Global Advisory Board
Global Advisory Board
MD - Global Head of Digital Client Service, Digital & Platform Services
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.
Group CIO APAC
CDO, North America
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
Director, Head of Programs and Strategic Partnerships for Citi Ventures APAC
Victor heads Citi Ventures’ Programs and Strategic Partnerships across APAC. His focus is on developing the infrastructure, networks and talent necessary for the continuous origination of impactful ideas and experiments that have the potential to transform the financial industry.
Victor is a seasoned entrepreneur, global citizen, and systems thinker focused on business model innovation and advanced decision automation. He has over a decade of experience in building and scaling technology ventures across the globe.
CDO - Americas
Global Head of Compliance Tech (Securities), Global Head of Compliance Data Analytics
Felix has 20+ years of business technology experience in the areas of Sales & Trading, Regulatory Compliance and Data Analytics in Banking and Financial Services industries which he leads global technology organizations in Research & Development, Compliance Data & Surveillance and SalesTrading from Asia. Felix has successfully architected and implemented global and regional Equities and FICC electronic trading platforms, pre-trade client analytics, post-trade compliance surveillance and forensic investigation platforms, managing full trading lifecycle, strengthening client relationship and instrumenting fraud detection in Goldman Sachs and J.P.Morgan. Felix is well-versed with the business and technology construct and complexity of financial and trading data in global banking institutions
Global Head, Cognitive Science and Automation, Operations Innovation
Head of innovation for treasury & markets, technology & operations
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.
Director, Head of Platform & Delivery Transformation
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.
Head of Market Data Strategy
Prior to TD Ameritrade Ed was a Vice President at Morgan Stanley and was responsible for managing global exchange relationships and sourcing for exchange data use across the Morgan Stanley enterprise.
Ed founded The Flynndex Company in 2011 to provide market data training and consulting services. Ed developed training classes to support the FISD Financial Information Associate Professional Certification program
and collaborated with the eLearning firm "Finance Modules" to produce online market data training for the FISD FIA Certification.
Ed began his career with Interactive Data and Moody's Investors Service, then joined Fidelity Investments managing market data and investment research for the Fidelity Funds and the Fidelity enterprise.
Ed has an MBA from Babson College, a BS from the University of Vermont, is a member of the CTA Advisory Committee, the SIFMA Market Data Subcommittee and the FISD Executive Committee.
Global CIO - Trade and Working Capital
Brijesh Ammanath is the Global CIO for Trade and Working Capital Technology team spread across Pune and Chennai in India, London, Birmingham and Radbroke in the UK.
Prior to Trade and Working Capital, Brijesh has played technology leadership roles in Treasury, Legal, Product Control and Market Risk in Barclays.
Brijesh has strong international work experience having worked for over a decade in London with Merrill Lynch and later with the merged entity BoAML where he was the Technology Delivery Lead for the FX Options business.
Brijesh comes from a strong technology background, which coupled with a keen interest in the business has allowed him to develop and deliver customer centric solutions.
Brijesh’s keen interest in the Trade business and in Operations has ensured that all the technology initiatives have TWC board level support and the team collaborates across functions to drive a successful delivery. Brijesh is able to finely balance implementing Innovation to deliver transformative solutions to the business and at the same time deal with legacy IT issues built up over many years of operation.
Brijesh is a globally experienced leader with an established track-record in enabling strategic and cultural change to deliver desired business outcomes.
Kamran M. Khan
Head of ESG for Asia Pacific
Kamran Khan is Deutsche Bank’s Head of ESG for Asia Pacific, with responsibility for defining and executing the bank’s ESG strategy across all business divisions in the region. He is a member of the Global Sustainability Council of Deutsche Bank.
Prior to joining Deutsche Bank, Mr. Khan established Infra-Tech Capital, an impact fund investing in companies utilizing technology to provide infrastructure services and achieve UN Sustainable Development Goals. He was also appointed by the Obama White House to serve as the head of global investments and operations at the US Millennium Challenge Corporation, where he managed a USD 10bn portfolio and led a USD 1.5-2bn annual investment program globally.
Previously, Mr. Khan held senior executive roles at the World Bank and helped establish the World Bank Group regional hub in Singapore, comprising the World Bank, International Finance Corporation (IFC) and Multilateral Insurance & Guarantee Agency (MIGA). Prior to his time at the World Bank, Mr. Khan worked on M&A transactions and advisory mandates at JP Morgan and LEK. He also served as a US Foreign Service Officer with the US Agency for International Development (USAID), where he led operations for the project finance and guarantees facility.
