Agenda

Julia is an Adjunct Professor at the NYU Stern School of Business, CEO of Data4Real, LLC, a Board Advisor to several startups and Chair of Technology Advisory Council of Women Leaders in Data and AI (WLDA). 

She is a recognized thought leader in data driven digital transformation with over 25 years of experience in building technology and business capabilities that enable business growth, innovation, and agility. Julia has led transformational initiatives in many financial services companies such as Voya Financial, Deutsche Bank Citi, FINRA, Freddie Mac, and others. 

Julia is a much sought-after speaker and mentor in the industry, and she has received recognition across the industry for her significant contributions. She has been named to engatica 2023 list of World’s Top 200 Business and Technology Innovators; received 2022 WLDA Changemaker in AI award; has been named to CDO Magazine’s List of Global Data Power Women three years in the row; named Top 150 Business Transformation Leader by Constellation Research in 2019; and recognized as the Best Data Management Practitioner by A-Team Data Management Insight in 2017.

She holds a Master of Arts in Economics from New York University.   

Kim joined BMO in August 2021 from RBC where she was the Global Head of the Client, Banking & Digital Channels Technology group across Capital Markets.  Kim developed and implemented a comprehensive client data strategy adopted by Capital Markets, sunset legacy applications and united the global salesforce under a single CRM instance.  Collecting and connecting client touchpoints with external data sets allowed her team to proactively source opportunities and recommendations using advanced AI and machine learning to deepen client relationships and increase wallet share.  Kim held multiple roles at RBC over 15 years supporting the business in various capacities from running Global Fixed Income Production Services to Head of Fixed Income Sales and Credit Trading technology.

Prior to joining RBC, Kim ran Front Office technology at Mizuho as well as the API Connectivity Development team at ICAP and was part of the initial launch of BrokerTec. She has also held multiple positions across the street with Kidder Peabody, Deutsche Bank and Chase Securities. Kim received a BA from Stockton University in accounting.

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.

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 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. 

Sumanda Basu is currently leading Data Quality and Controls for Société Générale Americas. He was previously responsible for data governance and data management technology. Before joining Socgen, Sumanda had several data and technology management leadership roles in JP Morgan Chase, Citi and HSBC.

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.

Kanchan is a seasoned Engineering lead with a demonstrated history of stating a Global capability centre from the scratch. Skilled in Strategic planning of Technology Platform, Machine learning and Deep learning to accelerate infusion of AI in your business to drive innovation in Analytics platform and Automating Software. An unconventional leader with a strong business focus and powering what’s Next!.

She has held several leadership roles across business lines and a strong people leader with keen eye for talent recognition and grooming. She has worked extensively with globally diversified teams. She is firm believer of 'If you wanna hire great people and have them stay working for you, you have to be run by ideas, not hierarchy’ – Steve Jobs

Joanna Wright is EMEA Editor for WatersTechnology. She was previously a US correspondent for Risk.net and reporter at Inside Reference Data. She was born in South Africa, and began her journalism career as a sub-editor at newspapers there. Before moving to London, she gained business reporting experience in a number of industries and topics, including media, advertising and tech, and large-scale infrastructure projects in pioneer markets.

Michael is the Global Head of AI in the Group Digital team of Prudential plc. He joined Prudential last year from Silicon Valley based Pivotal Labs where he led the Data Science team.

His experience lies in the application of artificial intelligence methods to large-scale, multi-structured data sets, in particular neural network based deep learning techniques. Michael previously founded and sold a ‘Silicon Roundabout' based startup and prior to that was a partner at a major consulting firm.

Michael holds a PhD in theoretical physics from the University of Cambridge and is a Fellow of the Royal Statistical Society.

Laura Hamilton is Managing Director, Global Head of Corporate Treasury Technology and Financial Forecasting Technology at Bank of America. Prior to joining the bank in 2017, Laura was the Chief Information Officer for Enterprise Stress Testing Technology, Global head of Compliance Technology, America’s Head of Risk Technology at Deutsche Bank. Laura spent twenty years in various roles across J.P. Morgan where she was Chief Technology Officer delivering global enterprise business initiatives and industry-leading technology programs within Corporate and Investment Banking (Global Markets). Other experiences include the launch of technology innovations for eCommerce platforms for brands such as Nike, Estee Lauder and Best Buy.

