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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.

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: AEP Networks

8:00-8:05AM WSTA Introductions – Bill Mihas, Chief Technology Officer, Caxton Associates LP and a WSTA Director

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

8:05-8:50AM Keynote -- "Consider Platform as a Service (PaaS) in your Cloud Strategy"
Yefim Natis, VP and Gartner Distinguished Analyst, Gartner
Platform-as-a-Service (PaaS) is at the center of attention for many users and vendors of software. However the PaaS market is new: no standards, assured leaders or best practices are yet established. Risk-averse users are likely to delay committing to PaaS, but the risk of being late to adopt an industry innovation can be larger than the risk of investing in unproven technology and emerging architecture. CIOs, CTOs, IT planners, Software architects and project leaders should attend this session to stay current on this high-impact long-term trend in IT and the business of IT.
Topics Discussed
· The essentials of PaaS
· Its place in the big picture of cloud computing
· The strategies of the leading vendors and the early best practices of the users and ISVs.

8:50-9:15AM “Accelerating Your Journey to the Cloud”
Christopher Yula, Sales Director, Siwel Consulting
As budgets shrink and business needs grow, Wall Street firms are looking to cloud computing to provide a more efficient, flexible and cost-effective IT model that enables them to respond faster to business opportunities. The shift from a physical environment to the cloud often results in a reduction in operating expenses alone of 25% or more. But the transition to cloud computing almost never comes fast enough – and every day counts. Whether you’re just setting out, or many months into the journey, the right partners, the right products and the right execution can get you there faster. Siwel Consulting will talk about the steps you can take to accelerate your journey to the cloud!
Takeaways
· The rich benefits of cloud computing for financial services applications are well-documented, with many companies reducing operating expenses by 25% or more when compared to a physical environment.
· The transition to the cloud never occurs as quickly as you’d like it to. Today the move from physical to cloud computing can be accelerated – from whatever stage in the process your company is at.
· The cloud computing platform that your firm creates today should be capable of supporting tomorrow’s expanded expectations and requirements, providing Flexibility, Knowledge, Scalability, Accountability and Security.

9:15-9:40AM “Ensuring Speed and Security in Public, Private, and Hybrid Clouds”
Joe Ghory, Senior Product Marketing Manager, Riverbed Technology
Speed wins. 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. For IT teams tasked with enabling this success the battle between speed and security has been made even more complicated by the bewildering range of public, private, and hybrid cloud options. 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 “Private Clouds: Building Your Dynamic IT Infrastructure"
Shaun Mahoney leads the Business Solutions Architect Team at NetApp
IT is fast becoming the key component to the financial success of the organization. Reducing and containing the cost of massive data growth while increasing productivity and embracing innovation are critical success factors to successfully compete in today’s global economy. IT is being asked to be more strategically aligned with the overall business objectives of reducing budgets while increasing service levels and introducing new applications to meet the business needs. Cloud computing has evolved, growing at a 26% rate, over 6 times the rate of traditional IT offerings according to Gartner. Questions facing IT include developing an internal or utilizing an external cloud offering while managing the additional challenges around security and compliance. Server and storage virtualization is being adopted on a massive scale to improve utilization and drive cost efficiencies.

10:05-10:25AM “Break and Demo Area Visit”

10:25-10:50AM “Managing Remote Site Performance of Critical Business Services - Now More Than Ever!”
Jim Melvin, President & Chief Executive Officer, Apparent Networks
As financial institutions transition their traditional network infrastructure to cloud-based, remotely distributed applications, they are at risk of serious performance problems and application delivery failure. Key business applications such as VoIP / UC, IP Storage (back-up and disaster recovery), Collaboration, and SaaS / Cloud services are highly dependent on detailed performance parameters. This session will discuss why measuring and monitoring these key metrics are critical to the preparation for and maintenance of cloud-based IT applications to and from your remote sites worldwide.

