Consultant for chief data architect, enterprise data management
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.
SVP, Head of data, enterprise 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.
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.
Managing director data governance & standards, Americas
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.
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.
Head of technology risk management
Industrial and Commercial Bank of China (Asia) Limited (ICBC (Asia))
Welcome Chan is the Head of Technology Risk Management of the Industrial and Commercial Bank of China (Asia) Limited (ICBC(Asia)). With his capacity, he is responsible for ensuring the ICBC(Asia)’s information security policies, technology risk matters to ensure the adherence of regulatory and compliance requirements. He also plays a key role on information and cyber security risk matters of the bank and provides security advises to businesses, projects, IT infrastructure and application reviews to alleviate the potential security risks. Prior to joining the ICBC(Asia), he was the Security Manager of CMB Wing Lung Bank, Assistant Vice President of IT Security of China CITIC Bank International, the Information Security Manager of Bank of Communications, Hong Kong Branch, and had held different IT audit management and Security roles of listed companies and manufacturing enterprises.
Welcome holds an MBA degree from the Hong Kong University of Science Technology (HKUST), and a Bachelor Degree of Electronic and Communications Engineering from The University of Hong Kong. Welcome is also a qualification holder of CISA, CISM, CISSP, CSSLP, CGEIT, CRISC, CCNP, CREST CPSA, CRT and IRCA ISO27001 ISMS Lead Auditor.
CDO and P&C chief actuary
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).
Director Portfolio Management
PanAgora Asset Management
Mike Chen, Ph.D.
Dr. Chen is a Portfolio Manager at PanAgora. In this role he is responsible for novel alpha research and model development in the Dynamic team and across the wider Equity group, and daily management of firm’s Dynamic portfolios. Dr. Chen is also responsible for leading the development of PanAgora’s ESG strategy, including alpha research, portfolio management, and model and product development. Dr. Chen’s research interests are in the areas of machine learning, ESG, and alternative datasets. Previously, he was a portfolio manager at PanAgora’s Stock Selector team.
Prior to joining PanAgora, Dr. Chen was a Portfolio Manager at BlackRock’s Scientific Active Equity (SAE) team, where his responsibilities include portfolio management and research into alpha insights for use across the entire SAE platform. While at SAE, Dr. Chen won “Signal of the Year” award for a signal he researched and developed. Prior to BlackRock, Dr. Chen worked at Google where he was a member of the team that managed Google’s fixed income investment portfolio and FX exposures. Dr. Chen started his career at Morgan Stanley in New York where he traded and managed a portfolio of exotic US rates derivatives. While at Morgan Stanley, Dr. Chen researched, developed and patented a framework that allowed for pricing of derivatives based on two rate curves with dynamic multiplicative spread, one of the first such models on the street.
Dr. Chen graduated from the University of Illinois in 2005 with a Ph.D. in Electrical and Computer Engineering. He has published in leading engineering and applied mathematics journals, and had been invited to talk at numerous conferences.
Regional director - technology innovation
Prudential Corporation Asia
Andy Chun is a seasoned senior executive and a broad technologist with over 30 years of experience in a wide range of industries, including finance, insurance, health, transportation, and education. He is widely recognized as a top IT leader and an AI pioneer. Chun has a diverse background, achieving success in academia, industry, consulting, and start-up operations. Currently, he is with the global financial services group Prudential plc as the Regional Director of Technology Innovation for Asia. Chun provides leadership in the use of AI to improve customers’ health and wealth, and transform business. Chun is also an honorary Adjunct Professor at City University of Hong Kong, where he previously served as its Chief Information Officer and was an Associate Professor. Chun received numerous AI and ICT awards, including the HK CIO Award and the Top 5 Greater China CIO Award. He is also a senior advisor to the HK Government on AI and IT strategies. He is a Council Member of the Hong Kong Computer Society and serves as the Convenor for its AI Specialist Group, promoting AI and advising the Government on policies. Chun holds a Ph.D. in electrical engineering from the University of Illinois at Urbana-Champaign and attended executive MBA training at Boston University.
Vice president and chief operating officer CUSIP global services (CGS)
S&P global market intelligence
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.
Head of client services technologies
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.
CDO - Americas
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.
Head of enterprise data
Gunjan has 16+ years of experience in the areas of Data & Analytics in the BFSI (Banking, Financial Services, Insurance) industries across US, Europe, and APAC. She has successfully led, jumpstarted, and scaled up Data & Analytics teams for organizations such as HSBC, Fidelity Investments, Genworth Financial, and Bajaj Allianz Insurance. She is a data evangelist and has delivered several business use-cases that harnessed and monetized data for organizations. She is well-versed with the complexity of managing Big Data challenges in terms of the 5Vs (volume, velocity, variety, veracity, and value). In her current role, Gunjan is executing on a firm wide data management strategy to enable the use of data as an asset by focusing on areas of data quality, lineage, golden source etc. Gunjan holds a Bachelor’s degree in Mathematics and has earned a MBA in the areas of IT, ecommerce, and supply chain management. She is a regular speaker and contributor at industry forums and events.
CDO, Asia Pacific WPB
Patrick Khong is the Chief Data Officer for Wealth & Personal Banking Asia Pacific at HSBC. He is a seasoned data, risk and analytics senior leader in the banking and insurance industry with various international financial institution such as AIG, Standard Chartered and Citibank. His current role focus is to transform data for business growth, compliance and risk while maximizing the value of data. Over the years, he has developed deep understanding of banking and technology on data analytics and data management. He currently also dual operate in global role for data engagement delivery to drive effective strategy and execution in offshore centres.
