different asset classes globally. For the past 2 years, Tony was the Chief Architect to all UBS Investment Bank regulatory programs (MIFID 2, Brexit, FMIA etc.) having design a number of new cross asset applications/components for these programs.

Prior to UBS, Tony spent 12 years with J P Morgan and was their Global Chief Architect for Credit, Rates and Global Emerging Market; Chief Business Technologist for EMEA Credit Markets and Chief Business Technologist for JPMorgan Equities EMEA. Tony also spent 2 years with NEON (New Era of Networks) as their European CTO and before that was Head of Equity Trading Group IT at Nomura International plc..

Tony received his Ph.D. in Information Engineering at City, University of London and a B.Sc. from University College London. He is a Fellow of the British Computer Society and a Chartered Engineer.

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Charlotte Wood

Head of Innovation and Fintech Alliances

Schroders

Charlotte is the Head of Innovation and Fintech Alliances at Schroders, where she is globally responsible for the approach to innovation both in terms of building capabilities within the organisation, and also externally, looking to identify and work with startups relevant to Schroders' business priorities.

Since joining in September last year she has established a number of initiatives including Cobalt, Schroders' recently launched Startup In Residence programme.

Charlotte worked with companies across Financial Services in her previous role at a boutique consultancy firm, on a range of projects to develop their technology strategies, engage with the startup ecosystem and roll out new ways of working across their organisations.

She spent most of 2016 based in Silicon Valley, building a network of Venture Capital firms, accelerators / incubators and startups.

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Sophia Bantanidis

EMEA Head of Regulatory & Market Strategy

CITI

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Stewart Carmichael

CTO

Schroders

Stewart joined Schroders in March 2015 as Group Head of IT and in 2016 joined the Schroders Group Management Committee reporting to the CEO. Prior to joining Schroders, Stewart was Chief Technology Officer (CTO) for JP Morgan Corporate & Investment Bank in Asia from 2009 to 2014. From 1993 to 2008 Stewart held numerous senior leadership positions during a 16 year career at Merrill Lynch. These included CTO for Merrill Lynch Asia Pacific, Chief Administrative Officer of Merrill Lynch Global Services Pte Ltd and CTO for MLIM International. Stewart has lived in New York, Singapore, Hong Kong, and London where he is currently based. He is a keen squash player, skier and golfer and has a Bachelor of Science (with Honours) and an Honorary Doctorate from the of Hertfordshire. Stewart will be presenting at the keynote session where he talks about how Schroders is meeting the challenge with an enterprise-wide transformation of the way technology delivers value to the business. He explains how the entire business - not just IT - is being energised by a new operating model, a scaled agile approach and a culture of continuous innovation and improvement.

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Rob Scott

Head of Custody, Collateral & Clearing

COMMERZBANK AG

Rob has over 25 years’ experience in the running and acquisition of front-office businesses lines and in the commercialisation of global core operations of Investment banks, broker dealers and investor service business lines, including Bank of America, Cantor Fitzgerald/BGC, Citi and Deutsche Bank.

He was instrumental in the creation of the first major European outsourcing investment banking global back office whilst at Accenture (Accenture Post Trade Services). He has written and spoken on many topics surrounding the post-trading landscape and its implications to cost containment, transformation and inclusion of FinTech. He also helps advise clients with respect to regulatory understanding and compliance.

Rob currently sits on the Board of the AFME Post Trade division, is the Strategic advisor to the CEO of ISITC Europe and Deutsche Borse (Eurex) FICC Board Advisory Committee

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Naomi Clarke

Head of Data

Formerly GAM

Naomi Clarke has over 30 years experience in the financial sector, and has worked with executive boards and the senior management of many well-known names, including buy and sell-side organisations, asset servicers, insurers, a data vendor and a pension fund. She specialises in business and data strategy and designing and enhancing operating models, with particular emphasis on data, operational risk, governance and process redesign. Naomi has also established central data functions and has recently been acting as interim Head of Data (CDO) for an investment manager. She holds an MA from the University of Oxford.

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Angela Johnson

Global Programme Director, Anti-Financial Crime Analytics Technology

DEUTSCHE BANK

Angela is the Global Head of Anti Financial Crime (AFC) Analytics Technology at Deutsche Bank. She is responsible for delivering data and analytics tools to enable improved anti-financial crime tasks and processes in alignment with the banks AFC strategy and regulatory requirements.

Before joining Deutsche Bank, Angela worked as a Senior Manager at EY across APAC and EMEIA within the Financial Services Organisation focusing on Corporate Banking and Capital Markets transformation and advisory programmes. Angela started her career at IBM in Australia working as a developer, tester, designer and then business analyst and project manager.

Angela has an honours degree in Mechanical Engineering (Mechatronics / Robotics) and Computer Science from the University of Melbourne, Australia.

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Simon Lumsdon

Head of Technology

Hermes Investment Management

Simon joined Hermes in November 2015 to head up the technology team and brings extensive experience of asset management and banking technologies. Simon comes from BlueBay Asset Management, where he grew the technology base from small beginnings to that required for a large sophisticated fixed income house over a 10-year period. Previously, Simon was a Director at Credit Suisse, where he managed a large front office fixed income trading technology team during a nine-year tenure. Simon has a PhD in particle physics from Glasgow University.

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Joerg Guenther

Chief Information Officer C&IS and Chief Technology Officer EMEA

Northern Trust

Joerg Guenther has been the Chief Information Officer for Corporate and Institutional Services at Northern Trust since February 2018. He also serves as Chief Technology Officer EMEA, a role he took on in June 2016.

Joerg spent the first nine years of his career as developer, data modeler, project manager and IT manager with Zurich Cantonal Bank where he was promoted to Vice President. During three years in various executive consulting roles, he successfully managed large scale international projects for UBS, Credit Suisse, the Swiss Funds Association, as well as Zurich Financial Services.

In 2001 he moved to New York and joined KPMG Consulting as manager in the financial services division before he took a position with Julius Baer North America as Head of IT and later Chief Information Officer. In his 12-year tenure with Julius Baer (later known as Artio Global) he successfully transformed Information Technology and established close business alignment enabling all investment strategies from Fixed Income (High Yield, High Grade, Hedge Funds) to U.S. and International Equity to grow and diversify the product lineup as well as their distribution channels. Under Joerg’s technology leadership, the company was able to grow assets under management from 2 billion dollars to 75 billion dollars. Joerg played a key part in several mergers and acquisitions as well as the Initial Public Offering preceded by the establishment of the Sarbanes Oxley control framework for the public company.

Joerg joined Northern Trust in 2012, where he was initially responsible for Hedge Funds Services Technology, overseeing the Omnium platform and its related functions. He established a Centre of Excellence organization with a follow-the-sun rotation that entails staff across the globe. In 2014, Global Derivatives Technology was added to Joerg’s responsibilities. Joerg took over the role as Chief Technology Officer EMEA as of June 1, 2016 where he also was responsible for Global Fund Accounting and Transfer Agency Technology. During that time he drove transformation, innovation and business expansion and played a key role in the UBS Fund Administration acquisition as well as the launch of Northern Trust’s new Private Equity Blockchain offering. In February 2018, Joerg was appointed Chief Information Officer for our Corporate and Institutional Services business globally.

Born and raised in Switzerland, Joerg holds a Swiss Federal Certificate in IT Project Management and the equivalent of a Bachelor's Degree in Management Information Systems.

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Igor Lobanov

Head of Systems Architecture

LEGAL AND GENERAL

Igor Lobanov is the Head of Systems Architecture at Legal & General Investment Management, one of Europe's largest institutional asset managers with more than £900bn of assets under management. He is responsible for defining technology strategy and leading strategic technology innovation initiatives in the organisation. Igor has been taking an active role in the industry over the past years. Igor has 15 years of experience working in enterprise IT predominantly for financial services industry both in the UK and Russia, with background in developing high-throughput transaction processing systems.

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Abhijit Akerkar

Head of Applied Sciences Business Integration

Lloyds Banking Group

Abhijit is bringing machine intelligence to life at the Lloyds Banking Group. His focus is on combining machine and human intelligence with data to fundamentally change the way the Bank does business and create new opportunities for customers and colleagues. Additionally, he is setting up an Academy in the Lloyds Banking Group to democratise AI skills across 75,000+ employees to empower them to succeed in the data driven future. Also, Abhijit sits on the Expert Advisory Panel of All Party Parliamentary Committee on Artificial Intelligence.

Earlier, at McKinsey & Company, Abhijit engaged with leaders from large enterprises across Europe, Asia, and North America to help them take strategic and investment decisions, build new digital business models, and drive above-market growth. He led a venture with a leading digital corporation to develop analytical offerings for energy and investment sectors.

