FIMA 2009 March 16-18, 2009 Bridgewaters, NYC Managing Your Enterprise-Wide Data To Minimize Risk Receive 25% Off Before Nov. 21st. Applies To Financial Institutions Only FIMA focuses on the challenges of acquiring, cleansing and maintaining the securities and entity data that is essential to your operation. Entering into its 5th year, the issues covered at FIMA have never been more important. Higher quality data equals better business agility – and a faster response to market uncertainty.

*Only Applies To Financial Institutions

2009 Preliminary Agenda Now Available

Key benefits of attending FIMA 2009 include:

• Implement metrics within your organization for real-time decision making, predictive modeling and text mining
  
• Examine the data supply chain: where can inefficiencies be identified across business lines?
  
• Develop strategies for getting the front office involved in the data initiative
  
• Understand how new technologies and processes for being Basel II compliant can help evolve your data efforts
  
• Identify industry best practices for managing the OSI (Options Symbology Initiative)
  
• Examine steps you can take to enforce data governance across a silo-based organization

PLUS! New Formats at FIMA – With more roundtables, more brainstorming and more interaction – you’ll have many opportunities to informally address your concerns and questions. There will be roundtables on every day’s agenda at FIMA 2009.

Key Speakers Confirmed For the 2009 Program Include:

• BMO Financial Group: Ron Klein, Enterprise Metadata Management – Information Governance & Quality - Information Management – Corporate Technology Development – T & O
  
• Merrill Lynch: Jeffrey McMillan, Senior Director, Global Securities Research & Economics Group
  
• TD Securities: Eric Sutherland, Vice President & Director of Global Technology
  
• Wachovia: Jean-Thierry Dupuy, Director, Sales & Client Research Technology
  
• The Bank of New York Mellon: Amy G. Harkins, Senior Vice President, BNY Mellon Asset Servicing
  
• Merrill Lynch: John Fleming, Head of Strategy & Product Management, Client Data
  
• EDM Council: Mike Atkin, Managing Director
  
• Aite Group: Adam Honore, Senior Analyst
  
• Freddie Mac: Justin Magruder, Vice President, Enterprise Information Management
  
• Goldman Sachs: Jim Perry, Vice President – Reference Data Quality
  
• RBC Financial Group: Jason Smith, Senior Manager, Credit MIS
  
• Navesink Consulting: Tom Redman, President
  
• Oppenheimer: Peter Giordano, Executive Director, Institutional Equities
  
• JP Morgan: Tim Sheeley, Vice President
  
• JP Morgan: Brian Goldman, SVP, Securities Processing
  
• HSBC: Mark Januszka, VP – EDM Regional Head – Americas
  
• Merrill Lynch: Brian Lane, Vice President, GCDS – Product & Pricing
  
• Putnam Investments: Stephen Goff, Vice President & Manager of Data Operations
  
• Citi: John Bottega, Chief Data Officer
  
• GE Asset Management: Tom Llaneza, Manager of Data Warehouse Management
  
• Caxton Associates: Duncan Henry, Manager of Enterprise Data
  
• Asset Alliance Corporation: Elliot Noma, SVP, Chief Risk Officer & Portfolio Manager
  
• Wachovia: Steve Listhaus, Market Data Services; Technology, Architecture and Business Services

Manage Critical Functions Such As:

• Risk management
• Regulatory compliance and reporting
• Establishing data quality metrics
• Reference data integration
• Emeging market, outsourcing and off-shoring opportunities
• Entity data management
• Data standardization

For information about sponsorship, speaking and exhibition opportunities, please contact Ariel Borkowsky at 646.200.7476 or aborkowsky@wbresearch.com

Sponsored By: