[1071] in WWW Security List Archive
NYC conference info!...by popular demand...
daemon@ATHENA.MIT.EDU (Prince, Cheryl)
Tue Oct 24 18:58:10 1995
Date: Tue, 24 Oct 95 12:06:16 PST
From: "Prince, Cheryl" <cprince@mfi.com>
To: www-security@ns2.rutgers.edu
Errors-To: owner-www-security@ns2.rutgers.edu
After I posted information on an open spot for a conference session (which has
since been filled), I received many requests regarding times, dates and
location for the expo. So here it is:
FINANCIAL TECHNOLOGY EXPO AND CONFERENCE EXPO
The Financial Technology Expo, hosted by three industry publications, Bank
Systems + Technology, Wall Street & Technology and Insurance & Technology, is
being held at the New York Hilton & Towers (6th Ave & 54th St.) on Wednesday,
Oct 25 and Thursday, Oct. 26th. The expo, in its fourth year, boasts 129
exhibitors and traditionally draws more than 3,000 attendees (mostly bank,
insurance and wall street executives).
This year, we've added a two-day conference component with 20 sessions and more
than 70 speakers, including keynote speaker Scott Cook, CEO of Intuit.
The expo is free and attendees may register on-site. Expo attendees may also
attend the Scott Cook address and breakfast, free of charge. The conference,
total cost, is $895 and can be paid on site as well. Attendees wishing to sign
up for just one or two individual sessions of the conference may do so for $199
each.
Below is the complete conference itinerary. Hope to see you there!
FINANCIAL TECHNOLOGY EXPO
NEW YORK HILTON & TOWERS
OCTOBER 25-26, 1995
Wednesday, Oct. 25, 1995
Exhibit Hall Hours: 9:30 a.m. - 5:30 p.m.
Industry Breakfast/General Session: 8 - 9:30 a.m.
The Financial Technology Expo will open on Wednesday, Oct. 25, with an Industry
Breakfast/General Session. The general session event is scheduled to begin
promptly at 8 a.m. in the Trianon Ballroom (3rd floor of the New York Hilton),
with a keynote address starting at 8:30 a.m. and wrapping by 9:30 a.m.
Scott D. Cook
Chairman and CEO
Intuit, Inc.
Seminars (Banking, Insurance and Securities/Investment Tracks)
The Financial Technology Expo will feature a conference component composed of
20 seminars spanning three financial services businesses: banking, insurance
and securities/
investment industries.
Session One: 9:45 - 11 a.m.
Seminar 101: Bounding Back: The New Age of Banking. Convergence of the
financial services businesses is forcing banks to identify their respective
market strengths and weaknesses, abandoning those products and services that do
not fit the institution's redefined market profile. As competitive threats
mount, banks must determine in what businesses they excel?as retail or
wholesale banks, commercial or investment banks, one-stop-shops or specialized
boutiques?and how investment in technology is playing a role in the control of
distribution channels. Moderator: Holly Sraeel, editor-in-chief, Bank Systems +
Technology.
Frank Woosley
National Practice Director for the Financial Services Industry
Deloitte & Touche LLP
Texas Commerce Tower, Suite 1600
Robert Christiansen
SVP/Chief Technology Officer
Broadway & Seymour
Rocco Maggiotto
Managing Partner
Coopers & Lybrand Consulting
Seminar 102: Alternative Delivery Strategies for Insurers. The traditional
agent-oriented approach to selling, delivering and servicing insurance products
is being called into question as costs and commissions escalate, competitive
boundaries change, and technology enables new strategies. This session will
examine several different options?selling through banks, selling via direct
marketing (mail) and selling electronically. Moderator: Katherine Burger,
editor-in-chief, Insurance & Technology.
John Arant
SVP/Chief Sales Officer
Keyport Life Insurance Co.
Richard K. Berry
Managing Principal
Towers Perrin
Seminar 103: Integrating the Buy-side/Sell-side: New Trends in Order
Management, Routing and Execution. Flexing the muscle of a trillion in assets,
buy-side investment firms are joining forces with sell-side brokers to create
industry standards to communicate trading information electronically between
brokers, buy side traders, markets and vendors. This session will examine the
efficiencies to be gained from linking both sides of the Street in terms of
order management; trade allocation, executions and portfolio accounting.
Moderator: Ivy Schmerken, Editor-in-chief, Wall Street & Technology.
