Arguably data is the highest level intellectual property that a financial institution has. It needs to be defined, reused, made resilient, protected and archived. Going up the food chain, data can be transformed to intelligence. All these require tools, techniques and best practices.

Technology companies servicing the data business include those that provide databases, warehouses, data transformation (extract, transform and load) tools, data de-duplication and replication, archival, data mining, regression and analytics, visualization and decision support tools. The related space also includes operational data stores, public domain data, data security and compliance tools.

As the volumes of data grow with growth in email traffic, instant messages, transactional data, multimedia traffic, multidimensional data, market data and compliance data, WSTA presents this seminar to help you understand how the industry is creating new solutions to harness the immense power that is trapped in your data resources.

Suggested Topics:

• Databases
• Resiliency Tools
• ETL Tools
• Data Warehouses
• Business Intelligence Tools
  • Data-centric, data support, decision support, data engineering, data foundations
  • Data analytics/metadata - making sense of the data, identifying trends
  • Decision support
  • Data mining
• Customer Intelligence Tools
• Data De-duplication
• Activity-Based Costing
• Data Visibility
• Risk Management, Compliance, Security

8:00-8:30AM Registration and Breakfast

8:30-8:35AM WSTA Introductions

8:35-9:20AM Keynote -- “The Intelligent Enterprise: Optimizing Your Business With Pervasive Business Intelligence”
Boris Evelson, Principal Analyst, Forrester Research
No longer just about siloed reporting and analysis and no longer hidden in the back office, business intelligence (BI) is slowly but surely becoming pervasive throughout enterprises. Globalization, commoditization, and razor-thin profit margins are elevating BI to the rank of a key corporate asset that enterprises use to compete. This puts it on CEOs’ top priorities lists. In order to transform a pervasive BI vision into a reality, BI must cease being a standalone application and become embedded and ingrained into applications, business processes, desktops, portals, emails – and all other places and times where and when knowledge workers need to make decisions. In this session, you will learn:

• Why are traditional BI approaches limited, and why are traditional BI technologies hitting a wall?
• What are the next-generation BI approaches, architectures, and specific technologies that will make BI pervasive?
• What can you do now to start on the road to pervasive BI?

9:20-9:45AM "Analytics in Finance - A New Paradigm"
Venkat Mullur, Senior Director, Industry Solutions, TIBCO Spotfire, Inc.
Kevin Sluder, Director, Energy Trading Solutions, TIBCO Spotfire, Inc.
The use of analytics is fast expanding beyond the modeling and IT departments at global financial institutions. The recent financial crisis taught us that sub-optimal and erroneous decision-making, and not necessarily the lack of models or quantitative techniques, were the proximate causes. What has emerged as a crucial imperative is the dissemination of results to the right audience, at the right time, with the flexibility that aids ad-hoc analysis. At this seminar, we will discuss examples on the effective use of analytics in risk management and energy trading.

9:45-10:05AM Break and Demo Area Visit

10:05-10:30AM “Life after RDBMS: Leveraging Unstructured Information in Financial Services”
Matt Turner, Principal Technologist, MarkLogic
Traditional relational database technology has solved many of the problems of the past few decades. But a new class of problems has arrived – problems requiring new technology for 21st-century issues. This session will discuss the requirements from a new class of applications for derivatives, threat analysis, and compliance. Traditional RDBMS technologies fail to solve the challenges presented by the growing volumes of complex financial instruments and unstructured information. A new platform is needed. We will present a platform for future applications, enabling companies to store, search, analyze, and deliver critical information. This technology supports the wide variety of information types in play today, ensuring that organizations can get the maximum benefit from their applications. This session will also profile how a Tier 1 global investment bank is using this platform to deliver their next-generation derivatives storage and analysis application.
Key take-aways:
1. How to deliver a new class of applications
2. How other financial services organizations are streamlining their operations, handling both structured and unstructured information, and utilizing technologies such as XML
3. Developing a framework for increasing the speed and accuracy of OTC derivatives trades

10:30-10:55AM “Business Foundation and Analytics: Driving Enterprise Performance”
Marcelo Castro, Principal Sales Consultant, Oracle
Jaime Seagraves, Director, KPI Partners
At the heart of any BI Foundation is a key technology known as the Common Enterprise Information Model. Unlike other BI solutions that have different metadata for their different presentation tools, the Common Enterprise Information model leverages a unified metadata model, which is accessed by all of the end user tools, so every end user and every department has the same consistent view of information, tailored to their role. As a result, organizations no longer need to maintain multiple metadata environments for different types of users. With this approach, you “model once, deploy everywhere.”