Mr. Khan served as an Advisor on Infrastructure Finance to APEC, ASEAN, and the G-20. He is a member of the Senior Advisory Board at Fudan University Fintech Centre in Shanghai with a mandate to advise on Belt and Road Initiative projects. He has also served on the Board of Advisors at a variety of market-leading companies using technology to achieve ESG goals. He is a frequent speaker at events such as World Economic Forum, ASEAN Summit, APEC Summit, and in major international media.
Mr. Khan holds an MBA from the University of Chicago Booth School of Business, and an MS in Applied Economics and Master of Government Administration from the University of Pennsylvania. He received his BS in Economics from George Mason University.
Head of CISO SG
Lionel Bruchez is the Chief Information Security Officer (CISO) for Singapore and deputy CISO APAC, covering regulatory and governmental engagements across Asia Pacific and the cybersecurity program, capabilities and cyber defense for 25,000 staff members in Asia across 13 countries. In addition, Lionel is key committee member of the global Cyber Threat Management board and the strategy and governance lead for the bank’s Cyber Threat Intelligence service.
In his role, Lionel focuses on generating a business context for the cyberdefense capabilities and providing strategic and tactical awareness to the key decision makers. The wide array of issues he pursues include Geopolitical Analysis, Threat Intelligence, Threat Modeling, Security Monitoring, Security Reporting and Analytics, Compliance Monitoring, Cryptography, Signal Processing or System Security.
State Bank of India
Global Deputy Chief Technology Officer with over 22 years plus of experience in Strategy formation, Short and Long term goals planning, Application development, Implementation, Stakeholder Management, product development and Business management
Leader in transforming digital banking, innovations introducer for customer centric journeys .
Excellent leader with exposure in conceptualizing and architecting very complex and big strategic transformation technical projects and influencing stakeholder views on acceptable investment.
Extensive experience in developing strategy and implementation plans, SOP for overall management, supervision and management of programs across domains and verticals
Extensive consulting experience with stakeholders, demonstrative effective relationship with them.
Shared focus with cross functional teams – business, horizontals, partners
Adept at handling day to day administrative activities in coordination with external and internal departments.
Strong communicator with ability to ensure execution of time bound deliverables.
Celine Le Cotonnec
Chief Data and Innovation Officer
Bank of Singapore
Celine Le Cotonnec is Bank of Singapore’s Chief Data and Innovation Officer. She oversees the data strategy of the Bank and implementation of data science and analytics use cases in cooperation with the OCBC’s Group Customer Analytics & Decisioning and AI Lab. Her mission is to foster a culture of innovation while running the Bank’s Innovation Centre of Excellence. Prior to joining Bank of Singapore, Celine was the Chief Data and Innovation Officer for AXA Insurance Singapore and the Head of ASEAN Connected Services, Digital and Mobility for car manufacturer PSA Peugeot Citroen in China. She received the accolade of Data Leader of the Year at the 2020 Women in IT Awards Asia and was listed in the inaugural SG 100 Women in Tech List in 2020.
DSP Mutual Fund
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.
Director Data Governance & Data Management Technology
Sumanda Basu is leading data management technology and data governance in Société Générale Americas. In his role he is responsible for designing data governance process and implementing technology landscape for data. Prior to this, he was in various data management and technology leadership roles in JP Morgan Chase, Citi and HSBC.
President & CEO
Manulife China Bank Life Insurance Corporation
Leadership that drives business growth | Aspiring writer | Speaker | BAI Global Innovation awards Jury | Fin-tech & Design thinking influencer
I am a leader with a proven track record of successful businesses. I am also a very keen student, influencer and practitioner of financial services in Asia and Africa and have been fortunate enough to spend over 25 years working on both these continents. I want financial services to work harder for the customers and communities we serve.
Financial services must drive better outcomes for customers. I believe that Design thinking can create superior financial products and services. I believe we can design really great financial products and services using design thinking, analytics and technology.
Superior EXECUTION, along with the benefits of a customer led approach, enabled by technology can help build really successful customer propositions and profitable models. My career has been shaped by my early days at Citibank and then the transformation work at Shinsei Bank
Strategic advisor enterprise data
Naomi Clarke has over 30 years experience in the financial sector, and has worked with executive boards and the senior management of many well-known names, including buy and sell-side organisations, asset servicers, insurers, a data vendor and a pension fund. She specialises in business and data strategy and designing and enhancing operating models, with particular emphasis on data, operational risk, governance and process redesign. Naomi has also established central data functions and has recently been acting as interim Head of Data (CDO) for an investment manager. She holds an MA from the University of Oxford.
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.
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.
Director of digital & innovation, Asia Pacific
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.
Head, Global Banking and Markets Technology and Real Estate
Primo Gazzoli has 25 years of industry experience in capital markets technology and real estate. He has extensive experience in numerous areas including trade floor technology support, market data, development and business continuity planning. He provides leadership and strategic guidance in numerous areas of capital markets technology and real estate, and has extensive involvement in delivering real estate projects on a global basis for Global Banking and Markets groups at Scotiabank. Prior to Scotiabank, he worked at Citibank providing leadership and support for various trade floors in North America. Primo has an MBA from Ivey Business School – Western University and an Honours BSc in Computer Science from York University.
Head of APAC Compliance Data Science & Analytics
General Manager, Group Cyber Transformation and Delivery
Memo is the MD of Group Cyber delivery and transformation accountable for the roll out of all security technology across the Bank. Prior to this, Memo was the CIO of Global Markets and Institutional Bank internationally for CBA, running a large team across Sydney, Hong Kong, Singapore, India, London, New York, Malta and Amsterdam. Leading technology teams for both run and change supporting: FX, Derivatives, Fixed Income, Commodities, Institutional Lending, Credit, securitisation, and Trade finance businesses.
She has unique skills that span across all aspects of technology with strong delivery of large complex transformations, IT operational excellence, driving innovation and digitisation leveraging latest technologies, data, IT and business operating models to differentiate and position organisations for future profitable growth. This is combined with extensive Information Technology, Strategy, Leadership, Corporate, Institutional Banking and Financial Markets expertise.
An experienced C-suite executive, Memo has significant exposure working alongside other C-suite focussing on strategic direction and operation of organisation. She has experience working globally in London and New York at Credit Suisse, and multiple leading financial institutions in Australia including Westpac, NAB, Macquarie Bank, BNP Paribas and consulting. She has lead initiatives for digitisation and focused on emerging IT models and technologies such as decentralised services and platforms, software as a service models, agile delivery models, “pay per use” technology, multi-tenant models, building of Lego style architecture and creating strategic partnerships with technology organisations globally.
She comes from a strong technology background of engineering, architecture coupled with formal education in business, finance and leadership. She has a keen interest in leveraging unique and innovative technologies to solve complex business problems for growth and differentiation. Draws executive management insights from uniting teams in complex markets, through diverse cultures and market research to add unique value as a CIO.
Chief Information Security Officer
Patrick Liu has more than 20 years of IT and Security experience including security operation, risk and control and IT audit within top tier financial institutions. As an experience security practitioner, Patrick has been responsible for performing and managing a wide range of security consulting, risk and threat assessment, security training, cyber crisis management planning program. Patrick is currently the CISO of Fusion Bank. He was awarded the Hong Kong Cyber Security Professionals Awards in 2017 in recognition of his commitment in the cyber security field.
Patrick Liu acquired several professional certifications including CISSP, CISSP-ISSAP, CISA, CGEIT, CRISC, CIA and ABCP.
RBC Capital Markets
Head Of Technology Governance
Dominic has 17+ years of experience in banking spanning Sales & Trading technology, Operations, Consulting, Risk Management & Governance. Dominic is responsible for Cybersecurity governance and compliance at Mox Bank owned by Standard Chartered Bank. Prior to joining Mox, he was an Electronic Trading risk management specialist at Morgan Stanley.
His knowledge in navigating the regulatory landscape in APAC and a ‘can do’ attitude has made him successful in his career as a veteran in the risk management domain.
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.
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.
Head of IT audit
Bank of China (Hong Kong)
Chief Transformation & Administration Officer
HSBC Global Asset Management
Vikramaaditya is Chief Transformation & Administration Officer for HSBC's Global Asset Management business with responsibility for leading the global portfolio of business and regulatory change initiatives as well as strategic initiatives within Operations including global infrastructure change and optimisation of operating models. HSBC Global Asset Management manages assets of about USD 460Bn with offices in 26 countries and territories across the world.
Vikram has over two decades of experience in the financial services sector across diverse businesses in UK and India. Prior to his current role, Vikram was responsible for global business strategy for HSBC's Global Asset Management business and was earlier CEO for HSBC's Asset Management business in India. Vikram has also led HSBC's Securities Services business in India.
Vikram is also Chairman of HSBC ETFs plc which oversees HSBC’s global ETF fund range domiciled in Ireland.
SVP, Head of Data, Architecture and Salesforce Development
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.
Senior Algorithmic Strategist
Kerr Hatrick is Senior Algorithmic Strategist at Morgan Stanley Asia. He joined the firm in 2013 and runs the Morgan Stanley Execution Services Strategist group in Asia. His research is currently focused on intraday trading patterns and price formation in equities and futures; he has constructed and managed significant equity portfolios, and his software has won a number of external awards. He is familiar with the full spectrum of equity products, having started work in risk management and derivative pricing, and has worked as quantitative strategist for both Goldman Sachs and Deutsche Bank. He received his Ph.D. from University College London.
Regional Head of IT
Dipak Sahoo is the Regional Head of Information Technology for Asia at Generali. He is responsible for designing and driving the implementation of Generali’s IT strategy in the region and identifying synergies between countries to improve the customer experience.
Dipak has over 22 years’ experience in the insurance sector. He spent most of his career with global insurance companies in senior leadership roles in the areas of technology, operations and transformation across APAC and Europe.
Prior to joining Generali, Dipak worked for Capgemini, a leading global consulting firm, where he played a significant role setting up their insurance practice across the Middle East and Asia Pacific. Dipak has also worked in technology leadership roles with global insurers like AXA and AIA in their country and regional operations.
Dipak started his career in India and over the last 12 years lived and worked in Hong Kong, Australia and Italy.
Director Portfolio Management and Sustainable Investing
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.
Senior Technology Officer - Capital Markets Predictive Analytics
BMO Financial Group
Victor currently serves as a Senior Technology officer at the Bank Of Montreal (BMO). Servicing Global Capital Markets & Client Services Divisions; Victor and his team have accomplished the following since June of 2014:
• Implemented the global Client LifeCycle Management platform (Fenergo) for Capital Markets;
• Standardized customer data capture, enhanced regulatory and compliance controls and visibility over the Client On-Boarding process for North America & Europe.
• Reporting / reconciliation to support a broad range of regulatory processes (Volcker, IIROC, FATCA, DFA, CTR, etc.)
• Digitized the Legal Agreements Platform for Capital Markets
• Established eSignature solution for all of Compliance, Legal and Client Onboarding platforms.
Victor's recent focus has now shifted and he's become the Lead Solutions Architect and Supplier Manager for the firms' Capital Markets Client Data Strategy Program. The effort is targeted to complete in Oct '17.
The effort will merge various federated client customer "golden" sources onto one centralized platform, with the aim to "match & merge" customer information with trade detail and credit risk information. The effort will also provide greater line of sight to counterparty hierarchy, credit risk exposure, reduce operational risk & produce greater operating efficiencies of core client information. The bottom line business results will produce a vehicle where we can increase revenue generation through up-sell and cross-sell opportunities with clients.
In addition to the Client Data Strategy focus; Victor is also exploring and designing a CM "Big Data" Data Science solution. Various business use cases revolving around Data Discovery and Data Analytics has driven needs to implement the correct Hadoop/Big Data ecosystem model. The model needs to fully leverage or existing enterprise "Big Data" architecture but also help address current gaps. The main focus in this effort is to address scalable, "time to market" and performance while keeping "Total Cost of Ownership" at the lowest point possible.
Victor has a Computer Science & Math degree from the College of New Jersey; He possesses a PMP certification and also has obtained continued learning certificates from Columbia University and New York University.
Vice President - Technology, Data & Innovation
Kirill Petropavlov is an experienced innovator at the cross section of Financial Services and advanced technologies in Artificial Intelligence and Blockchain. He has led and delivered key innovation projects in Open Banking, Blockchain for payments, Machine Learning powered digital automation and AI Driven data analytics for financial institutions and technology companies.
Head of Data Science
Jupiter Asset Management
Sam Livingstone joined Jupiter in December 2018 and is the Head of Data Science. He is responsible for building out the Data Science proposition across Jupiter.
Prior to joining Jupiter, Sam was a Data Scientist at Citadel (~$30bn US Hedge Fund) focusing on Global Equities, a Quant Researcher sitting on the Quantitative Equity Products Investment desk at Schroders, and a Quant Analyst at Willis Towers Watson.
Sam has a first-class honours Bachelor degree in Economics & Business (UWE) and a Master of Science degree in Economics, Accounting & Finance from the University of Bristol. Sam is also a Chartered Financial Analyst.
Chief Technology Officer
Pacificbridge Capital LLC
PacificBridge Capital is a globally-networked private markets investment firm focused on creating value add partnerships with both companies and investors. By identifying compelling themes across uniquely positioned industries, we develop and provide asset management and operational expertise to our partners.
- Experience with tech giants (IBM & Lenovo) and tech start-ups
- Previous role as IBM Blockchain Consultant
- Start-up team member in HK, China, Silicon Valley
- Venture capitalist in Silicon Valley
- Mentor of HK Cyberport and HK Science & Technology Park
- Assignments in Beijing & Shenzhen for more than 10 years
- Led teams and managed businesses in China
Laura Bertarelli Hamilton
MD - Global Head of Treasury Technology
Bank of America Merrill Lynch
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.
David has unique experience spanning the full trade lifecycle, execution to ledger. An experienced C-suite executive, David has significant exposure reporting to and working alongside CEOs and other C-suite focussing on strategic direction and operation of firms.
His geographic experience spans London, New York, Hong Kong, Singapore, Moscow and Johannesburg having held senior executive positions in ask these locations. His experience spans established and emerging markets.
Currently based in Singapore he is looking at opportunities to work with businesses focussed on growth and geographical expansion where his strategy and build experience can be leveraged.
Director Data & Privacy Operations
Standard Chartered Bank
Technology Leader with 17+ years in delivering bespoke technology solutions by engaging agile and waterfall methodologies. Seasoned in Program and Project management in Banking and Consulting Industry. Diverse professional exposure in international settings across India, Singapore, United Kingdom and the Middle East (Riyadh/Dubai).
Outstanding track record in automation, artificial intelligence, data analytics, business intelligence, Innovation, business transformation, governance, migration and architecture. Proven abilities in leading high-performing, multi-cultural and cross-functional teams in the delivery of multiple concurrent projects and operations of technology solutions.
An excellent communicator capable of translating complex technical ideas into actionable solutions. Excellent ability in engaging clients, vendors, stakeholders across all levels to bring commercial and business growth and achieve organizational KPIs.
Quantitative researcher and portfolio manager
JP Morgan Asset Management
M. Berkan Sesen, PhD, is an executive director and quantitative portfolio manager in the Quantitative Beta Strategies group at JPMAM. His current focus areas are machine learning, alternative data, systematic investing and efficient trade execution. Prior to JPMAM, Berkan worked as an algorithmic trading quant at Citigroup and co-led the firm’s global data analytics group. Berkan holds a doctorate in Artificial Intelligence from the University of Oxford and specializes in the applications of machine learning and statistics to finance.
Head of APAC Digital & Platform Change
Raj Solanki is an Executive Director with over 15 years’ experience shaping global strategies and delivering successful change. Raj’s current role at JPM sees him responsible for driving strategic and digital transformation across APAC Operations to facilitate new business, efficiency, scale and an improved client experience.
Prior to JPM, Raj worked at ABN Amro and Royal Bank of Scotland across London, New York and now Hong Kong where he’s been for the past 10 years. His roles spanned across Technology and the Business with focus solely on change the bank initiatives.
Raj holds a Bachelor’s degree in Computer Science and enjoys spending his free time travelling with his family and learning Mandarin.
Head of standards
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).
AI Finance Application Research Institute
Yutaka Sakurai is data science and AI expert with a strong background in Financial theory and practice. After more than twenty years' experience of fund manager, trader and quant in Bank of Tokyo-Mitsubishi and Sony Bank, he became a managing director of Research and Pricing Technology Inc. in 2010. He started AI Finance Application Research Institute in 2017. He published a number of books on Finance and AI.
VP of Data Enablement and Analytics
Adele Pugliese is a strategic, visionary leader with a demonstrated track-record of leveraging data, technology, and people to achieve successful organizational transformation in enterprise, business and IT divisions through cutting-edge, data-driven solutions. She spearheads digital strategy to drive organizational goals and optimize client experiences. Adele has exceptional communication and relationship building skills, a passion for the people and data she leads and a commitment to propelling organizations forward.
