Speakers

Mark Abramowitz
Director, U.S. Taxables
S&P Securities Evaluations

Mark Abramowitz is the Director of U.S. Taxables at Standard & Poor’s Securities Evaluations (SPSE). He manages a team responsible for providing evaluated price opinions on High Grade Taxables, Syndicated Loan Evaluations, High Yield Taxables and Structured Finance. Mark held a number of senior positions having responsibility for initiating, building and expanding pricing coverage for ABS, CMBS, Bank Loans, municipal high yield securities and CDOs.

Mark began his career as a member of the Tax-Exempt High Yield Evaluation Team where he was responsible for analyzing and evaluating a variety of non-investment grade bonds including land-secured debt, housing, education and project finance. Additionally, Mark helped to develop pricing methodologies and procedures for evaluating other domestic and international fixed income securities.

Mark holds an M.B.A. in finance and information technology from the Stern Business School-New York University and a B.B.A. in finance and investments from Baruch College-City University of New York. He is a member of the Municipal Analysts Group of New York (MAGNY) and the National Federation of Municipal Analysts (NFMA).

Dr. Steele Arbeeny Ph.D
Director of Strategic Business Technologies
GL Associates

Steele has been working with real-time trading, risk-management, and compliance analytics in low-latency systems for approximately twenty years.

His successes include interactive web sites that allow users to access centralized databases using a web browser, and web technology systems/networks that utilize email and video communication systems. He has patents pending for work in digital speech processing and securities trading. Steele’s current passion is a visual tool, which interfaces with popular and custom Order Management Systems, that provides out-of the box reports in hours for capital adequacy and Value at Risk — risk by asset class, industry, geography, trader, and/or algorithm.

Perry H. Beaumont PhD
Head of Evaluated Pricing Research and Development
SIX Telekurs

Perry Beaumont took on the role of Head of Evaluated Pricing Research & Development for SIX Telekurs when it acquired CSV Incorporated, the firm he founded in 2006 that focused on pricing complex and illiquid securities using model-based quantitative methods combined with market-based inputs and comparisons.

Perry has devoted more than twenty years to successfully delivering a variety of quantitative solutions, from both an academic and practitioner’s viewpoint. He is a member of the MBA faculty at Fordham University and is a frequent speaker at quantitative forums. He is the author of several books in the quantitative arena, has written numerous articles, and has appeared on CNBC and in the national press. His contributions have been recognized with a number of professional and academic distinctions and awards.

Perry holds both a doctorate and masters in economics from the University of Illinois, with specializations in quantitative methods.

John A. Bottega
Chief Data Officer
Federal Reserve Bank of New York

John Bottega is Vice President and Chief Data Office for the MARKETS Division of the Federal Reserve Bank of New York. John joined the Bank in February of 2009, responsible for driving and implementing the MARKETS Division Data Management strategy, as it satisfies its responsibilities in supporting financial stability, markets analysis and markets monitoring. In this role, John has been responsible for bring together business, technology and governance processes in order to establish a sustainable business data management function supported by a strategic technology infrastructure.

John has also been involved in a number of Bank and system-wide data management efforts, working with fellow colleagues to advance data management strategies within the Bank and across the Federal Reserve Bank system, and has been involved in a number of industry efforts focused on improving data management best practices and establishing industry-wide data and data management standards.

Prior to joining the Bank, John held the position as Chief Data Office for Citi, making him the first person in the finance industry to hold this title. At Citi, he was responsible for planning and managing the Investment Bank’s data management strategy, data policies, operational line functions and data investments.

John has over 30 years of experience managing and transforming reference data functions, having spend 9 of those years at Lehman Brothers from 1990 to 1999 building their data management infrastructure of centralized market data processing and data quality, and 9 years collectively at Merrill Lynch, first as an applications developer, then as Product Manager for their Product & Pricing Data environments.

As an active industry participant, John has given over 2 dozen presentations and participated in dozens of round-table discussions on data management best practices at various Data Conferences globally, including a presentation to the State banks of China, an anti-money laundering conference in Singapore, and a presentation on data management organizational structure and strategy to the US Department of Defense.

