Upcoming Summits

2018 Financial Services CIO Executive Leadership Summit

Register Now for Summit
Stewart Hotel 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
    Senior Vice President
    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 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 approaches each search consultatively. She understands her clients’ cultures and the types of leaders best suited to their business life cycles and challenges. She 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 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. 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 both the YWCA of Fort Worth and Tarrant County and the Fort Worth Westside YMCA.

    Renee is a frequent speaker at the HMG Strategy CIO Summits around the country. She has written a monthly column for CIO Decisions magazine and has 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
    COO Capital Market Operations
    FIS

    Marianne Bachynski was formerly the Chief Operating Officer of North America Wholesale at Rabobank. Previously, Marianne was Managing Director at Citigroup, where she was the Americas Head of Technology for the Securities Funds Services unit of Citi’s Global Transaction Services businesses. While at Citi, she turned around a legacy system conversion project, executed initiatives that created a competitive market advantage and ensured regulatory compliance, and supported an upgrade of global talent.
                                                       
    Prior to Citi, Marianne spent 23 years in Information Technology at Morgan Stanley, supporting buy-side and sell-side businesses. Most recently, she was the Chief Information Officer for Morgan Stanley Investment Management, covering front to back functions globally. Marianne built Investment Management’s technology organization and scalable global technology platform from the ground up, recruiting and managing talent across 12 locations and five countries. She led the integration of five asset management firms onto one global platform, resulting in a single Investment, Operations, and Sales & Marketing platform for Institutional, Retail, Intermediary, Alternatives, Real Estate, and Private Equity clients. Prior to Investment Management, Marianne supported Institutional Equities, Investment Banking, Private Wealth Management, and various back office business units on the sell side of Morgan Stanley.
     
    Marianne received a BA in Biology and Economics from Queens’ University, Kingston, Ontario Canada. She sat on the board of trustees for the Morgan Stanley Foundation from 2003 – 2008.

  • 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
    President & CEO
    Farm Credit Financial Partners, 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
    Managing Director/CTO
    Societe Generale Corporate and Investment Banking

    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
    Managing Director
    Morgan Stanley

    Tsvi Gal is a Managing Director at Morgan Stanley where he leads 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.

  • Dustin Goodwin
    CIO
    Icahn Enterprises

    As Chief Information Officer at Icahn Enterprises, Dustin Goodwin is responsible for leading the delivery of Wall Street-grade mobility, security and support to Icahn’s corporate offices. In addition, he leads IT operations of smaller privately-held Icahn businesses and frequently advises IT leaders within the portfolio on various digital and security initiatives. Among his peer group of CIO’s within the Icahn investment portfolio,  Dustin advocates the adoption of leading edge digital technologies and organizational practices and is constantly in search of new technologies that will provide competitive advantages to the diverse set of industries in which Icahn invests. As required, Dustin consults with the investment team on technology-related opportunities.   Prior to joining Icahn, Dustin served as a director at Royal Bank of Canada; worked for The Blackstone Group, Cisco Systems, and Citigroup; and has consulted independently for many Wall Street firms.

  • Chuck Gray
    Consultant
    Egon Zehnder

    Chuck is a Consultant 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.

  • John Iannarelli
    Former FBI Special Agent and Senior Executive Advisor
    FBI

    John G. Iannarelli recently retired from the FBI after more than 20 years of service, during which he was a member of the SWAT Team and participated in the investigations of the Oklahoma City Bombing, the 9/11 attack, and the Congresswoman Gabriel Giffords shooting.  John previously served at FBI Headquarters as their national spokesperson and on the Cyber Division Executive staff.  In Phoenix, John was the Cyber squad supervisor before promotion to Assistant Special Agent in Charge, the number two position overseeing all Criminal, Cyber, and Counter Intelligence investigations throughout Arizona.  John has been awarded an Honorary Doctorate of Computer Science for his contributions to the field of cyber investigations.

    John is the author of several other books, to include Why Teens Fail and What to Fix, a parents’ guide to protecting their children from Internet predators and other dangers, and Information Governance Security, how businesses can protect their sensitive data from loss or compromise.  His recently released How to Stop A Terrorist, is a guide for the average person to recognize and help prevent terrorism. John is a highly sought after speaker and has presented to Fortune 500 companies, domestic and international audiences, the United Nations, and the Vatican where he met personally with Pope Francis to discuss the evolution of cyber crime.

    A former San Diego Police Officer and a graduate of the University of San Diego School of Law, to include studies of international criminal and civil law at Oxford, England, John is also an attorney admitted to the practice of law in California, Maryland and the District of Columbia. He is currently a private consultant, whose clients have included the both the FBI and a national professional sports league.

  • 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
    Head of IT Risk Analysis and Reporting
    The Depository Trust & Clearing Corporation

  • Harry Moseley
    CIO
    Zoom

    Harry D. Moseley brings 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 has been 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
    President & CEO
    HMG Strategy

    Hunter Muller is a transformative CEO at HMG Strategy, LLC, the strongest executive leadership network. Drawing on more than 25 years of experience in consulting with IT executive leaders, Hunter is a multi-title book author and a frequent industry speaker on transformational leadership and innovation. His concepts are used worldwide to improve executive performance, enhance collaboration, elevate the role of IT, and align strategy across the enterprise.

    Through years of research and experience, Hunter has published four books: “The Transformational CIO” (John Wiley & Sons, 2011), “On Top of The Cloud” (John Wiley & Sons, 2012), “Leading the Epic Revolution” (John Wiley & Sons, 2013), and “The Big Shift in IT Leadership” (John Wiley & Sons, 2015).

    HMG Strategy assists C-level executives in becoming transformational leaders. HMG Strategy hosts networking summits and provides services that are focused around innovative IT leadership, management, and technology support to CIOs and senior IT executives. HMG Strategy is "The Strongest Executive Leadership Network" with an international association of more than 300,000 global CIOs/senior IT executives, industry experts, and world-class thought leaders.

    Hunter and HMG Strategy support a variety of IT-related charities, and Hunter is a member of the Executive Committee of the Fairfield/Westchester Chapter of the Society for Information 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
    Managing Director, Digital Security & Risk
    Quantum Search Partners

     

  • 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.

  • Muddu Sudhakar
    Entrepreneur & Executive

    Muddu Sudhakar is successful Entrepreneur and Executive. Muddu Sudhakar was VP & GM of Big Data, Machine Learning/AI, Security and IoT, Splunk (www.splunk.com).  At Splunk Muddu has been working on applications of AI/Machine learning, Big data platform, Thin & Thick App development platform, Open source technologies, IoT Analytics solutions and Cyber Security products. Before that Muddu was CEO of Caspida (www.caspida.com) and Caspida is leader in next-generation Cyber Security & Threat detection using Machine learning. Muddu and team are instrumental in creating new Cyber security market category called “User Behavioral Analytics (UBA)”. Muddu Sudhakar is a seasoned and successful entrepreneur and executive in the Silicon Valley.  Muddu was VP & GM at VMware (www.vmware.com) and Pivotal (www.pivotal.io) from 2012 to 2014 for Big Data Analytics, Machine learning and Cloud Services. At VMware & Pivotal Muddu had responsibility for wide range of projects Big Data Analytics, Cloud Services, Mobile Security.  Muddu was co-founder and CEO of Cetas (www.cetas.net) which was acquired by VMware in 2012.  At EMC (www.emc.com) Muddu was Chief Strategy Advisor, VP & GM for Cloud Information Services. Muddu work involved Cloud Infrastructure and Cloud Information Services at EMC. Muddu was CEO & Founder of Kazeon from 2003 to 2010 (www.kazeon.com) which was acquired by EMC (www.emc.com) and Kazeon is leader in Enterprise Information Management. Muddu lead Kazeon to be a leader in Information Security, eDiscovery, and Enterprise Search markets. Before Kazeon in 2003, he was Co-founder & President of Sanera Systems, a next-generation SAN technology company. Sanera was started in 1999 and was acquired by McData (Brocade) in 2003.  From 1996 to 2000, Sudhakar was lead architect and designer of CPU and server technology at Silicon Graphics, Inc. 

    Sudhakar holds a PhD and MS in Computer Science from University of California, Los Angeles and a BS in Electronics & Communications Engineering from Indian Institute of Technology, Madras.  He is widely published in industry journals and conference proceedings and has more than 20 patents in Cyber Security, Big data analytics, Machine learning, Analytics, Cloud Services, SaaS Apps, Enterprise Search, Information Management, Distributed systems, Storage technologies, SAN/NAS, Server technologies, Virtualization, Search, Information security, Networking technology and VLSI chip design.

  • 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
    Executive Vice President and Chief Information Officer
    Comerica Bank

    Mr. Sangy Vatsa is Executive Vice President and Chief Information Officer of Comerica Bank. He joined the Bank in 2016 and is responsible for all of technology, information security, enterprise data office and technology risk at the Bank.

    Prior to joining Comerica Bank, Mr. Vatsa served as the Chief Information Officer for global customer service, credit, collections and payments issuance at The American Express Company. He has more than 26 years of experience in information technology. Since joining American Express in 2006, he served in leadership roles for IT Strategy, Architecture and Innovation, Enterprise Shared Services and Delivery, Global Business Travel and Corporate Payments Digital Capabilities. Prior to American Express, he spent 13 years at Ford Motor Company.

    Mr. Vatsa holds a master of business administration degree from Ross School of Business, University of Michigan, a master of computer and information systems degree and a bachelor of electronics and telecommunications engineering degree.  He is active in the industry, both with technology companies and with non-profit companies.

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December 06, 2018, 7:30 AM - 4:30 PM
Stewart Hotel 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

Muddu Sudhakar, Entrepreneur & Executive

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

TBD: ForeScout

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 BRIEFING:  Harry Moseley, CIO, Zoom


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

Dave Shanley, VP of Product Marketing, Jama Software

Bruce Taragin, Managing Director, Blumberg Capital

Luis Valdich
, Managing Director, Venture Investing, Citi Ventures

Additional panelists being confirmed.

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

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 advancements in financial services technologies that are driving speed to market and a competitive edge to lay the foundation for their new digital roadmap.


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.

    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 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 including A.I. & machine learning, big data, robotic process automation, blockchain, and cybersecurity. With over 48 years of experience, Judge employs more than 7,000 professionals through its 35 offices in the US, Canada, India, and China. Judge is the 12th largest IT staffing firm in the US 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 Venture Partners is an early stage venture capital firm focused on accelerating disruptive innovations and trends in the Enterprise and Consumer sectors. For over two decades, the Lightspeed partners have backed and helped build more than 250 companies globally, many of which have become market leaders. Lightspeed’s strategy is to be the first or lead institutional investor in companies with high growth potential in markets capable of supporting the creation of large, valuable enterprises. The Firm currently manages over $4 billion of committed capital and has invested in companies like AppDynamics, DataStax, Fusion-io, MuleSoft, Nest, Nicira.

    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

Stewart Hotel New York

371 7th Ave
New York, NY

Room rate is $417/night. This rate expires on November 5, 2018.

To book a room, please call 1-212-563-1800 and mention the HMG Strategy Room Block. 

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