Adele is currently the Vice President of Data Enablement and Analytics at BentallGreenOak, responsible for leading and developing the data strategy and analytics program and helping to modernize the company and unleash and leverage the data trapped in systems, spreadsheets and process. Prior to this role, she was the Assistant Vice President of Risk Data Management at Great West Life where she managed data risk and led the organization to achieve RDARR compliance. Adele has held progressive roles at Scotiabank including leadership roles in: Data Governance & Management, Enterprise Data Management (EDM) Office, Wealth Management & Business Innovations, championing data as a strategic asset when this concept was in its infancy.
Adele holds a Masters of Management Analytics degree from Queens University, a Bachelor of Business Administration degree from Lakehead University and a Black Belt in Six Sigma. Adele sits on the Seneca College Program Advisory Committee where she has helped to develop the Bachelor Data Science Program and the Fintech Graduate Certificate Program. In addition, she developed and is teaching the Data & Analytics course for the Fintech Graduate Certificate Program. She is a dynamic and sought-after speaker at Industry conferences.
Jordan and Jordan
Regional Head of Technology Strategic Partnerships, Asia
Prudential Corporation Asia
Transformation leader with proven track record of streamlining business operations & driving change across countries, cultures and organisations. Bring comprehensive domain knowledge and fresh thinking to rapidly evolving fields of digital, operating model design and risk management.
Hands-on experience in executing new target operating model redesign (TOM), creating digital platforms & leading re-engineering programs to improve cycle time, customer acquisition and service capability.
Wide exposure and expertise in Asian regional markets with both broad and deep understanding of this region's complex regulatory, business and cultural operating environments, gained through regional and country roles in Singapore, Hong Kong, Malaysia and India.
An effective communicator with successful track record of leading multi-cultural teams covering Operations, Technology, Process Re-engineering, Compliance and Risk Management.
Executive Director, IT
Mr. Whitmell is the executive director in charge of PAG’s information technology infrastructure. Prior to joining PAG in July 2017, Mr. Whitmell spent twenty years as an IT professional with Macquarie Bank, most recently as head of enterprise technology and workplace for Asia, where he managed the end-to-end delivery of IT infrastructure services and operations across the region.
Mr. Whitmell has a diploma in financial markets from the University of New South Wales and Securities Institute of Australia and studied for his MBA at Monash Mt Eliza Business School with a focus on international business.
MD & Co-Founder
Senior analyst, financial services
Eiichiro Yanagawa is a senior analyst with Celent’s Banking practice and is based in Tokyo.
Eiichiro's research focuses on IT strategy issues in the Japanese and Asian banking and financial industries. His recent research has included core banking systems, ATMs, and anti-money laundering technology, and focused on the technologies driving disruption in three areas: innovation, digital, and legacy and ecosystem transformation. Eiichiro's consulting experience includes development of bank IT strategies, thin client / desktop virtualization to support business continuity, evaluation of data centers for hosting core systems, and vendor selection of AML, risk management, and other technologies.
Eiichiro is widely quoted in the press, including Nikkei, Nikkei BP, ITmedia, The Japan Times, Bloomberg, SNL/ S&P Global, Gtnews, The Trade Asia, Asia Insurance Review, Asia Risk, and Asian Banking & Finance. He is a regular speaker, chairman, and panel moderator at the leading industry events in Japan and Asia.
Prior to joining Celent, Eiichiro was the Chief Manager of the Financial Global Solutions Division and the Regional Bank Financial Solutions Division at NEC Corporation in Tokyo. He was responsible for developing NEC’s core banking system, strategic marketing planning, and consulting on financial institution systems.
Prior to that, Eiichiro was the General Manager of the Financial Services Division at NEC Corporation of America in New York. In this role, he worked on the development of IT strategy and advised clients, mainly Japanese financial institutions, on outsourcing and selection of software packages.
Eiichiro earned his Bachelor of Economics from Shizuoka University and his MBA at Hitotsubashi University Graduate School of Commerce and Management.
Director of enterprise data quality & data quality incident management
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.
The end-user participants of the Advisory Board have no affiliation or relationship with commercial entities participating in the event and do not endorse any commercial services.