10TH NOVEMBER 2009 |
| 08.00 | REGISTRATION AND MORNING COFFEE |
| 08.45 | Chairman’s Opening Address |
| 09.00 | CIO Panel: Information, Data And Business Intelligence: Creating Competitive Advantage In A Downturn With Accurate Data In Real Time
Invited: Don Trotta, CIO, Barclays*
Ian Buchanan, Global CIO, Societe Generale*
Peter Lunding, CIO, Nordea*
Tom Sanzone, CIO, Credit Suisse* |
| 0940 | Overcoming A Lack Of Clarity In European And Global Regulations To Ensure Compliance Throughout Your Operations
Kathryn Ebbens, SVP, Morgan Stanley |
| 10.20 | Data Objectives For 2010: Meeting Organisation-Wide Short Term ROI Objectives In Line With Long-Term Departmental Goals
Invited: Mark Davies, Head of Reference Data, SSF Risk Services, RBS |
| 10.50 | MID - MORNING COFFEE IN THE SOLUTIONS ZONE |
| 11.20 | Collaboration Across The Industry To Open Data Standards
Ken Price, CEO, AVOX |
| 11.50 | End User Panel: Satisfying Your Stakeholders - Aligning Your Goals With Those Of Your Data Users And Ensuring Ongoing And Open Communication
Invited: Andre Kelekis, Head of Global Market Data Strategy, BNP Paribas*
David Berry, Market Data Sourcing Global Manager, UBS*
Ed Lord, Chief Risk Officer, Genworth Financial* |
| 12.30 | LUNCH |
| 13.30 | Roundtable Discussions |
| | STREAM A
Data Integration | STREAM B
Outsourcing |
| 14.45 | M&A Case Study: Integrating Two Or More Different Platforms On A Strict Timeline To Demonstrate Efficiency, Time And Cost Benefits
Invited: Roseann Palmieri, Managing Director, Merrill Lynch | Assessing The Value Of Outsourcing In The Current Environment: Balancing Risk With Cost Management Strategies
Ian Webster, Global Head of Data Management, UBS Global Asset Management |
| 15.15 | Overcoming Legacy Challenges Across Your Operations To Integrate Data And Develop More Responsive Processes
Senior Executive, Informatica | Making The Case For In-House Data Management: What Are Your Users’ Needs And Does An In-House Function Add Real Value?
Invited: Antonio Henriques, Head of Brokerage, Securitization & Contents Area at Millennium bcp |
| 15.45 | Reconciling Different Types Of Data Across Your Organisation To Ensure An Accurate Overview For Risk And Compliance Analytics
Olivier Rose, Head of International Projects Data Management, Societe Generale | Panel Discussion: Transitioning Processes To An Outsourced Service Provider – Identifying The Key Criteria For A Successful Working Partnership
Bob Bishop, Head of European Reference Data, ABN Amro/RBS
Invited: Antonio Henriques, Head of Brokerage, Securitization & Contents Area at Millennium bcp*
Gordon Scott-Brown, Operations Offshoring Transition Manager, UBS* |
| 16.15 | AFTERNOON COFFEE IN THE SOLUTIONS ZONE |
| | Pricing | Data Automation |
| 16.45 | Examining The Benefits And Disadvantages Of Dual Sourcing – Do The Advantages Outweigh The Challenges?
Invited: Lorraine Waters, head of Instrument | High-Level Industry Case Study
Danielle Newland, Data Management Project Manager, Eagle Investment Systems |
| 17.15 | Panel Discussion: Evaluating The Pricing And Valuation Of OTC Instruments
Chris Johnson, Head of Data Management, Institutional Fund Management, HSBC
Peter Serenita, CDO, JP Morgan | Building And Maintaining An Automated Central Data Repository
Invited: Jeremy Posner, Data Architect, Deutsche Bank |
| 17.45 | Closing Panel: An Overview Of Key Take-Aways From The Day
Peter Serenita, CDO, JP Morgan
Chris Johnson, Head of Data Management, Institutional Fund Management, HSBC
Ian Webster, Global Head of Data Management, UBS Global Asset Management
Mike Atkin, Managing Director, EDM Council
Ken Price, CEO, Avox |
| 18.15 | COCKTAIL RECEPTION |