Speakers 2018

Speakers 2018

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Cathy Bessant

Chief Operations and Technology Officer

Bank of America

Catherine P. Bessant is chief operations and technology officer at Bank of America, and is a member of the company’s executive management team. Since 2010, Bessant has led Global Technology and Operations (GT&O), delivering end-to-end technology and operating services across the company through nearly 95,000 employees and contractors in more than 35 countries.

Bessant has held a number of senior leadership roles for the company. She was president, Global Corporate Banking; president, Global Product Solutions and Global Treasury Services; chief marketing officer; president, Consumer Real Estate and Community Development Banking; national Small Business Segment executive; and president of the Florida market. She joined the bank as a corporate banker in 1982.

Bessant represents our employees on a number of important topics serving as executive sponsor for the company’s Lesbian, Gay, Bisexual and Transgender (LGBT) Pride executive board, the LGBT Ally program, and the Disability Advisory Council. She is one of OUTstanding’s top 10 Leading LGBT+ & Ally Executives.

Active in the community and region, Bessant received the 2018 Distinguished Service Award from the University of North Carolina at Charlotte. In addition, she was awarded the North Carolina Order of the Long Leaf Pine and was recognized by the Charlotte Business Journal with the Women in Business Lifetime Achievement Award. She chairs the North Tryon Vision Plan Advisory Committee.

Bessant recently led the formation of The Council on the Responsible Use of Artificial Intelligence (AI). Managed by the Harvard Kennedy School’s Belfer Center for Science and International Affairs, the council will convene the brightest minds from tech, business, academia and government.

Bessant serves on the board of directors of Zurich Insurance Group and the advisory board for the Ross School of Business at the University of Michigan. She is ranked No. 1 among the “25 Most Powerful Women in Banking” by American Banker. She also appears on Working Mother magazine’s “50 Most Powerful Working Moms” list of 2018.

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Don Callahan

Head of Operations & Technology

Citi

"Don Callahan is the Head of Operations & Technology for Citi. Mr. Callahan's responsibilities include management of global Operations & Technology, as well as Chair of the Chief Infrastructure Office, which sets global standards for all technology throughout Citi. He also leads Citi's Data Management program, which enables the aggregation, storage and utilization of Citi's data to drive revenue growth, manage businesses and enhance the client experience.

Mr. Callahan is chair of the Digital Governance Office, which drives Citi's digital strategic initiatives. He is also responsible for General Business Services, which includes driving increased productivity by consolidating common functions in to Citi Shared Services. General Business Services also includes managing Citi's real estate globally. Mr. Callahan joined Citi in October 2007 and is a member of Citi's Operating Committee.

Mr. Callahan began his career at International Business Machines where he held a series of positions in technology development and strategic planning, including the Director of Strategy for IBM Japan.

In 1993, Mr. Callahan joined Morgan Stanley in the equity division focused on client technology before becoming Head of Business Management. In 2006, he joined the senior management team at Credit Suisse working in New York and Zurich with responsibility for driving client level profitability.

He serves on the boards of the American Red Cross of Greater New York and Manhattanville College. Mr. Callahan is also a member of the Business Committee of Metropolitan Museum of Art and is a Fellow at the Foreign Policy Association"

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Ellen (Robinson) Gentile

Assistant Vice President, Data Quality Manager & Data Steward

SUMITOMO MITSUI

Ellen Gentile, Assistant Vice President

Information Control Department, Americas Division

Ellen Gentile is the data quality manager for the SMBC Americas Division of Sumitomo Mitsui Banking Corporation. Ellen has over 20 years of experience in the financial services sector and has worked in various capacities for companies such as Cowan & Company, Morgan Stanley, Bank of America, Banc of America Securities and Pershing, LLC. As SMBC's data quality manager, Ellen works assiduously to establish and implement all facets of a comprehensive data quality program at the SMBC Americas division.

Prior to managing SMBC's data quality, Ellen championed the use of qualified data as a core enterprise resource supporting decision makers. To best deliver and monitor quality of service and information, Ellen established and set enterprise standards through operational quality scorecard products at Pershing, LLC. The quality based products she managed provided the much needed insight and transparency clients require to manage and grow their businesses.

 

 

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David Rukshin

Chief Technology Officer

WORLDQUANT

Mr. Rukshin is the Chief Technology Officer. Mr. Rukshin is responsible for the Firm's technology infrastructure, and for the operations function. From 1998-2014, Mr. Rukshin worked at D. E. Shaw group, a global investment and technology development firm with more than 1,000 employees. Most recently, Mr. Rukshin led a global team responsible for building a global technology infrastructure platform for quantitative trading businesses. From 2007 until 2011, Mr. Rukshin was global head of D. E. Shaw group's IT infrastructure engineering and operations. He held a variety of management and technical roles with D. E. Shaw group's IT organization from 1998-2007. Before coming to D. E. Shaw group, Mr. Rukshin worked at Chase Manhattan Bank supporting Equities, FX, and Fixed Income trading desks. Mr. Rukshin started his career in 1996 as a systems programmer at AT&T Labs Research. Mr. Rukshin holds M.S. in Technology Management from Columbia University, and B.S. in Management Science and Information Systems from Rutgers University.

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Sarah Biller

Founder & CEO

FINTECH SANDBOX


Sarah Biller is very active in the FinTech community. Sarah is the co-Founder of the FinTech Sandbox and currently sits on its Board of Directors. She is also an Entrepreneur, Advisor, Investor and teaches a graduate level course on the evolution of Financial Technology at Brandeis University.

Sarah was also most recently the Head of Innovation Ventures at State Street Bank's Global Exchange division and its Chief Operating Officer for Innovation. Prior to joining State Street, Sarah has been a Principal in the launch of several successful venture-backed start-ups in the FinTech and Life Sciences sectors. Most recently she was the Co-Founder and President of Capital Market Exchange (CMX), a venture-backed predictive analytics platform utilizing investor sentiment to help bond investors anticipate near-term changes in spreads.

Sarah has also held roles at Fidelity Investments; worked on MCI's corporate venture team; and launched and led research divisions for Fortune 500 CFO's and treasurers at the Corporate Executive Board. Ms. Biller studied Finance at West Virginia University and George Washington University.

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Jonathan Carroll

MD Enterprise Risk IT, Technology and Operations

BMO

Jonathan Carroll is the Managing Director, Enterprise Risk IT within Technology and Operations at BMO. In this capacity, he is responsible for leading all aspects of the planning, development, and implementation of risk infrastructure to ensure that the risk data and systems infrastructure in place for Enterprise Risk & Portfolio Management (ERPM) are consistent with best practices. He has recently moved to T&O from his previous role of Managing Director, Infrastructure, Market Risk and Risk Capital/Stress Testing within ERPM. Jonathan has worked in Risk Management since 2002 and has established and led the implementation of processes, systems and infrastructure to support Market, Credit and Liquidity Risk Management globally. His work in Risk Management has supported the entire spectrum of the analytical lifecycle from inception to model development, vetting, implementation and on-going performance monitoring and management. Prior to working in Risk Management within Financial Services, his previous jobs include various positions in creating data-driven/knowledge based solutions for Intel and Hatch Associates, a global engineering firm. Jonathan holds a BSc in Mechanical Engineering.

