Why You Should Attend!



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”.

The "2012 CIO/CTO Leadership Forum: Spotlight on Financial Services in New York"
is proudly sponsored by:

This event will feature insights from top executives, including:

Speaker
Nathan Boylan Head of IT Operations
Lord Abbett & Company
View Bio »
Speaker
Edward Brandman Chief Information Officer
Kohlberg Kravis Roberts & Co.
View Bio »
Speaker
Andy Brown Group Chief Technology Officer
UBS AG
View Bio »
Speaker
Rui Carvalho Managing Director, Enterprise Solutions
S&P Capital IQ
View Bio »
Speaker
Bob Coppola Chief Technology Officer
S&P Capital IQ
View Bio »
Speaker
Bill Coquelin Chief Information Officer
The Edelman Financial Group
View Bio »
Speaker
Ludwig D'Angelo Executive Director
JPMorgan Chase & Co
View Bio »
Speaker
Gary Maier Chief Information Officer, Asset Management
The Bank of New York Mellon
View Bio »
Speaker
Larry Quinlan Global Chief Information Officer
Deloitte L.L.P.
View Bio »
Speaker
Jonathan Reeve Executive Managing Director, Product & Content
S&P Capital IQ
View Bio »
Speaker
Christopher Remondi Partner, Global CIO
Brown Brothers Harriman
View Bio »
Speaker
Steve Rubinow Chief Information Officer
FX Alliance Inc.
View Bio »
Speaker
Eli Sinyak Chief Operating Officer for the Americas and Group General Manager
HSBC Bank USA, N.A.
View Bio »
Speaker
Jeff Sternberg Chief Data Scientist
S&P Capital IQ
View Bio »
Speaker
Richard Thompson Director, Chief Architect - Risk, Finance & Corporate Systems
Credit Suisse AG
View Bio »
Speaker
Angelo Valletta SVP / CIO and Head of Bank Operations
Sun National Bank
View Bio »
  • 7:45am – 8:30am Breakfast
  • 8:30am – 8:35am Argyle Executive Forum Opening Remarks
  • 8:35am – 8:55am Fireside Chat Presented by S&P Capital IQ
    read more »

    "Simplifying Your Business Model: Define - Build - Sell"Jonathan ReeveExecutive Managing Director, Product & ContentS&P Capital IQInterviewed by:Bob CoppolaChief Technology OfficerS&P Capital IQ

  • 9:00am – 9:40am Panel Discussion
    read more »

    “CIO/CTO as a Strategic and Transformative Business Partner"

    Session topics may include, but are not limited to:

    • How can the Technology Executive become a significant change agent and strategic business partner within the organization?
    • What role does Information Technology play in the paradigm shift that is occurring within the financial services industry?
    • How important is it for technology professionals to have a thorough grounding and experience in the business units of an organization?
    • What are some of the ways to forge stronger and deeper relationships with other members of the C-Suite?
    • What are some of the challenges as the organization is increasingly global?
    • How has the skill set for technology professionals changed and what are the important skills and experiences necessary for successful candidates?
    Moderator:Jonathan ReeveExecutive Managing Director, Product & ContentS&P Capital IQPanelists:Larry QuinlanGlobal Chief Information OfficerDeloitte L.L.P.Christopher RemondiPartner, Global Chief Information OfficerBrown Brothers HarrimanEli Sinyak Chief Operating Officer for the Americas and Group General ManagerHSBC Bank USA, N.A.Angelo VallettaSenior Vice President/Chief Information Officer and Head of Bank OperationsSun National Bank

  • 9:45am – 10:05am Thought Leadership Spotlight Presented by S&P Capital IQ
    read more »

    “Data Science Wall Street Style”Jeff SternbergChief Data ScientistS&P Capital IQ

  • 10:10am – 10:50am Panel Discussion
    read more »

    “Technology as a Disruptive Innovator: What’s on the Horizon?“

    Session topics may include, but are not limited to:

    • What role can data analytics play in the search for alpha, transparency and revenue enhancement?
    • What are some of the innovative ways firms are interpreting and visualizing data?
    • What is the impact of information mobility on internal and external business processes?
    • How do you leverage internal and external clouds; private clouds?
    • What are some of the innovative ways that cloud technology is being employed?
    • What is the impact of mobile technologies on enterprise efficiency and profitability? What about security?
    • Social Media: important emerging channel or mere curiosity?
    • How do you create a more customer centric organization using new technologies?
    Moderator:Jeff SternbergChief Data ScientistS&P Capital IQPanelists:Nathan BoylanHead of IT OperationsLord Abbett & CompanyAndy BrownGroup Chief Technology OfficerUBS AGBill CoquelinChief Information OfficerThe Edelman Financial GroupSteve RubinowChief Information OfficerFX Alliance Inc.

  • 10:50am – 11:05am Coffee Break
  • 11:05am – 11:45am Panel Discussion
    read more »

    “The Changing Role of Data within Financial Services“

    Session topics may include, but are not limited to:

    • What is the impact of standardized LEIs on the enterprise and what are the best strategies for implementation? What are the challenges for the infrastructure?
    • Who within the organization should be responsible for data governance? What’s behind the growing trend to create a Chief Data Officer role within the organization?
    • What are the challenges and issues surrounding data quality and governance?
    • How important is it to have an integrated framework for risk and financial data?
    • Best practices for creating interoperability of diverse data sets to serve multiple applications
    • What are the obstacles in the development of cross-asset class trading platforms?
    Moderator:Rui CarvalhoManaging Director, Product & ContentS&P Capital IQPanelists:Edward BrandmanChief Information OfficerKohlberg Kravis Roberts & Co.Ludwig D'AngeloExecutive DirectorJP Morgan Chase & Co.Gary MaierChief Information Officer, Asset Management The Bank of New York MellonRichard ThompsonDirector, Chief Architect - Risk, Finance & Corporate SystemsCredit Suisse AG

  • 11:45am – 11:50am Argyle Executive Forum Closing Remarks

Participation Requirements
 

Participation is reserved for Members of Argyle Executive Forum that meet the following criteria:

  • Chief Technology, Data, Operating and Information Officers (or equivalent) from financial services companies with between $100mm in assets under management or $500mm in annual revenue.
  • VP Level or higher information technology executives (or equivalent) from companies with at least $1bn in assets under management or $750mm in annual revenue.

If you do not meet these requirements, and would like to discuss participation in this meeting, please contact: Frannie Coggeshall, fcoggeshall@argyleforum.com, (646)-380-1251.

About Image
  • "Not only are the speakers relevant and experts in their fields, but I was able to make some great connections at the meetings as well."

    The Chief Technology Officer at PC Richard and Son on the quality of past Argyle CIO Forums.

  • "Argyle's meetings are well balanced in terms of panels and presentations and networking opportunities with local business leaders."

    A Head of Emerging Business and Technology at Ericsson on attending Argyle CIO events.

  • "The meetings that Argyle Executive Forum runs are truly enjoyable and well put together....I'm looking forward to the next forum."

    A VP of Information Systems at Garmin International on attending Argyle events.

Traveling for the event? Stay at one of our recommended hotels nearby:

Please note the below is a preferred hotel of Argyle Executive Forum. Please specify that you are requesting the Argyle Executive Forum rate when booking sleeping rooms in order to receive a discounted rate of $259.00 per night, taxes not included. Reservations may also be made by emailing reservations@fitzpatrickhotels.com.

Venue

The Fitzpatrick Manhattan

687 Lexington Avenue
Between 56th & 57th Street
New York, NY 10022
Telephone: (212) 355-0100
Website

Continuing Education Credits:

Please note that Continuing Education credits are not offered for this meeting.