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Event | Data as Currency

Keynote Speaker
Joshua Beaton

Head of Americas Trade and Transaction Reporting, Morgan Stanley

Date:
19th June 2018, Tuesday

Time:
8:30am - 10:30am

Venue:
The Bryant Park Hotel | 40 W. 40th Street, NY, NY 10018

Registration has been closed.

Email us for enquiries.

Post-financial crisis, global financial institutions have been collecting and reporting data all along the trade life cycle.  The data has been used for compliance, regulatory reporting and risk measurements (MIFIDII, CAT, FRTB).  These institutions collect and house data across asset classes, various platforms and in a range of data environments all in the effort to better monitor their data.  What type of data could be leveraged to grow the businesses and understand how to better price products and services for the customer base?  For risk managers, how can these data points be used to better manage and mitigate risk?

In this session, Citihub Consulting will look at use cases for data as currency.  Where can the data be repurposed and used to drive opportunity and not merely report on activity?  What kind of new decisions about where the business is heading can be made once we better analyze the information collected? What does “Big Data” as a service look like (BDaaS)?

Design Challenges:

How do you design the governance differently with growth in mind?  Many firms need to create a schema with the end in mind as well as a Quality Assurance program to ensure that the data meets the regulatory requirements.  How do we effectively design and manage those large-scale programs from end to end?

Security Challenges:

Data privacy and security is an ongoing concern for firms today. The safe keeping of that data depends on the security framework that organizations set up and maintain.  What are the policy and design drivers around security? What is the governance in place? Are you using Cloud, and what is your security around your cloud provider?

Held under the Chatham House Rule, this will be your opportunity to learn and share experiences with your peers from leading financial services firms.

AGENDA

1) Regulatory reporting as a burden, where’s the silver lining?

  • Use cases for effective data repurposing
  • How can leaders look across programs like FRTB, CCAR, SFTR to architect a unified solution?
  • How to break out of silos?

2) What are the tools that are being leveraged to more effectively achieve these goals?

  • Data lake, effective at delivering on promise?

3) Use cases for the new paradigm for data as currency

Attendee Profile
This round table forum is best suited for:

  • Program Managers for CAT, FRTB, CCAR, SFTR
  • Data Architects
  • Chief Data Officers
  • Risk Managers
  • Heads of Compliance & Electronic Trading
  • CTO
  • CIO

Keynote Speaker

Joshua Beaton
Head of Americas Trade and Transaction Reporting, Morgan Stanley

Josh is an Executive Director at Morgan Stanley and manages the Americas Trade and Transaction Reporting RTB team plus the Consolidated Audit Trail (CAT) program across both the Institutional and Wealth businesses. He is based in New York.

Josh joined the firm in August 2010 to run the Settlements project team. He held several roles within Shared Services and Banking Operations before serving as Chief Operating Officer for ISG Product Operations for 4 years. Prior to Morgan Stanley, he worked in a number of line, project, and regulatory roles in Equity and Credit Derivatives at both Goldman Sachs and Barclays Capital.

Before joining the financial services industry, Josh worked for 5 years as a developer and team manager at dot-com startups in New York and Boston.

Josh earned a BS in Psychobiology from Yale University in 1997 and an MBA from NYU Stern School of Business in 2004. His extracurricular activities include being a board member of Geeks Rule. He and his wife Beth have two children and live in Manhattan.