This document provides the draft agenda for the Future-proofing your streamlined, compliant and cost-effective data strategy conference taking place on November 10-11, 2015 in London. The agenda includes keynote speeches and panel discussions on topics related to data strategy, governance, market data, client data, and regulatory compliance. Speakers listed are Chief Data Officers and leaders from banks, asset managers, regulators, and technology companies. The document outlines the schedule, with sessions split across three concurrent streams and an interactive stream on both days of the conference.

1. DRAFT AGENDA (subject to change) – 16 July 2015
10th
-11th
November 2015 | QEII Conference Centre | London
Future-proofing your streamlined, compliant and cost-effective data strategy
Speakers:
Hany Choueiri,CDO, Bank of England
Colin Hall,CDO, Credit Suisse
Dessa Glasser,CDO, JP Morgan Asset Management
Peter Serenita, Group CDO, HSBC
Colin Gibson,Global ArchitectureDirector, Willis Group
Christina Poirson,Deputy CDO, Societe Generale
Andrew Rourke, Director - Head of CIBData Management, Chief Data Office, RBS
Douglas Russell,AssociateDirector,Data Governance, Fidelity Investment
Mitch Melling,Senior Manager Market Data Compliance, Lloyds Banking Group
Romain Thierry, Head of IT ClientOnboarding,IB, UBS
Graham Smith, CDO, RBS
Andy Steele, Director,Global Head of Data Operations, Barclays Bank
Sean Howell, Vice President, Global Data Services, Fidelity Investments
Roberto Monachino,CDO, Unicredit
Suresh Iyer, Executive Director, Enterprise Data Management, Operations, Nomura
Edward Boag, Global CDO, Pioneer Investment Management
Konstandinos Botopoulos,Chairman MISC Committee, ESMA
Guy Sears, Director, Risk,Complianceand Legal, The Investment Association
Patrick Engelhard,Head Market & Master Data, Zurich Insurance Company
Tony Russell,Principal BusinessAnalyst, Commerzbank
NevilleHomer, Head of Reference Data and Data Services, RBS
Edith Wolfram,Head of Data Governance, Swiss Reinsurance Company
Tony Coates, VP Solution Architecture Lead, Deutsche Bank
Olivier Rose,Head of Projects & International Data Management, Société Générale
David Thomas, GBM, CDO for EMEA & Global Head of ClientHub, HSBC
Jo Hill,Director - Market Intelligence,Data and Analysis, FCA
Jason Wood, Head of Global Data Services, Schroders
James Harwood-Bridgen,Global CDO, HSBC Asset Management
Valerio Gagliardi,MarketData Specialist, Saxo Bank
Simon Feddo, Director, Group Data Services, UBS
Michael Horsnell,Head of KYC and ClientData, Citi
ClaireSprawson,Director,Global Head of KYC, Global ClientData Services, RBC Capital Markets
Ewan McAllan,Head of Data Quality Assurance, HSBC
Tarun Chudasama,Head of Information Management, Investec Asset Management
John Bottega, Senior Advisor & Consultant, EDM Council
Emma Ede, Head of Data Governance & Operations,Investment Operations, M&G Investments
Cressida Hamilton,Global Head of ClientOperations,Global Markets Operations, HSBC
Igor Lobanov, Enterprise Architect, Legal & General Investment Management
James Longstaff, Vice President, Data Architecture, Deutsche Bank
David Berry, Market Data & Commissions Global Sourcing, UBS CIQ
Kiou Nayer Nouri, Head of IBand MD Supplier Relationship,Risk & Controls, Barclays Investment
Chris Pim,Transaction & Data Integrity, Royal Bank of Scotland
Olivier Maas,ITArchitect, ABN Amro
Garry Manser, VP Data Stewardship, Barclays
Adam Preston, Head of Clientand Regulatory Data, CB Data & Business Services, Lloyds Bank
Catriona Baldwin,EMEA Head of Client Data Change, Credit Suisse Securities
Pejman Gohari,Head of Data Management Team – SGGSC, Societe Generale
Emmanuelle Andre-Dessertine, Market Data Contract Manager, NN Investment Partners
Thomas Rid,Professor of Security Studies, King's College London
Chris Johnson,Senior ProductManager, Market Data Services, HSBC Securities Services
Charles Bohner, Head of Data Governance, State Street Global Advisors
CDO and Data Leaders Board:
Paul Cairns, CDO, JPMorgan Corporate & Investment Bank
Stuart Levy, Operations Control & Data Governance Manager, Royal London Asset Management
DiarmuidO'Donovan, CDO, Legal &General Investment Management

