Past Summits

2018 Financial Services CIO Executive Leadership Summit

Grand Hyatt New York, New York, NY

Reimagine, Reinvent:  Building a Customer Centric Organization In Highly Disruptive Times

In today’s fast-changing business landscape, it’s not your competitors that threaten your company’s survival. It’s your organization’s willingness and capacity to disrupt its existing business model or be disrupted. Because the CIO is at the center of the digital transformation journey she or he is uniquely positioned to deliver fearless leadership, fuse emerging technologies with process redesign and people skills, partner with the C-suite and board of directors, and successfully navigate the business into the future.

The courageous leadership traits needed to foster a culture of innovation and transformation on the path to genius will be the focal point of the 2018 Financial Services CIO Executive Leadership Summit.


  • Renee Arrington
    President, COO & Director
    Pearson Partners International, Inc.

    • Renee Arrington offers clients over 20 years’ experience in retained executive search. She excels in recruiting senior executive talent for Fortune 500 companies, private-equity-backed businesses and not-for-profit organizations. She is a member of the Pearson Partners board of directors and leads the firm’s Fort Worth office and CIO and IT leadership practice with clients in technology, retail, financial services, business services, distribution and R&D. Renee conducts searches for board members, presidents and executive directors among other senior leadership positions.
    • Renee was named one of the top 40 Gatekeepers to the C-Suite by Hunt Scanlon Media, a search industry analyst. She is an active member of IIC Partners and the Association for Executive Search Consultants (AESC).
    • Renee is attentive to diversity and believes a well-run search can deliver market insight. Renee appreciates the value of using assessment instruments as part of the search.Prior to joining Pearson Partners in 2006, Renee was a vice president in the technology practice of a global retained search firm, and was previously a shareholder and partner in the technology practice of another global firm.
    • In addition to serving on Pearson Partners’ board of directors, Renee serves on the board of directors of IIC Partners, one of the world’s top 10 executive search organizations, with 50 offices in 35 countries (Pearson Partners is a member of IIC Partners). Additionally, she serves on the boards of directors of the Dallas/Fort Worth chapter of the Society for Information Management (SIM), the National Association of Corporate Directors (NACD) North Texas Chapter and the Foundation for the Young Women’s Leadership Academy in Fort Worth, where she serves as chairman of the board. She is an executive committee member of Dallas Executive Women’s Roundtable (EWR) and a member of Fort Worth’s Women Steering Business (WSB). Renee has previously served on the board of North Texas Public Broadcasting (NPR Affiliate) and was board chairman of the YWCA of both Fort Worth and Tarrant Counties and the Fort Worth Westside YMCA.
    • Renee was honored with the Association of Executive Search & Leadership Consultants’ prestigious Commitment to the Community Award in 2018, recognizing her excellence in executive search and leadership consulting together with her strong commitment to community service and volunteerism toward charitable causes. She has been selected as a 2018 C-Suite Award Winner by the Fort Worth Business Press for her business leadership as well as the civic and social contributions she has made to the community of Fort Worth and its organizations.
    • Renee is a frequent speaker at the HMG Strategy CIO Summits around the country, and is a prolific business writer, having written a monthly column for CIO Decisions magazine and been quoted in The Wall Street Journal, CareerJournal.com, IT World, Network World and Business Process Outsourcing: The Competitive Advantage (Wiley 2005). She was honored among the finalists in D CEO’s 2016 CIO/CTO Awards in the Technology Advocate category.
    • Renee earned a Bachelor of Arts degree in communications from Trinity University and studied at Parsons School of Design in Paris. She and her husband, Michael, live in Fort Worth.

  • Marianne Bachynski
    Chief Information Officer, Investments
    AIG

    Marianne is a proven Senior Executive, C-Suite Officer, and Board Member with a successful career in financial services, investment management, and technology. Leveraging extensive experience in leadership and global business, she is a valuable asset for similar-sector and other companies looking for transformation, delivery, downsizing, cost savings, technology upgrade, and vendor management. Her broad areas of expertise include strategic planning; global operations management; mergers and acquisitions (M&A); due diligence and integration; asset management; risk management; transformation; turnaround; Agile; Scrum; IT; data and process reengineering; growth; and expansion.

    Marianne has held leadership positions at FIS (COO Capital Markets, Risk, and Compliance), Rabobank (COO and MD NA Wholesale Banking); Citigroup; and Morgan Stanley (CIO and MD Asset Management). As an experienced executive leader who excels at managing large-scale, high performing, geographically dispersed organizations, Marianne has distinguished technology and business knowledge of financial services across all major asset classes. A leading Wall Street technology authority and architect, she shaped and directed organic build and strategic acquisition integration. She was tapped to lead crucial turnarounds in world-scale projects and client relationships. Marianne has developed and executed global transformational agendas in cybersecurity, compliance, cloud, legacy technology, data as an asset, innovation, product management and talent management. Her leadership is demonstrated by strategic vision and sound decision-making; a laser focus on execution; and a passion for creating high performance teams motivated to achieve institutional goals.

    Marianne obtained a B.A. in Biology and Economics from Queen’s University (Ontario). She completed advanced postgraduate coursework in accounting, finance, and computer science from Harvard University and Boston University and Big Data at MIT; she is an active Certified Scrum Product Owner (CSPO) from Scrum Alliance. Marianne has served on boards and advisory councils, including the Morgan Stanley Foundation Board.

