Agenda

Agenda

Agenda

All sessions displayed below are in BST, please see the individual session to find your correct timezone.

03:0003:15

Wednesday September 9

09:00 - 09:05

03:0003:15

Welcome remarks & best of the Innovation Exchange warm-up insights
10:00-10:15pm(ET) / 10:00-10:15am(HKT)

03:00 - 03:15

Welcome to the Innovation Exchange, take a sneak peek at the 2020 programme and highlights of the sessions ahead.

04:0004:30

Reserved session: Redesigning the technology infrastructure in the context of business continuity
11:00-11:30pm(ET) / 11:00-11:30am(HKT)

04:00 - 04:30

07:0009:00

Virtual coffee meetup
02:00-04:00am (ET)/ 02:00-04:00pm (HKT)

07:00 - 09:00

Choose your interests and event goals and our AI powered meeting system will help you connect with attendees that have the same objectives. Our AI event platform will suggest connections for you to meet during the event. This is an opportunity to share your thoughts and views with like-minded professionals. The platform provides the opportunity to live-chat and book 1:1 meetings with industry leaders and subject-matter experts.

09:0009:40

Mapping your investment in Fintech in the digital climate
04:00-04:40am (ET)/ 04:00-04:40pm (HKT)

09:00 - 09:40

  • Fintech developments and opportunities: major footsteps that are shaping the financial world
  • Building up a healthy fintech ecosystem: what does it take to consider when investing?
  • Open Source technologies and how this will fit into the future of building tech and the Fintech world
  • How to refine internal process in business, technology and compliance context
  • Insider’s view: the emergence of virtual banks with their ground-breaking business models
Michael Leung

Group CEO

BOA International Financial Group

As the Group CEO of the BOA International Financial Group, Mr Leung is leading his teams to build and grow the first digital platform providing financial services to clients around the world.

Prior to his current appointment, Mr Leung was Chief Information & Operations Officer of China CITIC Bank International since December 2013. As a C-suite executive, he managed the Bank’s IT, Operations, Corporate Services, and the FinTech Innovation Center which built the first non-face-to-face remote account opening App in HK. Concurrently he was a member of the Board as well as Audit Committee and Compliance Committee of CITIC Bank International (China) Ltd.

Earlier on Mr Leung spent 14 years with Bank of America (Asia) and China Construction Bank (Asia), reaching the position of Deputy Chief Executive. His banking career also includes Standard Chartered Bank and Dao Heng Bank (now DBS).

Mr Leung graduated from CUHK in 1978 and is an Engineering Faculty Distinguished Alumni Award recipient. He received the prestigious Philips Scholarship to pursue Master’s degree study in Eindhoven, The Netherlands, followed by a Graduate Diploma (1st honour) in Retail Bank Management from the University of Virginia in Charlottesville, USA. Since then he worked in Philips, IBM, Computer Science of Australia and Price Waterhouse, residing in Holland, Sweden, US and Australia before returning to Hong Kong in 1997.

The many public duties Mr Leung has served include President of HK Computer Society, Exco Member and FinTech Committee Chair of HK Institute of Bankers, Adjunct Professor and Information Systems Departmental Advisory Committee Chair of City University, Panel Member of the Research Assessment Exercise of University Grants Committee, Industry Specialist and Panel Chair of HK Council for Accreditation of Academic and Vocational Qualifications, Chairman of HK Down Syndrome Association, among others.  In 2016 Mr Leung received a Medal of Honour (MH) in recognition of his contribution to the society.

Mark Li

Digital programme head

DBS Bank

Mohit Tandon

Regional Head of Technology Strategic Partnerships, Asia

Prudential Corporation Asia

 

 

11:0011:45

Transformational change and the roadmap to successful technology adoption post-COVID 19
06:00-06:45am (ET)/ 06:00-06:45pm (HKT)

11:00 - 11:45

  • Assessing Robotic Process Automation (RPA) use cases in the industry
  • What is the reality behind the automation hype?
  • How is it being used in the industry and what is the real value?
  • What business processes is RPA more effective on?
  • How do you find the optimal mix between automation and the human touch?
  • Is it worth using automation to resolve complex problems? What are the considerations we need to keep in mind?
Alla Whitston

EVP, CTO

CIT

Alla Whitston is the SVP, Chief Technology Officer for CIT Group Inc., a leading national bank focused on empowering businesses and personal savers. In this role, Whitston leads the technology planning and development for enterprise functions and all lines of business. Whitston joined CIT in October 2018 from Bank of America where she was most recently the managing director and chief technology officer for enterprise functions. Previously, she also led end-user technology services and wholesale banking technology infrastructure. Prior to joining Bank of America, Whitston served as the managing director in the Investment Banking division at JP Morgan and was responsible for application and infrastructure management. She also held key technology positions at Bear Stearns, Goldman Sachs and Bankers Trust. She holds a master’s degree in computer science from Georgia Technical University.

12:0014:00

Virtual coffee meetup - Wed 9th PM
07:00-09:00am (ET)/ 07:00-09:00pm (HKT)

12:00 - 14:00

Choose your interests and event goals and our AI powered meeting system will help you connect with attendees that have the same objectives. Our AI event platform will suggest connections for you to meet during the event. This is an opportunity to share your thoughts and views with like-minded professionals. The platform provides the opportunity to live-chat and book 1:1 meetings with industry leaders and subject-matter experts.

14:0014:30

Digital workshop: The future of tokenized digital assets on data capture, management and monetization
09:00-09:30am (ET)/ 09:00-09:30pm (HKT)

14:00 - 14:30

Professor Samson Williams

Adjunct Professor

Columbia University

Samson is a classically trained anthropologist, finance and public health expert who advises Fortune 100 companies, Executives and startups in Dubai, Washington, DC and Dublin, Ireland. Samson learned his craft as Emergency Manager at Fannie Mae 2008 - 2016 and has since gone on to be a leading advisor to banks and financial institutions in the Dubai / Middle East North Africa region. Samson’s focus is helping firms understand the latest human trends in  fintech, alternative investments, blockchain, AI, health and digital transformation, so that they can make profitable decisions for their bottom lines.

16:0017:00

Live pitch tank: Start-up demos - Discovering innovation across the globe
11:00am-12:00pm (ET)/ 11:00pm-12:00am (HKT)

16:00 - 17:00

4 start-up CEOs and Founders discuss how they are transforming the industry by standardising workflows and automating secondary tasks. Uncover the newest offerings from wherever you are in the world.

17:0017:30

Reserved session - Wed 9th PM
12:15-12:45pm (ET)/ 12:15-12:45am (HKT)

17:15 - 17:45

18:0020:00

Virtual coffee meetup - Wed 9th
01:00-03:00pm (ET)/ 01:00-03:00am (HKT)

18:00 - 20:00

All sessions displayed below are in BST, please see the individual session to find your correct timezone.

04:0004:30

Thursday September 10

09:00 - 09:05

04:0004:30

Reserved Session - Thurs 10th AM

04:00 - 04:30

05:0007:30

Virtual coffee meetup - Thurs 10th AM
12:00-2:30am (ET)/ 12:00-02:30pm (HKT)

05:00 - 07:30

08:0008:30

Think Tank: Blockchain and data: applications and innovations in the midst of pandemic
03:00-03:30am (ET)/ 03:00-03:30pm (HKT)

08:00 - 08:30

Jorge Sebastiao

CTO eco-system

Huawei Technologies

A seasoned CTO, with experience in AI, Blockchain, Cloud Computing, Cyber Security, Disaster Recovery, Bigdata, &managed services professional focused on business value. Jorge As delivered advice in several AI, ML, ICO, STO with comprehensive understanding of technology disruption effects caused by both Artificial Intelligence & Blockchain technology.

