Keynote Speakers

Terry Roche
Global Head of Information Management Solutions

Terry Roche is responsible for Information Management Solutions within Thomson Reuters . Prior to his current rule Terry was EVP Head of Strategic Business for Reuters Focus Group Accounts. Before joining Reuters in 2005, Terry held a number of senior positions at HSBC, including, global head of market data, head of global middleware, and commercial director, fixed income e-commerce. Terry is an industry veteran with 25 years experience. His career started in Telerate in 1983 and also included time at Salomon Brothers and 11 years at Republic National Bank of New York where he was head of trading infrastructure.

Roger Sargeant is responsible for leading Interactive Data’s institutional business outside North America. One of his priorities is to align Interactive Data's resources in Asia Pacific more closely with those in Europe and the Middle East. Mr Sargeant brings extensive international experience in the financial industry to this role.

Roger Sargeant was previously managing director, Interactive Data (Europe), leading the business through strong organic growth and extending its leadership position, particularly in the areas of fixed income and real-time data. Mr Sargeant joined the company in 1990 and has held several senior business development positions, including a two-year period in Asia and seven years in North America.

Moderators & Panelists

Nassar Ahmad
Client Operations Manager, Asia-Pacific, GOLDENSOURCE

Nassar Ahmad has more than 20 years experience in Capital Markets. Nassar has worked in Corporate Treasury specializing in foreign exchange hedging and trading and then in implementing financial solutions across different sectors within Capital Markets, latterly specializing in data management solutions. He has undertaken data management projects throughout Europe, Middle East and Asia Pacific. Nassar is a delivery focussed product specialist with experience of implementing data management solutions across the breadth of Capital Markets including asset management, corporate & investment banking and securities servicing.

Marc Anthonisen
 Vice President, Data Solutions, Asia Pacific, STANDARD & POOR’S (HONG KONG)

Marc Anthonisen leads S&P’s data operations and delivery in Asia-Pacific, including entity and security reference data, fixed income terms and conditions, credit ratings and asset performance data. Based in Hong Kong, Marc has worked across the region for the past 15 years, with postings with Standard & Poor’s in Tokyo and Taipei. He has a degree in economics from Cornell University in Ithaca, N.Y. and speaks Mandarin and Japanese.
 

Andrew Browne
China Editor, Wall Street Journal and Dow Jones Newswires

Andrew Browne is China editor of The Wall Street Journal and Dow Jones Newswires, a position he took up in December 2008. Andrew started his career in journalism after graduating from Leeds University in 1980 with a degree in Chinese Studies. He joined the South China Morning Post in Hong Kong as a columnist and then moved to Reuters News Agency, where he spent 20 years running bureaus around Asia before becoming news editor for the Asia Pacific region based in Singapore. Andrew left Reuters in 2004 to join The Wall Street Journal as its China economics correspondent. He was a member of a team of Journal reporters in Beijing that won the Pulitzer Prize for International Reporting in 2007. He also received awards from the Society of Newspaper Publishers in Asia in 2005 for his coverage of the Asian tsunami and in 2006 for his stories on China's healthcare crisis.

Before his latest assignment at the Wall Street Journal, Andrew spent two years at the Brunswick Group as a Beijing-based partner. In that role, he advised some of China's largest state-owned enterprises on their financial communications strategy, particularly outbound mergers and acquisitions. His clients included China Investment Corp. and State Grid. Andrew grew up in Hong Kong, where he attended King George V school. He speaks both Cantonese and Mandarin Chinese. He is married with two children, aged 13 and 15, who grew up mainly in Greater China.
 

Chris Butler
NAB Group Data Management

Chris Butler leads NAB Group Data Management responsible for oversight and assurance of regional data management teams in Australia, UK, New Zealand and its Wholesale Banking division. Focus is on data frameworks, policies, and operating models to drive business engagement and increase data quality. This is achieved through alignment to business processes, data ownership and accountabilities are understood, and a focused approach is adopted. Previously he has managed large complex risk, finance, warehouse and end user computing projects. It is through the experience of these projects that he has proved the importance of getting the data “right”.