Mark Bobseine
President
Cutter Associates
Jim Leman
Vice President, Equity Support
Salomon Brothers
Jacques Perold
Vice President, Structured Trading
Fidelity Management & Research Co.
Clifford Titus
Managing Director
ESI Securities
Session Two: 11:15 a.m. - 12:30 p.m.
Seminar 201: Developing a Global Risk Management System. Globalization of
financial services and the speed with which transactions are conducted have
increased the need for systems that assess risk exposure. Systems on the market
today purport to gauge risk exposure globally across all products that are
traded. Is developing a real-time risk management system an unnecessary ideal,
or are the costs of doing so prohibitively high for financial institutions?
Experts discuss what's on the market and how to develop a global risk
management system to suit a firm's specific needs.
Moderator: Nick Barcia, Managing Associate, Coopers & Lybrand Consulting
Till Guldimann
EVP
Infinity Financial Technology, Inc.
Ron Dembo
President
Algorithmics
David N. Bernstein
Principal
Furash & Company
Seminar 202: Object-Oriented Technology: Building Tomorrow's Insurance Systems
Today. Insurance companies are under intense pressure to find faster and less
expensive ways to create and support new products and services. Rather than try
to make existing systems more efficient, a select but growing number of
insurers are taking the plunge into object orientation?a non-traditional
development approach that promises to help companies build more flexible
systems that truly reflect the business and requirements of users. Moderator:
Katherine Burger, Editor-in-Chief, Insurance & Technology.
Thomas J. Murray
integrated solutions marketing manager
Lockheed Martin Corp.
Viateur J. Beaudreau c/o Sue Honeyman
Director, Advanced Technology Group
ITT Hartford Insurance Group
James Hughes
VP
USF&G Corp.
Seminar 203: Global Clearance & Settlement: Adapting to a Post-T+3 Environment.
In light of the passing of the T+3 deadline and the international push to pare
clearance and settlement times, accounting for domestic/international
securities is growing increasingly complex. This session will take a look at
how global institutions are tracking international settlement time frames,
practices, protocol and degrees of automation. Moderator: Alan Loss, Managing
Director, Strategy & Technology for Financial Institutions.
David Orszulak
Principal Consultant
Investment Management & Securities Operations Consulting
Price Waterhouse
Tom Abraham
President
PanVisors
Robert Pierre
Vice President, Network Administration
Securities Operations Division
State Street Bank & Trust Co.
Lunch Break: 12:30 - 1:30 p.m.**
Roy C. Smith
Professor of Finance and International Business
Stern School of Business
New York University
Author of Comeback: The Restoration of American Banking Power in the New World
Economy and a Limited Partner of Goldman, Sachs & Co.
Session Three: 1:45 - 4:30 p.m.
Seminar 301: Competing in the New Interactive Financial Services Environment:
An Internet Workshop. The Internet is rapidly gaining acceptance as the medium
for electronic commerce. In this workshop, financial services executives will
find out what products and services are ideally suited for the Internet, what
the real security risks are and how to address them in order to roll out an
effective Internet strategy.
Part One: Securing Transactions on the Internet.
Coffee Break
Part Two: Marketing Financial Products and Services on the Internet.
Moderator: Holly Sraeel, Editor-in-Chief, Bank Systems+Technology
Hung Vu
president and CEO
Milkyway Networks Corp.
Daniel Eldrige
vp, e-cash business development
DigiCash, Inc.
Dr. Darren New
Chief Technical Officer
First Virtual Holdings
Jonathan Guerster
Director of Financial Services
Open Market, Inc.
Mike Mathiesen
President and CEO
Lighthouse Productions
Author of Marketing on the Internet
Scott Nelson
Research Director
Gartner Group
Seminar 302: Building an Insurance Investment Management Strategy for the 21st
Century. While regulatory changes and growing complexity of investment products
and strategies have made it more difficult for insurance companies to
successfully and profitably manage their investments, technology and greater
management awareness are providing tools that insurers can use to control the
challenge. Multi-line, life and property/casualty companies tell how they're
working to master the process. Moderator: Katherine Burger, editor-in-chief,
Insurance & Technology.
