Cory Albert leads Product Development for Bloomberg's Real-Time Technology and Cloud; including Bloomberg's flagship market data feed B-PIPE. Hired in 2002, Cory has held numerous positions at Bloomberg across disciplines such as software engineering, product management, business development, and strategic partnerships. Prior to joining Bloomberg LP, Cory worked at the Securities Industry Automation Corporation concentrating on system refactoring for mission critical NYSE products.
Cory holds a B.S. in Industrial and Management Engineering from Rensselaer Polytechnic Institute and a M.S. in Software Engineering from Southern Methodist University.
Helen Altshuler is a senior Engineering Leader with experience as an Executive Director/Head of Technology at JP Morgan, and the CTO at PeerIQ, a marketplace lending analytics startup. She currently works at Google leading cloud programs for Developer Products, and is a Board Advisor at SafeChain, a fintech startup transforming the title insurance space with blockchain technology. With 20 years of software engineering, CTO and IT leadership experience, Helen has unique expertise in growing talented and efficient tech teams, building SaaS products from inception to selling to banks and hedge funds, and scaling and leading large software systems and organizations. She is a trusted startup advisor, tech guest speaker, advisory board member at Pace University School of CSIS, Girls Who Code instructor, and hackathon mentor and judge. She is passionate about developing a diverse tech pipeline, and was recognized among 10 engineering leaders closing the gender gap in NYC by Built in NYC.
Sebastien is a co-founder and Chief Technology Officer of Pluribus Labs, a financial services firm whose genesis was to apply data science to unstructured datasets (such as social media data, corporate filing and earnings calls) to create actionable investment signals. Pluribus Labs was acquired two years later by Golden Gate Capital and is now an asset manager focusing on the application of data science as part of its product creation.
Sebastien is a former member of the Google Cloud Advisory Board, the goal of which is to discuss, provide feedback on Google’s cloud offering and help with product roadmaps. He is also a technical advisor to multiple companies of different sizes, maturity and industries (from start-ups to established Fortune 500).
Prior to founding Pluribus Labs, Sebastien was Vice President of Global Trading Research for Nomura Securities which then acquired Instinet in 2006. Before his tenure at Nomura Securities, he was a software architect for Moody’s KMV (now Moody’s Analytics).
Sebastien holds a degree in Electrical Engineering and Computer Science from Institut Universitaire de Technologie de Montpellier (France).
Rachana is global talent lead for Bloomberg LP's engineering (tech) division, focusing on organizational culture and leadership development for 5,000 software and infrastructure engineers. At Bloomberg she also reports headline news daily for Bloomberg News Radio.
Rachana is founder of The Corner of the Court Project, a program for women to publicly share success stories of their careers and the impact of male allies. The program's mission is to encourage men to play a positive role as gender partners in the workplace, by leveraging their natural relationships and abilities to support women's advancement.
Rachana has 18 years of experience in leadership consulting; prior to Bloomberg she spent 14 years as a consultant with Accenture, leading the capability of the Austria/Switzerland/Germany change management practice.
Rachana graduated with high distinction from the University of Virginia and holds a master's degree from Columbia.
Daniel Caporaletti is a product manager in charge of real time derivatives feeds at Bloomberg.
Prior to this position, Mr Caporaletti has been responsible for the development of equity derivatives and convertible bonds pricing and risk applications, regulatory solutions, newsfeeds and news analytics in Bloomberg.
Before joining Bloomberg, he worked as derivatives structurer at Banca Nazionale del Lavoro UK, BNP Paribas Group, where he supervised the origination of cross asset derivatives and structured notes. Daniel holds an MSc in Economics and Finance from Marche Polytechnic University, Italy
David oversees product development for Bloomberg’s solutions for risk management, entity analysis and reference data. He joined Bloomberg in 2017, and has more than 25 years of experience working in progressively senior roles in risk management and valuation.