Bryan Chan
Head of Information Services Department, Hong Kong Exchanges and Clearing Limited

Bryan joined the Hong Kong Exchanges and Clearing Limited (HKEx) in August 2000 as the Senior Vice President responsible for Group Risk Management.  Bryan was appointed Deputy Head of the Clearing Division of HKEx responsible for the operation and business development of the clearing and settlement of exchange trades in April 2001.  With effect from 1 August 2005, Bryan is appointed Head of Information Services Department of HKEx. 

Before joining HKEx, Bryan had worked in the Administrative Officer grade for the Hong Kong Government for over 12 years.  His postings in the government included Trade Department, HKSARG delegation to the World Trade Organisation in Geneva and
Financial Services Bureau.

Bryan graduated in the University of Hong Kong with a Bachelor Degree in Electrical and Electronics Engineering major in Computer Engineering.

Tom Davin
Managing Director, FISD/SIIA

Tom Davin is Managing Director, Financial Information Services Division (FISD) for the Software & Information Industry Association (SIIA). FISD is the global, neutral forum for the financial information industry with a diverse membership that includes major market data vendors, exchanges, technology providers, and the financial institutions that utilize financial data products. Tom works closely with FISD members to identify major issues and seek opportunities to bring the financial information industry together to discuss and resolve those issues. FISD conducts regular membership events in North America, Europe, Asia, and Australia and hosts the biennial World Financial Information Conference – the premiere global industry conference for financial information professionals.

Frank Desmond
Head of Europe and Asia, Tullett Prebon Information

Frank Desmond manages Tullett Prebon Information’s business in Europe and Asia. He has been responsible for spearheading Tullett Prebon Information’s market leading growth over the past four years.  Tullett Prebon Information provides the financial community with independent market data from the OTC financial markets including Rates, Money and FX, Fixed Income, Volatility, Commodities and Energy. 
Prior to joining Tullett Prebon Information, he spent more than a decade at Reuters in a range of legal and business roles and most recently was Head of Content Acquisition. He is a frequent speaker at industry events and served on the FISD executive committee for several years. Frank began his career as a lawyer where he worked for several years at international law firm, Clifford Chance LLP.  He was educated at University College Dublin. Married with two children Frank lives near London.

Lee Hartt
Publisher, INSIDE MARKET DATA & INSIDE REFERENCE DATA

Kerr Hatrick received his PhD in Mathematical Biology from University College London. He has worked both in the risk management and pricing of credit derivatives (Dresdner Bank, Lehman Brothers), and as quanititative strategist for both Goldmans and Deutsche, where his research spanned both high and low frequency delta-one products. He has constructed and managed equity portfolios in excess of $100M, and his software has won numerous industry awards for Deutsche Bank. He currently heads Quantitative Products One in Asia.

As Head of MTS Data, Rafah Hanna is responsible for global sales, marketing and product development of all MTS Data products. MTS Data has seen consistent year-on-year revenue growth since Rafah joined; as a result of his innovative approach and continual development and expansion of the MTS Data product suite. Rafah brings a wealth of experience in market data from several high profile roles in debt capital markets. Prior to MTS, Rafah served as a senior executive of Global Data Acquisition at Thomson/Datastream, where he led key and complex data sourcing initiatives. At Investthink, he was identified as a pivotal component to lead on a special project group working closely with the former CEO of Reuters Information. He has also held several Chief Content Officer roles with various global institutions and is co-chair of the FISD's Exchange Constituency Group.

Madhu Gayer is a Senior Vice-President and Regional Head, Investment Risk & Analytical Services for Asia at the Northern Trust Company. Based in Hong Kong, Madhu will be responsible for IRAS client relations, sales and product development in the Asia Pacific region, with a particular focus on strengthening Northern Trust’s infrastructure for local delivery of risk and performance services. He has previously worked at Kapstream, Challenger, BT, Rothschild and State Street in various investment risk and analytical roles. In his previous role at Kapstream, he was responsible for global interest rates strategy, quantitative modelling and risk analytics, risk budgeting, trade research and implementation. As part of the portfolio management team there, he won the Best Emerging Manager of 2008 at the AIMA Hedge Fund Awards. He has extensive experience with performance, attribution, compliance and risk from a technical as well as an operational perspective, having built teams (systems, processes, people) and achieved GIPS compliance in 3 major fund managers in Australia over the course of 10 years.
 