Laura has extensive experience setting technology strategy and delivering business value through innovative and cost effective technology across various roles including: Line of Business IT Development, IT Infrastructure, Risk & Control, Chief Data Office/Data Architecture, Financial Crime Compliance, Technical Architecture, Regulatory Reporting, Corporate Treasury (Capital, Liquidity, Funding, Market Access). Laura’s experience spans Lines of Business including Global Markets, Commercial/Business Banking, Wealth Management, and Consumer Retail. Laura evaluates emerging technology and design principles with an entrepreneurial spirit along with a mindset of controls, ongoing sustainability and reusability. Laura has successfully implemented programs leveraging Machine Learning, Artificial Intelligence, Robotics/Process Automation, Public Cloud, and Advanced Data Analytics. She has a proven track record for delivering collaboratively with Agile and Lean principles to focus on the highest business value. Multiple Patent applications.

Laura is a passionate technologist who enjoys helping individuals develop professionally in their careers, especially women in technical and applied STEM roles.

Emine Yilmaz is a Professor and Turing Fellow at University College London, Department of Computer Science. She also works as an Amazon Scholar for Amazon. Her research interests lie in the areas of natural language processing and information retrieval, data mining, and applications of machine learning, probability and statistics. She is a recipient of one of the prestigious EPSRC Fellowships. To this date, her research have received approximately 1.5 million GBP external funding from funding agencies including the European Union, EPSRC, Google,  Elsevier and Bloomberg. She has previously served in various senior roles, including co-editor-in-chief for the Information Retrieval Journal, a member of the editorial board for the AI Journal and an elected member of the executive committee for ACM SIGIR.She is the recipient of Karen Sparck Jones 2015 Award for the contributions of her work to information retrieval research. She is also one of the recipients of the Google Faculty Research Award in 2015 and the Bloomberg Data Science Research Award in 2018. 
 

Désirée manages the All Party Parliamentary Group on Artificial Intelligence, of which Big Innovation Centre is the Secretariat. She is conducting AI policy research with a particular interest in health tech and intercultural AI ethics. Before joining BIC in 2019 she worked as an insight and innovation consultant in London. Desiree brings a wealth of experience from academia including eight years of research in social and cognitive anthropology. In her research she focused on decision-making, ethics, and personal autonomy in urban China and Taiwan.

Dr. Ruggero Scorcioni is Vice President, Principal Machine Learning Engineer, Cognitive Computing at FactSet. He joined in 2018 and prior to that, teamed up with Nobel laureate, Gerald Edelman, as an associate fellow at The Neurosciences Institute in San Diego, California, where he created a model of the mammalian visual cortex implemented on GPUs. He also founded a startup called PolarSleep and joined HRL Labs as Principal Investigator of neuromorphic computing. Dr. Scorcioni earned a Ph.D. in Computational Neuroscience from George Mason University.

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 is chief data and AI officer at Union Bank of the Philippines, chief data officer at UnionDigital, chief data and innovation officer at Aboitiz and group managing director at Aboitiz Data Innovation.

Concurrently David is an external advisor to Singapore's Corrupt Investigation Practices Bureau (CPIB) in the capacity of senior advisor (Artificial Intelligence) and to Singapore's Central Provident Fund Board (CPF) in the capacity of senior advisor (Data Science). Prior to his current roles, David was Monetary Authority of Singapore'd (MAS) first appointed chief data officer and head of Data Analytics Group reporting to the agency Deputy Managing Director for Financial Supervision and subsequently Special Advisor (Artificial Intelligence) reporting to Deputy Managing Director for Markets and Development. In these roles he led the development of the AI strategy both for MAS and Singapore’s financial sector as well as driving efforts in promoting open cross-border data flows. David holds a PhD in Computer Science in the field of Machine Learning from the University of Southampton and graduated from Royal Holloway, University of London with First Class Honors B.Sc. in Computer Science and Artificial Intelligence

