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Corporate actions data is key to high quality reference data, which in turn is key to efficient and effective data management processes that support not only regulatory compliance, but also business initiatives. So, how best can corporate actions data be managed, what challenges does it present, and what solutions are available to help financial institutions get it right?
Join the webinar to find out about:
Moderator: Sarah Underwood, Editor,
Kerry White, Executive Director, Asset Owner Segment, J.P. Morgan
Brian Lott, Enterprise Content, Bloomberg L.P.
Executive Director, Regional Head North America Position Services
James (Jim) Monahan is an Executive Director and Regional Head of the America’s Institutional Asset Servicing Group at Morgan Stanley, managing groups in Baltimore and the New York Morgan Stanley offices. He attended St. John’s University with a major in English. He is a Past President of the Corporate Action Section within SIFMA’s Operations and Technology Society, a member of the Capital Markets Working Group at SIFMA and a member of the DTCC Asset Advisory Board. Jim has over 25 years brokerage operations experience with a primary focus being on domestic and global Corporate Actions, other areas of experience are: Risk Management, Stock Loan Operations, P&S reconciliations, Settlements and Global Project Management.
Executive Director, Asset Owner Segment
Kerry has been part of the financial services industry for over 25 years and currently leads J.P. Morgan’s Asset Owner product strategy. In this capacity she works closely with Product Managers, Risk and Technology to ensure successful development and implementation of new and enhanced products for J.P. Morgan’s Asset Owner clients. Prior to joining J.P. Morgan, Kerry spent 20 years in various managerial roles with BNY Mellon and legacy Mellon organizations subsequent to eight years with Merganser Capital Management. At Merganser her areas of focus were back office operations, financial reporting, relationship management, and client reporting for primarily tax exempt clients.
Brian has been leading industry initiatives for over 30 years and currently manages reference data content and corporate actions for Bloomberg. Brian is currently driving the launch of Bloomberg’s enhanced corporate action product offering to support trading, risk, accounting and settlement needs. Prior to joining Bloomberg Brian was COO of Capco Reference Data Services and Chief Knowledge Officer for Goldensource Corporation (formally Financial Technologies International), delivering technology and solutions to support centralized security master initiatives.