Robin Leung
Managing Director, Head of Global Information Technology Division, BOC INTERNATIONAL

Robin has been the Head of Global Information Technology for Bank of China since 2007. Prior to this he joined UBS as an infrastructure manager and Country Head for Japan in 2003. He was also an Executive Director for Morgan Stanley for 4 years from 1989-2003. Robin has worked in Hong Kong, Japan and New York. His work experience includes application development in Mainframe and Distributed System for trading applications.

Rory Manchee
Managing Director Standard & Poor’s Securities Services, Asia Pacific

Rory Manchee joined Standard & Poor’s in 2002, building on a career in professional, legal, financial and business publishing that began in 1989. Before joining Standard & Poor’s Melbourne office, Rory ran his own publishing, consulting and freelance editorial business in Sydney, Australia.

Previously, he spent 12 years with The Thomson Corporation, holding various roles in editorial management, content development, start-up operations, mergers and acquisition, business development and online publishing in the UK, Asia and Australia, including six years based in Hong Kong.

Jeannie Merritt
Associate Vice President, NASDAQ OMX

Jeannie Merritt is Head of Global Market Data Administration for NASDAQ OMX. Her team is responsible for the administration of the NASDAQ OMX and UTP market data products, including TotalView, NASDAQ OMX’s premier data entitlement as well as NASDAQ OMX PHLX, NordPool, NASDAQ OMX BX, Nordic and Baltic market data. The Market Data Distribution team conducts market data audits, processes datafeed applications and collects usage reporting. Jeannie has been with NASDAQ since 1996. Prior to 1996, she worked for the National Association of Securities Dealers as a regulatory analyst. Jeannie has an M.B.A. from the University of Maryland, College Park. She currently serves as the NASDAQ OMX representative on the FISD Executive Committee and co-chairs the Business Issues Advisory Committee.

Nick Merritt
Program Director, Financial and Information Services Division (FISD)

Nick joined FISD in May 2007 and focuses on management of a variety of FISD working groups, including Service Levels & Communications and Billing & Invoicing. He also develops program content for FISD events. Prior to joining FISD he was with the American Bankers Association from 2002-2007 where he served as Manager Service Membership providing products and services to more than 700 non-bank members of the ABA. Nick also worked with The Nasdaq Stock Market from 1987 - 2001 and served as Senior Director Issuer Services. He has a BA from The University of Mississippi and an MBA from The George Washington University.

Kees Middendorp
Senior Consultant, Corporate Actions, SMARTSTREAM TECHNOLOGIES (AUSTRALIA)
Kees Middendorp works as the Corporate Actions solution specialist for Asia Pacific at SmartStream. Including his two years at SmartStream, Kees has over 12 years experience working in the banking and finance industry, of which 5 were spent in senior Corporate Actions related roles. He has previously worked for HSBC Securities Services in Sydney, and has a Bachelor of Economics and a Bachelor of Laws.
 

Andrew Miller
CEO, Arcontech plc

Andrew Miller has 30 years real-time systems experience, over 20 with financial markets data.

He conceived and continues to nurture Arcontech’s CityVision products for controlled, low latency processing and distribution of market data in response to market demand for reliable, cost-effective alternatives to data vendor-specific products. CityVision is now deployed world-wide in mission critical applications from central banking, through national treasury and investment banking to retail derivatives trading.

Andrew is much published and a vocal advocate of internetworking communities and vendor independent technologies as a means to reduce costs and increase quality of real-time market data

Michael Mollemans is the Head of Electronic Execution Sales at Daiwa Securities America, where he manages the direct market access, algorithmic trading, smart order routing, and program trading services for the US, Japan, and South East Asian markets. Prior to his wide ranging role at Daiwa Securities, Michael was in charge of US electronic execution services for Credit Lyonnais Securities at their New York office. Prior to this, he was in charge of Japanese electronic execution services for Credit Lyonnais Securities at their Tokyo office. Michael was previously a regional securities analyst for DBS securities at both their Singapore office and Bangkok office. Overall, Michael has over ten years of experience in the securities industry in a variety of capacities - including research, trading, and information technology project management - at a variety of markets, including New York, Tokyo, Singapore, and Bangkok. Michael is also a frequent speaker on a wide range of complex topics, including Smart Order Routing, Regulation National Market System (RegNMS), Option Symbology Initiative (OSI), market data scalability & latency minimization technology, best execution, credit rating change prediction modelling, and corporate announcement effects on standardized abnormal volatility. Michael is a Chartered Financial Analyst (CFA) and has a Ph.D. in Econometrics from Macquarie University.

