27 - 28 November, 2018
QEII Centre, London
44 (0) 207 036 1345
Agenda Day 1 - 27th November
Optimising Your Data Strategy
7:45 am - 8:35 am Registration and Networking
8:35 am - 8:40 am Organiser’s Welcome Address and Ice Breaker - Tom Webber
9:00 am - 9:35 am Data Leaders Panel with Live Polling - How to Develop a Global Data Strategy that Catalyses New Expectations and Delivers New CapabilitiesDeepak Suresh - Global head – Instrument Reference Data Deutsche Bank James Harwood Bridgen - Chief Data Officer, HSBC Asset Management Sanjay Saxena - Head of Data Governance, Northern Trust Corporation Christophe Tummers - Managing Director, Head of Group Data Management, UBS
9:35 am - 10:10 am Data Leaders Panel with Live Polling - How to Develop Global Data Teams that Unlock Innovation Whilst Supporting Compliance GoalsIsabel van Mele - Chief Data Officer, ING Unite Suresh Iyer - Head of Enterprise Data Management, India, Nomura Services India Pvt. Ltd. Lee Raybould - Chief Data Officer, Nationwide Barry Green - Chief Data Officer, Bank of Ireland
10:10 am - 10:30 am Operations Leader Interview - How Data is Reshaping and Optimising Enterprise-Wide On-BoardingAdam Markson - Partner, Risk, Regulatory, Compliance and Finance, Accenture Kristi Tange - Managing Director, Global Co-head of Enterprise Operations, Goldman Sachs
10:30 am - 11:10 am Morning Networking Break
11:10 am - 11:30 am Intelligent Compliance: How to Leverage AI to Meet Regulatory Requirements and Drive Your Innovation AgendaOlivier Colinet - Partner, Cloud, Financial Services, EY
11:30 am - 12:05 pm Data Leaders Panel with Live Polling - Rethinking Your Data Strategy so it is Fit for the New Era of Ethics, Privacy and EfficiencyLakshmi Thyagarajan - Data Analytics Director Credit Suisse Chris Bannocks - Group Chief Data Officer ING Elaine Priest - Chief Data Officer, Royal Bank of Scotland 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?
Elaine PriestChief Data Officer
Royal Bank of Scotland
Lakshmi ThyagarajanData Analytics Director
Hany ChoueiriHead of GDPR Programme
12:05 pm - 12:25 pm Complying in 2019: How to be a Data Pioneer through Cloud Innovation
12:25 pm - 1:00 pm Data Leaders Panel with Live Polling - Modernising Regulatory Reporting: Getting Granular Data to the RegulatorOliver Burrows - Chief Data Officer, Bank of England Robin Doyle - Managing Director, Regulatory Affairs Office, JP Morgan Olga Petrenko - Market Data Specialist, ESMA Adam Preston - Chief Data Officer, Santander Global Corporate Banking Darren Purcell - Director - CUSIP Global Services., CUSIP Global Services, S&P Global Market Intelligence Gary Goldberg - Chief Data Officer, Mizuho
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
Oliver BurrowsChief Data Officer
Bank of England
Robin DoyleManaging Director, Regulatory Affairs Office
Adam PrestonChief Data Officer
Santander Global Corporate Banking
Darren PurcellDirector - CUSIP Global Services.
