| 8:15 | Registration and Breakfast with Exhibitors |
| 9:00 | Chairperson's Opening Remarks
Julio Gomez, CEO,
Gomez Markets |
| 9:15 | Current Challenges and Trends Impacting Reference Data
Moderator:
Jib Wilkinson, Principal,
Deloitte
Panelists:
Jeffrey McMillan, Senior Director,
Global Securities Research & Economics Group,
Merrill Lynch
Peter Serenita, Global Head of Pricing Operations,
JP Morgan Worldwide Securities
Rakesh Nigam, Managing Director,
Barclays Capital |
10:15
| Data Quality and Business Success. Or Failure!
Moderator:
Thomas Redman, "The Data Doc",
Navesink Consulting Group
Panelists:
Alex Golbin, Managing Director,
BlackRock Solutions
Jeffrey McMillian, Senior Director,
Global Securities Research & Economics Group,
Merrill Lynch
Carin Avogardo, Product Manager, Securities Masterfiles & Billing,
DTCC
|
| 11:00 | Refreshment Break with Exhibitors |
| 11:15 | Overcoming Reference Data Pitfalls Caused by Regulatory & Compliance Pressures
Moderator:
Thomas Jordan, President & CEO,
Jordan & Jordan
Panelists:
Peter Giordano, Executive Director,
Head of Equities Management,
CIBC World Markets Corporation
Ken Price, Chief Executive Officer,
AVOX/Deutsche Borse
Srinivas Bangarbale, Head of Application and Software Development,
U.S. Securities and Exchange Commission
|
| 12:00 | Tackling Data Management Obstacles Caused by OTC Derivatives
Moderator:
Maryann Houglet, Senior Vice President, Strategic Consulting,
A-Team Group
Panelists:
Robert Dawson, Vice President,
Derivatives Product Management,
The Bank of New York Mellon Asset Servicing
Richard Robinson,
Omgeo |
| 12:45 | Lunch |
1:45
| Best Practices for Addressing the Integration and Technological Aspects of Data Management
Moderator:
Maryann Houglet, Senior Vice President, Strategic Consulting,
A -Team Group
Panelists:
Rick Alm, Director,
Market Data Strategy & Architecture,
Credit Suisse
Jayme Hart, Senior Manager,
Business Information Management,
Capgemini Financial Services
|
2:30
| Key Drivers for Improving the Automation of Reference Data Management
Moderator:
Julio Gomez, CEO,
Gomez Markets
Panelists:
Peter Serenita, Global Head of Pricing Operations,
JP Morgan Worldwide Securities
Carin Avogardo, Product Manager, Securities Masterfiles & Billing,
DTCC
Ari Marcus, Program Manager,
Barclays Capital
Nanda Kumar, Product Director,
Telekurs, Inc.
|
| 3:15 | Refreshment Break |
| 3:30 | Payment and Settlement Systems Regulation and the Implications for an Industry Initiated Reference Data Utility
Allan D. Grody, President,
Financial Intergroup View Presentation
|
| 4:15 | Conference Adjourns
|
| |
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