Dennis Mwansa has an engineering & computer science background (BSc Electronics & Telecommunications, MSc & PhD Computer Science). Worked in technology for 19 years with the last 12 years in the financial industry in technology infrastructure. Current role with RBS is managing teams providing project and BAU support for eCommerce, electronic trading, market data and payments & settlements gateway infrastructure.

Frederick Pennino
Global Business Development Executive, Exchanges and Clearing, IBM

Mr. Pennino has over 35 years experience focused on the Financial Markets industry. Having started his career with a major NY based investment bank and then a NY based major equities and options Exchange, Mr. Pennino later held senior technology, sales and marketing roles at an OTC exchange, a European based Market Data company, a software vendor specializing in the development and deployment of applications to automate exchanges and clearing houses, and at four separate IT companies. In this latter capacity, Mr. Pennino had Global responsibility for strategy, business development, business consulting and industry marketing focused on the Financial Markets industry. Today, Mr. Pennino takes the lead in business and IT consulting to Exchanges and Clearing Houses as the focal point of IBM’s global Market Infrastrucuture practice.

Mr. Pennino is recognized by the industry as a thought leader and as such is called upon to speak at major industry events and is the founder of the international Globalisation Exchange and Clearing event. Over his career, Mr. Pennino has led numerous strategic consulting engagements for many of the exchanges and clearing entities around the globe.
 

Daniel Poon
VP of Sales & Marketing, Hong Kong Exchange
 

Katherine Shen
Director, WW Industry Solution Development, IBM (CHINA)

Dr. Shen is Director of WW Industry Solution Development, IBM Software Group,  located in China Development Laboratories (CDL).  She is responsible for WW SWG industry solution product development including WebSphere Front Office (WFO)/ WMQ Low  Latency Messaging (LLM) for financial market,  WebSphere Business Integration for Financial Networks (WBI-FN) for banking wholesale payment, WebSphere Multi-channel Banking Transformation Toolkit (WMBTT), & WebSphere Software for Telecom (WsT) with a WW development team cross US, Germany, China, Taiwan & India. 

Dr. Shen is also responsible for China SOA Design Center, Banking Solution Lab, Insurance Solution Lab, Financial Market Solution Lab,  Healthcare Solution Lab in CDL with close to 100 solution architects and technical consultants  and providing leading edge industry solutions to enable customer success.

Makoto Shibata
Principal Analyst, E-Business and IT Initiatives Division, THE BANK OF TOKYO-MITSUBISHI UFJ

Mr. Shibata is leading the bank’s R&D and planning in emerging technology and online financial services. His career in banking includes Corporate Planning, Accounting, Corporate Finance, and Retail Customer Services. He is also active in promoting the new global standard, XBRL (eXtensible Business Reporting Language), for processing financial data, serving as Chair of Financial Services Working Group for XBRL Japan. He has BA from the University of Tokyo (with one year at Harvard University), and MSc from Oxford University.

Hugh Stewart
Head of Sales EMEA and Asia , VP
Hugh has worked in trading , risk management and commercial lending for the last twenty years. He has been a Managing Director at Bankers Trust, Algorithmics, C*ATS, Calleo, QuiC Financial and Zoologic amongst other banking , consultancy and software positions. The importance and impact of data management in risk management has always been a constant enthusiasm.
 

Prof. Mike So, Prof. Mike So is an Associate Professor at the Hong Kong University of Science and Technology (HKUST). His research interests include financial time series modeling, market volatility study and risk management. He is an associate editor of the journal, Asia-Pacific Financial Markets. Active in university and industry collaborations, Prof. So has served as an advisor in many collaborative projects with mutual funds, stock exchange and international companies in financial and banking areas. He is also a certified Financial Risk Manager of GARP. Currently, he is the founding program director of a newly launched degree program in risk management and business intelligence of HKUST.