2. DRAFT AGENDA (subject to change) –16 July 2015
For speaking opportunities, please contact SarahPalit, sarah.palit@wbr.co.uk, +44 (0) 207 368 9507
For sponsorshipandexhibition opportunities, please contactemma.donaldson@wbr.co.uk +44(0) 207 368 9761 P a g e | 2
FIMA 2015 Day 1
Tuesday 10th
November 2015
08:00 Coffee & Registration
Establishing your winning data strategy
08:45 Chair’s Welcome Address
08:50 Openingwelcome and what FIMA 2015 will provide to prepare for 2016
Hany Choueiri, CDO,Bankof England
09:00 Keynote:Pioneeringthe transformation ofa legacy businessmodel tostreamline data across siloedbusinesslines
PeterSerenita,Group CDO,HSBC
09:20 Keynote:Exploringhow to designand deliveryourprioritisationframework to meetthe latest regulatoryrequirements
Jo Hill,Director- Market Intelligence,DataandAnalysis, FCA
09:40 All-starpanel
Regulator forum: Future proofing your businessforthe next3 years - What will the regulationsaffect, why and how do you needto prepare?
KonstandinosBotopoulos,ChairmanMISCCommittee,Memberof the ManagementBoard, ESMA
Guy Sears,Director,Risk,Compliance andLegal, The InvestmentAssociation
Huw Howell,Global DataManagementOffice, Nomura
Marion Leslie,ManagingDirector, Pricing&Reference Services, ThomsonReuters
10:20 Morning NetworkingBreak
11:00 All-starpanel
Exceedingthe expectationsofyour internal customers: Whatstrategiesshould the CDO or data leaderput in place to meettheir needs?
Moderator: AdamMarkson, ManagingDirector, Accenture Finance & Risk Services
Graham Smith,CDO, RBS
Tarun Chudasama,Headof InformationManagement, InvestecAssetManagement
SeanHowell,Vice President,Global DataServices, FidelityInvestments
Mark Davies,General Manager, AVOX
11:40 Openingthe book: How to create a goldensource for your legal agreementdata to cost-effectivelymitigate risk
AlanL. Paris,Headof ConsultingandHeadof ProductDevelopment,Financial Services, eClerx
12:00 All-starpanel
How to meetthe BCBS 239 PrinciplesforRisk Data Aggregation requirements:Whichdynamicinvestmentsandstrategiesshouldyou implement?
RobertoMonachino,CDO, Unicredit
SureshIyer,Executive Director,EnterpriseDataManagement,Operations, Nomura
Bloomberg(representative tobe confirmed)
12:40 NetworkingLunch

3. DRAFT AGENDA (subject to change) –16 July 2015
For speaking opportunities, please contact SarahPalit, sarah.palit@wbr.co.uk, +44 (0) 207 368 9507
For sponsorshipandexhibition opportunities, please contactemma.donaldson@wbr.co.uk +44(0) 207 368 9761 P a g e | 3
Stream A:
Data strategy - Governance
and architecture
Stream B:
Market data
Stream C:
Client data
Interactive Stream
Max: 30 Participants
13:55 Chair’sopeningremarks Chair’sopeningremarks Chair’sopeningremarks 13:40
PART I: What do the
regulationsreallymean for
data functions:How do you
overcome the main
challengesand manage
cost?
MiFID II - TonyRussell,
Principal BusinessAnalyst,
Commerzbank
SolvencyII – BrianHeale,
SeniorDirector,Business
Development,Moody's
Analytics
BCBS 239
14:00 Our data governance story: What
are the pioneeringstepsto
implementa best-practice strategy
to align all businessstakeholders
PatrickEngelhard,HeadMarket &
Master Data, Zurich Insurance
Company
All-starpanel
How can you bettermanage the cost
of ownershipand compliance with
market data vendorlicensing?
Moderator: DavidBerry,Market Data
& CommissionsGlobal Sourcing, UBS
CIQ
KiouNayerNouri,Director- Headof IB
and MD SupplierRelationship,Risk&
Controls, Barclays Investment
Emmanuelle Andre-Dessertine,
Market Data Contract Manager, NN
InvestmentPartners
JonathanClark,Global HeadFinancial
ServicesTechM& Group CEO, Citisoft
How to implementasuccessful
strategy to accelerate client
onboarding
CressidaHamilton,Global Headof
ClientOperations,Global Markets
Operations, HSBC

