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Similar to many other industry sectors, last year we witnessed rapid adoption of cloud-based solutions by the financial services industry. Alternatives to deploy in private, hybrid and public clouds have expanded the span of activities. Wall Street firms are rightfully concerned with security and latency requirements that can be compromised in a cloud environment unless orchestration and governance are duly exercised. This includes profiling applications and data, managing risk and continuing to make them compliant by prevailing industry standards. In addition, navigating the widely diversified vendor space to design the optimum solution is always a challenge in the evolving marketplace. This seminar addresses the practical aspects of making the right decisions about what to deploy, how to do so, how to optimize cost and how to continuously monitor secure service delivery in the cloud.

Open Discussion:
Cloud “Infrastructure As A Service” (IaaS) providers are a plenty and are seemingly congregating around commercial products/services, or open source alternatives. Many traditional commercial infrastructure vendors have emerging IaaS offerings that provide some degree of automation, abstraction, provisioning, and management capabilities. At the same time, open source efforts such as Eucalyptus and OpenStack are gaining support, with OpenStack now sporting over 60 member firms including Cisco, Citrix, Dell, Intel, and Microsoft. Which path are you taking? Engage in a spirited discussion around the merits of the various options and their differences.

Topics:

• Service Models
• Cloud Governance
• Utility Costing and Pricing Models
• On-Demand Service Provisioning
• Orchestration
• Multi-tenancy
• Practical Applications and Implementation
• SaaS (Software as a Service) and Platform Design for Cloud Services
• Cloud Collaboration
• Leveraging Internal vs. External Clouds
• Risk Management, Compliance, Security
• Green Aspects for Cloud Computing
• Engagement Model
• Vendor Selection for Cloud Services
• Using Cloud Services for Disaster Recovery

7:30-8:00AM Registration and Breakfast – Breakfast Sponsor: Zenoss

8:00-8:05AM WSTA Introductions – Michael Maffattone, Chief Technology Officer,
Harvard Management Company and WSTA Vice President

Today’s presentations will be available online on the agenda page at http://www.wsta.org/events/event_archive_photos

8:05-8:30AM "Open Discussion"
Alok Kapoor, Executive VP, Enterprise Infrastructure, Fidelity Investments, WSTA Board Director
Cloud “Infrastructure as a Service” (IaaS) providers are a plenty and are seemingly congregating around commercial products/services, or open source alternatives. Many traditional commercial infrastructure vendors have emerging IaaS offerings that provide some degree of automation, abstraction, provisioning, and management capabilities. At the same time, open source efforts such as Eucalyptus and OpenStack are gaining support, with OpenStack now sporting over 60 member firms including Cisco, Citrix, Dell, Intel, and Microsoft. Which path are you taking? Engage in a spirited discussion around the merits of the various options and their differences.

8:30- 9:15AM Keynote -- “Cloud Computing Comes To Financial Services”
Charles Babcock, Editor at Large, InformationWeek, and author of Management Strategies for The Cloud Revolution.
Cloud computing is changing retail, software development, how we congregate and collaborate with fellow workers. It will also change financial services, extending trading systems to more participants and giving those with an interest direct access to markets. New hazards along with many new opportunities will accompany this invasion of financial services by the cloud.
This session will help those who want to learn about the cloud’s impact:
1. How a cloud data center is different from most enterprise data centers and why that’s important; what happens when self-service is the modus operendi.
2. How the cloud portion of the new NYSE Euronext data center in Mahwah, N.J., will be a leveling force in financial services; bringing new types of trading and traders into exchanges.
3. What some of the uncharted hazards of this brave new world of cloud computing will be. Amazon’s Easter weekend outage is one indicator; another is the successful attack on Pacific Northwest National Laboratory.
4. In addition to hazards and fresh competition, there will be many new opportunities to innovate and extend in trading services.

9:15-9:40AM “Ensuring Speed and Security in Public, Private, and Hybrid Clouds”
Joe Ghory, Senior Product Marketing Manager, Riverbed Technology
The advent of cloud computing offers Financial Services firm new choices in how to architect their IT infrastructure for the best possible blend of performance, availability, cost, and control. A critical requirement is the ability to integrate public and private services with optimized connectivity to build a flexible hybrid cloud environment. As the volume of transactions, the underlying, research, strategy, and communication that underpin them explodes Wall Street firms are demanding that their technology not only keep pace but lead them to greater returns. Join Riverbed Technology Sr. Marketing Manager Joe Ghory to learn how your network can give you a competitive edge with your current and future infrastructure by:
· Mitigate the impact of latency, application, and protocol inefficiency to ensure application performance
· Unlocking the challenges and opportunities in private, public, and hybrid cloud infrastructures
· How to ensure high availability and compliance while minimizing overhead