Prior to joining Bloomberg, David was the Chief Risk Officer at Avenue Capital Group, where he led the development of the risk management strategy, including credit, market, liquidity, counterparty, operational and Environmental, Social and Governance (ESG) risk for an $11bn+ global fund family, and co-led the Managed Funds Association’s Chief Risk Officer Forum. Previously, he built and led independent valuation of proprietary and flow trading for Deutsche Bank AG in New York.
David holds a Bachelor of Arts in Mathematics in Management from the University of Rochester, and a Masters of Business Administration from the William E. Simon Graduate School of Business Administration, also at the University of Rochester.
Gerard Francis is the Global Head of Bloomberg’s Enterprise Solutions business, which provides data, technology and services that meet the enterprise needs of financial institutions. This division includes Pricing and Liquidity, Real Time Data, Technology Platforms, Data Feeds, Client Reference Data and Know Your Customer. Based in New York, Mr. Francis is responsible for running all aspects of the business, including product development, commercials, sales, implementation and support.
Mr. Francis brings more than 20 years of experience in financial technology and data management, much of which has been spent at Bloomberg LP. Prior to this role, he was Chief of Staff to Tom Secunda, co-founder of Bloomberg LP, Global Head of Emerging Markets and Head of Asia Pacific for Bloomberg. Mr. Francis has a Masters of Economics and Bachelors of Engineering in Computer Science from Birla Institute of Technology and Science. He is a graduate of Loyola, Jamshedpur.
Ben Hoffstein is currently the Co-Chief Technology Officer at Balyasny Asset Management. He leads the firm’s Global Infrastructure, Risk Technology, and Global Macro front office development teams. Prior to joining Balyasny, Ben was the Chief Technology Officer at Pine River Capital Management. Ben has over 20 years of experience working in the technology field and has spent the past 14 years building trading, research, and risk systems for buy-side asset managers. Ben earned a Bachelor of Science in Finance and Information Systems Cum Laude from the New York University, Stern School of Business.
Meghan Holohan is the head of Enterprise Data Sales for the Americas. As the regional head, she is responsible for leading a group of 80 New York, San Francisco and Sao Paulo based sales reps selling Bloomberg’s best in class global data sets to banks, broker-dealers, asset managers and hedge funds. Her product focus spans reference, pricing, regulatory and real-time data. She is skilled at helping clients acquire, organize, and move data across organizations.
Previously, she oversaw the Enterprise Relationship Management (ERM) team within Bloomberg. As the ERM sales manager, Meghan led a group of 60 sales representatives responsible for partnering with existing clients to maximize the value they get from the Bloomberg Terminal and to identify new areas to grow the relationship.
Over the course of 16 years with Bloomberg, Meghan has held numerous client-facing roles, serving customers across several major financial firms, including Bank of America, Goldman Sachs and Fidelity. She holds both a Bachelor and a Master of Arts from Rider University, where she received a full athletic scholarship to play Division I women’s basketball.
Meghan belongs to the Women’s Bond Club, and in 2013, was named to the club’s Rising Star Honor Roll. Outside of her professional life, Meghan is a member of the Rider Women’s Leadership Council, sits on the Mother’s Council of Sanctuary for Families and is a volunteer girls’ basketball coach for Mo’ Motion. She lives on Manhattan’s Upper West Side with her husband and two children.
Don Huff is the Global Head of Event-Driven Feeds Specialists at Bloomberg L.P. He has spent the last 7 years helping to build the Enterprise Business as a Content Specialist, Technical Account Manager and Sales Manager. Most recently, Don spent the previous 3 years running Technical Sales for North and South America focusing on all real-time products for Bloomberg Enterprise.
Simon Letort is the Chief Digital Officer for the Americas at Societe Generale. The Digital Office defines the digital strategy and focuses on Innovation, Data Science and Digital Transformation (big data, API, cloud, web).
