FIMA Europe 2019

19 - 20 November, 2019

QEII Centre, London

44 (0) 207 036 1345

Day Two – Wed 20 November 2019

8:00 am - 8:30 am Registration and Welcome Coffee

7:40 am - 8:40 am Women in Data Breakfast – How to Leverage Visualisation and Other Techniques to Become Better Storytellers with Data

Jessica Hainey, Head of Data Technology at Morgan Stanley

Jessica Hainey

Head of Data Technology
Morgan Stanley

8:30 am - 8:40 am Chair’s Opening Address and Networking Activity

Harry Chopra, Chief Client Officer at AxiomSL

Harry Chopra

Chief Client Officer
AxiomSL

8:40 am - 9:00 am Opening Keynote – What Kind of Ethics Framework do You Need In Order to Monetise Your Data?

  • How have ethics transformed the way we think about data?
  • What are the consequences of ethical data management for client experiences?
  • What kind of control framework is required to succeed in the new data environment?
  • How can ethics be a catalyst to leveraging data as an asset?
Elaine Priest, Chief Data Officer at Royal Bank of Scotland

Elaine Priest

Chief Data Officer
Royal Bank of Scotland

9:00 am - 9:20 am Keynote with Live Polling – How to Design and Implement the Right Data Strategy that Will Help You Monetise Your Data?

  • What does a good data strategy look like in a world where ethics and privacy are paramount?
  • How can you balance defensive and offensive thinking in your data strategy to remain flexible and responsive to change?
  • Which business stakeholders can be most helpful as you drive adoption of your new data strategy around the business?
  • What to look for from your solution providers so they help you realise your vision for data transformation
Marie Nemond, Chief Data Officer at Pictet Group

Marie Nemond

Chief Data Officer
Pictet Group

9:20 am - 9:40 am Keynote with Live Polling – Datum Future: a Cross Industry Initiative to Turn Data into a Win-Win Between Companies and Society

  • What are the opportunities and challenges in the new world of data?
  • How can better data transform investment and risk decision making for your business?
  • How can financial services data leaders play a role in sharing best practice beyond the confines of the sector?
  • What are the benefits of working cross industry to improve data culture and contributions of data to organisational transformation?
Jo Coutuer, Chief Data Officer at BNP Paribas Fortis

Jo Coutuer

Chief Data Officer
BNP Paribas Fortis

  • What does good data quality look and feel like?
  • What is preventing data quality best practice from being repeated around the business?
  • How can you leverage all the latest technologies and capabilities to deliver better data quality at scale?
  • Who do you need to engage and partner with across the business to sustain higher levels of data quality?
Barry Green, Chief Data Officer at Allianz Partners

Barry Green

Chief Data Officer
Allianz Partners

Ade Agbede, Global Head of Data Integration Services at Blackrock

Ade Agbede

Global Head of Data Integration Services
Blackrock

Lakshmi Thyagarajan, Head of Data Strategy at Credit Suisse

Lakshmi Thyagarajan

Head of Data Strategy
Credit Suisse

Mark Howden, Chief Data Officer at Santander CIB

Mark Howden

Chief Data Officer
Santander CIB

Roshan Awatar, Group Head of Data Strategy at Lloyds

Roshan Awatar

Group Head of Data Strategy
Lloyds

Deepak Suresh, Global Head of Instrument Reference Data Operations at Deutsche Bank

Deepak Suresh

Global Head of Instrument Reference Data Operations
Deutsche Bank

10:20 am - 11:00 am Networking Break

11:00 am - 11:30 am Fireside Chat with Live Polling – How Can You Design and Implement a Data Strategy that More Fully Supports Responsible Investment and Environmental Social Governance (ESG)?

  • Why are clients demanding responsible investment now more than ever?
  • How can you meet your clients’ requirements without disrupting ongoing processes?
  • Where to look for the best most affordable sources of ESG data
  • How will a strong ESG strategy set you apart from your competitors?
Ben Constable Maxwell, Head of Responsible Investment at M&G Investments

Ben Constable Maxwell

Head of Responsible Investment
M&G Investments

James Harwood-Bridgen, Chief Data Officer at HSBC Asset Management

James Harwood-Bridgen

Chief Data Officer
HSBC Asset Management

Charaf El-Hami

Chief Data Officer
Amundi Asset Management

  • How are models for reporting evolving?
  • Which reporting regimes are generating the majority of the demand for data today?
  • What is changing about the type of data supervisors and regulators are asking for and the timelines they are using?
  • How can you align your data strategy with new collect and usage requirements from supervisors and regulators?