He created the process A6 of security: Assess, Architect, Apply, Administer, Awareness and Agility. He architects practical & business focused solutions using standards and industry best practices, designed SLAs to meet today’s business resiliency using cloud computing & managed services business requirements. Mr. Sebastiao has been the speaker at numerous international conferences with topics including: Blockchain, AI, Cloud Computing, Cyber Security, Big Data, & Managed Services.

09:0009:45

WatersTechnology BIG virtual global quiz: Asia edition (ed.)
04:00-04:45am (ET)/ 04:00-04:45pm (HKT)

19:00 - 19:05

This is an opportunity to get to connect with your industry colleagues in an informal setting. BYOD is optional. The quiz will include questions on general knowledge topics, pop culture and just a bit of industry trends. Come ready to win, the prize is a contribution to the winner’s charity of choice. Please note spaces are limited so please RSVP to attend the quiz.

11:0012:00

Exploring top tech trends that are shaping the future of capital markets
06:00-07:00am (ET)/ 06:00-07:00pm (HKT)

11:00 - 12:00

Leading experts will share updates on the leading technology trends in capital markets through a series of lightning talks. The Pecha Kucha presentations are linked to the general topic so that experts can provide an update on key trends. Trends explored in these sessions include:

  • Cloud transition
  • Pricing and risk management automation
  • Big data analytics
  • AI enabled automation
Clare Liu

Data scientist

Hong Kong Broadband Network

Clare Liu is a data scientist at Hong Kong Broadband Network. She is also a contributing author at several publications including Towards Data Science and KDnuggets. Her new video channel - AI Sensei was launched in March this year delivering innovative and cutting edge AI and Machine Learning knowledge in Hong Kong for everyone.

Prior to joining HKBN, Clare was working in DBS innovation and ecosystems team to drive various data-related projects in different teams and her major role was to involve in data mining research projects and bring innovative insights to her teammates.

12:0014:00

Virtual coffee meetup - Thurs 10th PM
07:00-09:00am (ET)/ 07:00-09:00pm (HKT)

12:00 - 14:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

14:0014:30

Case study: The A to Z of blockchain in capital markets: discovering the key drivers for adoption
09:00-09:30am (ET)/ 09:00-09:30pm (HKT)

16:00 - 16:05

  • Starting with the basics: why blockchain for capital markets?
  • Evaluating good blockchain implementations in the capital markets
  • What are the hurdles to widespread blockchain adoption in capital markets?

16:0016:45

Fireside chat: Looking ahead at tech trends and creating long-term strategic plans to boost efficiency
11:00am-11:45am (ET)/ 11:00-11:45pm (HKT)

08:00 - 08:05

  • What are the key tech trends that you should capitalise and put into practice in the next 5 years?
  • How do you incorporate emerging technologies with legacy systems? What are the key considerations?
  • How are firms solving the app interoperability challenge?
  • What are the key elements to create an effective cloud transition strategy?
  • How to unlock the value of analytics platforms and alternative data sets? How do you integrate this to your future strategy?
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.

Darrell Fernandes

Head of client services technologies

TIAA

Darrell is responsible for the design, development and implementation of technology solutions that underlie new services and capabilities supporting a fast, flawless, and simple experience for our 16,000 institutions, our more than 4 million plan participants and our internal associates.

Darrell brings to TIAA an outstanding record of digital transformation, innovation and delivery, having developed technology strategy, delivered transformational initiatives to achieve business outcomes, and enabled individual business lines to self-fund market-differentiating capabilities as a result of efficiency gains. He joined TIAA from Fidelity, where he spent 22 years in IT roles of increasing responsibility and most recently served as the Head of Technology Strategy & Planning.  His notable accomplishments include establishing and implementing the enterprise-wide strategic direction for the IT organization, including the shift of $700 million of expense out of the existing IT cost base; leading the delivery of customer-oriented, integrated platforms and experiences across all areas of the company, while working closely with Fidelity’s executive leadership team.

Prior to joining Fidelity, Darrell worked at Keane, Inc., as a consultant and JR Medical Search as a programmer/analyst, he holds a BA in Computer Science with a minor in Mathematics from Villanova University.  Darrell has been an active mentor in the Women’s Unlimited LEAD program and is a member of the advisory boards of the University of New Hampshire’s College of Engineering & Physical Sciences, SCRUM.ORG, and the Waterville Valley Foundation, and is also the Treasurer of the Waterville Valley Historical Society.

Julia Bardmesser

Senior vice president, head of data, architecture and salesforce development

Voya Financial

Julia Bardmesser is Senior Vice President, Head of Data, Architecture and Salesforce Development at Voya. In her role Julia is leading the transformation of Voya's enterprise assets in Data, Architecture and Salesforce to increase agility and speed to market by eliminating redundant data silos and consolidating and automating data processes to deliver key insights from proprietary data; and to reduce costs through re-use and infrastructure simplification.

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, 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.  

Keith Lubell

Chief technology officer

BERKERY NOYES

Keith Lubell is CTO at Berkery Noyes. Since 2002, Keith has been developing an application and database of the Mergers and Acquisitions marketplace, encompassing more than 47,000 transactions and 123,000 companies in the software and information industry, including a toolset to understand business models and identify short and long-term trends. Prior to Berkery Noyes, Keith worked as Director of Application Development at Valinor – Ikon Office Solutions, where he obtained certifications as a Microsoft Certified Solution Developer, Microsoft Certified System Engineer and Microsoft Certified Trainer. 
 

Kevin Welch

MD workforce transformation & shared services

Brown Brothers Harriman

Kevin Welch is responsible for the Workforce Transformation & Shared Services disciplines within BBH Investor Services.  In this role, Mr. Welch manages a process engineering team that identifies and implements business and technology solutions with the goal of constantly improving the services BBH offers to our clients.   He is also responsible for developing and executing our globalization plan, operational strategy and relationships with outsourcing partners. 

Mr. Welch joined BBH in 2004 and previously served as the Head of Service Delivery and the Head of Custody, Markets and Client Service in Krakow.  He was instrumental in establishing the Krakow office. Mr. Welch began his tenure at BBH in Boston within Corporate Actions, and later became the department head for the division.

Mr. Welch has a Bachelor of Arts degree in Political Science and History from the University of Massachusetts at Amherst. 

19:0019:30

Reserved Session - Thurs 10th PM
2:00-2:30am (ET)/ 2:00-2:30pm (HKT)

19:00 - 19:30

20:0021:00

WatersTechnology BIG virtual global quiz
03:00-04:00pm (ET)/ 03:00-04:00am (HKT)

20:00 - 21:00

This is an opportunity to get to connect with your industry colleagues in an informal setting. BYOD is optional. The quiz will include questions on general knowledge topics, pop culture and just a bit of industry trends. Come ready to win, the prize is a contribution to the winner’s charity of choice. Please note spaces are limited so please RSVP to attend the quiz.

All sessions displayed below are in BST, please see the individual session to find your correct timezone.