10:50-11:15AM “Best Practices for Building Your Own Cloud Infrastructure”
JP Blaho – Senior Product Manager - Crossbeam
Allen George Male – Vice President, International Sales – Sourcefire, Inc.
Delivering on-demand services in the cloud represents one of the biggest challenges and opportunities for enterprises in the financial industry. But the question of how to securely offer such services in an elastic and multitenant environment without sacrificing performance is hotly debated. This issue is also tightly linked with challenges in securing virtualized networks. This session will discuss some of the new technologies available in cloud environments and the architectural issues that financial firms should consider before they securely deploy cloud services.
In this session, attendees will:
· Understand the potential risks created by moving physically segmented data into a shared environment to which internal groups and partners have different levels of access
· Learn how to provision on-demand services without sacrificing security or performance
· The issues and technologies discussed will be grounded by real-world examples of enterprises who built secure cloud-based services and the technical architectures they used

11:15-11:40AM “Next Generation Clouds – Provisioning is Just the Beginning”
Herb Van Hook is vice president of strategy in the Office of the CTO at BMC Software
The potential transformation of IT driven by cloud computing promises new levels of business agility, technology efficiency and innovation opportunity. Many organizations have taken their first steps toward cloud computing, and are starting to look toward a future of flexible IT infrastructure, continuous workload optimization and agile service delivery. This session presents the key decisions that cloud builders and users must address along with strategies to optimize cost of delivery with ongoing cloud operations that address performance, capacity, optimization and compliance needs. BMC is taking the lead in next generation cloud models to support complex service models and heterogeneous infrastructure.
Key Takeaway: Ensure you are considering all aspects of building and running a cloud to support a robust service lifecycle model.

11:40-12:05PM “Strategies for Implementing Successful PaaS Solutions”
Warren Schuman, VP Sales, North America, GigaSpaces
While the potential financial benefits of cloud computing are widely accepted, there are many challenges organizations face in adopting cloud computing strategies. The obstacles to leveraging public cloud computing models will take years to overcome, and in certain cases may be insurmountable. Given issues such as security, customer data privacy, governance and compliance, and performance, Financial Service Institutions may in fact have the largest mountains to climb. As a result, large financial institutions are implementing strategies to deliver similar benefits to their business by leveraging their own resources and operating behind their own firewalls. GigaSpaces will discuss how we are working with our Financial Services Customers to develop private cloud computing strategies and implement Platform as a Service (PaaS) business and computing models. Included in the discussion will be the key considerations and best practices in the following areas:
- Structuring your IT organization to support an Enterprise PaaS model
- Key Technology Considerations For Enterprise PaaS
- Building, Deploying and Managing Applications and Infrastructure for Enterprise PaaS
- Integrating Enterprise PaaS with the Business and Finance
- Defining an approach to deliver incremental returns and minimal disruption

12:05PM Seminar Concludes

Westin New York at Times Square
270 West 43rd St., New York, NY 10036

Keynote: Yefim Natis is a vice president and Gartner distinguished analyst in Gartner Research
Roles and Responsibilities
Mr. Natis' research focuses on enterprise software infrastructure, including technologies such as application servers, cloud application platforms, application platform suites, integration and event-processing middleware, and TP monitors. He also researches the fundamental software architectures, including event-driven architecture, service-oriented architecture,.NET and Java EE.
Previous Experience
Prior to joining Gartner, Mr. Natis worked at Magna Software, where he was director of software architecture and the principal architect of MAGNA X, a generator of service-oriented transaction-processing applications. Mr. Natis' experience also includes IT architecture and IT management positions at Hogan Systems and Citigroup. He has 30 years of experience in enterprise IT.
Years of Experience
16 years at Gartner
32 years IT industry
Initiatives I Can Help With
Application Development
Application Integration
Cloud Computing
SOA and Application Architecture
Background
Citicorp, AVP, Advanced Technology, 5 years
Hogan Systems, Partner; VP, Project Management, 5 years
Magna Software, Director, Product Architecture, 5 years
Education
Advanced Studies Degree, Applied Math, Riga Polytechnic, Latvia
Awards and Accolades
Gartner's annual Thought Leadership Award - 2004, 2007 and 2008

