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EVENT DETAILS
DELEGATE INFORMATION
WBR
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Transforming Your Client And Counterparty Data Management Strategy |
FIMA: Entity Data Management - Main Conference - Wednesday, September 19, 2007
| 8:15 |
Continental Breakfast & Registration |
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| 8:55 |
Welcoming Remarks
Jarrett Spagnoli,
Executive Director,
Entity Data Management 2007 |
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| 9:00 |
Chairman's Opening Address
Gary P. Barr,
Global Head of EDM,
REUTERS |
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| 9:15 |
Creating A Customer-Centric Data Model That Meets Regulatory Requirements And Provides The Right Data, At The Right Time, For The Right Users
David Miller,
Director, Credit Systems,
BANK OF SCOTLAND
Ross Gourlay,
Senior Consultant,
BANK OF SCOTLAND |
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| 9:55 |
Why There's (Finally) So Much Focus On Entity Data, And The Future Landscape Of Effective Entity Data Management
Scott J. Preiss,
Vice President – Securities Classifications,
STANDARD & POOR’S |
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| 10:35 |
Refreshment Break & Opportunity To View The Solutions Zone |
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| 11:15 |
Understanding The Importance Of Client And Counterparty Data Cleansing And Maintenance And Assessing The Future Industry Landscape
Mike Atkin,
Managing Director,
EDM COUNCIL |
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| 11:55 |
Panel Discussion: Strategies For Collecting And
Maintaining Global Legal Entity Data That Meets
Your Risk And Compliance Standards
Peter Serenita,
Chief Data Officer,
JP MORGAN
Steven Steinerman,
Manager of Counterparty Data,
AIG
Karen Smith, Associate Director, BANK OF SCOTLAND
Gregg Loos, Director, Eastern Region, SIPERIAN |
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| 12:35 |
Lunch For All Attendees |
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| 1:35 |
Chairman's Afternoon Address |
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| 1:45 |
Panel Discussion: Leveraging Growing Pressures For Clean And Accurate Counterparty Data To Drive Other Aspects Of Your Business
John Sproat,
Executive Director ,
MORGAN STANLEY
Adam Honore,
Senior Analyst,
AITE GROUP
Ken Zockoll,
Vice President,
Director of Content Development,
FACTSET
Keith Webster, Managing Director, Enterprise Risk & Compliance Business Development, DUN & BRADSTREET |
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| 2:25 |
Consolidating Your Entity Reference Data And Driving Your Enterprise-Wide Implementation
Robert Schork,
AVP,
CITIGROUP GLOBAL MARKETS |
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| 3:05 |
Refreshment Break & Opportunity To View The Solutions Zone |
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| 3:45 |
"YouData"
Ken Price,
CEO,
AVOX |
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| 4:25 |
Panel Discussion: Understanding Your Risk And Compliance Application Requirements
John Sproat,
Executive Director,
MORGAN STANLEY
Peter Giordano, Executive Director, Head of Equities Business Management, CIBC World Markets Corp.
Neil Edelstein, Senior Director, Product Solutions, GOLDENSOURCE |
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| 5:05 |
Examining Key Strategies For Managing Counterparty Data At An Enterprise-Wide Level
Adam Honore,
Senior Analyst ,
AITE GROUP |
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| 5:45 |
Entity Data Management Cocktail Reception |
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FIMA: Entity Data Management - Main Conference - Thursday, September 20, 2007
| 8:15 |
Continental Breakfast & Opportunity To View The Solutions Zone |
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| 8:45 |
Chairman's Opening Address |
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| 9:00 |
Panel Discussion: Evaluating The Critical Issues Associated With Client And Counterparty Reference Data Integration
David Goldberg,
U.S. Head of Data Management,
UBS
Tracy Vietze,
Director, Counterparty Risk,
FIDELITY |
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| 9:40 |
Structured Counterparty Data Management
Martijn Groot,
Head of Product Management,
ASSET CONTROL |
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| 10:20 |
Refreshment Break & Opportunity To View The Solutions Zone |
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| 11:00 |
Panel Discussion: Improving The Automation Of Reference Data Management To More Accurately Manage Risk While Cutting Costs And Improving The Customer Experience
Levert James,
Director, Counterparty Risk,
FANNIE MAE |
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| 11:40 |
Establishing Data Quality Initiatives To Improve Reporting & Compliance
Alan Greenall , Global Head of Reference Data IT,
HSBC |
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| 12:20 |
Lunch For All Attendees |
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| 1:20 |
Panel Discussion: Making The Transition From The
Concept Of Governance To The Reality Of Governance
Safi Bajwa,
Managing Director, Reference Data Technology,
THE BANK OF NEW YORK
David Goldberg ,
U.S. Head of Data Management,
UBS |
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| 2:00 |
Best Practices For Managing, Improving, And Maintaining Client And Counterparty Data Quality
Dr. Thomas C. Redman,
President,
NAVESINK CONSULTING GROUP |
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| 2:40 |
Refreshment Break & Opportunity To View The Solutions Zone |
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| 3:20 |
Creating Clearly Defined Legal Entity Identifiers To Further Enhance Your Operational Efficiency
Levert James,
Director, Counterparty Risk,
FANNIE MAE |
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| 4:00 |
Data: The CEO's $1 Billion Issue
Allan D. Grody,
President,
FINANCIAL INTERGROUP |
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| 4:40 |
End Of Entity Data Management 2007 |
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