Rose Marie E. Sotelo
Head of Treasury Risk, LAND BANK OF THE PHILIPPINES

Ms. Sotelo currently heads the Treasury Risk Management Department of the Land Bank of the Philippines, a wholly-owned bank of the Philippine government and ranks No. 4 among the biggest banks in the country. Her team performs oversight function for risks identification, measurement and analysis, monitoring and control of risks inherent in trading, investment, and other Treasury – related activities. Her oversight function covers areas of liquidity and market risk management specifically on funding requirements and/or ensuing liquidity gaps, interest rate and foreign exchange rate sensitivities, trading and equity pricing valuations as these impact to bank’s earnings and capital. In the process, she has authored fundamental policies and procedures vital to the effective implementation of the Bank’s liquidity, market and credit risk management activities. She also headed the Training Lead Team under the Landbank Implementation Team (LIT) for the nationwide implementation of Capital Adequacy Ratio (CAR). She was key to the development of the Treasury Risk Data Consolidator System and the formulation of implementing policies and guidelines for the Generation of Data for the Computation of Risk Weighted Assets covering Treasury Risk.

Jean Williams
Product Business Owner, Asset Control

As a product business owner, Jean Williams is responsible for developing and implementing overall solution strategies based on industry trends and customer needs, defining growth opportunities, and influencing sales and channel strategy for Asset Control. Ms. Williams has more than 25 years of experience in global financial services and technology. Prior to Asset Control, she was co-founder of Citadel Associates. She started her career at Lazards and has held key operational roles at Lloyd’s Register, Deutsche Bank and ACT Financials as well as heading a global business unit for Logica.
 

David Wilkinson
Senior Director, Business Development, Asia Pacific, EQUINIX (JAPAN)

David Wilkinson joined Equinix in 2002. He has spent more than 10 years living and working in Japan and has primarily focused his career on the development of business in the Japan market for foreign companies and helping Japanese companies introduce foreign technologies and services to the market. Prior to joining Equinix, Wilkinson served as President of CCC Network Systems K.K. for four and a half years, leading CCC’s entry into both the Japanese and Korean Markets. He also worked for the Fujitsu Group for more than 10 years, both inside and outside of Japan. Wilkinson is currently serving as Director and Treasurer of Futures Industry Association (FIA) Japan. He is also in the Japan Regional Committee of FPL (FIX Protocol Limited) and a member of FIA Asia.

Nourredine Yous
Head of Reference Data Management, Executive Director, SIX Telekurs

Nourredine Yous is Head of Reference Data on the Executive Director level at the international financial information provider SIX Telekurs Ltd, a division of SIX Group, headquartered in Zurich, Switzerland. The SIX Telekurs database with its structured and encoded securities administration data for more than 5 million financial instruments is unique in terms of its depth of information and data coverage. With offices in 23 countries, SIX Telekurs combines the advantages of global presence and local know-how. SIX Group provides infrastructure services to national and international participants of the Swiss financial centre. The company's fields of business include securities trading, securities services, financial information and payment transactions. In his 28 years at SIX Telekurs, Nourredine Yous has taken on various managerial roles in the area of data management and led many reference data projects. As a member of the Association of National Numbering Agencies (ANNA), he has been representing the Swiss financial market since 1992, the year ANNA was founded. At the same time, Nourredine Yous has worked for ISO, first as convenor for the working group 6 that in 1995 published the first version of the ISO 10962 standard (Classification of Financial Instruments - CFI). Under his leadership, this ISO working group developed two additional standards ISO 18773 (Abbreviations) and ISO 18774 (Financial Instrument Short Name). Since 2000, Nourredine Yous has been the Chairman of ISO TC68/SC4, the ISO subcommittee responsible for developing standards in the securities area. Born in 1951, Nourredine Yous, graduated from the Technical Banking Institute (“Institut Technique de Banque”), Paris. He later moved on to study Business Informatics and was trained in IT project management.