Issue Brief & Networking Reception

John Bottega

Chief Data Officer , Bank of America

Deborah Culhane

Chief Operating Officer, Fidelity Investments

Ludwig D'Angelo

Executive Director Worldwide Securities Services, JPMorgan Chase

Ludwig D’Angelo manages the Global Instrument Reference Data Utility within Worldwide Securities Services Operations for JP Morgan. He has over 28 years of experience in financial services including front office, risk management, operations, technology and marketing. He has previously held senior positions at Swiss Bank Corp, Bankers Trust, Reuters as well as KPMG Consulting where he was a practice leader in trading technology. He is a frequent lecturer on Securities and Derivatives topics in industry and academia. Early in his career, he was a professional options trader for Oppenheimer & Company.

Scott Preiss

Vice President, Securities Classifications, Standard & Poor's CUSIP Service Bureau

Scott J. Preiss is vice president, Securities Classifications for Standard & Poor’s, which administers the CUSIP numbering system and the CUSIP International Numbering System (CINS) for the United States, Canada, and various global territories under contract to the American Bankers Association. Under Scott’s direction, Securities Classifications is responsible for the development and operation of the ANNA Service Bureau, launched in July 2001 as a central hub for the consolidation and distribution of ISIN data from >70 global markets, and jointly operated with Telekurs Financial, Zurich. Standard & Poor’s Securities Classifications also provides a variety of cross-referencing, obligor and entity-identification solutions to market participants, including collaboration with D&B to link entity hierarchies with securities identifiers for risk management and compliance needs.

Douglas B Taylor

Founder & Managing Partner, Burton-Taylor International Consulting LLC

Douglas B Taylor is Founder & Managing Partner of Burton-Taylor International Consulting LLC, a business consulting organization created in 2006 and focused on helping information, news, software and financial services companies improve performance. He is also Managing Director of the Emerging Markets Information Service (EMIS), a product of Euromoney Institutional Investor company ISI Emerging Markets. Mr. Taylor entered the financial information space at Reuters in 1987, where he spent 15 years in North America, South America and Europe, the last 5 of which heading Reuters news marketing and product management globally. After leaving Reuters, and before founding Burton-Taylor, Mr. Taylor headed the marketing and product development divisions, as well as the Investment Management, Investment Banking & Research, Institutional Equities and Wealth Management business units for Thomson Financial in Asia. He has also served as Chief Marketing Officer at software developer Insurance Technologies and as Manager, Partner Engagement at software giant Microsoft Corporation. Mr. Taylor has been quoted as a financial information industry expert by The Wall Street Journal, The New York Times, The London Times, Dow Jones Newswires, Forbes and in the biography "Mike Bloomberg; Money, Power, Politics", by Joyce Purnick.

Martin Williams

VP, Reference Data Product Development, Interactive Data Corporation

Martin Williams is recognized as an expert on the creation, collection and distribution of high-quality reference data for use across the financial instrument processing lifecycle. As vice president of Interactive Data Pricing and Reference Data’s Reference Data Product Development team, Mr. Williams is responsible for the product strategy and for identifying and developing new business opportunities for Interactive Data in the Reference Data market. Since assuming this role, Mr. Williams has led the development and introduction of several completely new reference data offerings including the Business Entity Service which is designed to help clients meet their requirements for managing credit, market and operational risk, and compliance under a variety of global risk management and liquidity risk regulations. Mr. Williams has also been instrumental in the development and implementation of the firm’s next-generation reference data strategy which is bringing to market a set of transformational new services targeting data management and usage throughout the enterprise.

Previous to this role, Mr. Williams served as Vice President of Interactive Data Pricing and Reference Data’s Institutional Data Delivery Products Business for seven years. There he led the Company’s institutional business, a $130 million business line specializing in pricing, reference data, on-line and access products. Mr. Williams’ contributions have been critical to establishing Interactive Data Pricing and Reference Data as a leading provider of high-quality, award-winning reference data services that are utilized by many of the world’s largest and most innovative financial institutions as well as leading solutions providers.

A 25-year veteran of the financial services industry, Mr. Williams previously managed the Asset Backed Securities Group (ABSG) for The Muller Data Corporation. ABSG was a provider of descriptive and pricing data for mortgage related securities. Muller and ABSG were part of Thomson Financial Services and were subsequently sold to Interactive Data in 1999. A major highlight of Mr. Williams’ tenure at Muller Data was building and leading ABSG’s securities pricing service. Prior to joining ABSG, he served as a project leader at RMJ Securities for the firm’s dealer operations software system. Before arriving on Wall Street, Mr. Williams served as a project manager and systems analyst at AT&T.

Mr. Williams holds a Masters in Business Administration from Rider University and a B.S. in Marketing and Information Systems from Manhattan College.

Nathan Wolaver

Senior Sales Executive, Asset Control Systems, Inc.

Stanley Young

CEO Enterprise Products & Solutions, Bloomberg

Stanley Young is the chief executive officer of Bloomberg’s Enterprise Products and Solutions (EPS) business, which helps companies access, analyze and distribute market data and enterprise information throughout a global organization. Bloomberg EPS offers a range of managed enterprise solutions for financial services firms globally, including a consolidated data feed, data management platforms and a best-of-breed enterprise data management (EDM) offering. Based in New York, Mr. Young is responsible for overseeing all day-to-day aspects of the Bloomberg EPS business.

Mr. Young brings to Bloomberg more than 20 years of experience in financial technology and data management. Prior to joining Bloomberg in May 2012, he was CEO of New York Stock Exchange (NYSE) Technologies, a division of the NYSE that offers financial transaction data and infrastructure services to the financial community. Previously, Mr. Young held several positions at Hewlett-Packard, most notably, as the worldwide director of financial markets technology. He also held leadership positions at Capco, Accenture and Anderson Consulting. Mr. Young began his career at the London Stock Exchange (LSE) in 1987.

Mr. Young has a bachelor's of science degree with honors in applied sciences from Shrivenham University in Swindon, England. He has also served as an officer in the Royal Corps of Signals in the British Army.