 

 

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Raymond Hanson

Managing Director, Global Technology Lead for the Financial Regulation (FinReg) Program

CREDIT SUISSE

Raymond Hanson is a Managing Director of Credit Suisse in the Global Markets division, based in New York. He is the global technology lead for the Financial Regulation (FinReg) Program, responsible for the technology delivery of regulatory driven change across multiple regions, jurisdictions, and asset classes. Ray is also a member of the DTCC DerivServ Technology Advisory Council.

Prior to this role, Raymond held a variety of front office technology roles at Credit Suisse in both New York and Tokyo, primarily focused on Fixed Income Trading across cash and derivatives markets. In addition, he has served in a number of regional IT management roles, including Head of Tokyo IT. Raymond received a bachelor's degree magna cum laude from the University of Rochester.

 

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William (Bill) Murphy

Chief Technology Office

THE BLACKSTONE GROUP

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Victor Tewari

Senior Technology Officer, CM Institutional & Corp Banking Technology

BMO FINANCIAL GROUP

Victor currently serves as a Senior Technology officer at the Bank Of Montreal (BMO). Servicing Global Capital Markets & Client Services Divisions; Victor and his team have accomplished the following since June of 2014:

• Implemented the global Client LifeCycle Management platform (Fenergo) for Capital Markets;
• Standardized customer data capture, enhanced regulatory and compliance controls and visibility over the Client On-Boarding process for North America & Europe.
• Reporting / reconciliation to support a broad range of regulatory processes (Volcker, IIROC, FATCA, DFA, CTR, etc.)
• Digitized the Legal Agreements Platform for Capital Markets
• Established eSignature solution for all of Compliance, Legal and Client Onboarding platforms.

Victor's recent focus has now shifted and he's become the Lead Solutions Architect and Supplier Manager for the firms' Capital Markets Client Data Strategy Program. The effort is targeted to complete in Oct '17.
The effort will merge various federated client customer "golden" sources onto one centralized platform, with the aim to "match & merge" customer information with trade detail and credit risk information. The effort will also provide greater line of sight to counterparty hierarchy, credit risk exposure, reduce operational risk & produce greater operating efficiencies of core client information. The bottom line business results will produce a vehicle where we can increase revenue generation through up-sell and cross-sell opportunities with clients.

In addition to the Client Data Strategy focus; Victor is also exploring and designing a CM "Big Data" Data Science solution. Various business use cases revolving around Data Discovery and Data Analytics has driven needs to implement the correct Hadoop/Big Data ecosystem model. The model needs to fully leverage or existing enterprise "Big Data" architecture but also help address current gaps. The main focus in this effort is to address scalable, "time to market" and performance while keeping "Total Cost of Ownership" at the lowest point possible.

Victor has a Computer Science & Math degree from the College of New Jersey; He possesses a PMP certification and also has obtained continued learning certificates from Columbia University and New York University.

Prior to BMO; Victor's career has provided the following experiences:

• Nomura Securities (2009-2014) - Regional Head of US Client Reference Data Technology - Vice President
• CIBC World Markets (1999-2009) -Regional Head of US Global Operations Web Technologies - Director
• Mellon Bank - (1997 - 1999)Technology Head
• Moore Capital Management (1997 - 1997) - Trade Floor Technology Lead
• PaineWebber/UBS - (1994 1997) Financial Technology Specialist

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Anthony G. Vigilante

Managing Director - Head of Global Information Technology & Information Security

MACKAY SHIELDS

Anthony is a Managing Director and head of the Global Information Technology group at MacKay Shields. He graduated from New York University with a BS in Information Systems Management and from Fordham University with an MS in Computer Science. Anthony also holds an Advanced Certificate in Financial Econometrics and Data Analysis from the Graduate School of Arts & Sciences at Fordham University. He regularly speaks at various technology conferences and enjoys volunteering his time with the Computer Science program at Fordham University. He joined MacKay Shields in 1999 and has been in the industry since 1994.

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Julia Bardmesser

SVP, Head of Data, Architecture and Analytics

VOYA FINANCIAL

Julia Bardmesser has recently joined Voya as Senior Vice President, Head of Data, Architecture and Analytics. In her role Julia is leading the transformation of Voya's enterprise data, architecture and analytics operating model to enable contemporary practices and robust discipline. 

Prior to joining Voya Julia was a Global Head of Data Integration at Deutsche Bank, where she led the implementation of global metadata management platform that enabled data lineage and robust front to back data quality measurement. 

Julia has over twenty years of experience in data management, data governance, data architecture and cross-platform solution delivery in the financial industry. She also worked at Citi, FINRA, Freddie Mac, Thomson Financial Services, Bear Stearns and Bloomberg L.P.

Julia has a Master of Arts degree in Economics from the New York University.  

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Robert Huntsman

Senior Director of Strategy and Research - Emerging Technologies and Head of Data Science Practice

SYNECHRON

Robert Huntsman, CFA is Senior Director of Strategy and Research - Emerging Technologies and Head of Data Science Practice at Synechron, based out of New York. He brings to the company over eighteen years of experience leading the design, development and commercialization of advanced technologies for the world's leading financial institutions. Clients and his delivery team benefits from a proven track record of driving double digit revenue and profit growth and building and leading successful organizations as well as his deep expertise in machine learning, artificial intelligence, data science, analytics and finance. Robert is able to combine strong quantitative, critical thinking and analytical skills with excellent communication and interpersonal skills to develop and market new products and technologies; establish new and grow existing client relationships; build complex AI, machine learning and advanced analytics platforms; and lead organizations. While at Synechron, he has been instrumental in R&D related to Synechron’s AI Accelerators drawing on experience across Machine Learning, Data Science, Financial Modeling, and Programming (Python, SQL, R, Spark, Visual Basic) to deliver industry leading innovation. Additionally, he draws on prior experiences at firms including Morgan Stanley, FTSE Russell, and Progressive Insurance; certifications as a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM); and a bachelor’s degree from Stanford University and MBA from UCLA Anderson School of Management. 
https://www.linkedin.com/in/roberthuntsman/
 

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Maryse Gordon

Senior Pre-Sales and Business Development Manager

UnaVista, LSEG

Maryse has worked with financial software for 10  years and gained a wealth of knowledge and experience ranging from product development and support, to product management and Pre Sales. Staring her career at Hewlett Packard and progressing onto Logica, Maryse now represents UnaVista as a Senior Pre-Sales and Business Development Manager covering the Regulatory Compliance, Risk and Controls, and Data Solution offerings. Alongside being responsible for driving revenues across the US, leading market, industry and product research around regulatory compliance, Maryse actively contributes to the growth of the business, providing thought leadership and ensuring solutions are inline with industry appetite.