03:0003:30

Friday, September 11

03:00 - 03:30

03:0003:30

Reserved session - Friday 11th AM
10:00-10:30pm(ET) / 10:00-10:30am(HKT)

03:00 - 03:30

04:0004:40

Blue sky thinking exchange: What is the next big thing for technology? Asia ed.
11:00-11:40pm(ET) / 11:00-11:40am(HKT)

04:00 - 04:30

Guests technology thought-leaders to chair the session and invite members of the audience to brainstorm and think outside the box. The aim of the session is for the audience to engage in an informal knowledge exchange where free flow of ideas is highly encouraged.

Sumit Kumar

APAC GM IT Trade Execution Technology

Credit Suisse

Elvie Lahournere

Director of Digital & Innovation

NATIXIS

Elvie Lahournere is Director, Digital & Innovation, Asia Pacific at Natixis as part of the bank’s move towards digitalisation in the pursuit of creating high value-added solutions for its clients.

In this role, Elvie is responsible for promoting and facilitating the Digital and Innovation Strategy across the APAC platform and the bank globally.

After 12 years of experience across Asia and Europe, with expertise in operational, and strategy development across different industries, Elvie has held senior roles with several technology and strategy businesses based in China such as Alten, and most recently Roland Berger.

Elvie also developed her deep knowledge and network within the technology landscape in China as the co-founder and board member of French Tech Hong Kong.

Kirill Petropavlov

Director, AI innovation

Bank of Singapore

Kelvin Tan

Innovation for treasury & markets, technology & operations

DBS Bank

I am currently leading Innovation for Treasury & Markets at DBS Bank, Technology & Operations group.

Previously, I was head of FinTech & Data at Singapore Exchange Limited (SGX), Technology group. In the area of FinTech, I led SGX's efforts in various proof of concepts involving blockchain and machine learning, represented SGX in several of Singapore's SMART nation initiatives such as project Ubin, and drove the internal innovation program. As for Data, I led the successful transformation of SGX into a data-driven organization by executing the enterprise data strategy so as to extract maximum value from SGX's data assets. I re-architected the data infrastructure to centralize all the business data within a high performance data warehouse. I then managed all the data within the data warehouse to ensure data quality and accuracy for downstream applications and consumers. I also introduced new concepts such as integrated applications, data democracy and distributed sandboxes. Finally, I instituted a data science practice to leverage machine learning, quantitative finance, advanced data analytics and real-time data visualization.

Before transferring to technology, I was head of Data & Analytics at SGX Derivatives business unit where I had supported the growth of SGX’s derivatives business by providing the sales and product managers with data insights to make better informed decisions. I also designed and developed a major application to streamline much of a critical business workflow to improve the productivity and efficiency. I also led SGX’s efforts in areas such as data visualisation, gamification, automation, quantitative finance and research in market microstructure and high frequency trading.

Prior to joining the financial industry, I was an engineer in the virtual reality industry. 

05:0005:30

Virtual coffee meetup - Friday 11th AM
12:00-2:30am (ET)/ 12:00-02:30pm (HKT)

05:00 - 05:30

09:0009:45

Driving regulatory compliance under the “new normal”
04:00-04:45am (ET)/ 04:00-04:45pm (HKT)

09:00 - 09:05

  • How will COVID-19 shape global regulations – particularly operational resiliency, third-party dependency and business continuity plans?
  • Examine the growth of Regtech vendors and outsourcing of regulatory surveillance and reporting
  • Outsourcing and privacy – there is a dilemma in providing best solutions while complying with privacy rules?
  • Technology cannot solve every issue - what should all sides be doing to reduce the cost and time burden of regulatory compliance?
  • How does the panel see Regtech evolving?
Welcome Chan

Head of technology risk management

Industrial and Commercial Bank of China (Asia) Limited (ICBC (Asia))

Welcome Chan is the Head of Technology Risk Management of the Industrial and Commercial Bank of China (Asia) Limited (ICBC(Asia)).  With his capacity, he is responsible for ensuring the ICBC(Asia)’s information security policies, technology risk matters to ensure the adherence of regulatory and compliance requirements.  He also plays a key role on information and cyber security risk matters of the bank and provides security advises to businesses, projects, IT infrastructure and application reviews to alleviate the potential security risks.  Prior to joining the ICBC(Asia), he was the Security Manager of CMB Wing Lung Bank, Assistant Vice President of IT Security of China CITIC Bank International, the Information Security Manager of Bank of Communications, Hong Kong Branch, and had held different IT audit management and Security roles of listed companies and manufacturing enterprises.

Welcome holds an MBA degree from the Hong Kong University of Science Technology (HKUST), and a Bachelor Degree of Electronic and Communications Engineering from The University of Hong Kong.  Welcome is also a qualification holder of CISA, CISM, CISSP, CSSLP, CGEIT, CRISC, CCNP, CREST CPSA, CRT and IRCA ISO27001 ISMS Lead Auditor.

11:0012:00

Live pitch tank - Start-up demos: Discovering innovation across the globe
06:00-07:00am (ET)/ 06:00-07:00pm (HKT)

11:00 - 12:00

4 start-up CEOs and Founders discuss how they are transforming the industry by standardising workflows and automating secondary tasks. Uncover the newest offerings from wherever you are in the world.

12:0014:00

Virtual coffee meetup - Friday 11th PM
07:00-09:00am (ET)/ 07:00-09:00pm (HKT)

12:00 - 14:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

14:0014:45

AI expert's panel: How is AI accelerating business processes and driving decision-making during COVID-19?
09:00-09:45am (ET)/ 09:00-09:45pm (HKT)

09:00 - 09:05

This session will assess the top uses of AI and ML. Leading academics and subject matter experts from key industry sectors will delve into the benefits of AI and ML and how it has been used under COVID-19, helping experts navigate through the pandemic and drive decision-making. Guest speakers will also highlight AI capabilities that have been applied in other industries and how these can be used in capital markets.

15:0015:40

The Thinking Lab – Interactive group discussions Sharing practical applications of AI and ML: A global conversation
10:00-10:40am (ET)/ 10:00-10:40pm (HKT)

09:00 - 09:05

Experts from across the world unite to share best practice and knowledge on what are the best ways to maximise the use of AI and ML. During this interactive solution-centric session, attendees can pick a sub-topic and a chat room will be hosted by an industry leader. The aim of the session is to connect with likeminded professionals and exchange knowledge in an informal setting. Each session has 3 pre-prepared questions to start off the discussion. Three sub-topics at the heart of the global initiative to harness the power of AI and ML will be discussed.

  • Exploring how AI is being used to better trade equities
  • Capitalising on AI and ML to deliver top-line growth
  • Assess and process of data and the security issue

16:0016:30

Reserved session - Fri 11th
11:00am-11:30am (ET)/ 11:00-11:30pm (HKT)

16:00 - 16:30

17:0019:00

Virtual coffee meetup - Fri 11th
12:00-02:00pm(ET) / 12:00-02:00am(HKT)

17:00 - 19:00

19:0019:45

Blue sky thinking exchange: What is the next big thing for technology?
02:00-02:45pm (ET)/ 02:00-02:45am (HKT)

19:00 - 19:05

Guests technology thought-leaders to chair the session and invite members of the audience to brainstorm and think outside the box. The aim of the session is for the audience to engage in an informal knowledge exchange where free flow of ideas is highly encouraged.

All sessions displayed below are in BST, please see the individual session to find your correct timezone.

