Data Management Summit

New York , United States

About Data Management Summit

The Data Management Summit explores the shift to the new world where data is redefining the operating model and firms are seeking to unlock value via data transformation projects for enterprise gain and competitive edge.

The exciting world of AI, ML and blockchain is starting to deliver revolutionary change. We’ll cut through the hype and show you how you can get your data and data infrastructure ready to take advantage of new capabilities and explore the impact of these technologies on how data is managed through the enterprise.


Matt Good
Chief Technology Evangelist Kingland
Matthew Bernstein
MC Bernstein Data
Scott Preiss
Managing Director, Global Head of CUSIP Global Services S&P Global Market Intelligence
Linda Coffman
Vice President, Product Management SmartStream RDU
John Bottega
Senior Advisor EDM Council
Peter Jackson
Director – Group Data Sciences Legal & General
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Suvrat Bansal
Head of Innovation & Chief Data Officer, Managing Director UBS Asset Management
Julia Bardmesser
SVP, Head of Data, Architecture and Analytics Voya Financial
Ken Brady
Head of Enterprise Data Services Invesco
Tom Mavroudis
Head of Data Governance & Quality Scotiabank
Robin Doyle
Managing Director, Office of Regulatory Affairs JP Morgan Chase
Dessa Glasser
Board Member Oppenheimer Holdings Inc
Edgar Zalite
Chief Data Architect – Americas, Chief Data & Innovation Office – Data Strategy & Architecture Deutsche Bank
Daniel Bertha
Director, Data Steward Sumitomo Mitsui Banking Corporation
Michelle Yinghua Zhou
Director – Enterprise Data Steward BNY Mellon
Gurraj Singh Sangha
Global Head of Risk and Market Intelligence State Street
Anju Khurana
Director & Head of Data Privacy & Protection (Americas) BNY Mellon
Evan Schnidman
President A Liquidnet Company
James Howard
Former Chief Data Officer & Chief Privacy Officer Big Four Auditor
Richard Robinson
Industry Relations & Open Symbology Strategy Executive Bloomberg News
Peter Kapur
Managing Partner True North Data Consulting
Arvind Joshi
Director, Data Management Scotiabank
Brian Greenberg
Director, Chief Data Office, Data Strategy Execution BNY Mellon
Bhushan Bhangale
Head Enterprise Data Quality Remediation & Analytics BNP Paribas CIB
Steve Grill
Managing Director, Head of Legal Data Services, Research and Data Management JP Morgan Chase
Tony Brownlee
President Kingland
Peter Moss
CEO SmartStream RDU
Harry Chopra
Chief Client Officer AxiomSL
Martijn Groot
VP Product Management Asset Control
Susan Laine
VP, Strategic Technologies-Data Intelligence ASG Technologies
Stephen Veasey
CEO 3d innovations
Dan Kuhnel
Chairman Association of National Numbering Agencies (ANNA)
Rick Aiere
Independent Regulatory Specialist – CCAR and AML
Gerry Mintz
Managing Partner Percepta Partners LLC


Fintech Finance
CIO Review
Global Legal Entity Identifier Foundation (GLEIF)
EDM Сouncil
Global Data Review
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Registration and Networking over Coffee


Opening & Welcome

Andrew Delaney, Chief Content Officer, A-Team Group


Practitioner Innovation Keynote: Data driven transformation

Hear from Peter Jackson who will share his experiences of transforming data related IT infrastructure and processes and will demonstrate how he has turned data into an asset, monetised data and commercialised it for revenue generating purposes.  Peter will share lessons learned and recommended best practices.

Peter Jackson, Director – Group Data Sciences, Legal & General


Chief Data Officer Panel: Moving to the new world of data

What are the breakthroughs required to move from a legacy organisation that has data to a modern organisation that is built on data and AI capabilities?  A huge shift is required in terms of mindset, training, expertise and some fundamental changes in data architecture and infrastructure.

  • Aligning data management, analytics and machine learning with business goals (KPIs)
  • Role/Approach of CDO Office in driving innovation; innovation vs. control
  • Aligning strategy with execution: transforming culture and talent
  • Reviewing current approaches to data architecture and suitability for AI and ML capabilities
  • Driving value from the data lake and moving to next generation lake and cloud
  • Responsible and transparency in AI: embedding data ethics

Moderated by: John Bottega, Senior Advisor, EDM Council 
Julia Bardmesser, SVP, Head of Data, Architecture and Analytics, Voya Financial
Suvrat Bansal, Head of Innovation & Chief Data Officer, UBS Asset Management
David Wright, Chief Data Officer – North America, Commerzbank
Brian Greenberg, Director, Chief Data Office, Data Strategy Execution, BNY Mellon
Ken Brady, Head of Enterprise Data Services, Invesco


Keynote: 20/20 in 2020 – The intersection of data management and text analytics

  • Results from a survey of 25 large institutions will reveal key areas for technology investment in the next 12-18 months
  • Artificial Intelligence and Natural Language Processing are driving new efficiencies in concert with data management programs
  •  Practical walk through of how institutions are looking at the top use cases for using unstructured data

Tony Brownlee, President, Kingland 


Networking and Refreshment Break


Panel: Data lineage to drive compliance and as a business imperative

  • Business and regulatory drivers of data lineage
  • Data and data management challenges of data lineage
  • Best practice approaches to implementing and integrating data lineage
  • Moving from a manual to an automated approach
  • Business and operational benefits of successful data lineage  