Philip Yu is a Professor at Department of Mathematics and Information Technology of The Education University of Hong Kong, and Honorary Professor, Department of Computer Science, The University of Hong Kong.  Before joining the Education University of Hong Kong, he worked at the University of Hong Kong and was the Chairperson of the Asian Region Section of the International Association of Statistical Computing, the Vice President of the Hong Kong Statistical Society, and a member of the Technical Committee of Computational Finance and Economics, IEEE Computational Intelligence Society. He is an associate editor of Frontiers in Artificial Intelligence, Digital Finance, and Computational Statistics.  The Hong Kong FinTech Index Project led by him is the first in the region to provide information in a timely manner to track the growth and development of the FinTech industry in Hong Kong. His research interests are broad; they include AI and big data analytics, non-parametric inference, ranking methods, time series analysis, financial data analysis, risk management and statistical trading.  He has a substantial volume of work on most of these topics, including two co-authored books on nonparametric statistics and more than 120 publications in conference proceedings and professional journals.

I am Vivek Zakarde, “BFSI Digital Innovation Leader by Express Computer & Dell 2020”, “CIO of the year of 2019 by IDG”, “Asia analytics leader of the year 2019 by Analytics India Magazine”,” Big CIO Leader 2019” and “Big 40 BFSI & NBFC” award winner, an analytics professional with over 17 years of experience in the analytics space. I am primarily being working with large scale enterprise data warehouses helping organizations across the globe to get business value out of their information assets. Responsible for AI, ML, Blockchain, RPA and advanced analytics processes in organization.

I am a veteran of Big Data, AI & Blockchain, having created and led Data Science and Analytics teams in my career. I have a winning formula for building and mentoring such teams who can add value to a business.  I have developed a global reputation in Big Data, AI & Blockchain, implementing powerful solutions through expertise in all aspects of the data pyramid that works well with business strategy and organizational strategy. 

I have a passion for building and leading high-powered teams to deliver data-driven results improving products, services, and business processes. The established record of contributions I've made to my employers has added greatly to their top-line growth and bottom-line profitability.

Presently, I am working as Head – Data warehouse & Business Intelligence for Reliance General Insurance ltd where driving analytics initiatives.

As Head-DWH & BI, I bring an extensive background focused on the intersection of technology, business and the analytics. I manage the operations of data analytics practice and leads the development and implementation of technology-based solutions that provide value to the firm and my clients. Also uses data analytics tools to facilitate process improvements & efficiencies and assist in protocols for the secure handling of data. In my capacity, assist with developing strategies for efficient and effective data harvesting, review and production, continuing investments in AI , ML & Blockchain and implementing cost-shifting and cost reduction strategies.

I have extensive Management Consulting and Corporate Leadership experience in various companies including Fortune 100. I have worked with EXL Services, Wunderman International, WNS & IBM. Global experience with clients like British Gas(UK), Ford Motors(US), Suncorp Bank(Australia), TORM Shipping (Denmark) 

I am Bachelor of Engineering at Delhi college of Engineering, Delhi in India, an MBA (IT).

I often appear on technology events as speaker.

John Bottega is a senior data management strategist and executive with over 40 years of experience in the finance industry. Over his career, John has held various roles in supporting an organization’s data strategy and data implementation objectives. In 2006, John became one of the first Chief Data Officers in finance with his appointment as CDO at Citibank. He went on to hold the role of CDO in both the public and private sectors, serving as CDO for Bank of America, and holding the post of CDO for the Federal Reserve Bank of New York.

As the former Chief Data Officer at Bank of America, John was responsible for driving the enterprise data management strategy. 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.

As the Chief Data Officer for the Federal Reserve Bank of New York (FRBNY), John 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 the LEI (Legal Entity Identifier), a global information standard for unique entity identification, key to enabling and strengthening systemic risk analysis in support of global financial stability. John 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 the analysis and monitoring of industry-wide systemic risk.

