As VP of Client Success for the Americas, Mick is responsible for managing Fenergo client engagements with a focus on successful deliveries, functional governance and exceeding client expectations. Mick is a highly experienced executive with a proven international track record of delivering transformative business change in the financial services industry. Prior to Fenergo, Mick spent a decade in the Treasury and Liquidity management side of financial services, working with such institutions as Depfa Bank, Hypo Public Finance Bank and Hypo Real Estate Bank International. Mick holds a Bachelor of Commerce International degree from University College Dublin.

Mike is a professional facilitator and has been a financial information industry advocate for over 25 years. He is currently the Managing Director for the Enterprise Data Management Council. Mike is an active participant in industry initiatives, provides consultation to global market authorities on the data implications of financial regulatory reform and is recognized as an expert in reference data strategy, governance, data quality and standards.

An experienced technology analyst, Shagun Bali joined the DnA practice at TABB Group in September 2014. She brings seven years of experience as an analyst specializing in the IT and telecoms market. Previously, Shagun was working with research firm Ovum specializing in business intelligence, next-generation analytics, customer experience management, privacy and security of customer data, Big Data, CRM and IT investment trends for global telecoms industry. As a part of her role, she researched advancements in technology, connectivity and applications, regulatory changes, and the changing demands of customers. She has focused on helping IT vendors find new areas of growth and innovation by better understanding unmet customer needs, industry dynamics, and competitive moves. Shagun holds a Master’s in Business Administration from Kirloskar Institute of Advanced Management Studies, India and Bachelors of Commerce from Delhi University, India.

Julia Bardmesser is the Global Head of Business Data Management in Citi’s Chief Data Office. She is responsible for defining requirements for the implementation of consistent and controlled approach to the development and use of enterprise information assets and critical data elements across Citi.

Julia has over twenty years of experience in data management, data governance, data architecture and cross-platform solution delivery in the financial industry. Prior to joining Citi Julia ran the Data Services technology team at FINRA (Financial Industry Regulations Authority) where she delivered enterprise wide MDM, Data Warehousing and BI solutions.

Julia also worked at Freddie Mac, Thomson Financial Services, Bear Stearns and Bloomberg L.P.

Julia has a Master of Arts degree in Economics from the New York University.  

Sumanda Basu is data management leader with experience in data governance, data architecture, data quality, data strategy and roadmap. He has years of technology delivery and program management experience in  financial services, insurance, entertainment and manufacturing industry. In his current role as Senior Vice President of Internal Audit in Citigroup, Sumanda is responsible for risk and controls assessment of enterprise data governance and execution capabilities. He has previously held leadership role in enterprise data architecture in a global bank and influenced organization's overall information management strategy. Prior to that, he managed delivery of technology solutions in data and content management space for a boutique IT solutions provider.

David joined State Street in 2014 from the Office of Financial Research, US Department of the Treasury, where he was Senior Policy Advisor, working on data and technology issues related to financial institution and systemic risk, including standards, data strategy, and emerging data technologies.  Prior to joining the OFR, the Securities and Exchange Commission appointed David in October 2007 as Director of its new Office of Interactive Disclosure, which developed and implemented interactive data rules, standards (particularly XBRL), and analytical tools for SEC financial disclosures. At both the SEC and OFR, David co-created and helped promote the adoption of the Legal Entity Identifier (LEI), as an original member of the “Linchpin” team.

Before his stints in government, David managed several equity research and analytics businesses for Standard & Poor's in New York. Before that, he was the director of strategic planning and development for McGraw-Hill's Construction Information Group, held finance and reengineering roles at Fidelity Investments, and was a management consultant at McKinsey & Company, Price Waterhouse (now PwC) and Gemini.

David received his B.A. in Economics at the University of Chicago, and his MBA in Finance at Northwestern University’s Kellogg School of Management.  David lives in Boston with his wife and two daughters.

John supports the Council as Senior Advisor and Consultant, responsible for the Council’s CDO Forum and Data Management Practices. John is a senior strategy and data management executive with more than 30 years of experience in the industry. Over his career, John has held various positions in supporting a firm’s data management functions. Since 2006, John has held the title of Chief Data Office in both the private and public sectors, serving as CDO for Citi and Bank of America, and holding the post of CDO for the Federal Reserve Bank of New York.

Tony Brownlee is a Kingland Systems partner, responsible for leading and setting the strategy for the company’s Data Solutions business, including Kingland’s Data Science and Research operation and data quality and master data management (MDM) products and services. Mr. Brownlee has been instrumental in the creation of the Data Solutions business and has managed numerous operational, product development, business development, and client relationships for the company. Additionally, Mr. Brownlee manages Kingland Systems strategic relationship with IBM for Information Management software and other corporate marketing and business development functions. Mr. Brownlee is recognized as a thought leader in the financial services industry and speaks regularly at industry events on MDM, data governance, data standards, entity and hierarchy data. Within the industry, Mr. Brownlee has served on various committees including the Securities Industry Financial Markets Association (SIFMA); the International Standards Organization (ISO); the Financial Stability Board (FSB) for the Legal Entity Identifier (LEI); and the Enterprise Data Management Council (EDMC). Prior to joining Kingland Systems, Mr. Brownlee worked in the financial services industry providing consulting services for a top ten global bank and an international agri-business company. Mr. Brownlee holds a Bachelor of Arts degree in economics from Central College in Pella, Iowa; an MBA from Iowa State University; and serves on advisory boards of both institutions.

