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Meeting Overview

Perspectives By:

Nathan Boylan
Head of IT Operations
Lord Abbett & Company

Edward Brandman
Chief Information Officer
Kohlberg Kravis Roberts & Co.

Andy Brown
Group Chief Technology Officer
UBS AG

Rui Carvalho
Managing Director, Product & Content
S&P Capital IQ

Bob Coppola
Chief Technology Officer
S&P Capital IQ

Bill Coquelin
Chief Information Officer
The Edelman Financial Group

Ludwig D'Angelo
Executive Director
JPMorgan Chase & Co

Gary Maier
Chief Information Officer, Asset Management
The Bank of New York Mellon

Larry Quinlan
Global Chief Information Officer
Deloitte L.L.P.

Jonathan Reeve
Executive Managing Director, Product & Content
S&P Capital IQ

Christopher Remondi
Partner, Global CIO
Brown Brothers Harriman

Steve Rubinow
Chief Information Officer
FX Alliance Inc.

Eli Sinyak
Chief Operating Officer for the Americas and Group General Manager
HSBC Bank USA, N.A.

Jeff Sternberg
Chief Data Scientist
S&P Capital IQ

Richard Thompson
Director, Chief Architect - Risk, Finance & Corporate Systems
Credit Suisse AG

Angelo Valletta
SVP / CIO and Head of Bank Operations
Sun National Bank


Summary:

Chief Technology and Chief Information Officers at financial services companies face unique challenges. The industry operates globally in real time, requiring precision in data matters and analytics across a myriad of products and functions. Additionally, the unprecedented change resulting from the financial crisis; sweeping regulatory reform globally, emerging competitors, and significant pressure to reduce costs has added another layer of complexity to the role. However, amidst this change, there is a tremendous opportunity for the CIO and CTO professional to be a key player in reshaping their institutions for success in this new environment and restoring confidence in the financial services industry as a whole.

The Argyle CTO Leadership Forum Spotlight on Financial Services is bringing together leading CTOs, CIOs, Chief Data Officers, COOs, CAOs, CROs, CISOs, VPs, and IT/Technology/Operations and Data leaders from the financial services industry. The forum will focus on several areas including: “Successfully Navigating the Changing Regulatory Environment”; “Challenges of Creating Consistent Data Across the Enterprise”; “Successful Strategies for Data Migration and Integration”; “LEIs as a Way to Identify and Understand Counterparty Risk”; and “The impact of Cloud Computing, Mobile Devices and Social Media on the IT department”.

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A Joint Meeting With:

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Date: Tuesday, July 17, 2012

Time: 8:00am – 11:50am

Location: New York, NY
*Event location will be disclosed to attendees upon completion of the registration process.

Advance registration is required for all member meetings. Registration is not available onsite.

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