Adding value with data


New information for 2019 coming soon.

  • Data Quality
  • Data Governance
  • Regulations
  • Data Standards
  • Data Lineage
  • Data Innovation
  • Emerging Technologies: Analytics, AI, Machine Learning
  • Blockchain
  • Alternative Data
  • Diversity in Data  

Registration and Networking over Coffee


Chair's Opening Address: Sarah Underwood, Editor, A-Team Group


OPENING KEYNOTE ADDRESS: Bringing digital transformation to your business

  • Data strategy being critical to success in digital transformation
  • Applications of alternative data and advanced analytics in asset management

Suvrat Bansal, Head of Innovation and Chief Data Officer, Managing Director, ‎UBS Asset Management 


Chief Data Officer Keynote Panel: Adding value with data

  • Data strategy: balancing regulation and innovation initiatives
  • Creating business value: How to use business outcomes to receive buy-in and move beyond data governance
  • Managing business change: Why data is a key unifying force to break down internal silos
  • How can the CDO office help bring about the cultural change necessary to help create a data driven culture and drive business strategy?
  • ROI and progress: What metrics should you use to prove the value to the business?
  • Bringing a DevOps approach to the data world
  • Can we monetize data?

Moderated by: Predrag Dizdarevic, Partner, Element 22
Julia Bardmesser, SVP, Head of Data, Architecture and Analytics, Voya Financial
Rise Zaiser, Chief Data Officer, Sumitomo Mitsui Banking Corporation
Andrew Foster, Deputy Chief Data Officer - Americas, Deutsche Bank
JC Lionti, Managing Director & Chief Data Officer, BNP Paribas CIB Americas


Keynote: Why trusted data belongs in the cloud

  • The cloud as a fast and cost-efficient means to address the short-term, large-scale storage needs of financial institutions
  • How the cloud can be an effective way to receive data to feed automated trading processes
  • Cloud use cases across front, mid and back offices – in the search for Alpha
  • Changing security concerns around cloud adoption
  • The win-win-win solution – establishing a balanced three way partnership between cloud provider, data provider and customer

Brennan Carley, Global Head of Enterprise, Thomson Reuters


Networking and Refreshment Break


PANEL: Reviewing the regulatory landscape: The data management response for 2018 and beyond

  • Impact of current and incoming regulations on data management processes and principles: CECL (Current Expected Credit Losses), CCAR (Comprehensive Capital Analysis and Review), MiFID II, GDPR (General Data Protection Regulation), Brexit
  • FRTB: How are firms handling the significant data management challenges around trade data aggregation to ensure they can provide frequent price observations to support non-modellable risk factor assessments and manage capital requirements
  • AnaCredit: an additional reporting requirement for US banks with operations in Europe
  • Spotlight on data privacy and personal data protection of customer data: Differentiating between European and US clients 
  • Is your approach to responding to regulatory initiatives changing?  To what extent can RegTech help solve the regulatory burden?

Moderated by: Dessa Glasser, Principal, Financial Risk Group; Independent Board Member, Oppenheimer & Co. (Former CDO & CRO)
Connie Zhang, U.S. Data & Analytics Officer, Agricultural Bank of China 
Arvind Joshi, Director - Data Management Lead, Scotiabank 
Ken Krupa, CTO, MarkLogic
Maria Ravelo, Head of Product Management, Datascope, Thomson Reuters 
Peter Moss, CEO, SmartStream RDU



PANEL: The latest on identifiers and standards – LEIs, ISINs, FIGI, CFI codes and entity data management to manage risk and meet regulatory compliance

  • The latest on identifiers and standards
  • Regulatory requirements for standard data
  • How to use identifiers and standards to best advantage
  • Challenges of ongoing data standardisation
  • Potential benefits of increased standardisation

Moderated by: Sarah Underwood, Editor, A-Team Group
Michelle (Yinghua) Zhou, Enterprise Data Management – Head of Referential Data Management Office, BNP Paribas
Richard Robinson, Industry Relations & Open Symbology Strategy Executive, Bloomberg
Manash Banerjee, Global Head of Entity Reference Data and Client Onboarding Technology, Nomura Securities
Michal Piechocki, Member of the Board of Directors of the Eurofiling Foundation, Member of the Board of Directors of XBRL International and Member of the ISO Technical Committee 68 – Financial Services
Dan Kuhnel,
Chairman, Association of National Numbering Agencies (ANNA)


Keynote: How effective is your data management strategy?