Previously, at HCL Technologies, Abhijit built and led tech-enabled businesses in Europe and Asia. He helped large corporations and governments embrace technology to improve performance. This included setting up technical support infrastructure with over 3,000 people for the UK-wide broadband launch by BT. 

An engineer by training, Abhijit has an MBA from London Business School with exchange at MIT Sloan.

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Dr Mariarosaria Taddeo

Research Fellow

Oxford University, Alan Turing Institute

Dr Mariarosaria Taddeo is Research Fellow at the Oxford Internet Institute, University of Oxford, where she is the Deputy Director of the Digital Ethics Lab, and is Faculty Fellow at the Alan Turing Institute. Her recent work focuses mainly on the ethical analysis of Artificial Intelligence, cyber security , cyber conflicts, and ethics of digital innovation. Her area of expertise is Philosophy and Ethics of Information, although she has worked on issues concerning Epistemology, Logic, and Philosophy of AI. She has been listed among the top 50 most inspiring Italian women working in AI in 2018. Dr Taddeo has been awarded The Simon Award for Outstanding Research in Computing and Philosophy. She also received the World Technology Award for Ethics acknowledging the originality and her research on the ethics of cyber conflicts, and the social impact of the work that she developed in this area. Since 2016, Taddeo serves as editor-in-chief of Minds & Machines (SpringerNature) and of Philosophical Studies Series (SpringerNature).

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Tom Wieczorek

Managing Director, Global Product Management

UnaVista, LSEG

Tom is in charge of product strategy for LSEG’s UnaVista post trade regulatory services, including MiFIR ARM and EMIR TR. Tom’s responsibilities include guiding the direction of UnaVista’s solutions and keeping LSEG post trade offerings at the forefront of regulatory, market and technology developments.

Prior to joining LSEG, Tom headed financial services solutions at NexJ, led workforce planning and business intelligence products at Workbrain Inc., and worked in Product Management and Business Development at Siebel Systems. Tom holds an engineering degree from University of Waterloo and an MBA from Queen's School of Business.

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Pinar Emirdag

Head of Digital Product Development and Innovation

STATE STREET

 

Pinar Emirdag joined State Street in January 2017. Pinar leads the digital product development and innovation team with the objective of enabling the next financial services generation by developing new products and services. Pinar has worked on a number of industry changing initiatives; building new marketplaces and capital markets offerings throughout her career at the London Stock Exchange, ICAP, Liquidnet, Citigroup, and Lava Trading - a successful financial technology firm which was acquired by Citigroup.

In recent years, Pinar has worked on emerging business models and technologies, such as peer to peer financial services. She has also worked on entrepreneurial initiatives as an executive, founder, advisor and board member. These include Clearmatics, R3, Hyperledger, Quantave, UK Digital Currency Association, Complymatic, Mathmoneyfx (now Symbiont) and Senahill Partners.Pinar Emirdag joined State Street in January 2017. Pinar leads the digital product development and innovation team with the objective of enabling the next financial services generation by developing new products and services. Pinar has worked on a number of industry changing initiatives; building new marketplaces and capital markets offerings throughout her career at the London Stock Exchange, ICAP, Liquidnet, Citigroup, and Lava Trading - a successful financial technology firm which was acquired by Citigroup.Pinar Emirdag joined State Street in January 2017. Pinar leads the digital product development and innovation team with the objective of enabling the next financial services generation by developing new products and services. Pinar has worked on a number of industry changing initiatives; building new marketplaces and capital markets offerings throughout her career at the London Stock Exchange, ICAP, Liquidnet, Citigroup, and Lava Trading - a successful financial technology firm which was acquired by Citigroup.

Pinar holds doctorate and master’s degrees in physics and a master’s degree in electrical engineering from Brown University. Pinar’s research field was development of new numerical techniques in theoretical particle physics. She continues to be involved in academic collaborations and regularly presents on regulation, technologies and market structures at events and conferences.

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Stephane Malrait

Managing Director and Global Head of e-commerce for Financial Markets

ING Bank

Stéphane Malrait is Managing Director and Global Head of E-Commerce for Financial Markets at ING Bank. Stéphane joined ING to lead the bank e-commerce initiatives across all financial market products and to develop on the financial market group's cross-asset ecommerce strategy. Before joining ING in May 2015, Stephane spent eight years at Société Générale, where he became the Global Head of FIC eCommerce, creating an eCommerce business covering credit, rates, money market, emerging market and FX. Prior to this, Stéphane worked at JPMorgan Chase for ten years, serving in different roles in Global FX E-Commerce Business Management and cross-asset eCommerce technology.

