2019 Speakers

2019 Speakers

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David Reilly

Chief information officer, global banking & markets enterprise

Bank of America

David Reilly is the chief information officer for Global Banking & Markets and the Enterprise Risk & Finance Technology executive at Bank of America. He leads a global team of employees who provide end-to-end technology solutions and support for the Global Banking and Global Markets businesses as well as the Enterprise Risk & Finance organizations. He serves as a member of the Global Technology & Operations senior leadership team, reporting to Cathy Bessant, chief operations and technology officer.
Most recently, Reilly was Bank of America’s chief technology officer, responsible for the company’s technology networks, product engineering, desktop and electronic communications, application hosting and data storage, operations management, support services and data centers. His team also managed the information security and vendor management strategy, policy and programs across the company’s technology footprint.
Reilly joined Bank of America in 2011 as chief technology officer for Global Wealth & Investment Management, responsible for strategy, architecture, design and build, operations, engagement and project delivery of the technology infrastructure that supports the business. He also led the bank’s Shared Technology Infrastructure organization where he was accountable for designing, building and operating enterprise technology infrastructure.
Reilly has more than 25 years of technology experience in high-level infrastructure roles within the financial services industry, including chief information officer for enterprise infrastructure at Morgan Stanley, a leadership role in technology infrastructure services at Credit Suisse, managing director of global technology operations at Goldman Sachs and director of enterprise technology services for Europe, the Middle East and Africa at Merrill Lynch.
He began his career in the United Kingdom at Land Securities, within Operations. He has been named one of Computerworld’s “Premier 100” IT Leaders. Reilly serves as board chair of NPower, a U.S. nonprofit organization that provides training in digital careers for military veterans and young adults from underserved communities.

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Vijay Kasarabada

Managing Director and Global Head of Technology

LAZARD ASSET MANAGEMENT

Vijay Kasarabada is the Global Head of Technology for Lazard Asset Management. He began working in the investment field in 2000. Prior to joining Lazard in 2017, Vijay was a Managing Director within BlackRock's Aladdin product group helping build several aspects of their technology to support the wider investment management process from Front through Middle through the Back Office. Prior to that Vijay worked at large institutions such as Merrill Lynch, Citigroup and Goldman Sachs (where he started his technology career on Wall Street), helping architect solutions in the Capital Markets Sales and Trading domain, along with a core expertise in the Investment Management domain. Vijay’s responsibilities focus on all aspects of technology that support Lazard Asset Management’s global business operations. Vijay has an MBA in Finance and Business Strategy from Rutgers and a B.S. in Computer Science from Rohilkhand University.

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Apurva Mehta

CTO, Head of Architecture

UBS WEALTH MANAGEMENT AMERICAS

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Kim Prado

Managing Director, Global Head of Client Insight, Banking & Digital Channel's Technology

RBC CAPITAL MARKETS

Kim Prado heads the Global Client, Banking & Digital Channels Technology group across Capital Markets.  She has been at RBC for over 12 years supporting the business in various capacities from running Global FIC Production Services to Head of Fixed Income Sales and Credit Trading technology.  Currently, her role includes managing all aspects of client technology as well as Banking and Digital Channels across all lines of business within CM.  She is also a member of RBC’s Global Markets Innovation Leadership Council. Prior to joining RBC, Mrs.Prado ran the API Connectivity Development team at ICAP and was part of the initial launch of BrokerTec.  She has also held multiple technology positions across the street with Deutsche Bank, Mizuho and Chase Securities. Mrs. Prado received a BA from Stockton University in accounting.

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Keith Lubell

Chief Technology Officer

BERKERY NOYES

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Jean-Pascal Chauvet

CTO of Global Transaction Banking

DEUTSCHE BANK

JP Chauvet is CTO of Global Transaction Banking at Deutsche Bank, based in New York. In this role, JP drives the technology strategy and architecture governance across the main businesses that form the Deutsche Bank GTB franchise: Cash Management, Trade Finance, Securities Services and Trust & Agency Services.

Previously, JP held various roles in New York and Tokyo at Deutsche Bank, Credit Suisse and Lehman Brothers, including Chief Architect of Equities, Head of Equities Production Services, and Head of Equities Trading System Development. JP holds a Master of Science in Electronics from ESIEE (Paris, France) and an Advanced Degree in Japanese Linguistics from Hiroo Japanese Center (Tokyo, Japan).

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Dessa Glasser

Board Member

OPPENHEIMER HOLDINGS

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

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Michael Beal

CEO

DATA CAPITAL MANAGEMENT

Michael Beal is the CEO of Data Capital Management. A systematic Hedge Fund that specializes in machine learning, advanced technologies and novel data sources to generate differentiated and uncorrelated returns for the clients of its DCM A.I. Absolute Return Fund.

Prior to DCM, Mr. Beal co-founded the Big Data and Advanced Analytics group for JP Morgan Chase and was an investor with TPG Capital and Morgan Stanley. Michael is a frequent Keynote and CNBC contributor and is passionate about investing, the onset of the “Data Economy” and the application of disruptive technologies to valuable “problems to solve”.

Michael earned a BA from Harvard College with honors in Economics and an MBA from Harvard Business School with distinction. Michael is an active Board Member of the City University of New York’s Medgar Evers College.

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Alla Whitston

EVP, Chief Technology Officer

CIT

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

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Vijay Bhandari

Innovation Lead

Deutsche Bank Innovation Labs

With over 20 years in Financial technology across Banks and the vendor-side, Vijay leads the innovation coverage for the Investment Bank and FIC. Currently at Deutsche Bank he is a strategic partner to senior stakeholders, driving innovation strategy and keeping them abreast of industry technology trends.

Prior to joining Deutsche Bank, Vijay has held multiple roles developing and delivering strategic technology initiatives at Citigroup, Goldman Sachs and Bloomberg. He actively mentors startups and interns. He holds a degree in Electrical engineering, enjoys photography and golf in his spare time.

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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.

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Sarah Biller

Founder & CEO

FINTECH SANDBOX


Sarah Biller is very active in the FinTech community. Sarah is the co-Founder of the FinTech Sandbox and currently sits on its Board of Directors. She is also an Entrepreneur, Advisor, Investor and teaches a graduate level course on the evolution of Financial Technology at Brandeis University.

Sarah was also most recently the Head of Innovation Ventures at State Street Bank's Global Exchange division and its Chief Operating Officer for Innovation. Prior to joining State Street, Sarah has been a Principal in the launch of several successful venture-backed start-ups in the FinTech and Life Sciences sectors. Most recently she was the Co-Founder and President of Capital Market Exchange (CMX), a venture-backed predictive analytics platform utilizing investor sentiment to help bond investors anticipate near-term changes in spreads.

Sarah has also held roles at Fidelity Investments; worked on MCI's corporate venture team; and launched and led research divisions for Fortune 500 CFO's and treasurers at the Corporate Executive Board. Ms. Biller studied Finance at West Virginia University and George Washington University.

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Andrew Foster

Deputy Chief Data Officer for the Americas

DEUTSCHE BANK

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William (Bill) Murphy

SMD, Chief Technology Officer, Head of Blackstone Innovations

THE BLACKSTONE GROUP

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Maryse Gordon

Business Development Manager, Analytics

London Stock Exchange Group

Maryse has worked with financial software for 10 years and gained a wealth of knowledge and experience ranging from product development and support, to product management and Pre Sales. Staring her career at Hewlett Packard and progressing onto Logica, Maryse now represents UnaVista as a Senior Pre-Sales and Business Development Manager covering the Regulatory Compliance, Risk and Controls, and Data Solution offerings. Alongside being responsible for driving revenues across the US, leading market, industry and product research around regulatory compliance, Maryse actively contributes to the growth of the business, providing thought leadership and ensuring solutions are inline with industry appetite.

 

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Sandeep Mehta

Executive Vice President

Wells Fargo & Co

Sandeep Mehta is an Executive Vice President in Technology at Wells Fargo. Sandeep joined Wells Fargo in 2014 from UBS where he was a Managing Director based in Zurich, Switzerland, and Hong Kong. He has extensive financial services experience over twenty five years leading Technology teams at Goldman Sachs, Deutsche Bank, and Lehman Brothers in New York, India, the Middle East and Asia.

His background in computing includes research and software development in artificial intelligence, robotics, imaging and speech recognition while at Philips Research Labs, NYNEX Science & Technology (now Verizon) and the University of Rochester. Sandeep is currently based in Charlotte, North Carolina. He serves as an advisor to Arts for Art in New York, an artist led organization supporting jazz and performing artists.

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Dan Schleifer

CEO and Co-Founder

ChartIQ

CEO and co-founder of financial technology company ChartIQ, Dan Schleifer has spent his career building and taking to market enterprise software solutions in the information security, sales enablement, and fintech markets. With a huge passion for data visualization, Dan co-founded ChartIQ in 2012 with the goal to bring modern technologies to capital markets.