Your customers increasingly trade everything electronically and expect perfect execution and your trading business wants to differentiate through data mining and AI.   Your CEO is convinced the company needs to be “digital” and the regulators expect you to have visibility into every aspect of the whole business.   Is your current data management strategy going to get you to the right place?  Where do you start?

Peter Moss, CEO, SmartStream RDU


Networking Lunch in Exhibition Area


PANEL: How to get data lineage right

  • Regulatory drivers like GDPR on data lineage
  • Challenges around tracking data and data quality 
  • Frameworks and approaches to tackling data lineage
  • Working with third parties: what data should you outsource what should you keep in-house?
  • What should a successful data lineage solution look like?
  • State of the art data insight with Graph Technology: Connecting unconnected and unstructured data

Moderated by: Sarah Underwood, Editor, A-Team Group
Shailesh Mathankar, Director, Data Management, AIG
Ellen Gentile, Vice President & Data Quality Manager, Sumitomo Mitsui Banking Corporation
Erwin Dral, Senior Product Manager, Collibra
Yann Bloch, VP Product Management, NeoXam Americas
Sue Habas, VP, Strategic Technologies-Data Intelligence, ASG Technologies



PRESENTATION: Return on Data Investment
Harry will share the results of a research project recently undertaken with Chief Data Officers around identifying inter-dependent data sets before applying AI technologies to them.  
Harry Chopra, Chief Client Officer, AxiomSL


PANEL: Diversity in data
Action-orientated session! Leave with practical ideas and make a difference to your organisation right away

  • The data science diversity gap: How do we find, motivate and retain new skills for data management and data science?
  • How should we encourage the younger generation to consider a career in data (and analytics)?
  • Diversity and Recruitment: how can we attract more women and other minorities to data teams?
  • How can we encourage a more inclusive organisational culture?
  • How can we close the gender gap to speed up gender diversity in senior leadership positions?
  • Diversity and data: How can firms use data/analytics to track and reach diversity goals?

Moderated by: Jennifer Ippoliti, Legal Practice Data Management Director, JP Morgan Chase
Umair Uddin, Director, Data Governance, UBS Asset Management
Tom Mavroudis, US Head of Data Governance, Quality, and Training, Scotiabank
Rosana Bitar, Data Technical Product Manager, Bloomberg


Networking and refreshment break


PANEL: Data innovation - Adopting and integrating Analytics, AI and Machine Learning to revolutionize your organization

  • AI & Machine learning: What are the primary use cases for improving efficiency and driving value?
  • What are the biggest challenges to adopting and integrating AI & Machine Learning into data programmes?
  • How do data governance practices need to evolve to take account of emerging technologies in data management?
  • Shifting to the cloud and modernizing data warehouses: integration challenges

Moderated by:David Blaszkowsky, Co-Founder and Managing Director, IdentityRiskGovernance, LLC
Michelle (Yinghua) Zhou, Enterprise Data Management – Head of Referential Data Management Office, BNP Paribas
William Cohee,  Data Management, Chief Data Office, HSBC
Tony Brownlee, Executive Vice President Business Development, Chief Strategy Officer, Kingland 
Boyke Baboelal, Technical Account Director, Americas, Asset Control


PANEL: Moving into the mainstream: Harnessing alternative data 

  • What is alternative data, examples of use cases and sources​
  • What are the challenges around evaluating and processing unstructured data sets?
  • What role can third parties play in analyzing and automating  unstructured data sets to shorten the time to market?
  • Talent management for data science

Moderated by: Dale Richards, President, Island 20 Ventures
Ken Brady, Head of Enterprise Data Services, OppenheimerFunds
Randy Gordon, Managing Director, Data Operations & Governance, Moody's Corporation
Dmitri Pekker, Former Head of Alternative Data, Och-Ziff Capital Management



Networking & Drinks Reception

Attendee Testimonials

Thank you, all organizers and presenters for the very informative event yesterday. We definitely learned a lot and enjoyed the venue and networking opportunities.