Today, John is the President of the EDM Council, a non-profit professional trade association, focused on elevating the practice of data management through best practices, data standards, research and education. The EDM Council supports over 250 organizations comprised of over 10,000 members, helping them successfully advance their data programs within their firms, while creating a global network for data management community collaboration.

John has been a frequent speaker for over 20 years at industry conferences and industry symposiums. He is a former member of the US Department of the Treasury, Financial Research Advisory Committee to the Office of Financial Research; a current member of the Data Coalition Financial Transparency Act Task Force; Data Coalition Open Data Standards Task Force; CPA-Canada Data Governance Committee; WatersTechnology Advisory Board member; member of the Advisory Board of NewVantage Partners, and member of the Board of Directors of ACTUS, a non-profit association focused on the improvement of systemic risk monitoring and financial market transparency.

Mr. Dean McIntyre is Vice President, Senior Product Specialist at FactSet. In this role, he is responsible for directing the strategy of FactSet's core analytics solutions to add rich and robust middle office functionality and services to existing products. Mr. McIntyre has more than 15 years of experience in performance measurement and risk analytics, primarily as a practitioner but also in sales, client services, and product development. Prior, he served as global head of BISAM GO commercial proposition and his previous practitioner roles include senior performance and risk positions within UBS Global Asset Management, Northern Trust, and Schroders.

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 is an Adjunct Professor at the NYU Stern School of Business, CEO of Data4Real, LLC, a Board Advisor to several startups and Chair of Technology Advisory Council of Women Leaders in Data and AI (WLDA). 

She is a recognized thought leader in data driven digital transformation with over 25 years of experience in building technology and business capabilities that enable business growth, innovation, and agility. Julia has led transformational initiatives in many financial services companies such as Voya Financial, Deutsche Bank Citi, FINRA, Freddie Mac, and others. 

Julia is a much sought-after speaker and mentor in the industry, and she has received recognition across the industry for her significant contributions. She has been named to engatica 2023 list of World’s Top 200 Business and Technology Innovators; received 2022 WLDA Changemaker in AI award; has been named to CDO Magazine’s List of Global Data Power Women three years in the row; named Top 150 Business Transformation Leader by Constellation Research in 2019; and recognized as the Best Data Management Practitioner by A-Team Data Management Insight in 2017.

She holds a Master of Arts in Economics from New York University.   

Kate Taylor is an Executive Director at Morgan Stanley, focused on Data Governance within the Data Center of Excellence for the last 18 months.  Prior to her work in data management, Kate spent eight years in leadership positions at Morgan Stanley and Bank of America, driving IT security and risk management programs.  Kate’s success in driving large-scale technology and organizational change programs across a variety of industries and functions is a function of decades of experience at Accenture and other major consulting firms.

Max is editor-at-large at WatersTechnology.  Max is editor of Inside Market Data and Inside Data Management. Max joined then-Risk Waters Group (prior to its acquisition by Incisive Media) in 2000, and has worked as a reporter on Risk Magazine, FX Week, Trading Technology Week (now Sell-Side Technology) and Buy-Side IT (now Buy-Side Technology), before joining IMD as European reporter in 2003. He moved to New York as US reporter in 2005, and became editor in 2006.

Max lives in Astoria, New York with his wife and twin girls, and enjoys playing rock music, wine tastings, and market data.

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.

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.

Roger is responsible for the global growth of the CGS business units including: global data operations, which encompasses credit derivatives, syndicated loans and private placements, product support and development, the ANNA Service Bureau product lines, and our enterprise feeds and terminal products. Roger is focused on the significant expansion of CGS’s services and presence in the Americas, EMEA and APAC. From 2010-2015, Roger was accountable for commercializing the delivery of S&P’s Credit Ratings solutions and Cross Reference Services. Roger joined Standard & Poor's in 1998 as Municipal Research Analyst in Standard & Poor’s Securities Evaluations Group. He holds a B.B.A. in International Business from Iona College. Roger is co-chair of the International Securities Association for Institutional Trade Communication’s (ISITC) Regulatory Forum whose mission is to increase understanding of new regulations across our Industry and partner with regulators and industry standards organizations to define best practices. Roger was also a member of the ISO Study Group tasked with creating appropriate ISIN assignment rules for OTC derivatives as required by MiFID II. Roger is a regular speaker at industry conferences and forums.