James Hohmann
principal
Tillinghast Life Practice
E. Roland David, Jr.
Principal/Managing Director
IAS/Insurance Advisory Services
John Sweeney
c/o Kerrie Burch-DeLuca
Chief Investment Officer
USF&G
Seminar 303: Advanced Intelligent Systems: The New Wave in Trading and Asset
Management. Complex new theories involving non-linear, adaptive computational
techniques are emerging as a leading investment management tool. Investment
professionals and traders examine how neural networks, genetic algorithms,
fuzzy logic and hybrid systems can be applied to solve problems that involve
forecasting and prediction. Moderator: **Roy S. Freedman, President, Inductive
Solutions, Inc., 380 Rector Place, Suite 4-A, New York, NY 10280, 212/945-0630;
fax 212/945-0367
Yuval Lirov
VP, Global Unix Support
Lehman Brothers
Susan Garavaglia
AVP/Analytical Processes
Dun & Bradstreet
Ken Kleinberg
Research Director
Gartner Group
Session Four: 3:15 - 4:30 p.m.
Seminar 401: Internet Workshop (continued)
Seminar 402: Breaking Data-Access Barriers to Develop a Customer Orientation.
Insurers have been trying in recent years to remove the barriers that stand in
the way of better information access and distribution. Relational, customer-
oriented databases are among the systems that have been instrumental in
enabling insurers to address customer needs?whether the customers are
policyholders or internal end-users. Panelists will discuss the challenges
involved in creating a customer orientation, and will also describe the next
steps they will take in their ongoing efforts to get closer to customers.
Moderator: Elizabeth Daniele, senior editor, Insurance & Technology.
John Schieman
vice president, insurance information systems
Prudential Insurance and Financial Services
Gregory Ross
President, TNE Information Services, Inc.,
Mark H. Sheppard
VP
SMS Consulting, Ltd.
Mark D. Lyons
EVP
Zurich-American Insurance Group
Seminar 403: Information Arbitrage: A Trading Paradigm for the 21st Century.
Panel will discuss Information Arbitrage and the evolving impact that primary
and derived electronic markets will have on the trading strategies of market
professionals. Key findings of a global study of electronic markets conducted
by New York University's Stern School of Business will be presented.
Moderator: Allan Grody, president, Financial InterGroup/Director, Institute for
the Study of Electronic Markets, New York University
Steven Wunsch
Chairman
Arizona Stock Exchange
Hughes Levecq
Stern School of Business
New York University
Thomas V. Mallon, Jr.
VP of Strategic Planning
New York Mercantile Exchange
Happy Hour on Expo Floor: 4:30 - 5:30 p.m.
Thursday, October 26, 1995
Exhibit Hall Hours: 9:30 a.m. - 2 p.m.
Session One: 8:15 - 9:30 a.m.
Seminar 501: The Impact of Electronic Commerce on Banking. The on-line delivery
of financial services?be it banking from home on PCs or using the Internet to
conduct credit card transactions?is driving the dawn of the electronic banking
era. Industry experts discuss on-line opportunities and how to develop secure
high-tech delivery channels ahead of nonbank competitors. Moderator: Joanna
Smith Bers, executive editor, Bank Systems + Technology.
Randall O. Kahn
svp, corporate electronic products div.
First Interstate Bancorp
Bruce Guptill
research director, electronic commerce strategies
Gartner Group
Richard Lonergan
EVP
Visa International
Andrew DeMeo
Director, Interactive Marketing
National Westminster Bancorp Inc.
Seminar 502: Profiting as a Global Insurer. Political transformation and the
opening of once-closed markets are emboldening a growing number of U.S.-based
insurers to looking to Latin America, Asia and Europe as potential areas for
expansion. Executives offer insight into the financial, cultural and
technological factors required for American companies to successfully
capitalize on opportunities to market everything from personal protection and
investment products to commercial risk management services in a newly global
marketplace. Moderator: Katherine Burger, editor-in-chief, Insurance &
Technology.
Jan Jobe
President
Principal International Group
Peter Aubrey-Smith
SVP, International Underwriting
St. Paul Reinsurance
Richard Marsh
Director, International
Atlantic Mutual Insurance Cos.
Seminar 503: Effective Risk Management Controls for Derivatives Trading. This
session examines how investment dealers and commercial banks are executing
effective risk management strategies via systems, processes and procedures to
increase profitability and avoid misapplication of these complex instruments.
Moderator: Ivy Schmerken, Editor-in-Chief, Wall Street & Technology.
Thomas F. Riesing
vice president
Capital Market Risk Advisors
Gary L. Gastineau
SVP, New Product Development
American Stock Exchange
David DeRosa
Director, Foreign Exchange
Swiss Bank Corp.
Neil Wright
Division Executive for Global Derivative Operations
Chase Manhattan Bank Corp.
