Robert Lee

Executive Director
AxiomSL

•    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

Check out the incredible speaker line-up to see who will be joining Robert.

Download The Latest Agenda

Leveraging Standards and Technology to Drive the Business into the Future

Thursday, October 5th, 2017

09:40 Panel Discussion | Next Steps For the LEI As Regulatory Scrutiny Increases

Regulatory catalysts are driving financial institutions to make significant advances in infrastructure on a global scale. Requirements for LEI are quickly growing, particularly where financial institutions are preparing for MiFID II, though many jurisdictions only request LEI. What can be done to make rule-making consistent? What are some of the business drivers to do so?
Panelists will discuss:
• The state of the industry’s adoption of LEI
• Which areas financial institutions must focus on
• Benefits that have been realized as the LEI as become more broadly adopted

12:00 Panel Discussion | Integrating Privacy, Security and Data Management to Protect the Business

Data breaches continue to make headlines at alarming rates, and the rate of change will not slow down for new global data privacy issues. Beyond that, there are also issues of privacy internally and permissions around how has access to what data. What is the CDOs role in relation to access management, privacy and cyber security? How is governance impacted by regulations that on the surface appear to be privacy and protection? Data management and privacy/security executives will discuss:
• How roles are being defined and how data management is partnering with other service providers internally
• How governance helps to attain principles of privacy protection
• The data lifecycle and registrants, controls, checks and balances and distribution of information
• Where goals intersect and how the functions work together