  • Raj Badhwar
    SVP, CISO
    Voya Financial

    Raj Badhwar is Chief Information Security Officer for Voya Financial, Inc. (NYSE: VOYA), which helps Americans plan, invest and protect their savings — to get ready to retire better. Serving the financial needs of approximately 14.3 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $8.6 billion in revenue in 2017. The company had $528 billion in total assets under management and administration as of June 30, 2018. Badhwar is responsible for leading the company’s security engineering, architecture and operational functions for all domains (data security, network security, application and system security, monitoring and response, vulnerability management, and identity and access management), setting the overall security strategy and direction, enhancing security standards and policies, and establishing compliance with required government, financial and privacy regulations. Badhwar has more than 24 years of experience within the IT industry, with proven management, analytical and organizational skills, as well as, expertise involving requirement analysis, architecture, design, development, and management of technical resources for Cyber Security Engineering and Operations, and Incident Response. He has a mix of Security, Application Development, and Network management experience and possesses a strategic and tactical skill set for analytical and technical workloads. He also held a top secret (SSBI) clearance from the U.S. Department of Defense. Prior to joining Voya, Badhwar was the global head of information security for AIG, where he led global security engineering and operations, aided by a strategy centered on the protection and preservation of IT systems, infrastructure, and other computing assets. Additionally, he authored the AIG security policy and many security standards and guidelines. Prior to his role at AIG, he held senior Security and IT leadership roles at BAE Systems Inc., Bank of America, Time Warner Cable and AOL Time Warner. Badhwar graduated from George Washington University (GWU) with a master’s of science (MS) degree in Information Systems Technology and also holds a bachelor’s of science (BS) degree in Electrical & Electronics Engineering from Karnatak University. He is a Certified Information Systems Security Professional (CISSP), a Certified Ethical Hacker (CEH), a Cisco Certified Design Associate (CCDA), and a Cisco certified Network Associate for Security (CCNA-Sec). He has also co-authored 13 security patents, and has conducted extensive research in the areas of Cryptography, Zero Trust Networks, Artificial Intelligence (AI) code of ethics for Cyber Security, and AI-based pattern matching and reactive-response for Cyber Incident Response.

  • Howard Bruck
    Chief Financial Officer
    BuyGoods Inc.

    Howard joined Farm Credit Financial Partners in 2016 as President and CEO. His prior work experience includes: Chief Information Officer at Sterling National Bank, Managing Director of Technology at the New York Stock Exchange, and Group Manager of Information Systems at PepsiCo International.  For the past 12 years Howard has been an Adjunct Professor at NYU-Polytechnic University and the Fordham University Business School teaching courses in IT Strategy and Business Operations.  He has served on the Business Banking Strategy Committee for Fiserv, and the Mid-Market Advisory Council for IBM.  He regularly speaks at industry events and publishes articles in business journals. Howard earned his MBA from Fordham University and BS from Long Island University.

  • Anthony Dagostino
    Global Head of Cyber Risk
    Willis Towers Watson

    Anthony Dagostino is responsible for the company’s global cyber strategy, product development and thought leadership. Focusing a majority of his career in cyber risk management, Anthony has a broad background in cyber insurance underwriting, broking, and related risk mitigation techniques in employee solutions, incident response, and vendor management. He also has a background in non-cyber financial lines insurance and alternative risk transfer programs.

    Anthony is a regular contributor to broadcast media, a wide array of publications, and industry events. In his leadership role at Willis Towers Watson, he focuses on developing and delivering an integrated cyber risk management proposition to help clients more effectively assess and minimize cyber risk across their enterprise.

    Prior to joining Willis Towers Watson in 2016, Anthony has held a variety of leadership roles with insurers Chubb (formerly ACE Group) and The Hartford as well as experience as a venture capital analyst focusing on emerging technology companies.

    Anthony earned a B.A. in both economics and business administration from Muhlenberg College and is an active member of the FBI’s Infragard program. He serves on the advisory boards of Forgepoint  Capital, the world’s largest venture capital fund dedicated to cybersecurity, and for Rutgers University’s Cybersecurity program. Anthony is also actively involved in various public sector working groups and private sector councils across the globe.


  • Stephen Davy
    Executive in Residence
    Adelphi University

    Stephen Davy is an Information Technology executive who has held senior IT positions in multiple industries including consumer product goods, investment banking and global brokerage. Steve is presently the CIO and Global Head of STP Technology at NewEdge Group, a leader in global multi-asset brokerage. Steve has led the transformation of the company from a regional to global processing capability through cultural change and innovative technology implementations. Previously, Steve was Vice President of Information Technology at Altria Group Inc. Steve led the IT initiatives in the restructuring of Altria Group which resulted in the spin off of Kraft Foods, Miller Brewing and Philip Morris Companies. Steve’s responsibilities included the Chief technology office functions as well as the Corporate CIO. Steve led the implementation of shared service divisions such as global treasury, finance, human resources and legal. Prior to joining Altria, Steve also held senior positions in the investment banking technology group at Barclays Capital. Early in his career, Steve was in the operations and technology divisions at JP Morgan Chase and helped launch their entry in mutual fund operations.

    Steve recently was honored in the Wall Street and Technology Gold Book

  • Tsvi Gal
    Head of Enterprise Technology Services (Infrastructure)
    Memorial Sloan Kettering Cancer Center

    Previously, Tsvi Gal was a Managing Director at Morgan Stanley where he led the strategy, architecture and engineering efforts. Tsvi has over 25 years of technology and operations experience mostly in financial services global corporations.

    Tsvi’s career included work as CTO and CIO in several banks including Merrill Lynch/Bank of America, Deutsche Bank and Wells Fargo as well as in non-banks including general partner of a private equity firm, president of AT&T.com and CIO of Time Warner Music.

  • Tom Golway
    Chief Technologist – Financial Services
    Hewlett Packard Enterprise

    Tom Golway is a respected Information Technology executive with a wide range of experience with leading firms such as Hewlett-Packard Enterprise, Thomson Reuters, Marconi Communications, Fore Systems and MIT-Lincoln Laboratories.

    At HPE, Tom is a Chief Technologist focused on providing business and technical thought leadership to help customers realize their business strategies.  Tom is also a member of HPE’s Machine Evangelist program which focuses on memory driven computing platforms.

    Prior to HPE, Tom has been successful in a variety of roles, ranging from as a Mathematician at MIT to a Chief Technology Officer at a Cloud Startup.  Tom has been involved with a number of start-up companies including Marconi Communications where he developed the business strategy for an innovative public/private partnership focused on intelligent communities. The initial customer was for the Dubai Marina intelligent city project.

    Mr. Golway holds a Bachelors of Science degree in Mathematics and Computer Science from St. John’s University, is an accomplished author, delivered talks at major IT events and is a guest lecturer at a number of universities.

  • Dustin Goodwin
    Technical Advisor/CTO

  • Chuck Gray
    Partner
    Egon Zehnder

    Chuck is a Partner in the New York office and leads the Chief Information Officers Practice on the East Coast.  He brings deep expertise in Chief Information Officer searches across numerous industries including Financial Services, Life Sciences, Industrial, Technology, and Public Sector .

