Bringing the data management community together.


  • Data Quality
  • Data Governance
  • Regulations
  • Entity Data & Client Onboarding
  • Data Lineage
  • Emerging Technologies
  • Data Analytics

Registration and Networking over Coffee


Chair’s Opening Address: Andrew Delaney, Chief Content Officer, A Team Group


Keynote Presentation: Enabling a cognitive enterprise 

  • How are leading enterprises transforming their organizations to become cognitive?
  • How are data leaders crafting and implementing a data strategy that drives transformation across all levels of the organization? 
  • How do data leaders work with the business to shift traditional thinking and start treating data as a strategic asset? 
  • What are leading use cases and how do you prioritize to drive the most value to the business? 
  • What skills are most valuable, and how do you identify, recruit, and retain top talent? 

Inderpal Bhandari, Global Chief Data Officer, IBM 


Keynote Panel: Harnessing data and creating value

  • How are data executives getting the business to understand the value of a data driven approach?
  • What are the requirements for embedding data into the culture of the business?
  • What new tools and technologies are firms leveraging to improve data quality, data governance and data management?
  • Measuring ROI and reporting back to the business to 'prove' the value

Moderated by: Andrew Delaney, Chief Content Officer, A-Team Group
Peter Serenita,
Derek Strauss,
Former CDO, TD Ameritrade
David Saul,
Senior Vice President & Chief Scientist, State Street 
Tom Mavroudis, Head of Enterprise Data Governance, MUFG Union Bank 
Jennifer Ippoliti,
Firmwide Data Governance Lead, JP Morgan Chase 


Presentation: Building a data driven culture

In order to successfully evolve into a data driven organization a two pronged approach is required.  One to create a top down focus from the c-suite and another to create a bottom up engagement across all levels in the organization.  Michael Vapenik will share the key traits that he seeks in individuals to help drive the bottoms up engagement across the organization based on his experience in data driven organizations in both the private and public sector.  
Michael Vapenik, Data Governance Officer, American Express 


Networking and Refreshment Break


Panel: Reviewing the regulatory landscape in volatile and uncertain times: The data management response for 2017

  • Volatility is set to persist in 2017 - Brexit, ongoing political uncertainty in the EU and the Trump Presidency - how can firms develop data strategies that are compatible with an uncertain and ambiguous environment?
  • Which regulations are set to have the biggest transformational impact in 2017?
  • How can you set up your data infrastructures to effectively respond to regulations and to support business needs and regulatory reporting requirements?
  • RegTech: How can a RegTech approach help meet regulatory compliance requirements? What is the potential and what are the barriers to further adoption?

Moderated by: David Blaszkowsky, Managing Consultant, RGP
Tim Lind, Principal, RTech Advisors
Roger Fahy,
Vice President & Chief Operating Officer, CUSIP Global Services 
Hudson Hollister,
Founder & Executive Director, Data Coalition 


Panel: Data governance, data lineage and data quality processes and policies to meet existing and incoming regulatory requirements 

  • What regulations are having the biggest impact on data governance?
  • What are the benefits of a strong data governance framework beyond meeting reporting requirements?
  • What techniques can firms use to help engage everyone into understanding the importance of ownership and accountability for data quality purposes?
  • The importance of establishing data lineage for data quality and data governance

Moderator: Michael Vapenik, Enterprise Data Governance Officer, American Express
Ellen Gentile,
Assistant VP, Data Quality & Data Steward, Sumitomo Mitsui Banking Corporation
Sue Habas, VP of Strategic Technologies - Data Intelligence, ASG Technologies 
Catherine Louisy-Louis,
SVP, Director, Americas Data Governance, Mizuho Americas 
Nathan Snyder,
Partner, Brickendon Consulting 



Keynote Presentation: MIFID II: Building on stable foundations
Peter Moss,
CEO, The SmartStream Reference Data Utility 




Networking Lunch in Exhibition Area

Sell-Side data management

Chaired by: Michael Shashoua, Editor, A Team Group

Panel: Managing entity data to ensure KYC and sanctions compliance

  • How are firms managing entity and hierarchy data to meet changing KYC requirements and ensure sanctions compliance?
  • What approaches can firms take to improve entity data quality management? Traditional vs. modern methods of measuring entity data quality?
  • What steps can firms adopt to integrate the LEI with other datasets?
  • What is the potential of the LEI to support business initiatives that recognise the value of entity data?

Moderated by: Michael Shashoua, Editor, A-Team Group
Bill Hauserman,
Senior Director, Compliance Solutions, Bureau van Dijk
Kelvin Dickenson, VP Compliance and Data Solutions, Opus
Karla McKenna,
 Chair, ISO TC/68; Head of Standards, Global Legal Entity Identifier Foundation (GLEIF)
Manash Banarjee,
Executive Director, Nomura Securities 


Buy-Side data management

Chaired by: Andrew Delaney, CCO, A Team Group

Panel: Embedding data management into the DNA

  • How are firms addressing data quality and data fragmentation issues to better support the investment process?
  • To improve operational efficiencies and streamline operations and how can buy side firms better align business, technology and data functions?
  • How are firms creating a strong data management foundation to drive forward business transformation programmes?

Moderated by: Predrag Dizdarevic, Partner, Element 22
Thomas Lugo,
Data Policy & Governance Manager, OppenheimerFunds
Claire Frankel,
Executive Director, JP Morgan Chase 
Rick Aiere, Enterprise Architect, AIG



Presentation: LEI Update

Karla McKenna,
Chair, ISO/TC 68; Head of Standards, Global Legal Entity Identifier Foundation (GLEIF)


Presentation: Creating a data management culture

JR Lowry,
Head of Global Exchange EMEA, State Street 



Networking and refreshment break


Afternoon keynote: Innovations in machine intelligence: Separating genuine advancements from the hype

Kurt Gilman, Independant Consultant


Panel: Data innovation: How are emerging technologies being leveraged for data quality and greater insight?

  • Internet of Things, Robotics, AI, Machine Learning, Advanced Analytics – what are the use cases and how are these technologies being applied to improve data quality and drive business insight?
  • To what extent can we automate in our industry?  What does this mean for the future of the data professional?
  • What are the data management requirements for leveraging these new technologies?
  • How can the use of semantics accelerate AI and Machine Learning?

Moderated by: Joseph Sommer, Senior Manager, Advisory Services, EY
JR Lowry, Head of Global Exchange EMEA, State Street 
Mark Temple-Raston, CDO and Chief Data Scientist, Decision Machine 
Tony Brownlee,
Partner, Head of Data Science and Research, Kingland 
Dale Richards, Managing Director, Island 20 Ventures 
Jared E. Klee,
  Business Development, IBM Watson


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

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 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