John is currently the Chairman of the Board of Directors of the EDM Council (Enterprise Data Management Council), an industry association focused on Financial Industry Data Management. He has also has served as the chairman of the executive committee of the Financial Information Services Division of the SIIA, has been a member of the SIA Standards and Protocol Committee, the Market Data Definition Language Committee and has been a member of the ISO Working Group 10 and Working Group 11 industry standards bodies.

In addition to his role as Chief Data Officer for the Markets Group at the NY Fed, he has been seconded by Treasury as the Senior Advisor to the Director of the Office of Financial Research, responsible for assisting the Office in setting up its data management function (what they refer to as their "Data Center"). In this role, he will be spending part of his time in Washington and the rest of his time in NY, continuing his full responsibilities at the NY Fed.

Angela C. Bouton
Principal
ERNIC Solutions

Angela C. Bouton, presently an independent consultant since 2008 for her own firm ERNIC Solutions has over 20 years experience in the area of financial market data. Working with global clients, Angela has a track record of successfully implementing new technologies and managing associates across functional lines of business. Angela’s keen sense of understanding the user’s needs and communicating insightful knowledge to back office developers and vendor firms has allowed her to gain a respected reputation within the industry, especially in the areas of business continuity, vendor management, global sourcing and overall project management. Angela is an innovator and skilled negotiator with proven record of obtaining substantial savings working with CEOs, CIOs, business and technology senior level executives, traders, analysts and portfolio managers of both vendor firms and financial institutions. She is a strategic driver of information services with expertise in areas such as fundamental, real time, index, reference and back office data. For much of Angela’s career, prior to having her own consulting business, she was responsible for market data globally for The Capital Group Companies, Inc. in Los Angeles. She also spent time in various capacities while working in the investment arena, banking, and consulting space.

Dr. Shaun Brady
Principal
MITRE

Dr. Shaun Brady has spent almost 30 years supporting the risk management needs of many of the world’s largest financial institutions. He began his career as a state bank regulator, transitioned into banking - becoming a senior credit officer and then running a $1 billion lending operation - before using his master’s thesis on securitization to build a consulting firm in the early 90’s. He was asked to advise, and then run, a Congressionally chartered institution similar to the Office of Financial Research (OFR), and subsequently helped 2 of the largest loan servicing and accounting software vendors develop new risk and regulatory capital management related data offerings for the industry. Dr. Brady is currently a principal at MITRE, a federally funded research and development center focused on serving the public interest. The non-profit organization applies its expertise in systems engineering, information technology, operational concepts, and enterprise modernization to objectively address its sponsors’ mission critical needs. He focuses on working with academia and the industry to research and assess the tools and methodologies necessary to identify, monitor and respond to systemic risk in the financial system. He has a B.Sc. in Int’l Finance from San Francisco State University, and his Masters in MIS and Doctorate from the University of Maryland.

Brian Buzzelli
Americas Head - Pricing and Reference Data
Thomson Reuters

Brian Buzzelli is Vice President and the Americas Head for the Pricing and Reference Data business at Thomson Reuters. In this role he is responsible for premium client business relationship management, premiere consultative clients, strategic third-parties, data licensing and deal development; and has responsibility for America’s Pricing and Reference Data financial performance. Brian has a prominent profile in the industry and is a member of the Software and Information Industry Association, Financial Information Services Division and the Enterprise Data Management Council.

Prior to joining Thomson Reuters Brian served as vice president for Global Asset Services - GIA Outsourcing Services at Mellon Financial in Pittsburgh. Before this, Brian was a manager at GST Eagle Application Development, Global Securities Technology (GST), Mellon Financial, and vice president at Financial Services Consulting Firm, Access Data.

Brian holds both a Master of Business Administration and a Master of Science in Management of Information Systems from the Katz Graduate School of Business, University of Pittsburgh with technical Bachelor of Science from Carnegie Mellon University.

Greg Carlin
Vice President
S&P Valuation and Risk Strategies

Greg Carlin, Vice President, Standard & Poor’s Valuation and Risk Strategies, is responsible for the Product Management team focused on the fixed income mark–to-market needs of industry participants. In this role, Greg has general manager responsibilities for all the business and product development activities of the business unit.

Greg has over twenty-five years experience in the fixed income market, functioning in a number of capacities throughout his career. His experience includes ten years in a securities pricing role, where he managed the development of a proprietary evaluation system for the pricing of over 3 million taxable and tax-exempt securities. Prior to his current role Greg spent seven years in a business development capacity focused on the development of solutions across all credit market needs.