    Prior to joining Egon Zehnder, Chuck was an Executive Director at J.P. Morgan in its Treasury & Securities Services (TSS) division. With TSS, he served as the Chief of Staff for the Global Head of Treasury Services Operations.  He was also a member of the TSS Strategy team where he had responsibility for leading strategy projects and executing M&A transactions. Previously, Chuck was a Director at Liberty Mutual Group where he worked on the Corporate M&A and Corporate Strategy teams.  Chuck also worked in the Investment Banking division of Credit Suisse First Boston.

    Prior to pursuing an MBA at the Wharton School, Chuck worked as a strategy consultant with Bain & Company serving clients across a variety of industries.  He also worked as an Applications Developer at TenFold Corporation, a software company focused on developing large-scale applications.

  • Swamy Kocherlakota
    Global CIO
    S&P Global

    Swamy Kocherlakota is the Chief Information Officer for S&P Global and is responsible for driving the digital transformation and delivering productivity improvements for our customers and employees. 

    Prior to S&P Global, Mr. Kocherlakota was SVP, Global Head of Technology Operations & Infrastructure at Visa, Inc. where he oversaw global infrastructure and applications that processed over 130 billion transactions annually. Before Visa, he was at BNY Mellon as the head of Global Infrastructure Engineering and Architecture and led their infrastructure transformation. Mr. Kocherlakota holds the recognition of being a distinguished engineer at Lucent Bell Labs where he managed technology for Lucent and its ventures.

    Mr. Kocherlakota is a NASD registered representative and has a PhD in Computer Science from Michigan State University.

  • Ondrej Krehel
    CEO
    LIFARS, LLC

    Ondrej Krehel, CEO & Founder of LIFARS is recognized world-wide for his Digital Forensic expertise. He actively participates in many high-profile engagements around the world whereby his proprietary methodology is leveraged to achieve the most rapid root-cause analysis and remediation. He’s the former Chief Information Security Officer of IDT911, the nation’s premier identity theft recovery and data breach management service. He previously led forensic investigations and cybersecurity consulting at Stroz Friedberg encompassing US government engagements and missions, including military cyber special operations. With two decades of experience in computer security and forensics, Krehel has conducted a wide range of red team exercises, cyber resilience matters, investigations, including data breached through computer intrusions, theft of intellectual property, massive deletions, defragmentation, file carvings, anti-money laundering, financial fraud, mathematical modeling and computer hacking. He holds an M.S. degree in Mathematical Physics from Comenius University in Bratislava and an Engineering Diploma from Technical University in Zvolen, Slovakia. Krehel is a frequent speaker at industry events and author on matters related to information security and computer forensics. Among other industry groups, he is a member of the High Technology Crime Investigation Association (HTCIA), the Information Systems Security Certification Consortium (ISC) and the International Council of Electronic Commerce (EC Council). He also is a Certified Information Systems Security Professional (CISSP), EnCase Certified Examiner (EnCE), and a Certified Ethical Hacker (CEH). He is one of few to hold a Certified Ethical Hacker Instructor (CEI) accreditation, and to be authorized to lecture Ethical Hacking courses to both the government and private sector. His work has received attention from CNN, ABC, BBC, Reuters, The Wall Street Journal and The New York Times, among many others.

  • Ajoy Kumar
    Executive Director Head of Technology IT Risk Assessments & Application Security
    The Depository Trust & Clearing Corporation

  • Harry Moseley
    Former Global CIO

    Harry D. Moseley brought to Zoom a blend of transformational leadership, disruptive innovation, and corporate growth strategies. As the former CIO & Managing Director for KPMG, Harry was responsible for technology and innovation to support the firm's competitive growth. Over five years he identified and replaced legacy technology to dramatically improve productivity, security, and reliability. Before joining KPMG, Harry served as CIO & Senior Managing Director - Partner for Blackstone, where he led the company's transformation to the world's best digital alternative asset manager. Prior to Blackstone, Harry was a Managing Director for Credit Suisse, where he served as the CIO of Global Investment Banking, and Global Co-Head of Application Development / Co-CIO of the firm. Before Credit Suisse, Harry served as CTO & Managing Director for UBS Americas.

    Harry was inducted into CIO Magazine's Hall of Fame, recognized as one of the world's top 100 CIOs by Computerworld, and honored by Irish Magazine as one of its Annual Wall Street 50. Harry is an Advisory Board Member of the New York Center for Dental Restorative Services, a Board Member of Rewards Network, a member of the Advisory Board of the New York City Chapter of the Leukemia & Lymphoma Society, and a sponsor of nPower. He is a former Board Member of Bi-Sam (since acquired by Factset), a former Advisor to Aquiline Capital Partners, and a former Board Member of iLevel Solutions (since acquired by Ipreo). He also led Blackstone's investment in Watchdox (since acquired by Blackberry).

  • Hunter Muller
    Founder & CEO
    HMG Strategy

    Hunter Muller is a charismatic industry pioneer and a modern-day Renaissance Man. As a global C-suite advisor and coach for the past 30 years, Hunter’s insights and concepts have been successfully applied by Fortune 1000 organizations worldwide to accelerate executive performance, propel the career ascent of C-level executives, and to drive transformative innovation and create new waves of value.

    Hunter is the Founder and CEO of HMG Strategy, LLC, the largest independent, objective, transparent and collaborative executive network in the world. HMG focuses on innovation and breakthrough strategies for core, parallel and new markets while studying the most successful organizations eco-systems and platforms such as Amazon and Microsoft.

    HMG Strategy is the provider of thought leadership and networking events for CIOs, CISOs, and senior technology executives. HMG Strategy offers a unique, integrated model for enabling C-level executives and their companies to draw upon courageous leadership to reimagine, reinvent, and rebuild their business models to attain the genius-level thinking required in today’s dynamic business landscape to achieve competitive advantage in the digital frontier.

    Hunter's passion for the role of the technology executive in transforming the business is reflected in the 7 Pillars of Trust which embody HMG Strategy's unique business model.