Mr. Buzzelli is Executive Director and Head of Enterprise Data Management, Americas, for Nomura’s broker dealer operations. He has primary data management responsibility for Nomura’s U.S. operation and is globally responsible for strategic reference and product data, as well as market data commercial vendor management. With more than 20 years of leadership experience in prior roles including Vice President, Americas Head for Thomson Reuters Enterprise Pricing and Reference Data business and strategic roles as Business Architect and Cross-Segment Product Manager for Mellon’s Global Asset Services division. He began his financial career at Federated Investors and is a graduate of Carnegie Mellon University with a Bachelor of Science degree in Information and Decision Systems and holds two Master degrees; Management of Information Systems and an MBA in Finance from the Katz Business School at the University of Pittsburgh.

Saad Chafki has more than 18 years as a specialist and leader in the field of Data management and Business Intelligence; he has worked for different industries such as Finance, Telecommunications, Manufacturing and Advertising. During his experience, Saad Chafki was an active actor in delivering large initiatives involving Analytics, Market Data and Master Data Management in general.

He also teaches BI and Data Management graduate courses at Sherbrook University and at “École de Technologie Supérieure” part of The Université du Québec à Montréal (UQAM). Mr Chafki has a Bachelor and Master in Computer Science and Master in Business Administration.

Phil Corryn is the Head of Americas Sales for Bloomberg PolarLake.  Over the last 25 years, he has led sales organizations at various firms while providing solutions for Enterprise Data Management and real-time decision support, including:  GoldenSource, Asset Control, FAME, Bridge, Knight-Ridder Financial, and Standard & Poor’s.

Financial Services Risk Management Leader expert in all aspects of credit risk portfolio management, including its role in firm- wide Enterprise Risk Management. Experienced with regulatory interaction. Expertise in the ownership and use of systems and processes to quantify, aggregate, report, manage and forecast credit portfolio risk to facilitate strategic and capital planning decisions. Proven ability to lead complex cross functional projects to create infrastructure and processes to remediate issues and improve overall risk management practices. Ability to leverage risk management background to balance prudent risk appetite management with competitive realities when establishing strategic and tactical recommendations and action plans. Former assistant professor U.S. Merchant Marine Academy, adjunct professor at New York University and retired U.S. naval officer.

Ludwig D’Angelo manages strategy for the Global Asset Pricing and Instrument Reference Data Operating Unit within JP Morgan’s Corporate & Investment Bank Operations. In this role he manages all global and cross line of business initiatives relating to pricing and reference data as well as any industry initiatives in which the bank is engaged.  Previously at JP Morgan he was the North American Regional Head for Trading Technology.  He has over 30 years of experience in financial services including front office, risk management, operations, technology and marketing. He has previously held senior positions at Swiss Bank Corp, Bankers Trust, Reuters as well as KPMG Consulting and CAPCO where he was a practice leader in trading technology. He is a frequent lecturer on Securities and Derivatives topics in industry and academia.  Early in his career, he was a professional options trader for Oppenheimer & Company. He earned his MBA in Finance from Fordham University Graduate School of Business and his BBA in Management Information Systems from Pace University.  He is a former Chairman of the FISD Executive Committee, a global association of exchanges, vendors and consumers of financial information and a current board member of EDM Council, a global association of enterprise data professionals.  He was winner of the 2013 FTF News award for Operations Executive of the Year.

Mark Davies joined Depository Trust and Clearing Corporation (DTCC) in 2012 to lead its European efforts around the development of the legal entity identifier, a global initiative created in response to new regulations for reducing systemic risk.

In January 2013, in addition to his role at the DTCC, Mark became head of Avox, a DTCC subsidiary and specialist in business entity data management. Formerly, he held senior roles at RBS, managing Group Risk data, and Barclays Capital, leading the legal entity reference data team.

Mark is a member of various industry advisory groups, including the Global Financial Markets Association’s LEI executive steering committee and the Financial Stability Board’s advisory group for LEI.

Adam leads product marketing and strategic partnerships for WorkFusion, the leading platform for global data collection and enrichment. He is responsible for product positioning, market intelligence, messaging and content, and for identifying and aligning with solutions and services that compliment WorkFusion’s SaaS platform. He has 15 years of expertise in consumer and enterprise technology and began his career in management consulting at BearingPoint’s Banking & Capital Markets practice. Adam speaks frequently about crowd computing, machine learning, and the next generation of enterprise automation at financial industry conferences, including FIMA, FISD, Massolution, MarketTech, NAFIS, NFAIS, and SIIA.

Genevy Dimitrion is a Vice President at State Street in the Global Product and Platform Solutions group. She leads the investment operations strategies across all business lines within State Street Global Services. She has additional responsibility for participating in global industry initiatives focusing on data management, transaction management, reconciliation and institutional loans. As part of this role, Ms. Dimitrion leads the development of messaging for the organization. Ms. Dimitrion is an active member of several industry groups and is a leading advocate for standards in the financial services industry.

Alex is the Global Head of Client Onboarding, Transitions & Reviews for the Investment Bank, as well as overseeing Client Onboarding for Wealth Management in the Americas. In this context he has been given responsibility for regulatory compliance of new regulations over the past few years for both the existing and new client bases as successive versions of Dodd Frank, EMIR and FATCA have rolled out. Prior to joining UBS, Alex has worked in similar roles at Credit Suisse, JP Morgan and Morgan Stanley, following a 7 year career at Andersen Consulting. He has a Bachelors in Materials Science & Engineering from Lehigh University

Anastasia Dokuchaeva is a Sales Specialist in the Content and Technology Solutions group at FactSet.  Before joining the Content and Technology Solutions group, Anastasia focused on selling the FactSet workstation to the Investment Management and Hedge Funds communities.  In her current role, Anastasia’s primary focus is data feeds and technologies for the data enrichment of financial professionals. With more than 10 years of experience in the financial industry and knowledge of market data, Anastasia has developed an expertise in  regulatory requirements from the data perspective as well as data quality, availability, collection, and methodology.

