PRINT SCHEDULE

Monday, November 12


12:00 p.m. - 2:00 p.m.

Women's Group Luncheon

Location: Thomson Reuters, ICBC Tower, 18/F, 3 Garden Road, Central, Hong Kong

Capacity is limited.  Attendance is restricted to registered APFIC delegates.

Event Schedule:
  • Registration and Luncheon:  12:00pm-12:45pm
  • Program: 12:45pm -1:30pm - Profiles in Leadership.  A panel of luminaries from data and risk will come together to discuss their paths to success, and tips for others. 
  • Networking: 1:30pm-2:00pm

Moderator:

Tracey Shumpert, FIA, Director, Member Relations, FISD

Panelists:

Kathryn Dunn, Executive Director, JPMorgan

Eleanor Fitzgerald, Senior Vice President, Asia Pacific Region Chief Risk Officer, Northern Trust

Jennifer Ilkiw , Vice President, Asia Pacific Intercontinental Exchange | ICE

Marion Leslie, Managing Director, Enterprise, Refinitiv

6:00 p.m. - 8:00 p.m.

Welcome Drinks

Ozone Bar - Ritz-Carlton, International Commerce Centre, 1 Austin Road West, Hong Kong

Catch up with old colleagues and meet new contacts at the Ozone Bar at the Ritz Carlton Hong Kong - world famous as the ‘highest bar in the world’.


Tuesday, November 13


9:00 a.m. - 9:10 a.m.

Welcome Remarks

Location: Ritz-Carlton, International Commerce Centre, 1 Austin Road West, Hong Kong.

Scott Cooper, FIA, FISD Asia-Pac Regional Representative & Partner, Saquish Partners

Tom Davin, FIA, Managing Director, FISD

9:10 a.m. - 9:40 a.m.

Keynote: How are Cloud Services Helping to Transform the Financial Industry Landscape?

Keynote Speaker:

Dean Samuels, Head of Solutions Architecture, Hong Kong & Taiwan, Amazon Web Services

9:40 a.m. - 10:10 a.m.

Case Study: DBS's 2020 Strategy

Presenter:

Jeremy Green, SVP, Global Head ITT Trade Services, DBS Bank

10:10 a.m. - 10:25 a.m.

Can the Music Industry Help us to Consider Market data Pricing Disruption?

Presenter:

James Watson, Global Head of Sales, Tradition Data

10:25 a.m. - 10:55 a.m.

Networking Break

10:55 a.m. - 11:40 a.m.

The big debate: Legacy to next generation banking and brokerage - Which Technology is Leading the Transformation, and why?

Institutions are inundated with legacy applications that use market data ranging from back and middle office trade and credit reports to customer statements. Many applications use dated vendor interfaces and reside on operating environments and hardware that institutions can’t support, and don’t want to own. Before migrating these applications “as is” to a new environment - and potentially repeating past mistakes - what needs to be done?

  • Are the legacy businesses and processes being evaluated before embarking on the journey? How? By whom?
  • Do these applications need the same calibre/source of data as a trader? Is this an opportunity to change the “data culture” and move away from a single vendor distribution platform to a cloud-based multi-vendor Data/Platform as a Service?
  • Are cloud and fintech vendors going to be managed the same way as legacy vendors? Will this introduce a culture clash and/or an operational environment clash?
  • Risk teams have concerns about fintech startups access to customer data; it introduces a security / KYC risk. How do you test, operate and manage the risk and customer data security associated with these environments? Do your current risk and security people have the skills for cloud and fintech environments?

Moderator:

Stuart Gurr, CTO APAC Transformation & CTO APAC Branches, Deutsche Bank AG

Panelists:

Nimesh Bharadia, Regional Head - Data, Strategy & Product, Tradition Asia

Stephane Dubois, Founder and CEO, Xignite

Victor Ekong, Director, Corel DMS

Marion Leslie, Managing Director, Enterprise, Refinitiv

11:45 a.m. - 12:35 p.m.