Head of trade execution technology and lead architect, equities, Asia Pacific
Sumit Kumar is the regional Head of Trade Execution Technology and Lead Architect for the Asia Pacific Equities (APAC) technology function at Credit Suisse. In the Trade Execution technology role, he is responsible for APAC-wide Trading Connectivity, Pre-trade Risk Control, Low Latency Client Connectivity, Low Latency Market Data and Low Latency Algo functions.
In his role as lead Architect for APAC Equities, Sumit contributes/drives broader APAC wide Equities technology architecture. He relocated to Hong Kong in 2016 from Singapore, where he served almost a decade in the Credit Suisse Singapore office undertaking numerous technology focused roles.
Sumit is a well-established expert on Low Latency Software Development and he is one of the pioneers of Model Driven Development in Credit Suisse. Notably, he led Messaging Abstraction Layer and Low Latency Service Oriented Architecture (SOA) stack development for the bank in his prior roles. Before joining Credit Suisse, Sumit worked at technology companies with focus on telecom software development and engineering.
Senior advisor for data and artificial intelligence
UnionBank of the Philippines
David is the Senior Advisor for Data and Artificial Intelligence at UnionBank Philippines.
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 (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 has extensive exposure and experience in both industry and academia and he has consistently applied advanced technology with an analytical mindset to shape and deliver new innovation. 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. Out in the "field", David is more likely to consider himself a data artist instead of a pure data scientist.
Head of Mortgage Product and Data Science
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.
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.
Digital programme head
Hong Kong Broadband Network
Clare Liu is a data scientist at Hong Kong Broadband Network. She is also a contributing author at several publications including Towards Data Science and KDnuggets. Her new video channel - AI Sensei was launched in March this year delivering innovative and cutting edge AI and Machine Learning knowledge in Hong Kong for everyone.
Prior to joining HKBN, Clare was working in DBS innovation and ecosystems team to drive various data-related projects in different teams and her major role was to involve in data mining research projects and bring innovative insights to her teammates.
Chief technology officer
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.
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.
Nagaraja Kumar Deevi
Managing partner & senior advisor
DEEVI Advisory & Research Studies
Nagaraja Kumar Deevi is senior strategic executive with over two decades of Leadership experience advising Global Banking & Financial Institutions. He is Senior Advisor to number of companies. NAG is specialized in Digital Transformation, Banking regulations, Regulatory Policy & Affairs and Enterprise wide Strategic Risk initiatives. Designed and developed Enterprise Risk Governance Framework aligned with firm-wide Corporate strategy, setting high level Regulatory Policy, Risk Appetite Statement, Recovery, and Resolution Planning (RRP)/Living Wills, Culture, Conduct & Reputational Risk ad Cyber Risk. NAG works closely with Academia, as mentor, publish Research papers and has advanced management studies from Harvard, Columbia, NYU, Kellogg and MIT.
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).
Global Head of GIA analytics & insights
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.
Director, AI innovation
Bank of Singapore
MD, Global head of client, banking, & digital technology
RBC capital markets
Kim Prado heads the Global client, banking & digital technology group across Capital Markets. She has been at RBC for over 12 years supporting the business in various capacities from running Global FIC Production Services to Head of Fixed Income Sales and Credit Trading technology. Currently, her role includes managing all aspects of client technology as well as Banking and Digital Channels across all lines of business within CM. She is also a member of RBC’s Global Markets Innovation Leadership Council. Prior to joining RBC, Mrs.Prado ran the API Connectivity Development team at ICAP and was part of the initial launch of BrokerTec. She has also held multiple technology positions across the street with Deutsche Bank, Mizuho and Chase Securities. Mrs. Prado received a BA from Stockton University in accounting.
Jordan and Jordan
Executive board member
Global Blockchain Association
International ICT speaker. Seasoned CTO, with blockchain, AI, IoT, cyber security, managed services, cloud computing, big data, and ICT innovation professional focused on business value; brings experience, creativity, structure, motivation, & agility. Over 30 years of ICT experience, covering, innovation, architecture as well as risk management, compliance, auditing, certification, business continuity, & disaster recovery. Served sectors include Telecom, Oil & Gas, Financial , Government, Defense, HealthCare, & Education. Created the process A6 of security: Assess, Architect, Apply, Administer, Awareness & Agility. He architects practical & business focused solutions using standards & industry best practices.
He has been the speaker at numerous international conferences with topics including: ICS Security, ICT Security, Business Continuity, ICT Architecture (TOGAF), Wireless Security, Regulatory Compliance, Physical Security, Biometrics and Smart Cards, Ethical Hacking, ISO27001, ISO27002 (ISMS), ISO2000 (ITIL), ISO13335 (Risk Management), ISO22301 (BCMS), CobIT, Basel II, EMV-2, PCI-compliance, SOX, Info warfare, Fraud, Identity Theft, SAP-Security, CISSP, Forensics & Incidence Response.
CIO and head of technology services
Head of fintech & startup Xchange
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.
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.
Regional Head of Technology Strategic Partnerships, Asia
Prudential Corporation Asia
Executive director, data governance
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.
Senior lecturer & consultant of analytics & AI
NATIONAL UNIVERSITY OF SINGAPORE
Eric is presently a senior lecturer in AI and data science in the National University of Singapore. Previously he has over 15 years of financial experiences in banks, Fintech start-ups and oil major. His diverse financial experiences in risk management, quantitative analytics and energy economics include as a vice-president with Credit Suisse, Standard Chartered bank, BP Oil and DBS. He was also director of data science in a China Fintech start-up with 5 million users doing AI and NLP on the China equity indices and selling the data to global hedge funds. His educational qualifications include MS Financial Engineering from Columbia University and a Phd in Finance from Edhec (2019/20 expected). He mixes practice financial experience with AI expertise.
Melecio G. Valerio Jr.
Head of enterprise data management
FWD Life Insurance
Currently the Head of Enterprise Data Management for FWD Life Insurance Philippines focusing on Data Governance, Data Architecture and Data Visualization. Has more than 6 years of Data Governance experience. Has piloted a Data Warehouse application in Maybank Philippines and developed various data models in consolidating multiple source systems to generate single source of data while establishing Data Stewardship council which focuses on addressing Data quality related issues. Previously worked in QBE Philippines who successfully strengthened the team's capability in establishing a Data Center of excellence across all Divisions focusing on data quality, Meta data, Reference and Master data management.
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.
Regulatory Product Manager
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.
Chief Data Scientist
ALLIANZ ASIA PACIFIC
Innovator and strategist in data science and artificial intelligence. I lead and mentor data scientists, co-creating AI solutions in healthcare, pharmaceuticals, financial services and cybersecurity.
MD workforce transformation & shared services
Brown Brothers Harriman
Kevin Welch is responsible for the Workforce Transformation & Shared Services disciplines within BBH Investor Services. In this role, Mr. Welch manages a process engineering team that identifies and implements business and technology solutions with the goal of constantly improving the services BBH offers to our clients. He is also responsible for developing and executing our globalization plan, operational strategy and relationships with outsourcing partners.
Mr. Welch joined BBH in 2004 and previously served as the Head of Service Delivery and the Head of Custody, Markets and Client Service in Krakow. He was instrumental in establishing the Krakow office. Mr. Welch began his tenure at BBH in Boston within Corporate Actions, and later became the department head for the division.
Mr. Welch has a Bachelor of Arts degree in Political Science and History from the University of Massachusetts at Amherst.
Alla Whitston is the SVP, Chief Technology Officer for CIT Group Inc., a leading national bank focused on empowering businesses and personal savers. In this role, Whitston leads the technology planning and development for enterprise functions and all lines of business. Whitston joined CIT in October 2018 from Bank of America where she was most recently the managing director and chief technology officer for enterprise functions. Previously, she also led end-user technology services and wholesale banking technology infrastructure. Prior to joining Bank of America, Whitston served as the managing director in the Investment Banking division at JP Morgan and was responsible for application and infrastructure management. She also held key technology positions at Bear Stearns, Goldman Sachs and Bankers Trust. She holds a master’s degree in computer science from Georgia Technical University.
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
Head of IT audit
Bank of China (Hong Kong)
Segment Head - Technology (Head - BI & Data Warehouse)
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.
Tinsley Zhu is a client solutions analyst at BlackRock. In her role, she provides strategic advisory and customized product solutions to help clients with issues related to performance attribution, risk analytics, portfolio construction, and quantitative modeling. Tinsley graduated from UC Berkeley in 2019 with double major in Industrial Engineering and Computer Science. Prior to BlackRock, she had internship experience across financial consulting, quantitative research, software engineering, and private equity, and side projects in personal investment and leadership facilitation.
Head of Strategic Projects and Performance, SME
TSB Business Banking
Janet Adams is a disruptive tech advocate with 20 years experience in Banking Risk and Technology, currently working at TSB Business Banking as Head of Strategic Projects & Performance. With previous experience gained in commercial and investment banking sectors at HSBC, RBS, and Barclays, Janet has recently completed a MSc in Artificial Intelligence at the University of Essex where she developed a path breaking dissertation on Explainability and Accountability of AI for global banking regulatory compliance, fair customer outcomes and market stability, in which she investigated and assessed different algorithmic approaches for 9 AI banking use cases across retail and wholesale sectors. Janet’s blend of technology, risk, conduct and AI gives her a unique perspective on the ethics of Artificial Intelligence in Banking, and she is committed to the principles of inclusivity and benefit for all through the AI revolution.
Brian is Chief Executive Officer and Chairman of Torstone Technology, a leading global software provider of post-trade securities and derivatives processing. Prior to this Brian was Chief Information Officer and then Chief Operating Officer of KBC Financial Products, an innovative global investment bank, with offices in Hong Kong, Tokyo, London, Toronto and New York, from where he led a Management-Buy-Out to launch Torstone Technology.
Brian has been in the financial technology industry for over 30 years, leading teams and projects at executive- and board-level, working for global investment banks UBS and Natwest Markets, global investment and technology development firm DE Shaw, as well as working with start-up technology firms specialising in the finance, Alphakinetic, Issufy and Percentile, recently acquired by Torstone. In 2014, Brian was identified CEO of the year by Systems in the City, for the impressive growth of Torstone as a new entrant to the financial services post-trade industry and the growth continues.
Brian holds a M.A. from Cambridge University, where he studied Mathematics and Computer Science; and an MBA from City University, where he studied business and financial engineering.
Ned is a Senior Managing Director and Chief Data Officer at TIAA. He joined in October 2017, as Managing Director, Chief Data Officer. He is responsible for establishing a corporate-level strategy for the management and use of data. Accountability for data management policy and standards, architecture, and enterprise data science. Ensuring high quality supply chains of data, efficient and effective infrastructure & tools, processes to optimize the use of data for both risk management and growth strategies at the firm. From January to April 2019, Ned was Interim Chief Information Security Officer.