    Complementing HMG Strategy’s world-renowned events is HMGNextVentures, a venture capital accelerator aimed at helping connect CIOs with the most innovative technology companies and entrepreneurs from Silicon Valley to Tel Aviv. HMG Strategy also partners with the world’s leading venture capital firms, including Amplify Partners, Greylock Partners, Lightspeed Venture Partners, and Sequoia Capital. HMG Strategy connects CEOs, CIOs, and other C-level executives with startup technologies backed by the leading VCs to identify opportunities for innovation and business transformation.

    Meanwhile, HMG Strategy’s award-winning Research Team advises the world’s technology companies such as Adobe, Nutanix, and Workday on branding, messaging, and Voice of the Customer strategies.

    Hunter has published five that draw from his extensive business experience: The Transformational CIO (Wiley, March 2011), On Top of the Cloud (Wiley, January 2012), Leading the Epic Revolution (Wiley, September 2013) and The Big Shift in IT Leadership (Wiley, July 2015) and The CEO of Technology (Wiley, January 2018). Hunter is now working on his sixth book: 'Enterprise 2025', which is slated to be published in January 2020. As a result, Hunter’s unique position of knowing the thoughts, challenges, and opportunities of the IT Leader, he is asked to speak at a variety of venues such as IBM’s Cloud Expo and on TheStreet.com.

    Hunter and HMG Strategy support a variety of charitable causes, including the American Cancer Society, Save the Children, and Year Up, and Hunter personally gives back his time and ideas as a member of the Executive Committee of the Fairfield/Westchester Chapter of the Society for Information Management.

    An intrepid international athlete, Hunter is an ardent yacht racer, a world-class skier, and an extreme fitness guru. Hunter is passionate about ocean and mountain adventures and spending time with his sons, Chase and Brice.

    Hunter earned a Bachelor of Science in the Babson College School of Management.

  • Dave Shanley
    VP of Product Marketing
    Jama Software

    Dave leads the Product Marketing team at Jama. He and his team are passionate about go-to-market strategies and maximizing the customer value of the solutions built and delivered. Prior to joining Jama, Dave was CEO and co-founder of the Portland-based Notion, acquired by Jama in 2018. Previously, he was CTO and founder of CrowdCompass, which was acquired by Cvent. Dave brings over 18 years of experience in enterprise B2B software across a variety of verticals and high-growth startups.

  • Ed Soo Hoo
    Data Center Evangelist
    Lenovo

    Ed Soo Hoo is a Lenovo's Data Center evangelist and a change agent, catalyst, & asymmetric thinker who crosses the intellectual and practical boundaries of business and technology. Ed has more than 25 years of experience in High Tech including roles at Lenovo, Oracle, HP, and Unisys all focused on helping accelerate customers time to value.

  • Stephen Spagnuolo
    NA Digital Security & Risk
    Stanton Chase

    Stephen Spagnuolo is a Director in the Baltimore office and leads cyber, digital security, risk focus areas, and client engagements. He has earned a recognized track record of delivering leadership talent and corporate development solutions with a principal focus on cyber security and operational risk across technology, financial services, and other industry sectors, ranging from early stage/startup to emerging growth to mid and large global corporates, banks and consultancies. In so doing, he leverages his deep and extensive network, particularly across the U.S. National Security and Wall Street communities.

    Prior to Stanton Chase, Stephen launched and led the Digital Security Practice for several boutique executive search firms. Earlier he was with Russell Reynolds Associates in New York, as a member of the Global Banking & Markets Practice and then Co-Founder/Head of the Americas for Sheffield Haworth, a London-based global financial services recruitment firm, where in just a few years’ time, the platform and team he established and built earned ‘firm of choice’ recognition amongst their US based Tier 1 bank and corporate clients.

    He currently serves as a cybersecurity expert and the on-call cyber security headhunter with RANE (Risk Assistance Network + Exchange), and he is frequently engaged as a moderator and guest panelist on cyber security talent leadership, recruitment, and development for various executive leadership summits and forums, including Security Innovation Network (SINET) and HMG Strategy CIO & CISO Summits, the latter of which he co-established and built as an adjunct to HMG CIO.

    A graduate of the U.S. Naval Academy, Stephen served with distinction as a US Marine Corps infantry officer, having deployed to multiple overseas contingencies.

  • Patrick Steele
    Chair, CIO Advisory Board
    Blumberg Capital

    Patrick Steele retired at the end of 2014 as the Executive Vice President and CIO for Delta Dental of California and a member of the Senior Executive Management Team. Delta Dental is a $9 billion enterprise and one of the largest dental benefit administrators in the nation.

    Mr. Steele currently chairs a CIO Advisory Board for Blumberg Capital, an early stage venture firm, and is active in the evaluation of new companies for the firm to invest in.

    Mr. Steele has 47 years of experience in healthcare, insurance, corporate retail, wholesale, supply chain, merchandising, information technology (IT), dot.com profit & loss, and worldwide retail exchange functions.

    Prior to joining Delta Dental, he was involved in consulting and business development, and was active in establishing several technology companies that serve the retail sector.

    As a former member of the executive management team for a $37 billion retailer, Mr. Steele led numerous strategic projects, inclusive of both large and small mergers and acquisitions.

    Mr. Steele sits on the Advisory Board for a Venture Capital firm and is active in the evaluation of new companies for the firm to invest in.

    Mr. Steele is also a Board Member of Dignity Health, a large multi-state healthcare delivery company based in San Francisco.

    Mr. Steele holds a BA in Business Administration and a BS in Mathematics, both from the University in Washington.

    He has been active in numerous civic organizations.

  • Guy Tallent
    VP, Digital & Industry Strategy
    Kyndryl

    Guy Tallent is currently the VP of Product and Community Development at Sitehands, a global IT Field Services Marketplace for the largest Financial Institutions and Fortune 500 companies. At Sitehands, Tallent provides the executive and strategic leadership needed to design, build and drive end-to-end success of next the generation of field service products and platform features. He is also responsible for all community development initiatives, including Sitehands' global ecosystem of customers and partners. Prior to joining Sitehands, Tallent was Managing Director of Business Innovation & Professional Services for Verizon Enterprise Solutions.  In this capacity, he lead a team of Executive Consultants focused on driving the acceleration and success of digital transformation initiatives underway with enterprise clients.