4. DRAFT AGENDA (subject to change) –16 July 2015
For speaking opportunities, please contact SarahPalit, sarah.palit@wbr.co.uk, +44 (0) 207 368 9507
For sponsorshipandexhibition opportunities, please contactemma.donaldson@wbr.co.uk +44(0) 207 368 9761 P a g e | 4
Stream A:
Data strategy - Governance
and architecture
Stream B:
Market data
Stream C:
Client data
Interactive Stream
Max: 30 Participants
14:20 Masteringthe evolvingdata
ecosystem– Aligningstrategiesto
drive efficiencies
Dominique Tanner,Headof Business
Development, SIXFinancial
Information
How to successfullyalignclient
onboarding withyour risk strategy
Neil Farquhar,Compliance Product
Manager, Bureau Van Dijk
14:30
PART II: What do the
regulationsreallymean for
data functions:How do you
overcome the main
challengesand manage
cost?
FATCA - AIFMD II - CRD 4
14:40 How to determine yourdata
architecture requirementstomeet
your data governance goals
RupertBrown,CTO Financial
Services, MarkLogic
How to establishdata quality controls
at the source: Applicationand
innovation
Garry Manser, VPData Stewardship,
Barclays
How can you re-use and integrate
your clientdata to reduce reliance
on your clientsand expedite the
clientonboarding process?
Marc Murphy, CEO, Fenergo
15:00 Quick-fire solutionsshowcase
Data governance,quality and
aggregation tools:How to enhance
your organisational structure and
streamline your strategy
Two 10 minute solution
presentations
Director, CuriumData Systems
Host: JamesLongstaff,Vice
President,DataArchitecture,
Deutsche Bank
Quick-fire solutionsshowcase
Market data: How can you meetthe
needsof your internal customers and
support your regulatory
requirements?
Three 10 minute solution
presentations
Quick-fire solutionsshowcase
KYC toolsand the global LEI
system:How to enhance your
clientonboarding processand to
what extentare toolstruly cost
effective?
Three 10 minute solution
presentations
15:30 AfternoonNetworkingBreak

5. DRAFT AGENDA (subject to change) –16 July 2015
For speaking opportunities, please contact SarahPalit, sarah.palit@wbr.co.uk, +44 (0) 207 368 9507
For sponsorshipandexhibition opportunities, please contactemma.donaldson@wbr.co.uk +44(0) 207 368 9761 P a g e | 5
Stream A:
Data strategy - Governance
and architecture
Stream B:
Market data
Stream C:
Client data
Interactive Stream
Max: 30 Participants
16:00 All-starpanel
Nextgenerationdata governance:
What are the governance
considerationswhendevelopinga
unifiedsetof detaileddata
requirements?
NevilleHomer,Headof Reference
Data and Data Services, RBS
EdithWolfram,Headof Data
Governance, SwissReinsurance
Company
AnastasiaDokuchaeva,Directorof
Global RegulatorySolutions, FactSet
JohnRandles,CEO, Bloomberg
PolarLake
All-starpanel
How can you use advanced data
analytics to enrich products and
services?
AlanL. Paris,Headof Consultingand
Headof ProductDevelopment,Financial
Services, eClerx
Leadingdata distributionand
managing internal customer
requirements
JamesLongstaff,Vice President,
Data Architecture, Deutsche Bank
16:00
How to implementnext
generationdata
distribution
infrastructure Igor
Lobanov,Enterprise
Architect,Legal &
General Investment
Management
Clientreference data:
Understandingthe challengesand
examiningthe cures
Steve Goldstein,CEO, Alacra
16:40 All-starpanel
Nextgenerationdata platforms:
What do you needto know to
reconcile systemsand synchronise
data to provide an efficientinternal
data service?
Tony Coates,VPSolution
Architecture Lead, Deutsche Bank
Prasad Chandrasheker,Director–
Data and Core Services, FIL
InvestmentManagement
Kishore Krishnan, SeniorVice
President,Europe, NIITTechnologies
Limited
All-starpanel
How can you implementthe right
technologyinfrastructure to understand,
manage and meetcompliant market
data usage?
Moderator: DavidBerry,Market Data &
CommissionsGlobal Sourcing, UBSCIQ
OlivierRose,Headof Projects&
International DataManagement, Société
Générale
Mitch Melling,SeniorManagerMarket
Data Compliance, LloydsBankingGroup
Valerio Gagliardi,MarketData Specialist,
Saxo Bank
Thomas Stadtmüller,MarketData
Manager, UnionInvestment
All-starpanel
To what extentcan you leverage
and re-use data to implementan
efficientclientonboardingprocess
as a competitive differentiator?
SimonFeddo,Director,GroupData
Services, UBS
Michael Horsnell,Headof KYC and
ClientData, Citi
Claire Sprawson,Director,Global
Headof KYC, Client&BookData
ProcessingOperations,Global Client
Data Services, RBCCapital Markets
MatthewStauffer,CEO, Clarient
Global
17:20 EveningNetworkingReception

6. DRAFT AGENDA (subject to change) –16 July 2015
For speaking opportunities, please contact SarahPalit, sarah.palit@wbr.co.uk, +44 (0) 207 368 9507
For sponsorshipandexhibition opportunities, please contactemma.donaldson@wbr.co.uk +44(0) 207 368 9761 P a g e | 6
FIMA 2015 Day 2
Wednesday 11th
November 2015
08:15 Coffee & Registration
Leading the data strategy of the future
08:50 Chair’s Welcome
09:00 Keynote:The sell-side dataleaderofthe future - How to win the hearts and mindsof businessline headsto establisha centraliseddata function
ColinHall,CDO, CreditSuisse
09:20 All-starpanel - CDO debate:Data strategy, data governance and company structure – what works best?
JasonWood,Head of Global Data Services, Schroders
AndrewRourke,Director- Headof CIBData Management,Chief DataOffice, RBS
DouglasRussell,Associate Director,DataGovernance, FidelityInvestment
JamesHarwood-Bridgen,Global CDO, HSBCAssetManagement
10:00 How should you use managed servicesand how do the benefitsoutweighthe risks?
BennettEgeth,President, Broadridge InvestmentManagementSolutions
10:20 Keynote:The buy-side data leaderof the future – How to gain buy-infrom your businessleadersto pioneera streamlineddata strategy
DessaGlasser,CDO, JP Morgan AssetManagement
10:40 Morning NetworkingBreak
11:20 Championingthe importance of data and how to establishyour role as a keyinfluencerto the board
EdwardBoag, Global CDO, PioneerInvestmentManagement
11:40 All-starpanel - Big data, data lineage and data transparency: Debunkingthe buzzwords and determininga practical use
Moderator: Mady Korada, Data Consultant
ColinGibson,Global ArchitectureDirector, WillisGroup
ChristinaPoirson,DeputyCDO, Societe Generale
12:10 All-starpanel - The managed utilitymodel 2020 – Predictions,implementationandwhat doesit mean for us now?
Ian Speirs,Executive Director,BusinessArchitecture &Transformation,Corporate &InvestmentBank, JPMorgan
RomainThierry,Headof IT ClientOnboarding,IB, UBS
DessaGlasser,CDO, JP Morgan AssetManagement
PhilippeChambadal,CEO, SmartStreamTechnologies
12:50 NetworkingLunch

7. DRAFT AGENDA (subject to change) –16 July 2015
For speaking opportunities, please contact SarahPalit, sarah.palit@wbr.co.uk, +44 (0) 207 368 9507
For sponsorshipandexhibition opportunities, please contactemma.donaldson@wbr.co.uk +44(0) 207 368 9761 P a g e | 7
Stream E
Data strategy: Quality and
integration
Stream F
Igniting innovation and
flexibility
Stream G
Client data
Interactive Stream
Max: 30 Participants
12:50 Chair’s openingremarks Chair’s openingremarks
ChrisBannocks,Founder, Grasp
Associates
Chair’s openingremarks 13:50
How to implementnew
controls for data
profiling
ChrisPim, Transaction&
Data Integrity,RBS
14:10 All-starpanel
How to streamline data integration–
what should you do to normalise
data?
Igor Lobanov,Enterprise Architect,
Legal & General Investment
Management
Frank Pottle,AssociateDirector–Risk,
Compliance andRegulation, Hatstand
All-starpanel
Reference data regulation:How can you
implementa frameworkto mitigate risk
in meetingcritical requirements?
OlivierMaas,IT Architect, ABNAmro
DavidThomas, GBM, CDO forEMEA &
Global Headof ClientHub, HSBC
Hans Crockett,Director,Application
Specialist,EnterpriseandReal-Time
Solutions, S&PCapital IQ
Martijn Groot,VPProduct Strategy, Asset
Control Technology
All-starpanel
How to meetregulatory
requirementsforFATCA, MiFIDII,
transaction reporting, KYC,AML
and single viewof customer
HubertDeroubaix,Headof
EuropeanRegulatoryProduct,
Interactive Data
14:50 Interview:How to meet the
requirementsofEMIR and Dodd-
Frank through a global standardised
UTI
Tony Russell,PrincipalBusiness
Analyst, Commerzbank
How to future proof your regulatory
reportingsolution
GavinKaimowitz,Director,Data
ManagementPractice, SapientGlobal
Markets
How to implement a formalised
approach to activelymanaging
entitydata across all business
lines
Herve Valentin,Headof Reference
Data, SWIFT
15:10 AfternoonNetworkingBreak