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Hans Brown

Global Head of Innovation

BNY Mellon

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Robert Huntsman

Global Head of Data Science

Synechron

Robert Huntsman, CFA is the Global Head of Data Science at Synechron based out of New York. He brings to the company over eighteen years of experience leading the design, development and commercialization of advanced technologies for the world's leading financial institutions. Clients and his delivery team benefits from a proven track record of driving double digit revenue and profit growth and building and leading successful organizations as well as his deep expertise in machine learning, artificial intelligence, data science, analytics and finance. Robert is able to combine strong quantitative, critical thinking and analytical skills with excellent communication and interpersonal skills to develop and market new products and technologies; establish new and grow existing client relationships; build complex AI, machine learning and advanced analytics platforms; and lead organizations. While at Synechron, he has been instrumental in R&D related to Synechron’s AI Accelerators drawing on experience across Machine Learning, Data Science, Financial Modeling, and Programming (Python, SQL, R, Spark, Visual Basic) to deliver industry leading innovation. Additionally, he draws on prior experiences at firms including Morgan Stanley, FTSE Russell, and Progressive Insurance; certifications as a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM); and a bachelor’s degree from Stanford University and MBA from UCLA Anderson School of Management.

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Michael F.McGovern

Managing Director

BROWN BROTHERS HARRIMAN

Michael F. McGovern is a Managing Director and Head of the firm’s Investor Services Fintech offerings, which include middle office services, Infomediary®, and software-as-a-service technology solutions for asset managers and financial institutions. Michael is focused on data strategy and client information delivery channels – two areas that asset managers and financial institutions have increasingly looked to leverage for revenue generation, cost control, and product enhancements.

Previously BBH's Chief Information Officer and Head of Systems, Michael was responsible for the management and leadership of the firm’s technology strategy, application development, and systems infrastructure across all business lines.

Michael joined BBH from Citi Transaction Services in 2013 where he spent a decade serving as Managing Director and Global Technology Head of Securities & Fund Services. His tenured career in information technology includes significant and industry-relevant posts at Chase Manhattan Bank and Chemical Bank. Michael received his training in Electrical Engineering at Stevens Institute of Technology.

Jon Mah

Managing Director

Deutsche Bank

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Alexei Miller

Managing Director

DataArt Solutions, Inc.

Alexei Miller is a Managing Director at DataArt Solutions, Inc. and leads strategic sales and client engagement efforts for the $100 ml global technology consultancy, focusing on IT strategy, new system development, and technology innovation. Alexei joined DataArt at its founding in 1997 and was elected to the Board of Directors in 2002. Over the last two decades he has overseen product and service development, delivery, sales and management of key accounts, and has built a dedicated Finance Practice. Alexei has been instrumental in establishing DataArt’s position as a global technology leader dedicated to service excellence, helping to significantly grow the company's operations on a global scale.

Alexei is a regular and sought-after media commentator on subjects ranging from business technology to the future of innovation, and has been quoted in The New Yorker, Forbes, BobsGuide, Tabb Forum, Waters Technology, IT Pro, TechWeekEurope, IoT-Now, Information Week, and numerous other news outlets.

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Rob Hegarty

General Manager, Financial Markets and Fintech DataRobot

DataRobot

Rob Hegarty is General Manager of Capital Markets and FinTech for DataRobot. Prior to joining DataRobot in 2019, Rob was Founder and Managing Partner of Hegarty Group, a strategic research, advisory and consulting firm at the intersection of financial markets, technology and data. Over his 25 years in the industry, he has held senior leadership positions at Thomson Reuters, the Depository Trust and Clearing Corporation (DTCC), TowerGroup, Putnam Investments, Fidelity Investments, and Coopers & Lybrand. A globally recognized thought leader in financial services technology, Rob holds an M.B.A. with a finance/marketing concentration from Babson College and a B.S. in computer science from North Adams State College.

Samba Bulusu

Capital Markets Technology Director

Wells Fargo

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Kevin M. Welch

Managing Director, Investor 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.

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Laura Hamilton

Managing Director

BANK OF AMERICA MERILL LYNCH

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Sri Malladi

Director, Data and Statistics Group

FEDERAL RESERVE BANK OF NEW YORK

Sri Malladi is a Director at the Federal Reserve Bank of New York, in the Data and Statistics Group. Sri's expertise is to help organizations grow and manage change, while leveraging technology as a key enabler.

Most recently, at the NY Fed, Sri has helped the organization to increase capacity, reduce risk and improve data quality. He established KPIs to improve operations and data quality, and his team is leveraging automation to reduce manual effort, improve engagement with financial institutions, and decrease operational risk.

Prior to that, Sri has spent several years as an investment banker at Bank of America Merrill Lynch and Macquarie Capital advising Fortune 500 and private companies on M&A and capital raising transactions. At Hertz he helped the company grow and optimize its U.S. footprint through franchising and acquisitions. Sri also led innovation and product development at Microsoft, to improve customer satisfaction for its Windows users. Sri has an MBA from the University of Chicago Booth School of Business, and a Computer Engineering Masters degree from the University of Cincinnati.