 

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Howard Bush

Principal, Banking & Capital Markets Lead

MICROSOFT

Howard Bush is a Principal, Banking & Capital Markets Lead on the Azure Cloud + AI Industry Experiences team at Microsoft.  Howard is a 25+ year banker, wrapped in IT clothing, building bridges to cloud adoption. As a practitioner of the "Art of the Possible" at Microsoft, he has established a successful career by being curious and wanting to transform an entire industry at the speed innovation. Howard has demonstrated his leadership prowess within the four walls of companies like Bank of America, National City Bank, First Union National Bank, KeyBank, Edward Jones Investments, and Bankers Trust.  He has extensive banking experience focused on Operations, Sales, Commercial Lending, Human Resources and Technology - implementing very large, complex banking systems across Branch and ATM networks, Call Centers, and Data Operations. His last 7 years at Microsoft have been spent as a Managing Architect of Enterprise Strategy, Southeast District Consulting Services Manager, and Global Business Program Manager on the Worldwide Industry Solutions team building digital solutions and offerings for banking, capital markets and insurance. Want to connect with Howard and learn more? Follow him on Twitter and Linkedin.

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Koley Corte

Global Head of Business Transformation

ALLIANCE BERNSTEIN

A senior executive focused on leveraging data and digital to drive strategic change, Koley Corte is currently Senior Vice President and Global Head of Business Transformation at AllianceBernstein focused on developing transformative growth strategies for next generation institutional and retail distribution.  Koley’s areas of current focus include sales enablement, demand generation, robotics and automation, predictive analytics and new channel development. 

Prior to joining AB, Koley was at Reed Elsevier (RELX) where she served as Senior Vice President and Head of Digital, Innovation and Customer Acquisition Strategies, Americas Region for Reed Exhibitions (RX).  Other leadership roles Koley has held include Vice President, Head of Market & Competitive Strategy and Integrated Campaign Management at TIAA, where she led teams responsible for developing the environmental backdrop with insights and implications for revenue growth and diversification strategies, the rebrand and large-scale external communication initiatives, including complex product redesigns.  Previously, Koley held progressive leadership roles at American International Group (AIG).  

Koley received her MBA with distinction from the Leonard N. Stern School of Business at New York University, with a concentration in Finance, Management, and International Business, and her B.A. cum laude in Economics and Psychology from Brandeis.

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David Saul

SVP and Chief Scientist

STATE STREET

David Saul is Senior Vice President and Chief Scientist at State Street Corporation, reporting to the Chief Information Officer. In this role, he is responsible for proposing and assessing new advanced technologies for the organization as well as evaluating technologies already in use at State Street and their likely evolution in order to reinforce the organization's leadership position in financial services.

Mr. Saul previously was Chief Information Security Officer, where he oversaw State Street's corporate information security program, controls and technology. Prior to that, he managed State Street's Office of Architecture, where he was responsible for the overall enterprise technology, data and security architecture of the corporation. Mr. Saul joined State Street in 1992 after 15 years with IBM's Cambridge Scientific Center, where he managed innovations in operating systems virtualization, multiprocessing, networking and personal computers. Mr. Saul serves as a Trustee of the Massachusetts Eye and Ear Infirmary. In 2007 he was honored with a Computerworld Premier 100 IT Leader Award. American Banker named Mr. Saul as one of its Top Innovators of 2013 for his work on data semantics and standards.

Mr. Saul holds Bachelors and Master's degrees from the Massachusetts Institute of Technology.

 

 

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Sudhir Kaloth

Director - IT MIS/Regulatory and Compliance

OPPENHEIMER

Sudhir kaloth has 20 years of IT experience across the industry in different role with concentration in financial industry for the past 10 years, He Has a Masters Degree in Computer from BITS, Pilani, Inida. Presently working at Oppenheimer as a Director, Information Technology (MIS/Regulatory & Compliance). He worked on designing Business Intelligence products using Artificial Intelligence technique for data-mining and prediction related to financial and healthcare data. Managed e-commerce,e-publishing,e-procurment technology for retail industry.
He worked as Sr. Scientific officer at Department of information technology, Government of India and interconnected research institute accross the subcontinent during 1995. Published research paper In Neural Networks. His field of interest are Machine learning & Neural networks and its application in Risk, Surveillance, Financial Crime and intelligence.

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Manan Rawal

EVP, Head of US Model Risk Management

HSBC

Manan is currently a Senior Vice President at HSBC where he focuses on stress testing and enterprise wide risk management. Previously, he was Regional Manager of OTC Derivatives Pricing and Risk for HSBC's securities services division which involved evaluating client portfolios across multiple asset classes and strategies in the alternative investment space. Manan also worked at Deutsche Bank, Swiss Re and DKR Capital. At DKR, he ran a portfolio focusing on global volatility trading across convertible bonds and equity derivatives. His experience covers portfolio management for derivative products as well. He is also an adjunct faculty member at the New York Institute of Finance. Manan specializes in courses related to the trading and risk management of derivatives across asset classes, including equity, fixed income, foreign exchange and credit. His course offerings have also included stress testing, Asian capital markets, and structured products.
Manan has a B.S. Finance from the Wharton School at the University of Pennsylvania, M.Sc. in Economics from the London School of Economics and an executive MBA from the Trium program.

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Charles Dwyer

Former Head of US Technology Support

DEUTSCHE BANK ASSET MANAGEMENT

Charlie is an experienced financial services executive having managed global operations and technology teams supporting Asset Management, Wealth Management and Asset Servicing Business. Formerly a Director of Deutsche Bank - Asset and Wealth Management Operations and Technology as head of US technology support. Charlie is a CFA and graduated from University of Massachusetts-Amherst with a Bachelor of Business and from Pace University with an MBA.

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Michael Radziemski

Partner

FORTIUM PARTNERS

Michael Radziemski is a partner in Fortium's New York practice. He brings more than 30 years of global technology leadership in the Financial Sector, with extensive experience working with CEOs and executive business leadership teams. Expert at technology strategy, business alignment, and overall enterprise strategic planning and execution. Broad technology expertise includes: strategic software development, large project delivery, cyber security, thoughtfully leveraging cloud computing, optimizing staffing with full-time, contract, outsourced, and offshore resources, and risk management. Radziemski has earned a reputation as a technology executive who can provide steady, clear-headed leadership in periods of chaos and complex business transitions.

Leadership Roles:

• CIO and Partner, Lord, Abbett & Co., LLC
• Managing Director, Global Head of Technology, Citibank Global Asset Management
• VP, Head of Technology, MetLife
• Managing Director, Head of Technology, Bankers Trust Company
• Chair, Investment Company Institute (ICI) Technology Committee

Radziemski holds an MS in industrial engineering from Stanford University and a BS in operations research and industrial engineering from Cornell University.

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Diarmuid O’Donovan

Chief Operating Officer

RIMES

 Diarmuid O’Donovan joined RIMES in 2017 having spent his entire career within the securities services and asset management industry. Prior to RIMES, Diarmuid was the Chief Data Officer at Legal & General Investment Management (LGIM), responsible for delivering an enterprise-wide information management capability and previously, Diarmuid was Global Head of Data at UBS Asset Management where he was a senior member of the middle and back office management team responsible for pricing, benchmarks, corporate actions and data management. He has also held several senior roles during a 10-year career at JPMorgan.