John Fleming is a global information technology and brokerage operations professional with extensive expertise in developing and management of enterprise-level strategic initiatives.  During his career, he had held key management positions, most recently as Head of Enterprise Data Governance for BNY Mellon: A bank with a long history of providing solutions to the capital markets.  He managed teams as small as 1 and well over 400. He has lived abroad and managed staff in Asia, Europe and the Americas. 

John has recently joined BNY Mellon as the head of Data Governance for the Firm. The traditional responsibilities of a Chief Data Officer are split between Data Governance and IT. A Data Governance Framework is under design and review and will be launched later in 2014.

Mr. Gentry is responsible for data governance and demand management for enterprise data and analytics services at TD Ameritrade, reporting to the Chief Data Officer. In this role, he ensures that TD Ameritrade makes increasingly better decisions with better data across the company. The data governance function he leads ensures that data is consistently managed with predetermined rigor across the firm. His product management responsibilities include Big Data, data warehousing, analytics/business intelligence, data sciences, master data management, metadata management, data quality, enterprise data assets, and data virtualization. During his diverse career in marketing and data management across many industries, Mr. Gentry has become a leading authority on gathering, managing, and using customer information, helping companies large and small to gain competitive advantage and improve profits. Mr. Gentry has consulted, taught, spoken and published on marketing, analytics, and data management topics in North America, Asia, Europe, and Australia.

Bruno has 23 years of systems experience in financial services with focus on data modeling, data management and has spent the last 5 years in data governance.  He introduced the Data Governance Program at SSgA in his previous role and is currently the Enterprise Data Steward responsible all lines of business at BBH.  He participates in the data governance program design by drafting data governance policies, data on boarding processes, and data sharing processes and other best practices for the Firm.  

He primarily works day to day with business stewards to define and classify data, record business rules, document storage location and lineage, and measure quality for those domains being governed.  

Formerly, Mr. Goldstein was Vice President of Strategic Planning for Knight-Ridder's Business Information Services division. In that role he was responsible for Knight-Ridder's acquisition of Technimetrics and its pre-IPO investment in Netscape Communications. Mr. Goldstein previously held a range of sales and marketing positions at Knight-Ridder's Business Information properties.

Mr. Goldstein recently completed a three year term on the New York Federal Reserve President's Advisory Council on Small Business and Agriculture.

Mr. Goldstein has a BS in English from SUNY Albany and an MBA in Finance from The Samuel Curtis Johnson Graduate School of Management at Cornell University. He resides in New York City.

Julio brings over 20 years of experience in implementing risk management and regulatory compliance initiatives across financial services organizations. Named one of Time Magazine's "Fifty Most Important People Shaping Technology" and Institutional Investor's "Fifty Most Influential People on Wall Street,” Gomez has served as a senior analyst for Forrester Research and as the global head of research for IDC Financial Insights. He is widely known as the founder of Gomez, Inc. (f.k.a. Gomez Advisors), the eCommerce benchmarking and performance monitoring service. Julio is an Industry Strategy Partner at Knowledgent. In this role, Gomez will drive Knowledgent’s data strategy and regulatory compliance work with clients in the financial services industry.

Don Gray is the Global Head of Enterprise Data Management and the Data Governance Officer for Cigna.  In this role, Don serves as the steward and champion of enterprise information management, leading the way to advancing Cigna as an information-centric company that is fully connected, operationally efficient, and capable of delivering high quality data solutions for both internal and external customers.

Don is a graduate of George Mason University and currently resides in the Boston, Massachusetts area with his wife and two youngest sons.

Daphné Guerci is Senior Director, Information Access Center of Data management at the Caisse de dépôt et placement du Québec.

Her 28 years of experience in operating group in large investment management firms, 20 years spent at la Caisse, have given her a thorough knowledge of how a financial institution operates.

Her expertise includes back office operations of derivatives and conventional financial products,
process optimization and business analysis.

In 2010, Ms. Guerci joined Caisse’s Data Management group. As part of her mandate, she has implemented a data governance structure and process.

The Caisse de dépôt et placement du Québec manages institutional funds, primarily from public and private pension and insurance funds in Québec. It invests its depositors’ funds in financial markets in Québec, elsewhere in Canada, and globally.

Through its size and activities, the Caisse is a global investor and one of the largest institutional fund managers in Canada and in North America as a whole.

Nick holds the position of Global Asset Data Manager for Northern Trust, which includes responsibility for worldwide, shared service, reference data operations and for working across the enterprise to assess and define the business, operational and technology data needs and solutions from both a short term and strategic perspective. His role also encompasses leading Northern's Asset Data Governance agenda as well as defining global reference data standards and policies.

Arun is the Global Head of Financial Services at Tech Mahindra. He has over nineteen years of experience in the Banking and Financial Services industry as a Business Consultant in areas such as Operating model design, business and IT architecture, process and operations optimization and information management. He had worked globally with large financial institutions in areas such as Institutional Capital Markets, Asset & Wealth Management, Risk and Compliance. He has a deep understanding of global regulations such as Dodd Frank Act, MIFID, EMIR and FATCA and their implications on processes, systems and data. Prior to Tech Mahindra Arun has worked with Cognizant Technology Solutions and Tata Consultancy Services. He has a Masters in Management Studies in Finance and a Bachelors in Engineering in Computer Science. He is based in Pune, India.

Raj Iyer is a member of the BNY Mellon Global Markets e-Commerce & Product Management team where he is responsible for capabilities related to electronic trading and client distribution.  Prior to this, he managed the Product Development for initiatives related to BNY Mellon’s Currency Administration business, which focuses on hedging capabilities.'

Before joining BNY Mellon, Raj worked in electronic trading platform development at both Lava Trading and EBS.  He holds a B.S. from the University of North Carolina, Chapel Hill and an M.S. from New York University.

Preetham is the global head of one of the strategic business units of IGATE that provides reference data solutions to leading financial institutions spread across the globe. He is credited with incubating and growing business for the reference data management services for IGATE. Preetham is entrusted with an end-to-end responsibility of managing sales, solutions and delivery. As an investment banking technology professional, Preetham has worked for reputed organizations, which include Ernst & Young, HCL, and IGATE. He has over 15 years of variegated experience in consulting, solution development, sales, delivery, and managing the process for large deal pursuits. Preetham has acquired a rare blend of technical and business expertise that has propelled his career as a financial data management expert.

Yagmur brings over 15 years of experience in data quality, data governance and audit within the banking industry. Prior to Citi, she was the data quality team lead for capital markets /trading then market risk control framework lead in Enterprise Risk Management at Bank of America. She oversaw Basel data quality efforts at Merrill Lynch and, held responsibilities in information technology audits within Morgan Stanley and Ernst Young. In her current role, Yagmur engages with data governance officers, data stewards, technology system and data owners within Citi’s many businesses; she responds to recent data trends such as BCBS 239 or CCAR in audit and contributes to Citi's global data control framework through continuous review of Citi’s processes controls related to its data management. She holds an engineering degree and is a certified internal auditor.

Rick has nineteen years of industry experience and has been with the firm for seven years. Currently, he is responsible for Strategy, Thought Leadership and Go-To-Market activities for Enterprise Solution products at S&P Capital IQ, a McGraw Hill Financial brand.  Enterprise Solutions is the data and content licensing business for S&P Capital IQ.

Previously, Rick managed a global team of subject matter experts responsible for lending pre-sales expertise on analytical products and for delivering thought leadership. He was also a product manager for two analytical products with responsibility for development and commercial strategy.

His prior industry experience includes credit analysis at S&P Ratings, private equity at Credit Suisse and prime brokerage at Chase, Lehman and Merrill.

Rick holds an MBA from the Yale School of Management with concentrations in Finance and Investment Management. He is a member of the CFA Institute where he is a registered Chartered Financial Analyst and the Global Association of Risk Professionals (GARP) where he is a certified Financial Risk Manager.

Stan is responsible for leading a team of sales professionals who manage D&B’s major vertical partnerships. Additionally, he has a focus on new business development with existing partners along with building new strategic vertical relationships in the capital market and regulation/compliance space which includes areas such as KYC, KYV and FATCA.

Since joining D&B in 1988, Stan has held a variety of roles focused on developing the Partnership Channel by implementing strategies to distribute products and services through alternative channels. The early emphasis was to build relations within the direct marketing industry and has grown over time to include vertical markets such as legal, supply chain, collections, healthcare, capital markets and compliance.

Stan is a graduate of Providence College and has participated in many industry events related to direct marketing with plans to attend future events that serve the capital market and compliance space.

Jack Klinck is executive vice president and global head of Global Strategy and New Ventures. In this capacity, he is responsible for State Street’s data and analytics business known as State Street Global Exchange, the corporate strategic planning process and managing relationships with State Street’s largest global clients. Mr. Klinck also oversees the functions that support client acquisition, retention and development, including the company’s cross-organizational sales council, the credit services group, marketing, and client data and reporting platforms. He is a member of State Street’s Management Committee, the company’s most senior strategy and policy-making team.

Mr. Klinck joined State Street in 2006 as global head of its Alternative Investment Solutions business, where he led the strategic direction, global sales and product structuring of State Street’s hedge, private equity and offshore fund servicing capabilities worldwide. Under his leadership, the company made three strategic acquisitions that contributed to the steady growth of its alternatives business, including Investors Financial Services Corp. and Palmeri Fund Administrators in 2007. During his tenure, the company also acquired Mourant International Finance Administration in early 2010, further strengthening State Street’s position as a world-leading servicer of alternative assets.

Tim is the Data Governance Manager at Brown Brothers Harriman & Co.  In this role he is responsible for all enterprise data of the Firm.  Tim chairs the Executive Committee for Data Protection and oversees the Firm's Data Governance strategy, disciplines and practice adoption.  Tim previously directed cross-discipline assurance and special project engagements within BBH’s Internal Audit division.  He is a finance, technology and data professional with prior experience at MFS Investment Management, Boston Communications Group and PriceWaterhouseCoopers.

Tim holds an MBA from Northeastern University, a BS from Union College and is a Certified Information Systems Auditor (CISA).

Mary is Nomura’s Head of Market Data Commercial Management for the Americas.  She is a member of the global senior market data leadership team for vendor management, data governance, and financial analysis.

She has 20 years of market data experience with prior roles at Lehman Brothers, Barclays Capital, NYMEX, and Credit Suisse.  In addition, she has had held positions in banking, insurance, academia, and government (Peace Corps.)