Christopher Yula is the Sales Director for Siwel Consulting
Chris joined Siwel early in 2010 after spending more than fifteen (15) years providing clients in financial services and other key verticals with exceptional, cost-effective IT solutions - the last six (6) years with the Forsythe Solutions Group. As Forsythe’s District Sales Manager for the Tri-state marketplace, he focused primarily on data center optimization, unified computing, hardware optimization and IT asset management. He is a high-energy entrepreneur with strong interpersonal dynamics and an always-positive attitude. With Siwel, Chris specializes in providing clients with his unique vision of how tomorrow’s technologies can help them build IT solutions that align with their core business objectives, reducing costs and enhancing competitive advantage.

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. 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.

Shaun Mahoney leads the Business Solutions Architect Team at NetApp
Shaun Mahoney leads the Business Solutions Architect Team at NetApp using real world experience at companies such as Citi, JPMC, BlackRock and AIG to help transform IT organizations to better align with business challenges using the latest technologies around virtualization, storage efficiency, unified architectures and application integration to build dynamic IT infrastructures.

Jim Melvin, President & Chief Executive Officer at Apparent Networks
Jim is currently the President & Chief Executive Officer at Apparent Networks, the leading provider of Remote Performance Management solutions. Apparent Networks brings the award-winning PathView Remote Performance Management (RPM) solutions to hundreds of IT organizations and managed service providers, providing end-to-end visibility into network traffic, distributed applications and cloud-based services. The suite of RPM services, enabled by the zero-administration microAppliance, offers a cost-effective remote monitoring and management capability to diagnose underlying network problems, assess network readiness and monitor performance.
Prior to Apparent, Jim was the vice president of marketing and security solutions at RSA, The Security Division of EMC. In this role, he was responsible for corporate, field, solutions, channel and partner marketing; corporate and marketing communications; interactive and web programs; press and industry analyst relations; and RSA Conference events worldwide.
Mr. Melvin assumed this role following EMC Corporation's acquisition of RSA Security and Network Intelligence in September 2006. Prior to that time, Jim served as executive vice president of marketing and business development at Network Intelligence, a leader in transforming enterprise-wide data into automated compliance and security information; as President and CEO at Mazu Networks, a provider of network-wide intrusion prevention systems; and as vice president of marketing at SightPath, a developer of appliances for creating intelligent content delivery networks.

JP Blaho – Senior Product Manager - Crossbeam
JP Blaho has more than ten years of product management experience. As the senior product manager at Crossbeam, Blaho is responsible for the planning and execution of best-of-breed security applications for Crossbeam’s Network Security Platforms, including prioritizing product and customer requirements, defining the product vision, and working closely with engineering, sales, marketing and support to ensure the applications support the company's overall strategy and goals. Blaho holds a degree from the Graduate School of Business Administration at Northeastern University.

Allen George Male – Vice President, International Sales – Sourcefire, Inc.
Allen Male joined Sourcefire as Vice President for International Sales for Sourcefire in June, 2002. Allen established and grew Sourcefire’s international presence though 2009, when he was nominated Vice President, Strategic Accounts, where he is now responsible for global corporate relationships and sales with Sourcefire’s strategic vendor, technology, and systems integration and service provider relationships. Allen earned a BA in Biology and a BA in English Literature from the University of Virginia in 1981.

Herb Van Hook 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.

Warren Schuman, VP Sales, North America, GigaSpaces
Warren Schuman has been with the company since 2005. He has 20 years of experience in the technology industry, working predominantly with financial services customers, including Morgan Stanley, Goldman Sachs, Bank of America, Barclays Capital, and the NYSE. Prior to working at GigaSpaces, Warren worked in sales and sales management roles at IBM (FileNet), BMC (BladeLogic), and several Silicon Valley start-up technology firms.