03:0003:30

Monday September 14

03:00 - 03:30

03:0003:30

Reserved session - Mon 14th AM
10:00-10:30pm(ET) / 10:00-10:30am(HKT)

03:00 - 03:30

04:0004:30

How to minimise technical debt in applying AI, ML and data science?
11:00-11:30pm(ET) / 11:00-11:30am(HKT)

09:00 - 09:05

  • In the eyes of a data scientist, what is the newest biggest source of technical debt for the IT industry?
  • Where does ML go bad?
  • Operationalising AI – do’s and don’ts
Peili Chang

CDO and P&C chief actuary

AXA Philippines

Peili is a multi-lingual (hyper-polyglot) and inter-culturally experienced senior executive in the insurance industry. He is currently the Chief Data Officer of AXA Philippines but also Chief Actuary for their P&C Business, in charge to lead the data driven transformation of the company while leading the actuarial functions.

Prior to that, Peili was Chief Technical Officer / Chief Actuary & Underwriting in AXA Philippines (2016-2017) and AXA Indonesia (2012-2015), with supervision on actuarial & data analytics, product development, underwriting and claims management at different time. He managed various teams with very different profiles: geographically, culturally and functionally.

Peili started his career in France as Life Actuary in Allianz (internships) and AXA, before moving to P&C insurance as reinsurance Actuary. In total, he has a 15 year experience mainly in operational roles across mature and emerging markets, serving both Retail and Corporate customer segments with life and non-life insurance.

Peili was born in China, raised up there before migrating to France at the age of 13 to join his parents. He is a typical economic migrant from grassroots, worked outside school time in his parents' restaurant and McDonald's to support the family. As such, he is a highly adaptable leader with skills and experience on Data Analytics & Visualizations, Financial Modelling, Digital Innovation and People Management.

His accomplishments in the past includes the launch of first reverse mortgage insurance and first index based insurance in France (2008), the set-up of a bancassurance joint-venture in Indonesia (2012-2015) with positive P&L after 3 years, the initiation of an organizational and digital transformation of a half century old claims organization in the Philippines (2016-2017).

David Hardoon

Senior advisor for data and artificial intelligence

UnionBank of the Philippines

05:0005:30

Virtual coffee meetup - Mon 14th AM
12:00-2:30am (ET)/ 12:00-02:30pm (HKT)

05:00 - 05:30

09:0010:00

Practical case study: capitalising on big data and adapting to changing market conditions post-pandemic
04:00-05:00am (ET)/ 04:00-05:00pm (HKT)

15:00 - 15:05

Subject-matter experts share practical advise on lessons learnt post-pandemic.

10:3011:00

Applying ESG integration: discovering the impact, criteria and strategies to maximise its use
10:00-10:30am (ET)/ 10:00-10:30pm (HKT)

15:00 - 15:30

  • How ESG investing is lowering risks?
  • How can ESG facilitate increase in investment?
  • What are the regulatory considerations?  
Mike Chen

Director Portfolio Management

PanAgora Asset Management

Mike Chen, Ph.D.

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.

11:0013:00

Virtual coffee meetup - Mon 14th PM
06:00-08:00am (ET)/ 06:00-08:00pm (HKT)

11:00 - 13:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

14:0014:45

Real-world data governance: now & next
09:00-09:45am (ET)/ 09:00-09:45pm (HKT)

09:00 - 09:05

  • How can organisations ensure consistent and trustworthy information?
  • Devising the principle framework, data dictionaries, tools and data integrity
  • Full-cycle of data – from monetization of data to archiving, and linkage between data management and records management. How do you manage your data residency in various jurisdictions while remaining compliant with global data protection laws?
  • What does the future of data governance hold?
John Bottega

President

EDM Council

John Bottega is a senior strategy and data management executive with more than 30 years of experience in the industry.  As the former Chief Data Officer at Bank of America, John was responsible for driving the enterprise data management strategy for the firm.  This included championing the data management policy and standards, establishing and operationalizing data governance, working with technology to define the data platform, infrastructure and tool simplification, and supporting the bank's data scientist team in their efforts to drive improved information analytics.


Before coming to Bank of America John was the Chief Data Officer for the Federal Reserve Bank of New York (FRBNY) where he worked with domestic and foreign regulators on financial sector data management and data quality.  While at FRBNY, John led the effort to define and establish a new international data standard known as the LEI (Legal Entity Identifier), a global standard for unique organizational identification, key to enabling and strengthening system risk analysis in support of global financial stability.  During his time at FRBNY, Bottega also served as a Senior Advisor to the Director of the Office of Financial Research (OFR), an agency established by the Dodd-Frank Act within the US Department of the Treasury, responsible for analysis and monitoring of industry-wide systemic risk.  

Prior to joining the Federal Reserve Bank, Bottega was Chief Data Officer for Citigroup's Corporate and Investment Banking group where he defined their data management improvement strategy and roadmap. While working with Citigroup he led an effort that reduced the bank’s BASEL capital risk exposure through improved data quality initiatives, and resulted in significant bottom line savings to the firm.  Prior to Citigroup, he worked for other financial institutions including Credit Suisse, Merrill Lynch and Lehman Brothers.


Bottega currently serves as the Executive Director of the Enterprise Data Management Council (EDMC) and is a member of the Executive Advisory Board of NewVantage Partners. 

Doris Brophy

Managing director data governance & standards, Americas

Société Générale

Doris Brophy joined Société Générale in 2016 as the Director of Data Governance & Standards for the Americas.  Prior to Société Générale, Doris had over 25 years in the Financial Services Industry on both the buy side and sell side.  Doris has an extensive Technology and Data Background. In her prior role at a large Asset Management organization, Doris served as Domain Executive for the Chief Data Office for the Business Products and Services Data Domain.  Doris has also held positions as CIO of a hedge fund, CIO of Debt Capital Markets at a large broker dealer and COO of Technology for Equity and Electronic Trading.  Doris began her career programming innovative market data solutions, complex options models, trading systems, and global networking solutions.  Doris was an early adopter and influencer of client server, SBA (Service Based Architecture) solutions, thin client, browser deployment and process re-engineering.

Doris Brophy earned her B.A. in Computer Science and Economics with a concentration in Mathematics from Hiram College.  She studied graduate Economics at Rutgers university and was a judge for the MIT Sloan School of Business CIO of the year award from 2009 through 2016.

 

Julia Bardmesser

Senior vice president, head of data, architecture and salesforce development

Voya Financial

Julia Bardmesser is Senior Vice President, Head of Data, Architecture and Salesforce Development at Voya. In her role Julia is leading the transformation of Voya's enterprise assets in Data, Architecture and Salesforce to increase agility and speed to market by eliminating redundant data silos and consolidating and automating data processes to deliver key insights from proprietary data; and to reduce costs through re-use and infrastructure simplification.

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, 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.  

Kate Taylor

Executive director, data governance

Morgan Stanley

16:0016:30

Demystifying data: boosting the power of the cloud for crunching big data
11:00am-11:30am (ET)/ 11:00-11:30pm (HKT)

17:00 - 17:05

  • How to succeed in a data-driven world?
  • How is cloud accelerating decision-making?
  • How to bridge the gap between big data and big strategy?