Ms. Langevin earned a B.A. in Political Science from the University of Vermont and a joint  MBA (Finance & Economics)/MA (French Studies) from NYU and is a CFA charterholder.

Josh Lee is the Director of Global Industry Marketing for Informatica for Financials Services and Insurance. In this role, he leads the global marketing efforts for the company engaging directly with the insurance and financial services marketplaces to drive strategy, vision and innovation of everything data in each industry. Josh is an insurance technology industry professional with experience spanning over 17 years in technology, insurance, financial services and consulting. Josh has been instrumental in delivering large enterprise products and solutions to the insurance industry through direct engagement, partner ecosystems and industry standards. His experience includes marketing, enablement and strategy at Microsoft including holding several technology patents, and he drove innovation at Risk Management Solutions driving value for clients and the marketplace. Josh also ran delivery for insurance and financial services at MicroStrategy seeing first-hand the value of a robust and enterprise strategic data ecosystem from end to end. Besides enterprise data, Josh is passionate about photography, gourmet cooking and his wonderful family.

Mathew Keshav Lewis is responsible for Sales, Client Engagement, Integration & Strategic Partner relationships for Clarient Global, LLC, a company founded by The Depository Trust & Clearing Corporation (DTCC) and six leading banks to help firms meet client data and documentation needs for internal on-boarding as well as to comply with a broad range of global regulatory requirements.

Previously, Lewis ran Global Sales, Relationship Management and Vendor Partnerships for DTCC Deriv/SERV, building a team of more than twenty account managers and derivatives reporting experts on three continents to support 3,000 clients globally with their regulatory compliance needs under EMIR, Dodd-Frank and other local derivatives regulation.

Lewis has more than 15 years of financial technology product design and business development experience. Lewis was named to the Financial News’s top 40 under 40 in Trading and Technology in 2013. He joined DTCC in August 2008 in London and recently relocated to New York.

Lewis graduated from Ithaca College with a B.S. degree in Business Administration, and received an executive Masters of Business Administration from the University of Chicago Booth School of Business in 2014.

Tim is a financial services technology executive with more than 20 years domestic and international experience in the securities industry.   Particular focus has been on the strategic deployment of technology to manage data, transaction processing, and risk management.  Expertise includes product management, strategy and business development within market data industry, post-trade operations, and the workflow processes between asset managers, broker/dealers, custodian banks, and market infrastructure providers.    

He joined Thomson Reuters in 2010 as the Global Head of Strategy for Enterprise Content. He is responsible for driving continued growth in the firm’s content business related to reference data, risk, and regulatory solutions.  Tim focuses on leveraging internal and external partnerships to provide business priorities and guidance for executive decisions. Prior to joining Thomson Reuters, Tim was Managing Director at Omgeo where he led global strategy and marketing for the firm.  Other positions include Senior Vice President, product management and strategy at GoldenSource Corporation, director of securities and investments research at TowerGroup and product management and strategy roles at SWIFT, Brown Brothers Harriman and Dean Witter Reynolds.

Alexey Lopukhin manages firm-wide Enterprise Data Governance reviews for the new application certification within the Information Lifecycle Management program and has developed a metadata scoring model to address the changing needs of the technology onboarding processes. Alexey has over twenty years of experience in business intelligence and architecture solution implementation, enterprise data management and data governance. Alexey has an MBA from NYU Stern School of Business and a BA in Computer Science from Yeshiva University.

Daniel Maury is the Global Lead for the Finance Data Strategy Program, a group-wide strategic initiative aiming to remediate key Data challenges as Input into Finance and within Finance. Daniel began his career with UBS in 2001 in IB Operations where he spent 8 years in RTB roles (EMEA Fixed Income lead, Global Rates Operations lead) and Program roles (Transaction Data Integrity, Single Client View).

Prior to UBS, Daniel started his career with Arthur Andersen as an auditor in Paris for 4 years and then moved to take a Program Manager role in fixed Income for JP Morgan in London. Between JP Morgan and UBS, Daniel set-up and ran an internet-based company, Agriflow.com, aimed at delivering on-line trading capability for Commodities traders. Daniel is based in New York.

Daniel graduated with a Master in Finance from the Reims Management School, France, in 1993.

Michael G. Miller is a member of the HSBC Global Finance IT Architecture team acting as a Global Information Architect. He has responsibilities for architecture guidance of Global Finance projects.

Mr. Miller has over 30 years of IT experience in banking, securities and insurance starting in his career computer operations, programming and systems design, and then moving on to consulting roles in enterprise architecture and business intelligence. Michael’s previous consulting roles include National Director of Enterprise Architecture and Business Intelligence, Executive Consultant CRM COE, and Principal - Management Consultant. He also teaches a class in Strategic Business Intelligence Implementation for George Washington University in Dubai, UAE.

He holds a BBA and four master degrees (MBA, MPM, MTM, & MISM) and has done over two years of doctoral work in Knowledge Management. He is a board member of the Data Management Association – Chicago Chapter, a Certified LEAN Six Sigma Yellow Belt (ISCEA), a Certified Business Process Management Professional (ABPMP) and a Certified TOGAF Enterprise Architect.

Ken Napolitano is the Global Head of Sales and Strategy for Bloomberg Enterprise Solutions. Ken is responsible for the sales strategy of the Bloomberg Data License products, real time data and platform as well as BVAL, Bloomberg’s evaluated pricing offering.