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Martin Caupin

Head of Analytics Lab, CIB Americas - Innovation

BNP PARIBAS

Martin Caupin joined BNP Paribas 8 years ago; he now leads the Analytics Lab within CIB Americas Innovation. Within his role, he wishes to provide insights from the data and enhance business processes. His team leverages on a data science expertise for discovery and strong IT skills to facilitate delivery. Previously, as a Portfolio Manager in CIB Americas, New-York, Martin worked on several projects including synthetic loans securitization.

He worked as a credit Quant, in Brussels and Paris, providing the data and analysis to facilitate decisions on BNP Portfolios. Martin holds a MSc in aerospace engineering with a major in financial engineering from ISAE – SUPAERO (Toulouse, France).

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Travis Skelly

Senior Vice President, Venture Investing

CITI VENTURES

Travis Skelly joined the Citi Ventures New York office in 2016. Travis embraces Citi Ventures’ “best of both worlds” corporate venture model of combining value-added strategic investing with venture capital best practices by investing in high potential startups and driving engagement with Citi executives and clients. Travis invests across Citi Ventures’ five focus areas, which include Fintech, Data Analytics and Machine Learning, eCommerce, Enterprise IT, and Customer Experience and Marketing. Travis’ portfolio includes Clarity Money (acquired by Goldman), HighRadius, PPRO, ScaleFactor, Contguard, SmartAsset, and two others not yet announced.

Travis started his career as a Financial Services consultant at Accenture, before moving to a strategy role at HSBC. During graduate school he cofounded Embarkly (a marketplace for pet owners). After his MBA, he joined Nomura’s Leverage Finance Group where he executed debt transactions for financial sponsors and corporate clients. Most recently, Travis was an investor at FinTech Collective, a fintech-focused venture fund where he made over 20 early stage investments.

Travis received his MBA from the University of Texas and his BS in Finance and International Business from Georgetown University. In his spare time, Travis is a tortured golfer, nascent world traveler, and occasional triathlete.

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Sandip Sahota

Managing Director, Head of Enterprise Data Services

CPP INVESTMENT BOARD

Sandip leads the Enterprise Data Services group at CPP Investment Board. Working closely with data consumers across CPPIB, his teams are responsible for developing the data strategy and managing the operations for market, reference and internal investment data.

Sandip brings over 18 years of financial-industry experience. He joined CPPIB in January, 2015 after a 15-year tenure at Morgan Stanley in increasingly senior roles within the Enterprise Data Services division leading cross-functional teams across the data and technology domains. Within his responsibilities, he provided coverage across Investment Groups, Operations, Legal and Compliance and Finance.

Sandip earned a Bachelor of Science degree in Management Information Systems and a Bachelor of Arts degree in Political Science from the University of Tampa.

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Michael Beal

CEO

DATA CAPITAL MANAGEMENT

Michael Beal is the CEO of Data Capital Management. A systematic Hedge Fund that specializes in machine learning, advanced technologies and novel data sources to generate differentiated and uncorrelated returns for the clients of its DCM A.I. Absolute Return Fund.

Prior to DCM, Mr. Beal co-founded the Big Data and Advanced Analytics group for JP Morgan Chase and was an investor with TPG Capital and Morgan Stanley. Michael is a frequent Keynote and CNBC contributor and is passionate about investing, the onset of the “Data Economy” and the application of disruptive technologies to valuable “problems to solve”.

Michael earned a BA from Harvard College with honors in Economics and an MBA from Harvard Business School with distinction. Michael is an active Board Member of the City University of New York’s Medgar Evers College.

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Nancy J Selph

SVP Advanced Technology and Partnerships

WELLS FARGO

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Mike Chen

Portfolio Manager, Dynamic Equity; Lead Portfolio Manager, ESG Equity

PANAGORA ASSET MANAGEMENT

Mike Chen, Ph.D.

Portfolio Manager, Dynamic Equity; Lead Portfolio Manager, ESG Equity

Dr. Chen is a Portfolio Manager at PanAgora. In this role he is responsible for novel alpha research and model development in the Dynamic team and across the wider Equity group, and daily management of firm’s Dynamic portfolios. Dr. Chen is also responsible for leading the development of PanAgora’s ESG strategy, including alpha research, portfolio management, and model and product development. Dr. Chen’s research interests are in the areas of machine learning, ESG, and alternative datasets. Previously, he was a portfolio manager at PanAgora’s Stock Selector team.

Prior to joining PanAgora, Dr. Chen was a Portfolio Manager at BlackRock’s Scientific Active Equity (SAE) team, where his responsibilities include portfolio management and research into alpha insights for use across the entire SAE platform. While at SAE, Dr. Chen won “Signal of the Year” award for a signal he researched and developed. Prior to BlackRock, Dr. Chen worked at Google where he was a member of the team that managed Google’s fixed income investment portfolio and FX exposures. Dr. Chen started his career at Morgan Stanley in New York where he traded and managed a portfolio of exotic US rates derivatives. While at Morgan Stanley, Dr. Chen researched, developed and patented a framework that allowed for pricing of derivatives based on two rate curves with dynamic multiplicative spread, one of the first such models on the street.  

Dr. Chen graduated from the University of Illinois in 2005 with a Ph.D. in Electrical and Computer Engineering. He has published in leading engineering and applied mathematics journals, and had been invited to talk at numerous conferences.

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Christian Nentwich

Chief Executive Officer

DUCO

Christian Nentwich is co-founder and CEO of Duco, a true disruptor in the data quality and reconciliation market. A lifelong technologist with a relentless passion for simplifying complex data using augmented machine learning and AI automation, Christian has led Duco from a few lines of code five years ago to an award winning global enterprise. He has a proven track record of building successful businesses and leadership teams that deliver transformational experiences to clients. Prior to Duco, Christian founded Systemwire, which exited to Message Automation and further to Broadridge. He holds a BSc and PhD in Computer Science from University College London and is a winner of its Faculty Medal in Mathematical and Physical Sciences.

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Mireille Dyrberg

Chief Operating Officer

DUCO

Mireille Dyrberg is Duco’s Chief Operating Officer with responsibility for customer success, all administrative functions, finance and legal. She was previously Chief Operating Officer of TriOptima, a post-trade services firm providing trade reconciliation, portfolio compression, risk analytics and margin services. Earlier in her career, Mireille was the Global Business Manager for Rates at Dresdner Kleinwort, before which she held a series of Operations leadership roles both in London and Frankfurt. She holds a BA from the University of Kent at Canterbury and a double MA degree with Distinction from Exeter University and the Uniwersytet Jagiellonski w Krakowie, specializing in macroeconomics.

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Peyton Kay

Strategic Marketing

DUCO

Peyton Kay leads our Strategic Marketing and Go-To-Market functions. Driven by innovation and speed to market, Peyton brings deep international marketing experience to the Duco team. Focused on solving what’s next for the customer, he has held numerous leadership roles at a range of both consumer and enterprise software firms including MSCI, Thomson Reuters, AOL, and Seagram’s. Most recently Peyton was Global Head of Marketing, Sales Enablement and Communications at MSCI. Peyton graduated from Wittenberg University with a B.A in Business Administration with a concentration in Marketing.

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Breman Thuraisingham

Executive Director

MORGAN STANLEY

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Barry Raskin

Managing Director

JORDAN AND JORDAN

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Terry Keebaugh

Director of Business Development

TCS

In a career spanning more than 25 years, Terry Keebaugh has successfully developed client relationships in a variety of industries including Communications, Energy, Media, Financial Services and Travel/Transportation.  In her current role, Terry is the Director of Business Development for Financial Services in the Southeast, for Tata Consultancy Services (TCS), now the world’s second largest IT services, consulting and business solutions organization.

 Prior to this role, Terry was a Sales Executive for IBM, receiving numerous top performer awards while managing a high performance team of sales and technical leaders, delivering innovative solutions to her clients, growing revenues and building client satisfaction.  Terry also championed new product development and launch through strategic alliances with her key clients.  She was awarded a First Patent Application Invention Award from Ginni Rometty, CEO of IBM. 

Terry has a Biomedical Engineering degree from Catholic University, as well a Physics degree from Georgetown University, both in Washington DC.  She studied at Harvard and Wharton Business Schools under IBM’s Business Leadership curricula.  She is active in the community, having participated in the Corporate Leadership Council for the Fernbank Museum in Atlanta, and the Board of Governors for the GA Chamber of Commerce in 2016.  She served as the IBM Executive Chair for the Employee Charitable Contribution Campaign (ECCC) for the Atlanta Metro Area in 2014 and 2015, and served on the IT United Way Technology Committee in Atlanta from 2007 - 2013.  Living in Alpharetta GA, she is married and has three children.

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Dessa Glasser

Principal

Briter Consulting

Dessa advises clients in the areas of data, analytics and risk. She has a 25-year proven track record successfully designing and executing global innovative solutions, often influencing a Board or Operating Committee. She built the Chief Data Office for JPMorgan Chase Asset Management, serving as the first CDO, and initiated the Capital Stress Testing Analytics team for JPMorgan Chase. She was Deputy Director of the Office of Financial Research (US Treasury), responsible for data, international standards (including the Legal Entity Identifier, LEI), analytics and technology and building the Office. As the first CRO, she launched the Chief Risk Office for Bunge. Dessa has held senior positions at Credit Suisse, Merrill Lynch, IBM and KPMG. She began her career teaching finance at Rutgers University. Dessa has a Ph. D. and MA in Economics from Fordham University and serves on the advisory Board of the Graduate School of Arts and Sciences. She has a BS in Business from Fairleigh Dickinson University and was co-president of the Women's Bond Club of NY.

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Sanjeev Khati

Head of Business Development-Banking & Financial Services USA

Tata Consultancy Services Limited

As the Head of Business Development for Banking and Financial Services USA, Sanjeev is responsible for driving the unit's business development vision, strategy and targets, leading the sales force to structure and shape deals that deliver value and sustainable outcomes for clients.

Sanjeev also heads the Capital Markets Unit for TCS USA, responsible for guiding the development of client relationships, driving overall unit strategy, customer centric offering development and fostering industry partnerships. 

Sanjeev specializes in envisioning and delivering large scale Technology and Business change programs for clients in the Financial Services Industry. With more than 19 years of experience and a proven track record, he has overseen many large transformation programs encompassing Application and bespoke Software development, Package Implementations & Reengineering, Systems Integrations, Operations & Infrastructure Outsourcing and Consulting engagements for his clients. His work experience has spanned across clients from various industry sub segments viz. Payments, Core Banking, Wealth and Asset Management, Capital markets and Market Infrastructure firms.

In his previous roles as Senior Client Partner, Sanjeev has led TCS’s relationship with some of the world’s largest investment banks, asset managers, hedge funds, clearing houses and exchanges to deliver results in the areas of business planning and process optimization, business and IT architecture, application management, IT and Infrastructure outsourcing and business process outsourcing.

Sanjeev is an avid business reader and golfer. He has a passion for sustainability and supports multiple non-profit organizations. He has completed an Executive Leadership Program from Ross School of Business, University of Michigan and a Bachelor of Technology in Electrical Engineering, and he is based in New Jersey. 
 

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Kim Prado

Managing Director, Global Head of Client Insight, Banking & Digital Channel's Technology

RBC Capital Markets

Kim Prado heads the Global Client, Banking & Digital Channels Technology group across Capital Markets.  She has been at RBC for over 12 years supporting the business in various capacities from running Global FIC Production Services to Head of Fixed Income Sales and Credit Trading technology.  Currently, her role includes managing all aspects of client technology as well as Banking and Digital Channels across all lines of business within CM.  She is also a member of RBC’s Global Markets Innovation Leadership Council. Prior to joining RBC, Mrs.Prado ran the API Connectivity Development team at ICAP and was part of the initial launch of BrokerTec.  She has also held multiple technology positions across the street with Deutsche Bank, Mizuho and Chase Securities. Mrs. Prado received a BA from Stockton University in accounting.

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Ambareesh Sinha

Segment Head and Senior Client Partner

TATA CONSULTANCY SERVICES

Ambareesh is Segment Head in Banking and Financial Services unit of Tata Consultancy Services. He is responsible for managing business in Capital Markets Segment. Over the years, he has worked with various banking and financial services firms across North America, UK and Asia.  He has interest in community development initiatives and has worked with Social Enterprises/NGOs in Health and Education space to deliver impact using technology. He has active interest in writing poetry, playing racket sports and listening to music. He has education background in  engineering from one of the top National Institute of Technology in India.

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Peter Williams

Global Head of Financial Services Partner Technology

Amazon Web Services

Peter is Global Head of Financial Services Partner Technology at Amazon Web Services, where he manages global technical direction for the AWS Financial Services Partner ecosystem. Prior to AWS, Peter led AIG’s Risk Analytics Technology department, and was responsible for analytics model development and regulatory risk reporting of AIG’s investment portfolio.  Prior to AIG, Peter ran US Credit and Syndicate Trading Technology at RBS. Peter has a BS in Computer Science Engineering from Columbia University.

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Bill Doyle

Vice President - Decision Management Solutions Group,

FICO

Bill Doyle is an accomplished enterprise technology software executive with twenty-five years of experience in the ever-evolving Advanced Analytics markets. In his current role as Vice President, Decision Management Solutions Group, Bill is responsible for driving sales execution and customer success of the FICO Decision Management Solutions portfolio, a high growth recurring revenue SaaS business, enabling customers to deploy and scale advanced analytics and decision management solutions.  Previously, Bill has served in domestic and international executive positions at RapidMiner, TIBCO Spotfire, Netezza and MicroStrategy each representing various components of the Advanced Analytics market spectrum. Bill received his B.S. in Computer Science from Penn State University.

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Conor Jensen

Customer Success Manager

Domino Data Lab

Conor Jensen is a Customer Success Manager for Domino Data Lab. Previously, he was Vice President of Strategic Execution for The Amynta Group, a newly formed insurance administration company spun off from AmTrust Financial, where he was building out the data and analytics group for this new company to serve the needs of internal and external customers. Conor has spent over a decade working in the analytics space across multiple industries, as both a consumer and developer of analytics solutions.

