Agenda

Time Gallery Ballroom
8:00 - 9:00

Tradeshow, Breakfast

9:00 - 9:10

Introduction: Diane Brady, Journalist and Founder, dB Omnimedia

9:10 - 10:30

The New Digital Workplace: David Gurlé, Founder & CEO, Symphony

Workflow demos presented by:

  • Leah Cohen-Shohet, EVP of Growth & Adoption, Symphony
  • Chris Rodriguez, Global Head of Workflow, Symphony
  • Ken Yagen, EVP, Global Product Management, Symphony

Special appearances by:

  • Brittany Garland, Director, Counterparty Manager, IHS Markit
  • Gavin Romm, Portfolio Manager - High Yield, AllianceBernstein
  • Aadi Thayyar, Senior Vice President, AllianceBernstein
  • Joshua Carroll, Director, Global Head of Market Data Operations, Engineering & Development, RBC Capital Markets
  • Ziad Iskandar, Head of Digital Solutions, Global Markets, Americas, BNP Paribas
  • Louis Rosato, Director – Investment Operations, Global Business Strategy and Relationship Management, BlackRock
10:30 - 10:45

Break

10:45 - 11:00

Security in Action: Demo by Symphony’s CTO and CSO

  • Mike Harmon, Chief Technology Officer, Symphony
  • Lawrence Miller, Chief Security Officer, Symphony

Special guest: Stephen Pruell, Chief Information Officer, Affiliated Managers Group

11:00 - 11:45

Digital Transformation in the Enterprise
Moderated by Diane Brady

  • Sumedh Mehta, Chief Information Officer, Putnam
  • Gautam Moorjani, Principal, Financial Services Advisory, PwC
  • Kim Prado, Managing Director, Global Head of Client Insight, Banking & Digital Channel's Technology, RBC
  • Brett Tejpaul, Global Head of Digital & Client Strategy, Barclays
11:45 - 12:00

Presenting the Symphony Innovation Award & Hackathon Winners

12:00 - 1:00

Lunch, Tradeshow

Time Connecting your Community Managing Risk Contextual Intelligence
1:00 - 1:25

Natixis Presents Ensemble: An Internal Sales and Trading Collaboration for Marketing Axes

  • David Durst, Managing Director, FX Options, Natixis

Amazon: Harnessing ML to Ease E-communication Discovery and Monitoring

  • John Kain, Worldwide Financial Services Business and Market Development - Capital Markets, AWS

FinTech Studios Presents APOLLO.ai: Contextual Intelligence for Wall Street Leveraging Artificial Intelligence, Machine Learning and Natural Language Processing

  • Jim Tousignant, CEO and Founder, FinTech Studios
1:25 - 1:40

Break

1:40 - 2:05

Société Générale presents SGBOT for Clients: Enabling Self Execution

  • Azeem Malik, Managing Director, Commodities, Société Générale
  • Sylvain Salvetti, Head of Trading Process Factory, Société Générale

Goldman Sachs: Automating User Support with Bots

  • Nick Corti, Analyst, FICC Sales Technology, Goldman Sachs
  • Corey Kenyon, Managing Director, FICC Technology, Goldman Sachs

HSBC: Introducing the HSBC Research Application in Symphony

  • Alex Andronov, Head of Business Development, HSBC Global Research
2:05 - 2:45

Break

2:45 - 3:30

Panel: Connecting Your Community

Moderated by Goutam Nadella, EVP Client Solutions, Symphony

  • Lori Arndt, Global Head of ICG Client Analytics and Strategy, Head of Americas Advisory Sales, Deutsche Bank
  • Craig Butterworth, Global Head of Client Ecosystem, Nomura
  • Gabriele Columbro, Executive Director, FINOS
  • Mark Notten, CEO, Tier1CRM
  • Germán Soto Sanchez, President, Cloud9

Panel: Managing Risk

Moderated by Harry Patz, EVP Market Development, Symphony

  • Mary Jane Ajodah, Vice President, Client Service Delivery, FinTech Strategy, BNY Mellon
  • Marisol Collazo, Managing Director, Business Development & Head of Strategic Partnerships, DTCC
  • Ila Eckhoff, Managing Director, Industry and Counterparty Management, BlackRock
  • Andrew Peck, Co-founder, Vorto
  • Tom Srail, Executive Vice President, Cyber Risk Advisors, Willis Towers Watson

Panel: Contextual Intelligence

Moderated by Jonathan Christensen, Chief Experience Officer, Symphony

  • Bijon Mehta, Managing Director, Financial Services, Box
  • Matthew Poland, Head of Research Technology, Asset Management, Fidelity Investments
  • Ryan Terpstra, Founder & CEO, Selerity
  • Alejandra Villagra, Managing Director, Citi Velocity
  • Danny Watkins, Founder and CEO, Market EarlyBird
3:30 - 3:45

Break

3:45 - 4:10

Google: The Future of Trading Communications and the Role of AI

  • Salvatore Sferrazza, Solution Architect, Google

Smarsh: Delivering Risk Controls to Enable Compliant Productivity

  • Ben Caputo, Sales Engineer, Smarsh
  • Robert Cruz, Senior Director, Information Governance Practice, Smarsh

J.P. Morgan: Driving a Connected Workflow Experience in Context with the Latest Intelligence and Insights

  • William Quan, Executive Director, CIB – Markets Execution, J.P. Morgan
Time Gallery Ballroom
4:10 - 4:30

Break, Tradeshow

4:30 - 5:00

Closing Keynote: A conversation with David Gurlé & Karl Sprules, Co-head of Global Technology & Operations, Chief Technology Officer, AllianceBernstein

5:00 - 7:00

Networking Cocktails