9:40-10:05AM “An On-premise Cloud Infrastructure as a Service Platform for Financial Services”
David P. Butler, VP, Marketing, Eucalyptus Systems
On-premise Infrastructure as a Service (IaaS) brings the power of cloud computing to your IT systems and data center automation initiatives. It offers the additional software infrastructure and cloud platform to transform virtual and physical servers, storage and networks into shared, elastic, standardized cloud resources. Cloud infrastructure resources for compute, network, storage and security provide virtual machines for high performance financial models, dev/test processes, Big Data deployments and hybrid deployments using Amazon AWS.
Key takeaways:
· Learn how on-premise IaaS extends and enhances the automation, speed and flexibility of virtualized infrastructure
· Analyze the IaaS use cases for on-premise clouds
· Gain an understanding of the Eucalyptus IaaS platform

10:05-10:30AM "Break and Demo Area Visit" Break Sponsorship Available

10:30-10:55AM “Financial Services Have Reached the Cloud Tipping Point”
Mary Stanhope is responsible for marketing, product management and new market development at Sidera Networks
The benefits of cloud are ripe for today’s markets. Sidera Networks commissioned a survey of IT decision makers focused on understanding the growth, drivers and adoption of IT and cloud services. Financial Service businesses top the list of industries that see cloud computing impacting their IT requirements over the next 2 years. This session will explore how financial companies are looking to use and connect to the cloud.
Takeaways:
• How Financial companies are adopting the use of cloud computing
• What are the drivers and concerns behind the move to the cloud for Financial companies
• What are the different facets of network connectivity to consider when deploying a cloud solution
Provided to attendees - A white paper ‘Financial Services Have Reached the Cloud Tipping Point’ provides, in more detail, the drivers, concerns and viability of cloud networking solutions according to financial companies responses to the 2011 IT Decision Makers Survey.

10:55-11:20AM “Moving Beyond Infrastructure Provisioning - Real World Cloud Use Cases”
Herb VanHook, Vice President, Office of the CTO, BMC Software
While commercial "infrastructure as a service" (IaaS) providers have been in the market for a number of years, we are starting to see the early adopters of on-premise cloud models, resulting in first generation Private Cloud build-outs. Companies pursuing this path also want to embrace a hybrid Cloud strategy, but are confronting the complexity of compliance, governance, operational processes, sophisticated software stacks, unique application requirements coupled with legacy infrastructure and skill set transformation needs. This session examines the promise and reality of progressing beyond spinning up virtual servers and basic images and moving to a world where pragmatic business needs can be matched with and enabled through Cloud technology. While initial provisioning is important - can it handle the complex software stacks and architectures demanded in the financial industry? Also, the ongoing demand of cloud operations is often not addressed by the majority of technology options in the market today - how will those issues be handled in your Cloud strategy?
Key takeaways:
· Macro and micro Cloud use case requirements, and metrics for cloud success · Making cloud a reality for sophisticated workloads and application configurations in a secure, multi-tenant manner - with the full lifecycle addressed, from provisioning, through operations to retirement.
· Preparing for the multi-sourced Cloud world with an introduction to Service Brokering

11:20-11:45AM “Getting More From Your Cloud Investment”
Anders Wallgren is Chief Technical Officer of Electric Cloud
No doubt your company has already invested heavily in the cloud. The hype of cloud computing is real and dividends are already flowing. What's more, cloud computing enables you to tackle some of the most confounding challenges of your technology-intensive business. The developers in your company rely not only on compute resources, but on their personal collection of tools, operating systems, configurations and workflows.
Takeaways:
• A blueprint for creating a private development cloud
• How workflow automation and resource management allow development teams to effectively use a private cloud infrastructure
• How build-test-deploy tasks can be run in a shared environment
A case study on how one large wall street firm was able to reduce costs while increasing productivity will also be provided.

11:45-12:10PM “Doing more with less: An OpenStack Story”
Andrew Schroepfer, VP, Enterprise Strategy, Rackspace
The ultimate goal of cloud computing is to use less resources--decrease management and decrease costs--while also utilizing and enhancing their infrastructure. OpenStack is a large-scale open source cloud project and community established to drive industry standards, end cloud lock-in and speed the adoption of cloud technologies. This session will discuss how the OpenStack project is enabling enterprises and service providers to do more with their infrastructure while using less resources.

