John has 25+ years as a versatile strategic and operations leader in Fortune 100 Companies with a proven track record in achieving results through operational management and process improvement excellence.  He builds a positive, sustainable culture of employee engagement, and develops people and organizations. In the last year and half, John and his teams have been: developing an enterprise data governance framework for managing and enhancing data quality end-to-end; creating solutions for complex data requests; growing analytic capabilities to support enterprise digital, analytics and customer experience strategies; and servicing client relations and business development data and report requests with timely, high quality, and cost effective solutions within Prudential Retirement.

Jeb Avery is the Director of Investment Data Management at Janus Capital Group and has twenty years of experience in the financial services industry. He has an extensive operational background that has led to a specialization in data governance, data management tools and practices, and business intelligence. Jeb spent many years within the operations and distribution teams at Janus and four years ago moved into the investments group. He has led numerous business and system implementations as well as several enterprise wide data efforts.

Julia Bardmesser is the Global Head of Business Data Management in Citi’s Chief Data Office. She is responsible for defining requirements for the implementation of consistent and controlled approach to the development and use of enterprise information assets and critical data elements across Citi.

Julia has over twenty years of experience in data management, data governance, data architecture and cross-platform solution delivery in the financial industry. Prior to joining Citi Julia ran the Data Services technology team at FINRA (Financial Industry Regulations Authority) where she delivered enterprise wide MDM, Data Warehousing and BI solutions.

Julia also worked at 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.

Sanjay Bery, who joined TIAA-CREF in 2015, oversees an end-to-end data management function across TIAA-CREF’s Client Services Group. The Client Services Group comprises our customer contact center, middle office support functions and all back-office operations for our pension, IRA and brokerage businesses. Sanjay and team work closely with the Office of the Chief Data Officer, the Corporate Data Architecture and the TIAA-CREF IT organizations to drive long-term data solutions that support revenue growth, customer experience, processing efficiency and regulatory compliance.
Sanjay has more than 30 years of industry and consulting experience, including 25 years in financial services, across operations and technology. Prior to joining TIAA-CREF, he was responsible for EMC Consulting’s Financial Services Cloud Application practice with a focus on helping financial services organizations migrate applications to the cloud. Sanjay was one of the key partners of BusinessEdge’s Financial Services Practice, with Sanjay’s focus on by and sell side. Prior to joining BusinessEdge, he held positions at Oracle, DuPont Pension Fund and IBM.
Sanjay earned his bachelor’s degree in Economics from Delhi University (India) and his Master of Computer Science degree from Drexel University.

John supports the Council as Senior Advisor and Consultant, responsible for the Council’s CDO Forum and Data Management Practices. John is a senior strategy and data management executive with more than 30 years of experience in the industry. Over his career, John has held various positions in supporting a firm’s data management functions. Since 2006, John has held the title of Chief Data Office in both the private and public sectors, serving as CDO for Citi and Bank of America, and holding the post of CDO for the Federal Reserve Bank of New York.

George Brandman is a Senior Managing Director in the Enterprise Data Management Division at GE Capital responsible for Master and Reference Data, Data Warehouse Operations, Data Infrastructure and Architecture.
Prior to joining GE Capital, George spent 19 years at Morgan Stanley where he was a Managing Director with responsibilities for Enterprise Data including Master and Reference data as well as roles on the Technology Architecture Committee. George also led technology teams supporting the Prime Brokerage business for several years delivering Reference Data, Customer Service and Reporting solutions. 
George transitioned to the Enterprise Data Group in MS during 2008 and over the next several years had responsibility for Customer, Account, Product, Pricing and Foundational Reference data. 
Prior to joining Morgan Stanley, George worked at Bell Communications Research for 10 years where he held a number of roles developing software and leading teams providing technology solutions for the Regional Bell Operating Companies.
A native of New York City, George is a graduate of New York University and the University of Southern California, holding Bachelors and Masters degrees in Computer Science.

Mr. Buzzelli is Senior Vice President and Head of Data Governance for Acadian, a quantitative institutional asset management firm specializing in active global, emerging and frontier investments utilizing sophisticated analytical models and specialized research expertise. He has primary responsibility for data governance policies, standards, data quality measurement, and alignment of data taxonomy, dictionary and meta-data management. With more than 20 years of leadership experience in prior roles including: Executive Director, Head of Enterprise Data Management, Americas responsible for Nomura’s client reference and product data as well as market data commercial vendor management supporting the U.S. and global broker dealer operations. Vice President, Americas Head for Thomson Reuters Enterprise Pricing and Reference Data business and strategic roles as Business Architect and Cross-Segment Product Manager for Mellon’s Global Asset Services division. He began his financial career at Federated Investors and is a graduate of Carnegie Mellon University with a Bachelor of Science degree in Information and Decision Systems and holds two Master degrees; Management of Information Systems and an MBA in Finance from the Katz Business School at the University of Pittsburgh.

Jesse is a Data Management practitioner with over 20 plus years in diversified financial services experience working with prestigious institutions (Citizens Bank, Bank of America, Citigroup), non-profits, and consulting services. Jesse has won awards demonstrating her depth of technical and business capabilities.   Recent accomplishments include innovative work in enhancing Data Management discipline in Metadata Management.  She earned her MBA and Masters of Accounting from Nova Southeastern University in Davie, Florida and has received Certificates of Achievement from Villanova University for Lean Six Sigma Black Belt and Business Analysis.

Prathi Chinnusamy is a Vice President at The Northern Trust Company. She currently manages the Data Quality team within Asset and Pricing  Services and is responsible for ensuring the integrity of reference data of all fixed income and equity assets across the organization.  She joined Northern Trust in 2007 and spent  6 years in  Process Optimization where she worked on cross functional projects aimed at improving efficiencies, reducing risk, and enhancing client satisfaction across operations.  She has a background in Operations Research and specializes in using mathematical modeling and quantitative analysis techniques to aid in decision making processes.

Prathi received a B.S. in Industrial Engineering from Northwestern University and a M.S. in Industrial Engineering and Operations Research from The Pennsylvania State University.

Glenda Crisp is the Senior Vice President & Chief Data Officer, TD Bank Group. She brings over 25 years of experience in Financial Services, Consulting and Enterprise Technology Leadership. Since joining TD in 2001, Glenda has worked in several progressive roles at TD, including SVP, Enterprise Data and Analytics Technology and SVP & CIO, Corporate Segment Technology Solutions.
Glenda has been instrumental in leading the delivery of many large scale enterprise programs including the implementation of the Hadoop Platform and the rollout of a Social Media Platform to over 80,000 employees. Glenda is also a champion for Women in Leadership (WIL) initiatives at the bank. She has built a reputation as a collaborative leader and strategic partner to business leaders.
Glenda sits on the board of NPower Canada, a not-for-profit group focused on providing IT training and jobs for youth at risk. She also chairs the Industry Council for Homeward Bound, a program which provides college diplomas, internships and jobs for single mothers in Toronto shelters.
Prior to joining TD Bank Group, Glenda was a manager at Accenture where she delivered large strategic projects within the Financial Services industry. She began her career as a programmer at the Royal Bank of Canada in Toronto, Canada. Glenda holds a B.Comm from the University of Alberta and an MBA from Dalhousie University.

Cornelius "Con" Crowley is the Deputy Director and Chief Data Officer at the OFR and oversees financial data and data standards. He manages a team that gathers financial and economic data, provides analysis, and develops strategies for data standards to increase efficiency and transparency in the markets. Since joining the OFR in July 2011, Crowley has also designed and developed data management solutions to support the OFR’s research mission. He has broad experience in the financial services industry in the United States, Europe, and Japan. Crowley led operational and strategic initiatives at Merrill Lynch & Co., IBM Corp., and Irving Trust Co.

Jennifer Curtiss leads the Enterprise Data Governance office for American Express.  Jen has 15 years of experience in creating enterprise data governance programs,  focusing on strategy, data quality, data standards, change management and program implementation. Prior to leading the Enterprise Data Governance office, Jen served as the head of  Data Quality, where she led the design and development of the data quality measurement and remediation program.
Prior to joining American Express, Jen lead the Data Quality efforts for the Chief Data Office at Citibank and developed the data quality program for the company’s Financial Data Warehouse, named the Best Data Management Initiative by the 2013 American Financial Technology Awards. Prior to her work at Citibank, she lead data management programs at Moody’s Analytics. Jen holds her BA from St. Michael’s College and her MBA from Long Island University.

H. Brian Diener, Managing Director, is a member of BlackRock's Aladdin Portfolio Services Team within Business Operations and is responsible for managing, improving, and expanding global operations for the Investment Services area which includes Data Integrity, Pricing, Index, Analytics, and Reporting.  Mr. Diener has direct responsibility for the global security data integrity group 'DIG', and serves as the business manager for Investment Services.  Mr. Diener is also a member of the Valuation Oversight Committee, and co-chairs the Data Governance Committee.
Mr. Diener's service with the firm dates back to 2005. Prior to joining BlackRock, Mr. Diener was an Information Technology Leader at GE Private Asset Management responsible for developing, maintaining, and executing technology strategy for an asset management provider of separate accounts, mutual funds and annuities.  Previously, he was a Black Belt and Master Black Belt working within the Six Sigma Quality Group to improve technical processes across various GE business units including Genworth (GE Insurance), GE Appliances, GE Capital, GE Corporate, and NBC Universal.  Mr. Diener joined GE in 1997 and spent two years in the Information Management Leadership Program.  In 2004 Mr. Diener completed General Electric's Executive Information Management Program.
Mr. Diener earned a BS degree in Management Information Systems from Drexel University in 1997.

Nick Diieso is a Vice President with Deutsche Bank’s global risk management group responsible for 2nd line oversight of risk and control assessment and the ongoing implementation and governance of the 3 Lines of Defense model in the Americas.  Previously, Nick was a Vice President and Risk Director with Santander Bank where he was responsible for all data, analytics, governance, and project management related to Risk and Compliance within Santander’s US Commercial book of business (~$40bn).  Nick began his career at GE Capital and has served in various financial, strategic, and risk (1st and 2nd Line) capacities and has experience building out advanced analytics, governance, and transverse projects around complex, large-scale business strategy and risk initiatives.  Nick graduated with a degree in Finance and Accounting from the John F. Welch College of Business at Sacred Heart University, where he was an honors scholar, and is completing an advanced risk certification with Stanford University.

Genevy Dimitrion is a senior vice president and chief data steward at State Street’s Enterprise Data Governance and Management group, responsible for the company’s data governance strategy through data stewardship activities that include mentoring, training, communication, change management and data quality remediation. Previously, Ms. Dimitrion worked in the Global Product and Platform Solutions group. In that role, she developed solutions and products critical to delivering superior client service, fueling innovation and increasing efficiencies. Before joining State Street, Ms. Dimitrion held various product management positions within global custody at both Bankers Trust and Deutsche Bank. Her prior roles involved managing a team of investment advisors supporting several asset management firms with a focus on, straight-through-processing initiatives leveraging industry standards. Ms. Dimitrion is an active member of several industry groups and is a leading advocate for standards in the financial services industry. Most notably, she is on the Board of Directors of International Securities Association for Institutional Trade Communication (ISITC) and the Steering Committee of the Securities Market Practice Group. She is also a member of the Omgeo Advisory council, the Standards Coordination Group, the ISO20022 Registration Management Group, and the SWIFT Business Experts and Business Validation Groups. Ms. Dimitrion has been widely quoted as a leading expert on financial services messaging standards, and has presented at several industry events. Her contributions to the industry have led to the publication of several global market practices and recommendations used today by State Street’s clients. Mrs. Dimitrion earned a Bachelor of Science degree in finance from Rutgers University.

ROBIN DOYLE has worked at J.P. Morgan Chase for 23 years and is currently Managing Director, Office of Regulatory Affairs, where she is responsible for developing strategic responses to a broad array of regulatory initiatives, analyzing the impact of regulatory proposals, developing the firm's positions and preparing for the implementation of final rules. She is also a leader in recent global efforts to standardize reference data. Ms. Doyle also spent over seven years as the Chief Financial Officer for Corporate Risk reporting to the firm’s Chief Risk Officer and has worked in JPMC’s Chase Home Finance business unit and managed the Firm’s Accounting Policies Group. Prior to joining J.P. Morgan Chase, Robin worked for Midlantic National Bank, KPMG Peat Marwick, and Prudential Insurance Company. Ms. Doyle is on the Board of Directors of the Global Legal Entity Identifier Foundation. She is a member of the Securities Industry and Financial Markets Association, the New York Clearing House, and the Risk Management Association. Ms. Doyle has an MBA in Finance from The Graduate School of Management, Rutgers University; a BS in Accounting from Rutgers, The State University; and is certified as a CPA in the State of NJ.

Tom is global head of Reference Data Operations and the Salt Lake City head of Operations Data Quality Management. He serves as co-chair of the Pricing Consistency Governance Group and as a member of the firm’s Federal Reporting Oversight Committee, the Private Wealth Management Valuation Committee, and the Operations Division’s Data Quality Management Committee and Financial Reform Steering Group. Tom is co-sponsor of the Salt Lake City Veterans Network. Previously, Tom was based in Hong Kong, where he was head of Asia Regulatory and Tax Operations from 2009 to 2011. He had regional oversight for the Asia Operations Risk Management, Asia Operations Project Services and Asia Operations Technology Strategy groups. In 2008, Tom was head of Private Wealth Management International Operations. Prior to holding these responsibilities, he managed various Private Wealth Management Operations functions while based in Salt Lake City from 2002 to 2007. Tom joined Goldman Sachs in 2000 within Investment Management Operations in New York and was named managing director in 2010. Prior to joining the firm, Tom was a vice president in the Worldwide Securities Services division at Citibank. Tom serves on the Board of Directors of the Enterprise Data Management Council and the Guadalupe School. Tom earned a BA in Economics from Columbia University.

Geoff Finnie is the Director, Strategic Analytics for BMO Financial Group for the Office of the Chief Data Officer (CDO). By leading in the design and development of innovative new analytic solutions, he and his team contribute to increasing revenue, reducing cost, and managing regulatory requirements for the bank. He is responsible for advancing BMO's analytics maturity by setting an enterprise analytics strategy and working closely with multiple line of business and corporate functions on new solutions.

Geoff began his career supporting the Investment business of BMO Private Bank with a focus on business process improvement and building a Campaign Management capability. He then joined BMO's Office of Strategic Management (OSM) as a Manager, Strategy to focusing on improving bank productivity before joining his current team in Analytics. He took the lead role in managing the team in 2015 to build up the team and scale the capability for greater impact across the bank.

Bob is the Chief Information Security Officer (CISO) for Mizuho Bank, Americas. Prior to this role, Bob developed the CISO role at Neuberger Berman, a global Asset Management firm. At Neuberger Bob also was Audit Director, responsible for managing audits of Information Technology, the Trust Company and certain Compliance and support functions within the firm. Before joining Neuberger Berman, Bob was the IT Audit Manager for several firms including Schroders, Citibank, and Blue Cross/Blue Shield and prior to that he worked for Ernst & Young and NYNEX. Bob has over thirty years of experience as a Risk and Control specialist in
Information/Cyber Security and Information Technology Audit within the financial services, telecommunications, and health care insurance industries. Bob has a degree in Computer Systems from Bernard Baruch College (CUNY) and has the following certifications: Certified Information Systems Security Professional (CISSP), Certified in Risk and Information Systems Control (CRISC), Certified Information Systems Auditor (CISA), Certified Internal Auditor (CIA), and Certified Fiduciary and Investment Risk Specialist (CFIRS). Bob also holds the Series 7 & Series 24 licenses.

Michael Gardner is a managing director and Head of Center at the BNY Mellon Innovation Center, Silicon Valley. Mike is responsible for ensuring access to the best and latest Silicon Valley expertise and technology, to supplement the company’s other innovation centers and technologists around the world. Mike leads a team of actively engaged software architects and data scientists delivering software into the BNY Mellon private cloud, and manages relationships with universities, startups, and the investment community to ensure access to best of breed emerging technology. A Silicon Valley veteran, Mike has nearly 30 years of experience in software engineering entrepreneurship and executive leadership. Before opening the BNY Mellon Innovation Center, as the VP of Technology at Apigee Mike designed, built and operated the Apigee cloud, a very secure API management PaaS running on up to 3000 instance nodes running in Amazon AWS.

Bruno manages the Data Governance team within Data Management that focuses on the analysis, definition, ownership, and usage of captured reference data. Prior to joining Data Management, Bruno worked in IT where he led the NSRD development team. He additionally contributed to various other projects involving the AUM system. He originally worked for SSgA as a consultant through Cohesive Technology in 1998.

Prior to joining SSgA, Bruno spent four years consulting with Cohesive Technology Solutions and spent two years apiece at Thomson Financial and DST International working on their portfolio accounting system solutions. Prior to that he was a business analyst at The Boston Company now Bank of New York Mellon.

Bruno holds a Master of Science in Computer Information Systems from Bentley College and a Bachelor of Science in Business Administration from Boston University

Dessa directs the data strategy and implementation for Asset Management at JP Morgan, where she is directly responsible for data governance and delivering data and analytics to key external and internal stakeholders. In her role, Dessa draws on her extensive experience in in financial products, data, risk and technology to ensure a highly successful and streamlined data strategy.