Data License provides the financial markets with the highest quality reference, pricing and corporate action data. Bloomberg B-PIPE is a normalized and consolidated real-time market data feed that can be distributed throughout the enterprise. It provides complete coverage of all the same asset classes that Bloomberg Professional® service subscribers have access to.  BVAL represents a new standard for data transparency and quality in valuation. The service combines a unique market insight, sophisticated quantitative models and data from over 4,000 contributing sources to produce credible and defendable valuations.

Ken joined Bloomberg in 1998 and has held positions in Bloomberg Tradebook as Global Head of Sales as well as holding several positions within the Bloomberg Professional service sales division including Sales Manager. Before joining Bloomberg, Ken worked as a Registered Representative servicing high net worth individuals. He holds a Bachelors of Business Administration degree from Adelphi University and an MBA from Cornell University.

David Newman is Senior Vice President and Strategic Planning Manager of Enterprise Architecture and IT Strategy at Wells Fargo Bank.  David also chairs the Semantic Technology program for the Enterprise Data Management (EDM) Council and leads the Council’s efforts to develop ontologies for the financial industry known as the Financial Industry Business Ontology (FIBO).  FIBO is a free and open source ontology that semantically describes business entities, derivatives, securities, loans, corporate actions and metadata.  FIBO is being developed as the next generation global financial data standard.  FIBO can be used to support macro-prudential and institutional risk management, regulatory compliance and reporting, risk analytics, as well as serve as a foundational set of semantic building blocks for enterprise data models and taxonomies.  It therefore provides a solid basis for strategic fulfillment of BCBS-239.  David is also responsible for the working group that is developing executable reference ontologies that demonstrate FIBO’s many advanced capabilities.  In addition, David is starting an initiative to position elements of FIBO to be available for semantic markup of financial content for internet sites through a collaboration with Google, Yahoo and Microsoft.  David is a frequent speaker at industry conferences on semantic technology as well as at regulatory and academic conferences on systemic financial risk.  At Wells Fargo, David focuses on emerging technologies and innovation initiatives and leads the Wells Fargo Semantic Technology Community of Interest.

Alan Paris is the Global Head of Financial Services Consulting and a Global Account Manager at eClerx. His responsibilities include global account management with a focus on operations, regulatory reporting, FATCA, Dodd-Frank, cost-basis and KYC (Know Your Customer). With over 25 years of experience in the financial sector, Alan contributes a high level of front to back office and financial markets expertise to eClerx’s global services platform.

Prior to joining eClerx, Alan was Executive Director at Ernst & Young, where he led the Capital Markets Technology and Operations Transformation division. He was formerly Global Head of Trading Support at Deutsche Bank and has held senior-level positions at PricewaterhouseCoopers, BearingPoint, Capco and Bankers Trust Company.

Alan holds a Bachelor of Arts in English from Vassar College. 

Marcy Pike is Senior Vice President, Market Data within Enterprise Infrastructure, a division of Fidelity Investments.  Fidelity is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services

Ms. Pike is responsible for the management and delivery of real time market data, real time news, and history and analytics content, including the underlying architecture and infrastructure, to Fidelity business units leveraging this content for internal consumption and external delivery to Fidelity retail and institutional customers.  The EI Market Data team also delivers advisory services including the management of enterprise forums focused on firm level market data expense management, inventory management, information management and vendor management.

Scott J. Preiss is Vice President, Chief Operating Officer, CUSIP Global Services (CGS)/S&P Capital IQ, which administers the CUSIP numbering system and the CUSIP International Numbering System (CINS) for the United States, Canada, and various global territories under contract to the American Bankers Association. Under Scott’s direction, CGS is responsible for the development and operation of the ANNA Service Bureau, launched as a central hub for the consolidation and distribution of ISIN data from >120 global markets, and jointly operated with Six Financial Information, Zurich.  CGS/S&P Capital IQ also provides a variety of cross-referencing, obligor and entity-identification solutions to market participants for risk management and compliance needs.

Previously, during Scott’s tenure as director of CUSIP Operations, a major revitalization and upgrade of CUSIP’s infrastructure was implemented that facilitates the numerous securities issuance procedures in a real-time environment.  He has been actively involved in the industry’s effort to standardize legal entities, securities descriptive data and product classifications, and has chaired the ANSI-accredited standards group X9D in that regard.  Scott regularly lectures on standardization, reference data and risk management, both in the U.S. and globally.

Scott is a member of the Enterprise Data Management Council (EDM), the Executive Committee of the SIIA/FISD, SIFMA, Various ISO Working Groups (including ISO TC68 SG1 that examined LEI), and is the Chairman of the ASB Advisory Board. He is a member of the New York, and New Jersey Bar Associations and has a B.B.A. in Business/Finance from Pace University, New York and a J.D. from New York Law School.

Don Rosenberg has extensive experience designing and implementing an enterprise-wide data governance approach and data management solutions for financial services firms that support the global capital markets. The majority of his work has been with Security Master Reference and Market data, and Counterparty data (e.g., inventor, advisor, trade counterparties, and issuers). This includes designing rules to support data hierarchies, classifying data, mastering of data, data cleansing, data reconciliation, and interfacing data to down-stream systems. He understands the validity of having good, clean, accurate data, and the cost of having inaccurate data.

Tim Rourk is a leader and client executive within Kingland Systems, responsible for program management and business development within Kingland Systems’ Data Solutions business, as well as overseeing strategic client relationships, specializing in master data management (MDM) software implementations, Legal Entity Identifier (LEI) solutions, and data quality. With expertise in project management, business analysis, process management, and data management, Mr. Rourk works with large, complex enterprise software systems and data management solutions within the financial services industry and previously managed programs supporting Kingland’s compliance solutions business. Mr. Rourk has a Bachelor of Science degree in Mechanical Engineering from Iowa State University and is a member of the Iowa chapters of the International Institute of Business Analysis (IIBA) and the Project Management Institute (PMI).

Carol Ryan is a Senior Vice President and Head of Information Solutions for State Street’s Global Exchange business. She is responsible for information products including WM/Reuters Exchange Rates, the Private Equity Index, and SSC Universe. Carol is also charged with identifying and implementing new information product solutions and supporting the market data content and usage rights initiatives across Global Exchange.

Carol joined State Street in 1994. Prior to joining Global Exchange, she held senior leadership positions managing Market Data Services, Reference Services, Global Pricing and Derivatives Centers of Excellence (COEs). These COEs were 24-hour global operations businesses with staff in multiple global locations. Responsibilities included calculating NAVs, sourcing and delivering complex data market, providing project management, enterprise market data vendor management and contract negotiations.

Carol has 20+ years of experience in financial services. Prior to joining State Street, she held management positions at the Boston Company where she was responsible for a variety of fund accounting, client service and pricing operations functions.

Carol received her Bachelor of Science and MBA degrees from Suffolk University.

David Saul is senior vice president and chief scientist at State Street Corporation, reporting to the chief information officer.  In this role, he is responsible for proposing and assessing new advanced technologies for the organization as well as evaluating technologies already in use at State Street and their likely evolution in order to reinforce the organization’s leadership position in financial services.

Mr. Saul previously was chief information security officer, where he oversaw State Street’s corporate information security program, controls and technology. Prior to that, he managed State Street’s Office of Architecture, where he was responsible for the overall enterprise technology, data and security architecture of the corporation. Mr. Saul joined State Street in 1992 after 15 years with IBM’s Cambridge Scientific Center, where he managed innovations in operating systems virtualization, multiprocessing, networking and personal computers. Mr. Saul serves as a trustee of the Massachusetts Eye and Ear Infirmary. In 2007 he was honored with a Computerworld Premier 100 IT Leader Award.  American Banker named Mr. Saul as one of its Top Innovators of 2013 for his work on data semantics and standards.

Mr. Saul holds bachelors and master’s degrees from the Massachusetts Institute of Technology.

Mr. Serven is a Vice President with State Street Corporation.  Working as part of the IT Strategy and Governance organization, Mr. Serven is responsible for Information Lifecycle Management which focuses on policies and practices related to the management of State Street’s digital data footprint.  In previous roles he has served as Head of Client Technology for EMEA and Head of IT for State Street Switzerland.

As a Director of Solutions Engineering for Trillium Software Mr. Shannon works with companies world-wide to assist them with business and technology solutions around data quality and data governance. His extensive background in the data management workspace comes via his hands-on experience with business applications, data governance and data quality implementations. Over the past 18 years Dan has provided his clients with best practices and practical experiences from 100’s of data management and data quality engagements.

Devesh Shukla leads enterprise reference data product development within Bloomberg Enterprise Solutions.

Since joining Bloomberg Enterprise Solutions in February 2010, Mr. Shukla has played an instrumental role in enhancing reference data products by expanding the content offered and redesigning the commercial model to align it with client needs.

Prior to joining Enterprise Solutions, Mr. Shukla spent nearly 4 years working with the Bloomberg Global Data Acquisition team, to source and manage content for reference data, pricing and corporate actions across a multitude of asset classes.

Mr. Shukla earned his Master of Business Administration (MBA) degree from New York University.

Tim Swan is the Director of Data Quality Management in the Data Management Office of MUFG Union Bank, where he is actively engaged in driving the firm’s enterprise data management strategy and leading a variety of initiatives focused on enhancing the value of data as an enterprise asset.  These efforts include work in data governance, quality management, master and reference data management, metadata management, data operations, and business process improvement.  Prior to joining Union Bank, Mr. Swan spent over 20 years managing technology strategy and delivery for top financial services firms including Blackrock and Barclays Global Investors.

Larry is the founder and CEO of TABB Group, the financial markets’ research and strategic advisory firm focused exclusively on capital markets. Launched in 2003 and based on the interview-based research methodology of “first-person knowledge” he developed, TABB analyzes and quantifies the investing value chain from the fiduciary, investment manager, broker, exchange and custodian, helping senior business leaders gain a truer understanding of financial markets issues.

In March 2012, the US Commodity Futures Trading Commission selected Larry to assist their CFTC Technical Advisory Committee as a member of its Subcommittee of Automated and High Frequency Trading (HFT) to create a definition for high frequency trading within the context of automating trading systems.  In September 2012 he was invited by the US Senate Committee on Banking, Housing, and Urban Affairs to testify at the Senate Subcommittee on Securities, Insurance and Investment session on “Computerized Trading: What Should the Rules of the Road be?”, chaired by Senator Jack Reed (D-RI).

Mark is the Chief Data Officer, Chief Data Scientist and founder of Decision Machine, a global data science consultancy based in New York City.  He is an authority on data quality measurement and control, and a global leader in scientific approaches to business data analysis, including risk and control analyses.

Prior to founding Decision Machine, Mark worked for ten years at Citigroup and held a number of enterprise architecture leadership positions in Global Functions, Enterprise Architecture Governance, and the Chief Data Office.  Prior to Citigroup, Mark was an enterprise business architect and consultant, focusing on financial services, pharma and transportation logistics for Fortune 100 companies.