Experience: Over 25 years’ experience in Financial Services at Bank of America, Accenture and several startup ventures. Specific functional experiences: Analytics and Data Management, Data Warehouse, Cyber Forensics, Access Management, Litigation Support, Corporate Audit, Large Change / Program Management, Strategic Consulting, Corporate and Business Development. Economics degree from Davidson College, Davidson, North Carolina.
Nick has spent the last 20+ years working on Wall Street, with a combination of time spent working on both the sell-side business at Morgan Stanley and buy-side technology in JP Morgan, and most recently moving closer to the end-investor at Kestra Financial, providing technology to Financial Advisors in the Wealth Management industry. With an engineering background, having played most roles in the software development lifecycle, and a strong commercial acumen, he has lead organizations through major transformational and industry-leading, innovative initiatives across global organizations leveraging a combination of ‘buy’ and ‘build’ solutions.
Global Head of Artificial Intelligence
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.
SVP, Managed Services and Regional Head of Professional Services
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.
Professor Emine Yilmaz
Department of Computer Science
University College London (UCL)
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.
Dr Désirée Remmert
AI Research and Project Manager
Big Innovation Centre
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.
Head Financial Information
In January 2020, Marion Leslie assumed the role of Head Financial Information. The British-Australian dual citizen moved from Refinitiv (formerly Thomson Reuters), where she was appointed Managing Director Enterprise Business in 2016. In this position she was responsible for a significant flagship business of many hundreds of million dollars, delivering real-time data feeds, analytics, data management and distribution platforms to financial service customers globally. In prior roles, she has run global technology and cross asset content teams at scale, supported by 1,500 experts in 26 countries worldwide. Marion Leslie held a variety of executive roles within Thomson Reuters, which she joined in 1994. She gained international experience as Executive Director, Board of Reuters India, where she established and developed a center of excellence that would eventually span five offices and 2,000 employees. Marion Leslie holds a Post Graduate Certificate in Education in French and German from the University of Cambridge. She was nominated in the Cranfield University Female FTSE 100 Women to Watch Board Report in 2017, and in 2014 was the winner of the Award for Achievement at the Women in Banking and Finance Awards.
Laura Bertarelli Hamilton
MD - Global Head of Treasury Technology
Bank of America Merrill Lynch
Head of data management
Sripriya Sreedher (Priya) is the Head of Data Management at Natwest Markets, where she is responsible for defining and executing the organization's data strategy. She leads a cross-functional team spread across different locations. She is also responsible for implementing and maintaining the Controls and Governance model for artificial intelligence initiatives within Natwest Markets. Priya has a background in technology and has over 20 years of experience, spanning Business, Technology and Operations domains across multiple geographies.
Chuck Teixeira is the Founder and CEO of WCKD RZR, an enterprise software firm focused on delivering intelligent automated Data Privacy solutions.
Previously, Chuck was the Chief Administrative Officer and Head of Transformation for Global Banking and Markets at HSBC. Under the Transformation banner at HSBC, Chuck led the global, cross-business effort of business model redesign and solution, using the latest market capabilities; Big Data, Automation, Distributed Ledger Technologies, Digital Platforms, FinTech partnerships and Cloud enablement.
Prior to HSBC, Chuck has held several executive roles as: a member of the EMEA Corporate Client Solutions Executive Committee at UBS, the Global COO of the Client Capital Management division at Barclays, COO Equities Americas at Nomura and the CAO of Equities EMEA at Lehman Brothers.
Chuck is a Canadian chartered accountant and has an MBA from the University of Toronto where he serves as a member of their European Leadership Council.
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.
Global content director
CEO & co-founder
Jon is the CEO and co-founder of Velox, a fintech focused on delivering the future of front office technology. A future that modernizes the user experience, maximizes the value of data and trade-flows and enables fast change.
Prior to founding Velox, Jon was a Managing Director at Goldman Sachs where he held roles as Head of Equities Trading Technology and Head of Operations Technology.
At GS, he focused on the electronification of the Equities market through the 00’s and then more recently the implementation of Dodd Frank and the large-scale industrialization of the Operations function.
Jon was also an MD at RBS where he co-headed Markets Technology and was responsible for building a cross-asset flow trading platform that could be used both internally and directly by clients.
Jon began his career in the late 90’s as developer at Natwest Markets in Asia, building Index Arbitrage systems.
Jon holds a BSc in Software Engineering from University of Birmingham.
Director Data Governance & Data Management Technology
Jay Wolstenholme | Moderator
Having joined Chartis in July 2020, Jay’s primary focus is to lead and build-out our offerings for the buy-side, both in asset management and wealth management. Buy-side is a focused area of Chartis’s expansion and we are delighted to have Jay leading this area which is increasingly important for both our clients and the industry in general. Jay was most recently a Senior Principal at Finastra. Prior to this he spent 4 years as a Senior Analyst at Celent, 4 years as the Director of Capital Markets at HP, 5 years as a Research Director at Gartner and his first 8 years in industry as a Group Manager in fixed income IT at UBS.
Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.
Chief-Digital and Agile Transformation Office
Mahan Patil has 23 years of Business and IT Transformation Leadership with an experience in domains like Insurance and Financial Services across US, EU and APAC. He has been driving the Enterprise and Digital Transformation initiatives focused on Customer Experience (CX) to bring a greater convergence of Physical world with Digital Eco-System along with the transformation of ways of working thru’ Agile-DevOps-Lean frameworks for a 10x Impact.
