FIMA 2018

27 - 28 November, 2018

QEII Centre, London

Contact Us: 44 (0) 207 036 1345

Agenda Day 1

Optimising Your Data Strategy

7:45 am - 8:45 am Registration and Networking

8:45 am - 8:50 am Organiser’s Welcome Address and Business Card Exchange

8:50 am - 9:00 am Chairperson’s Welcome Address

9:00 am - 9:40 am Data Leaders Panel with Live Polling - How to Develop a Global Data Strategy that Catalyses New Expectations and Delivers New Capabilities

James Harwood Bridgen - Chief Data Officer HSBC Asset Management Adesuyi Agbede - Global Head of Data Services Integration BlackRock Inc. Sanjay Saxena - Head of Data Governance Northern Trust Corporation
Gain fresh insight and learn new ways to become more predictive about your key stakeholders’ future needs to drive compliance and growth.
 
  • How to engage your business in foundation data management first and foremost before you offer more advanced data solutions
  • Accurately mapping the needs of your business for data services
  • How to become more predictive about the future requirements of data consumers
  • Becoming a data market maker inside your business to deliver valuable new capabilities 
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James Harwood Bridgen

Chief Data Officer
HSBC Asset Management

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Adesuyi Agbede

Global Head of Data Services Integration
BlackRock Inc.

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Sanjay Saxena

Head of Data Governance
Northern Trust Corporation

9:40 am - 10:20 am Data Leaders Panel with Live Polling - How to Develop Global Data Teams that Unlock Innovation Whilst Supporting Compliance Goals

Ruben Lara - Chief Data Officer Aberdeen Asset Management Suresh Iyer - Head of Data Management, India Nomura Andrew Barnett - Group Chief Data Officer L&G Investment Management
Explore new ways to automate tasks without putting your business’ compliance strategy at risk so you can meet increasing regulatory requirements with a more agile approach.  
  • Challenges facing data teams operating in the post-MiFID II and GDPR regulatory landscape
  •  What are the biggest opportunities of investing in greater automation for your data teams?
  • How to decide what to automate and what to not automate to augment vs replace your analysts
  • Future regulations on the horizon: how to prepare today
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Ruben Lara

Chief Data Officer
Aberdeen Asset Management

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Suresh Iyer

Head of Data Management, India
Nomura

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Andrew Barnett

Group Chief Data Officer
L&G Investment Management

10:20 am - 10:40 am Operations Leader Interview - How Data is Reshaping and Optimising Enterprise-Wide On-Boarding

Adam Markson - Partner, Risk, Regulatory, Compliance and Finance Accenture
What value do operations leaders believe good quality data can bring to the business? Find out from one of Goldman Sachs’ most experienced operations professionals as she offers a candid view on what data can do and can’t do for the business. 
  • Tracing the journey to becoming the leader of enterprise operations at Goldman Sachs
  •  How Operations is rapidly becoming more digital and why data management is at the heart of this transformation
  • Observations of what data can do for the business and perceptions of the data team from around the business
  • How data is reshaping the way we connect with our clients and manage risk
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Adam Markson

Partner, Risk, Regulatory, Compliance and Finance
Accenture

10:40 am - 11:20 am Morning Networking Break

11:20 am - 11:40 am Intelligent Compliance: How to Leverage AI to Meet Regulatory Requirements and Drive Your Innovation Agenda


11:40 am - 12:20 pm Data Leaders Panel with Live Polling - Rethinking Your Data Strategy so it is Fit for the New Era of Ethics, Privacy and Efficiency

Elaine Priest - Chief Data Officer Royal Bank of Scotland Chris Bannocks - Group Chief Data Officer ING Lakshmi Thyagarajan - Data Analytics Director Credit Suisse Hany Choueiri - Head of GDPR Programme Aon
Replace your old data strategy with a highly successful new one that neatly balances all your business’ priorities around ethics, privacy and efficiency without adding cost. 
  • Why your old data strategy is no longer fit for purpose
  • What is data ethics and why should your business care?
  • How privacy regulations will continue to disrupt enterprise data management
  • How can disruptive technologies help you strike the right balance between risk and growth at the lowest cost?
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Elaine Priest