Coffee Break: 9:30 - 10:15 a.m.**
Session Two: 10:15 - 11:30 a.m.**
Seminar 601: Playing It Smart: The Future of Credit and Debit Card Technology.
Bank-owned credit card associations are poised to revolutionize the industry
with smart cards, but is the industry itself ready? The path to wide-scale
smart card implementation could be blocked by a massive ATM and point-of-sale
infrastructure and legions of consumers?neither of which are equipped for smart
card use. Find out what the experts say banks are doing to successfully ride
the incoming tide of smart card technology. Moderator: Joanna Smith Bers,
executive editor, Bank Systems + Technology.
Fred Honold
VP, Global Markets and Customer Solutions
AT&T Smart Cards
Catherine Allen
VP
Citibank
Diane Wetherington
SVP, Chip Card Business/Marketing
MasterCard International
James R. Wells
Managing Director
Furash & Company
Seminar 602: Devising Interactive Branch Delivery Systems ***(New Time). Retail
banking has become very channel-centric, prompting banks to explore new
interactive technologies to reengineer branches, reduce operating costs and
deliver products and services to customers through multiple branch delivery
methods. Moderator: Cheryl J. Prince, associate editor, Bank Systems +
Technology.
Michael Balter
Financial Service Market Development Manager/Personal Conferencing Division
Intel Corp.
Clifford Potenza
President
CFI/Genesys Solutions Group
Richard Stone
Director of Marketing for Standard Platforms
Olivetti North America, Inc.
Dale Roberts
National Sales Director
Aegis Technologies
Seminar 603: Reaping Profits from Real-Time Market Data. As the number of
instruments and trading volume on exchanges has exploded, so has the cost of
real-time data feeds. This session discusses the challenges of controlling
market data costs, while ensuring first-rate data for front office trading and
investment management. It will also discuss new trends in flat fee pricing,
entitlements, metering and the quality of international prices. Moderator: Lee
Barney, Associate Editor, Wall Street & Technology.
W. Leo McBlain
VP
ADP Financial Information Services Inc.
Jonathan Nutter
Director of Market Data Services
Mass. Financial Services
Monica Summerville
project leader, front office applications
ABN AMRO
Klaus Ewald
svp, Chief Information Officer, North America
Dresdner Securities
Session Three: 12:30 - 1:45 p.m. *** (New Time)
Seminar 701: Customizing Compliance Software for Effective Database Analysis.
Regulatory compliance software can often mean the difference between passing or
failing a bank examiner's scrutiny. Banks are customizing off-the-shelf
compliance systems to conduct database analysis, satisfying government
regulations and protecting against unforeseen regulatory backlash. Moderator:
Cheryl J. Prince, associate editor, Bank Systems + Technology.
Matthew Chapman
Chairman and CEO
CFI ProServices, Inc.
Mr. Robin Smith
President and CEO
FormAtion Technologies, Inc.
Seminar 702 : Growing Pains: Client/Server Applications Come of Age. A
financial Institution's flexibility in developing and delivering products and
services is becoming increasingly limited by the legacy systems in place.
Panelists discuss options for moving critical business systems to client/server
technology, from issues of cost justification, security, architecture and
platform, as well as connectivity tools that make the migration manageable.
Moderator: Elizabeth Daniele, senior editor, Insurance & Technology.
R. Thomas Bigelow
Partner
CSC Consulting
John McFadden
Vice President, Corporate Systems & Architecture
Chemical Bank
Marie Giangrande
Manager of Financial Services Marketing
Hewlett-Packard
Roger Thibodeau
AVP, Client/Server Engineering
Connecticut Mutual
Seminar 703: Emerging Technologies for Linking Global Trading Rooms. From
multimedia to high speed fiber optic networks?ATM or FDDI?Wall Street is
bulking up on bandwidth to carry voice, data and video to trading rooms around
the world. This session will examine the impact of hot trends in digital
networking, desktop video conferencing, e-mail, collaborative computing and the
Internet on trading rooms in the 21st Century. Moderator: **Richard Malinowski,
Partner, Strategic Information Technology, Ltd., 410 East 20th Street, New
York, NY 10009, 212/979-2037, fax 212/979-0693
Antonio Perrotta
Senior Manager
Securities Industry Consulting Group
Price Waterhouse LLP
Stephen A. Scullen III
Director, Treasury Systems Division
Bank of Boston
Richard Jaycobs
Director of Business Development
Computer Trading Corp.