Though the digital technologies has been his passion, he has been preaching more of a “whole brain” approach to any complex problem or a business need through Target State design across Products, Target Operating Models, Operational Excellence, Service Design and most importantly Experience to deliver a sustained Customer Delight in the era of Disruptive Technologies by leveraging Design Thinking, Digital Technologies like that of AI-ML-SMAC-Omni Channel Platforms to connect legacy data with intelligent insights of customer journeys to create “Business Agility” and “Innovation” for 10x Impact.
He is an Engineer and MBA by education, certified on Design Thinking and Digital Transformation by the accredited agencies in USA.
Michael Mollemans is a Research Principal at Chartis Research. Michael was a Senior Analyst at TABB Group, with over 20 years of trading and research experience across 5 countries. Before joining TABB, he was at Pavilion Global Markets and Credit Suisse Securities Japan. Prior to that, he worked at Daiwa Capital Markets America in New York and at Credit Lyonnais Securities in Japan and New York.
He conducted research into Fintech and AI at Harvard University, holds a PhD in Econometrics from Macquarie University and a bachelor’s in finance from The University of British Columbia. Additionally, he is a CFA.
SC Ventures - Financial Markets and UK Lead
Standard Chartered Bank
Dominic is a member of SC Ventures, Standard Chartered’s team responsible for promoting innovation, investing in disruptive financial technology, and exploring alternative business models. In his role, Dominic focuses on Financial Markets FinTech, the team’s UK/EU strategy and client engagement. He is also a founding UK member and SC Ventures lead for Standard Chartered’s UK eXellerator, an innovation lab dedicated to improving customer experiences and increasing efficiency through collaboration.
He joined Standard Chartered in September 2009 through the Management Associates program. He has held a number of front office markets roles, as well as treasury and business management roles at Standard Chartered and JPMorgan in New York. Dominic started his career as a lawyer in Silicon Valley working with start-ups and investors, as well as public technology companies. He has also worked with early stage start-ups looking for business model development and funding.
Dominic holds an MBA and a Juris Doctorate and is currently a licensed (inactive) lawyer in California. Dominic has lived and worked in the US, UK, Hong Kong and Singapore.
Adriana Maylin Saw
Assurance chapter lead – deposits and responsible lending
Adriana leads the Deposits and Responsible Lending Assurance teams at the ANZ. Over the past 15 years, Adriana has held a range of risk and assurance roles within financial services organisations across all three lines of defence. She is passionate and committed to promoting gender and cultural diversity in senior corporate roles. In 2017, Adriana was a winner in the Australian Financial Review, BOSS Young Executives and was recognised in the inaugural 2019 40 Under 40: Most Influential Asian-Australian Awards (Corporate Category). More recently, Adriana is a finalist in Amina of Zaria’s #ColourFULL 2020 awards, Australia’s first leadership and entrepreneurship conference for women of colour.
Head of ESG Research & Integration Asia
Manulife Investment Management
Based in Singapore, Eric is responsible for setting the ESG research, integration, and active ownership agenda in Asia. In his role, Eric conducts proprietary research to identify and manage investment risks and opportunities related to the sustainability strategies of companies in the region. Eric also works with Asian based portfolio managers on evaluating ESG exposures at a portfolio level. He collaborates with the ESG team on methodologies for product development and represents Manulife IM’s ESG capabilities among the local investment community..
Prior to joining Manulife Investment Management, Eric led the Sustainable Finance initiatives for Asia-Pacific at S&P Global where he helped to develop and launch the ESG Evaluation Framework. He worked closely with analysts across the region to evaluate ESG exposures in corporate and infrastructure entities. Before joining the Sustainable Finance team, he covered various sectors as a credit ratings analyst at S&P in both the United States and Asia. Preceding S&P, Eric worked on an equity portfolio at Barclay’s PLC in New York, and on the special situations desk of the boutique investment bank StormHarbour Partners LP.
Eric holds a Bachelor of Arts in psychology from Colgate University. He is a CFA charterholder and a member of the CFA Society of Singapore.
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.
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.
CDO, VP/Head of data science, Visa Consulting & Analytics, Asia Pacific, Visa & Co-Founder of the non-profit FemaleFounders.com
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
ED & Head of group risk analytics division
United Overseas Bank
Simon leads a multi-disciplinary risk analytics team that oversees enterprise-wide risk management models at United Overseas Bank. The team validates a wide range of risks and measurement models. Those models can be used to assess and manage credit, market and balance sheet risks across the bank’s global business.
Prior to joining the bank, Simon held senior corporate positions in technology and finance related companies in areas such as strategic planning, private equity investments and mergers and acquisitions. He has also worked with promising enterprises to assess the potential of their technologies for product commercialization and strategic investment.
Simon holds a PhD in the field of decision control systems from the University of Newcastle- upon-Tyne (UK). He received an IChemE Jubilee prize for his research applying Statistical and Artificial Intelligence Methodologies for on-line fault detection and diagnosis in 1997.
Simon was part of the banks’ Innovation Workgroup member to bring The Finlab to launch and he had been a mentor in The FinLab. He was part of the judging panel in the Global Fintech Hackcelerator. Simon serves as a member in the Product Program Committee and the Alt-Chair person in the Valuation Adjustments working group in the bank.
Equities Business Manager, Asia
Daiwa Capital Markets Hong Kong
Vinay is Regional Equity Business Manager (Asia-x-Japan) at Daiwa Capital Markets Hong Kong Ltd, managing the operational and infrastructure side of the Equities business across the region. Vinay previously headed Asia-x-japan Equities Technology Department managing technology systems, projects and support across APAC. Before moving to Hong Kong, he spent many years in various technology positions in London designing, developing and integrating front, middle and back office systems covering Equities, Derivatives, Risk and Settlements.