19:0019:30

Reserved session - Mon 14th
02:00-02:30pm (ET)/ 02:00-02:30am (HKT)

19:00 - 19:30

20:0022:00

Virtual coffee meetup - Mon 14th
03:00-05:00pm (ET)/ 03:00-05:00am (HKT)

20:00 - 22:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

All sessions displayed below are in BST, please see the individual session to find your correct timezone.

03:0003:30

Tuesday September 15

03:00 - 03:30

03:0003:30

Reserved session - Tues 15th AM
10:00-10:30pm(ET) / 10:00-10:30am(HKT)

03:00 - 03:30

04:0004:30

Case Study: Managing your data: achieving data ethics, privacy and trust
11:00-11:30pm(ET) / 11:00-11:30am(HKT)

09:00 - 09:05

  • What is data governance and what it isn’t?
  • Understanding the fundamentals of a well-established model
  • The role of ethics, privacy and security in best approaches
  • How to manage massive data?
  • What should be connection between data analytics and governance?
Gary Yiu

Head of IT audit

Bank of China (Hong Kong)

05:0007:00

Virtual coffee meetup - Tues 15th AM
12:00-2:00am (ET)/ 12:00-02:00pm (HKT)

12:00 - 14:00

09:0009:40

All things data: how to unlock the potential
04:00-04:40am (ET)/ 04:00-04:40pm (HKT)

16:00 - 16:05

Data analysts and leading experts chair the session and invite members of the audience to brainstorm and think outside the box. The aim of the session is for the audience to engage in an informal knowledge exchange where free flow of ideas is highly encouraged. The session will discuss data management trends, how to better utilise datasets to generate alpha, how to develop better practices and what is the next big thing in data analytics.

10:3011:00

Data management insights: developing better controls and practices
05:30-06:00am (ET)/ 05:30-06:00pm (HKT)

10:30 - 11:00

  • Build versus buy – building a massive in-house infrastructure or purchasing through a vendor?
  • How are you dealing with data inaccuracies and deficiencies?
  • Consolidating and centralizing data that is located on many servers and in different departments
  • Data monitoring in real-time for reliable production data
  • Modernization of data storage and warehousing

11:0013:00

Virtual coffee meetup - Tues 15th PM
06:00-08:00am (ET)/ 06:00-08:00pm (HKT)

11:00 - 13:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

14:0014:30

Game-changing analytics: combining behavioural science with analytics to create a more data-driven decision-making organization
09:00-09:30am (ET)/ 09:00-09:30pm (HKT)

09:00 - 09:05

  • Exploring the next generation of data analytics
  • How to set up the right analytics initiatives?
  • Generating actionable insights and defining and measuring success
  • How can analytics drive effective decision-making and enhance efficiency?
  • Assessing real-life examples of application of behavioural science
Imrankhan Mulla

Global Head of GIA analytics & insights

UBS

Imrankhan is an experienced leader, with a decade and half of experience building analytics practices and leading large-scale global strategic initiatives with organizations such as UBS, JPMC, Exxon, FDIC, and SIPC. As a founding member of UBS GIA's data analytics group, he has helped the department set up an industry leading analytics practice (rated by external consulting firm Deloitte as a top tier analytics practice among all banking peers). In his six years at UBS, he has developed high impact analytics, including presenting analytics driven insights to the chairman of the board, Americas CEO/COO. He brings in the ability to not only drive the vision for a data analytics driven organization but also the ability to execute and transform the organization strategically while delivering high impact results along the way to create buy-in from most senior to lowest levels of the organization.

16:0016:45

Why data standards matter: a 360 overview
11:00am-11:45am (ET)/ 11:00-11:45pm (HKT)

09:00 - 09:05

  • How have data standards evolved?
  • How do data standards impact business transformation?
  • How can data help innovate business processes?
  • Why is a flexible and adaptive approach important?
Rick Aiere

Consultant for chief data architect, enterprise data management

NYU

Rick Aiere is a strategic solutions-focused executive and trusted C-level advisor, with over 25 years of experience in data management and data strategy. He is currently engaged in an initiative as a consultant advising on MDM and Data Governance for the Chief Data Officer at NYU where he is helping with implementation of authoritative data sourcing methodology. In addition, Rick provides data management advisory services to financial institutions with a focus on reference data management, AML and CCAR.  Prior to his current engagement, Rick has produced results for high-growth Fortune 500 companies such as AIG, Credit Suisse and Goldman Sachs.

Ellen Gentile

VP, data quality manager & data steward

Sumitomo Mitsui

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.

 

 

17:0019:00

Virtual coffee meetup - Tues 15th PM
12:00-2:00pm (ET)/ 12:00-2:00am (HKT)

17:00 - 19:00

19:0019:30

Reserved session - Tues 15th
02:00-02:30pm (ET)/ 02:00-02:30am (HKT)

19:00 - 19:30

All sessions displayed below are in BST, please see the individual session to find your correct timezone.

03:0003:40

Wednesday September 16

09:00 - 09:05

03:0003:40

How to get the most value from alternative data?
10:00-10:40pm(ET) / 10:00-10:40am(HKT)

08:00 - 08:05

  • Knowing your data source and identify usable information
  • Leveraging Natural Language Processing, machine learning and deep learning in data analytics structure
  • Empowering predictive intelligence in business decision-making process and how does it work?

04:0004:30

Reserved session - Wed 16th AM
11:00-11:30pm(ET) / 11:00-11:30am(HKT)

04:00 - 04:30

05:0007:00

Virtual coffee meetup - Wed 16th AM
12:00-2:00am (ET)/ 12:00-02:00pm (HKT)

05:00 - 07:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

09:0009:40

How the modern cloud is changing the data game
04:00-04:40am (ET)/ 04:00-04:40pm (HKT)

09:00 - 09:05

  • A closer look at how to access data from the cloud: impacts on accessibility, quality, security and time to market
  • What are the new ways to leverage real-time data and tech advancement in cloud?
  • The regulatory considerations on cloud security and the implications of GDPR
  • Guiding principles on building data warehouses in cloud
  • How to manage the data over cloud and mitigate risks
Melecio G. Valerio Jr.

Head of enterprise data management

FWD Life Insurance

Currently the Head of Enterprise Data Management for FWD Life Insurance Philippines focusing on Data Governance, Data Architecture and Data Visualization. Has more than 6 years of Data Governance experience. Has piloted a Data Warehouse application in Maybank Philippines and developed various data models in consolidating multiple  source systems to generate single source of data while establishing Data Stewardship council which focuses on addressing Data quality related issues. Previously worked in QBE Philippines who  successfully strengthened the team's capability in establishing a Data Center of excellence across all Divisions focusing on data quality, Meta data, Reference and Master data management.

10:0010:50

The Knowledge Lab – Interactive group discussions
05:00-05:50am (ET)/ 05:00-05:50pm (HKT)

16:30 - 16:35

During this interactive solution-centric session, attendees can pick a topic and a chat room hosted by an industry leader. You are invited to take part in discussions aimed at addressing topics in more detail and off-the-record.  The aim of the session is to connect with likeminded professionals and exchange knowledge in an informal setting. Each session has 3 pre-prepared questions to start off the discussion.