Alex Golbin, CFA,  Managing Director, is the Global Head of BlackRock Data Services. This group provides centralized data support for the Firm, and serves the dual mission of supporting BlackRock and BlackRock Solutions (BRS) clients through overseeing Security Master, Client, Portfolio and Retail Flows Data, as well as Pricing, Index, Risk and Analytics Reporting, Performance and Attribution. BDS teams ensure comprehensive Quality Assurance and timely delivery of all information relevant to investment and risk professionals while running a scalable and efficient operational process on over $17T of BlackRock and BRS assets. Mr. Golbin is a member of the Business Operations Leadership Committee.

 Prior to joining BlackRock in 2005, Mr. Golbin was a Principal in Banc of America Securities' Fixed Income Credit Strategy group. Previously, he was a Senior Vice President at Lehman Brothers Fixed Income Research department. Mr. Golbin joined Lehman Brothers in 1994, and became responsible for producing Global Family of Fixed Income Indices. Previously, Mr. Golbin spent three years as a systems analyst with Siemens Corporation.

 In 2005 he was elected to the Board of Directors of FIASI, the Fixed Income Analysts Society, and as the President in 2008/2009. Mr. Golbin earned a MS degree, with distinction, in computer science from Hofstra University in 1996

Mr. Gouthro is Head of Investment Services and Operations at Putnam. He is responsible for investment data strategy, performance attribution, and analytics; overseeing the firm’s market data services; and managing the product information needs for Putnam clients and sales staff. In addition, he is responsible for program management of strategic initiatives. Previously at Putnam, he held various positions that involved leading teams and initiatives in the Operations, Investments, and Technology groups. Mr. Gouthro has been in the investment industry since he joined Putnam in 1990.

Laura Hahn, Director – Program Planning and Delivery, TD Ameritrade Laura Hahn currently leads large data programs at TD Ameritrade. In her role, she works to define, plan and deliver solutions that harness data, then use it to improve the client experience, drive business, and help the business be effective. Prior to her current position, she led Enterprise Data Governance and worked extensively on data quality. Prior to joining TD Ameritrade, she held several roles at Target Corporation within the Target.com eCommerce business ranging from Accounting positions and supporting large financial data initiatives, to managing an eCommerce datawarehouse and the related business intelligence team. Laura then drove the vision of establishing a distinct data management team, and under her leadership, the new team provided centralized data quality, data solutions, and data governance services across all eCommerce data, including operational, transactional, item/product, clickstream, and financial/metrics. Laura has a BA in Accounting from Augsburg College and has previously been an active Certified Public Accountant.

Yagmur brings over 15 years of experience in data quality, data governance and audit within the banking industry. Prior to Citi, she was the data quality team lead for capital markets /trading then market risk control framework lead in Enterprise Risk Management at Bank of America. She oversaw Basel data quality efforts at Merrill Lynch and, held responsibilities in information technology audits within Morgan Stanley and Ernst Young. In her current role, Yagmur engages with data governance officers, data stewards, technology system and data owners within Citi’s many businesses; she responds to recent data trends such as BCBS 239 or CCAR in audit and contributes to Citi's global data control framework through continuous review of Citi’s processes controls related to its data management. She holds an engineering degree and is a certified internal auditor.

Brian Keil is Charles Schwab's Vice President of Global Data Management Reporting to the firm’s Global Data Officer, Brian is responsible for overseeing the strategy and implementation of the firm’s Data Management activities, including the Enterprise Data Governance Program, Data Integration and Communications. Brian is also the lead contact for all Data Governance related regulatory and engagements and initiatives. During his 21+ year tenure with Schwab, he has held a variety of leadership positions spanning operations, sales and marketing and has led several large-scale, strategic implementation efforts.

Mary is Nomura’s Head of Market Data Commercial Management for the Americas. She is a member of the global senior market data leadership team for vendor management, data governance, and financial analysis.

She has 20 years of market data experience with prior roles at Lehman Brothers, Barclays Capital, NYMEX, and Credit Suisse. In addition, she has had held positions in banking, insurance, academia, and government (Peace Corps.)

Ms. Langevin earned a B.A. in Political Science from the University of Vermont and a joint MBA (Finance & Economics)/MA (French Studies) from NYU and is a CFA charterholder.

Denise M. Letcher is Executive Vice President, Chief Data Officer within Independent Risk Management (IRM) for PNC Financial Services Group, Inc. In this role, she leads Enterprise Data Management, which includes Data Strategy, Data Risk Framework, and Risk Information. She is also the Director of Corporate Insurance and the Chief Operating Officer (COO) for IRM.

Ms. Letcher’s primary responsibilities include overseeing the data warehouse, analytics infrastructure investment and delivery, data quality and remediation, data governance, which includes data risk metrics and aggregation, as well as regulatory information and reporting. As Director of Corporate Insurance, she ensures the group provides risk balanced insurance solutions. In her role as COO for IRM, Ms. Letcher is responsible for business continuity, talent management and communications.

Ms. Letcher has over 25 years of experience in the financial sector. Prior to rejoining PNC in 2010, she was the Director of Risk Management Technology for both Wachovia and Wells Fargo. In those positions, she was responsible for compliance and operational risk, technology and information strategy.

Ms. Letcher is a graduate of the University of Pittsburgh, where she received a Bachelor of Science degree in business economics, with a concentration in accounting.

Catherine is the Director and Data Governance Head for Mizuho Americas. She has 15 years of experience in data management and data governance. Prior to this role, Catherine developed the Chief Data Officer role at Citi Wealth Management Investments and Asset Management. She started her career in financial services as a management consultant and later joined Citigroup where she spearheaded numerous large-scale change management projects in data analytics, data management and data governance spanning the wealth management, payments and asset management groups.

Prior to joining the banking industry, Catherine was an innovation and advanced engineering consultant and led applied research projects and delivered complex solutions while working at the R&D laboratories of leading Fortune 500 Global multinational corporations, including Japan based NEC Corporation, and France-based automobile manufacturer Renault and defense leader Thalès Group.

Catherine has a Master’s degree in Mechanical Design Engineering from Centrale Nantes in France, an MBA in Finance and Investments from the Zicklin School of Business and is a Chartered Financial Analyst (CFA).

Joel launched Vanguard’s Enterprise Data Governance and Privacy Group in April 2012. He now leads the group, which focuses on orchestrating people, processes, and technology across Vanguard’s global operations to ensure Vanguard’s data is treated as a vital corporate asset. This includes implementing both a global data governance program and a global privacy program.

Joel graduated from Tulane Law School and began his legal career in private practice focusing on complex business litigation, primarily in the area of state and local taxation. In 2008, he joined The Vanguard Group’s Legal Department where he managed a team of lawyers and analysts advising on a wide range of internal clients on corporate and contract matters. In addition to his law degree, Joel holds bachelor degrees in Economics and Business Management and a Masters Degree in Finance.

Michael Manbeck is the Vice President and Data Steward of Reference and End of Day Pricing Data Management Services for Fidelity Investments.

Fidelity Investments has a rich and proud history. From our roots as a small mutual fund company, Fidelity has grown to become a leading provider of a wide range of services, including investment management, retirement planning, brokerage, and human resources and benefits services.

Michael’s current role is focused on Data Strategy, Governance, Industry and Regulatory matters, Vendor Licensing and Stewardship of the firm’s large scale enterprise wide investments in the evolution of reference/pricing data management practices and the employment of new supporting technologies.

Michael has more than 20 years of financial services experience working for both Fidelity and Thomson Reuters. He has a broad global operations, business product and IT experience with a strong background in leading complex transformations.

He has led the creation of client facing applications, internal software development programs, the alignment of multiple related businesses into one technology and business operation, the establishment of enterprise-wide data practices, and the creation of a centralized reference and pricing related master data set focused on supporting institutional correspondent clearing, financial advisory, capital market, family office and retail investors.

Mike Mattera is currently a Director at Legg Mason leading the Business Analytics, Client Data, and Business Implementation functions for the Global Distribution Organization.

Mike joined Legg Mason in October 2009 and was initially responsible for financial planning, analysis and management reporting for LM Global Distribution. Prior to joining Legg, Mike was Director, Americas Regional Controller and Head of Financial Operations at UBS Investment Bank. During his nine year tenure at UBS, he held various controllership and business management positions supporting technology and logistics segments both domestically and globally. Upon graduation from college, he held positions of increasing responsibility at two technology start-up firms where he quickly gained his footing in finance.

Mike has a Bachelor of Science degree in Accounting from Sacred Heart University in Fairfield, CT. He is a Certified Public Accountant and Certified Management Accountant and maintains both his Series 7 and Series 24 registrations with FINRA.

Mike lives in Newtown CT with his wife and three children. He enjoys cooking, gardening, home improvement projects, running and the outdoors.

Susan is a Vice President of Enterprise Data Management Client Data at Nomura America Securities, LLC. She has over 20 years of experience in financial industry data management, data governance, middle and back office operations – including front-to-back. Susan manages day-to-day operations while driving change, improving data quality and implementing new regional strategic processes that integrate global standards. Susan holds a B.S. in Business Economics from the State University of New York at Oneonta and has her Series 7 license. She resides in Bucks County, Pennsylvania with her husband Joseph and their two daughters, Kathryn and Fiona.

Mary Munro is Vice President, Data Governance and Communications, TD Bank Group. Mary leads a team within the bank's Office of the Chief Data Officer (OCDO) responsible for all operational aspects of Enterprise Data Governance programs, as well as communications, change management and educational initiatives supporting the bank's Enterprise Data Strategy.

Since joining TD in 2006, Mary has held increasingly senior roles across the organization in areas including the Enterprise Project Management Office (EPMO), Governance, Controls and Risk Management (GCRM) and most recently provided operational and strategic direction as Head of the Program Management, Technology and Analytics functions within Global Anti-Money Laundering (GAML).

Prior to joining TD, Mary held a number of consulting roles supporting organizational transformation and change management programs, and worked and lectured at the University of Toronto's School of Continuing Studies and Faculty of Information Sciences.

Mary received her Honours Bachelor of Arts degree in English Literature from Carleton University, studied at Oxford and pursued graduate work at OISE.

In her personal time, Mary devotes herself to a number of community organizations and sports, women in leadership activities and as a Board member of Heritage St. Georges.

Mary resides in Toronto with her husband and three daughters.

Stan O’Marra is CDO and Managing Director within the Investment Management Division of MassMutual Financial Group. Since joining MassMutual in 2013, Stan’s focus has been on the creation of a Data Management practice and Governance framework focused on the firm’s General Investment Account (GIA) investments. This transformational effort recently reached a major milestone with the implementation of an integrated accounting, data management and BI ecosystem delivering consistent, governed data across the enterprise. Prior to joining MassMutual, Stan worked with a variety of financial institutions delivering and optimizing a variety of financial solutions. Among these was Artio Global Investors, where he created the firm’s Data Management and Governance practice as the firm’s inaugural CDO.

Allan I. Mendelowitz is President of the ACTUS Financial Research Foundation. Previously Dr. Mendelowitz was the Co-founder and Co-leader of the Committee to Establish the National Institute of Finance (CE-NIF) where he formulated and executed the legislative and communications strategies of the CE-NIF that led to the creation of the Office of Financial Research by the Dodd-Frank Act. In prior assignments he served as the Chairman and a Member of the Board of Directors of the Federal Housing Finance Board, the regulator of the Federal Home Loan Bank System; Executive Director of the U.S. Congressional Trade Deficit Review Commission, a congressionally appointed, bi-partisan panel; Executive Vice President of the Export-Import Bank of the United States where he was responsible for overseeing all Export-Import Bank programs and operations; Managing Director for International Trade, Finance and Economic Competitiveness at the U.S. GAO, during which time he directed a large number of studies of the nation's international trade and finance programs and policies, and testified before the Congress of the United States more than 140 times. Dr. Mendelowitz spent 1980 as the senior economist and representative of the Comptroller General with the Chrysler Corporation Loan Guarantee Board negotiating the terms of that Federal loan guarantee. Prior to joining the GAO he was an Economic Policy Fellow at the Brookings Institution and on the faculty of the Department of Economics of Rutgers University where he taught courses in urban and regional economics and international trade and finance. Articles by Dr. Mendelowitz have appeared in the Journal of Business, the National Tax Journal, the Journal of Policy Analysis and Management, the Financial Times, the American Banker, and other publications. Dr. Mendelowitz received an A.B. degree from Columbia University, and M.A. and Ph.D. degrees in economics from Northwestern University.

Jodi Morton is Vice President – Single Family Data Governance and Management, in the Single Family Division of Freddie Mac. She began her Freddie Mac career in 2004 and she has served in a variety of roles within the Finance Division, most recently as Vice President – Single Family CFO.

As Vice President – Single Family Data Governance and Management, Jodi works across the Single Family business to leverage data, analytics and technology to further business strategy. She is responsible for the development and implementation of the Single Family data strategy which includes:

• Data governance, policies, standards and practices
• Data quality transparency and reporting
• Operational support of certain shared information assets such as the Corporate Data Warehouse, Approved Provisioning Points, and the Analytics Enclave
• Advancement of data acquisition strategies and analytic capabilities for the Single Family business

Jodi earned a Masters of Finance from American University; and a Bachelors of Science in Accounting and a Bachelors of Science in Business Administration from the College of Charleston in Charleston, SC.

David Newman is Senior Vice President and Strategic Planning Manager of Enterprise Architecture and IT Strategy at Wells Fargo Bank. David also chairs the Semantic Technology program for the Enterprise Data Management (EDM) Council and leads the Council’s efforts to develop ontologies for the financial industry known as the Financial Industry Business Ontology (FIBO). FIBO is a free and open source ontology that semantically describes business entities, derivatives, securities, loans, corporate actions and metadata. FIBO is being developed as the next generation global financial data standard. FIBO can be used to support macro-prudential and institutional risk management, regulatory compliance and reporting, risk analytics, as well as serve as a foundational set of semantic building blocks for enterprise data models and taxonomies. It therefore provides a solid basis for strategic fulfillment of BCBS-239. David is also responsible for the working group that is developing executable reference ontologies that demonstrate FIBO’s many advanced capabilities. In addition, David is starting an initiative to position elements of FIBO to be available for semantic markup of financial content for internet sites through a collaboration with Google, Yahoo and Microsoft. David is a frequent speaker at industry conferences on semantic technology as well as at regulatory and academic conferences on systemic financial risk. At Wells Fargo, David focuses on emerging technologies and innovation initiatives and leads the Wells Fargo Semantic Technology Community of Interest.

Jacklyn Osborne is the Americas Chief Data Officer and Global Head of Data Policies for HSBC Global Making & Markets. She is responsible for the design, execution and governance of a cohesive enterprise data strategy including the development and implementation of data policies & standards ensuring complete, accurate, timely and consistent data across the Firm. She serves as a liaison between business and technology to ensure that data related business requirements are clearly defined and understood as part of the project prioritization, planning, and execution process.
Prior to joining HSBC, Ms. Osborne spent ten years in client data management, change delivery, vendor governance and information security in the public and government sectors, including eight years at UBS Financial Services and two years at the National Cyber Security Division of the Department of Homeland Security.

Sylvain Pendaries is a senior executive with over 25 years of experience in major Financial Services organizations (sell-side & buy-side) with large-scale Data and IT project Management and oversight experience. Sylvain has managed the implementation of many vendor-based trading, portfolio management and data management solutions, across a wide range of clients and technology platforms.
In September 2016, Sylvain joined Franklin Templeton as Director of Investment Data Management, after a few years of EDM advisory consulting with InvestTech. Prior to joining InvestTech, Sylvain was the VP of Business Analytics for PSP Investments, and Head of Business Architecture for Caisse de Depot, both pension funds in Canada. Sylvain also worked in technology executive positions as Chief Information Officer for Natixis CIB in New York and Societe Generale in New York and Paris.
Sylvain received his DEA (Post-Graduate) in Artificial Intelligence from Paris VI University.  He also holds a Master’s Degree and Bachelor’s Degree in Computer Science from Paris VII University.

Eric is currently the Senior Vice President of Informatics at Takeda where he is focused on building a next generation approach to biomedical knowledge infrastructure and culture.

Most recently, Eric was the Executive Director of the Center for Biomedical Informatics and the Countway Library of Medicine, an Instructor in Pediatrics at Harvard Medical School and is a faculty member of the Children’s Hospital Informatics Program at Boston Children’ Hospital. While at HMS, Eric focused on the approval of the Department of Biomedical Informatics as a full academic department at HMS as well as industry collaborations, leading the technology efforts for multiple Ebola response programs, and building active research programs in medical product development, regulatory science and cyber security.

Prior to HMS, Eric was the Chief Information Officer and Chief Scientist (Informatics) at the U.S. Food and Drug Administration. In this role, Eric authored the first IT Strategic Plan for FDA and was responsible for modernizing and enhancing the IT capabilities as well as the in silico scientific capabilities at FDA.