    Tallent has more than 20 years of experience in business management, digital transformation, technology systems deployment and applications development.  Prior to joining Verizon in 2010, Tallent was a vice president at Science Applications International Corporation (SAIC) and led its commercial business security consulting practice.  Before joining SAIC in 2007, he was co-founder and general manager of Strategic Identity Group, LLC, a consulting company providing services to the financial, biopharmaceutical, health care, and US federal industries.  He was instrumental in the creation of the Secure Access for Everyone (SAFE) global identity management standard for the biopharmaceutical industry and served as the SAFE initiative’s program director during its development phase.  He also played a key role in forming a similar initiative for the financial services sector and was the founding chief executive officer of Identrust, Inc.  Tallent also previously held executive positions at Chase Manhattan Bank, Bankers Trust and First Tennessee Bank.

    Tallent holds a bachelor’s degree in business administration, summa cum laude, from the University of Memphis and a master’s degree with honors in finance from the University of Chicago Graduate School of Business.

  • Bruce Taragin
    Managing Director
    Blumberg Capital

    Bruce is a managing director at Blumberg Capital with more than 25 years experience as a venture capital investor, entrepreneur, technology investment banker and corporate attorney. Prior to joining Blumberg Capital, Bruce co-founded and held several senior management positions within technology companies including Charles River Computers. Bruce also structured and managed earlystage technology transactions at Hambrecht & Quist, Mayer Brown & Platt and Bankers Trust Company. A native of New York, Bruce earned his B.A. in finance and communications, cum laude, from Yeshiva University, and his MBA and J.D. from Fordham University. Bruce serves as a member or observer on the board of directors of Appboy, Arcadia Data, BioCatch, Coverhound, Mariana, Medigate, Nexla, Revionics, SAM Seamless Network, Sealights, Solomoto and WorkJam. He also serves on the board and the investment monitoring committee of the Jewish Community Foundation of Northern California.

     

  • Luis Valdich
    Managing Director, Venture Investing
    Citi Ventures

    Luis Valdich joined Citi Ventures in 2015 as a Managing Director responsible for its New York office and investing activities in the US east of the Rockies and Europe/Israel.  Luis embraces Citi Ventures’ “best of both worlds” corporate venturing model of combining value-added strategic investing with venture capital best practices by investing in high potential startups and driving engagement with Citi executives and clients. Luis invests primarily in FinTech broadly defined and his portfolio includes Clarity Money (acquired by Goldman), HighRadius, PPRO (pending regulatory approval), ScaleFactor, Contguard, SmartAsset, and two others not announced yet.

    Prior to Citi, Luis founded and ran JPMorgan Chase's Strategic Investments group for nearly 8 years and invested in 30+ companies including 9 exits (5 IPOs: Square, Markit, BATS/DirectEdge, Air Lease Corp, Solid Biosciences; 4 sales: LME, Source ETF, Chi-X Global, clearXchange-now Zelle), and 3 additional unicorns: Tradeweb, Symphony Communications, Avant.

    Previously Luis was a consultant at McKinsey and venture capital principal at Softbank.  Luis received his MBA from Harvard University and BA from Franklin & Marshall College. Luis lives in Ridgewood, NJ, with his wife and kids and loves skiing, tennis, travelling, reading, and celebrating life with bubbles.


  • Sangy Vatsa
    EVP, Global Chief Technology and Digital Officer
    FIS Global

    Mr. Sangy Vatsa is the EVP, Chief Technology and Digital Officer of FIS Global. As a seasoned Chief Information, Technology and Digital Officer with a track record of accelerating growth and maximizing value, Vatsa has delivered such value in progressive leadership roles at Fortune companies like American Express, Ford Motor Company and Comerica Bank. He is currently responsible for digital transformation at FIS Global.

    Prior to joining FIS Global, Vatsa served as Executive Vice President and Chief Information Officer of Comerica Bank. He joined the Bank in 2016 and was responsible for all of digital technology, technology operations, cybersecurity, enterprise data office, business continuity and technology risk management at the Bank. 

    Prior to joining Comerica Bank, Vatsa served as the Chief Information Officer for global customer service, credit, collections and payments issuance at The American Express Company. Since joining American Express in 2006, he served in leadership roles for IT strategy, architecture and innovation, enterprise shared services, global business travel and corporate payments digital capabilities. Prior to American Express, he spent 13 years at Ford Motor Company (and Ford Financial Services) in various progressive leadership, architecture and technology delivery roles.

    Vatsa earned his Master of Business Administration degree from Ross School of Business, University of Michigan.  He also holds a Master of Computer and Information Systems degree and a Bachelor of Electronics and Telecommunications Engineering degree. Vatsa is actively engaged in the industry, both with technology companies and with non-profit companies.

    About FIS Global:

    FIS is a global financial services technology company that offers solutions in three primary segments; Merchant Solutions, Banking Solutions, and Capital Market Solutions. FIS helps businesses and communities by advancing the way the world pays, banks and invests. Annually, it facilitates the movement of roughly $9 trillion by processing about 75 billion transactions in service to more than 20,000 clients and having more than one million merchant locations in over 130 countries.Mr. Sangy Vatsa is the EVP, Chief Technology and Digital Officer of FIS Global. As a seasoned Chief Information, Technology and Digital Officer with a track record of accelerating growth and maximizing value, Vatsa has delivered such value in progressive leadership roles at Fortune companies like American Express, Ford Motor Company and Comerica Bank. He is currently responsible for digital transformation at FIS Global.

    Prior to joining FIS Global, Vatsa served as Executive Vice President and Chief Information Officer of Comerica Bank. He joined the Bank in 2016 and was responsible for all of digital technology, technology operations, cybersecurity, enterprise data office, business continuity and technology risk management at the Bank. 

    Prior to joining Comerica Bank, Vatsa served as the Chief Information Officer for global customer service, credit, collections and payments issuance at The American Express Company. Since joining American Express in 2006, he served in leadership roles for IT strategy, architecture and innovation, enterprise shared services, global business travel and corporate payments digital capabilities. Prior to American Express, he spent 13 years at Ford Motor Company (and Ford Financial Services) in various progressive leadership, architecture and technology delivery roles.

