8:00 – 8:45 a.m.

Breakfast / Registration


8:45 – 8:55 a.m.

Opening Remarks


9:00 – 9:50 a.m.

Big Cap Best Practices - A View From the Top

+ Speakers

  • Steve CocheoExecutive Editor & Digital Content Manager, Banking Exchange (Moderator)
  • Nicole WadlingerVP, U.S. OCDO & Head of Data Governance, TD Bank
  • Lori BiedaHead of Analytics Centre of Excellence, Bank of Montreal
  • Allison SagravesChief Data Officer, M&T Bank
  • Chris WheatDirector of Business Research, JPMorgan Chase Institute

9:55 – 10:25 a.m.

Learnings From Decades of Data Analytics Experience

+ Speakers

  • Steven RamirezCEO, Beyond the Arc (Moderator)
  • Dan CiporinGeneral Partner, Canaan Partners

10:25 – 10:40 a.m.

Networking Break


10:40 – 11:10 a.m.

Guns, Drugs and Heels – A Regulatory Tale

+ Speakers

  • Kathryn PetraliaPresident & Co-Founder, Kabbage

11:15 – 12:05 p.m.

Commercial Finance - Facilitating the Private Capital Markets

+ Speakers

  • David TetenManaging Partner, HOF Capital (Moderator)
  • Jim SwiftPresident & CEO, Cortera
  • Bill PhelanPresident & Co-Founder, PayNet
  • Michael CarterPresident & CEO, BizEquity
  • Bastiaan JanmaatCEO & Co-Founder, DataFox

12:05 – 12:55 p.m.

Lunch

12:55 – 1:10 p.m.

Customer Voice, Data and You: Creating a Powerful Future

+ Speakers

  • Marcia TalFounder & CEO, Tal Solutions

1:15 – 1:45 p.m.

Keynote Presentation

+ Speakers

  • Rohit KapoorVice Chairman & CEO, EXL

1:50 – 2:20 p.m.

A Practitioner’s Perspective - Data & Analytics in the Financial Services Sector

+ Speakers

  • Prahalad ThotaHead of Enterprise Analytics & Data Science, Wells Fargo

2:25 – 2:55 p.m.

Credit Analytics - The Next Generation

+ Speakers

  • AnnaMaria AndriotisWSJ (Moderator)
  • Douglas MerrillFounder & CEO, ZestFinance

2:55 – 3:10 p.m.

Networking Break


3:10 – 4:00 p.m.

Consumer Finance - Fighting Fraud with Fire

+ Speakers

  • Dan AbelonPartner, Two Sigma Ventures (Moderator)
  • Marcel ArinsPresident, International, Neoway
  • Rodger DesaiCEO, Payfone
  • Mark GazitCEO, ThetaRay
  • Sunil MadhuCEO & President, Socure

4:05 – 4:35 p.m.

Wealth Management Data Analytics - The Future is Now

+ Speakers

  • Jeffrey McMillan Chief Analytics & Data Officer, Morgan Stanley

4:40 – 5:30 p.m.

Looking for Growth in All the Right Places

+ Speakers

  • Michael MandelCo-Founder & CEO, CompStak (Moderator)
  • Kesna LawrenceChief Data Scientist, Deluxe Financial Services
  • Rich VeldranChief Financial Officer, Dun & Bradstreet
  • Joe TyrrellExecutive Vice President of Corporate Strategy, Ellie Mae
  • Keith BerryExecutive Director - Emerging Businesses, Moody’s Analytics