Ellen Gentile 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. 

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.

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.

Gunjan Gupta is Sr. Director – Information & Data Management at Philips in India.  She heads their Data programs across the enterprise and evangelizes the use of data.  She also leads the Simplification-Automation-Standardization initiatives across the Technology organization, with the objective of enabling the Philips commitment of improving the health of 2Bn people per year by 2025.

Gunjan built her early career in the US and witnessed and worked through the sub-prime housing crisis of 2008.  During the span of her 20+ years career, Gunjan has successfully led, jumpstarted, and scaled up Data, Analytics, & Technology teams for organizations such as HSBC, Fidelity Investments, Genworth Financial, Bajaj Allianz Insurance, and Barclays Bank.

Melanie is part of the MarketAxess global salesforce based in Singapore, covering investor clients and leading the private banking product in Singapore.  This year, MarketAxess was recognized as the “Best Trading Network” in the Waters Tech Asia awards.

Melanie has extensive buy-side experience built through her roles as FX and Fixed Income Execution Trader as well as Head of Execution Trading desk.  Prior to MarketAxess, over the last ten years, she worked at Pictet Asset Management and AIA Investment Management in Singapore.

Melanie holds a master’s degree in Financial Markets.

Aislinn Malone is an Executive Director within JP Morgan and is the Lead for the Technology Management Office supporting the Asia Pacific Region. Since joining the firm in 2001, Aislinn has held various roles in both Finance and Technology within Asset Management, Corporate Investment Banking and Enterprise Technology. Prior to working in Hong Kong, Aislinn worked for 5 years in Geneva, Switzerland and 7 years in New York.

Prior to joining JP Morgan, Aislinn worked in Dublin, Ireland and in Zurich Switzerland as a Management Consultant for KPMG. 

Aislinn holds a Bachelor and a Master degrees in Law from the University College Limerick, Ireland.

Aislinn currently resides in Hong Kong with her three children and her husband.

Dr. Meri Rosich is Chief Data Officer and Head of Data Science for Visa Consulting & Analytics based in Singapore. She leads a team of high-performing data scientists, analysts and statisticians, driving a data-driven approach to Visa’s client consulting engagements.

Prior to Visa, Meri was CIO, Business Intelligence & Digital Transformation at Oak Lawn Marketing, NTT Docomo in Tokyo, Japan.

Meri has worked with global teams based in New York, London, Barcelona, Hong Kong, Singapore and Tokyo, leading multi-disciplinary projects for American Express, Samsung and Bertelsmann.

She is an Executive MBA Lecturer in ‘Leading Big Data Innovation Strategy’ for Globis University’s Graduate School of Management, and Adjunct Professor of ‘Global Management’ for Temple University Japan’s Executive MBA programme. 

Meri's research is centered around four key areas: Industry 4.0 and how the growth of cloud big data solutions fuels innovation and reinvents industries, using machine learning & artificial intelligence; disruptive innovation and how successful organizations and governments are transforming for the future; how Smart Cities are using machine learning to solve problems that matter; and how new tech leaders transform and drive companies through culture change, enabling diversity and creating the future of work.

Professor, entrepreneur, volunteer and contributor for publications including CIO Magazine and APAC CIO Outlook, Meri is a strategic advisor to CEOs, a board member and mentor of tech startups. With her entrepreneurial mindset, she is the co-founder of Quality Time Lab, an award-winning mobile publisher. Passionate about inclusive leadership, she is a board member of the United Nations Association, Ambassador for UN Women STEM program and co-founder of the Female Founders think-tank.

Meri holds an MA in Arts and a PhD in Technology Innovation (Summa Cum Laude) from Universitat de Barcelona, an MBA from London Business School, a Ph.D. in VR Tech with European Mention Award and a Certificate in Systems Dynamics from MIT Sloan School of Management

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.