CUSIP Global Services, S&P Global Market Intelligence
Gary GoldbergChief Data Officer
1:00 pm - 2:00 pm Networking Lunch
1:00 pm - 2:00 pm VIP Lunch Hosted by Refinitiv
Track A: Mastering Metadata2:20 pm - 2:40 pm Innovation Case Study - 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
Jan UlrychResponsible for business development
Track A: Mastering Metadata2:40 pm - 3:00 pm Case Study - The Changing Face of Data Governance: A Business-Driven Metadata Strategy
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
Track A: Mastering Metadata3:00 pm - 3:35 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 Peter Moss - CEO, The SmartStream Reference Data Utility (RDU) Kate Brooks - Head of Metadata Operations, Lloyds
Track B: Quality and Remediation2:00 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
Track B: Quality and Remediation2:40 pm - 3:00 pm Fireside Chat - How to Optimise Your Data Quality Strategy Whilst Meeting Ongoing Regulatory Requirements Mark Wilson - Head of Data Quality UK, Handelsbanken Paul Burleton - Head of Strategy and Innovation, Lysis Financial
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
Mark WilsonHead of Data Quality UK
Paul BurletonHead of Strategy and Innovation
Track B: Quality and Remediation3:00 pm - 3:35 pm Case Study - Data Quality And Remediation For Finance & Risk: How To Take The Next Step? Ronald Oudendijk - Chief Data Officer, Finance, ING
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
Ronald OudendijkChief Data Officer, Finance
Track C: Reporting and Efficiency2:00 pm - 2:20 pm Fireside Chat - How to Accelerate the Adoption of Proven Data Standards for More Accurate Global Reporting Malavika Solanki - Management Team Derivatives Service Bureau Oliver Burrows - Chief Data Officer, Bank of England Clair Mills - Head of Change and Data Management, Prudential Regulation Authority, Bank of England
Track C: Reporting and Efficiency3:00 pm - 3:35 pm Panel Discussion -How Effective Data Management and Automation Can Improve Operational Efficiency in On-boarding and KYC Ben Marsh - Chief Executive Officer, iMeta Technologies Mark Howden - Head of Data Management, Santander Global Corporate Banking Norbert Boon - Senior Business Development Manager, NeoXam
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
Ben MarshChief Executive Officer
Mark HowdenHead of Data Management
Santander Global Corporate Banking
Norbert BoonSenior Business Development Manager
Track D: Governance and Privacy2:00 pm - 2:20 pm Fireside Chat - Cultural and Technological Drivers of Trends in Data Governance and Compliance Kelvin Dickenson - Managing Director, Global Head of Compliance and Data Solutions, Opus Global Ronald Oudendijk - Chief Data Officer, Finance, ING Catherine Lewis - Global Head of Data Governance, Goldman Sachs
Track D: Governance and Privacy2:40 pm - 3:00 pm Fireside Chat - How will Privacy by Design Change How You Manage and Control Your data in the Future? Catriona Baldwin - Head of Data Governance, Credit Suisse Lynn Watts - Head of Data Governance, Lloyds Banking Group Richard Withers - Former Head of Data Governance, Aldermore Bank
Track D: Governance and Privacy3:00 pm - 3:35 pm Fireside Chat - What Does Good Data Governance Really Look Like in an Analytics Domain vs. a Regulatory Domain? Becky Smith - Senior Product Marketing Manager EMEA, Denodo William Pryor - Global Head of Data and Analytics, Custody and Funds Services, Citi Emma Beale - Head of Data Governance, M&G
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
Becky SmithSenior Product Marketing Manager EMEA
William PryorGlobal Head of Data and Analytics, Custody and Funds Services
Emma BealeHead of Data Governance
Track E: Market Data: Now and Next2:00 pm - 2:20 pm Fireside Chat - Evolution of Market Data Sourcing: Moving Beyond Transactional Thinking to Value-add Partnerships in Data and Data Services Francis Gross - Senior Advisor European Central Bank Chris Johnson - Senior Product Manager, Market Data, HSBC Securities Services Anthony Belcher - Head of ICE Data Services (EMEA), Intercontinental Exchange
Track E: Market Data: Now and Next2:20 pm - 2:40 pm Innovation Case Study - How To Unblock And Optimise Your Data Supply Chain To Drive Enterprise-Wide Insights And Actions Colin Mitchell - Financial Services 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
Colin MitchellFinancial Services Director
Track E: Market Data: Now and Next2:40 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 Stuart Burrows - Global Head of Market Data, Schroders
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 ChappellEMEA Market Data Services
Stuart BurrowsGlobal Head of Market Data
Track E: Market Data: Now and Next3:00 pm - 3:35 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 Wessel Colsen - Global Head of Market Data, ING Hatuna Pokrovskaia-Verkuyl - Sales Specialist, Content and Technology Solutions Group, Factset
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
Kiou Nayer NouriHead of Market Data Commercial, Legal and Controls
Wessel ColsenGlobal Head of Market Data
Hatuna Pokrovskaia-VerkuylSales Specialist, Content and Technology Solutions Group
3:35 pm - 4:15 pm Afternoon Networking Break
4:15 pm - 4:35 pm Case Study - How Can the Right Metadata Strategy Help You to Navigate Complex Change and Prepare for More Value-add ActivitiesEmma Beale - Head of Data Governance, M&G
Implementing an integrated metadata strategy is challenging, often resulting in point solutions. With explosive growth in data, along with accelerating demands to comply with emerging regulations makes this approach unsustainable. Graph databases provide joined-up, rapid development of your metadata strategy, realising: data comprehension; flexibility to change; regulation compliance. Find out how.