Greg holds a B.S. in Finance from The University of Scranton and an MBA in Real Estate Investment from Rutgers, The State University of New Jersey. He is active in many industry groups and currently serves on the Executive Committee of The Software & Information Association’s Financial Information Services Division.

Bill Cook
President, Data Computing Division
EMC

Bill Cook leads the Data Computing Products Division (DCD) as SVP and GM, and was CEO of Greenplum prior to its acquisition by EMC. Prior to Greenplum, Bill served as Executive Vice President, Sales and Service at Penguin Computing, a high-performance computing and Linux systems vendor. Prior to Penguin Computing, Bill spent 19 years at Sun Microsystems, most recently as Senior Vice President of US Sales, in this position he led a field force of 3,500 with revenues in excess of $5 billion. Additionally while at Sun, Bill helped lead the Sun worldwide storage business unit, as well as implementing Sun’s Global Account model and strategic sales organization. Previously, Bill held positions at Machine Vision International and Datapoint Corporation.

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

Andrew Delaney is A-Team’s president & editor-in-chief, based in London and New York. He has been involved in information gathering and dissemination around financial markets IT since 1987. He joined A-Team in 2002 to spearhead the company’s publishing activities and is responsible for A-Team’s offerings in the pre-trade information and electronic transactions areas.

Before joining A-Team, Andrew spent three years launching a financial information distribution platform aimed at the off-trading-floor marketplace. Prior to that he spent 11 years at Waters Information Services in a variety of senior roles including editor-in-chief, senior vice president of global sales, and general manager of North American operations. He also spent time with Banking Technology magazine in London and The Wall Street Journal in Brussels.

Amir Halfon
Senior Director, Technology, Capital Markets, Global Financial Services
Oracle

Amir Halfon is a Senior Director of Technology at Oracle Financial Services Global Business Unit, in charge of developing technical solutions that target industry concerns such as low latency trading, Big Data analytics and hybrid cloud computing.

Amir came to Oracle via the acquisition of Sun Microsystems, where he was CTO for Global Financial Services. He has held several field and engineering positions at Sun prior to that, including Senior Software Architect at Sun’s Cloud Computing division and at the Sun Java Center.

Ben Keeler
Director of Practice Development
Citisoft

Ben Keeler is Citisoft’s Director of Practice Development.  In addition to supporting the strategic delivery needs of Citisoft clients, Ben leads the practice’s thought leadership and methodology development activities. Ben had dedicated 13 years to the investment management industry and has delivered innovative technology and operations solutions and research to some of the world’s leading investment managers. Ben has extensive business and systems subject matter expertise in trading, portfolio management, investment accounting, data management, compliance, and client reporting.

Prior to joining Citisoft, Ben was the Director of Research for the Technology Council at Cutter Associates where he led the delivery of industry leading research to over 135 global buy side firms, including eight of the top ten largest investment management firms in the world.  Prior to that, Ben was employed by Macgregor/ITG and PricewaterhouseCoopers in senior level professional services positions.

Jeffrey Kimsey
Associate Vice President, Global Data Products
NASDAQ OMX

Jeff Kimsey is Associate Vice President of Global Data Products for the NASDAQ OMX Group, the world’s largest exchange company. He is responsible for the ongoing growth, maintenance development and support for all data products within the Americas. These products cover a variety of different asset classes such as equities, options, indexes and mutual funds and include NASDAQ TotalView, NASDAQ Level 2, Top of PHLX Options, Mutual Fund Dissemination Service, Global Index Data Service, NASDAQ Data-on-Demand, NASDAQ Market Replay and many others.

Mr. Kimsey has been with NASDAQ OMX since 2001 and was previously Director of Research and Development for the company’s Data Products division. Additionally, Mr. Kimsey held various other positions within the Internal Data Products department.

Before arriving at NASDAQ OMX, he worked at Micros Systems, Inc. in many aspects of research and development including testing, developing and product management. Mr. Kimsey holds a Bachelor in Finance from the University of Maryland and a Masters in Business Administration from Loyola College.