Jonathan Vickery is responsible for the Workforce Transformation disciplines within Investor Services. In this role, he is focused on identifying impactful, pragmatic use cases to transform our business using emerging technology. He also has oversight of the firm’s outsourcing partners and related operations including global responsibility for the Reconciliation & Analysis function within Service Delivery. Previously, Mr. Vickery was the Head of Product and Strategy for BBH’s Fintech organization which includes middle office technology and services for asset managers. Prior to this, he held various leadership positions including the office head of BBH Denver, management of Global Custody, and Fund Order & Custody products. Mr. Vickery has a B.S. degree from Northeastern University in Political Science and an MBA from Boston University.

Nick Smith joined SmartStream in 2017 and is responsible for the Managed Services business.

Nick brings with him 25 years of experience in the financial services industry, with extensive experience in process management, solution development, managing risk & control and development of centres of excellence.

Prior to joining SmartStream, Nick held a range of senior roles with leading investment banks, including Barclays, Credit Suisse and Nomura.

Following a marketing and advertising career, Fiona set up MESH Experience in 2006 to fill a gap in data and analytics. Brand growth is driven by all experiences people have with brands, yet half or more typically go unmeasured. By taking an Experience Driven Marketing approach and capturing how people come into contact with brands in real time MESH helps clients, like LG Electronics, to take quicker and smarter decisions about their investment.  Fiona is a Fellow of the Market Research Society, sits on the editorial advisory board for ESOMAR’s Research World magazine, a member of the Marketing Society and sits on the board of WIRe (Women in Research).  She has worked with Professor Hugh Wilson at Cranfield School of Management on a knowledge transfer partnership that was a finalist for the Innovate UK award in 2015.

Pinar is responsible for Digital Client Services at JPM, Digital Platform & Services. Prior to this, Pinar was at State Street where she was the SVP, Head of Digital Product Development & Innovation.

Leading to digital products, she focused on emerging business models and technologies, such, decentralized services and platforms. She worked entrepreneurial initiatives including Clearmatics, Complymatic, FintechPark, R3, Hyperledger, Quantave, UK Digital Currency Association, Mathmoneyfx (now Symbiont) and Hupomone, her advisory firm.

Pinar worked on a number of major industry changes; building marketplaces and capital markets offerings at the London Stock Exchange, ICAP, Liquidnet, Citigroup, and Lava Trading – technology firm acquired by Citigroup. She started her business career at Oliver Wyman.

Pinar received the Waters Technology Awards for Technology Innovator of the Year (end user) 2019. She is a member of the Industry Liaison Board, Department of Computing at Imperial College. Pinar holds a Ph.D in Physics and M. Sc. Degrees in Electrical Engineering and in Physics from Brown University and a B.S. degree in Physics from Bilkent University.

Naomi has over 30 years experience in working within asset managers, investment banks, pension funds and insurers at CEO, COO and senior level, delivering business operating models that maximise value from data and improve the way work gets done. She has in-depth knowledge of the data used within the financial sector, how it needs to be governed and the data architectures supporting the modern data-driven approach necessary for data science and analytics to succeed.

She is currently Chief Data Officer for HUB, a new venture bringing PIMCO, Man Group, State Street, IHS Markit, Microsoft and McKinsey together to build a new operating infrastructure for asset management. It will adopt a data first strategy in an open, modular, flexible and low-code manner. The partnership brings together market leading expertise and methodology from across asset management, data and technology. Naomi has an M.A. from the University of Oxford.

Kat Tatochenko is the Head of Global Data Product with MarketAxess. Kat joined MarketAxess a year ago, where she now manages a team of twenty-five people across the globe. Her goal is to develop innovative data solutions that untimely deliver efficiency and cost savings to end investors around the world. In her twenty-year career in the data business, Kat first worked as a financial analyst at DLJ and then spent eleven years at Thomson Reuters in a variety of business development and sales roles. After leaving Thomson Reuters, she spent seven years at Bloomberg where she managed an international data sales team and was responsible for some of the firm’s top tier clients.