Mark holds a doctorate in Applied Mathematics and Theoretical Physics from Cambridge University, England.

Joseph Turso is a Vice President at SmartStream. He has over 15 years of experience in Securities Reference Data supporting and building data solutions for buy side and sell side firms. Prior to joining SmartStream in 2013, he was an Executive Director at Morgan Stanley for 18 years. For most of this tenure he worked in the Enterprise Data Group with roles in Program Management, Business Analysis, Data Operations and Market Data Sourcing. He was also a Director in the Enterprise Data group at Bank of America / Merrill Lynch. He was also a Director in the Data Management Group at Citadel LLC. He has been actively involved in helping define the data services currently being offered by the joint venture between SmartStream and Euroclear to develop a Centralized Data Utility.

Krishnan Vaidyanathan is Vice President, Risk Data Analytics and is responsible for Data Analytics for the Corporate Risk Function of Fidelity Investments the largest mutual fund company in the Unites States, the No. 1 provider of workplace retirement savings and a leading online brokerage firm. Prior to this Krishnan was the Vice president, IT Product Management of FIMT, the Information Technology division of Fidelity Management & Research Company (FMRCo), the investment arm of Fidelity Investments, Krishnan was responsible for IT  & Data Product Management, Strategy and Data Modeling for FIMT.

Krishnan joined Fidelity in 1999 and he worked in the retail brokerage division of Fidelity until 2004. He played a key role in adding cutting-edge features to Fidelty.com. Since then he worked for the FMRCo, the investment arm of Fidelity and  lead multiple technology Initiatives in the fields of Investment Compliance, Proxy Voting and others. He was also responsible for Data Product Management and Enterprise Data Modeling for the integrated common data store which is the foundation of FMRCo’s multi-year technology strategy. 

Prior to joining Fidelity, Krishnan was a software engineer at PTC, a mechanical CAD software company where he was in the core team that built their Product Data Management product line. Krishnan has over 20 years of experience in IT and software product development.

Takayoshi Wiesner is a Vice President in Global Capital Markets at Morgan Stanley. He is a desk strategist in the Morgan Stanley Strats & Modeling (MSSM) team, which provides revenue-generating activities that are centered on financial analytics. Previously, he was a Vice President at Mizuho Bank where he led credit modeling efforts as a portfolio risk manager for both credit trading portfolios and the banking book loan portfolio. He also currently serves as a Subject Matter Expert for PRMIA's Risk Culture Group and Risk Capital and RAROC Group. He has a Master’s degree in Statistics from Columbia University, a Master’s degree in Quantitative Methods in the Social Sciences from Columbia University and a Bachelor’s degree in Economics with the Highest Distinction from University of California, San Diego.

Martin Williams is recognized as an expert on the creation, collection and distribution of high-quality reference data for use across the financial instrument processing lifecycle. As vice president of Interactive Data Pricing and Reference Data’s Reference Data Product Development team, Mr. Williams is responsible for the product strategy and for identifying and developing new business opportunities for Interactive Data in the Reference Data market. Since assuming this role, Mr. Williams has led the development and introduction of several completely new reference data offerings including the Business Entity Service which is designed to help clients meet their requirements for managing credit, market and operational risk, and compliance under a variety of global risk management and liquidity risk regulations. Mr. Williams has also been instrumental in the development and implementation of the firm’s next-generation reference data strategy which is bringing to market a set of transformational new services targeting data management and usage throughout the enterprise.

Dr. Alexander D. Wissner-Gross is an award-winning scientist, inventor, and entrepreneur. He serves as an Institute Fellow at the Harvard University Institute for Applied Computational Science and as a Research Affiliate at the MIT Media Laboratory. He has received 115 major distinctions, authored 16 publications, been granted 22 issued, pending, and provisional patents, and founded, managed, and advised 4 technology companies, 1 of which has been acquired. In 1998 and 1999, respectively, he won the U.S.A. Computer Olympiad and the Intel Science Talent Search. In 2003, he became the last person in MIT history to receive a triple major, with bachelors in Physics, Electrical Science and Engineering, and Mathematics, while graduating first in his class from the MIT School of Engineering. In 2007, he completed his Ph.D. in Physics at Harvard, where his research on programmable matter, ubiquitous computing, and machine learning was awarded the Hertz Doctoral Thesis Prize. A popular TED speaker, his talks have been viewed more than 1.7 million times and translated into 26 languages. His work has also been featured in more than 150 press outlets worldwide including The New York Times, CNN, USA Today, the Wall Street Journal, and BusinessWeek.

Max Yankelevich is the CEO and co-founder of WorkFusion, the leading platform for data collection and enrichment. WorkFusion was born of his research in 2009 with MIT’s CSAIL, which combined AI and online workers to identify fraud in financial transactions. Recognizing a larger challenge, Max founded WorkFusion in 2010 to improve the quality, speed, and efficiency of enterprise data by pairing online workers with machine learning to train and maintain automation algorithms. Max previously founded and sold Freedom OSS, one of Amazon Web Services’ (AWS) first integration partners, and was among the first entrepreneurs to spot the cloud computing opportunity. A software and systems architect by background, Max has dedicated his efforts to enterprise technology, leading SOA teams at companies such as Double-Click, Deutsche Bank, AIG and D&B. WorkFusion is the culmination of his commitment to bringing transformative innovation to businesses through exponential technology.