Gunjan Gupta

Head of enterprise data

Barclays

Gunjan has 16+ years of experience in the areas of Data & Analytics in the BFSI (Banking, Financial Services, Insurance) industries across US, Europe, and APAC.  She has successfully led, jumpstarted, and scaled up Data & Analytics teams for organizations such as HSBC, Fidelity Investments, Genworth Financial, and Bajaj Allianz Insurance.  She is a data evangelist and has delivered several business use-cases that harnessed and monetized data for organizations.  She is well-versed with the complexity of managing Big Data challenges in terms of the 5Vs (volume, velocity, variety, veracity, and value).  In her current role, Gunjan is executing on a firm wide data management strategy to enable the use of data as an asset by focusing on areas of data quality, lineage, golden source etc.  Gunjan holds a Bachelor’s degree in Mathematics and has earned a MBA in the areas of IT, ecommerce, and supply chain management.  She is a regular speaker and contributor at industry forums and events.

12:0014:00

Virtual coffee meetup - Wed 16th PM
07:00-09:00am (ET)/ 07:00-09:00pm (HKT)

12:00 - 14:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

14:0014:45

Open debate: Leveraging alternative datasets to generate alpha: is it cost effective?
09:00-09:45am (ET)/ 09:00-09:45pm (HKT)

15:00 - 15:05

This session will explore the alternative data boom, how useful are alternative datasets when seeking to generate alpha, analysing alternative data, taking into consideration correlations and why some believe is not a cost-effective solution. Two experts from buy-side firms will join this session and explain why they are in favour or against leveraging alternative data sets.

16:0017:00

The Knowledge Lab – Interactive group discussions - Wed Sept 16
11:00am-12:00pm (ET)/ 11:00pm-12:00am (HKT)

16:00 - 17:00

During this interactive solution-centric session, attendees can pick a topic and a chat room hosted by an industry leader. You are invited to take part in discussions aimed at addressing topics in more detail and off-the-record.  The aim of the session is to connect with likeminded professionals and exchange knowledge in an informal setting. Each session has 3 pre-prepared questions to start off the discussion.

Group 1 – Building an effective pandemic proof data strategy

Nagaraja Kumar Deevi, Managing partner & senior advisor, DEEVI Advisory & Research Studies

Group 2 – Data management in the age of AI and ML: assessing the ethical complexities

John Bottega, executive director, EDM Council

Group 3 – Exploring the uses of alternative data under COVID-19

Group 4 – Discussing the key challenges of today’s data pricing

Group 5 – Data mining trends and exploring the benefits of outsourcing data processing

John Bottega

President

EDM Council

John Bottega is a senior strategy and data management executive with more than 30 years of experience in the industry.  As the former Chief Data Officer at Bank of America, John was responsible for driving the enterprise data management strategy for the firm.  This included championing the data management policy and standards, establishing and operationalizing data governance, working with technology to define the data platform, infrastructure and tool simplification, and supporting the bank's data scientist team in their efforts to drive improved information analytics.


Before coming to Bank of America John was the Chief Data Officer for the Federal Reserve Bank of New York (FRBNY) where he worked with domestic and foreign regulators on financial sector data management and data quality.  While at FRBNY, John led the effort to define and establish a new international data standard known as the LEI (Legal Entity Identifier), a global standard for unique organizational identification, key to enabling and strengthening system risk analysis in support of global financial stability.  During his time at FRBNY, Bottega also served as a Senior Advisor to the Director of the Office of Financial Research (OFR), an agency established by the Dodd-Frank Act within the US Department of the Treasury, responsible for analysis and monitoring of industry-wide systemic risk.  

Prior to joining the Federal Reserve Bank, Bottega was Chief Data Officer for Citigroup's Corporate and Investment Banking group where he defined their data management improvement strategy and roadmap. While working with Citigroup he led an effort that reduced the bank’s BASEL capital risk exposure through improved data quality initiatives, and resulted in significant bottom line savings to the firm.  Prior to Citigroup, he worked for other financial institutions including Credit Suisse, Merrill Lynch and Lehman Brothers.


Bottega currently serves as the Executive Director of the Enterprise Data Management Council (EDMC) and is a member of the Executive Advisory Board of NewVantage Partners. 

Nagaraja Kumar Deevi

Managing partner & senior advisor

DEEVI Advisory & Research Studies

Nagaraja Kumar Deevi is senior strategic executive with over two decades of Leadership experience advising Global Banking & Financial Institutions. He is Senior Advisor to number of companies. NAG is specialized in Digital Transformation, Banking regulations, Regulatory Policy & Affairs and Enterprise wide Strategic Risk initiatives. Designed and developed Enterprise Risk Governance Framework aligned with firm-wide Corporate strategy, setting high level Regulatory Policy, Risk Appetite Statement, Recovery, and Resolution Planning (RRP)/Living Wills, Culture, Conduct & Reputational Risk ad Cyber Risk. NAG works closely with Academia, as mentor, publish Research papers and has advanced management studies from Harvard, Columbia, NYU, Kellogg and MIT.

17:0019:00

Virtual coffee meetup - Wed 16th PM
12:00pm-02:00pm (ET)/ 12:00pm-02:00am (HKT)

17:00 - 19:00

19:0021:00

Reserved session - Wed 16th
02:00-04:30pm (ET)/ 02:00-04:30am (HKT)

19:00 - 21:00

All sessions displayed below are in BST, please see the individual session to find your correct timezone.

03:0003:30

Friday September 18

03:00 - 03:30

03:0003:30

Reserved session - Fri 18th AM
10:00-10:30pm(ET) / 10:00-10:30am(HKT)

03:00 - 03:30

04:0004:45

Leadership panel: Unifying IT & data functions for next-generation operating models
11:00-11:45pm(ET) / 11:00-11:45am(HKT)

09:00 - 09:05

  • Who owns the data in the firm?
  • A close look at how firms access, process and analysing data
  • Scenario debates: Who is responsible for making the decision and how can that be explained to top management?
  • Incubating the data-driven culture from top to down
Patrick Khong

CDO, retail banking & wealth management, Asia Pacific

HSBC

Elvie Lahournere

Director of digital & innovation, Asia Pacific

NATIXIS

Elvie Lahournere is Director, Digital & Innovation, Asia Pacific at Natixis as part of the bank’s move towards digitalisation in the pursuit of creating high value-added solutions for its clients. In this role, Elvie is responsible for promoting and facilitating the Digital and Innovation Strategy across the APAC platform and the bank globally. After 12 years of experience across Asia and Europe, with expertise in operational, and strategy development across different industries, Elvie has held senior roles with several technology and strategy businesses based in China such as Alten, and most recently Roland Berger. Elvie also developed her deep knowledge and network within the technology landscape in China as the co-founder and board member of French Tech Hong Kong.

05:0007:00

Virtual coffee meetup - Fri 18th AM
12:00-2:00am (ET)/ 12:00-02:00pm (HKT)

05:00 - 07:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests

09:0009:30

10:0010:30

Keynote interview: managing change in the age of digital everything
05:00-05:30am (ET)/ 05:00-05:30pm (HKT)

08:00 - 08:05

A leading executive reflects on how to stay ahead of the curve in the wake of pandemics and disruptive technologies. The session will focus on strategies to lead business culture change whilst setting a trajectory to a successful digital future.