Olga Petrenko

Head of Market Data
ESMA

Francesca Monacelli

Senior Advisor on Data Management
Banca D'Italia

Oliver Burrows, Chief Data Officer at Bank of England

Oliver Burrows

Chief Data Officer
Bank of England

Ian McEvilly, Group Data Management Lead at Bank of Ireland

Ian McEvilly

Group Data Management Lead
Bank of Ireland

Giancarlo Pellizzari, Head of Supervisory Statistics Division at European Central Bank

Giancarlo Pellizzari

Head of Supervisory Statistics Division
European Central Bank

John Bottega, Principal Advisor at EDM Council

John Bottega

Principal Advisor
EDM Council

12:10 pm - 12:30 pm Inspirational Guest Speaker – Future Risks in Financial Services Data Management: What can You Expect as You Automate and Outsource More of Your Core Data Tasks?

  • Lessons learned by the Police about cyber crime in financial services over 3 decades
  • What are the major risks to data management in financial services today?
  • How can you prevent these risks from damaging your business and losing you clients?
  • Will new technology improve or undermine your ability to protect your clients’ data?
Charlie McMurdie, World Renowned e-Crime Expert and Former Head at UK Police National Cyber Crime Unit

Charlie McMurdie

World Renowned e-Crime Expert and Former Head
UK Police National Cyber Crime Unit

12:30 pm - 1:00 pm Outside-In Fireside Chat with Live Polling – How are Businesses Outside Financial Services Developing a Data-Driven Culture and Helping Deliver Digital Transformation?

  • What are the common data themes for businesses undergoing digital transformation?
  • How do different businesses develop excellent data culture?
  • What are the lessons to learn for financial services businesses hoping to redesign their data culture?
  • Top tips on how to accelerate your digital transformation journey
Gary Goldberg, Former Chief Data Officer at Mizuho

Gary Goldberg

Former Chief Data Officer
Mizuho

Huw Howell, Former Chief Operating Officer, Data Management at Nomura

Huw Howell

Former Chief Operating Officer, Data Management
Nomura

Roberto Maranca, VP Data Excellence at Schneider Electric

Roberto Maranca

VP Data Excellence
Schneider Electric

1:00 pm - 2:00 pm Networking Lunch

TRACK A – Mastering Integration and Quality

2:00 pm - 2:05 pm Opening remarks from the chair
Jessica Hainey, Head of Data Technology at Morgan Stanley

Jessica Hainey

Head of Data Technology
Morgan Stanley

TRACK A – Mastering Integration and Quality

2:05 pm - 2:25 pm Practitioner Use Case - Embedding a Governance for Consistent Data Quality Issues Management and Remediation
  • How are expectations of quality changing as demands on data evolve?
  • 3 steps to improve the governance of the quality of your data 
  • Which less well known tools and partners can help you monitor and improve data quality?
  • How to continuously measure the impact of better data quality 
Jeffrey Bholasing, Head of Data Quality at ING

Jeffrey Bholasing

Head of Data Quality
ING

TRACK A – Mastering Integration and Quality

2:25 pm - 2:45 pm Innovation Use Case - How to Choose the Right Data Quality Tools so that Your Business has Access to Consistent, Dependable Quality all the Time

TRACK A – Mastering Integration and Quality

2:45 pm - 3:25 pm Panel with Live Polling – How can you Choose the Right Tools and Strategy to Verify the Quality of Your Data Across Multiple Channels and Maintain a High Level of Consistency
  • Why is data verification increasingly important in the process of monetizing data?
  • Which third parties can help you verify your data faster than any internal processes can?
  • How to verify the quality of your data across multiple channels whilst maintaining a high level of consistency
  • Which new tools can help you automate the verification of your data
Olivier Rose, Head of International Data Management at Societe Generale

Olivier Rose

Head of International Data Management
Societe Generale

Karen Gibson, Head of Data Management and Governance at Aldermore Bank

Karen Gibson

Head of Data Management and Governance
Aldermore Bank

Rickie Glasgow, VP Reference Data Strategy at Deutsche Bank

Rickie Glasgow

VP Reference Data Strategy
Deutsche Bank

TRACK A – Mastering Integration and Quality

3:25 pm - 4:05 pm Networking Break

TRACK A – Mastering Integration and Quality

4:05 pm - 4:25 pm Practitioner Use Case – How to Translate Existing Data Quality Rules into an Enterprise Wide Approach so that Best Practice Data Quality Management is Rolled out Everywhere
  • How to identify where best practice data quality management is in your business
  • How to scale up tactical use cases so they become enterprise-wide best practice
  • How to embed best practices in your global data strategy
  • How to ensure high quality data to make sure consumers will not lose trust in the data office
  • How to engage your business in standardisation for consistent data quality
Richard Withers, Head of Data Strategy and Transformation at RSA Insurance