Trend-Spotting in Cloud Roundtables

  1. Roundtable #1: A production cloud-based enterprise data management and distribution platform
  2. Roundtable #2: Entitlement and data reporting platforms in the cloud
  3. Roundtable #3: IDB content and services delivered through the cloud
    • Co-Facilitator: Nimesh Bharadia, Regional Head - Data, Strategy & Product, Tradition Asia
    • Co-Facilitator: Jeremy Green, SVP, Global Head ITT Trade Services at DBS Bank, DBS Bank
  4. Roundtable #4:Visualising capital markets infrastructure in the private and public cloud
  5. Roundtable #5:Dealing with data provider and application changes in a cloud environment: a publish/subscribe network with agile messaging
    • Facilitator: Paul Nash, Global Business Director, Solace Systems
  6. Roundtable #6: From Streaming & Snapshot to Command & Control- market data distribution in cloud & hybrid eco-systems

Facilitator:

Steve Moreton, FIA, Global Head of Product Development, CJC Ltd

Yan Shih, FIA, Director of Asia Operations, CJC

12:35 p.m. - 1:00 p.m.

Harvesting Session

Each host will share the key takeaways following their roundtable discussion

1:00 p.m. - 2:00 p.m.

Lunch

2:00 p.m. - 2:50 p.m.

Data at a Speed of Light: Emerging Trends You Need to Know

Main Conference

Data governance and data security issues are becoming widespread as data capture points proliferate. What are data trends as well as critical behavioral tools that are essential in moving forward productively and with appropriate action? Based on the following key topic areas, the panel will examine how financial institutions should act now to get prepared for these future strategic developments:

  • How can data be monetized?
  • How to take advantage of data-driven innovation to excel growth for trading operations?
  • How do you prioritize technology investments?
  • How financial institutions can move toward better data management under the existing regulation: MiFID II, Dodd Frank, PDS2 and BCBS 239?

Moderator:

Endre Markos, Former Director and Asian Head of Execution to Custody,

Panelists:

Gaurav Aggarwal, Senior Vice President, Head of Data Management & Analytics, DBS Bank

Peter Clark, Regional Chief Information Officer, Greater China and North Asia, STANDARD CHARTERED BANK

Patrick P. Khong, Global Head of Data Governance & Data Quality, HSBC

Jack Ko, Head of Market Data, Asia Pacific, Société Generale

2:50 p.m. - 3:30 p.m.

Case Studies on Corporate Action - Delivering Industry Best Practice as Standard

  • Understanding how the advancements & digitisation of corporate action data are helping firms streamline their corporate action processing
  • Analytical reporting capabilities and optimising front office opportunities
  • Be well-informed of the latest dividends, splits and critical corporate actions, reducing operational and reputational risks. Deep, complete, global corporate action in a structured format enables straight through processing

Moderator:

Wei-Shen Wong, Asia Staff Reporter , WATERSTECHNOLOGY

Participants:

Joanne Chen, Data Consultant, SIX-Group

Alan Jones, Business Solutions Director, APAC, SmartStream Technologies

3:30 p.m. - 4:00 p.m.

Break

4:00 p.m. - 4:45 p.m.

Fireside Chat: Mastering Data Management Across Risk and Valuation Functions to Meet on-going Regulatory Challenges

  • Do banks have a grasp on in-house and external data available?
  • Does maximising data availability result in better regulation and capital outcomes?
  • Does Asia-Pacific have specific challenges when moving to regulation requiring trade evidence?
  • Who is the gatekeeper for valuations and risk data in the bank?
  • How do we ensure global consistency in managing risk and valuation data?
  • Moving forward: using a converged data platform to stay on top of risk, regulation and make effective use of capital

Moderator:

Endre Markos, Former Director and Asian Head of Execution to Custody,

Panelists:

Clive Chan, Global Head of Equities Valuation Risk and Control, Credit Suisse

Albert Chung, Head Market Risk Analytics, Standard Chartered

4:45 p.m. - 5:30 p.m.

Glass Door Debate: Open Innovation Versus High Security

A high level discussion panel that provides an opportunity for you to hear from both fintech start-ups and banks to voice their concerns which inhibits financial industry giants from adapting innovative business operations and vice versa. The industry dialogue aims to improve customer experience and enhance risk management.

  • Business continuity planning
  • Replacing “old culture” with innovative technology
  • Legal requirements for ensuring sound vendor security practices
  • The risks involved with outsourcing

Moderator:

Allan Reyes, Head of Technology Solutions Department, Nikko Asset Management Co., Ltd.