Kat is also a passionate skier and has interior design as hobby, she loves bringing old houses back to life.

Kat holds a bachelor’s degree in Applied Math & Statistics, and Economics from Stony Brook University in New York.  

As head of the Platform, Delivery and Transformation (PDT) team, Irene partners directly with colleagues across TD Securities with the aim of streamlining process and facilitating transparency. In support of its mandate, the PDT team emphasizes data driven decision making, leveraging agile best practices and tooling.

Since joining TD Securities in 2014, Irene has become a dedicated mentor, and she plays a leadership role in the Technology Solutions Associates Program. She is also committed to enabling diversity and inclusion and is a champion for Women in Technology at TD Securities. In 2019, she was recognized with a Waters Women in Technology & Data Rising Star award.

Gunjan Gupta is Sr. Director – Information & Data Management at Philips in India.  She heads their Data programs across the enterprise and evangelizes the use of data.  She also leads the Simplification-Automation-Standardization initiatives across the Technology organization, with the objective of enabling the Philips commitment of improving the health of 2Bn people per year by 2025.

Gunjan built her early career in the US and witnessed and worked through the sub-prime housing crisis of 2008.  During the span of her 20+ years career, Gunjan has successfully led, jumpstarted, and scaled up Data, Analytics, & Technology teams for organizations such as HSBC, Fidelity Investments, Genworth Financial, Bajaj Allianz Insurance, and Barclays Bank.

Melanie is part of the MarketAxess global salesforce based in Singapore, covering investor clients and leading the private banking product in Singapore.  This year, MarketAxess was recognized as the “Best Trading Network” in the Waters Tech Asia awards.

Melanie has extensive buy-side experience built through her roles as FX and Fixed Income Execution Trader as well as Head of Execution Trading desk.  Prior to MarketAxess, over the last ten years, she worked at Pictet Asset Management and AIA Investment Management in Singapore.

Melanie holds a master’s degree in Financial Markets.

Aislinn Malone is an Executive Director within JP Morgan and is the Lead for the Technology Management Office supporting the Asia Pacific Region. Since joining the firm in 2001, Aislinn has held various roles in both Finance and Technology within Asset Management, Corporate Investment Banking and Enterprise Technology. Prior to working in Hong Kong, Aislinn worked for 5 years in Geneva, Switzerland and 7 years in New York.

Prior to joining JP Morgan, Aislinn worked in Dublin, Ireland and in Zurich Switzerland as a Management Consultant for KPMG. 

Aislinn holds a Bachelor and a Master degrees in Law from the University College Limerick, Ireland.

Aislinn currently resides in Hong Kong with her three children and her husband.

Dr. Meri Rosich is Chief Data Officer and Head of Data Science for Visa Consulting & Analytics based in Singapore. She leads a team of high-performing data scientists, analysts and statisticians, driving a data-driven approach to Visa’s client consulting engagements.

Prior to Visa, Meri was CIO, Business Intelligence & Digital Transformation at Oak Lawn Marketing, NTT Docomo in Tokyo, Japan.

Meri has worked with global teams based in New York, London, Barcelona, Hong Kong, Singapore and Tokyo, leading multi-disciplinary projects for American Express, Samsung and Bertelsmann.

She is an Executive MBA Lecturer in ‘Leading Big Data Innovation Strategy’ for Globis University’s Graduate School of Management, and Adjunct Professor of ‘Global Management’ for Temple University Japan’s Executive MBA programme. 

Meri's research is centered around four key areas: Industry 4.0 and how the growth of cloud big data solutions fuels innovation and reinvents industries, using machine learning & artificial intelligence; disruptive innovation and how successful organizations and governments are transforming for the future; how Smart Cities are using machine learning to solve problems that matter; and how new tech leaders transform and drive companies through culture change, enabling diversity and creating the future of work.