11:0013:00

Virtual coffee meetup - Fri 18th PM
06:00-08:00am (ET)/ 06:00-08:00pm (HKT)

11:00 - 13:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

14:0014:45

Outlook 2020: exploring strategic approaches to managing real-world scenarios
09:00-09:45am (ET)/ 09:00-09:45pm (HKT)

14:00 - 14:45

  • How has the turbulent state of international politics affected the industry?
  • How have you reacted to industry pressures to reduce costs? How have you driven down costs but not compromised your data?
  • How are you addressing siloed departments and lack of intercompany coordination?
  • Data pricing – monopoly on market data and the vicious circle of increasing fees. Is there such a thing as a list price?
David Wright

CDO, North America

Commerzbank

David Wright has led financial services and market data strategy across process, technology, and people to advance data management practices for nearly 20 years. Over his career, he has been surrounded by data, data analytics and system architecture which are the pinnacle to materializing proper enterprise data management and strategy. Currently, as Chief Data Officer for Commerzbank NA, David leads the data strategy for North America including alignment with the Enterprise Chief Data Office to improve data integrity, gain operating efficiencies, and transform data to enable insight. Previously, David led a global team boosting the data governance ecosystem including the principal framework, data dictionaries, tools, and data integrity to enable strategic data management practices across all S&P Global Ratings key domains. And, while a part of JPMorgan Chase, David grew the Reference Data Chief Data Office as part of the developing enterprise CDO functions.  He also enabled data management strategy while leading enterprise finance initiatives including global ledger platform and functional consolidations including related corresponding logical and physical data model development

Andrew Foster

CDO - Americas

Deutsche Bank

Michael Ruttledge

CIO and head of technology services

Citizens Bank

16:0016:30

Virtual briefing: Bridging the talent pool gap: thinking outside the box
11:00am-11:30am (ET)/ 11:00-11:30pm (HKT)

08:00 - 08:05

  • Looking outside the traditional talent pools
  • Developing an action plan to tackle the talent gap
  • Discovering the pathway towards inclusive recruitment
  • What are the vital skills needed to succeed in capital markets?

17:0017:30

Reserved session - Fri 18th eve
12:00-12:30pm (ET)/ 12:00-12:30am (HKT)

17:00 - 17:30

20:0021:00

Virtual 'Happy Hour' meetup
03:00-04:00pm (ET)/ 03:00-04:00am (HKT)

20:00 - 21:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

All sessions displayed below are in BST, please see the individual session to find your correct timezone.

03:0003:30

Monday September 21

03:00 - 03:30

03:0003:30

Reserved session - Mon 21 AM
10:00-10:30pm(ET) / 10:00-10:30am(HKT)

03:00 - 03:30

04:0004:45

Masterclass: Assessing the challenges of the LIBOR transition and latest updates
11:00-11:45pm(ET) / 11:00-11:45am(HKT)

08:00 - 08:05

05:0005:30

Virtual coffee meetup - Mon 21 AM
12:00-12:30am (ET)/ 12:00-12:30pm (HKT)

05:00 - 05:30

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

09:0009:45

Diversity & inclusion in the world of tech and data leadership
04:00-04:45am (ET)/ 04:00-04:45pm (HKT)

08:00 - 08:05

  • How are you shaping the tech and data vision within the firm?
  • Have you encountered any data bias? If so – what are your thoughts?
  • What are good initiatives to develop a diverse workforce, especially in unbalanced teams (e.g. developers)?
  • Innovations in mentorship: how to train up the next generation of female leaders?
Gunjan Gupta

Head of enterprise data

Barclays

Gunjan has 16+ years of experience in the areas of Data & Analytics in the BFSI (Banking, Financial Services, Insurance) industries across US, Europe, and APAC.  She has successfully led, jumpstarted, and scaled up Data & Analytics teams for organizations such as HSBC, Fidelity Investments, Genworth Financial, and Bajaj Allianz Insurance.  She is a data evangelist and has delivered several business use-cases that harnessed and monetized data for organizations.  She is well-versed with the complexity of managing Big Data challenges in terms of the 5Vs (volume, velocity, variety, veracity, and value).  In her current role, Gunjan is executing on a firm wide data management strategy to enable the use of data as an asset by focusing on areas of data quality, lineage, golden source etc.  Gunjan holds a Bachelor’s degree in Mathematics and has earned a MBA in the areas of IT, ecommerce, and supply chain management.  She is a regular speaker and contributor at industry forums and events.

Medhy Souidi

Head of fintech & startup Xchange

DBS BANK

Medhy Souidi is the Head of FinTech and  the Startup Xchange programme of DBS Hong Kong. Medhy is co-chair of the FinTech Association of Hong Kong’s Blockchain committee, and was named by global FinTech hub LATTICE80 as one of 50 top FinTech influencers, and by Whub as one of the Startup and FinTech influencers.

Prior to joining DBS, Medhy was a Senior Project Manager at Privé Technologies. He has also held senior positions at financial and technology companies and institutions in France, Canada and Hong Kong.

10:3011:15

Diversity & inclusion follow up live discussion
05:30-06:15am (ET)/ 05:30-06:15pm (HKT)

10:30 - 11:15

During this interactive session attendees will be able to ask questions to a panel of experts and voice opinions on how to develop a better D&I strategy. This open discussion will be held under Chatham House Rule, to encourage open debate on challenges to build and/or improve data strategies.

12:0014:00

Virtual coffee meetup - Mon 21 PM
07:00-09:00am (ET)/ 07:00-09:00pm (HKT)

12:00 - 14:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

14:0014:30

Masterclass: The ultimate guide to navigate the latest regulatory changes
09:00-09:30am (ET)/ 09:00-09:30pm (HKT)

08:00 - 08:05

  • What practical steps have you devised, and now follow, to adhere to new and changing regulation?
  • How do you ensure you comply with government audits standards and compliance rules?
  • How do you manage requirements for CCAR, AML/KYC, SFTR, GDPR and CCPA?

15:0016:00

Masterclass: Assessing the challenges of the LIBOR transition and latest updates
11:00-11:45pm(ET) / 11:00-11:45am(HKT)

08:00 - 08:05

17:0019:00

Virtual coffee meeting - Mon 21
12:00pm-02:00pm (ET)/ 12:00pm-02:00am (HKT)

17:00 - 19:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

19:0019:30

Data pricing: is regulation for market transparency achievable?
02:00-02:30pm (ET)/ 02:00-02:30am (HKT)

19:00 - 19:30

  • Soaring data costs have led to stock exchanges locked in battle with their customers - how is the industry lobbying for fair market data fees?
  • Catch 22: why isn’t better public data available, vital information to enable companies to meet regulatory requirements?
  • Europe’s sweeping markets legislation Mifid II - designed to inject transparency into equities trading but hasn’t delivered in reducing data costs. Why?

20:0020:40

Regulatory changes follow up live discussion
03:00-03:40pm (ET)/ 03:00-03:40am (HKT)

16:00 - 16:05

During this interactive session attendees will be able to ask questions to a panel of experts and voice opinions on how to develop a better strategy to navigate the latest regulatory changes. This open discussion will be held under Chatham House Rule, to encourage open debate on challenges to build and/or improve data strategies.

21:0021:30

Reserved session - Mon 21 eve
04:00-04:30pm (ET)/ 04:00-04:30am (HKT)

21:00 - 21:30

All sessions displayed below are in BST, please see the individual session to find your correct timezone.

03:0003:30

Tuesday September 22

03:00 - 03:30

03:0003:30

Reserved session - Tues 22 AM
10:00-10:30pm(ET) / 10:00-10:30am(HKT)

03:00 - 03:30

04:0004:45

Top 5 tips to deliver operational efficiency and innovation - Asia ed.
11:00-11:45pm(ET) / 11:00-11:45am(HKT)

04:00 - 04:45

3 key experts deliver short-lightning presentations, focusing on key innovations they have implemented in their businesses whilst ensuring compliance. A moderated Q&A will follow the presentations.