Chief Data Officer
Royal Bank of Scotland

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Chris Bannocks

Group Chief Data Officer
ING

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Lakshmi Thyagarajan

Data Analytics Director
Credit Suisse

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Hany Choueiri

Head of GDPR Programme
Aon

12:20 pm - 1:00 pm Client Supplier Case Study - How to Transform Your Business’ Data Needs into a Reliable Roadmap for Operational Excellence

Learn new ways to curate data and drive reform in regulatory reporting to enable your business to comply faster and more precisely than ever before. 
  • Which regulations are creating most complexity for data teams in the Capital Markets today?
  • What to keep, what to change: how to modernise your approach to regulatory reporting
  • Why is granular data more efficient from the perspective of Banks and Regulators?
  • How to implement standards in data management as a cornerstone of transformation
Learn new ways to curate data and drive reform in regulatory reporting to enable your business to comply faster and more precisely than ever before. 
  • Which regulations are creating most complexity for data teams in the Capital Markets today?
  • What to keep, what to change: how to modernise your approach to regulatory reporting
  • Why is granular data more efficient from the perspective of Banks and Regulators?
  • How to implement standards in data management as a cornerstone of transformation
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Oliver Burrows

Chief Data Officer
Bank of England

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Robin Doyle

Managing Director, Regulatory Affairs Office
JP Morgan

Olga Petrenko

Market Data Specialist
ESMA

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Adam Preston

Chief Data Officer
Santander Global Corporate Banking

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Darren Purcell

Director - CUSIP Global Services.
CUSIP Global Services, S&P Global Market Intelligence

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Gary Goldberg

Chief Data Officer
Mizuho

1:00 pm - 2:00 pm Networking Lunch

1:00 pm - 2:00 pm VIP Lunch Hosted by Thomson Reuters

Track A: Mastering Metadata

2:00 pm - 2:20 pm Case Study - Open Meta Data Standards and the Future of Meta Data
Ferd Scheepers - Chief Information Architect ING
As the needs for control and governance of data increase and at the same time the goal of becoming data-driven is key to your business’ ambition, a renewed focus on metadata as a key enabler for both is essential. 
  • How open standards are delivered by an open source project
  • Who are the partners enabling and supporting this initiative?
  •  Why it is often better to keep standards open for collaboration
  •  Key benefits of an open metadata compliant open source metadata repository 
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Ferd Scheepers

Chief Information Architect
ING

Track B: Quality and Remediation

2:00 pm - 2:20 pm Case Study - Continuously Complying with Ongoing MiFID II Requirements Whilst Managing Costs
Soren Dambaek - Global Head of Market Data and Client and Platform Configuration Saxo Bank
As you move beyond the extended MiFID II compliance deadline find out how to continuously meet ongoing requirements without channelling new funds away from other key data projects.  
  • How MiFID II compliance is changing business as usual
  • The role of automation in ongoing compliance
  • Will incoming regulations mean new data requirements?
  • How to drive cost savings as you continue to comply with MiFID II
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Soren Dambaek

Global Head of Market Data and Client and Platform Configuration
Saxo Bank

Track C: Reporting and Efficiency

2:00 pm - 2:20 pm Case Study – Rethinking Data Governance and Regulatory Reporting for the Modern Era
Deepak Suresh - Global head – Instrument Reference Data Deutsche Bank
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Deepak Suresh

Global head – Instrument Reference Data
Deutsche Bank

Track D: Governance in an Era of Privacy

2:00 pm - 2:20 pm Case Study - How will Privacy by Design Change How You Manage and Control Your data in the Future?
Lynn Watts - Head of Data Governance Lloyds Banking Group
Adapt your data governance strategy and make it fit for the new era of privacy to avoid non-compliance penalties and maintain the best relationships with your clients. 
  • Why old data governance models won’t work anymore
  • What does privacy by design actually mean in practice?
  • How to achieve ongoing compliance with all regulations in a post-GDPR environment
  • Tools and techniques to protect your data, your clients and your business
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Lynn Watts

Head of Data Governance
Lloyds Banking Group

Track E: Market Data: Now and Next

2:00 pm - 2:20 pm Case Study – How are your Partnerships with Vendors Evolving as New and Alternative Data Sources and Models Continue to Emerge
Chris Johnson - Senior Product Manager, Market Data HSBC Securities Services
Find out how to optimise existing global partnerships with market data vendors, discover alternative providers and make sure you get the best outcome for your business from your end-to-end market data strategy.   
  • What can be improved in the current buyer-vendor relationship?
  • How to continuously drive innovation in your relationships with market data vendors
  • Lessons learned from switching between market data vendors
  • Pros and cons of using alternative data vendors 
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Chris Johnson

Senior Product Manager, Market Data
HSBC Securities Services

2:20 pm - 2:40 pm Reviewing the Most Popular Approaches to Harvesting Data Lineage: What Lessons Have Been Learned and How Can You Benefit?

Jan Ulrych - Responsible for business development MANTA
Data lineage has become crucial to any data governance program in recent years. Almost every DG solution claims to provide fully-automated and accurate end-to-end lineage. What a surprise when this claim turns out to be false! We will describe the main and most popular approaches to collecting and managing data lineage and explain their benefits and drawbacks. We'll share a lot of practical examples and point out how they build a business case for lineage. 
  • How to automate data lineage harvesting
  • How to choose the right Data Lineage solution
  • How to get accurate data lineage
  • How to get accurate business lineage
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Jan Ulrych

Responsible for business development
MANTA

2:20 pm - 2:40 pm Executive Presentation

Simon Trewin - Director and Co-Founder Kinaesis

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Simon Trewin

Director and Co-Founder
Kinaesis

2:20 pm - 2:40 pm Tax and Compliance: How to get the most from your data provider when addressing regulatory compliance

Roy Kirby - Head of Product Propositions Six Financial

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Roy Kirby

Head of Product Propositions
Six Financial

2:20 pm - 2:40 pm Executive Presentation


2:20 pm - 2:40 pm How to unblock and optimise your data supply chain to drive enterprise-wide insights and actions

Colin Mitchell - Sales Director Delphix
You have more data in more places than ever before, while every team seems to suddenly need access. Eliminating data friction and ensuring high quality data is delivered quickly, securely and efficiently is paramount in this ever increasing competitive landscape.  How do you keep up, and stay secure?  
  • How to eliminate delays in providing data to the teams that need it
  • How to ensure data is compliant with current regulations as part of the delivery process
  • How to control data costs In a world where data doubles in size every 2 years
  • How to leverage cloud to provide bursts capability on demand
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Colin Mitchell

Sales Director
Delphix

2:40 pm - 3:00 pm Case Study – Lloyds’ Metadata Journey: Smart Ways to Automate and Accelerate Access to Enterprise-wide Data

Kate Brooks - Head of Metadata Operations Lloyds
As metadata continues to become a strategic enabler of risk management and growth pick up new tips and advice that will help you take advantage and master your metadata.  
  • Embedding a good data quality framework as a first step
  • Building the case for continuous investment in metadata management
  • How automation is enabling metadata management
  • How to measure the efficiencies and savings you can achieve by mastering your metadata

Kate Brooks

Head of Metadata Operations
Lloyds

2:40 pm - 3:00 pm Case Study - Building the Case to Continuously Invest in Quality and Remediation to Provide the Business with a More Robust Platform for Growth

Bert van de Haar - Group Head Data Governance ING
Rushing into advanced analytics on poor quality data can lead to bad decision making. Find out how to continuously improve quality and remediation processes so you can avoid this scenario. 
  • How to measure the impact of bad quality data
  • Rethinking remediation to make the process more precise and efficient
  • Engaging your business in continuous improvement of data quality management
  • Tooling for quality and remediation: breakthrough capabilities and emerging technologies
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Bert van de Haar

Group Head Data Governance
ING

2:40 pm - 3:00 pm Fireside Chat - How to Accelerate the Adoption of Proven Data Standards for More Accurate Global Reporting

Oliver Burrows - Chief Data Officer Bank of England
Find out from experienced data leaders from the lead UK supervisor how to build a strong case for the adoption of data standards so you can help change and modernise your business’ approach to regulatory reporting.  
  • Building a strong rationale for implementing standards
  • How to go about engaging your business in enabling change
  • Proven strategies to measure the positive impact of standards
  • How to sustain the transformation to a more accurate form of reporting
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Oliver Burrows