Simon joined Societe Generale in 2001, initially in Equity Capital Markets. In 2003, he moved to NY as Quant for the risk division. In 2005, he joined the Equity Derivatives department as financial engineer. He was appointed head of Equity Product Design in 2007 and head of Cross-Asset Product Design, covering Equity, Rates, FX, CTY and hybrids in 2009. In 2012, Simon moved to Sao Paulo as co-head of the Global Markets division for Brazil. In 2015, he returned to New York as head of Financial Engineering for the Americas. He was named Chief Digital Officer for the Americas in 2017.
Simon holds an MS in financial mathematics from Ecole Centrale Paris.
Gideon Mann is the Head of Data Science at Bloomberg L.P., where he guides the strategic direction for machine learning, natural language processing (NLP) and search across the company. He is part of the leadership team for the Office of the CTO. He served as a founding member of both the Data for Good Exchange (D4GX), an annual conference on data science applications for social good, and the Shift Commission on Work, Workers and Technology. He has also been active in academic research in fact extraction, weakly-supervised learning, and distributed optimization. Recently, he has also been interested in applications of machine learning to problems in software engineering. From 2007 to 2014, he worked at Google Research in New York City, and his team built core machine learning libraries, released the Google Prediction API, and developed Colaboratory. Mann graduated Brown University in 1999 and received a Ph.D. from The Johns Hopkins University in 2006.
Jon is the Chief Data Officer for Goldman Sachs Asset Management Fundamental Equities. Jon has over 17 years of industry experience, including his current board advisory role for Crux Informatics (information management platform for the financial industry). Jon stepped into the position as the group’s first CDO after demonstrating strong return on invested capital metrics in portfolio management through a data driven approach. Integral to this success, he recently served as a board advisor for Kensho Technologies (artificial intelligence for financial services) until the largest acquisition of its kind by S&P Global. He joined the firm in 2013 from Wells Capital Management. Jon earned a BA in Business Administration from the University of St. Thomas in 2000 and an MBA from the University of Chicago in 2008.
Krunal Parikh oversees the Quant Data product within the Bloomberg Enterprise Solutions.
Krunal has over 20 years of combining technology and business ideas to create new products. At Bloomberg, he created the App Portal platform that helps clients distribute their IP on Bloomberg Terminal. Prior to Bloomberg, Krunal was a management consultant advising financial services companies in the areas of product development and distribution.
Krunal has an MBA from Columbia University, and a Masters in Industrial Engineering from LSU.
Varun Pawar is the global head of business strategy and product development for Bloomberg’s Evaluated Pricing Service. This team provides objective and independent valuations, referred to as the BVAL price, for fixed income securities, such as corporate, government, agency, supranational, U.S. Municipal bonds and Securitized products (MBS/ABS). Varun was named to this role in 2015 and is based in New York City.
Varun joined Bloomberg in London in 2007 to oversee product development for Bloomberg's fixed income BVAL pricing service, including valuations for European and Asian government and corporate bonds.
Varun has been instrumental in developing BVAL’s data-driven methodology and price transparency tools so risk and valuation professionals can view and validate how Bloomberg's pricing engine works.
The evaluated pricing business is part of Bloomberg's Enterprise Solutions, a business unit that helps companies integrate people, processes, information and technology for the front office, middle office and operations. Bloomberg Enterprise Solutions partners with institutions to protect and capitalize on data, manage risk, deliver transparency and control costs.
Prior to joining Bloomberg, Varun developed solutions for fixed income markets in multiple roles at Thomson Reuters.
Originally from India, Varun holds a Bachelor’s Degree in Accounting and Finance from Bangalore University and a Master’s Degree in Finance and Portfolio Management from the University of Exeter in the United Kingdom.
Francesco Pontrandolfo is the product manager lead for the Bloomberg Liquidity Offering, LQA. During his 8 years tenure at Bloomberg, he covered different positions within the Portfolio and Risk Analytics and Trading Systems divisions. He holds a Master in Mechanical Engineering from the Politecnico di Bari, Italy. Francesco is a certified FRM.