Julia Aliyeva
Senior Operations Officer, The World Bank

I had a wonderful time at the Data Management Summit. The event was very well organized and the topics and speakers were engaging and thought provoking.

John Barbera
Assistant Vice President, Leading Investment Bank

Very informative and worthwhile

Doreen Chang
BMO Capital Markets

It is great to see data management being taken as an essential and strategic piece of business; rather a nuance.

Ana Da Silva
Vice President, Tullet Prebon

The DMS was quite informative and the panel discussions were very valuable as I and perhaps the audience could reap the benefits from the experiences of the panel speakers. The panel speakers were the stars of the summit and shared their implementation experiences and provided guidance.

Manish Desai
Vice President- AM Cyber Security Office, J.P.Morgan Asset Management

DMS NY is a great event to be up-to-date with the developments in the area, and keep in touch with colleagues in industry.

Ozge Doguc
VP, Business Analyst Manager, Bank of America

Very well done! Terrific speakers and topics…

Mary Ann Foley
VP Technical Specialist IRM, BNY Mellon

In my role I find it very important to stay abreast of the latest developments in the data governance and data management space, from regulatory environment to challenges that we all face to solutions and innovative ideas that can enhance and improve our ability to manage data and ensure its quality and security. I found the Data Management Summit in New York this year to be a well thought of venue for meeting and learning with and from peers and vendors in the industry.

Oana Garcia
Vice President, Head of U.S Data Steward, Allianz GI U.S. Holdings LLC

Interesting, relevant and good variety of speakers and topics

Steve Goldberg
Manager, Enterprise Data Architecture, TD Ameritrade

It was very timely information relevant to banking since there has been and continues to be new regulations regarding transparency for data management. It was a very informative event with knowledge sharing from informed speakers and great networking opportunities.

Donna Nemecek
Vice President, BNY Mellon

This was a very informative event and look forward to future conferences. The speakers were very well versed in their respective fields.

Daniel Salcido
Vice President, Credit Agricole CIB

Summit was educational and inspiring. Nice variety of vendors to obtain a different perspective

Christopher Wilimberg
AVP , Supervisor - Static Data Administration, Client Data Management, Rabobank

I attended the DMS yesterday for the first time and I found it very useful and I look forward to attending in the future so thank you for that.

Chris Chattaway
Data Quality Management - Risk Management Department, Sumitomo Mitsui Banking Corporation Europe Limited

We enjoyed the summit and found it informative, especially from the regulatory aspect.

Antonio Brasse
VP - Audit Manager, Internal Audit (Data Governance), Citi

The Data Management Summit is a great platform which brings together industry thought leaders from within and outside of the financial industry to present and discuss the upcoming challenges.

In my role I find it very important to stay abreast of these developments in the regulatory, governance and data management space. I found the data management summit in London very useful as it gave an opportunity to listen-to and interact with peers and vendors from the industry.

Prashant Nakil
Sr. Project Manager Client Reference Data, Credit Suisse

Thanks to all our Sponsors

Become a sponsor

Want to sponsor DMS to make real connections with senior data management decision makers?

We offer a comprehensive selection of sponsorship opportunities which provide a superb platform for you to raise your corporate profile, be seen as thought leaders, conduct highly valuable face-to-face networking, and generate real sales leads.

Find out how you can sponsor or become an exhibitor, or to ask a question, contact:

Jo Webb
Tel: +44 (0)7468 560 555
Email: [email protected]

Request our media pack

Got a question?
Get in touch

Become a sponsor
Jo Webb

+44 (0)7468 560 555
Email: [email protected]

Interested in speaking?
Lorna Van Zyl
+44 (0)20 7078 4875
[email protected]

Bring your team
Ron Wilbraham

+44 (0)20 8090 2055
[email protected]

  • UK: +44 (0)20 8090 2055

  • US: +1 646 290 7488

The Data Management Summit (DMS) New York City is organised by A-Team Group, producers of