Seminar Concludes

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

Boris Evelson, Principal Analyst, Forrester Research
As a Principal Analyst at Forrester, Boris serves Business Process & Applications professionals. He is a leading expert in business intelligence (BI) — a set of processes, methodologies, and technologies used to transform raw data into meaningful, useful, and action-oriented enterprise information. Boris delivers strategic guidance, helping enterprises define BI strategies, governance, and architectures and identify vendors and technologies that help them put information to use in business processes and end user experiences.

Boris has more than 25 years of experience with enterprise software and applications implementation, management consulting, and strategic advisory skills. His current research focuses on the practical and actionable best practices for building BI infrastructure and applications, such as BI business cases, architectural options, organizational structures, and vendor selection. Boris continues to explore emerging trends in next-generation BI, such as agile BI architecture and development approaches, in-memory analytics, advanced data visualization, convergence of structured data and unstructured content analytics, process-driven and operational BI, and many others.

Venkat Mullur, FRM, Senior Director, Industry Solutions, TIBCO Spotfire
Venkat Mullur is the Senior Director of Industry Solutions at Tibco, where he liaises with financial services clients world-wide, discussing and developing solutions in the risk and analytics space. His areas of focus include risk aggregation, economic capital, and application of multi-factor risk modeling to predictive analytics problems.

Mr. Mullur is an experienced risk management professional, having worked both on the consulting and solution-provider sides of the industry. As a senior managing consultant with IBM Global Business Services, Mr. Mullur worked with large banks globally, providing guidance on methodological and data challenges in Basel II compliance and credit risk-related initiatives. He has worked in an advisory capacity at banks in Brazil, Canada, China, Hong Kong, Thailand and the United States.

Mr. Mullur holds an MBA in finance from Northwestern University's Kellogg School of Management and he is FRM Certified with the Global Association of Risk Professionals (GARP) since 2002.

Kevin Sluder, Director of Industry Solutions, TIBCO Spotfire
Kevin Sluder is Director of Industry Solutions with TIBCO Spotfire. He has served in this role since April, 2008. Prior to joining Spotfire, Kevin spent most of his career in trading roles in the fixed income and energy markets. Subsequent to his time in active trading, he worked with several trading and financial analytics technology companies. Kevin has a bachelor of science degree in mechanical engineering from Rensselaer Polytechnic Institute and an MBA from the University of Chicago.

Matt Turner, Principal Technologist, MarkLogic
Matt Turner is a Principal Technologist at MarkLogic and leads the design and development of information and analysis applications for customers including LexisNexis, Datamonitor, BusinessWeek, Platts, Ingram Digital and JetBlue. Matt has authored numerous articles on XML and content creation, management, search and delivery and has spoken at numerous conferences including SIIA, ASIDIC, XML conferences, Seybold Seminars, and more. Matt has more than 14 years of experience in the implementation of leading edge technologies and worked at Sony BMG Music Entertainment, the Sony Group Company's 550 Digital Media Ventures, and PC World Online before joining MarkLogic. Matt's blog, “Discovering XQuery,” can be read at: http://xquery.typepad.com.

Marcelo Castro, Principal Sales Consultant, Oracle
Marcelo Castro is a Principal Sales Consultant at Oracle and has been with Oracle since 1999. He has spent the last fourteen years working with clients implementing and selling Business Intelligence products from Oracle and Hyperion. Marcelo’s focus at Oracle is working with the Oracle Business Intelligence and Data Warehouse products.

Jaime Seagraves, Director, KPI Partners
Jaime Seagraves has been working with Oracle Business Intelligence for the past 10 years. He has focused on successfully implementing and selling Oracle Business Intelligence with clients such as Fidelity, Oppenheimer, PNC Bank, etc. Jaime's experience with Oracle Business Intelligence started with nQuire which was the original platform of Oracle BI.

As a Director at KPI Partners, the firms focus is working exclusively with Oracle Business Intelligence and Data Warehouse products.

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