Richard Withers

Head of Data Strategy and Transformation
RSA Insurance

TRACK A – Mastering Integration and Quality

4:25 pm - 5:05 pm Interactive Case Study – How Can You Build a Control Framework for Data Integration to Best Assess Whether Your Data Management Strategy is Empowering Your Business
  • What are the major risks and penalties of getting data integration wrong? 
  • How to design and implement a robust data control framework before you integrate new data
  • How to select the best vendors of data integration services
  • How to interpret the outcome of your data integration exercise and assess whether the strategy is working
Ian Shrubsole, Head of Data Governance at Invesco

Ian Shrubsole

Head of Data Governance
Invesco

TRACK B – Experimentation, Innovation and Science

2:00 pm - 2:05 pm Opening remarks from the chair

TRACK B – Experimentation, Innovation and Science

2:05 pm - 2:25 pm Fireside Chat - Ethics vs Innovation: How to Continuously Innovate Despite New Constraints on Data Usage
  • How has GDPR influenced data culture?
  • What new ethical considerations are there as you manage data?
  • What can you do differently to continuously innovate with data?
  • How can you collaborate on data innovation outside your business?
Kate Brooks, Group Head of Data Management at Lloyds Banking Group

Kate Brooks

Group Head of Data Management
Lloyds Banking Group

Graham Smith, Head of Data Innovation at Royal Bank of Scotland

Graham Smith

Head of Data Innovation
Royal Bank of Scotland

TRACK B – Experimentation, Innovation and Science

2:25 pm - 2:45 pm Innovation Use Case - How to Architect and Engineer Better Environments for Data Scientists to Practically Apply AI and ML
  • What should new data architecture for AI and ML look like?
  • Which tools can help data architects in the process or reengineering for AI and ML?
  • How to affordably address legacy issues when designing new architecture in support of AI and ML?
  • How to engage data scientists in co-designing their new operational environments to drive adoption
Geoff Horrell, Director of Applied Innovation, London Lab at Refinitiv

Geoff Horrell

Director of Applied Innovation, London Lab
Refinitiv

TRACK B – Experimentation, Innovation and Science

2:45 pm - 3:25 pm Fireside Chat with Live Polling – What do Data Engineers and Scientists Need from the Data Strategy, Architecture and Tools to Improve Operational Efficiency and Continuously Solve High Priority Problems?
  • How to build the strongest case and tell the most compelling stories that quickly win you support for new investment in architecture
  • How to write your business’ needs for new architecture into your data transformation strategy
  • How to choose the right partners to help you deliver your next data architecture at the lowest cost
  • How to continuously measure the success of your new architecture 
Tim Gordon, Data Scientist at Schroders

Tim Gordon

Data Scientist
Schroders

Frederic Marechal, Data Scientist at Santander

Frederic Marechal

Data Scientist
Santander

TRACK B – Experimentation, Innovation and Science

3:25 pm - 4:05 pm Networking Break

TRACK B – Experimentation, Innovation and Science

4:05 pm - 4:25 pm Practitioner Use Case - How can Data Science and Open Data Bring More Value to Your Clients?
  • How to design a Data Science project
  • How Open Data can drive innovation in an organization
  • How to integrate Open Data in an enterprise data lake
  • How to build a custom financial indicator with Open Data as a use case
Yohan Chalabi, Head of Data Science, Organisation and Digital at Pictet

Yohan Chalabi

Head of Data Science, Organisation and Digital
Pictet

TRACK B – Experimentation, Innovation and Science

4:25 pm - 5:05 pm Oxford Style Debate – For and Against – Data Teams Should Reduce Focus on Regulation and Increase Focus on Innovation and Data Science as the Fastest Route to Monetising Data
For:
• More regulation means more time responding to the regulator and less time for science
• New regulations will take away funding from value-add data science activities

Against:
• Regulations create new funding streams that can be allocated to more data science
• More regulation creates new business problems for data scientists to solve

Yohan Chalabi, Head of Data Science, Organisation and Digital at Pictet

Yohan Chalabi

Head of Data Science, Organisation and Digital
Pictet

TRACK C – Digitising the Client Experience

2:00 pm - 2:05 pm Opening remarks from the chair

TRACK C – Digitising the Client Experience

2:05 pm - 2:25 pm Practitioner Use Case – How to Leverage Data as You Design and Deliver Better Digital Experiences for Your Clients
  • What do clients expect from their experience with investment patners today?
  • How can you integrate their needs and requirements into your overall client strategy 
  • How can data make a key difference to developing better client experiences?
  • Which solution providers can help you design and deliver digital experiences
Scott Smith, Global Head of Client Services at Blackrock