Panelists:

Renu Bhatia, Entrepreneurship Committee Advisory Group, Cyberport Hong Kong

Emanuel Breiter, Co-Founder, AIDYIA

Teerapat Pokaprakarn, Senior Data Engineer, SCB Abacus

5:30 p.m. - 5:40 p.m.

Closing Remarks


Wednesday, November 14


9:00 a.m. - 9:15 a.m.

Welcome Remarks

Location: Ritz-Carlton, International Commerce Centre, 1 Austin Road West, Hong Kong

Katie Palisoul, Publisher, Waterstechnology

9:15 a.m. - 9:45 a.m.

Keynote: Evolution, Growth and Real World Examples of Using Alternative Data in Finance World

Keynote Speaker:

Tim Harrington, Co-Founder & CEO, BattleFin

9:45 a.m. - 10:30 a.m.

Plenary Program

Side Presentations and Demonstrations

Alternative Data: Where Things Stand and Where Things are Going?

Fireside Chat: Talent Management in the Digital Era

10:30 a.m. - 11:00 a.m.

Networking Break

11:00 a.m. - 11:45 a.m.

Artificial Intelligence: Opportunities, Challenges and Impact

  • Current state of play in AI adoption – a proven competitive advantage?
  • Applying AI technologies to analyse, consolidate and standardize data for trade
  • What common trends do their innovation efforts point to – and what does that mean for the future of banking? 
  • How does AI bring light to "Dark Data”, or external alternative and unstructured data?
  • Training the machine – the changing factor for creating unique business (and trading) strategies over time?

Moderator:

Mihai Bistriteanu, Head of Securities Lending and Financing Department, SBI SECURITIES

Panelists:

Chaithanya Bondada, Financial Markets Technology Leader, Deutsche Bank

Huayi Dong, MD, Global Head of Electronic Trading Solutions, Daiwa Capital Markets

Johnson Poh, Head Data Science, DBS Bank

Teerapat Pokaprakarn, Senior Data Engineer, SCB Abacus

11:45 a.m. - 12:25 p.m.

Alternative Data and AI Roundtables

Take the day’s most interesting issues and engage with your peers in small, interactive roundtable discussions to share best practices, continue the debate, and take away a different perspective to the same challenge with your fellow peers.

  1. Roundtable #1:ESG data sample analysis 
    • Facilitator: Chris Johnson, Senior Product Manager, Market Data, HSBC Securities Services
  2. Roundtable #2:Impact of AI and machine learning in the financial services sector
    • Facilitator: Johnson Poh, Head Data Science, DBS Bank
  3. Roundtable #3:Best practice to integrate AI into business operations and harness its potential
    • Facilitator: Mihai Bistriteanu, Head of Securities Lending and Financing Department, SBI SECURITIES
  4. Roundtable #4:What if adopted AI technology fails?
    • Facilitator: TBA
  5. Roundtable #5:Ethics, governance, oversight and control for this tech
    • Facilitator: TBA
  6. Roundtable #6: How JD Financial facilitates financial market insight with unstructured Financial data technology
    • Facilitator: Alvin Hu, Director of Platform Business, Financial Markets Department, JD Finance

12:25 p.m. - 12:45 p.m.

Harvesting Session

Each host will share the key takeaways following their roundtable discussion

12:45 p.m. - 1:45 p.m.

Luncheon

2:00 p.m. - 4:30 p.m.

Constituency Group Breakout Sessions

Location: Announced during the Conference

Break-out sessions for constituent groups: exchanges, vendors, and consumers.  Attendees must be part of the targeted constituency.  By invitation only.

5:00 p.m. - 5:15 p.m.

Offsite Networking Event Bus Check in and Departure

Location: Ritz-Carlton, International Commerce Centre, 1 Austin Road West, Hong Kong

Busses depart from the Ritz-Carlton to the Happy Valley Racetrack at 5:15 PM. Delegates must have the race course pass with them to gain access to the bus at the Ritz-Carlton. Delegates must arrive at Happy Valley Racetrack in the conference bus to be admitted to the races.

6:00 p.m. - 9:00 p.m.

Offsite Networking Event - A Night at the Races

Location: Happy Valley Racetrack