Prior to Amynta, he was with Zurich insurance, serving as the Analytics Program Director for Zurich North America’s Predictive Analytics unit, as part of an internal strategy consulting practice at Zurich, and worked in actuarial across multiple lines with Zurich’s units in North America. Before moving to insurance, Conor was a Weather Forecaster in the US Air Force supporting operations in Southwest Asia. After leaving the military, Conor spent a number of years in store management at Starbucks Coffee while serving as an Emergency Management Technician in the Illinois Air National Guard. Conor earned his Bachelor of Science degree in Mathematics from the University of Illinois at Chicago.

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Julie Hutchinson

Capital Markets Lead for Global Financial Partners & Solutions

Amazon Web Services

Julie Hutchinson is the Capital Markets Lead for Global Financial Partners & Solutions at Amazon Web Services (AWS). She is responsible for defining strategy to grow the partner community that enables cloud adoption and usage for hedge funds, exchanges, asset/wealth managers, and financial information providers worldwide. She has 18 years of experience supporting financial institutions and brings a unique perspective from having worked for network, extranet, and datacenter providers. Her deep understanding of the challenges related to migrating from legacy technology helps guide organizations along their cloud journey.

Prior to joining AWS, Julie was Head of Capital Markets Solutions for the U.S. division of Colt Technology. She has also held business development roles at Equinix and Telx (Digital Realty). Julie is recognized as an industry expert and regularly speaks at events on topics illustrating customer innovation and solving business challenges in the cloud.

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Kathryn Van Nuys

FinTech Lead - Global Startup Business Development

AMAZON WEB SERVICES

Kathryn Van Nuys specializes in capital markets, business development, and strategic relationship management. Currently, she leads FinTech for the Global Startup Business Development team at Amazon Web Services (AWS) where she is responsible for the development and execution of strategic initiatives in FinTech. She partners with leading FinTech investors and startups to help them be successful on AWS and to engage more deeply across Amazon.com business units.

Prior to AWS, Kathryn was the head of capital markets for Credibly, a small business funding platform, and before that at Pave, a marketplace consumer lender. Kathryn started her career at Citigroup in debt capital markets and also worked at Lehman Brothers and Guggenheim Partners. While she has spent most of her time in New York, Kathryn lived in London for a few years when she led business development for EMEA and APAC at Roubini Global Economics. Kathryn holds a B.A. in Economics from Columbia University.

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Piotr Surma

Co-founder and CEO

Applica.ai

Piotr Surma is the co-founder and CEO of Applica.ai, headquartered in Warsaw, Poland. Prior to Applica.ai, Piotr spent the first 9 years of his professional career working across various managerial roles at HP and Nokia before leaving to begin his entrepreneurial journey where he went on to co-found and lead four different start-ups. As Applica’s CEO, Piotr leads a team of 40 PhDs and scientists developing an artificial intelligence engine that automates work requiring the comprehension of text. He holds an MSc in Computer Science from French Grand École ENSTB and a PhD in Philosophy from Warsaw University.

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Rob Palmer

Chief Customer Officer

Buckzy Payments

Rob Palmer is an experienced leader and an executive with a proven track record from leading financial institutions on innovation, global payments and treasury products, exceeding sales performance and building compelling business strategy for over 25 years. As Chief Customer Officer at Buckzy Payments, Rob is accountable for innovation, market and product strategy. He evangelizes a consistent customer-centered culture across the entire company, ensuring that Buckzy provides the most compelling products, services and experiences to its customers.

Prior to joining Buckzy, Rob was the Head of Strategy for Treasury and Payment Solutions at BMO Financial Group where he was responsible for defining the strategic direction for this multi- billion dollar line of business. Rob also held the position of Director of Product Management, Treasury and Payment Solutions for BMO. In this role, Rob led a team responsible for the delivery of innovative Treasury Management solutions to the bank’s small business, commercial and capital market clients across North America. 

Prior to joining BMO, Rob was the Regional Head of Sales for Global Payments and Cash Management at HSBC Bank Canada where he led a team responsible for the sale of HSBC’s Global Cash Management solutions to Canadian organizations ranging from small businesses to global multi-nationals. Prior to HSBC, Rob was with Symcor Inc. He joined Symcor in 2001 as part of Symcor’s acquisition of Optus Corporation and held a variety of executive roles including Vice President, Cash Management Services where Rob was the solution executive responsible for Symcor’s U.S. expansion activities.

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Guillaume Chatain

CEO

Resonance X

Guillaume Chatain is the CEO at Resonance X. He is a former Managing Director and Head of Equities for Asia at J.P. Morgan Private Bank. In this role, he led the creation, marketing, execution, and administration of managed equities, equity OTC derivatives, equity structured products, and cash equities. Guillaume is a CFA ® charterholder and holds a B.S. in Aerospace Engineering and a MBA from Columbia Business School.

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John Nay

CEO

Skopos Labs

John is the founder and CEO of Skopos Labs, Inc. He holds a Ph.D. from Vanderbilt University, where he conducted A.I. research on projects funded by the National Science Foundation. Along with a law professor, he created and teaches the first A.I. course at the NYU School of Law.

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Rajiv Chatterjee

Co-founder and CEO

Triyo

Rajiv founded Triyo in 2015 as a collaboration platform for financial services and other regulated industries. Prior to Triyo, Rajiv established Debut Logic Inc. (Debut Logic) in 2006 as a software consulting company that developed Readyportal, a SaaS-based social collaboration platform serving the needs a broad range of companies ranging from the Fortune 500 to non-profits and trade associations and trusted by more than 180,000 subscribers. 

Prior to Readyportal, Rajiv acquired the know-how to helm a multinational technology company through his work for several start-ups in San Francisco. Rajiv led the professional services and account management teams as Director of Services at Wego Systems (acquired by Lightspeed Inc.), resolved strategy and operational issues with a host of shareholders at CyberAd Global Consulting, and excelled as a Divisional Manager for Indonesia-based PT. Ames Indah International, a leading commodities trading company in Southeast Asia.

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Chris Kovel

Head of Analytics, Intelligence & Data Technology

Morgan Stanley’s Wealth Management

Chris Kovel is the Head of Analytics, Intelligence & Data Technology for Morgan Stanley’s Wealth Management division. He is in the Technology department partnering with the businesses to drive forward the next generation of Wealth Management digital technologies. This includes: Data, Analytics, Artificial Intelligence, Machine Learning, Branch Workflow and CRM.  Chris has held positions which include developer, business analyst, product manager, QA manager, UX manager, and practice area head. Chris joined Morgan Stanley in 1994. Chris holds two patents for :
Transaction system for employee stock options and other compensation programs” a system for selling employee issued internal options with time value.
Company and contact information system and method” a system for delivering company related information through signals such as color.
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Colleen Coda

Managing Director

The Blackstone Group

Colleen Coda is a Managing Director in the Blackstone Innovations and Infrastructure group and is based in New York. Ms. Coda has been involved driving various projects and initiatives across the entire Innovations and Infrastructure group including the strategy and execution of the Center of Excellence in India. Prior to joining Blackstone in 2011, Ms. Coda worked at Capital IQ, a division of Standard & Poor's for 11 years where she was Chief of Staff overseeing all aspects of Product Development and Engineering. She received a BS in Computer Science from Sacred Heart University.