Moderator: Andrew Delaney, Chief Content Officer, A-Team Group
Umair Udden, Director, Data Governance, UBS Asset Management
Daniel Bertha, Director, Data Steward, Sumitomo Mitsui Banking Corporation
Stephen Veasey, CEO, 3d innovations
Susan Laine, VP Strategic Technologies, ASG Technologies
Harry Chopra, Chief Client Officer, Axiom SL


Panel: Unlocking value – laying the foundations for smart analytics

  • Ensuring data quality levels
  • Engaging data producers and consumers in a governance framework to guarantee availability, consistency and ‘trusted’ data
  • Leveraging technologies such as ontologies, semantic layers and enterprise knowledge graphs to help the business search and access required data

Moderated by: Peter Kapur, Managing Partner, True North Data Consulting
Shailesh Mathankar, Director, Data Management, AIG
Edgar Zalite, Chief Data Architect – Americas, Chief Data & Innovation Office – Data Strategy & Architecture, Deutsche Bank
Bhushan Bhangale, Director – Head of Enterprise Data Quality Remediation & Analytics, BNP Paribas


Case study: The Practicalities of building an enterprise knowledge graph

  • Why data is more valuable when semantically connected
  • Successful implementation within a complex organisation
  • Building up maturity, one deliverable at a time

Edgar Zalite, Chief Data Architect – Americas, Chief Data & Innovation Office – Data Strategy & Architecture, Deutsche Bank


Networking Lunch in Exhibition Area


Peter Moss, CEO, SmartStream RDU


Panel: Reviewing the regulatory landscape and optimizing the data management response 

  • Impact of current and incoming regulations on data management processes: CAT, FRTB, CCAR, CECL; BCBS239; KYC/AML
  • Impact of Brexit on reporting
  • Taking a more holistic approach to requlatory compliance to minimise costs and effort
  • Understanding what the Regulators are looking for from a data perspective
  • Streamlining regulatory reporting by moving towards centralized data hubs and ‘data as a service’ platforms

Moderated by: Dessa Glasser, Board Member, Oppenheimer Holdings Inc
Arvind Joshi, Director, Data Management, Scotiabank
Rick Aiere, Independent Regulatory Specialist – CCAR and AML
Linda Coffman, Vice President, Product Management, SmartStream RDU
Martijn Groot, VP, Product Management, Asset Control 


Panel: An update on global standards and identifiers to improve transparency and risk management

Review of how standards are evolving and challenges to ongoing development and deployment:

  • How to implement standards, in which order and why
  • Progress around how standards are being used and linked together to improve transparency and risk management in the marketplace
  • Challenges and solutions of adopting standards from multiple organisations and ensuring interoperability
  • How to address problems of different standards across jurisdictions
  • Application of standards to add value beyond regulatory reporting

Moderated by: Robin Doyle, Managing Director, Office of Regulatory Affairs, JP Morgan Chase
Michelle Yinghua Zhou, Director – Enterprise Steward, BNY Mellon
Dan Kuhnel, Chairman, Association of National Numbering Agencies (ANNA)
Richard Robinson, Industry Relations & Open Symbology Strategy Executive, Bloomberg
Scott Preiss, Managing Director, Global Head of CUSIP Global Services, S&P Global Market Intelligence 


Networking and refreshment break


Panel: Managing unstructured data and extracting value

Unstructured data offers untapped potential but the platforms, tools and technologies to support it are nascent, often deployed for a specific problem with little reuse of common technologies from application to application.  What are the challenges managing and analysing this data and what are the considerations when making investments in this area?

  • Exploring unstructured data and its use cases
  • Challenges of integrating and analysing unstructured data; increasing use of machine learning in specific cases
  • Managing and enriching unstructured data, how to tag unstructured data and use cognitive search tools for analysis and  linking data from different sources
  • Business benefits of harnessing unstructured data

Moderated by: Gerry Mintz, Managing Partner, Percepta Partners LLC
Matt Good, Chief Technology Evangelist, Kingland
Steve Grill, Managing Director, Head of Legal Data Services, Research and Data Management, Formerly JP Morgan
Evan Schnidman, President, Prattle, A Liquidnet Company
Gurraj Singh Sangha, Global Head of Risk and Market Intelligence, State Street


Panel: Establishing trust – Navigating the maze of data privacy, security and personal data

  • GDPR, California Consumer Privacy Act (CCPA), what’s next?  Ensuring data privacy compliance through data governance
  • Progress on aligning data privacy requirements across regulations such as AML, GDPR and MiFID II
  • Managing privacy data risk when engaging in data analytics
  • The importance of data sharing agreements and cross border data privacy controls to manage data transfer effectively
  • Ensuring strong governance, security and control processes when using cloud or hybrid environments for data and records management
  • Using regulatory initiatives like privacy as a catalyst for launching business driven initiatives

Moderated by: Matthew Bernstein, MC Bernstein Data
Tom Mavroudis, Head of Data Governance & Quality, Scotiabank
James Howard, Former Chief Data Officer and Chief Privacy Officer, Big Four Auditor
Anju Khurana, Director and Head of Data Privacy & Data Protection (Americas), BNY Mellon
Kyle DeYoung, Privacy Consultant, OneTrust



Networking & Drinks Reception



Sep 19, 2019, 9:00 AM , AEST (UTC +10)
Sep 19, 2019, 6:00 PM , AEST (UTC +10)
Convene – Financial District
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