12:10-1:10PM Luncheon Sponsor: “Building a Next-Generation Trading Community”
Robert Hegarty, Global Head of Market Structure-Enterprise, Thomson Reuters
The global trading landscape is being transformed; with increasing levels of automation, technological progress and new regulatory obligations all contributing to ongoing changes in market structure. In this dynamic and competitive environment, vendors that service the trading community need to foster open communities to maximize the value they provide to their customers. Whereas closed systems work well to create vendor lock-in; open communities provide customers with choice and drive innovation, both through partnership and competition.
This presentation will outline:
· The impact of rising high frequency and algorithmic trading activity across regions and asset classes
· Key market and regulatory initiatives that are driving changes in global market structure
· How a next-generation of trading community can help firms to stay ahead of these trends

1:10-1:35PM “Beyond exposing APIs: Exposing your data and services through a Vertical PaaS”
Jonathan Marsh, VP, Business Development, WSO2
Adopters of cloud platforms expect scalability, high utilization rates, better analytics for their internal applications, and conversion of capex expenses to opex. In addition to these we are seeing a demand where adopters are seeking more – cloud offerings not just providing an API to their services but a complete “Vertical PaaS” including third-party application hosting with direct access to the core data and services of the organization. Offering a development and hosting platform deeply integrated with their data and services rather than a simple Web API increases the potential for monetization and wider application of their service assets. This talk introduces the concepts and motivations behind this idea and provides a few customer data points that may be early indicators of an emerging trend.

1:35-2:00PM “Securing Cloud Hosted Servers”
Carson Sweet, CEO, CloudPassage
Cloud computing is one of the most disruptive new technologies since the Internet. One of the fastest-growing sectors of cloud computing is Infrastructure-as-a-Service (IaaS). Cloud-based IaaS offers tremendous scalability, flexibility and speed in deploying information processing compute resources. Security and compliance remain major challenges to adoption of public cloud infrastructure hosting. Technical differences in public cloud environments render many established security models and controls inoperable. In this session, Carson Sweet will discuss why security and compliance is different in the cloud, outline a model for securing cloud-based hosting environments and explain best practices for implementing this model.

2:00-2:25PM “The Financial Cloud: Attributes and Common Challenges”
Denis Nothern, VP, Product Research & Development, Savvis
The applicability of cloud computing remains center stage for most IT organizations. The promise of delivering increased business value with improved IT responsiveness, improved reliability, and reduced costs has been accomplished by cloud providers for less-complex applications. However, organizations continue to be challenged by applications requiring multi-tier architectures with more complex security and compliance requirements – costly obstacles in achieving a sound cloud strategy. This presentation reviews several service and deployment models and will highlight security challenges and attributes to look for when selecting a cloud provider who can reduce the risk of cloud implementations.

2:25-2:50PM “In the Cloud or in the Money?” Scott Swartz, Founder and CEO, MetraTech Corp.
WSTA attendees will be familiar with the reality of multiple applications generating too much data. The cloud promises answers; faster, better service for internal and external customers alike. But is the promise of transforming IT into a complete and profit-generating service realistic? Scott Swartz, CEO of MetraTech and a leading monetization expert argues it is, and outlines the 10 Best Practices you can follow to ensure your organization maximize ROI in the cloud. In today's agreements-based commercial world, reveals Swartz, monetization is more demanding than many firms realize, the result of which is the risk of missed opportunities.

2:50-3:15PM “So You Want to Build a Cloud, Now What?”
Scott Burgess, Director Office of the CTO, EMC Consulting
Cloud offers great potential for improving business agility and reducing IT costs. For many financial services firms, the question is not whether to adopt cloud, but how to develop a roadmap for implementing cloud that matches their specific business requirements. In this session, we’ll discuss some best practices for developing an enterprise cloud roadmap:
· Targeting the right set of applications for your cloud
· Evaluating which cloud model best fits your requirements
· Transforming IT organizations, processes and technologies for cloud

3:15PM Seminar Concludes

Agenda and Times Subject to Change

Boston Park Plaza Hotel & Towers
50 Park Plaza at Arlington Street
Boston, MA 02116

Charles Babcock, Editor-at-large, InformationWeek
Charles Babcock is an editor-at-large for InformationWeek, reporting on key data center trends, including virtualization, database, NoSQL systems and cloud computing. He is a former technical editor of Computerworld, technology editor of InteractiveWeek and editor-in-chief of Digital News, a publication covering the former Digital Equipment Corp. He is also the author of the May 2010 book, Management Strategies For The Cloud Revolution, a hard cover published by McGraw-Hill. He is a graduate of Syracuse University with a bachelor's degree in journalism. In 2003, he and two other writers shared a Jesse E. Neal award for distinguished business journalism for the Baseline magazine story, McBust, on a failed IT revamp project at McDonalds Corp.