    Vatsa earned his Master of Business Administration degree from Ross School of Business, University of Michigan.  He also holds a Master of Computer and Information Systems degree and a Bachelor of Electronics and Telecommunications Engineering degree. Vatsa is actively engaged in the industry, both with technology companies and with non-profit companies.

    About FIS Global:

    FIS is a global financial services technology company that offers solutions in three primary segments; Merchant Solutions, Banking Solutions, and Capital Market Solutions. FIS helps businesses and communities by advancing the way the world pays, banks and invests. Annually, it facilitates the movement of roughly $9 trillion by processing about 75 billion transactions in service to more than 20,000 clients and having more than one million merchant locations in over 130 countries.

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December 06, 2018, 7:30 AM - 4:30 PM
Grand Hyatt New York


7:30 AM - 8:30 AM        

Registration, Continental Breakfast and Networking

8:30 AM - 8:40 AM  

Welcome and Introduction

Hunter Muller, President and CEO, HMG Strategy
8:40 AM - 8:50 AM HMG Lead, Innovate, Disrupt Tech Talk:  Why the Tech Platform Matters

Hunter Muller, President and CEO, HMG Strategy and Sangy Vatsa, EVP & CIO, Comerica Bank

Fifteen years ago, the Harvard Business Review published what became a highly-controversial article by Nicholas Carr entitled ‘IT Doesn’t Matter’. To help set the stage for the day’s discussions, HMG Strategy President and CEO Hunter Muller and Comerica CIO & EVP Sangy Vatsa will explore why IT is more relevant than ever, why technology executives must focus on the trimodal aspects of leadership – operate, transform, and disrupt - along with other critical trends that are shaping the future path for technology executives.

8:50 AM - 9:30 AM  

EXECUTIVE PANEL: Lead, Reimagine, Reinvent: Driving a High Performing Organization

Stephen Davy, Managing Director/CTO, Societe Generale Corporate and Investment Banking

Tsvi Gal, Managing Director, Morgan Stanley

Sangy Vatsa, EVP & CIO, Comerica Bank

Moderator:  Pat Steele, Chair, CIO Advisory Board, Blumberg Capital

As companies accelerate with digital transformation initiatives, technology executives play a vital role in identifying top opportunities for leveraging technology to create new business models and reimagine the future state of the enterprise. This requires a new way of thinking to identify new market opportunities and how technology can be harnessed to drive innovation. This panel of technology executives will discuss their roles in leading digital transformation strategies along with how they can work with fellow members of the C-suite to ensure successful execution.
9:30 AM - 10:00 AM

Coffee Break, Networking and Meet Our Partners
10:00 AM - 10:40 AM       

EXECUTIVE KEYNOTE: The Four Letter Words of Digital Transformation

Ed Soo Hoo, Data Center Evangelist, Lenovo

Digital transformation is critical today for companies to survive, thrive and innovate. The combination of the perfect storms driving the consumer driven Applications Economy are forcing foundational changes in how IT leadership approaches their business units and their Dev/Ops/Sec/QA teams. Ed Soo Hoo will share how he uses four letter words to identify and drive the transformation changes and tipping points using Lenovo and Intel solutions to help IT leaders engage, empower and enable their communities of developers/IT Ops to be more agile in delivering software faster - which link them more closely to their customers, make their teams more efficient, and better leverage their suppliers and key business partners. 

10:40 AM - 11:10 AM

Coffee Break, Networking and Meet Our Partners
11:10 AM - 11:50 AM

EXECUTIVE PANEL:  Cyber Security in Financial Services: Balancing Agility, Innovation, and Security 

Raj Badhwar, SVP & CISO, Voya Financial

Anthony Dagostino, Global Head Cyber Risk Solutions, Willis Towers Watson

Kevin McCleary, U.S. Secret Service, Criminal Investigative Division/NCFTA

Moderator:  Ondrej Krehel, CEO, LIFARS

Competitive advantage requires agility and innovation. At the same time data, assets, intellectual capital must be protected. This panel will focus on how to foster innovation and leverage security as a competitive advantage, providing strategies that can be quickly implemented to achieve the overall goal of secure innovation.

11:50 AM - 12:50 PM 

Lunch
12:50 PM - 1:20 PM 

EXECUTIVE PANEL:  Beyond Leadership – What Makes a Financial Services Technology Executive Successful

Renee Arrington, SVP, Pearson Partners International Inc.

Chuck Gray, Consultant, Egon Zehnder

Stephen Spagnuolo, Managing Director, Digital Security & Risk, Quantum Search Partners.

Moderator: Hunter Muller, President and CEO, HMG Strategy

Today’s financial services technology executive plays a pivotal role in helping his or her organization respond to the forces of change to become a digital enterprise. In essence, they serve as conductors to orchestrate the three pillars of organizational success – people, processes, and technology – and to draw upon their unique view of the enterprise to bring these elements into harmony. What are the skills and steps necessary to lead a successful digital transformation, develop collaboration with the C-suite and board, and fine-tune your personal brand to empower your career ascent?

This panel of top technology search executives will share valuable advice on what key attributes and strategies, beyond leadership, are making some technology executives more successful than others.
1:20 PM - 1:50 PM

EXECUTIVE INTERVIEW: Communications and Collaboration

Harry Moseley, CIO, Zoom

Interviewed by Hunter Muller, President and CEO, HMG Strategy

Today’s high growth companies are changing the way they communicate, collaborate and get work done. Join this exclusive interview to understand why companies are throwing out traditional video conferencing services and adopting Zoom, the fastest growing app for enterprise. Harry will share his views on the future of work, video communications, team collaboration, office design, and how AI will be adopted to make meeting over video even better than meeting in person. Harry will also discuss Zoom's unique company culture of caring, building trust, and focusing on customer happiness and how this drives innovation and speed.

