Saturday, July 4th, 2015
11:16 AM
Registration and Breakfast
8:00 AM
Welcoming Remarks from:

8:05 AM
Chairperson’s Opening Remarks

SPEAKERS:

  • Dimitrios Tzimas, Managing Principal & Chief Technology Officer (XQUISITEC TECHNICAL CONSULTING)
11:16 AM
Keynote Session
9:00 AM
Changing Regulatory Landscape
- Dodd-Frank and Basel III regulations: Discussing regulatory timelines, lack of clarity and future regulatory mandates - Achieving compliance in a changing regulatory landscape - Staying compliant: Reviewing data for completeness and accuracy - Industry concerns, experiences and proposed solutions and best practices for current and pending regulatory proposals
11:16 AM
Technological Innovations to Capitalize on a Changing Market Structure
- How the financial services industry is changing its technology and infrastructure - Evaluating your current infrastructure: The importance of having a robust and fast system to provide up-to-date, timely and transparent information - Data elements: Reviewing the effects of data quality, storage, retention and cost - Staying competitive: Aligning technology and business intelligence with organizational strategies - How mobility can/will change the dynamics

SPEAKERS:

  • Adam Sussman, Partner & Director of Research (TABB GROUP)
  • David Meitz, Managing Director, Chief Technology Officer (ITG INC.)
11:16 AM
Networking Refreshments
11:16 AM
Evolution of Cloud Based Infrastructure
- Defining 'cloud' - How safe is the cloud environment? Understanding the risks and how it fits with your overall technology and outsourcing strategy - Cost savings vs. risk, compliance and security issues - A look at using a host versus your own

SPEAKERS:

  • Dimitrios Tzimas, Managing Principal & Chief Technology Officer (XQUISITEC TECHNICAL CONSULTING)
  • Daniel Gingras, Partner (TATUM LLC)
11:16 AM
Establishing a Comprehensive Operational Risk Management Foundation
- Identifying and assessing key risks and compliance priorities - Developing an effective and efficient risk model - Validating, monitoring progress and updating efforts to promote continuous improvement to risk strategies - Developing and applying benchmarks for performance measurement: How to assess if a risk strategy is successful
11:16 AM
High Frequency Trading
- How prevalent is HFT? Staying competitive - How HFT will integrate with current risk management systems and other back office systems - Is HFT to blame for market volatility? - Developing an effective technology infrastructure to facilitate HFT such as ultra Low Latency, co-location in DC’s - Hardware acceleration

SPEAKERS:

  • Alexander Wissner-Gross, The MIT Media Laboratory (MASSACHUSETTS INSTITUTE OF TECHNOLOGY)
1:00 PM
Networking Luncheon
2:00 PM
Discussing the OTC Derivatives Market
- Data reporting requirements ,standardized formats and new ways of managing systemic risk - Methodology for data aggregation on a global basis - Impacts on technology budgets - Valuing hard-to-price securities
11:16 AM
Examining Complexities of Today's Economic Environment: Enterprise Risk Management
- Tracking, quantifying, and analyzing risk: Using IT to implement a successful ERM program - Assess the risk management board’s oversight processes: Reducing operational risk, improving transparency and supporting governance - Best models to achieve risk objectives - Flexibility, speed and deployment of technology in support of risk management

SPEAKERS:

  • Yvonne Pytlik, Chief Compliance Officer, DVM INVESTMENT ADVISER, Chief Compliance Officer (DREMAN CONTRARIAN MUTUAL FUNDS)
  • John Robbins, Managing Partner (GLOBAL COMPLIANCE RISK MANAGEMENT CORP.)
11:16 AM
Networking Refreshments
11:16 AM
Technology Innovation and Maximizing Potential: Focusing on Financial Advisors
- How does technology provide a significant competitive advantage? - How systems can support compliance while advisors expand their activities and opportunities - Increasing productivity and efficiency while reducing costs

SPEAKERS:

  • Kevin McGuire, Director, Investment Technology (LOOMIS SAYLES & COMPANY)
11:16 AM
Perspectives on the Year Ahead
- Predictions for significant technology changes in financial services - New technologies or systems that will dominate the industry - Forecast for the 2012 election and impact on the technology and risk industries

SPEAKERS:

  • Alexander Wissner-Gross, The MIT Media Laboratory (MASSACHUSETTS INSTITUTE OF TECHNOLOGY)
5:00 PM
Networking Cocktail Hour
6:00 PM
IMN’s Financial Technology and Operational Risk Summit Concludes
Event Contacts
Managing Director
Andy Melvin
(212) 901-0542
amelvin@imn.org
Head of Conference Coordination
Jill Rockett
(212) 901-1897
jrockett@imn.org
Marketing Manager
Matt Gessel
(212) 224-3024
mgessel@imn.org
Venue
Seaport World Trade Center

Phone: 800-440-3318
Website: http://www.seaportboston.com/

200 Seaport Blvd
Boston, MA, 02210
USA


A block of rooms is being held for this conference at the Seaport Hotel. In order to make a reservation, please call 617-385-5000 and asked for the IMN room block.

Media Partners