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Edmund Flynn

Executive Director, Global Market Data Sourcing

MORGAN STANLEY

Ed is a member of the 2018 North American Financial Information Summit Advisory Board - view the list of all 14 esteemed board members by clicking here

Ed is a Vice President at Morgan Stanley and has the responsibility of managing global exchange relationships and sourcing for exchange data use across the Morgan Stanley enterprise.

Prior to Morgan Stanley, he founded The Flynndex Company in 2011 to provide market data training and consulting services. Ed developed training classes to support the FISD Financial Information Associate Professional Certification program and collaborated with the eLearning firm "Finance Modules" to produce online market data training for the FISD FIA Certification.

Ed began his career with Interactive Data and Moody's Investors Service, then joined Fidelity Investments managing market data and investment research for the Fidelity Funds and the Fidelity enterprise.

Ed has an MBA from Babson College, a BS from the University of Vermont, is a member of the CTA Advisory Committee, the SIFMA Market Data Subcommittee and the FISD Executive Committee.

 

 

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Elliott Noma

Founder, GARRETT ASSET MANAGEMENT and Lecturer

COLUMBIA UNIVERSITY

Dr. Noma teaches machine learning at Columbia University and quantitative risk management in the Masters in Mathematical Finance program at Rutgers University. Earlier in his career, Dr. Noma was a professor in the Psychology Department of Rutgers University, publishing in the areas of statistics, psychometrics, applied decision making and group dynamics.

Dr. Noma is also the founder of Garrett Asset Management, an investment firm that uses behavior models to trade in futures, ETFs, and currencies. Prior to founding Garrett Asset Management, Dr. Noma was a portfolio manager running a fund of hedge funds and was the Chief Risk Officer at Asset Alliance, a seeder of hedge funds.
Dr. Noma currently advises fintech companies in the application of machine learning, natural language processing and blockchain technologies.
Dr. Noma graduated from Dartmouth College with a B.A. in Mathematics. He received an M.A. in Mathematics and a Ph.D. in Mathematical Psychology from The University of Michigan.

 

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Andrew Foster

Deputy Chief Data Officer for the Americas

DEUTSCHE BANK

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Paras Parekh

Head of Global Markets Predictive Analytics

CREDIT SUISSE

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Debbie Freer

Global Head of CFS Business Transformation

JP MORGAN

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David Coluccio

Head of Data Management Solutions

S&P GLOBAL MARKET INTELLIGENCE

David Coluccio Vice President, Head of Data Management Solutions Feed and API Business S&P Global Market Intelligence
David is Head of Data Management Solutions Feed and API Business at S&P Global Market Intelligence. In his role, he is responsible for delivering our world class content and analytics, such as Compustat®, GICS®, S&P Capital IQ, SNL and other third party data through our powerful data feed management solutions platform, XpressfeedTM, and our low latency feed and API’s, Event Driven Alerts. The Data Management Solutions team has been focused on delivering new differentiated content such as Machine Readable Transcripts, Point-in-Time data, Panjiva shipment data and SNL industry specific data over Xpressfeed to help drive value for our clients.
Prior to joining S&P Global in July 2013, David spent 19 years in the financial service industry serving in multiple leadership roles within content and product at firms such as Market Guide, Multex, Reuters and Thomson Reuters. While at Thomson Reuters, David was responsible for the Fundamentals, Estimates and Ownership content strategy, working very closely with clients and industry leaders. David has contributed in the analysis and execution of many acquisitions and partnerships and has also participated and presented at many industry conferences and round tables.
David graduated from New York University with a B.A. in Economics.

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Sarah Biller

Founder & CEO

FINTECH SANDBOX


Sarah Biller is very active in the FinTech community. Sarah is the co-Founder of the FinTech Sandbox and currently sits on its Board of Directors. She is also an Entrepreneur, Advisor, Investor and teaches a graduate level course on the evolution of Financial Technology at Brandeis University.

Sarah was also most recently the Head of Innovation Ventures at State Street Bank's Global Exchange division and its Chief Operating Officer for Innovation. Prior to joining State Street, Sarah has been a Principal in the launch of several successful venture-backed start-ups in the FinTech and Life Sciences sectors. Most recently she was the Co-Founder and President of Capital Market Exchange (CMX), a venture-backed predictive analytics platform utilizing investor sentiment to help bond investors anticipate near-term changes in spreads.

Sarah has also held roles at Fidelity Investments; worked on MCI's corporate venture team; and launched and led research divisions for Fortune 500 CFO's and treasurers at the Corporate Executive Board. Ms. Biller studied Finance at West Virginia University and George Washington University.

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Victor Tewari

Senior Technology Officer, CM Institutional & Corp Banking Technology

BMO FINANCIAL GROUP

Victor currently serves as a Senior Technology officer at the Bank Of Montreal (BMO). Servicing Global Capital Markets & Client Services Divisions; Victor and his team have accomplished the following since June of 2014:

• Implemented the global Client LifeCycle Management platform (Fenergo) for Capital Markets;
• Standardized customer data capture, enhanced regulatory and compliance controls and visibility over the Client On-Boarding process for North America & Europe.
• Reporting / reconciliation to support a broad range of regulatory processes (Volcker, IIROC, FATCA, DFA, CTR, etc.)
• Digitized the Legal Agreements Platform for Capital Markets
• Established eSignature solution for all of Compliance, Legal and Client Onboarding platforms.

Victor's recent focus has now shifted and he's become the Lead Solutions Architect and Supplier Manager for the firms' Capital Markets Client Data Strategy Program. The effort is targeted to complete in Oct '17.
The effort will merge various federated client customer "golden" sources onto one centralized platform, with the aim to "match & merge" customer information with trade detail and credit risk information. The effort will also provide greater line of sight to counterparty hierarchy, credit risk exposure, reduce operational risk & produce greater operating efficiencies of core client information. The bottom line business results will produce a vehicle where we can increase revenue generation through up-sell and cross-sell opportunities with clients.

In addition to the Client Data Strategy focus; Victor is also exploring and designing a CM "Big Data" Data Science solution. Various business use cases revolving around Data Discovery and Data Analytics has driven needs to implement the correct Hadoop/Big Data ecosystem model. The model needs to fully leverage or existing enterprise "Big Data" architecture but also help address current gaps. The main focus in this effort is to address scalable, "time to market" and performance while keeping "Total Cost of Ownership" at the lowest point possible.

Victor has a Computer Science & Math degree from the College of New Jersey; He possesses a PMP certification and also has obtained continued learning certificates from Columbia University and New York University.

Prior to BMO; Victor's career has provided the following experiences:

• Nomura Securities (2009-2014) - Regional Head of US Client Reference Data Technology - Vice President
• CIBC World Markets (1999-2009) -Regional Head of US Global Operations Web Technologies - Director
• Mellon Bank - (1997 - 1999)Technology Head
• Moore Capital Management (1997 - 1997) - Trade Floor Technology Lead
• PaineWebber/UBS - (1994 1997) Financial Technology Specialist

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Joseph Lodato

Managing Director, Global Head of Compliance Surveillance and Technology

GUGGENHEIM PARTNERS

As a Executive, with more than two decades of fast-track leadership experience in the financial services industry, Joe Lodato offers a comprehensive understanding of the issues, trends, challenges and solutions facing leaders in today's dynamic and volatile financial services organizations.

