New York Agenda
|
TIME |
SESSION |
|
8:00 - 8:45 |
Conference Registration and Continental Breakfast
______________________________________________________________________________________ |
|
8:45 - 9:00 |
Welcome and Conference Overview
Bob Rose, Executive Vice President, Strategic Planning and Business Development, Thomson Reuters ______________________________________________________________________________________ |
|
9:00 - 9:15 |
Intelligent Information for Investment Professionals
Jon Robson, President, Thomson Reuters ______________________________________________________________________________________ |
|
9:15 - 10:00 |
Keynote Address: The Cyber-Terrorism Threat to the U.S. Banking Industry
The Honorable Michael Chertoff, The Chertoff Group, former Secretary of the Department of Homeland Security ______________________________________________________________________________________ |
|
10:00 - 10:45 |
Panel Discussion 1: Investment Strategies in today’s Capital Markets
Kevin Egan, Executive Director, Co-Head of Senior Loans, Morgan Stanley Investment Management Jayme Fagas, Global Head, MBS & ABS Pricing Reference Data, Thomson Reuters Gyan Sinha, Partner/Portfolio Manager, KLS Diversified Asset Management Moderator: Myron Kandel, Founding Financial Editor, CNN America, Inc. ______________________________________________________________________________________ |
|
10:15 - 10:45 |
Conference Break with Refreshments
______________________________________________________________________________________ |
|
10:45 - 11:30 |
Panel Discussion 2: Best Practices in Pricing Operations
Tim Kafesjian, Director of Operations, Nuveen Investments Marina Lewin, Managing Director, Alternative Investment Services, BNY Mellon Lynda Maggio, Vice President, Capitail Markets Pricing, Federal National Mortgage Association (FNMA) Eric Reichenberg, Global Director of Valuations, GlobeOp Financial Services Moderator: Susan Malloy, Managing Director, Putnam Investments ______________________________________________________________________________________ |
|
11:30 - 12:15 |
Panel Discussion 3: Drivers in Technology and Analytics Development – Transparency, Quality and Timeliness
Jeffrey Addis, Chief Administrative Officer & CCO, Merganser Capital Management Russ Parentela, Managing Director, BNY Mellon Seth Silverstein, Executive Vice President, GMAC Capital Markets Moderator: Mike Powell, Global Head, Enterprise Information, Thomson Reuters ______________________________________________________________________________________ |
|
12:15 - 1:20 |
Lunch
|
|
12:40 - 1:20 |
Panel Discussion 4: Globalization and National Security
Barbara Grewe, Principal Policy Advisor, Mitre Corporation Celina Realuyo, President, CBR Global Advisors Jeffrey Troy, Section Chief, Cyber Division, Federal Bureau of Investigation Moderator: Simon Denyer, Washington Bureau Chief, Thomson Reuters ______________________________________________________________________________________ |
|
1:30 - 2:15 |
Product Focus A: Derivatives & Municipals
Raj Gadkari, Global Head, Securitized Products and Pricing, Thomson Reuters Will Hickson, Head of Evaluated Pricing - Americas, Thomson Reuters Karl Mackelburg, Director, Derivative Evaluations, Thomson Reuters Mike Demas, Head of Municipal Bonds Pricing, Thomson Reuters ______________________________________________________________________________________ |
|
1:30 - 2:15 |
Product Focus B: Datascope – Legal Entity Exposure & Risk
Brian Buzzelli, Americas Business Owner, Pricing and Reference Data, Thomson Reuters Kristin Swenton, Business Development Director, Thomson Reuters ______________________________________________________________________________________ |
|
1:30 - 2:15 |
Product Focus C: Loan Pricing
Ioana Barza, Vice President/Senior Market Analyst, Thomson Reuters LPC Ted Basta, Senior Vice President - Research, Loan Syndications and Trading Association Meredith Coffey, Executive Vice President - Research & Analysis, Loan Syndications and Trading Association Todd Reynolds, Head of U.S. High Yield and Loan Pricing, Thomson Reuters ______________________________________________________________________________________ |
|
2:15 - 2:30 |
Conference Break with Refreshments
______________________________________________________________________________________ |
|
2:30 - 3:15 |
Panel Discussion 5: Global Security Pricing Issues
Marcus Barrett, Vice President/Head of Canadian Pricing Operations, State Street Canada Kfir Ben-Zvi, Vice President, Pacific Investment Management Company (Pimco) Mark Soussan, Vice President - Operations, Northern Trust Ahmad Vakil, Vice President and Director, PNC Global Investment Servicing Moderator: Ed Buccigross, Operations - Central Pricing Department Head, Brown Brothers Harriman ______________________________________________________________________________________ |
|
3:15 - 4:00 |
Panel Discussion 6: Accounting Standards; A Year of Change (Convergence, Consolidation & Fair Value)
|
|
4:00 - 5:00 |
Panel Discussion 7: Governance and Regulatory Reform
Glenn Booraem, Principal, The Vanguard Group Tom Deutsch, Executive Director, American Securitization Forum Randy Snook, Executive Vice President, SIFMA Moderator: Theresa Hamacher, CFA, President, National Investment Company Service Association (NICSA) ______________________________________________________________________________________ |
|
5:00 - 7:00 |
Cocktail Reception
Special Guest: President Bill Clinton, founder of the William J. Clinton Foundation & 42nd President of the U.S. |