FIMA Europe 2015 (past event)

10 - 11 November, 2015

10th – 11th November, 2015 | QEII Conference Centre, London

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Day 1 - Tuesday 10th November 2015

08:00 - 08:45 Coffee & Registration

08:45 - 08:50 Chair’s Welcome Address


John Bottega, Senior Advisor, Chief Data Officer Forum at EDM Council

John Bottega

Senior Advisor, Chief Data Officer Forum
EDM Council

08:50 - 09:00 Opening welcome and what FIMA 2015 will provide to prepare for 2016

Hany Choueiri, CDO at Bank of England

Hany Choueiri

CDO
Bank of England

09:00 - 09:20 Keynote: Pioneering the transformation of a legacy business model to streamline data across siloed business lines

Peter Serenita, Group CDO at HSBC

Peter Serenita

Group CDO
HSBC

09:20 - 09:40 Keynote: The sell-side data leader of the future - How to win the hearts and minds of business line heads to establish a centralised data function

Colin Hall, CDO at Credit Suisse

Colin Hall

CDO
Credit Suisse

Konstantinos Botopoulos, Chairman MISC Committee, Member of the Management Board at ESMA

Konstantinos Botopoulos

Chairman MISC Committee, Member of the Management Board
ESMA

Huw Howell

Global Data Management Office
Nomura

Marion Leslie, Managing Director, Pricing & Reference Services at Thomson Reuters

Marion Leslie

Managing Director, Pricing & Reference Services
Thomson Reuters

Ann DeReock, Head of Strategy & Organisation and CDO at FSMA

Ann DeReock

Head of Strategy & Organisation and CDO
FSMA

Charlotte Gerken

Director of the Supervisory Risk Specialists Directorate
PRA

10:20 - 11:00 Morning Networking Break

11:00 - 11:40 All-star panel - Exceeding the expectations of your internal customers: What strategies should the CDO or data leader put in place to meet their needs?

Graham Smith, CDO at RBS

Graham Smith

CDO
RBS

Sean Howell, Vice President, Global Data Services at Fidelity Investments

Sean Howell

Vice President, Global Data Services
Fidelity Investments

Tarun Chudasama, Head of Information Management at Investec Asset Management

Tarun Chudasama

Head of Information Management
Investec Asset Management

Adam Markson, Managing Director at Accenture Finance & Risk Services

Adam Markson

Managing Director
Accenture Finance & Risk Services

Mark Davies, General Manager at AVOX

Mark Davies

General Manager
AVOX

11:40 - 12:00 Opening the book: How to create a golden source for your legal agreement data to cost-effectively mitigate risk

Alan L. Paris, Head of Consulting and Head of Product Development, Financial Services at eClerx

Alan L. Paris

Head of Consulting and Head of Product Development, Financial Services
eClerx

12:00 - 12:40 All-star panel How to meet the BCBS 239 Principles for Risk Data Aggregation requirements: Which dynamic investments and strategies should you implement?

Roberto Monachino, CDO at Unicredit

Roberto Monachino

CDO
Unicredit

Suresh Iyer, Executive Director, Entreprise Data Management, Operations at Nomura

Suresh Iyer

Executive Director, Entreprise Data Management, Operations
Nomura

Steve Wyer, Managing Director at Capital Markets Consulting

Steve Wyer

Managing Director
Capital Markets Consulting

Jez Davies, Product Architect Bloomberg PolarLake at Bloomberg

Jez Davies

Product Architect Bloomberg PolarLake
Bloomberg

12:40 - 13:05 London 2012 Olympic & Paralympic Games: The critical role of information management in preventing terrorism, cyber attacks and other crime

Andrew Amery, Head of Security at London 2012 Olympics

Andrew Amery

Head of Security
London 2012 Olympics

13:05 - 13:40 Networking Lunch

Track A

13:40 - 13:55 Lunch continued

Track B

13:40 - 13:55 Lunch continued

Track C

13:40 - 13:55 Lunch continued

Interactive Track Max: 30 Participants

13:40 - 13:55 Drill Down Roundtables - PART I: What do the regulations really mean for data functions: How do you overcome the main challenges and manage cost?
MiFID II
Tony Russel, Principal Business Analyst, Commerzbank

AIFMD
Oliver Rose, Head of Projects & International Data Management, Societe Generale
Tony Russell, Principal Business Analyst at Commerzbank

Tony Russell

Principal Business Analyst
Commerzbank

Olivier Rose, Head of Projects & International Data Management at Société Générale

Olivier Rose

Head of Projects & International Data Management
Société Générale

Track A: Data strategy - Governance and architecture

13:55 - 14:00 Chair’s opening remarks
Colin Gibson, Global Architecture Director at Willis Group

Colin Gibson

Global Architecture Director
Willis Group

Track B: Market data

13:55 - 14:00 Chair’s opening remarks
David Berry, Market Data & Commissions Global Sourcing at IPUG CIQ

David Berry

Market Data & Commissions Global Sourcing
IPUG CIQ

Track C: Client data

13:55 - 14:00 Chair’s opening remarks
Sally Hinds, Enterprise Data Practice Lead at Crossbridge

Sally Hinds

Enterprise Data Practice Lead
Crossbridge

Interactive Track

13:55 - 14:00 Interactive Track continued

Track A

14:00 - 14:20 Our data governance story: What are the pioneering steps to implement a best-practice strategy to align all business stakeholders
Patrick Engelhard, Head Market & Master Data at Zurich Insurance Company

Patrick Engelhard

Head Market & Master Data
Zurich Insurance Company

Emmanuelle Andre-Dessertine, Market Data Contract Manager at NN Investment Partners

Emmanuelle Andre-Dessertine

Market Data Contract Manager
NN Investment Partners

Kiou Nayer Nouri, Director - Head of IB and MD Supplier Relationship, Risk & Controls at Barclays Investment

Kiou Nayer Nouri

Director - Head of IB and MD Supplier Relationship, Risk & Controls
Barclays Investment

David Berry, Market Data & Commissions Global Sourcing at IPUG CIQ

David Berry

Market Data & Commissions Global Sourcing
IPUG CIQ

Jonathan Clark, Global Head Financial Services TechM & Group CEO at Citisoft

Jonathan Clark

Global Head Financial Services TechM & Group CEO
Citisoft

Ravinder Bhadal, Global Head of Commerical Management and Market Data at MAN Group

Ravinder Bhadal

Global Head of Commerical Management and Market Data
MAN Group

Track C

14:00 - 14:20 How to implement a successful strategy to accelerate client onboarding
Cressida Hamilton, Global Head of Client Operations, Global Markets Operations at HSBC

Cressida Hamilton

Global Head of Client Operations, Global Markets Operations
HSBC

Interactive Track

14:00 - 14:20 Interactive Track continued

Track A

14:20 - 14:30 Mastering the evolving data ecosystem – Aligning strategies to drive efficiencies
Dominique Tanner, Head of Business Development at SIX Financial Information

Dominique Tanner

Head of Business Development
SIX Financial Information

Track B

14:20 - 14:30 Track B continued

Track C

14:20 - 14:30 How to successfully align client onboarding with your risk strategy
Neil Farquhar, Compliance Product Manager at Bureau van Dijk

Neil Farquhar

Compliance Product Manager
Bureau van Dijk

Interactive Track

14:20 - 14:30 Interactive Track continued

Track A

14:30 - 14:40 Track A continued

Track B

14:30 - 14:40 Track B continued

Track C

14:30 - 14:40 Track C continued

Interactive Track

14:30 - 14:40 PART II: What do the regulations really mean for data functions: How do you overcome the main challenges and manage cost?
FATCA, CRS and AMLD IV –
PJ Di Giammarino, CEO, JWG Group

The challenges for Fund Managers in the provision of asset data for Solvency II –
Brian Heale, Senior Director, Business Development, Moody's Analytics

