In the past, most of the data was text-based and transactional. Today’s data additionally comes from images, videos, social networking sites, sensors and business partner sites. A majority of this data can be unstructured and geographically dispersed. To make business decisions, financial service firms have to correlate events and process large volumes of data which may come from transactional records, master data, unstructured data, streaming data and business intelligence systems. The Intelligent Enterprise is enabled by maturity levels on the integrity of the data and the sophisticated ways the data is used to enable fast decision-making. Advances in storage technologies, information architectures, complex event processing engines and Cloud have made handling the data challenge easier. In this seminar, WSTA presents the latest in the data, analytics and storage management marketplace as they apply to financial service firms.

Topics:

• Customer/Business Intelligence
• Analytics
• Data Warehouse and Metadata
• Unstructured and Structured Data
• Big Data
• Data Visualizations
• Data Vaults
• Change Data Capture
• Data Distributions
• De-duplication
• Information Lifecycle Management (ILM) Tools
• Storage as a Service
• Master Data
• Data Transformation Tools
• Information Security
• Complex Event Processing

8:00-8:30AM Registration and Breakfast – Breakfast Sponsorship Available

8:30-8:35AM WSTA Introductions – Michael Maffattone, Chief Technology Officer,
Harvard Management Company & WSTA 1st Vice President

8:35-9:15AM Keynote: “Uncovering the Opportunities for Big Data in Capital Markets”
Dushyant Shahrawat, CFA, Senior Research Director, CEB TowerGroup
Despite continued budget pressure in the capital markets industry and a “keep the lights on” mentality, firms are adopting a select group of innovative technologies, with Big Data holding special promise. There are several use cases for Big Data emerging including securities trading, portfolio analytics, and risk management. At the same time, a slew of vendors are eagerly pushing Big Data technology, from large horizontal technology firms to business software providers.

This session will describe the current state of Big Data adoption in the capital markets industry, and its future promise and potential. It will also mention the important pillars of data management and key obstacles securities firms face in adopting Big Data technology.

9:15- 9:40AM “Data Discovery and Analytics for Financial Services”
Michael O’Connell, PhD, Senior Director, Analytics, TIBCO Spotfire
In today’s volatile, uncertain, complex and ambiguous business world (VUCA), the intelligent enterprise needs access to the right information at the right time with appropriate context, for rapid decision making. For example:
- Debt traders need timely views of risks, spreads, positions and maturities across many data dimensions
- Risk managers need comprehensive statistical views on enterprise and counterparty risk
- Management needs to understand performance of fund managers in context of peers and benchmarks
- Marketing departments need views and statistical analysis of customer data for CRM programs

This presentation walks through some financial services case studies in risk, compliance, trading, and retail banking. The case studies are presented through a universally adaptable software environment, providing self-service data discovery with embedded predictive and event driven analytics. The case studies highlight modern, collaborative computing where users can capture and securely share moments of insight through portals and social platforms, providing compelling context to accelerate decision-making across the intelligent enterprise.

9:40-10:05AM "Social Computing within Financial Services”
Rich Blank, Solutions Engineer, NewsGator Technologies
As social computing becomes more prevalent in the business world, many industries are hoping to use social as a way to remove information silos and improve business processes. So how can a financial institution confidently open up communication channels while also maintaining the boundaries of governance, privacy, compliance and security? This session will highlight NewsGator Social Sites’ unique ability to merge social with the delicate compliance needs of today’s financial services institutions. Highlighting case studies from global financial services organizations, Rich Blank of NewsGator will give attendees the latest updates on social computing technology; the requirements for choosing the right social platform for optimum compliance; and why establishing ironclad social policies is a requirement.

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

10:30-10:55AM “Big Data, Big Value: Stories from Early Adopters”
Alex Black, Senior Partner, CSC Global Business Solutions
Getting beyond the volume, velocity and variety discussions and achieving value from Big Data is the goal for most financial services firms today.

As an early adoptive industry, financial services firms have been in the forefront of applying advanced analytics to ever increasing torrents of data. Yet there are many paths to achieving value from Big Data - for customer intelligence, risk mitigation and cost efficiencies. In this session, we will review experiences undertaken by early adopters from the business and IT perspective and share learnings on how to plan and execute Big Data strategies and initiatives that generate returns.

10:55-11:20AM "Solving the Parallel I/O Challenge in Finance”
Geoffrey Noer, Senior Director of Product Marketing, Panasas
The exponentially growing volumes of data generated by finance applications compound the challenge of selecting a storage infrastructure capable of linearly scaling capacity and performance. Panasas will discuss how to address this big data storage challenge with high-performance parallel storage and how the emerging open standard parallel NFS (pNFS) protocol will further enable performance at scale.