Eric serves on the editorial board of Cancer Today magazine and serves on the editorial board and as the Associate Editor for Novel Communications for the DIA flagship publication, the Journal of and Therapeutic Innovation and Regulatory Science. Eric has also served on several the Advisory Committees for the American Society of Clinical Oncology, the SAB of NuMedii, the leadership team of Precision for Medicine, as the Chairman of the Survivor Advisory Board at the Cancer Institute of New Jersey and as the Chief Information Officer of the King Hussein Institute for Biotechnology and Cancer in Amman, Jordan. Eric has also worked extensively with the LiveStrong Foundation, the Kidney Cancer Association, and the ScientistSurvivor program of the American Association for Cancer Research. Eric has also served as the first CTO for OneMind4Research and as a reviewer for Faster Cures.

Prior to FDA, Eric was Senior Vice President of R&D Information Technology at Johnson & Johnson Pharmaceuticals R&D and was a member of the Corporate Office of Science and Technology. During his thirteen years at J&J, Eric also held the posts of Vice President R&D Informatics, Vice President and Chief Information Officer, Director of Research Information Technology as well as assistant Director and Director of Drug Discovery Research. Prior to J&J, Eric was the Group leader of Scientific Computing at ArQule Inc. and he began his professional career with the Army Corps of Engineers.

Eric has a PhD in chemical and biochemical engineering from Drexel University and also holds B.S.Che and M.S. degrees in chemical engineering.

Olivier leads his team of 100 to deliver project management and international master data services globally. Within his role, Olivier coordinates key internal teams to provide globally accessible data for the fund administration securities services.

Andrew Salesky leads Schwab’s Global Data function which focuses on driving increased competitive advantage through improved data management.

Salesky was formerly head of Schwab’s branch network. Prior roles included launching Schwab’s retail franchise business, leading Schwab’s online and mobile efforts, creating Schwab’s first fee-based advice offer, and developing the first revenue-sharing referral model for affiliated fee-based advisors.

Prior to joining Schwab in 1995, Salesky was a Senior Engagement Manager at McKinsey & Co., Inc. Salesky earned a BS/MS in Industrial Engineering at Stanford University and an MBA at Stanford Graduate School of Business.

Girish Satpute leads Data Engineering function for Fidelity Investments Management Technology group, a unit of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries.  Mr. Satpute has been in his current position since 2008 and is responsible for managing data for Equity, Fixed Income, High Yield, Counter Party and Research products

Prior to joining Fidelity, Mr. Satpute was a founding member of a global  IT Services start up that went public in 2004. Before the startup, Mr. Satpute led multiple consulting engagements involving large scale business process re-engineering as well as re-platforming efforts. 

Mr. Satpute began his technology career in 1989 with Tata consultancy service in India. Mr. Satpute holds a BS degree in Electrical Engineering, MS in Electronics Engineering and a Diploma in Marketing Management.

David Saul is senior vice president and chief scientist at State Street Corporation, reporting to the chief information officer.  In this role, he is responsible for proposing and assessing new advanced technologies for the organization as well as evaluating technologies already in use at State Street and their likely evolution in order to reinforce the organization’s leadership position in financial services.

Mr. Saul previously was chief information security officer, where he oversaw State Street’s corporate information security program, controls and technology. Prior to that, he managed State Street’s Office of Architecture, where he was responsible for the overall enterprise technology, data and security architecture of the corporation. Mr. Saul joined State Street in 1992 after 15 years with IBM’s Cambridge Scientific Center, where he managed innovations in operating systems virtualization, multiprocessing, networking and personal computers. Mr. Saul serves as a trustee of the Massachusetts Eye and Ear Infirmary. In 2007 he was honored with a Computerworld Premier 100 IT Leader Award.  American Banker named Mr. Saul as one of its Top Innovators of 2013 for his work on data semantics and standards.

Mr. Saul holds bachelors and master’s degrees from the Massachusetts Institute of Technology.

Peter Serenita is the Group Chief Data Officer at HSBC.  In this role, he is responsible for the data management practice across all businesses and global functions at HSBC focusing on improving data consistency across the firm.  He is responsible for the development of the HSBC Data Vision and Strategy and leads the Group Data Strategy Board consisting of the CDOs and COOs of each of the Global Businesses and Global Functions.

Previously, Peter was the Chief Data Officer for Global Banking and Markets at HSBC and in this role he was responsible for improving the consistency of data across the GBM locations and product areas with particular focus on Entity (Client) data.  He was the executive sponsor of two global change programs, the global entity (client) data management program and the global trading account data strategy across Global Banking and Markets, as well as responsible for the global entity and trading account ‘run the bank’ operations.

Before joining HSBC, Peter was a 28-year veteran of JPMorgan having held several key positions in business and information technology.  He was the Global Head of Pricing Operations and the Global Head of Market Data Service Vendor Management at JPMorgan’s Worldwide Securities Services.  Previously, he was the Chief Data Officer for Worldwide Securities Services responsible for the development of information and technology practices to fully integrate data across the Worldwide Securities Services businesses and the firm. 

He served as head of Global Reference Data Services for the Shared Technology and Operations group at JPMorgan, overseeing reference data for the wholesale portion of the firm, which includes the Investment Bank, Private Bank, Commercial Bank, Treasury and Security Services and Investment Management.  He helped consolidate technology platforms to converge data from disparate sources resulting in improved data quality and reduced cost.  He also consolidated and restructured the reference data operations teams into a dual-hub model resulting in improvements in information quality, controls, operational efficiency and a significant reduction in costs.

Previously, he was Chair of the JPMorgan Enterprise Architecture Board, which established cross-business consistency and better integration across the firm of architecture standards and design methodology.  He has also served as Chief Architect of Finance and Corporate Risk, Head of Corporate Risk Application Development and Head of Foreign Exchange Application Development. 

Mr. Serenita holds a Bachelor’s Degree in Computer Science from New York University.

Mr. Serven is a Vice President with State Street Corporation. Working as part of the IT Strategy and Governance organization, Mr. Serven is responsible for Information Lifecycle Management which focuses on policies and practices related to the management of State Street’s digital data footprint. In previous roles he has served as Head of Client Technology for EMEA and Head of IT for State Street Switzerland

Andy Steele has been with Barclays for 11 years, and currently leads the Reference Data groups across Operations and Technology. His journey to Reference Data has been mostly via leading Operations teams across the Bank, with a few turns in to Lean process improvement and Robotic Automation along the way. Previously Andy has worked in two very diverse industries, with Scottish Power leading their Six Sigma Transformation, and with Unilever working on laundry product development, factory fault diagnostics and ice cream. Andy has fond memories of working in Artificial Intelligence research in the pre cloud days when Lisp programming language was the cutting edge of machine learning. Andy has two daughters and lives in sunny Central Scotland.

Gopal Subramanian is Senior Vice President of Data Engineering for Fidelity Investments Management Technology group, a unit of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries. Mr. Subramanian has been in his current position since 2008 and is responsible for managing data for Asset Management.

Previously with Fidelity, Mr. Subramanian was Vice President, Data Engineering & BI with Fixed Income Division. In his role, he led a team of professionals responsible for delivering projects in the areas of Trading, Portfolio, Research and Quant. He joined Fidelity in 1999 as a Director in the Marketing Division primarily responsible to implement Marketing Data Warehouse and CRM.

Prior to his 15-year tenure with Fidelity, Mr. Subramanian worked for numerous technology start-up firms leading their data mining and predictive modeling efforts. In, 1990 Mr. Subramanian joined a start-up firm in Singapore to develop generic software for Insurance industry to support the needs of South East Asia. Mr. Subramanian began his technology career in 1988 with Tata Unisys in India.

In his free time, Mr. Subramanian mentors and teaches entrepreneurship to high school students. He is also a board member and charter member of TiE, (The Indus Entrepreneurs) group that is the largest not-for profit organization, which promotes entrepreneurship, and is a member of the committee responsible for reviewing business cases and selecting businesses for investments by venture capitalists.

Mr. Subramanian often speaks at various industry conferences. He received his MBA from Boston University.

Joseph Tracy is an Executive Vice President and Senior Advisor to the President. He is the Chair of the Regulatory Oversight Committee for the Global Legal Entity Identifier System (GLEIS). His primary research interests include unions and collective bargaining as well as housing and urban economics. Prior to joining the New York Fed, Mr. Tracy was an associate professor at Yale University and Columbia University. He holds a B.A. from University of Missouri and a Ph.D. from the University of Chicago.

Jenny Tsouvalis is Senior Vice-President, Investment Operations and Applications for OMERS, one of Canada’s larger pension plans. She manages OMERS investment operations, reporting and analytics and investment systems.