A vision of the new standards required for compliant data management: MiFID II
Sean O'Dowd, Global Financial Services Director, MapR Technology Alex Viall, Head of Regulatory Intelligence, Behavox

PJ Di Giammarino, Chief Executive Officer at JWG Group

PJ Di Giammarino

Chief Executive Officer
JWG Group

Brian Heale, Senior Director, Business Development at Moody's Analytics

Brian Heale

Senior Director, Business Development
Moody's Analytics

Sean O'Dowd, Global Financial Services Director at MapR Technologies

Sean O'Dowd

Global Financial Services Director
MapR Technologies

Alex Viall, Head of Regulatory Intelligence at Behavox

Alex Viall

Head of Regulatory Intelligence
Behavox

Group 17

Track A

14:40 - 15:00 How to determine your data architecture requirements to meet your data governance goals
Rupert Brown, CTO Financial Services at MarkLogic

Rupert Brown

CTO Financial Services
MarkLogic

Track B

14:40 - 15:00 How to establish data quality controls at the source: Application and innovation
Garry Manser, Head of Data Governance at Visa Europe

Garry Manser

Head of Data Governance
Visa Europe

Track C

14:40 - 15:00 How a rules-driven API Integration can unlock Client & Counterparty Data to Support Regulatory Comliance and Client Lifecycle Management
Marc Murphy, CEO at Fenergo

Marc Murphy

CEO
Fenergo

Interactive Track

14:40 - 15:00 Interactive Track continued

Track A

14:40 - 15:00 How to determine your data architecture requirements to meet your data governance goals
Rupert Brown, CTO Financial Services at MarkLogic

Rupert Brown

CTO Financial Services
MarkLogic

Track B

14:40 - 15:00 How to establish data quality controls at the source: Application and innovation
Garry Manser, Head of Data Governance at Visa Europe

Garry Manser

Head of Data Governance
Visa Europe

Track C

14:40 - 15:00 How a rules-driven API Integration can unlock Client & Counterparty Data to Support Regulatory Compliance and Client Lifecycle Management
Marc Murphy, CEO at Fenergo

Marc Murphy

CEO
Fenergo

Interactive Track

14:40 - 15:00 Interactive Track continued

Quick-fire solutions showcase Whittle (3rd floor)

15:00 - 15:30 Quick-fire solutions showcase Whittle
Host: James Longstaff, Vice President, Data Architecture, Deutsche Bank

10 minutes:
Data governance, quality and aggregation tools: How to enhance your organisational structure and streamline your strategy
Andrew Sexton, Director, Curium Data Systems

10 minutes: Financial Instrument Global Identifier (FIGI): Examining the latest developments in integration, how the industry tackles priority and the pros and cons of a licensed identifier
Chris Pickles, Open Symbology, Bloomberg

10 minutes: Q&A
James Longstaff, Vice President, Data Architecture at Deutsche Bank

James Longstaff

Vice President, Data Architecture
Deutsche Bank

Chris Pickles

Open Symbology
Bloomberg

Andrew Sexton, Director at Curium Data Systems Limited

Andrew Sexton

Director
Curium Data Systems Limited

Quick-fire solutions showcase Moore (4th floor)

15:00 - 15:30 Quick-fire solutions showcase Moore
Host: Sally Hinds, Enterprise Data Practice Lead, Crossbridge

10 minutes: Metadata management with graph databases
Jesús Barrasa, Field Engineer, Neo Technology

10 minutes: Title to be confirmed
Adam Devine, VP, Product Marketing & Strategic Partnerships, WorkFusion 10 minutes: Q&A
Sally Hinds, Enterprise Data Practice Lead at Crossbridge

Sally Hinds

Enterprise Data Practice Lead
Crossbridge

Adam Devine, Head of Marketing at WorkFusion

Adam Devine

Head of Marketing
WorkFusion

15:30 - 16:00 Afternoon Networking Break

Track A

16:00 - 16:20 All-star panel - Next generation data governance: What are the governance considerations and how does data governance help achieve ‘joined-up data’ throughout an enterprise?
Edith Wolfram Kisseleff, Managing Director, Head Asset Management Business Services at Swiss Re

Edith Wolfram Kisseleff

Managing Director, Head Asset Management Business Services
Swiss Re

Neville Homer, Head of Reference Data and Data Services at Royal Bank of Scotland

Neville Homer

Head of Reference Data and Data Services
Royal Bank of Scotland

John Randles, CEO at Bloomberg PolarLake

John Randles

CEO
Bloomberg PolarLake

Anastasia Dokuchaeva, Director of Global Regulatory Solutions at FactSet

Anastasia Dokuchaeva

Director of Global Regulatory Solutions
FactSet

Alan Wilcock, Managing Director at Bank of New York Mellon

Alan Wilcock

Managing Director
Bank of New York Mellon

John Walsh

Program Manager for Information Management
FSMA

Stephen Ingle, Global Product Lead for Derivatives at eClerx

Stephen Ingle

Global Product Lead for Derivatives
eClerx

Jean-Pierre Gottdiener, Managing Partner at Lucidine-Conseil

Jean-Pierre Gottdiener

Managing Partner
Lucidine-Conseil

Track C

16:00 - 16:20 Leading data distribution and managing internal customer requirements
James Longstaff, Vice President, Data Architecture at Deutsche Bank

James Longstaff

Vice President, Data Architecture
Deutsche Bank

Interactive Track

16:00 - 16:20 What should your strategy be for next generation data infrastructure?
Igor Lobanov, Enterprise Architect at Legal & General Investment Management

Igor Lobanov

Enterprise Architect
Legal & General Investment Management

Track A

16:20 - 16:40 Track A continued

Track B

16:20 - 16:40 Track B continued

Track C

16:20 - 16:40 Client reference data: Understanding the challenges and examining the cures
Steve Goldstein, CEO at Alacra

Steve Goldstein

CEO
Alacra

Interactive Track

16:20 - 16:40 Interactive Track continued

Track A

16:40 - 17:20 All-star panel - Next generation data platforms: What do you need to know to reconcile systems and synchronise data to provide an efficient internal data service?
Anthony Coates, VP Solution Architecture Lead at Deutsche Bank

Anthony Coates

VP Solution Architecture Lead
Deutsche Bank

Prasad Chandrasheker

Director – Data and Core Services
FIL Investment Management

Kishore Krishnan, Senior Vice President, Europe at NIIT Technologies Limited

Kishore Krishnan

Senior Vice President, Europe
NIIT Technologies Limited

Mitch Melling, Senior Manager Market Data Compliance at Lloyds Banking Group

Mitch Melling

Senior Manager Market Data Compliance
Lloyds Banking Group

David Berry, Market Data & Commissions Global Sourcing at IPUG CIQ

David Berry

Market Data & Commissions Global Sourcing
IPUG CIQ

Olivier Rose, Head of Projects & International Data Management at Société Générale

Olivier Rose

Head of Projects & International Data Management
Société Générale

Thomas Stadtmüller, Market Data Manager at Union Investment

Thomas Stadtmüller

Market Data Manager
Union Investment

Mauricio Gonzalez Evans, CEO at BCC Group International

Mauricio Gonzalez Evans

CEO
BCC Group International

Track C

16:40 - 17:20 All-star panel - To what extent can you leverage and re-use data to implement an efficient client onboarding process as a competitive differentiator?
Simon Feddo, Director, Group Data Services at UBS

Simon Feddo

Director, Group Data Services
UBS

Claire Sprawson, Director, Global Head of KYC, Client & Book Data Processing Operations, Glo at RBC Capital Markets

Claire Sprawson

Director, Global Head of KYC, Client & Book Data Processing Operations, Glo
RBC Capital Markets

Michael Horsnell, Head of KYC and Client Data at Citi

Michael Horsnell

Head of KYC and Client Data
Citi

Matthew Stauffer, CEO at Clarient Global

Matthew Stauffer

CEO
Clarient Global

Interactive Track

16:40 - 17:20 Interactive Track continued

17:20 - 23:59 Evening Networking Reception