Joe Ghory, Senior Product Marketing Manager, Riverbed Technology
Joe Ghory is currently a Senior Product Marketing Manager at Riverbed technology, where he specializes on public and private cloud infrastructure and services, virtualization, and disaster recovery. Joe joined Riverbed from Updata Partners, a top quartile growth stage venture capital firm in New York, New Jersey, and Washington DC where he led the firms sourcing and diligence efforts in the enterprise technology space. His previous professional experience includes roles, where he directed the firm's marketing campaigns for multiple global brands, and at a number of start-ups, where he focused on competitive analysis, strategy, and market expansion. Joe was also the founder and CEO of Audacious Networks a small wireless networking company in Northern California. He received an M.A. in Economics from the University of Cambridge (UK) and a B.A. in International Business and Politics from the University of California at Berkeley.

David P. Butler, VP, Marketing, Eucalyptus Systems
David leads Eucalyptus's marketing strategy, product strategy and management, and corporate marketing functions. David brings more than 25 years experience driving product strategy and marketing execution for leading start-up and enterprise software companies such as Digital Reef, HP Software, Mercury Interactive and Systinet, Spotfire, Netscape, NeXT Software, and Cadre Technologies. His broad range of experience spans the development, introduction, and marketing of software products for information governance, private cloud computing, data center automation, SOA governance, business intelligence, SaaS applications, web application servers, and application development tools.

Mary E. Stanhope, Senior Director Marketing, Sidera Networks
Mary Stanhope is Senior Director Marketing for Sidera Networks. Ms. Stanhope is responsible for marketing, product lifecycle management as well as new market development. Ms. Stanhope has over 22 years in the communications industry holding Marketing and Operations roles of increasing responsibility with companies such as Teleport Communications and SchlumbergerSema and its various predecessors. Ms. Stanhope holds a B.A. degree from Syracuse University, Syracuse NY.

Herb VanHook, VP of Strategy in the Office of the CTO, BMC
Herb VanHook is vice president of strategy in the Office of the CTO at BMC Software, with a particular focus on the technology impacts and opportunities presented by cloud computing models. He has worked in strategic, corporate development, and business planning functions since joining BMC in 2005. Previously, he held several executive positions at industry analyst firm META Group (now Gartner, Inc.) including executive vice president and research director, and last serving as META’s interim president and chief operating officer. He has more than 30 years of experience in information technology – across operations, development, support, and management – including positions at IBM, Computer Associates, and Legent Corporation.

Anders Wallgren is Chief Technical Officer of Electric Cloud
Anders brings with him over 20 years of in-depth experience designing and building commercial software. Prior to joining Electric Cloud, Anders held executive positions at Aceva, Archistra, and Impresse. Anders also held management positions at Macromedia (MACR), Common Ground Software and Verity (VRTY), where he played critical technical leadership roles in delivering award winning technologies such as Macromedia's Director 7 and various Shockwave products. Anders holds a B.SC from MIT.

Andrew Schroepfer, VP, Enterprise Strategy, Rackspace
Andrew Schroepfer has been the go-to analyst in the hosting industry since its inception in the late 1990s. From his beginnings at Piper Jaffray where he developed and managed the VoIP industry’s primary market statistics, Schroepfer published a 270-page report on the dis-aggregation of communications, which sparked his coverage of the Web hosting industry. He then joined Goldman Sachs as VP and Senior Equity Analyst on the Internet Infrastructure Services industry during the time when Equinix, Loudcloud (now HP), and Webex (now Cisco) were executing their IPOs. In late 2000, Schroepfer founded, led, and later sold Tier 1 Research, the leading specialist research firm on the hosting and data center industry. Before joining Rackspace, he managed a technology investment fund and founded CagedTweets.com, an archiving firm for business use of social media applications like Facebook (/Schroepfer) and Twitter (@shrepfur). He graduated with a B.A. in Accounting & Economics from St. John's University. Schroepfer currently serves as Vice President, Enterprise Strategy and has been with Rackspace since July 2009. More details can be found at http://rackertalent.com/rackers/fan-of-the-underdog/