Peter Lankford
Founder and Director
STAC

Peter Lankford is founder and director of STAC® , the Securities Technology Analysis Center (www.STACresearch.com). STAC facilitates the STAC Benchmark Council™, a group of leading trading organizations and vendors that specifies standard ways to measure the performance of trading solutions. End-user members can use published STAC Benchmarks™ to assess new technologies and can also relate these reports to their existing systems by using standardized STAC Test Harnesses™ in the privacy of their own labs.

Prior to STAC, Peter was Senior Vice President of Information Management Solutions at Reuters, where he led the $240M market data systems business. Peter’s team led Reuters into the business of low-latency direct exchange feeds and catalyzed the widespread adoption of Linux on Wall Street by making the Reuters Market Data System (RMDS) the first major product for the securities industry on that platform. Prior to Reuters, Peter held management positions at Citibank, First Chicago Corp., and operating-system maker IGC. Peter has an MBA, Masters in International Relations, and Bachelors in Chemistry from the University of Chicago.

Tim Lind
Head of Strategy and Business Development, Enterprise Content
Thomson Reuters

Tim Lind is Global Head of Strategy and Business Development, Enterprise Content, Thomson Reuters. In this role he is responsible for driving continued growth in the firm’s content business related to evaluated pricing, reference data, corporate actions, and legal entity. Tim brings more than 22 years domestic and international experience in the securities industry with a particular focus on the strategic deployment of technology to manage data, transaction processing, and risk management. His expertise includes 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.

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.

John Lynch
Global Head of Pricing
Alliance Bernstein

John Lynch is global head of pricing for Alliance Bernstein. He was previously pricing manager at Blackrock and head of pricing at data at EJV/Bridge Information Systems.

 

Phil Lynch
President and Chief Executive Officer
Asset Control

As chief executive, Phil Lynch is highly experienced in the strategic growth and transformation of financial services, technology and media businesses into customer-focused organizations. Prior to Asset Control, his contributions at Reuters America led to doubled revenue over five years as CEO, and the advent of enterprise solution offerings as co-CEO, EVP and other positions since 1988. Earlier in his career, Phil played key roles at brokerage Centennial Farms and the New England Patriots.

Justin Magruder
President & Chief Executive Officer
Noetic Partners

Justin is the founder and President of Noetic Partners. He was Vice President for Enterprise Information Strategies and Management at Freddie Mac from 2007 to 2009 and managed the enterprise data warehouse, reference data services, market data services, and developed the company’s enterprise data dictionary.

Prior to joining Freddie Mac, Justin had more than 15 years of financial services experience designing, implementing and operating data management processes and systems in leadership positions as Director of Market Data and Technology Strategy at Deutsche Asset Management, and as Reference Data Services Program Manager at J. P. Morgan & Company. Justin was a partner with HP-Knightsbridge and managed client relationships with UBS Investment Bank, JP Morgan and Thomson Financial.

Justin earned a B.A. from Colorado College and an MBA in Finance from Columbia Business School. He has also worked with the Information Quality program at the MIT Graduate School of Engineering. He has been a featured speaker at the Mortgage Bankers Annual Convention, the Mortgage Bankers Technology Convention, the MIT Information Quality Consortium, the Financial Information Management Association convention, and many other industry events.

Rory McClure
Senior Director, Credit Solutions
Algorithmics

Rory McClure is Senior Director, Credit Solutions at Algorithmics. Previously Global Product Manager for Algorithmics Credit Lifecycle Products, he is currently responsible for market development of Algorithmics Credit Lifecycle, ALM, Liquidity, and Strategic Business Planning products in North America. Rory has over 35 years of experience in developing and implementing systems and professional services, both in a consultancy and entrepreneurial capacity. He is responsible for multiple US software patents.

Matt Meinel
VP, Market Development, Messaging Business Unit
Informatica

In 1984-1986, Matt worked with Mark on the team that designed and built the original Reuters Triarch system at Rich/Reuters. Following that, Matt spent more than 15 years at UBS Investment Bank and its predecessor organizations - Swiss Bank Corp and O’Connor & Associates - starting as software architect/project leader with O’Connor and rising to CIO-level positions at Swiss Bank Corp. and later in the Fixed Income & Treasury Division of UBS. Matt spent five years living and working in London and ran global IT development groups at UBS for more than 10 years. Matt also served on the board of Swapswire.com and helped create FPML, serving as founder co-chair of the Standards Committee.