1:50 PM - 2:20 PM

Coffee Break, Networking and Meet Our Partners

2:20 PM - 3:00 PM 

EXECUTIVE PANEL: New Technologies - Driving Big Opportunities and a Competitive Edge

Tom Golway, Chief Technologist - Financial Services, Hewlett Packard Enterprise

Dave Shanley, VP of Product Marketing, Jama Software

Bruce Taragin, Managing Director, Blumberg Capital

Luis Valdich, Managing Director, Venture Investing, Citi Ventures

Moderator:  Ajoy Kumar, Head of IT Risk Analysis and Reporting, The Depository Trust & Clearing Corporation

As a corporate mantra, the innovative retail giant Amazon promotes a “Day 1” philosophy which means to always have a start-up mentality and be focused on the customer.  This way of thinking drives innovation and technology implementations that quickly create new, positive, frictionless customer experiences that result in increased revenue.  This panel of executives will discuss advancements in financial services technologies that are driving a competitive edge and speed to market to lay the foundation for their new digital roadmap.

3:00 PM - 3:10 PM  

Transition Break

3:10 PM - 3:50 PM  

EXECUTIVE PANEL:  Digital Disruption: Driving Speed to Market through Financial Services Technology and Innovation

Marianne Bachynski, COO Capital Market Operations, FIS

Howard Bruck, President & CEO, Farm Credit Financial Partners, Inc.

Dustin Goodwin, CIO, Icahn Enterprises

Swamy Kocherlakota, Global CIO, S&P Global

Guy Tallent, VP Product & Community Development, Sitehands

Moderator:  Hunter Muller, President and CEO, HMG Strategy

Progressive companies are leveraging financial services digital technology advancements to drive innovation and to create new business value.  For many, it’s about creating frictionless customer experiences. For others, the focus is on monetizing the data and revolutionizing processes. This panel will discuss driving speed to market through financial services technology and innovation.

3:50 PM - 4:30 PM  

Raffle Prizes and Executive Networking Reception

Presenting Partners

  • Lenovo

    Lenovo (HKSE: 992) (ADR: LNVGY) is a US$45 billion Fortune 500 company and a global technology leader in driving Intelligent Transformation through smart devices and infrastructure that create the best user experience. Lenovo manufactures one of the world’s widest portfolio of connected products, including smartphones (Motorola), tablets, PCs (ThinkPad, Yoga, Lenovo Legion) and workstations as well as AR/VR devices and smart home/office solutions. Lenovo’s data center solutions (ThinkSystem, ThinkAgile) are creating the capacity and computing power for the connections that are changing business and society. Lenovo works to inspire the different in everyone and build a smarter future where everyone thrives. | Nutanix makes datacenter infrastructure and clouds invisible, elevating IT to focus on the applications and services that power the business. The company’s Enterprise Cloud OS software converges private, public and distributed clouds, bringing one-click simplicity to infrastructure and application management. Nutanix Enterprise Cloud solutions integrate virtualization, storage, networking and security to power any application, at any scale – and are delivered as turnkey hyper converged infrastructure (HCI) appliances, software for popular server platforms, and innovative Xi Cloud Services.

    http://www.lenovo.com/

Platinum Partners

  • Jama Software

    Jama Software brings innovative analytics, solutions and insights to companies creating complex products and mission-critical software systems. With expanded product and service capabilities, the Jama Product Development Platform empowers large enterprises to accelerate development time, mitigate risk, slash complexity and verify regulatory compliance. Representing the forefront of modern development, its rapidly growing customer base of more than 600 organizations — including SpaceX, NASA, Thales and Caterpillar — use Jama Software to streamline processes and bring complex products to market. Through Predictive Product Development, Jama equips its customers to make the most of their revenue potential and achieve ongoing competitive advantages.

    https://www.jamasoftware.com/
  • Zoom

    Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, conference, huddle, and training rooms, as well as executive offices and classrooms. Founded in 2011, Zoom helps businesses and organizations bring their teams together in a frictionless environment to get more done.

    https://zoom.us

Gold Partners

  • Celonis

    Celonis is the global leader in Process Mining, a breakthrough big-data analytics approach designed to optimize business processes and save valuable time and money. Our technology visually reconstructs your existing IT system data in real-time to provide total transparency, and leverages the latest machine learning algorithms to make proactive recommendations for process improvement. Our customers have cut operational process costs by up to 50%, eliminated costly bottlenecks, reduced throughput times, and empowered their staff to make the right decisions, consistently.

    https://www.celonis.com/
  • Neudesic

    Neudesic is the trusted technology partner in business innovation, delivering impactful business results to clients through digital modernization and evolution. Our consultants bring business and technology expertise together, offering a wide range of cloud and data-driven solutions, including: custom application development, comprehensive managed services, and business software products. Founded in 2002, Neudesic is a privately held company headquartered in Irvine, California, and is celebrating its 15th Anniversary in 2017.

    https://www.neudesic.com
  • Pure Storage

    Pure Storage helps customers build a better world with data. The Pure Storage Data Platform, powered by all-flash storage, offers a simpler, more effective, and more flexible solution for cloud infrastructure and data-rich applications like artificial intelligence, machine learning and big data analytics. With Satmetrix-certified NPS performance in the top 1% of B2B companies, Pure has an ever-expanding range of customers who are some of the happiest in the world.

    https://www.purestorage.com
  • The Judge Group

    The Judge Group, celebrating 50 years of service, is a leading professional services firm specializing in Technology Consulting, Learning, and Staffing Solutions. Judge’s applications and infrastructure services include support for Agile / DevOps transformations and disruptive technologies such as A.I. & machine learning, big data, robotic process automation, blockchain, and cybersecurity. Judge’s workforce consists of more than 9,000 professionals strong delivered through its national and international footprint of 30+ offices in the U.S., Canada, and India. Judge is the 12th largest IT staffing firm in the U.S. as ranked by Staffing Industry Analysts and has consistently been recognized among the top 2% of industry leaders for client and talent satisfaction.

    www.judge.com

Strategic Partners

  • Egon Zehnder

    Egon Zehnder was founded in 1964 with a distinctive vision and structure aimed at achieving two basic goals - to place our clients' interests first and to lead our profession in creating value for our clients through the assessment and recruitment of top-level management resources. The most fundamental expression of our client-first vision resides in our structure, which is unique to our profession. Our 390 consultants, operating from 63 wholly owned offices in 37 countries, are organized around a single-profit center partnership. This is designed to eliminate competitive barriers between our offices. It allows us to operate seamlessly when engagements call for us to mobilize across many offices in a country or a region. Large or small, local or global, our clients benefit from our structure by having access to our most relevant resources and relationships wherever they may reside. Underpinning this unique structure is our private ownership. We have chosen to operate our firm independent of any outside interests and are motivated solely by a desire to exceed our clients' expectations.