Naz heads Bloomberg's Enterprise Data Science groups, a position he's held since September 2015. His teams develop the financial models, bespoke AI, Alternative Data and real-time NLP solutions for the financial markets.
Naz came to Bloomberg in 2013 as the global business manager for Bloomberg's derivatives trading tools and analytics. He brought with him extensive experience designing financial models, particularly for derivatives instruments, as the global head of technology for Morgan Stanley's Interest Rate Derivatives Trading Group for more than eight years. He was part of the team that built the risk assessment and mitigation technology the bank needed to calculate market and credit default risk in the wake of the financial crisis. Prior to working for Morgan Stanley, he also served as a senior technologist with ABN AMRO's Market Risk group and began his career at Goldman Sachs. In the early 2000's, Naz started a company called BackChat, which pioneered the first telephony-based, zero training continuous speech voice recognition software. Naz earned his Masters degree in Mathematics, with distinction, from Warwick University in the United Kingdom.
Mr. Rana is the Sector Head and Senior Equity Analyst for Software and IT Services at Bloomberg Intelligence since 2010. He covers large-cap stocks including Microsoft, Oracle, SAP, Salesforce.com, Workday, VMware, Adobe, Shopify, IBM, Accenture, Capgemini, Tata Consultancy Services, Infosys and Cognizant. Mr. Rana has covered the IT and Business Services sector since 2003 and was a Senior Analyst at KeyBanc Capital Markets Inc., prior to Bloomberg. Before that, he was with KeyCorp's risk management division focusing on market risk review for its Capital Markets group. Mr. Rana earned his MBA from SUNY Buffalo and his BS in physics from the University of Delhi.
Matthew Rawlings joined Bloomberg in 2014, and currently leads the Data License business. Prior to joining Bloomberg Matthew was a CTO and Distinguished Engineer, with experience in IB’s, Asset Managers, and Wealth.
Data License delivers content to users for reference data, pricing data, regulatory data, and Open Symbology. Data is delivered using Open Data and Cloud technology.
Matthew led the Management of ISO 20022 Working Group for a decade, and made significant contributions to FpML and FIX. Matthew is a Chartered Engineer.
Carl Reed oversees Data License product development at Bloomberg. He brings more than 20 years of FinTech experience to the Bloomberg team working as a product manager delivering reference data, regulatory data, valuations, OTC and symbology to our clients and partners. In recent years, Reed focused on data, ontology and graph semantics. Reed is formerly a technology managing director of Credit Suisse, serving as the head of data architecture and semantic technology. Prior to joining Credit Suisse, Reed worked at Goldman Sachs for 21 years where he served in a number of senior divisional CTO and technology strategy roles, implementing multiple, innovative technology solutions across the firm. These included large ontology, big data and semantic graph projects that served as foundations for next-generation technology provisioning, operations, billing and surveillance analytics architecture capabilities across the firm.
David Saul is Senior Vice President and Chief Scientist at State Street Corporation, reporting to the Chief Information Officer. In this role, he is responsible for proposing and assessing new advanced technologies for the organization as well as evaluating technologies already in use at State Street and their likely evolution in order to reinforce the organization’s leadership position in financial services.
Mr. Saul previously was Chief Information Security Officer, where he oversaw State Street’s corporate information security program, controls and technology. Prior to that, he managed State Street’s Office of Architecture, where he was responsible for the overall enterprise technology, data and security architecture of the corporation. Mr. Saul joined State Street in 1992 after 15 years with IBM’s Cambridge Scientific Center, where he managed innovations in operating systems virtualization, multiprocessing, networking and personal computers. Mr. Saul serves as a Trustee of the Massachusetts Eye and Ear Infirmary. In 2007 he was honored with a Computerworld Premier 100 IT Leader Award. American Banker named Mr. Saul as one of its Top Innovators of 2013 for his work on data semantics and standards.