Chief Data Officer
Bank of England

2:40 pm - 3:00 pm Case Study - How to Turn Ongoing Data Governance and Compliance into New Opportunities for Efficiency and Innovation

Catriona Baldwin - Head of Data Governance Credit Suisse
Find new synergies as you respond to regulatory reporting requirements so you can free up resources to focus on new risk management and revenue generating opportunities. 
  • How to design and implement data governance frameworks that enable your organisation to be more resourceful
  • Effectively identifying overlap in data requirements
  • How to measure the benefits of synergies in terms of cost avoidance
  • What to refocus on with resources you free up
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Catriona Baldwin

Head of Data Governance
Credit Suisse

2:40 pm - 3:00 pm Fireside Chat – How Can You Better Optimise Your Vendor Relationships to Get More Bang for Your Buck?

John Chappell - EMEA Market Data Services Goldman Sachs Chris Johnson - Senior Product Manager, Market Data HSBC Securities Services
Balancing the increasing costs of data licenses with your data consumers’ demands for the best quality data is no easy task. Rethink your approach with the benefit of new tips and advice. 
  • How to decide which partnership model will work best for your market data requirements
  • Assessing the pros and cons of keeping vs switching providers
  • 3 quick wins you can achieve by consolidating your market data providers
  • How to go about making the switch in provider whilst mitigating risk

John Chappell

EMEA Market Data Services
Goldman Sachs

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Chris Johnson

Senior Product Manager, Market Data
HSBC Securities Services

3:00 pm - 3:40 pm Panel Discussion - How to Put Metadata Management at the Centre of Your Compliance Strategy and Effectively Avoid Risks

Ferd Scheepers - Chief Information Architect ING Olivier Rose - Head of International Data Management Societe Generale
Good data quality starts with metadata so find out how to improve the accuracy and categorisation of your enterprise data so you can achieve compliance faster.
  • How to develop the right governance framework that ensures adherence to standards at all times
  • Enabling persistent access to metadata so users can quickly respond to regulatory requirements
  • How to continuously monitor the effectiveness of your strategy to remedy issues in real time
  • How to become more resourceful in the absence of the right metadata tools
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Ferd Scheepers

Chief Information Architect
ING

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Olivier Rose

Head of International Data Management
Societe Generale

3:00 pm - 3:40 pm Fireside Chat - How to Optimise Your Data Quality Strategy Whilst Meeting Ongoing Regulatory Requirements

Mark Wilson - Head of Data Quality UK Handelsbanken Jon Sweet - CEO Lysis Financial
Strike the right balance between data quality management and regulatory reporting best practice to satisfy your internal data consumers and the regulators.
  • Examining the latest AML and KYC regulations to grasp the penalties of non-compliance
  • Designing the right architecture to support higher levels of data integration and improve your chances of compliance
  • How to integrate all your data to improve your chances of detecting and deterring fraud
  • Identifying and selecting the best tools to mitigate risks of financial crime
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Mark Wilson

Head of Data Quality UK
Handelsbanken

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Jon Sweet

CEO
Lysis Financial

3:00 pm - 3:40 pm Panel Discussion -How Effective Data Management and Automation Can Improve Operational Efficiency in On-boarding and KYC

Deepak Suresh - Global head – Instrument Reference Data Deutsche Bank Ben Marsh - Chief Executive Officer iMeta Technologies
As firms try to improve operating efficiencies in on-boarding and client data management find out how they are increasingly automating business processes and improving the experience they give their customers.  
  • How to effectively manage and master customer data
  • Strategies to reduce duplication of work and repetitive data requests
  • Automating to reduce manual workload and improving risk forecasting
  • Building the correct linkages to generate a true single customer view
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Deepak Suresh

Global head – Instrument Reference Data
Deutsche Bank

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Ben Marsh

Chief Executive Officer
iMeta Technologies

3:00 pm - 3:40 pm Panel Discussion - What Does Good Data Governance Really Look Like in an Analytics Domain vs. a Regulatory Domain?