Christophe Tummers is currently Head of Service Line Data for UBS. In his 19 years with UBS, he has had the opportunity to work with Operations, HR & Technology and worked in Basel, Zürich, NY, London and Singapore. After returning from Singapore in 2012 (building up the integrated service desks for application and end-user support), Christophe became the Head of Operations IT supporting the newly formed Group Operations team. In April 2015, Christophe joined Operations to take on service line responsibility for data. Outside of the office, Christophe enjoys sports, including snowboarding and Muay Thai, spending time with family and travelling.

Krishnan Vaidyanathan is Vice President, Risk Data Analytics and is responsible for Data Analytics for the Corporate Risk Function of Fidelity Investments the largest mutual fund company in the Unites States, the No. 1 provider of workplace retirement savings and a leading online brokerage firm. Prior to this Krishnan was the Vice president, IT Product Management of FIMT, the Information Technology division of Fidelity Management & Research Company (FMRCo), the investment arm of Fidelity Investments, Krishnan was responsible for IT  & Data Product Management, Strategy and Data Modeling for FIMT.

Krishnan joined Fidelity in 1999 and he worked in the retail brokerage division of Fidelity until 2004. He played a key role in adding cutting-edge features to Fidelty.com. Since then he worked for the FMRCo, the investment arm of Fidelity and  lead multiple technology Initiatives in the fields of Investment Compliance, Proxy Voting and others. He was also responsible for Data Product Management and Enterprise Data Modeling for the integrated common data store which is the foundation of FMRCo’s multi-year technology strategy. 

Prior to joining Fidelity, Krishnan was a software engineer at PTC, a mechanical CAD software company where he was in the core team that built their Product Data Management product line. Krishnan has over 20 years of experience in IT and software product development.

Jeremy Wishall is a Director in the Internal Audit Group at American Express. He has been the audit leader of American Express’ data governance function since its inception. Areas of focus include management of data quality used for regulatory reporting, issue identification and remediation, critical data definitions, and oversight of the data governance program. Prior to American Express, Jeremy was a member of Risk Advisory Services at Ernst & Young.

Stephan Wolf is the CEO of the Global Legal Entity Identifier Foundation (GLEIF). He has extensive experience in establishing data operations and global implementation strategy. He has led the advancement of key business and product development strategies throughout his career. Mr. Wolf co-founded IS Innovative Software GmbH in 1989 and served first as its managing director. He was later named spokesman of the executive board of the succeeding IS.Teledata AG. This company ultimately became part of Interactive Data Corporation where Mr. Wolf held the role of CTO until 2010 with development teams in North America, Europe and Asia-Pacific. He has a proven ability to build and to manage large organizations and partnerships, both globally as well as regionally with the ability to deliver complex solutions to the financial services industry. Mr. Wolf is also dedicated to academic matters.

Connie joined BOC in 2016 as VP (officer) – Head of KRI-RDA program, overseeing risk data and KRI for the bank. Build Risk and Data Framework/usecase/prototype for future operating model aligning BCBS239, 2052, FRTB regulatory requirements for CB, Finance, Risk, MRM, ALM and L/C across the bank as well as being responsible the underlining ERDM and RDAR program engagement, execution and actual deliverables. She has 21+ years’ experience in unifying banking finance business, operational and technology based upon GRC requirement. Focus on Enterprise data Management, Financial Reporting and Risk Analytics Solution to streamline and transform Business Data & process into practical working technological solution in the area of Market Risk/Credit Risk/Model Risk Management/Operational & IT. She led many large scale projects involves large volume data implementation such as enterprise data management, mortgage data analytics, global Core Banking, credit risk forecast tool, prepayment model and online trading application by incorporating massive data analysis, prediction and reporting in both of low-latency and warehouse solution.

Before joining Bank of China, Connie was Director and Quantitative Risk Management(QRM)’s Business Manager in DTCC's Enterprise Risk Management. Before joining DTCC, she led many large scope projects for business transformation through global management consulting practice, before that, she was Sr. manager with S&P, Bank of Tokyo as well as Other major US banks.

She has Master Degree in Computer Science from City College, an MBA in Investment Management from Pace University - Lubin School of Business.

Risë has over 25 years of experience in financial services. She has worked in a various roles from HR to Back office Operations to IT Application Support and even has spend some time working with external customers. Throughout her career she has constantly found innovative ways to resolve issues. Currently she is responsible for envisioning and enacting the Data Governance Program for the combined US Operations at SMBC.

Dr. Aggarwal founded Scry Analytics and is currently its CEO and chief Data Scientist; this company uses cognitive computing and data engineering to provide solutions and services in banking, finance and insurance areas for improving revenue, profit, timeliness, quality, customer experience, compliance and risk. In December 2000, he co-founded Evalueserve and was its chairman until January 2014; Evalueserve provides research and analytics services to clients in North America, Europe and Asia Pacific by using 3,100 professionals located in India, China, Romania, Chile and North Carolina. During 1984-2000, he worked at IBM’s T. J. Watson Research Center and was on sabbatical at the Massachusetts Institute of Technology (MIT) during 1989-90 where he supervised two Ph.D. students. While at IBM Research, he and his team used cognitive computing and genetic algorithms to build and sell "Supply Chain Management Solutions" that substantially improved the profit margin for paper mills and steel mills. In 1998, he founded IBM’s India Research Lab and grew it to 70 researchers by 2000. He received his B. Tech. from IIT Delhi and Ph. D. from Johns Hopkins University; he has published 104 research articles and has been granted 8 patents.

Matthew Bastian is the Director of Market & Business Development and West Coast Operations for CUSIP Global Services (CGS).  In his role, Matt heads up the CGS project management team, cultivates relationships with strategic alliance partners, and spearheads the marketing and communications plans. As part of the CGS executive management team, he has led the implementation of new CUSIP asset class initiatives, including listed options and physical precious metals, as well as authoring numerous white papers and other thought leadership pieces around standards development and associated reference data. Based in Seattle, he represents the CUSIP business on the West Coast, adding to CGS’ “around the sun” capabilities and its operational resiliency.
 
Prior to joining what is now S&P Global Market Intelligence, Matt spent over 11 years with data vendor Bloomberg LP.  While there, he held a variety of leadership roles, the last of which was Head of Business Management and Exchange Relations for all real-time exchange feeds in North America.  In that capacity, Matt was responsible for many key implementations on the Bloomberg Professional platform, including Regulation SHO, the NASDAQ Opening and Closing Crosses, real-time data for Jamaica Stock Exchange (a first among vendors), and the TSX Market on Close.  An active participant and speaker in the industry, Matt is on the Curriculum Committee for the FISD’s Financial Information Associate (FIA) program and is a certified FIA Associate.
 
Matt holds a BA from the University of Pennsylvania.

Mr. Dickenson leads product strategy and management and is responsible for driving a Customer focused suite of SaaS workflow and data solutions to support our Customers in meeting regulatory requirements and optimizing business processes. Prior to joining Alacra in 2014, Kelvin was at Dun & Bradstreet for 9 years. most recently as Managing Director of Compliance Solutions and previously as principal consultant for several of D&B’s strategic Customers, leading engagements in Compliance, reference data, credit review and risk management.

Before joining D&B, Kelvin spent a combined 20 years in Compliance, Credit, Loss Prevention and Managerial roles at two major financial institutions where his responsibilities included developing CIP policies, procedures, data sources and technology solutions to meet the requirements of the USA Patriot Act. Kelvin is a member of the charter class of Certified Financial Crime Specialists and is a current member of the advisory board at the Association of Certified Financial Crimes Specialists.

Seth Earley is CEO & Founder of Earley Information Science (EIS). He also serves as Editor, Data Analytics, for IT Professional Magazine from the IEEE.  His interests include Knowledge Strategy, Data and Information Architecture, Search-based Applications and Information Findability solutions. Seth has worked with a diverse roster of Fortune 1000 companies helping them to achieve higher levels of operating performance by making information more findable, usable and valuable through integrated enterprise architectures supporting analytics, e-commerce and customer experience applications.  For IT Professional he writes a regular column on data analytics and information access issues and trends. He is founder of the Boston Knowledge Management Forum, former adjunct professor at Northeastern University, where he taught graduate courses in Knowledge Management Infrastructure and E Business Strategy, and was Co-Chair of the Metadata Committee, NDIIPP Education and Outreach for the Academy of Motion Picture Arts and Sciences (AMPAS).  He has conducted workshops for senior leadership around aligning information management strategy with measurable business outcomes and developed information governance programs for clients in healthcare, technology, manufacturing, insurance, retail, pharmaceutical and financial services industries.

Luis Estrada is the current CEO at BI Geek which he founded in 2014. BI Geek is an Business Intelligence and Big Data niche firm that runs in 3 countries -USA, Spain and Mexico- specialized in designing and developing robust data solutions. At the age of 36, Luis is a graduate of Computer Science from Universidad Pontificia de Comillas (ICAI-ICADE). He has 15 years of experience in Financial Risks in IT environments and has led several international projects in Tier 1 institutions.