From 2003 until joining 29West in January of 2006, Matt had been providing IT management consulting and coaching to IT companies, such as Red Hat, serving the global banking community. Since joining 29West, in January of 2006, Matt has been driving our global strategy to meet the enterprise messaging needs of the top tier banks worldwide.

Dr. Alexander Natter
Market Data Project Lead and Senior Business Analyst
Commerzbank AG

Dr. Alexander Natter presently fills the role of business project lead in the following two projects ‘Integration of the Commerzbank and Dresdner Bank Marketdatabase’ and ‘Setting up of new regulatory requirements’, i.e. new VaR calculations by the supervising authority due to the financial crisis. In addition, he is responsible for external customer relations with regards to the delivery of derived data. He gained experience as a multi project lead in two major projects implementing the company-wide data warehouse for Basel II credit and the balance sheet report. In 2000 he started working at the Dresdner Bank in the field of software lifecycle and software repository management focusing on design and data modelling.

Virginie O’Shea
Managing Editor
A-Team Group

Virginie O’Shea is managing editor at A-Team Group. Prior to her appointment at A-Team, Virginie was group editor of Investor Services Journal and Alternatives magazine and before that, she was editor of STP Magazine and online service stpzone.com.

Virginie was also editor of several international newsletters in the banking space for Informa, including International Payments and Back Office Focus. Prior to that, she was editor of Pensions International and Financial Regulation International. Virginie began her career as a journalist writing for Informa’s insurance division on titles including World Insurance Report and Liability Risk and Insurance.

Richard Reichgut
Principal, Financial Services Industry
EMC Data Compute Division

Previously, as the director of financial services for the Collaborate Software Initiative (CSI), Richard Reichgut was responsible for leading the company’s sales and business development in its financial services practice. In this role, he developed the CSI Open Market Data (OMD) initiative and spearheaded its successful customer participation program.

Prior to that Reichgut headed up Financial Services Industry Marketing at AMD, where he was responsible for the company’s financial services strategy. Reichgut served as the liaison between the financial services community and AMD - relaying their unique industry needs to AMD’s engineering and product management teams. While at AMD, Reichgut managed market data, algorithmic trading and multi-core programming issues and worked closely with key financial institutions, independent software vendors (ISVs) and market-data providers.

Reichgut also spent ten years at Sun Microsystems, where he was brought in to establish Sun technology on the trading floor and was influential in spearheading its Java development and sales venture divisions. Additionally, he has held positions at New Era of Networks, Inc. (NEON), Novera Software and Quotron. A graduate of the University of Texas, Reichgut holds a bachelor’s degree in computer science.

Mike Salk
Director, Senior Product Strategist
Moody’s Analytics

Michael Salk is Director, Senior Product Strategist, Content Licensing and Data Feed Products for Moody’s Analytics. Mike is responsible for product and strategic management for a global portfolio of rating, research and analytic content services which are delivered direct and via business partners to financial institutions.

Mike has more than 20 years information industry experience developing and marketing financial products. Prior to Moody’s, he oversaw management of financial news and market data products at the Associated Press. Mike has also worked for Reuters, as Global Head of Text and Online products for Reuters Media, and was Global News Manager for the Investment Banking & Brokerage segment. Earlier in his career, Mike was Vice President Strategy for BridgeNews, where he provided strategic, product and financial oversight for the news division. He also held a number of marketing positions with IDD Information Services.

Mike holds a Bachelor of Science degree in management from Worcester Polytechnic Institute and an MBA from Carnegie Mellon University.

Kevin Samborn
Vice President, Valuation and Risk Analytics
Sapient Global Markets

Kevin Samborn, Vice President, Valuation and Risk Analytics at Sapient Global Markets, joined the company in 2009, and brings over 20 years of financial services and software engineering expertise to the company. Focusing on valuation and risk management initiatives for clients, Samborn provides consulting around pricing policies, risk methodology and model selection / validation, as well as technical implementations of custom and third-party analytics libraries.