  • Boosting innovation within a highly regulated industry
  • Balancing the challenges
  • Evaluating the regulatory considerations  

05:0007:00

Virtual coffee meetup - Tues 21 AM
12:00-2:00am (ET)/ 12:00-02:00pm (HKT)

05:00 - 07:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

09:0009:45

In the Post-COVID age: Making the best business case out of data and technology
04:00-04:45am (ET)/ 04:00-04:45pm (HKT)

09:00 - 09:05

  • How to identify business opportunities in the age of rapid change
  • A win-win scenario: what would be an ideal decision making process across business functions on digital investment?
  • How to strike the right balance between risk and innovation
  • How is pandemic shaping operations and work practices: an insider view on how Asia adapts and thrives with technologies and collaboration tools
  • Evolving your workforce: driving a culture of innovation
Andy Chun

Regional director - technology innovation

Prudential Corporation Asia

Andy Chun is a seasoned senior executive and a broad technologist with over 30 years of experience in a wide range of industries, including finance, insurance, health, transportation, and education. He is widely recognized as a top IT leader and an AI pioneer. Chun has a diverse background, achieving success in academia, industry, consulting, and start-up operations. Currently, he is with the global financial services group Prudential plc as the Regional Director of Technology Innovation for Asia. Chun provides leadership in the use of AI to improve customers’ health and wealth, and transform business. Chun is also an honorary Adjunct Professor at City University of Hong Kong, where he previously served as its Chief Information Officer and was an Associate Professor. Chun received numerous AI and ICT awards, including the HK CIO Award and the Top 5 Greater China CIO Award. He is also a senior advisor to the HK Government on AI and IT strategies. He is a Council Member of the Hong Kong Computer Society and serves as the Convenor for its AI Specialist Group, promoting AI and advising the Government on policies. Chun holds a Ph.D. in electrical engineering from the University of Illinois at Urbana-Champaign and attended executive MBA training at Boston University.

Ewan McAllan

Head of business design and innovation | GBM ASP CDO

HSBC Global Banking and Markets

Currently working as Head of Business Design and Innovation in HSBC GBM, developing practical solutions to support business growth and improvement, and also leading the GBM ASP Chief Data Office. The solutions lean on past experiences that have involved Data Management and Strategy, Data Quality, Change Management, MI and Analytics, and Risk Analytics.

I started life working as a musician which fed a lifelong interest in team interactions and dynamics, leadership, and culture.

Medhy Souidi

Head of fintech & startup Xchange

DBS BANK

Medhy Souidi is the Head of FinTech and  the Startup Xchange programme of DBS Hong Kong. Medhy is co-chair of the FinTech Association of Hong Kong’s Blockchain committee, and was named by global FinTech hub LATTICE80 as one of 50 top FinTech influencers, and by Whub as one of the Startup and FinTech influencers.

Prior to joining DBS, Medhy was a Senior Project Manager at Privé Technologies. He has also held senior positions at financial and technology companies and institutions in France, Canada and Hong Kong.

Guilhem Vincens

Head of change and innovation APAC

ABN AMRO Bank N.V.

Guilhem is a seasoned executive with 7 years in Fintech and 13 years in Banking. Passionate digital evangelist, he challenges status quo, fosters innovation, drives strategy and develops partnerships with the Fintech ecosystem. He has extensive knowledge in lean transformation, core banking and product & process digitalisation. He genuinely believes innovation can make life better for everyone. He spent most of his career in Europe in project management. He relocated to Singapore in 2015 and is now the Head of APAC Change Management & Innovation.

10:0010:30

How to fund innovation: Assessing a practical framework to support investment decisions
05:00-05:30am (ET)/ 05:00-05:30pm (HKT)

09:00 - 09:05

This session will discuss the process, challenges and opportunities when delivering innovation in the front office and back office and how to effectively support these decisions and justify the ROI.

11:0013:00

Virtual coffee meetup - Tues 22 pm
06:00-08:00am (ET)/ 06:00-08:00pm (HKT)

11:00 - 13:00

This is an opportunity to live-chat and to share your thoughts and views with like-minded professionals. Our AI powered meeting system will help you connect with attendees that have the same objectives and interests.

14:0014:30

Digital workshop: Leading with the LEI in digital strategies
09:00-09:30am (ET)/ 09:00-09:30pm (HKT)

14:00 - 14:30

Karla McKenna

Head of standards

GLEIF

Karla McKenna is an international standards specialist in the area of financial services. Ms. McKenna is the Head of Standards for the Global Legal Entity Identifier Foundation (GLEIF) for which she is responsible for facilitating the development and implementation of GLEIF standards and leveraging international standards from organizations such as the International Organization for Standardization (ISO) to maximize data quality and the operational integrity of the Global LEI System. Ms. McKenna chaired the International Organization for Standardization Technical Committee 68 (ISO/TC 68), Financial services, from 2006 to 2018 and continues work with the committee in the areas of standards interoperability, regulatory use of international standards and best practices for financial services standards. Ms. McKenna currently serves on the Board of XBRL International and is a member of the inaugural Board of the Eurofiling Foundation. Ms. McKenna is Immediate Past Chair of the Securities Market Practice Group (SMPG) and also has served on the Board of the International Securities Association for Institutional Trade Communication (ISITC) and the Accredited Standards Committee X9 (ASC X9).

 

15:0015:45

A disappearing talent pool: how do you attract a new workforce with the right skill set?
11:00-11:45pm(ET) / 11:00-11:45am(HKT)

15:00 - 15:05

  • How do you attract new talent to your firm?
  • What skills do new recruits need to acquire?
  • What are the skills that are in shortage?
  • What are the new programming needs?
  • What are the programmes that are tackling the skills gap?
Barry Raskin

Managing director

Jordan and Jordan

Tinsley Zhu

Analyst

BlackRock

Tinsley Zhu is a client solutions analyst at BlackRock. In her role, she provides strategic advisory and customized product solutions to help clients with issues related to performance attribution, risk analytics, portfolio construction, and quantitative modeling. Tinsley graduated from UC Berkeley in 2019 with double major in Industrial Engineering and Computer Science. Prior to BlackRock, she had internship experience across financial consulting, quantitative research, software engineering, and private equity, and side projects in personal investment and leadership facilitation.

16:0016:40

Top 5 tips to deliver operational efficiency and innovation
11:00am-11:40am (ET)/ 11:00-11:40pm (HKT)

09:00 - 09:05

3 key experts deliver short-lightning presentations, focusing on key innovations they have implemented in their businesses whilst ensuring compliance. A moderated Q&A will follow the presentations.

  • Boosting innovation within a highly regulated industry
  • Balancing the challenges
  • Evaluating the regulatory considerations

19:0019:30

Reserved session - Tues 22 eve
02:00-02:30pm (ET)/ 02:00-02:30am (HKT)

19:00 - 19:30

20:0021:00

Virtual “Happy Hour” meetup & closing ceremony
03:00-04:00pm (ET)/ 03:00-04:00am (HKT)

20:00 - 21:00

This is your last chance to connect and share your views with speakers, fellow attendees and the watersTechnology editorial team. BYOD is optional.