Joe's career success is based on strong and decisive leadership, combined with the ability to bridge the divide between technology and business and ensure alignment with corporate objectives delivered through technology.

In Managing Director and Chief Operating roles, Joe led the successful integration of technology with financial and operations processes to ensure compliance and drive productivity across all levels of the organization, and in a variety of settings, from startup organizations to large global services organizations, including Bank of America, Lehman Brothers, Barclays Capital and AllianceBernstein.

Joe earned his degree in finance from the Lublin School of Business at Pace University in New York City and presently is the Chief Compliance Officer at Guggenheim Securities

 

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Ruth MacQuiddy

Technology Strategist, New York Lab - Global Innovation

Deutsche Bank

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Alla Whitston

Managing Director, Enterprise Chief Technology Officer and End User Computing Executive

BANK OF AMERICA

Alla is the Chief Technology Officer (CTO) for Bank of America's enterprise functions, as well as the End User Computing executive. She is also the bank's relationship manager for Microsoft and Hewlett Packard.

In her CTO role, Alla owns the end-to-end client engagement, design, plan, build and operation of infrastructure solutions for the company's enterprise functions, which includes Global Technology & Operations, Corporate Audit, Finance, Global Human Resources, Global Marketing & Corporate Affairs, Legal, Compliance and Regulatory Relations.

In her role of End User Computing executive, Alla is responsible for delivering end-to-end technology and operations supporting desktop platforms, mobility services, communication and collaboration technologies, secure messaging, spam/anti-virus, Office Suite and managed desktop and print/fax services.

Alla's team operates in more than ten countries and includes approximately 1,900 employees and contractors world-wide.

Previously, Alla led the Infrastructure Solutions team where she was responsible for client relationship management for Global Wholesale Banking, which included the plan, design, architecture and delivery of infrastructure for the Global Wholesale Banking business.

Prior to joining Bank of America in 2011, Alla served as Managing Director in the Investment Banking division at JP Morgan, responsible for Application and Infrastructure Management supporting global equities and prime brokerage. Previously, Alla was Senior Managing Director at Bear Stearns responsible for Global Cash Equities Infrastructure and Application Management. She also held leadership positions at Goldman Sachs, Bankers Trust and Home Insurance.

Alla earned a Computer Science degree from Georgia Technical University.

She lives in New York , NY with her husband and son.

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Laura Hamilton

Managing Director

BANK OF AMERICA MERILL LYNCH

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Lucien Foster

Head of FinTech Strategy and Partnerships

BNY Mellon

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Abel Picardi

Chief Compliance Officer

BANK OF CHINA

With over 25 years of experience in the financial services industry, please find below a brief summary of my current and past employment experiences.

  • In my current capacity with Bank of China U.S. Branches, I am responsible for identifying and developing strategic compliance solutions derived from internal and external sources that can be implemented within the Bank’s compliance risk framework. These solutions provide the basis for the sustainability of the Bank’s enterprise-wide risk and compliance program, addressing the needs of the organization’s business activities. Further, I’m also responsible for developing compliance structures, tools and methodologies, as well as providing strategic regulatory advice and technical compliance guidance to the Bank’s Executive Management team, lines of business, including Head Office Group. Other roles held with the Bank of China includes: Chief Compliance Officer and Senior Advisor to the Chief Risk Officer.
  • Prior to the above assignment, I served as the Regulatory Intelligence Expert with AML Partners, LLC, where I provided proficient advice on governance, compliance, and enterprise-wise risk management to clients on wide-raging issues, such as: analytical interpretations considering the client’s business strategies when implementing new processes and systems impacting products and services. I also managed and directed enterprise risk assessments, which comprised of identifying exposures to their clients’ business activities and measuring the exposures to various risk factors and elements impacting the organization. In addition, promoted the firm’s technology solutions to current and prospective clients, and provided guidance in incorporating these tools within the organization’s framework.
  • As a Senior Regulatory Intelligence Expert at Thomson Reuters, I was responsible identifying relevant, current and proposed US regulatory developments impacting the financial services sector, particularly within the investment management and wholesale banking industry. Provided insightful and practical analysis of new industry developments to a special audience comprised of compliance and risk management professionals through special reports and other publications for customers. Advised internal teams including sales, marketing and product development on regulatory issues and the implications to help drive the firm’s campaigns, focus, strategy, and design.
  • At the Australia & New Zealand Banking Group, I served as First Vice President and Head of the Compliance & Risk Department, where I managed the Bank’s compliance, (operating & market) risks, and internal controls programs. In brief, I was responsible for the implementation of regulatory and internal controls processes, which ensured that all activities were conducted in compliance with all internal and regulatory requirements, and to safeguard the Bank’s reputation in the financial markets. I was also responsible for identifying, measuring, monitoring and reporting all risks impacting the Bank. I served on the Bank’s Asset Liability Management Committee; the Compliance & Risk Committee; and was a member of the Bank’s New Products Committee.
  • I also served as Vice President and Head of the Compliance & Public Relations Department, at the Dai-Ichi Kangyo Bank, Ltd (“DKB”). At the time, DKB was the world’s largest banking institution, where I managed the compliance and public relations activities for the Bank, ensuring adherence with all regulatory requirements, and established clear, transparent, and fluid communications with investors, regulatory bodies, and the public.
  • As a former commissioned Bank Examiner with the Federal Reserve Bank of New York (FRB-NY), I was responsible for examinations of banking organizations ensuring sound and safe banking practices. As one of the most exciting and challenging assignment that I have experienced, this undertaking allowed me to evaluate all financial institutions’ (which included the world’s major money center banks) adherence to policies and procedures, and identified violations and irregularities of banking laws and regulations. This assignment also afforded me the experience of serving as a member of the FRB-NY’s special project teams, which investigated illegal lending practices and money laundering activities within financial institutions. I have also provided advice and guidance to Chairmen, members of Board of Directors, Presidents/CEOs, and senior executives of major money center banks in regards to banking “best practices” processes, including administrative, operational and enterprise risk and compliance activities.
  • I also served as the Compliance Officer/Management Control Officer at the Chemical Banking Corporation. In this capacity, I was responsible for reviews of the Bank’s finance companies, addressing compliance, operational and financial soundness issues. I conducted feasibilities studies for senior management relating to consumer banking products/services, entailing analysis of return on investment and of asset utilization. As a member of the Bank’s Audit Division, I was responsible for profit planning, variance analysis and the low growth rate of a $13 million budget for a staff of 270 (both domestic and overseas).
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Nick Williams

Head of Intrastructure Labs and Development

MORGAN STANLEY

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Nancy J Selph

SVP Advanced Technology and Partnerships

WELLS FARGO

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Keith Lubell

Chief Technology Officer

BERKERY NOYES

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Arijit Das

SVP, FinTech Solutions and Enterprise Messaging, Blockchain Development

NORTHERN TRUST