Prior to Sapient Global Markets, Samborn was Chief Technology Officer (CTO) and Senior Vice President at Numerix, a pricing analytics software company, specializing in structured credit, structured notes and their hedges for FAS 133 / IAS 39 accounting.  In this role he was responsible for all professional services and integration of Numerix Models with partners such as Bloomberg, and leading systems vendors including Summit, Murex, Calypso, Thomson Reuters, Sungard, Acumen, and Algorithmics.

Throughout his career Samborn has worked with various financial institutions including LCH.Clearnet, The US Treasury, NYSE Euronext, JPMorgan Chase, Credit Suisse, World Bank, ING, Bank of America, Fidelity, Wellington, Blackrock and Goldman Sachs.

Judah P. Seidman, C.P.M
Supply Management Market Data Lead
Credit Suisse Securities

Judah P. Seidman, C.P.M. is currently the supply management market data lead at Credit Suisse Securities in New York. where he is responsible for all aspects of market data commercial sourcing including gathering technical and business requirements, global coordination on standards and benchmarks, contract compliance, renewals, expense reduction initiatives, master contracts negotiations and exchange compliance. He works closely with the front office, operations and legal groups to provide insight and research on market data and to aid in the operation, maintenance and development market data systems and services. Prior to joining Credit Suisse in April 2006, he held market data analysis positions for UBS PaineWebber and Perot Systems. Judah holds an MBA in public policy from the University of Maryland, and a BA in economics, cum laude, from Yeshiva University in New York. He is a member is ISM-New York.

Partha Sen
CEO and CVO (Chief Vision Officer)
Fuzzy Logix

Partha has a passion for solving complex business problems using quantitative methods, data mining and pattern recognition. For a period of about 12 years from 1995 to 2007, Partha pursued this passion as a hobby and developed about 100 algorithms and over 700 quantitative models. These algorithms and models are the basis for the solutions being implemented by Fuzzy Logix today.

Before founding Fuzzy Logix, Partha worked at Bank of America where he held senior management positions in the commercial and investment bank and in the portfolio strategies group. In the commercial and investment bank, Partha led the initiative to build a quantitative model driven credit rating methodology for the entire commercial loan portfolio. The methodology is used by the bank for allocating reserves against potential losses from loans. In the portfolio strategies group, Partha led a team to devise various strategies for effectively hedging the credit risk for the bank’s commercial loan portfolio and for minimizing the impact of mark-to-market volatility of the portfolio of hedging instruments (Credit Default Swaps, Credit Default Swaptions, and CDS Indexes).

Partha was also responsible for managing the Quantitative Management Associate Program at Bank of America. This is a two-year associate development program which has groomed over 75 quantitative managers within the enterprise.

Prior to working at Bank of America, Partha held managerial positions at Ernst and Young and Tata Consultancy Services. He has a Bachelor of Engineering, with a major in computer science and a minor in mathematics from the Indian Institute of Technology. He also has an MBA from Wake Forest University.

Peter Serenita
Global Head of Data Management – COBAM
HSBC

Peter Serenita is the Global Head of Data Management – COBAM (Client On-Boarding and Account Maintenance) at HSBC. In this role he is responsible for two global change programs, the global entity (client) data management program and the global trading account data strategy across Global Banking and Markets, as well as the global entity and trading account ‘run the bank’ operations.

Before joining HSBC, Peter was a 28-year veteran of JPMorgan having held several key positions in business and information technology. He was the Global Head of Pricing Operations and the Global Head of Market Data Service Vendor Management at JPMorgan’s Worldwide Securities Services. Previously, he was the Chief Data Officer for Worldwide Securities Services responsible for the development of information and technology practices to fully integrate data across the Worldwide Securities Services businesses and the firm.

He served as head of Global Reference Data Services for the Shared Technology and Operations group at JPMorgan, overseeing reference data for the wholesale portion of the firm, which includes the Investment Bank, Private Bank, Commercial Bank, Treasury and Security Services and Investment Management. He helped consolidate technology platforms to converge data from disparate sources resulting in improved data quality and reduced cost. He also consolidated and restructured the reference data operations teams into a dual-hub model resulting in improvements in information quality, controls, operational efficiency and a significant reduction in costs.

Previously, he was Chair of the JPMorgan Enterprise Architecture Board, which established cross-business consistency and better integration across the firm of architecture standards and design methodology. He has also served as Chief Architect of Finance and Corporate Risk, Head of Corporate Risk Application Development and Head of Foreign Exchange Application Development.