- How to get started with graph databases
- How to fit a graph database within your organisation
- How to join up all your data silos
- How to understand how your data is connected
Emma BealeHead of Data Governance
4:15 pm - 4:35 pm Case Study - MIFID II: Reviewing the Aftermath and Consequences for Entity IdentificationStephan Wolf - Executive Director, Global Legal Entity Identifier Foundation
4:15 pm - 4:35 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
Hany ChoueiriHead of GDPR Programme
4:15 pm - 4:40 pm Interactive Case Study or Fireside Chat – How to Unlock the Potential of Alternative Data Providers to Drive Innovation and Efficiency
4:35 pm - 4:55 pm Innovation Case Study - Embracing Graph Databases To Realise Your Metadata StrategyDr Ljubica Lazarevic - Senior Presales Consultant, Neo4j
Implementing an integrated metadata strategy is challenging, often resulting in point solutions. With explosive growth in data, along with accelerating demands to comply with emerging regulations makes this approach unsustainable. Graph databases provide joined-up, rapid development of your metadata strategy, realising: data comprehension; flexibility to change; regulation compliance
This session covers:
- what is a property graph database
- how they differ with traditional databases that underpin metadata management solutions
- show how graph databases fit your organisation
Dr Ljubica LazarevicSenior Presales Consultant
4:55 pm - 5:30 pm Panel Discussion - How Mastering Metadata can Empower you to Manage Risks more Effectively as well as Open up New Opportunities for GrowthGiancarlo Pellizzari - Head of Supervisory Statistics Division, European Central Bank Barry Green - Chief Data Officer, Bank of Ireland Mehti Aslanov - Senior Change Manager, Goldman Sachs
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
Giancarlo PellizzariHead of Supervisory Statistics Division
European Central Bank
Barry GreenChief Data Officer
Bank of Ireland
Mehti AslanovSenior Change Manager
4:50 pm - 5:30 pm Fireside Chat - How can Automation Reduce Burden of Data Quality Management and Contribute to Exception Management?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
4:55 pm - 5:30 pm Fireside Chat - LEI and KYC: Streamlining Processes Whilst Managing Multiple VendorsJames Whittle - Director of International Standards, Payments UK Stephan Wolf - Executive Director, Global Legal Entity Identifier Foundation Simon Hornibrook - Global Head of Client Lifecycle Management and Operations Innovation, Nomura
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
James WhittleDirector of International Standards
Simon HornibrookGlobal Head of Client Lifecycle Management and Operations Innovation
4:40 pm - 5:00 pm Innovation Case Study - Transforming the Banking Data PipelineFrancois Zimmermann - Global CTO – Banking and FSI Vertical, Hitachi Vantara
Waves of regulatory changes over the past decade have sought to implement effective financial controls in the wake of the 2008 crisis and manage data privacy and sovereignty risks to keep up with firms that abuse personal data. These changes have left many financial institutions with inconsistent data silos aligned to specific projects. This talk looks at proven measures to get control of fragmented core data structures to transform the data pipeline.
1. How to combine RegTech solutions with data management technologies to join the dots between regulatory change management and technical implementation of effective rules and controls.
2. How to separate identity from data value to de-risk the data pipeline and enable privacy respectful secondary data processing.
3. How to integrate machine learning approaches alongside existing rules based controls to improve financial crime detection and reduce false positives.
4. How to simplify electronic communications management and evidence gathering in the event of fraud detection.
Francois ZimmermannGlobal CTO – Banking and FSI Vertical
4:55 pm - 5:30 pm Fireside Chat - How to Design and Implement a Data Governance Strategy that Effectively Addresses Overlapping Regulatory Requirements in an Era of Ethics and PrivacyDennis 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
Dennis KesslerHead of Data Governance
European Investment Bank
Bert van de HaarGroup Head Data Governance
4:50 pm - 5:30 pm Panel Discussion - 2 Year Outlook on ESG – What’s Next?Chris Johnson - Senior Product Manager, Market Data, HSBC Securities Services Francis Gross - Senior Advisor, European Central Bank Benoit Sorel - EMEA Head of Products for iShares, Blackrock
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?
Chris JohnsonSenior Product Manager, Market Data
HSBC Securities Services
Francis GrossSenior Advisor
European Central Bank
Benoit SorelEMEA Head of Products for iShares