Scott Smith

Global Head of Client Services
Blackrock

TRACK C – Digitising the Client Experience

2:25 pm - 2:45 pm Practitioner Use Case – LEI in the Digital Age: Securing Content with LEI in Digital Certificates
  • LEI in XBRL : How to easily identify affiliates, subsidiaries, and parent companies of the filing entity
  • LEI in Digital Certificates: Enhancing trust and transparency
  • LEI in digital verifiable credentials and Blockchain: a digital identification management application 
  • Key benefits of LEI in the banking sector
Xue Tan, Business Relations Team Manager at GLEIF

Xue Tan

Business Relations Team Manager
GLEIF

TRACK C – Digitising the Client Experience

2:45 pm - 3:25 pm Panel with Live Polling - How to Affordably Automate, Simplify and Streamline Client Lifecycle Management, KYC and AML Processes
  • How to design a more agile and lean client lifecycle strategy?
  • How to engage the business in delivering your new strategy
  • Which parts of the client lifecycle should you automate?
  • How can you leverage new tools and systems to help you simplify your client lifecycle management strategy
Scott Smith, Global Head of Client Services at Blackrock

Scott Smith

Global Head of Client Services
Blackrock

Chor Teh, Head of Client Lifecycle Management at Investec

Chor Teh

Head of Client Lifecycle Management
Investec

Yao Li, Domain Architect, KYC at ING

Yao Li

Domain Architect, KYC
ING

TRACK C – Digitising the Client Experience

3:25 pm - 4:05 pm Networking Break

TRACK C – Digitising the Client Experience

4:05 pm - 4:25 pm Practitioner Use Case – Entrepreneurial Approaches to Clienf Lifecycle Management
  • Why does your client lifecycle strategy need an overhaul?
  • How can better data strategies contribute to the transformation of client lifecycle management?
  • What should you vs what can you automate and streamline across the end-to-end client lifecycle?
  • Tools and technologies that can help you improve the client experience
Chor Teh, Head of Client Lifecycle Management at Investec

Chor Teh

Head of Client Lifecycle Management
Investec

TRACK C – Digitising the Client Experience

4:25 pm - 5:05 pm Fireside Chat and Live Polling – How can You Best Manage Your Client Data to Increase Efficiency in the Client Onboarding, Maintenance and Offboarding Process?
  • How to improve FTE productivity in client onboarding 
  • How to improve customer experience 
  • How to reduce compliance and credit risk  
  • How to effectively link entity data from disparate internal and external sources
Clare Rowley, Head of Business Operations at GLEIF

Clare Rowley

Head of Business Operations
GLEIF

TRACK D – 1-HOUR Workshops – Interactive Sessions and Small Group Discussions

2:00 pm - 3:00 pm Synergy Workshop A – Lessons Learned Complying with PDS2 and How to Prepare for the Future of Open and Digital Banking
Robert White, Head of Payments Oversight at Santander

Robert White

Head of Payments Oversight
Santander

TRACK D – 1-HOUR Workshops – Interactive Sessions and Small Group Discussions

2:00 pm - 3:00 pm Synergy Workshop B– Data Quality Excellence – How to Consistently Deliver Better Quality Data
Mark Wilson, Head of Data Management at Handelsbanken

Mark Wilson

Head of Data Management
Handelsbanken

TRACK D – 1-HOUR Workshops – Interactive Sessions and Small Group Discussions

2:00 pm - 3:00 pm Creative Boardroom C – How will the Advent of Responsible Investment Continue to Generate New Demands on Data?
Ben Constable Maxwell, Head of Responsible Investment at M&G Investments

Ben Constable Maxwell

Head of Responsible Investment
M&G Investments

5:05 pm - 5:10 pm Transit Time

5:10 pm - 5:30 pm Practitioner Use Case - How to Design and Deliver Architecture that Solves Real Business Problems and Measurably Contributes to Data-Driven Digital Transformation

  • How is demand on data architecture evolving to meet new expectations from the business and clients 
  • How can you better align your data architecture strategy to support enterprise-wide digital transformation?
  • Which skills and experience do you need in your team of architects to take full advantage of all the latest technologies on offer?
  • How to measure the effectiveness of your new architecture and its contribution to overall transformation
Ferd Scheepers, Chief Information Architect at ING

Ferd Scheepers

Chief Information Architect
ING

5:30 pm - 5:50 pm Visionary Closing Presentation – How Can You Inspire Data-Driven Transformation in Your Organisation?

  • Lessons learned creating data driven cultures outside financial services
  • How to make data matter more to senior leaders who spend least time with it
  • What can a data-driven culture achieve more than any other approach?
  • Tips and advice to maintain higher levels of interest and support for investment in data projects
Peter Jackson, Director of Data Sciences at L&G Investment Management

Peter Jackson

Director of Data Sciences
L&G Investment Management

5:50 pm - 6:10 pm Chairperson’s Closing Remarks


Harry Chopra, Chief Client Officer at AxiomSL

Harry Chopra

Chief Client Officer
AxiomSL