Stephane has a strong background in financial markets and understands the need for continued technological development to drive positive change in trading and market structure workflows. He is leading the ING Financial Market innovation strategy and also working on the implementation of financial regulations that will impact the clients trading activity and transform how the trading floor operates.

Stephane is also a board member for several eTrading market initiatives and associations. Since 2005 he has been active with the ACI Financial Market Association - an international non-profit organisation that represents the interests of market professionals in foreign exchange and money markets. Here, he has chaired the ACI FX committee and overseen the launch of the ACI Fixed Income committee, representing the views of professionals in these respective sectors. He is also an active member of the ECB FX contact group working on the BIS Global FX code of conduct.

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Dr. Christine Chow

Director

Hermes Investment Management

Dr Christine Chow has 22 years of experience in investment management, research and consulting. Christine’s PhD thesis on shareholder engagement for responsible investment was short-listed for a United Nations award in Sweden for industry relevance and academic excellence. 

Her interest in the social impact of artificial intelligence (AI) and data governance stems from insights gained engaging with large technology and financial services firms from an investors’ perspective. Over the last 24 months, more evidence has been gathered and reported on how political and religious views can be influenced through targeted advertising.  Computer algorithms that learn rely on massive input data to generate unbiased outcomes. She is concerned about data biases, accountability and explicability related to the use of AI. Whilst she acknowledged positive impact that could be generated from AI applications, she believes that investors should play a role in the responsible use of AI and data governance through stewardship.  As a member of the APPG AI Data Governance Taskforce, she will leverage her industry knowledge and contribute to strengthening data governance through multi-stakeholder efforts.

Christine is an elected member of the Court at the London School of Economics (LSE) and a member of the School’s Investment Sub-Committee (since 2016).  She was an adjunct finance professor at the Hong Kong University of Science and Technology (2014 – 2016), a visiting scholar at the University of St Andrews in Scotland (2012 – 2013) and a member of the Greater China Committee of the Hong Kong Retirement Funds Association (2014-2016). Christine is a graduate of the London School of Economics and the University of Melbourne. She completed an executive education course on financial engineering at Stanford University.

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Richard Herbert

Chief Information Officer, Global Banking and Markets

HSBC

Richard leads GBM Technology, a global function of IT professionals delivering sustainable solutions that balance business, cost, risk and regulatory demands, with growth and innovation. His key goal is to support the business aspirations of GBM through all aspects of technology delivery and support.

Richard joined HSBC in 2011 to advise on technology strategy. Richard’s ability to bring together and successfully lead diverse groups to deliver change programmes led to his appointment as CIO in 2015.

Richard has worked in the Wholesale and Investment Banking industry since the 1980's, living through many of the fundamental changes in the industry, including five mergers, Big Bang, Y2K, Euro and the 2007 Credit Crisis. During this time he has held numerous leadership roles at prominent institutions including Baring Brothers, Phillips and Drew, UBS, Bankers Trust, Deutsche Bank, Halifax, ABN and RBS.

Prior to joining HSBC, Richard was Deputy CIO for GBM at RBS where he executed a radical cost reduction programme and implemented a new global operating model. Before that he was CIO for Global Markets and Europe IT at ABN where he steered the IT function through the financial crisis and the largest ever banking merger when it was acquired by RBS.

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Chad Giussani

Head of Transaction Reporting Compliance

STANDARD CHARTERED BANK

Chad Giussani leads the Operations and Transaction Reporting Compliance team at Standard Chartered bank covering post-trade operations and global trade and transaction reporting obligations. He has been involved with regulatory trade and transaction reporting since 2006, covering MiFID, Dodd-Frank, EMIR and more recently many other G20 risk reporting and prudential jurisdictional requirements. Chad originally worked in the transaction reporting vendor area before moving into a leadership role within investment banking technology, then onto business change and more recently into compliance.

Chad represents Standard Chartered at the trade and transaction reporting industry working groups with various trade associations including ISDA, BBA and FIA on the emerging rules and regulations , chairs the GFXD Post Trade Regulations working group and is the former Chairman of the Regulations Business Unit at ISITC Europe