11:20-11:45AM “Make Data Actionable Through Dashboards and Reports”
Dan O’Connell, Senior Technical Marketing Manager, Actuate Corporation
Analyst firm Gartner reports that information is growing at a rate of 59% annually. What is your business doing to capture and analyze this growing amount of data? Actuate Corporation, the BIRT company, will discuss how to use business intelligence software to present information in meaningful ways to make the data gathered actionable.

11:45-12:45PM Luncheon (Sponsorship Available)

12:45-1:10PM “Hot Data Discovery and Business Intelligence (BI) trends within the Financial Services Sector”
Mike Saliter, Sr. Director, Global Market Development - Financial Services, QlikTech, Inc.
Financial Services companies have spent millions of dollars on traditional BI software offerings reaping less than projected benefits and ROI. This session will focus on hot trends within the BI industry and show how leading Financial Services companies leverage Data Discovery BI capabilities to deliver user self service, faster implementations and higher user adoption. Topics will include:
· Data Discovery (Business Discovery)
· Visual Analytics
· Social BI
· Mobile BI
· Predictive Analytics
· Big Data

1:10-1:35PM “Application Big Data - Managing Big Data Exhaust from Enterprise Applications”
Steve Barlow, Principal Solution Architect, Delphix
Today’s employees cast large data footprints — generating data on smartphones, mobile devices, laptops, desktops and servers. A 1 TB production database can easily generate 30 TBs in “fatty” layers. Virtualizing the data in relational databases can result in dramatic savings and benefits. This presentation will review real world examples that produced significant cost and agility benefits for managing the growing data output of enterprise applications.
Takeaways
· Enterprise data bloat is much larger than most executives realize
· New methods for managing data growth exist and can accelerate the application lifecycle
· We will present how companies are managing data growth

1:35-2:00PM “Transforming data into a strategic business asset”
Michael B. Flynn, Principal, Financial Services Office, Ernst & Young LLP
The growing demand for real-time, actionable insights from senior executives and the continuously changing regulatory environment are driving the need to capture, store and report on massive amounts of data that were traditionally not supported. In this new data paradigm, financial services companies are turning to big data solutions coupled with advanced analytics as enablers to address their new data challenges. Ernst & Young will share how big data solutions are helping financial services companies answer key questions related to customer retention, fraud analysis, operational continuity, security, loss management and OTC derivatives record keeping.

2:00 Seminar Concludes

Agenda and Times Subject to Change

The Westin Copley Place
10 Huntington Avenue
Boston, MA 02116

Dushyant Shahrawat, CFA, Senior Research Director, Capital Markets, CEB TowerGroup
Dushyant Shahrawat is a Senior Research Director in CEB TowerGroup’s Capital Markets practice. With over 18 years of experience in financial services, he is a Chartered Financial Analyst (CFA) and a member of the Boston Security Analysts Society. He researches strategic issues facing asset managers, hedge funds, and brokerage firms globally and advises clients about strategy, marketing, regulation, technology, and product development. In over a decade as an industry analyst, Dushyant has analyzed business and technology issues impacting investment managers and brokerage firms, and written over 90 reports covering new investment products (alternative assets), electronic trading, agency brokerage, regulation, market structure, and outsourcing. He serves on the advisory board of the US Institute, Institutional Investor’s member organization comprising Chief Investment Officers of the largest asset managers.

Before Dushyant joined TowerGroup, his experience involved conducting financial and business analysis at Thomson Financial Services and at Fidelity Investments, where he was involved in IT forecasting and analyzing trends in Fidelity's technology spending.

Dushyant has shared his opinions on financial industry trends at over hundred events across the US, Europe, and Asia. He has addressed sessions at SIFMA conferences, Institutional Investor Forums, Wall Street & Technology conferences, Financial Times Expo, and SWIFT’s Sibos. He has appeared on television and radio including CNBC, Bloomberg, Fox News and National Public Radio. He has also been widely quoted in publications including Wall Street Journal, New York Times, Fortune, Financial Times, Barron's and Institutional Investor.

Dushyant has an M.B.A. in finance from Northeastern University and a B.A. in economics (with honors). He has completed the Investment Management executive workshop jointly held by CFAInstitute and Harvard Business School that focuses on the future of global asset management.