Currently CTO of Torana, Inc. Currently focused on R&D of www.iCEDQ.com DataOps platform, a rule based data auditing & data reconciliation software.

Has twenty years of experience in information management and software development. In the past consulted for many Financial firms, Banking, Investment banks Hedge funds, and Insurance. Worked on market data, BCBS-239, FINRA, SOX, BASEL, Solvency II and risk reporting. Well versed with securities trade data management in Front, Middle & Back office.

Built data warehouses for, reference data hub and MDM projects. Gained technical expertise in Big Data Architecture, Data Migration & Conversion, Data Quality and Data Governance.

Shant is an expert in high performance data processing, query optimization and distributed systems. He was previously a Senior Software Engineer at Teradata, by means of the acquisition of Aster Data, where he was an early engineer developing key areas of the Aster Analytic System. He also spent a summer working on the Ads Database at Google. His experience includes everything from Linux kernel programing and database optimization all the way to visualization. He started his first lemonade stand at the age of 4 and ran a small IT consulting business in high school. Shant studied computer science at UCLA where he had publications in top tier computer systems conferences.

Preetham is Vice President and the Global Head of Integrated Data Management Services (IDMS), as part of the Business Platforms business unit of Capgemini Business Services, and is responsible for the overall P&L – including delivery, sales, solutions and consulting focused on the financial services industry. Preetham also sits on the board of the Enterprise Data Management (EDM) council and is a regular speaker at key reference data events.

Preetham has multifaceted experience as an FS professional spanning global account management, head of BPO sales in Europe, director of large deals, Integrated IT and Operations (ITOPS) services creation and delivery for reputed  organizations such as IGATE, Patni and HCL.

Prior to Capgemini, Preetham spent six years with Ernst & Young focusing on M&A, private equity placement, management consulting including build and buy strategy for European banks, and transaction advisory.

Preetham holds a double masters degree in Finance and Management from the London School of Economics and Cardiff Business School. He is also the holder of the European Sales award at HCL, the CEO award at IGATE, the largest deal award 2013 at IGATE and the entrepreneurship award facilitator at Ernst & Young.

His other interests are golf, scuba-diving and music.

With almost 20 years of buy-side technology experience Brent has helped deliver leading solutions and services to some of the world’s largest asset managers. His experience with data management, accounting, compliance and performance measurement provides a unique perspective on the evolving market and the need for asset managers to adopt better technology to enhance automation and efficiency. Prior to Bloomberg PolarLake, Brent worked for SunGard, Thomson Reuters and Advent Software in various client facing roles. 

Paul Lashmet is Practice Lead and Advisor for Financial Services at Arcadia Data. Arcadia Data provides visual big data analytics software that empowers business users to glean meaningful and real-time business insights from high volume and varied data in a timely, secure, and collaborative way. He writes extensively about the practical applications of emerging and innovative technologies to regulatory compliance. Previous to Arcadia Data, Paul led programs at HSBC, Deutsche Bank, and Fannie Mae.

•    Robert has more than 20 years of extensive experience in successfully leading and completing projects for regulatory, risk, and management reporting at major U.S. and international financial institutions.  His background focuses on the translation of banking regulations and prudential standards into practical information technology solutions for the financial industry.  He has extensive experience in developing and advising clients on best practices for U.S. regulatory reporting solutions to implement CCAR, Basel, and Dodd Frank Act requirements. Some of his recent engagements include projects with JP Morgan, Goldman Sachs, Morgan Stanley, Credit Suisse, and RBC Capital Markets.

•    Robert began his career working at the Statistics Function of the Federal Reserve Bank of New York which provided him with the foundation for his expertise in U.S. banking regulation and reporting. 

•    Robert received his Bachelor of Science degree in economics from Stony Brook University (State University of New York), and earned his Master of Business Administration in finance from Pace University, USA.

•    Domain Expertise: Banking regulation; Risk, regulatory data and reporting; Financial reporting technology, Data management

Deepika heads the Data Quality & Reporting function at S&P Global, a leading Ratings, Data and Analytics provider in the financial services industry. She has over 18 years of experience across global financial markets in Asia and the US, in the credit risk, business and data management domains. During her 11 year tenure at S&P Global, she has worked within the Ratings and Market Intelligence business divisions, extending and enhancing products and analytical tools using high quality data sourced and managed by the data organizations within these divisions. More recently, she accepted the position to head Data Quality for the S&P Global enterprise, where her mandate is to build upon, and execute on an enterprise wide data quality & reporting framework that help drive product innovation capabilities on the foundation of quality of our data assets.

Deepika holds a bachelor's degree in engineering & technology from the Indian Institute of Technology, New Delhi, and an MBA in Finance from the Indian Institute of Management, Calcutta. She is also accredited as a Chartered Financial Analyst (CFA) certification by the CFA Institute.

Mark Marinelli, Chief Technology Officer at Lavastorm, is responsible for driving product innovation and development strategy for the company’s self-service data preparation and advanced analytics technology. A 20-year veteran of the analytics software industry, his extensive experience spans software development, product management, and product strategy from early multidimensional databases to modern data analytics technologies.

Matt McGarry is the Vice President of North American Sales at Experian Data Quality and brings more than 16 years in global sales and leadership experience. He is a veteran in the data quality market and has held key leadership roles in sales, channel, and business development. His focus is helping clients build proactive strategies to unlock the power of their data. To learn more, visit www.edq.com.

After a 10 year career in Business Intelligence solutions, Rob O'Brien represents Paxata, a next generation data preparation platform that allows enterprises to empower their business analysts, data architects and data scientists to prep, enrich and publish governed data sets to accelerate analytics throughout the enterprise. Paxata's scalable data platform is self-documenting and requires no coding, scripting, or sampling. Rob leads the North America sales organization for Paxata with a focus on financial services

Scott J. Preiss is Managing Director, Global Head of CUSIP Global Services (CGS, which administers the CUSIP numbering system and the CUSIP International Numbering System (CINS) for the United States, Canada, and various global territories under contract to the American Bankers Association. Under Scott’s direction, CGS is responsible for the development and operation of the ANNA Service Bureau, launched as a central hub for the consolidation and distribution of ISIN data from >120 global markets, and jointly operated with Six Financial Information, Zurich.  CGS also provides a variety of cross-referencing, obligor and entity-identification solutions to market participants for risk management and compliance needs.

Previously, during Scott’s tenure as director of CUSIP Operations, a major revitalization and upgrade of CUSIP’s infrastructure was implemented that facilitates the numerous securities issuance procedures in a real-time environment.  He has been actively involved in the industry’s effort to standardize legal entities, securities descriptive data and product classifications, and has chaired the ANSI-accredited standards group X9D in that regard.  Scott regularly lectures on standardization, reference data and risk management, both in the U.S. and globally.

Scott is a member of the Enterprise Data Management Council (EDM), the Executive Committee of the SIIA/FISD, SIFMA, Various ISO Working Groups (including ISO TC68 SG1 that examined LEI), and is the Chairman of the ASB Advisory Board. He is a member of the New York, and New Jersey Bar Associations and has a B.B.A. in Business/Finance from Pace University, New York and a J.D. from New York Law School.

As Vice President of Product Marketing, Ian Rowlands is responsible for the communication of ASG's metadata-management based solutions. He manages participates in product launch and delivery plans and creation and management of partner relationships. He was previously VP of Metadata Development and VP for Product Management. Before ASG, Rowlands was Director of Indirect Channels for Viasoft, a leading EAM vendor (acquired by ASG) owning relationships with partners outside North America. Rowlands has worked extensively in metadata management, IT systems and financial management, and presented at conferences worldwide, including DAMA and CMG. Rowlands has many years of experience in applications design and development, has managed ADABAS, IDMS, and DB2 databases and designed systems to run on a variety of hardware and operating systems. Originally from the U.K., Rowlands is a Chartered IT Professional and standing member of the British Computer Society.

David Scalzetti CFA, joined ICE Data Services to lead our regulatory products initiatives.  He is a Chartered Financial Analyst with nearly 20 years of experience with structured products and regulation.  In this capacity, David monitors regulations such as Basel III, FRTB, MiFID II, SEC proposals and changes to the Investment Company Act, as well as tax regulations.  He holds a BA in Economics and Philosophy from Binghamton University.

Jeff Shortis leads the data governance solution group at Infogix.  Jeff joined Infogix with the acquisition of Data3Sixty, where he was the founder and CEO.  Prior to founding Data3Sixty, Jeff served as Chief Data Officer for Pioneer Investments where he led global data strategy and evangelized the importance of data governance. Prior to Pioneer Investments, Jeff was product manager for Eagle PACE, an industry leading investment management data warehouse. Jeff has also advised several financial services organizations, helping them define data strategies and standing up data governance teams. Jeff is recognized as one of the thought leaders in the data management industry.