8. DRAFT AGENDA (subject to change) –16 July 2015
For speaking opportunities, please contact SarahPalit, sarah.palit@wbr.co.uk, +44 (0) 207 368 9507
For sponsorshipandexhibition opportunities, please contactemma.donaldson@wbr.co.uk +44(0) 207 368 9761 P a g e | 8
Stream E
Data strategy: Quality and
integration
Stream F
Igniting innovation and
flexibility
Stream G
Client data
Interactive Stream
Max: 30 Participants
15:30 How to track the moving regulatory
agenda and quickly identifythe data
infrastructure impact
Mady Korada, Data Consultant
How to create value through cutting-
edge automation of data collection,
processingand transmission
AndySteele,Director,Global Headof
Data Operations, BarclaysBank
All-starpanel
What strategy and investments
shouldyou put in place to
achieve a centralisedclient
reference data hub?
AdamPreston,Headof Client
and RegulatoryData,CB Data &
BusinessServices, LloydsBank
CatrionaBaldwin,EMEA Head
of ClientDataChange, Credit
Suisse Securities
CharlesBohner,Headof Data
Governance, State Street
Global Advisors
Financial data leadersof
the future:Rethinking
people development,
training processesand
certificationPejman
Gohari,Head of Data
ManagementTeam–
SGGSC, Societe Generale
15:50 How to findcross-overbetween
regulatory reportingrequirementsto
join-upyour data infrastructure
solution
ChrisJohnson,SeniorProduct
Manager, Market Data Services, HSBC
SecuritiesServices
Should‘flexibility’shouldtake
precedence over‘standardization’in
data strategy investment?For& Against
Ewan McAllan,Headof Data Quality
Assurance, HSBC
16:10 5 minute transit time
16:15 Closingkeynote presentation:‘hotoff the press’ - Cybersecurity inthe financial sector: Threats, trends, and opportunities
ThomasRid,Professorof SecurityStudies, King'sCollege London
16:45 Chairman’s closingremarks
16:50 End of conference

9. DRAFT AGENDA (subject to change) –16 July 2015
For speaking opportunities, please contact SarahPalit, sarah.palit@wbr.co.uk, +44 (0) 207 368 9507
For sponsorshipandexhibition opportunities, please contactemma.donaldson@wbr.co.uk +44(0) 207 368 9761 P a g e | 9
CDOs and Data Leaders Private Boardroom
2pm-4pm - Tuesday 10th
November 2015
By invitation only:This boardroomprovidesanexclusiveopportunity forthose leadingthe datastrategywithintheirbusinesstomeetupwithlike-mindedpeers.
Opento CDOs and Data Leaders from banks and asset managementcompaniesonly – thisisa chance to discuss‘off-the-record’the mostpressingissues,share experience
and talkthroughsolutions.
Participants confirmed:
PeterSerenita,Group CDO,HSBC
ColinHall,CDO, CreditSuisse
DessaGlasser,CDO, JP Morgan AssetManagement
Graham Smith,CDO,RBS
SeanHowell,Vice President,Global DataServices, FidelityInvestments
Andy Steele, Director, Global Headof Data Operations, BarclaysBank
DiarmuidO'Donovan,CDO, Legal & General InvestmentManagement
Huw Howell,Global DataManagementOffice, Nomura
Paul Cairns,CDO, JP Morgan Corporate & InvestmentBank
DouglasRussell,Associate Director,DataGovernance, FidelityWorldwide Investment
JasonWood,Head of Global Data Services, Schroders
Edward Boag,Global CDO, PioneerInvestmentManagement
Tarun Chudasama,Headof InformationManagement, InvestecAssetManagement
RobertoMonachino,CDO, UniCredit
Stuart Levy,OperationsControl &DataGovernance Manager, Royal London Asset
Management
14:00 Boardroom discussion:Sharing solutionsand devisingstrategies
 What shouldyouputin place fora best-practice datagovernance strategy?
 What decisionshave youmade torealisticallymanage the costof meetingregulatoryrequirements?
 How doyou assignaccountabilityandmeasure performance?
 How can youmanage the enormoustaskof definingthe dataandassigningownersandstewards?
 What strategiesare beingputinplace withthe explosionof data?
15:20 Private receptionand informal group discussion
16:00 Rejoinmain conference