FIMA US 2025
April 07 - 08, 2025
Westin Copley Place, Boston MA
Agenda Day 2
7:30 am - 8:30 am Continental Breakfast & Registration
8:30 am - 8:45 am
Welcome Remarks
8:45 am - 9:00 am
Chairperson's Opening Address
Tony Brownlee -
President, Chief Revenue Officer,
Kingland
Alex Olson -
Executive Vice President,
Kingland
9:00 am - 9:20 am
Keynote Case Study | Why Audit is Your Best Ally in Staying Compliant
Cindy Tu -
Director, IT & Data Audit,
Discover Financial Services
Sze-Kei Jordan -
Director of Enterprise Data Governance,
T.Rowe Price
9:20 am - 9:40 am
Keynote Presentation | Using AI/ML to Fight Fraud
Jay Krish -
Head of AML/FCC Data Governance,
State Street
According to Forbes, in just one year, 70% of financial institutions have lost over $500,000 due to scams or fraud. The fraud schemes of today are complex and are constantly evolving. As AML leaders gather more insight on the tools, methods and processes of these criminals, those insights can be used to train AI models to help in the fight against fraud.
9:40 am - 10:10 am
AM Break
Onboarding a new tool can be complex on many fronts. Upskilling your teams and ensuring your legacy systems can be integrated with the new technology are just some of the main hurdles data leaders face when bringing on new tools. Join us as we hear from these industry practitioners on how to best approach adopting new technologies into your current data strategy.
As companies learn about the benefits and strategies for operationalizing their data management capabilities in support of commercial objectives, leaning on experienced leaders who can provide vision and guide towards long term success is key to ensuring tangible business outcomes. Yinghua Zhou has spent much of her time building successful data management teams and strategies and in her new role at Nuveen, is leveraging her lessons learned to guide her new firm’s long-term success. Join us for a fireside chat where Yinghua will share:
- How to ensure the right operating model is being leveraged.
- Setting up capabilities to ensure a faster time to market.
- Different ways teams can think about enabling their data platforms.
- Best practices for market data management.
- Responsibly and effectively leveraging tools like AI to enhance reference data operations.
Firms across industries are tapping into the opportunity to monetize their data and derive revenue. For example in retail, firms are monetizing their data via media networks which has become the fastest scaling digital channel. FS firms, with their large data assets, have the opportunity to drive measurable value & revenue with an integrated data monetization offering.
But what are the uses cases to monetize data? Where is the industry heading? What are the perceived barriers and how can you overcome them?
Join Mahesh Raghavan, Associate Managing Director, Strategy at Publicis Sapient, for a hands-on and interactive workshop as we explore the potential — and the challenges — of data monetization, and discover how you can drive revenues and growth for your business.
Mahesh Raghavan
VP & Associate Managing Director, Financial Services StrategyPublicis Sapient
11:00 am - 11:30 am
Second AM Break
11:30 am - 12:00 pm
Keynote Panel Discussion | Women in Data Leadership Discussion
Cindy Tu -
Director, IT & Data Audit,
Discover Financial Services
Shertina Mawuenyega -
VP, Analytics, Data Governance Leader,
Synchrony Financial
Patty Aenchbacher -
Director, Enterprise Data Governance,
American Century Investments
Sandy Estrada -
Data Strategy Advisor,
Women Leaders in Data & ai - WLDA
The list of women in leadership positions continues to grow in the financial industry, but it hasn’t always been an easy road to the top. Our esteemed panel will lead an open and honest conversation around challenges faced as a woman in finance and expectations for the future of leadership development. Additionally, the panel will address:
• The journeys of women in yesterday and today’s industry.
• The future of work and the role female leaders play navigating change.
• What male allies can do to help foster growth and development.
12:00 pm - 12:20 pm
Case Study | Dynamic, Governed and Highly Scalable Pipelines at MassMutual
Vijayakumar Gurusamy Raju -
Big Data & Cloud Engineer Lead,
MassMutual
Michael Roche -
Head of Core Data Platform,
MassMutual
Traditional data pipelines using shared resources are inefficient in processing big data workloads as one size does not fit all. At MassMutual, big data workloads were generating provisioning and operational overhead that slowed the ability to meet the needs of data consumers. Michael Roche along with Vijay Raju will discuss how MassMutual addressed these limitations – through a modernized data platform for data consumers. This new solution is dynamic, secure, and highly scalable, and incorporates integrated governance at every step. Michael and Vijay will also address technical design and tool choices, practical findings, and the process MassMutual followed. The end-result is a containerized, dynamic, seamless, scalable, and governed solution, and incorporates fine grained security to reduce operational burden.
12:20 pm - 12:50 pm
Keynote Panel Discussion | The Human Side of Data Management
Tony Mazzarella -
Director, Enterprise Data Enablement & Governance,
Voya Investment Management
Eric Smith -
Head of Investment Operations,
Cascade Asset Management
Shertina Mawuenyega -
VP, Analytics, Data Governance Leader,
Synchrony Financial
Tarun Sood -
Chief Data Officer,
American Century Investments
New technologies make it easier for organizations to make decisions and build new products and services for their customers. With the advent of AI/ML, more questions can be asked at a faster rate. However, data professionals must remember that at the core of what they do, their work impacts real people and real places. Join us as we share what the role of empathy plays in data management and how to enable your teams, not machines, to be the better decision makers in your organization.
Tony Mazzarella
Director, Enterprise Data Enablement & GovernanceVoya Investment Management
12:50 pm - 1:50 pm
Lunch
1:50 pm - 2:20 pm
Panel Discussion | How the Venture Capital Community is Leveraging Alternative Data Generate Alpha
Nick Kim -
Early Stage Investor and Data Scientist,
Vestigo Ventures
Francesco Corea -
Director of Data Science,
Greycroft
Amrit Ramesh -
Data Scientist,
F-Prime Capital
Will Nunez -
Vice President,
Jump Capital
The VC industry uses a myriad of data, both open source and confidential, to venture out and find the best investments possible. As result of this function, identifying the providers, deciding on how to build internal data sets, finding and correcting biases in their data, and ensuring that the direction of data strategy is the best for their business portfolio are just some of the major tasks that data leaders in these firms are responsible for. When it comes to the unstructured nature of alternative data, accomplishing these tasks is sometimes even harder than imagined. Join us as we look at how the world of alternative data impacts the venture capital industry and hear firsthand how data leaders are leveraging this type of data to help their firms be successful.
Join us for the second year of the AI Ethics Working Group where data leaders will discuss the ethical considerations they should be aware of when implementing AI into their enterprise's data strategy.