Michael O'Connell, PhD, Senior Director, Analytics, TIBCO Spotfire
Michael runs the Industry Analytics Group at TIBCO Software, developing analytic solutions across a number of industries using Spotfire, Statistics Services and other TIBCO products. He did his graduate work in statistics and has published more than 50 papers and several software packages on statistical methods.

Rich Blank, Solutions Engineer, NewsGator Technologies
Rich Blank advises on social computing, collaboration and content management technology solutions and strategy. He is a frequent blogger on CMSWire.com and a featured MS SharePoint expert and contributor on AIIM.org. Rich has spoken at events including 2011 Social Media Summit, 2010 SharePoint Summit, and prior IT & Business Alignment Conferences, and regional SharePoint User Groups. Rich is also a certified PMP, Microsoft MCP, AIIM CIP, and Six Sigma Green Belt and has held previous senior technology and management consulting roles at IBM and EMC. Follow Rich on Twitter: @pmpinsights

Alex Black, Senior Partner, CSC Global Business Solutions
Alexander J. Black is a senior partner in CSC’s Analytic Insights & Information Management Practice (AIIM) where he leads the Business Insights team. Mr. Black has over 30 years of broad-based experience in information systems, finance, sales and marketing. He specializes in directing consulting engagements that develop a client’s vision and strategy and transform business processes and information systems to achieve the organization’s growth objectives.

Mr. Black is a member of the Advisory Board of the CMO Council and has collaborated with the following clients on behalf of CSC: Avis Budget Group, BHP Billiton, ConAgra, Dell, DirecTV, DuPont, DST, Flowserve, JPMorgan Chase, Hewlett-Packard, Novartis, Scottrade, Thermo Fisher and The Vanguard Group. Mr. Black holds a B.A. from Westminster College and an M.B.A. from Rutgers University.

Geoffrey Noer, Senior Director of Product Marketing, Panasas
In this position, he is responsible for all outbound and inbound product marketing and product management, including determining product positioning, go-to-market strategies and market requirements for future products. Previously he led the product management team at SGI for its server product lines, especially focusing on products designed for the High Performance Computing and Internet markets. Geoffrey joined SGI through its acquisition by Rackable Systems where he was VP of Product Management for all products and sat on the Green Grid board of directors. Before joining Rackable Systems in 2003, he headed technical marketing and systems engineering at Zambeel, a scalable network attached storage start-up. Earlier, he was director of field applications engineering at Red Hat and Cygnus Solutions, leaders in Linux and open source software development tools. Geoffrey holds a BA in Computer Science from Swarthmore College.

Dan O’Connell, Senior Technical Marketing Manager, Actuate Corporation
Dan O’Connell applies his knowledge of information user interfaces and visualization to creating product demonstration materials and custom examples in his role as technical marketing manager. He is an experienced IT administrator and professional graphic designer who combines modern, Web 2.0 technologies with a keen eye for creating clean, easy to understand information interfaces. With Actuate since 2006, Dan's designs have impressed audiences with their quality and ease of understanding.

Mike Saliter, Sr. Director, Global Market Development - Financial Services, QlikTech, Inc.
Mike Saliter joined QlikTech in 2011 as Global Director for Financial Services Market Development. Mike has over 15 years of software solutions, sales and consulting experience with a focus on Financial Services. In his role at QlikTech, Mike oversees all Financial Services go-to-market initiatives spanning sales, marketing, solutions and partners. Mike often works directly with customers and prospects to convey Financial Services capabilities, solutions and experience. He leads the Financial Services marketing activities such as special events, industry marketing and strategy. Mike also helps recruit and integrate Financial Services solution partners and system integrators.

Steve Barlow, Principal Solution Architect, Delphix
Steve Barlow joined Delphix in 2011 as a Principal Solutions Architect and he brings with him over 20 years of consulting experience implementing systems based on Oracle technologies. He has significant experience in Oracle database administration and Unix system administration. During the course of his career he has also worked all of the major storage platforms, backup technologies, virtual systems and he has implemented many applications that run on top of these platforms. During his time at Delphix he has worked with mostly Fortune 500

Michael B. Flynn, Principal, Financial Services Office, Ernst & Young LLP
Michael (Mike) Flynn is a Principal in the Financial Services Office of Ernst & Young LLP. He serves as the analytics and reporting solution leader for the Enterprise Intelligence practice focused on helping the world’s largest financial services companies harness the full potential of their enterprise data.

Mike has more than 13 years of technology experience with 9 years focused on advising the financial services industry. He has assisted clients in developing advanced analytics solutions to support risk, audit, compliance, operations, sales and performance initiatives in the banking and capital Markets and asset management industries

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