Subbiah joined State Street Global Exchange℠ in 2015 and has 20 years of experience in the investment management industry. In his current role, Mr. Subramanian has responsibility for successful delivery of data management service to clients globally.

Prior to joining State Street, Subbiah was Head of BNY Mellon’s Front Office Services & Instrument Engineering team where he was responsible for the entire service offering including Operations, Technology and future direction of the group. Prior to joining BNY Mellon, Subbiah was VP, Investment Systems at Putnam Investments, Boston MA. Subbiah’s experience in investment management applications, Technology & Operation coupled with his knowledge of current market trends add value to client’s data initiatives.

Subbiah has a Master of Science in Investment Management (MSIM) Degree from Boston University and a Bachelor’s Degree in Electronics Engineering from University of Madras, India.

Douglas B Taylor is founder and Managing Partner of Burton-Taylor International Consulting, a business consulting organization created in 2006 and acquired by TP ICAP in 2016. Burton-Taylor has become the market data industry reference as B-T clients command an estimated 80% share of global revenue in the USD27b space and include the world’s leading information companies, the largest exchange groups, key government organizations and regulatory bodies on multiple continents, the largest advisory firms serving the industry, and dozens of the most active private equity and investment companies…all of which using Burton-Taylor data as foundation for their strategy.

B-T is also the recognized standard serving the Exchange, Media Intelligence & PR, and Risk information industries. Mr. Taylor entered the financial information space at Reuters in 1987, where he spent 15 years in North America, South America and Europe, the last 5 of which heading Reuters news marketing and product management globally. After leaving Reuters, and before founding Burton-Taylor, Mr. Taylor headed the marketing and product development divisions, as well as the Investment Management, Investment Banking & Research, Institutional Equities and Wealth Management business units for Thomson Financial in Asia. He has also served as Managing Director of the EMIS, a Euromoney Institutional Investor company, as Chief Marketing Officer at software developer Insurance Technologies and as Manager, and as Partner Engagement at software giant Microsoft Corporation.

Mr. Taylor has been quoted as a financial information industry expert by The Wall Street Journal, The New York Times, The London Times, Dow Jones Newswires, Forbes and in the biography "Mike Bloomberg; Money, Power, Politics", by Joyce Purnick.

Alexander Tsigutkin is the Chief Executive Officer of Axiom Software Laboratories (AxiomSL), a firm he founded in 1991.  Mr. Tsigutkin designed the original framework and foundation for developing enterprise-wide risk management, regulatory reporting and data management solutions. Additionally, he invented and patented a dynamic approach to manage data for risk management and regulatory reporting applications.

Prior to founding AxiomSL, Mr. Tsigutkin was an independent consultant to top tier international banks and financial institutions, advising senior management in the areas of banking operations and database engineering.

As an expert in regulatory reporting and risk management, Alex is a frequent speaker at technology and financial industry forums worldwide, addressing topics such as dealing with changes in regulatory and risk management space, achieving transparency across enterprise, financial control, data warehousing and bank regulatory issues.       

Mr. Tsigutkin received his Bachelor of Science degree from Yeshiva University and a Master of Science degree in information technology and business from the Polytechnic Institute of New York University.

Joseph Turso is Vice President of Product Management for the SmartStream Reference Data Utility responsible for developing data utility solutions for the financial industry. He has over 25 years of experience in Securities Reference Data supporting and implementing data solutions for buy side and investment banks. Prior to joining SmartStream in 2013, he was an Executive Director at Morgan Stanley for 18 years. For most of this tenure he worked in the Enterprise Data Group with roles in Program Management, Business Analysis, Data Operations and Market Data Sourcing. He was also a Director in the Enterprise Data group at Bank of America / Merrill Lynch managing their securities and pricing data. He was also a Director in the Data Management Group at Citadel LLC.
 

Marissa Alvord is Program Director for FIMA, LogiMed and LogiPharma. With over six years of conference production experience, Marissa specializes in market research in the financial, pharmaceutical, biotech and medical device industries. Marissa cut her teeth in conference production working for a small publishing house in London producing events for the English education sector. She holds her MA from SOAS, University of London. Outside of the office, Marissa enjoys cycling, gardening, cooking and enjoying music.

Joining State Street in 2011, Ulrik led the reorganization of its Market Data operations globally, centralizing demand management, vendor management, procurement activities and administrative functions. As the global Head of Market Data Services, he is now responsible for Market Data operations across the bank. Ulrik has also recently taken over the responsibilities for State Streets Financial Services procurement operations enterprise-wide. Prior to joining State Street, Ulrik worked for Bloomberg where he spent the majority of his time in leadership and business development roles within Global Data. His responsibilities included managing several of their data operations in London, before moving to New York in 2005 where he became the Department Manager for the New York Global Data Department, and later Head of Content Acquisition for Americas. With nearly two decades of experience in the Market Data industry, Ulrik brings a proven track record in strategic vendor and client management, negotiations and licensing structures, global business development, organizational optimization, as well as management and leadership. Ulrik holds a Masters Joint Honors in Management and International Relations as well as a Post-Graduate degree – M.Litt in Management, Economics and International Relations from University of St. Andrews in Scotland.

Liz Micka leads Fidelity’s vendor performance management and contract negotiation for supporting the research & market data needs of Asset Management investment professionals.

Throughout her tenure in Investment Information Services (IIS), Micka has managed complex strategic provider relationships and their related commercial & legal terms, partnering with enterprise counterparts to secure successful deals across the organization. She directed the roll-out of Fidelity’s corporate vendor management program in Asset Management and has most recently been overseeing IIS’ contribution to market data cost reduction efforts under firm-wide Scale & Efficiency initiatives.

Prior to joining Fidelity in 2008, Micka was a senior associate at a North Shore business law firm where she worked on a wide range of corporate transactions. Micka earned a BA in English & Journalism from the University of New Hampshire and a JD from Suffolk University.

Dr. Paul Barth is founder and CEO of Podium Data, creator of the industry-leading Podium data lake software platform that is redefining enterprise data management. He has spent decades developing advanced data and analytics solutions for Fortune 100 companies, and is a recognized thought-leader on business-driven data strategies and best practices. Prior to founding Podium Data, Paul co-founded NewVantage Partners, a boutique consultancy advising C-level executives at leading banking, investment, and insurance firms. In his roles at Schlumberger, Thinking Machines, Epsilon, Tessera, and iXL, Dr. Barth led the discovery and development of parallel processing and machine learning technologies to dramatically accelerate and simplify data management and analytics. Paul holds a PhD in computer science from the MIT, and an MS from Yale University.

Simon is the Collibra Global Financial Services Market Lead. During his 20+ years of management consulting services experience at leading consultancies EY and PwC, Simon helped financial services institutions design and implement information and data governance processes to support internal, external, and regulatory reporting including BCBS 239 and CCAR.

Marty Loughlin is Vice President, Financial Services at Cambridge Semantics Inc. Prior to joining Cambridge Semantics, Marty was the Managing Director for EMC's consulting business in Boston. His 25 year career has focused on helping clients leverage transformative technologies to drive business results, most recently in Cloud and Big Data. Prior to joining EMC in 2005, Marty was co-founder and COO of Granitar, a web consultancy that grew to 250 people in four years and served clients such as State Street Co., The New York Times and Standard & Poor's. Marty began his career in Ireland with Digital Equipment Co. He holds a B. Eng. from Dublin City University and a High Tech MBA from Northeastern University.

Joseph Ohayon is the founder and managing director of OTCFin, a fintech company specialized in investment and risk management technology with offices in NY, Europe, and India. Mr. Ohayon has over 20 years of work experience designing, developing, and implementing enterprise data management platforms for the buy-side, including insurance, asset management, pension funds, and alternative investment firms in the US and Europe.

Mr. Ohayon has managed projects for many clients over the past 15 years, helping them build and/or enhance their data management infrastructure to support investment, risk, and regulatory reporting processes across asset classes. His focus has been on sourcing, cleansing, and organizing market and reference, pricing, risk, and performance data into integrated data platforms that can deliver complete and accurate data.

Mr. Ohayon has been a guest speaker at various conferences. He holds a Master Degree in Computer Science from Ecole Superieure d’Electricite in France and an MBA from the Sloan School of Management at the Massachusetts Institute of Technology (MIT).

Mike Pickart is a Senior Manager in the Solution Architecture practice at Informatica. He actively partners with firms in the Financial Services industry on architecting processes, frameworks, and technology solutions for data governance spanning operational data quality, regulatory reporting, data lineage, data/policy/rule definitions, and governed data consumption approaches.