Conference Program

See the schedule below. Click on the session heading for more information.

Plenary Keynote Sessions:

Opening Business Keynote: Improving Operational Performance Through the Creation of a Market Data Distribution
With new regulatory requirements in place, the need for operational efficiency increases as companies struggle with risk and compliance.

Listen to Dr. Alexander Natter of Commerzbank as he provides an in-depth look into a financial institution’s process of managing risk through a market data distribution service.

* Dr. Alexander Natter, Market Data Project Lead and Senior Business Analyst, Commerzbank AG
* Phil Lynch, President and Chief Executive Officer, Asset Control

Pre-lunch Technology Keynote: The ‘Big Data’ Era is Here!
Join Bill Cook, President of the Data Computing Division of EMC Corporation, as he defines "Big Data" management, storage and analytics and how Greenplum can address these issues as well as the explosion of data volumes. He will present EMC’s data management vision as it relates to Trade Surveillance and Enterprise Risk challenges today and give us insight into what to expect in the future.

* Bill Cook, President, Data Compute Division, EMC

A-Team Group’s North American Valuations Benchmarking Report
Andrew Delaney, A-Team’s editor-in-chief, introduces A-Team’s comprehensive valuations benchmarking project and offers insight into early findings of the North American buy side report.

* Andrew Delaney, President & Editor in Chief, A-Team Group

Main Conference Sessions:

Dodd-Frank’s Data Management Challenges
Listen to key stakeholders in the regulatory arena, including the Fed’s own CDO John Bottega, discuss the renewed regulatory focus on data quality and the data management challenges arising from Dodd-Frank for market practitioners.

What’s really going on behind the scenes at the Office of Financial Research and what will it mean for you? Mitre’s Shaun Brady also provides an insight from behind the regulator’s front lines.

* Virginie O’Shea, Managing Editor, A-Team Insight (Moderator)
* John Bottega, Chief Data Officer, Federal Reserve Bank of New York
* Shaun Brady, Principal, MITRE
* Ben Keeler, Director of Practice Development, Citisoft
* Tim Lind, Head of Strategy and Business Development, Enterprise Content, Thomson Reuters

Know Your Data: Data Quality on the Agenda
What is being demanded by customers and regulators? How does one architect data management and risk systems to meet renewed data transparency requirements? What about data quality and improving it? Does garbage-in, garbage-out still exist as an issue? Listen to practitioners including HSBC’s Peter Serenita discuss best practices in data quality assurance.

* Virginie O’Shea, Managing Editor, A-Team Insight (Moderator)
* Angela Bouton, Owner and Individual Consultant, ERNIC Solutions
* Judah Seidman, Supply Management Market Data Lead, Credit Suisse Securities
* Peter Serenita, Global Head of Data Management – COBAM, HSBC
* Sanjay Vatsa, Managing Director and Head of Transformations, Citi Securities & Fund Services

Integrating Data for Risk Management and Analytics
How pricing, valuations and other enterprise information feed into risk management, position calculations, P&L and risk reporting mechanisms. What are financial institutions doing to ensure consistency in their top-level business metrics and reporting? How are their systems dealing with managing disparate data sources across the enterprise, and accessing this data on demand?

* Andrew Delaney, President & Editor in Chief, A-Team Group (Moderator)
* Dr. Steele Arbeeny, Director of Strategic Business Technologies, GL Associates
* Amir Halfon, Senior Director, Technology, Capital Markets, Global Financial Services, Oracle
* Rory McClure, Senior Director, Credit Solutions, Algorithmics
* Mike Salk, Director, Moody’s Analytics
* Rich Shriver, Managing Partner, R. Shriver Associates

Pre-Trade Analytics, Models and Risk Controls
What options are available to ensure firms are complying with new regulations before the trade is made? How can historical tick data be leveraged to help build winning models while ensuring compliance? How are market practitioners tapping new data sets to drive analytical models that give them a trading edge?

* Andrew Delaney, President & Editor in Chief, A-Team Group (Moderator)
* Jeffrey Kimsey, Associate Vice President, Global Data Products, NASDAQ OMX
* Peter Lankford, Founder and Director, STAC
* Justin Magruder, President, Noetic Partners
* Partha Sen, CEO and CVO, Fuzzy Logix
* Ryan Terpstra, CEO, Selerity

Valuations Best Practices
How are practitioners viewing the evolution from US GAAP towards International Financial Reporting Standards (IFRS)? What are the perceived challenges ahead? In the current market, what are the challenges in sourcing valuations for complex instruments? Learn best practices and coping strategies from industry peers that are also dealing with the increased transparency requirements and triple sourcing issues of the current pricing and valuations environment.

* Virginie O’Shea, Managing Editor, A-Team Insight (Moderator)
* Mark Abramowitz, Director, US Taxables, S&P Securities Evaluations
* Perry Beaumont, Head of Evaluated Pricing Research and Development, SIX Telekurs
* Brian Buzzelli, Americas Head - Pricing and Reference Data, Thomson Reuters
* John Lynch, Vice President, Head of Pricing, Alliance Bernstein
* Kevin Samborn, Vice President, Valuation and Risk Analytics, Sapient Global Markets

Focused Workshop Sessions:

Building A Front-Office Data Store
This workshop will discuss how best to build a data store for front office applications, and how to integrate it with publish/subscribe messaging, to support enterprise requirements, including risk management and trade surveillance.

* Matt Meinel, VP, Market Development, Messaging Business Unit, Informatica
* Richard Reichgut, Principal, Financial Services Industry, EMC Data Compute Division

How Can Pricing Vendors Help Clients with the Changing Regulatory Requirements?
The concept and implementation of fair value practices continues to be a widespread concern throughout the investment community. Some believe that it is the most significant change the industry has ever experienced. Continued regulatory progress and evolving accounting standards are requiring that institutional investors spend more time and effort analyzsing valuation methodologies and assessing the application and of those methodologies.

Come hear industry leaders address the issues. What progress has been made? What remains to be done? How are the independent providers doing? What changes have they made? What changes should be made?

* Mark Abramowitz, Director, US Taxables, S&P Securities Evaluations
* Greg Carlin, Vice President, S&P Valuation and Risk Strategies

Transparency in Evaluated Pricing: Thought Leadership from SIX Telekurs
SIX Telekurs’ Perry Beaumont discusses the challenges and best practices in the current market with regards to providing data transparency around evaluated prices, as required by regulators and clients.

* Perry Beaumont, Head of Evaluated Pricing Research & Development, SIX Telekurs

Please contact virginie.oshea@a-teamgroup.com with your suggestions and feedback