    http://www.egonzehnder.com
  • Heidrick & Struggles

    Heidrick & Struggles actively solves business problems for our clients every day. Through our Leadership Advisory framework, we help companies attract, develop and retain the world’s most talented individuals. For almost 60 years, we have focused on quality service and built strong leadership teams through our relationships with clients and individuals worldwide. Today, Heidrick & Struggles leadership experts operate from principal business centers in North America, Latin America, Europe, the Middle East, Africa and Asia Pacific.

    http://www.heidrick.com
  • Korn Ferry

    At Korn Ferry, we design, build, attract and ignite talent. Since our inception, clients have trusted us to help recruit world-class leadership. Today, we are a single source for leadership and talent consulting services to empower businesses and leaders to reach their goals. Through our vision, research and tools across 80 offices and 3,700 employees, we convert potential into greatness. Our solutions range from executive recruitment and leadership development programs, to enterprise learning, succession planning, and recruitment process outsourcing (RPO). Organizations around the world trust Korn Ferry to manage their talent – a responsibility we meet every day with passion, expertise, integrity and results.

    https://www.kornferry.com
  • Russell Reynolds Associates

    Russell Reynolds Associates is a premier provider of senior-level executive search and assessment, serving clients globally for 40 years. We advise our clients on recruiting and retaining outstanding and impactful leaders, and help them mitigate the risks associated with senior level appointments. We are a private firm with 39 offices across North and South America, Europe and Asia/Pacific, covering all major business regions including Africa, Eastern Europe and Russia, the Middle East and the South Pacific. We leverage our collective expertise to identify and assess leaders who can support the growth and success of our client organizations. Our 300 experienced consultants are supported by a global research network We complete more than 2,000 assignments annually, across a broad range of industries and functional roles.

    http://www.russellreynolds.com
  • Spencer Stuart

    Founded in 1956 and privately owned, Spencer Stuart is one of the world's leading executive search consulting firms. We are the advisor of choice among top companies seeking guidance and counsel on senior leadership needs. We have unrivalled access to leading executives around the world. Our clients range across industries, from the world's largest companies to medium-sized businesses and entrepreneurial start-ups. We operate out of 51 offices in 27 countries. Last year we conducted more than 4,000 assignments around the world. Our team of more than 300 consultants possesses a unique blend of professional search experience and industry expertise. Consultants are organized in practices and work in teams, often across international boundaries that maximize sector specialization and knowledge-sharing. These client service teams are supported by first-rate associates and researchers, and backed by state-of-the-art technology. We place quality at the center of everything we do and solicit candid feedback at every opportunity in order to continually improve our service to clients. We channel our knowledge and expertise into a wide range of publications for the benefit of existing and prospective clients.

    https://www.spencerstuart.com

Alliance Partners

  • Amplify Partners

    Amplify Partners, an early-stage venture capital firm committed to redefining IT infrastructure, invests in technical entrepreneurs pursuing the multi-hundred-billion dollar Infrastructure 2.0 disruption. Amplify helps talented founders build valuable businesses by investing the right amount of early-stage capital and providing active company-building assistance. Amplify offers the unique combination of deep domain expertise, early-stage focus and a network of Venture AmplifiersTM to improve outcomes for infrastructure entrepreneurs.

    http://www.amplifypartners.com
  • Glynn Capital

    Glynn Capital is focused on investments in leading private and public technology growth companies. We seek to be long-term investors in a limited number of excellent companies with world-class management teams, sustainable business models, and long-term growth potential.

    http://www.glynncapital.com/
  • Greylock Partners

    Greylock Partners backs entrepreneurs who are building disruptive, market-transforming consumer and enterprise software companies. We invest in companies that define new markets, including Airbnb, AppDynamics, Cloudera, Docker, Dropbox, Facebook (Nasdaq: FB), LinkedIn (NYSE: LNKD), Medium, Nextdoor, Palo Alto Networks (NYSE: PANW) and Workday (NYSE: WDAY).

    http://www.greylock.com
  • Lightspeed Venture Partners

    Lightspeed Ventures is a global VC firm headquartered in Silicon Valley, with offices in India, Israel, and China. With over $7 billion under management, Lightspeed invests in both enterprise and consumer tech startups from early-stage to late-stage. With over 300 active startups in the portfolio, Lightspeed has invested in companies like Brocade, Informatica, Nutanix, AppDynamics, Mulesoft, zScaler, etc. Lightspeed has also created a CIO Innovation Advisory Network to connect forward-thinking IT leaders with Silicon Valley.

    http://lsvp.com
  • Sequoia Capital

    Sequoia is a venture firm with a 40+ year track record of partnering with daring entrepreneurs. Founded in 1972, we’ve been early business partners with many of technology’s biggest companies (Apple, Google, Oracle, Cisco, and more) along with many emerging leaders (WhatsApp, Palo Alto Networks, ServiceNow, FireEye, LinkedIn, Dropbox, Airbnb, etc).

    https://www.sequoiacap.com

Grand Hyatt New York

109 E 42nd Street
New York, NY

 

The CIO Executive Leadership Summit is created for CIOs/IT leaders. It also has strong appeal to leaders interested in better positioning their organizations and themselves for what's ahead in business and to achieve the greatest benefits through the use of information technology. 

To ensure a high quality environment and to maximize the networking experience, all attendees must be:

  • Employed C-Level executives (non-vendor) or equivalent, CIOs, Direct Reports of CIOs, or Senior Most IT Professional in an organization with $200M or greater revenue, or from not-for-profit or government organizations with comparable size

- OR - 

  • Full time academicians

If you meet the criteria above, there is no fee to attend.

All registration requests will be reviewed and approved based upon above stated criteria.

* Sales/marketing individuals or consultants from non-sponsoring vendor organizations are not permitted.

Special Needs - We fully support the Americans with Disabilities Act. If you require special assistance of any kind, please call us at (203) 221-2702 or email us at registrar@hmgstrategy.com.



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For more information contact us:

(203) 221-2702
info@hmgstrategy.com

The Strongest Executive Leadership Network

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