Vinay holds a degree in Electronic Engineering and a PhD in the field of Medical Electronics.
Head of Enterprise Data Governance, Global GDPR Data Protection Officer (DPO)
Michelle is Head of Enterprise Data Governance at ANZ Bank. In this role, she is responsible for Data Governance strategy across the group, the ANZ Data Privacy and Ethics framework, Enterprise Metadata Management and a Centre of Excellence for Data Quality. She has 25 years of experience in the world of Data and utilises that knowledge to help foster sustainable large scale analytical environments for commercial success.
CDO, Head of Data, Research, Risk and Actuarial
Shubhashish has diverse capabilities and experiences in the areas of business incubation, thought leadership, transformation, and strategic and executive leadership in the global financial services industry. He is the Chief Data Officer, and leads the Data & Analytics, Research, Actuarial, Risk and Management Services at AXA Business Services, a global capability center for AXA. Over the past years, he has been instrumental in successfully incubating and nurturing several offshore teams in these areas, and has fostered a strong data-driven culture within the organization. He has contributed to the thought leadership through various articles and numerous speaking engagements at prestigious industry events. Prior to joining AXA, he was Co-head of Institutional Equity Research at Motilal Oswal, a leading Indian brokerage firm, and earlier held several leadership positions in CRISIL India (a Standard & Poor’s company).
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.
Group CIO APAC
City University of Hong Kong
Prof. Chan is a FinTech evangelist with over 20 years experience in managing IT and business transformation projects in international financial institutions. He had worked for several sizeable international banks including Credit Suisse and BayernLB as the roles of First Vice President, Head of IT in Asia Pacific, Project Director and Operations Manager AP. He has extensive experience in both Business and IT consulting encompassing the design, setup, leading and managing of cross-border projects throughout Asia. He is the adjunct professor, visiting lecturer as well as advisor of various departments of local universities including HKU, PolyU, CityU, Hang Seng U, Lingnan U and VTC.
In the past 10 years, he participated actively in voluntary community services in related to popular adoption of technology. He is the Founding Chairman of the Association of Cloud and Mobile Computing Professionals, The FinTech Committee Chairman of the Smart City Consortium, Hon. Secretary and Board Member of Invotech, Vice Chairman of Hong Kong New Emerging Technology Education Association, Supervisory Committee Member of iProA and the Honorary Chairman of StartHK. He is a mentor of the HK Cyberport Mentors Network, Guangzhou CP-Nest Incubator of Chinese Academy of Sciences and Chief Judge of the HK ICT Startup Award 2019. In order to unleash Hong Kong's potential and play a new role in the Greater Bay Area, Emil also hosts seminars, delivers public speeches and publishes articles of FinTech related topics on local newspapers and interviewed by various media from time to time.
Senior product manager, Financial Information
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.
Anthony joined Waters in October 2009. He is the Editor-in-Chief of WatersTechnology Group, running all editorial operations for the publication. Prior to joining Waters, he was a senior associate editor covering the banking industry at American Banker. Before that, he was a sports reporter at daily newspaper The Journal News. You can reach him at [email protected] or at +646-490-3973.
Honorary Professor, Department of Computer Science
The University of Hong Kong
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.
Regional Chief Operating Officer
Venkatesh is a senior leader with 25 years of financial services experience in transaction banking, operations, credit, and sales. He has developed a reputation as a trusted advisor via a track record of strategic foresight, shaping customer centric solutions and leading teams through complex change.
He is currently the Regional COO for ANZ's institutional division. His role includes end to end operational management responsibility for all institutional client needs, as well as property and administration for countries across Asia. In this role, Venkatesh has been able to draw on his experience and collaborative work style to strengthen ties with country CEO's, thereby helping to deliver the strategy, protect the bank, and improve overall performance.
Prior to ANZ, Venkatesh was an executive director with ABN Amro, where he was responsible for the bank's global service centre in Chennai. Earlier in his career, he held sales and credit roles at GE Capital.
Throughout his career Venky has taken a keen interest in personal and professional development of staff. He assigns challenging opportunities to high potential staff, provides honest feedback, mentors junior staff, presents at training programmes and participates in external speaking engagements.
Engineering Chapter Lead - Enterprise Risk Technology
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
MD, Global head of digital client 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.
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.
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.
Paul is Global CTO at Hitachi Vantara, leading technology evangelism, client executive advocacy, and external delivery of the Hitachi vision and strategy especially related to Digital Transformation and Social Innovation.
Director - data management lead
Arvind Joshi is part of U.S. Finance at Scotiabank. His team is responsible for the execution of day-to-day data management activities, remediation of data quality issues, and implementation of change management processes. He works closely with colleagues at the U.S. Data Office to establish and maintain strong data management capabilities, such as data quality measurement and monitoring, data management, and data lineage. He serves as the Data Governance Officer for U.S. Finance, and as such he is the primary point of contact for all U.S. Finance data matters. In his time with Scotiabank, he has championed data as an strategic asset.
Before joining Scotiabank, he was an advisor at Deloitte. At Credit Suisse Holdings (USA) Inc., Arvind led the CCAR data governance initiative. At Morgan Stanley Arvind was responsible for defining, establishing and implementing data governance/data quality program for Basel and CCAR compliance. Arvind also represented the CFO office in establishing the "Enterprise Data Office” for regulatory compliance (DFAST/CCAR and BASEL).
MD - Investor services
Brown Brothers Harriman
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.
Dr. Ruggero Scorcioni
VP, Principal Machine Learning Engineer, Cognitive Computing
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.
Head future business, Financial Information
Sam leads the Future Business activities for SIX Financial Information; the global Swiss financial services and infrastructure technology company – driving growth, building partnerships, supporting corporate innovation, and scouting leading edge technology companies. Sam is an experienced, technology & commercially driven executive, with 25 years of broad international experience in financial data and capital markets - operating at the intersection of banking, data, and technology.
Recent areas of focus have included hosting private expert forums on advanced analytics, alternative data, and use of big data platforms to support clients in their search for alpha, and unidentified risk.
Sam represents SIX on the advisory board of Unbank Ventures – a Silicon Valley accelerator and growth fund; the West Coast advisory committee for NICSA – the national association for investment and asset managers; and on the advisory board for XMargin – a Cross Margining technology startup for crypto derivatives.
Sam holds a PGC in Innovation from Stanford University, a BSc (Hons) in Computer Studies from the University of Portsmouth, and is a qualified FIA.
Professor Trevor Williams
former Chief Economist at Lloyds Bank Plc
Chairman of the Shadow Monetary Policy Committee (SMPC) at the Institute of Economic Affairs
Trevor Williams is the former chief economist of Lloyds Bank, a position he held for over 15 years. He has worked as an economist in the city of London for 30 years, including the government economic service. He has managed teams of economists and financial analysts during most of that period, covering a range of disciplines. His extensive experience covers financial markets, econometric modelling, banking markets, analysis of the UK and global economy and risk. Topical Issues such as global trade, the housing market, demographics, productivity, the third industrial revolution, ‘big’ data, global mega trends and the future of manufacturing are areas he has also focussed on.
He is a Chairman of the Institute of Economic Affairs Shadow Monetary Policy Committee.
Wei-Shen Wong joined Waters Technology in June 2016. She heads the publication's Asia coverage. She covers both the buy side and sell side, overseeing issues related to advancements in technology, new regulations and how firms are managing their data.
VP APAC - Process Optimization
Northern Trust Corporation
Vivek.G.V is the Head of Process Optimization APAC, Northern Trust. He manages the Operational Analytics and the Digital Transformation teams like Robotics and Machine Learning and AI. In his tenure he has also successfully setup the Data Quality and Governance teams
Before joining Northern he has worked with Fortune 500 firms like Fidelity Investments and AXA and managed large teams across EMEA and North America
Recipient of the "Presidents Award" in 2011 for successfully deploying the Innovation Program within Fidelity
Also recipient of the “Chairman's Award” in 2018 for building the APAC Productivity COE within Northern Trust
Under Vivek’s leadership & guidance his team has won numerous industry awards including the NASSCOM Emerging technology award in 2019
Vivek was felicitated as a “Transformation Champion” at the Masters Transformation conference organized by FgNC in Feb 2020
Vivek was also felicitated by the Data Science foundation for his contributions to the SC42 ISO committee (Artificial Intelligence) for the proposal from India for standards in the Data Analytics
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.
Partner & Director
Navin is an independent risk director with over 16 years’ experience in advising the sell side on front to back risk and regulatory matters. Navin also specialises in the delivery of Risk Methodologies, Models & Governance for Tier One and Tier Two investment banks; whilst spearheading the analysis for IBOR Transition, FRTB, IRRBB, Basel IV, CRR 2 and CRD V offerings. He most recently worked as a Senior Manager at a leading global advisory firm where he led the analysis of the impact of the LIBOR Transition on financial institutions.
Prior to this, Navin spent 15 years in the industry working in global run-the-bank and change-the-bank roles for Credit Suisse, RBS, Commerzbank and JP Morgan across Front Office, CRO and Operations. Navin is a member of the Professional Risk Managers Association and sits on the London Chapter Steering Committee. Navin supports the CRO community via mentoring of risk professionals and the organisation of risk, regulatory & leadership events.
Head of enterprise content
Brad Foster joined Bloomberg in June 2017 and currently manages the Data Content group within Enterprise Data.
In his role, Brad has a global remit that includes Bloomberg Evaluated Pricing for all cash products (BVAL) including GSAC, Municipal Bonds & Securitized Products, Regulatory & Accounting Products, Liquidity Assessment (LQA) and all Reference Data.
Prior to joining Bloomberg Brad spent almost 20 years on the sell-side in multiple locations including London, Tokyo and New York. He worked at Deutsche Bank as a Managing Director in trading and was responsible for various front office desks across debt, FX and credit trading, front office risk management where he managed a team that built cross-product risk, margin and portfolio analytics and looked after regulatory initiatives including Basel III / CRD IV and Dodd-Frank Uncleared Margin. Prior to Deutsche Bank he was at Credit Suisse First Boston in the market risk management group.
Beate van Loo-Born
ED, Head strategic projects
UBS Wealth Management
Beate (van Loo-) Born is currently Head of Strategic Projects at UBS Wealth Management in Zürich. She runs global regulatory initiatives (e.g. MiFIDII implementation), large platform projects and ad hoc responses to geopolitical events (e.g. Brexit). With 17 years of experience in operational risk, change and regulatory management in financial services in Europe, Asia and Australia she recently set a professional and academic focus on sustainability and data in banking.
Beate is a member of the EDM council’s ESG Committee and active within the Women in Data network, she is frequently appears as a guest speaker at industry conferences. Most recent papers include ‘Regulatory Equivalence’, Client Advisor Barriers to Sustainable Investing’ and ‘Operational Risk Management during the Covid-19 Crisis’.
Beate has completed Master’s degrees at the Sorbonne in Paris and at the Clark University Business School of Management in Massachusetts as well as an Executive Degree at the Swiss Finance Institute in Zürich. She is certified in Financial Market Regulation by the University of Zürich and is currently obtaining a Master’s degree at the University of Cambridge Institute for Sustainability Leadership.
Chief of strategy, transformation and digital officer
Michel is currently the chief of strategy, transformation and digital officer for Maybank Indonesia. Michel is mandated to lead and be the agent of change in the bank to shape, transform, redefine, fine tune and sharpen the corporate strategy as well as ensuring the execution & benefit realization of the strategic transformation program. In addition to that, Michel is also the digital business lead for Maybank Indonesia that responsible to execute the digital strategy of the bank. Michel has 16+ years working experience working in multi-national organization such as Accenture, EY, Commonwealth Bank, Rabobank and Oracle. Michel has deep business and technology exposure in banking, insurance, telecommunication and retail domain industry.
Global head of cash and liquidity management
Nadeem brings over 30 years of experience in treasury, cash and liquidity management within transaction banking and treasury consulting, across Europe and Asia. Prior to joining SmartStream, Nadeem held a manging director role at Standard Chartered Bank with responsibility for corporate treasury solutions. He has held advisory positions at several FinTech startups. Previous to this, he worked at J.P. Morgan as Head of Financial Institutions Group EMEA, Treasury Services, focusing on regulations and cash management. Nadeem brings with him solid experience of strategic advisory and innovative thinking in bank transformation, treasury risk management, FinTech and supply chain financing.
Co-founder & CEO
Patrick Flannery is the CEO and Co-Founder of MayStreet, a market data infrastructure provider. He is experienced building advanced trading technology for highly scalable low-latency market data applications in equities and derivatives markets. Prior to MayStreet, Patrick was the Director of Engineering at NYC-based equity options market maker Sumo Capital, and the Senior Engineer at Volant Trading, a multi-asset proprietary trading firm.
EVP Product management
Vincent is responsible for the business direction and management of all products through their product lifecycle from inception to delivery.
Vincent bring with him more than 30 years of industry experience in leading and advising financial and technology organisations. He started his career as an analyst programmer for a Bank of Ireland, before spending a number of years designing and implementing a variety of retail banking, trading and equity settlement systems for Anglo Irish Bankcorp. More specifically he has led the development and deployment of enterprise-wide projects in the areas of retail banking, trading and risk.
Prior to joining SmartStream, Vincent has held senior roles in product strategy, pre-sales and product development for leading financial technology organisations, including: Sungard (FIS), Misys (Finastra), Trema (Ion-Trading) and SAS.
Vincent holds a BSc in Computer Applications from Dublin City University and a PhD in Artificial Intelligence.
VP, Senior Product Strategist
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.
Sales representative, Singapore
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.
Head of Trading Technologies
Christine Nolan is the Head of Trading Technologies with MarketAxess. Ms. Nolan joined MarketAxess in 2001 as one of the firm’s first employees. In her nearly twenty-year career with the firm, she has helped develop the technology that is revolutionizing the fixed income markets, including the award-winning all-to-all Open Trading™ marketplace. As a senior technologist, Ms. Nolan manages teams of application developers and system engineers across the globe. Most recently, Ms. Nolan spearheaded MarketAxess’ transition to Agile, which is now fully adopted across the firm. Additionally, Ms. Nolan is a founding member of the “Women in Tech” networking group at MarketAxess. Ms. Nolan’s prior roles have included software development positions with financial technology and asset firms, including AXA Financial.
Ms. Nolan holds a B.S. in Computer Science from New York University’s Polytechnic School of Engineering.
Global Head of Data Product
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.
Head: data analytics (life & health), Asia Pacific, Middle East and Africa
Lee has over 15 years of experience in actuarial, AI / data analytics, research and consulting roles at primary insurers, reinsurers and independent consulting. Lee heads the regional AI-analytics centre of competence, located in Singapore, covering the Life & Health Asia-Pacific, Middle East and Africa business of Munich Re. Lee’s team has multiple projects across the region that are creating tangible value for insurers through AI and predictive analytics which integrate Munich Re’s AI expertise with its domain knowledge and technologies into AI and digital services. Specialist skills include AI and predictive analytics, actuarial pricing, epidemiological and demographic modelling, analysis of medical scheme cohort data and healthcare intervention cost-effectiveness. His Master’s degree, presented at the 2014 International Congress of Actuaries in Washington D.C., provided many South African insurers with the first credible South African research for underwriting HIV and applied advanced analytics methods to medical scheme and managed care data. Lee is now completing a PhD in AI and advanced analytics, is a member of the Institute and Faculty of Actuaries and the Actuarial Society of South African where he chairs its Demography & Epidemiology committee.
Senior Vice President, Head of Hedge Fund Services, India
Northern Trust Corporation
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.
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.
Head of data vault, data and analytics solutions
Steve Taylor is Head of BNY Mellon Data and Analytics Solutions Platform, where he is responsible for the firm’s next-generation data management platform, the Data Vault. Previously as Eagle Investment Systems’ Chief Technology Officer, Steve was responsible for the technology products and helped transform the technology to support a cloud strategy, as well as introduce new data management and platform capabilities. Steve earned his Bachelor of Science Honours in Computer Science from the University of East Anglia, Norwich, UK.
President & Chief Experience Officer
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.
Head of Nuveen Technology-Operations & Global Enterprise Technology Services