Becky Smith - Sr. Product Marketing Manager Denodo
Discuss and debate the impact of a defensive vs. offensive data management approach on data governance. Can you find the right balance for you?
  • What are the major drivers behind data operations moving into a new analytics domain?
  • How to adapt your data governance strategy to respond to the new paradigm without losing focus on key regulatory reporting requirements
  • Which infrastructure and tools can help you with the transformation?
  • What are the cost implications of becoming more
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Becky Smith

Sr. Product Marketing Manager
Denodo

3:00 pm - 3:40 pm Panel Discussion - How is the Traditional Market Data Vendor Landscape Being Disrupted by Alternatives? How can You Take Advantage?

Kiou Nayer Nouri - Head of Market Data Commercial, Legal and Controls Barclays Bank Rickie Glasgow - VP Reference Data Strategy and Transformation Deutsche Bank
Find out how to access the booming market for alternative data providers so you can supplement or augment your existing market data. 
  • Key benefits and challenges when partnering with alternatives vs traditionals
  • Engaging your business in continuously investing in unlocking the potential of alternatives
  • How AI is transforming the alternative data vendor landscape
  • Leading innovators in the alternatives market place
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Kiou Nayer Nouri

Head of Market Data Commercial, Legal and Controls
Barclays Bank

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Rickie Glasgow

VP Reference Data Strategy and Transformation
Deutsche Bank

3:40 pm - 4:20 pm Afternoon Networking Break

4:20 pm - 4:40 pm Case Study - How Can the Right Metadata Strategy Help You to Navigate Complex Change and Prepare for More Value-add Activities

Find out how to use metadata management to enable future cost saving and revenue generating activities and highlight the value of your data team to the business. 
  • Why is good data lineage so crucial for a successful data governance strategy?
  • How to elevate metadata management up the agenda
  • How to measure the impact of good metadata in terms of control and risk management
  • How to select the right third party to help you manage your metadata  

4:20 pm - 4:40 pm Interactive Case Study – How to Minimise Reporting Burden Without Compromising Data Quality

Olga Petrenko - Market Data Specialist ESMA
Gain insight from ESMA on how to improve your reporting without reducing your investment or focus on the quality of your enterprise data.  
  • What are the risks of moving too quickly with poor quality data?
  • How to prioritise data quality whilst meeting reporting criteria
  • How to become more evangelical about data quality without losing engagement of your data community
  • Useful tools and systems to maintain top quality data

Olga Petrenko

Market Data Specialist
ESMA

2:20 pm - 2:40 pm Case Study - Proven strategies that will help you continuously comply with MiFID II as MiFID III moves closer to becoming a reality (Title TBC)

Stephan Wolf - Executive Director Global Legal Entity Identifier Foundation
Find out how using the LEI can enhance trust and eliminate ambiguity in identity. Addressing current issues and future trends discover what the role of the LEI will be in the digital economy.
  • LEI population growth rate development before and after Jan 1st, 2018
  • GLEIF strategy for board adoption in finance
  • Research study on Identifiers in KYC
  • Outlook: LEI and digital economy
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Stephan Wolf

Executive Director
Global Legal Entity Identifier Foundation

4:20 pm - 4:40 pm Case Study - What are the Major Implications of Incorporating New Systems and Technologies on Ongoing GDPR Compliance?

Hany Choueiri - Head of GDPR Programme Aon
As your organisation continues to evolve post GDPR, change offers new opportunities for data governance but also presents new risks. Find out how to use new technologies to your advantage during ongoing compliance with GDPR. 
  • How are emerging technologies disrupting traditional data governance models?
  • How to incorporate emerging technologies without adding risk
  • When to deploy more standardisation
  • How to engage your business in supporting future data governance models 
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Hany Choueiri

Head of GDPR Programme
Aon

4:20 pm - 4:40 pm Interactive Case Study - Rethinking Partnerships Between Vendors and Buyers to Simplify Access to Data at the Lowest Cost

Sourcing high quality market data on time at the lowest cost has never been more complex than now. Find out how to simplify your market data management processes to avoid hidden penalties and deliver high quality intelligence to your data consumers on time.
  • Examples of good working relationships between market data buyer and vendor
  • Which aspects of partnerships need to continue?
  • 3 areas of the relationship that can be easily improved
  • How to take the next step towards more mutually beneficial vendor relationships 

4:40 pm - 5:00 pm Title TBC

 
 
More information about this executive presentation coming soon.
 

