Meeting Overview



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”.

To download the program from this member meeting please fill out the form below:

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, Product & Content
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