Transforming Your Client And Counterparty Data Management Strategy

Thank you to all the delegates, speakers and sponsors who attended and supported another successful FIMA EDM conference!

The next FIMA event is on March 16-18, 2009. Mark your calendars today. View updates on FIMA 2009 at www.fima2009.com.

FIMA EDM 2008 focused on driving data quality initiatives, strengthening vendor relationships and identifying tactical strategies to mitigate risk exposure. Delegates learned through:

  • The round table sessions led by GoldenSource, FactSet and Kingland Systems: Delegates found this activity very engaging, with opportunities to raise honest questions and challenges within a tight, intimate set-up
  • The 4 panel sessions were also well-received, with panelists and delegates sharing honest opinions, insights and real-life experiences in improving data quality and risk management
  • The individual presentations set the stage for the group’s desire for new information and useful lessons learned especially during this very shaky market and economy

Speakers' presentations that were approved to be shared can be accessed here. This can only be accessed by registered delegates from the 08 show. A username & password are required.

EDM Speakers 2008

Panelists:

Frank Hochheimer
Manager of Reference & Vendor Data
AIG
  Sam Weibel
Vice President, Investment Banking Solutions
GoldenSource
Bill Nichols
Program Director
FISD
  Ari Marcus
Senior Vice President Of Data Strategy
Lehman Brothers
Robert Lepre
Associate Director
Barclays Capital
  Mark Levine
Vice President GMIS Product Data Services
Merrill Lynch
Sanjay Nihalani
Senior Data Management Professional
formerly worked for Companies like Jefferies & Company, Inc., Bank of America, Accenture
  Vikas Delory
Assistant Vice President, EIM – Client Business Solutions
Merrill Lynch
  Steven Steinerman
Manager, Counterparty Data
AIG Enterprise Risk Management (ERM)
    Michael Simone
VP / Chief Data Architect
Citi Architecture & Technology Engineering (CATE)

Keynote Presenters:

Frank Principe
Director of Client On-Boarding
Barclays Capital
  Eric Sutherland
VP & Director of Global Technology
TD Securities
Mike Atkin
Managing Director
EDM Council
  JT Dupuy
Director of Sales Client & Research Technology
Wachovia

Round Table Moderators:

Neil Edelstein
Vice President of Product Solutions
GoldenSource
  Tony Brownlee
Principal
Kingland Systems
Ken Zockoll
Director of Content Development
FactSet
     

Here are what some of the delegates had to say about FIMA EDM:



Interesting in speaking at the event?
Call Leanne Laudico-Arcinue at 646-200-7466 or email her at Leanne.LArcinue@wbresearch.com

Marketing Opportunities
Call Katie Oates at 646-200-7450 or email her at koates@wbresearch.com

Solution Provider Speaking Opportunities, Sponsorship and Exhibition
Call Ariel Borkowsky at 646-200-7476 or email her at aborkowsky@wbresearch.com

 



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