5:00 pm - 5:40 pm Panel Discussion - How Mastering Metadata can Empower you to Manage Risks more Effectively as well as Open up New Opportunities for Growth

Giancarlo Pellizzari - Head of Supervisory Statistics Division European Central Bank Barry Green - Chief Data Officer Bank of Ireland Ronald Oudendijk - Chief Data Officer, Finance ING
Discover how Central and Investment Banks rely on good metadata management to control risk and drive new initiatives forward for their organisations so you can benefit from their lessons learned. 
  • Why are good metadata management practices so crucial today?
  • How to measure the impact of good metadata management on risk management
  • How to make metadata management part of your drive for data standardisation
  • How to turn metadata into new opportunities for growth 
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Giancarlo Pellizzari

Head of Supervisory Statistics Division
European Central Bank

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Barry Green

Chief Data Officer
Bank of Ireland

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Ronald Oudendijk

Chief Data Officer, Finance
ING

4:40 pm - 5:40 pm Fireside Chat - How can Automation Reduce Burden of Data Quality Management and Contribute to Exception Management?

Rickie Glasgow - VP Reference Data Strategy and Transformation Deutsche Bank Soren Dambaek - Global Head of Market Data and Client and Platform Configuration Saxo Bank
Identify new automation strategies and tools that can bring practical benefits to enterprise data management in areas such as exception management without causing disruption to existing processes and workflows. 
  • The rationale for investing in automating more of your data quality management and remediation processes
  • How to develop a data quality strategy featuring more automation that complements and supports ongoing initiatives
  • Selecting the best tools to enable you to automate the right aspects of the strategy
  • How to measure the ongoing success of automation for quality and remediation tasks
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Rickie Glasgow

VP Reference Data Strategy and Transformation
Deutsche Bank

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Soren Dambaek

Global Head of Market Data and Client and Platform Configuration
Saxo Bank

4:40 pm - 5:00 pm Title TBC

More information about this executive presentation coming soon.
Explore KYC requirements from client onboarding to record keeping in the light of recent legislative developments. Gain insight into new ways to implement KYC and to clean your  reference data.  
  • What are the current KYC requirements?
  • KYC make or buy: inhouse versus utility 
  • Getting the truth of data in a heterogynous environment with multiple sources
  • Outlook on KYC going digital in Europe
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James Whittle

Director of International Standards
Payments UK

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Kelvin Dickenson

Vice President, Compliance and Entity Data
Opus Global

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Stephan Wolf

Executive Director
Global Legal Entity Identifier Foundation

4:40 pm - 5:00 pm Title TBC

More information about this executive presentation coming soon.

5:00 pm - 5:40 pm Fireside Chat - How to Design and Implement a Data Governance Strategy that Effectively Addresses Overlapping Regulatory Requirements in an Era of Ethics and Privacy

Dennis Kessler - Head of Data Governance European Investment Bank Bert van de Haar - Group Head Data Governance ING
Avoid duplication in your enterprise data management strategy whilst complying with all the new privacy rules to drive out inefficiencies and avoid penalties. 
  • How big is the overlap in regulatory data requirements today?
  • How far GDPR has truly impacted data governance strategies for different banks
  • Privacy by design: how to reengineer your data governance strategy and remain compliant
  • How to engage your partners in supporting new data governance strategies centred on privacy 
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Dennis Kessler

Head of Data Governance
European Investment Bank

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Bert van de Haar

Group Head Data Governance
ING

Answer all your questions about ESG including how to manage liquidity risk, understand the vendor marketplace and find out about the implications of ESG for your business.  
  • What is the regulator’s perspective – what types of ESG reporting will they want to see?
  • What do Asset Owners’ Expect in respect of ESG adherence for both their investments and their suppliers?  
  • How should ESG aspects of investments be measured for investors?
  • Can ESG data be standardised in a meaningful way?  And if so what are the implications for investment firms and data suppliers?
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Chris Johnson

Senior Product Manager, Market Data
HSBC Securities Services

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Francis Gross

Senior Advisor
European Central Bank

5:40 pm - 6:40 pm Networking Drinks Reception