Mr. Serenita holds a Bachelor’s Degree in Computer Science from New York University.

Rich Shriver
Managing Partner
R. Shriver Associates

Rich Shriver has over 20 years of experience in Finance and Technology, and Manufacturing Systems. He has worked for several leading international banks, broker dealers, securities exchanges and vendors.  Rich has a focus on market information and electronic trading and is an active participant in the activities of FIX Protocol Ltd.

Ryan Terpstra
Founder and CEO
Selerity

Ryan Terpstra is the Founder & CEO of Selerity, responsible for the overall strategic direction, operations, and leadership of the company. Prior to Selerity, Ryan was the Director of Quantitative News at Thomson Reuters, the world’s largest financial information services provider. At Thomson Reuters, he led the design, build, and launch of Thomson Quantitative News (TQN), a machine-readable news offering for investment managers. Previous to building TQN, Ryan worked as a Senior Strategist in the Corporate Strategy group developing growth strategies for Thomson Financial across quantitative trading, advanced analytics and financial news. During his tenure, Ryan also worked for the World Economic Forum in the Center for Global Industries, working on projects for the Forum’s financial services and alternative investment members.  His tenure ended after attending the Forum’s Annual Meeting in Davos, Switzerland.  Before Thomson Financial, Ryan was a co-founding team member at Gerard Biotech, a biotechnology start-up where he held various strategy, business development, and sales roles. In his spare-time, Ryan enjoys traveling, private aviation, and studying classic American & war history. He holds a B.A. in Finance and graduated with honors from Miami University (Ohio) and currently resides in New York City.

Sanjay Vatsa
Managing Director, head of Transformations
Citi Securities & Fund Services

Sanjay Vatsa, Managing Director is head of Transformations at Citi Securities & Fund Services. He is responsible for leading and executing transformation initiatives, operations strategy, Right Placement and Indian off shoring, Enterprise Data management & leadership. Project Management Office (PMO) and the UAT group. He joined Citi in July of 2007 in Citi Global Wealth Management ad Head of Business Process Reengineering, Operation Strategy and Right Placement. He is a member of Citi Data Council, Citi PMO council and GTS Technology Council.

At GWM he was Head of Reengineering responsible for driving revenue, organization and expense reengineering efforts that resulted in significant realized value. Prior to joining Citi, Sanjay was in BlackRock.

Mr. Vatsa joined BlackRock following the merger with Merrill Lynch Investment Managers (MLIM) in 2006. During his MLIM / BlackRock tenure, Mr. Vatsa held various responsibilities including being the head of the global business strategies and solutions group, responsible for developing strategies globally to identify and implement solutions that meet business and client needs. Mr. Vatsa was also chairman of the global data group responsible for driving the normalization and standardization of data to support data-centric, component-based systems architecture.

Prior to joining MLIM in 2001, Mr. Vatsa was a managing principal at CAPCO, working globally with organizations / exchanges in setting strategies, and delivering new business and revenue models. Mr. Vatsa joined CAPCO from State Street where he was a vice president of special projects and a member of the Chairman’s advisory council that was responsible for defining and driving the implementation of the Global Operating Model for the securities services and the asset management business. .

Sanjay has been an active member in the industry. He was a member of the OMGEO Governance Board and a member of the Executive Board of the Asset Management division of SIFMA. Sanjay has also been the ex-chairman of the Foreign Exchange Committee and the Global Standards Committee at the SIA. He is a member of the Executive Advisory Board of Simon School of Business at University of Rochester

Sanjay is also active member in the community having served as C0-Chair of the American India Foundation Boston Annual Gala chapter in 2010 and is involved with various social, educational and charity organization in US and India. He has various interests and is active investor in new business models and technology driven companies globally

Sanjay is a Chartered Accountant from India and also has a B. Com degree, with honors, in economics and accounting from St. Xavier College in 1981. He has an MBA in finance, organization & markets, and public policy, from the Simon School of Business, University of Rochester. In 2006, Sanjay completed his SII program at Wharton School of Business. Additionally, Sanjay has attended various certificate programs at Wharton, Harvard and Dunchurch College of Management in England.