Robert Hegarty, Global Head of Market Structure-Enterprise, Thomson Reuters
As Global Head of Market Structure for the Enterprise business at Thomson Reuters, Robert Hegarty oversees the expansion of Elektron, the firm’s financial markets ecosystem that delivers content and services worldwide, by cultivating partnerships with market participants to accelerate the growth and value-add for community members. He also focuses on the increasingly changing regulatory environment that is re-shaping how global markets function. Hegarty assesses the impact of these changes and shapes solutions which Thomson Reuters delivers to assist customers in complying with the new regulations. As a thought leader and authority on technology and its impact in financial services, Hegarty brings 25 years of experience to the firm. He joined Thomson Reuters from Depository Trust and Clearing Corporation (DTCC); at DTCC, Hegarty drove the firm’s strategy, planning and marketing capabilities. Prior to DTCC, Hegarty served as Managing Director of Securities & Investments and Insurance at TowerGroup where he headed the team providing research and advisory services to C-level executives in the global financial markets industry. Hegarty previously held senior positions with Putnam Investments and Fidelity Investments in Boston. His professional experience also includes work at Drexel Burnham Lambert in New York and Coopers & Lybrand in Boston. He holds a Bachelor of Science degree in computer science from North Adams State College, and a Master’s of Business Administration from Babson College.

Jonathan Marsh, VP, Business Development, WSO2
Prior to joining WSO2, Jonathan spent ten years at Microsoft where he helped develop, standardize and promote the core XML and Web Services standards which form the foundation of modern Service Oriented Architectures. Jonathan was an active member in W3C and WS-I Working Groups and OASIS Technical Committees, including serving as chair of the W3C Web Services Description Working Group and editor of many specs. At WSO2 since 2006, Jonathan has contributed to and promoted open source solutions that ease the adoption and accelerate the benefits of SOA, from leading the development of the WSO2 Mashup Server to evangelizing the use of Open Source products. Currently he holds the position of Vice President of Business Development.

Carson Sweet is co-founder and CEO of CloudPassage
Carson’s information security career has spanned nearly two decades and includes a broad range of entrepreneurial, management and hands-on technology experience. As a senior information security strategy and technology consultant, Carson has created and implemented groundbreaking security solutions across a range of industries and public sectors. Prior to co-founding CloudPassage he served as RSA's principal solutions architect for the financial services sector, where he specifically focused on virtualization & cloud security, Internet application controls, data protection and anti-fraud. Carson formerly served as founding CSO for GlobalNetXchange (now Agentrics) and CTO for the Investor Responsibility Research Center (now the RiskMetrics Group). He also founded security consulting and managed services lines of business for RPM Consulting (acquired by Computer Horizons Corporation), TimeBridge Technologies (acquired by Dimension Data) and Security Methods. Prior to his technology career Carson served in the U.S. military as a heavy anti-armor weapons specialist and later as a career firefighter-paramedic. He studied emergency health sciences at the Jefferson College for Health Sciences, pre-medical neuropsychology at Virginia Commonwealth University/Medical College of Virginia and information technology at the University of Massachusetts.

Denis Nothern, VP, Product Research & Development, Savvis
Denis Nothern has thirty-five years’ experience in a variety of technology and management positions specializing in the creation and implementation of IT related solutions. His work now focuses on leading product research and development at Savvis, a global leader in IT infrastructure services, where he defines value-added customer solutions and turns them into product concepts.

Scott Swartz, Founder and CEO, MetraTech Corp.
Scott Swartz is founder and CEO of MetraTech, the leader in agreements-based billing and compensation for Financial Services, Communications Service Providers (CSPs), and Cloud Services industries. MetraTech provides monetization solutions for customers such as Microsoft, which is utilizing the company’s billing and compensation solution for its Online-Services and (IaaS/PaaS (Azure) and SaaS (Live, Office365 and BPOS) for retail and wholesale billing for B2B and B2C customers. In Financial Services, MetraTech customers include The Depository Trust Clearing Corp (DTCC), the world’s largest clearing house handling over 4 billion transactions per day valued at $5 trillion per day and Cetip, Latin America’s central derivatives exchange. Scott brings more than 20 years of software and services industry leadership to MetraTech. Prior to founding MetraTech in 1998, Scott was involved with technology pioneers such as NetCentric, where he created the first SGML/XML billing protocol and with Cambridge Technology Partners, the pioneer in the delivery of client/server solutions for large enterprises. He has been named a Technology Pioneer by the World Economic Forum and is a Director of the Massachusetts Network Communications Council. Scott holds a bachelor's degree in electrical, computer, and systems engineering from Harvard University.

Scott Burgess, Director Office of the CTO, EMC Consulting
Scott Burgess is the Director of the office of the CTO for EMC Consulting. He is responsible for emerging solution and services development with a focus on mission-critical computing, mobility, and cloud services. Scott joined EMC in 2005 as part of EMC's acquisition of Internosis, a leading East coast consultancy where Scott held a similar role as chief technology officer leading services and solution offering development and go to market efforts.