Professor, entrepreneur, volunteer and contributor for publications including CIO Magazine and APAC CIO Outlook, Meri is a strategic advisor to CEOs, a board member and mentor of tech startups. With her entrepreneurial mindset, she is the co-founder of Quality Time Lab, an award-winning mobile publisher. Passionate about inclusive leadership, she is a board member of the United Nations Association, Ambassador for UN Women STEM program and co-founder of the Female Founders think-tank.

Meri holds an MA in Arts and a PhD in Technology Innovation (Summa Cum Laude) from Universitat de Barcelona, an MBA from London Business School, a Ph.D. in VR Tech with European Mention Award and a Certificate in Systems Dynamics from MIT Sloan School of Management

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.

Max is editor-at-large at WatersTechnology.  Max is editor of Inside Market Data and Inside Data Management. Max joined then-Risk Waters Group (prior to its acquisition by Incisive Media) in 2000, and has worked as a reporter on Risk Magazine, FX Week, Trading Technology Week (now Sell-Side Technology) and Buy-Side IT (now Buy-Side Technology), before joining IMD as European reporter in 2003. He moved to New York as US reporter in 2005, and became editor in 2006.

Max lives in Astoria, New York with his wife and twin girls, and enjoys playing rock music, wine tastings, and market data.

Joe Lodato is a Managing Director, Global Head of Compliance Technology and Surveillance for Guggenheim Partners. Previously, he was the Chief Compliance Officer for Guggenheim Securities.

Earlier in his career, he held positions in Managing Director and Chief Operating Officer roles in a variety of settings, from startup organizations to large global services organizations, including Bank of America, Lehman Brothers, Barclays Capital and AllianceBernstein. He frequently speaks at industry conferences and events such as Waters Technology.
Joe earned his BBA from the Lublin School of Business at Pace University.

Roy Kirby is part of the content and product management team at SIX and has been with the company since 2015. In this role, he is responsible for identifying and responding to market trends and customer requirements across all financial markets globally.

Alongside the core SIX data sets of reference data, corporate actions and pricing, the content and product management team is currently focused around the areas of regulation, asset servicing and corporate actions. A core responsibility of the team is to provide thought leadership and expertise to define solutions that mitigate clients’ risks, improve profitability and improve efficiency. Some notable topics include MiFID II, 871m, Sanctions, cross border taxation, security master files and corporate action workflow.

Prior to joining SIX, Roy spent 18 years in various roles within the financial markets.

Beate Born has 17 years of experience in consulting and financial services in Switzerland, the EU, Australia and Asia including running her own consulting practice. She is currently Head of Global Business Management at SIX in Zürich and previously held the position of Head Strategic Programs at UBS Wealth Management.

Many of her 13 years at UBS she spent in Operational Risk and Capital Markets running global regulatory initiatives such as MiFID I&II as well as Brexit response and platform programs for Wealth Management. She is member of the leadership team of the Enterprise Data Management Council (EDMC) Women in Data Network and leads the ESG Regulatory and Standards Group.

In 2021 Beate completed a Master’s Degree in Sustainability Leadership from the University of Cambridge with a focus on ESG data reporting and carbon disclosure comparability.  Further Academic degrees include a DESS from the Sorbonne, an MBA from Clark University, an Executive MBA from the Swiss Finance Institute and a certificate of advanced studies in Financial Market Regulation from the University of Zürich.  

Colin is a Regulatory Product Manager at BNY Mellon. He is responsible for ensuring that all products within Asset Servicing are compliant with upcoming regulations and serve our client’s needs to meet the regulatory requirements. He is focused on helping clients understand how they will be affected by upcoming regulations, including MIFID II, GDPR, MMFR etc, and how BNYM product solutions can assist them in ensuring compliance.

Prior to joining BNY Mellon, Colin spent 4 years working at Barclays initially as Industry & Regulatory Engagement Lead for Data Management, and then leading on the Impact Assessment for GDPR. Previously, he was Global Product Manager for Omgeo CTM responsible for developing the product to meet all client and regulatory requirements. He has also spent time at a number of leading Investment Bank institutions, including Deutsche Bank, Nomura, and Goldman Sachs, across a broad range of Data Management, Client Service and project management roles.