Global Advisory Board

Global Advisory Board

Rick Aiere

Consultant for chief data architect, enterprise data management

NYU

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

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Ashish Bajaj

CTO

DSP Mutual Fund

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Julia Bardmesser

SVP, Head of data, enterprise architecture and salesforce development

Voya Financial

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

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

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

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Sumanda Basu

Director Data Governance & Data Management Technology

Societe Generale

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John Bottega

President

EDM Council

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


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

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


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

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Lionel Bruchez

CISO

UBS AG | Hong Kong

Lionel Bruchez is the Chief Information Security Officer (CISO) for Hong Kong 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. 

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Peili Chang

CDO and P&C chief actuary

AXA Philippines

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

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

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

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

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

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Naomi Clarke

Strategic advisor enterprise data

M&G plc

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

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Sandeep Deobhakta

Chief bancassurance officer

Manulife Financial Asia

Sandeep is the Chief Bancassurance Officer at Manulife Financial Asia. Prior to his current role, Sandeep has over 25 years of banking experience in nine countries. He started his banking career with Citibank and was part of the leadership team that built Shinsei Bank, Japan’s award-winning retail bank.

Sandeep is a keen observer and commentator on financial services and believes that financial services must work harder to improve the customer experience and the service and contribution to the customer and the community.

Sandeep is a Sloan Fellow and has an MBA from MIT [Massachusetts Institute of Technology], Sloan School of Management.

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Ellen Gentile

Director of enterprise data quality & data quality incident management

Sumitomo Mitsui

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

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

 

 

Dessa Glasser

Board member

Oppenheimer Holdings

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

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Martin Granell

GM data services and platforms

National Australia Bank

Martin is GM for Data Services and Platforms at NAB, where he is responsible for the bank’s data warehouses and modern cloud-based intelligence platforms.  He was previously the CTO for AGL Energy, as well as Head of Customer Decisioning at the Commonwealth Bank of Australia. He has been a consultant, start-up owner, general manager, solution architect and data analyst. He has worked across industries such as energy, finance, travel & media, driving the adoption of technology and data-driven capability to further business strategy. He has spoken on topics ranging from software factories to next best action marketing and is passionate about technology enabling businesses to engage with their customers in a deeper and more sustainable manner.

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Tinku Gupta

CTO

SGX

Ms Tinku Gupta is the Chief Technology Officer and a member of the SGX Executive Management Committee, where she is responsible for the overall planning, development and implementation of the company’s technology-related strategies and initiatives, as well as operations of SGX Technology environment.

Tinku joined SGX in 1996, and over the past 20 years she successfully led Technology, Programme Management and Business functions, implementing trading and clearing platforms while driving operational resilience and innovation programmes. Tinku has also led Market Data and Connectivity business at SGX establishing new business lines like the co-location services and the index business.

Tinku holds a Masters’ degree in Engineering.

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Laura Bertarelli Hamilton

MD - Global Head of Treasury Technology

Bank of America Merrill Lynch

Amran Hassan

Head of innovation and CIO

Maybank

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Eiichi Kashiwagi

Executive officer, member of the board

Mitsubishi UFJ Kokusai Asset Management

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Parag Kulkarni

Senior director, operational excellence, Hong Kong & GCNA (Greater China and North Asia) Region

Standard Chartered Hong Kong

IBM certified Lean Master, Six Sigma Black Belt Certified from Indian Statistical Institute, Human Centered Design Thinking Practitioner recognized by LUMA Institute, SCB Dynamic Work Design Thinking Facilitator and SCB A3 Coach

15 years of overall experience in Lean Six Sigma Business Process and Strategy Consulting, Program Management (Regional Portfolio), Process Automation, Digital Transformation (STP & API focused), Process Outsourcing, Vendor Engagement & Management, IT Delivery Management, SAP Consulting catering to global clients across Banking, IT, Pharmaceutical & Energy industries

Global experience in working with Clients Business Groups and Operations in UK, Europe, Canada, Hong Kong, China, Taiwan, Japan, Korea, Thailand, SE Asia & India

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Scott Lam

Head, data governance

Standard Chartered Bank

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Michael Leung

Group CEO

BOA International Financial Group

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

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

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

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

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

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Patrick Liu

CISO

Fusion Bank

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.

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Micky Lo

Managing director, chief information risk officer APAC

The Bank of New York Mellon

Micky Lo joined BNY Mellon in July 2013 as Chief Technology Risk Officer APAC. He is leading the regional team with the mission to enable business solutions while proactively protecting BNY Mellon from information risks in a balanced control environment. He oversees and govern the implementation of the bank wide information risk roadmap in the region with particular focus on IT regulatory compliance

He has over 30 years of IT experience in Financial Service Industry that spans across a diversified IT management disciplines including regional and location management, IT and security architecture, distributed computing engineering, technology infrastructure operation, outsourcing/in-sourcing management, IT risk management and technology audit.

Before joining BNY Mellon, Micky was the Head of IT Security APAC and Head of Technology Greater China for Deutsche Bank. Micky has held various management positions in IT management, IT Security/Risk management and Audit with JPMorgan and Citibank.

Micky serves as an industry advisor of the Bachelor of Management Science and Information Management Programme of Hang Seng University.

Micky received a Bachelor of Mathematic degree from the University of Waterloo (Canada) and an Executive Master of Business Administration degree from University of Western Ontario (Canada).

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Ewan McAllan

Head of business design and innovation | GBM ASP CDO

HSBC Global Banking and Markets

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

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

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Karla McKenna

Head of standards

GLEIF

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

 

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Daisuke Nakao

Chief advisor, global financial crime division

MUFG

Nakao is the Chief Advisor for the Global Financial Crimes Division Financial Crimes Office for Japan, at MUFG Bank.  He joined the Bank of Tokyo in 1987 after graduating from the International Christian University. He has been in the AML field since 2009.

He has contributed articles to professional journals and has co-written two books on AML/CFT and Economic Sanctions.  He is a frequent speaker at the ACAMS Tokyo Conference and was awarded the ACAMS Al Gillum Volunteer of the Year in 2017.

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Takehiro Nakayama

Executive officer, CDO

MetLife Insurance

Takehiro Nakayama, Executive Officer & Chief Data Officer, has been with MetLife Japan since 2018. He is responsible for driving the data roadmap and prioritization of applying analytics, enforcing data governance, and adoption of strategic data implementation.

Before joining MetLife, he was a Chief Data Officer & Head of Smart Data at AXA Life Insurance. He set up a cross-functional data team that engaged in data platform development, data management, and data analytics. Prior to that, he was a director of Big Data Group at NTT DOCOMO, where he was responsible for the development and operation of its data analytics platform. He was also responsible for deriving business value from one of the largest data repositories in the world. He started his career as a researcher at Fuji Xerox and FX Palo Alto Laboratory, where he developed techniques for web data mining. He also worked on several research projects related to information retrieval, natural language processing, data analytics, and mobile terminal architecture.

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Masahiro Ono

Assistant general manager

Mitsui Sumitomo Insurance Company

Masahiro is an Assistant General Manager of International Department, Mitsui Sumitomo Insurance (MSI), where he joined in 2000, after more than ten years carrier in Japanese banking sector.  Masahiro has been engaged mainly in legal and documentation (including ISDA) for international business (mainly cross border M&As) and financial solutions business, including Alternative Risk Transfer (eg. Weather Derivatives)

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Kirill Petropavlov

Director, AI innovation

Bank of Singapore

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Abel Picardi

Managing director and chief compliance officer

Bank of China

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Barry Raskin

Managing director

Jordan and Jordan

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Yutaka Sakurai

Director-general

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.

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Amit Saxena

Deputy CTO

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.

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Berkan Sesen

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.

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Adam Singer

Managing director, head of core compliance and operational risk, Asia Pacific

J.P. Morgan

Adam Singer, Managing Director, is the Head of Core Compliance and Operational Risk for Asia Pacific and based in Hong Kong.  Adam is responsible for operationalizing the independent risk management framework across Asia Pacific with a strong focus on ensuring global best practices are applied locally. As a function of his role, Adam is directly responsible for Operational Risk, Compliance Practices, Employee Compliance, Corporate Functions Compliance, Controls, Data Privacy and Anti-Bribery and Corruption.

Prior to taking on his current role, Adam was business manager for the Asia Pacific Equities Sales & Research business and earlier in his career Adam was global head of Research Technology and Distribution based in New York.

Adam speaks English and French and is familiar with Mandarin. Adam holds an MBA from Columbia Business School and a Bachelor’s degree in Civil Engineering and Applied Mathematics from McGill University.

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Suren Siva

Director strategy & innovation

CREDIT SUISSE

Suren works as a Strategy & Innovation lead within the UK CEO office at Credit Suisse, he works closely with the Global Markets and Private Banking Businesses on the growth, performance and control of their businesses. He leads Credit Suisse’s engagement with Fintechs and the wider ecosystems in the UK.

He has over 18 years of experience working within financial markets, at Tier 1 Investment Banks, and as a Management Consultant. His particular focus areas include: Corporate Strategy & Innovation, Product Development and restructuring businesses to drive growth. 

Suren’s passion for technology and entrepreneurship started early; a BSc in Neuroscience from King’s College London and MSc in eCommerce led him to develop an interest in how technology innovation changes human behaviour.

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Medhy Souidi

Head of fintech & startup Xchange

DBS BANK

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

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

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Kelvin Tan

Innovation for treasury & markets, technology & operations

DBS Bank

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

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

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

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

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Victor Tewari

Senior technology officer, CM institutional & corp banking technology

BMO Financial Group

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

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

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

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

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

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

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

 

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Philip Woo

CRO

Tokio Marine Life Insurance Singapore

Philip Woo is the Chief Risk Officer and oversees corporate governance and risk management in Tokio Marine Life Insurance Singapore (TMLS). He has over 26 years of experience in the financial sector, and began his career at MAS before joining the insurance industry. Over the period, he has played leadership roles in Enterprise Risk Management (ERM), Business Continuity & Crisis Management, Outsourcing/Vendor Risk Management and Technology Risk Management (TRM). He currently chairs the Governance, Risk and Compliance Committee (GRCC) at TMLS, and oversees the managing of operational, financial and strategic risks in the company. In addition to risk management, Philip has a wealth of experience in strategic planning, financial technology and payment system matters.

John McManus

Global Head of Sales & Partners, Financial Information

SIX

John McManus heads up the Global Sales & Partners organization for Financial Information at SIX and he is part of the business unit leadership team. In his role he is working closely with our customers and partners to support and anticipate their data and regulatory requirements. He is also responsible for identifying and responding to global market trends. John has been with the company since 2004, in previous roles, he oversaw the Financial Information Sales for SIX in the US, and in the U.K. and Ireland.

At SIX, John is firmly focused on helping firms meet their core reference data, corporate actions and key regulatory data needs, especially Global Sanctions Monitoring, IRS871m, MIFID II and PRIIPs. John is a regular speaker at industry events in Europe and the U.S.

Prior to joining SIX, John spent 10 years consulting in the financial services sector across the US & Europe. Johns holds a Master’s Degree from University College Dublin.

David Wright

CDO, North America

Commerzbank

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

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Eiichiro Yanagawa

Senior analyst, financial services

CELENT

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 AsiaAsia 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.

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Gary Yiu

Head of IT audit

Bank of China (Hong Kong)

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Stephen Young

Head of technology - data ecosystem and advanced analytics

ANZ

Stephen Young is the Head of Technology, Data Ecosystem and Advanced Analytics, for Australia and New Zealand Bank, based in Chengdu, China.  Stephen is responsible for creating the next generation data ecosystem, unlocking the untapped potential of rich data assets through advanced analytics and insights.

Stephen’s career spans over 20 years in Banking and Finance technology in the UK, Australia, Singapore and China.  At ANZ he his roles include General Manager Data Technology,  Executive Program Director OTC Derivatives, and Program Manager Foreign Exchange specialising in algorithmic trading platforms.  Prior to ANZ Stephen worked for National Australia Bank as Technology Director Business Internet Banking.

Stephen is the chairman of the Australian Chamber of Commerce, West China.