Mr. Saul holds Bachelors and Master’s degrees from the Massachusetts Institute of Technology.
In 2010, Ms. Terman co-founded Solstein Capital, LLC with J.C. Torres. At Solstein, she oversees both investment and operations functions and leads the firm as a Managing Member. Previously, Ms. Terman was a Partner with Blum Capital Partners and served on its Investment Committee. For over eight years, she invested in both public and private companies and worked extensively with portfolio companies' management teams and boards on business, financial, and governance initiatives. Prior to Blum Capital, Ms. Terman was a private equity Associate with Behrman Capital. She also worked as an Analyst with both Merrill Lynch and Goldman Sachs. Ms. Terman has a B.A. with Honors and with Distinction from Stanford University and was recognized with the Firestone Medal for Excellence in Research and as Phi Beta Kappa. In addition, she earned an M.B.A. from the Stanford Graduate School of Business, where she was an Arjay Miller Scholar.
Gregory Van Droogenbroeck heads the Enterprise Reference Data Product team overseeing the release and build of data for enterprise customers.
Bloomberg expanded the number of data fields available to Data License clients from 12,000 to approximately 40,000. Enterprise Data now offers a comprehensive collection of instrument, entity and quantitative data sets that can be ingested consistently, easily and efficiently to allow businesses to stay competitive.
Gregory joined Bloomberg in 2014 as a Regulatory Data Product Manager, overseeing the development of regulatory data solutions that assist the client with meeting evolving regulatory requirements. Before Bloomberg, Gregory worked for ING pursuing a career within Financial Markets and Risk Management that brought him from Europe to New York.
Originally from Belgium, Gregory holds master degrees in Applied Physics and Management from the Vrije Universiteit Brussel (VUB).
Peter is Global Head of Financial Services Partner Technology at Amazon Web Services, managing a global solutions architecture team responsible for AWS partners. His experience enabling organizational and technical change within financial services organizations spans over twenty years, and includes leading the Risk Technology department for AIG, and the Credit and Syndicate Trading Technology departments at RBS. Peter has a BS in Computer Science Engineering from Columbia University.
Our businesses are competing in an environment of ever more accessible, disjoint and diverse data that continues to grow at exponential rates. A data driven ecosystem that represents ever more significant business opportunity tempered with increasing ambiguity, risk and expense. We will be discussing evolving data strategies and techniques focused on finding relevant signal and turning it into differentiating business intelligence.
Financial services firms face continuing challenges in reference and regulatory data management which require flexible and dependable solutions. Trustworthy reference and market data are key components for today's investment professionals seeking to gain cost-effective access to market insights and meeting stakeholder requirements. Bloomberg's Data Solutions cover all major asset classes, nearly 13 million active instruments, 4.3 million entities, 34 thousand indices and over 180 exchanges. The breadth of our data solutions has increased significantly in 2018 as we deployed 8 new data categories over Data License such as Supply Chain, ESG, classifications and Fundamentals data.
In this session we will explore how Bloomberg's linked clean and tidy data can be leveraged in front, middle and back-office applications through industry use cases.
The use of AI technology in money management and hedge fund industries is growing exponentially and the competition to unlock the potential of alternative data is fierce.
More and more providers are coming to the market with an expanded and diversified offer: solving the usual challenges of data onboarding, integration and stability is becoming even more demanding.
In this session, Daniel Caporaletti, Krunal Parikh and Ruslan Tepelyan will discuss how the Bloomberg One Data paradigm for alternative data can help solve these challenges.
Topics will include news and social data, NLP driven analytics, real time option analytics for algo consumption, and alternative data accessibility via Rest API.
Hybrid cloud is increasingly becoming the cloud model of choice for legacy enterprises. They are less prone to put their sensitive or mission critical data in public cloud and are choosing a hybrid approach -- they are utilizing private cloud for their core functions and the public cloud for test and development. Clients are also looking at multiple cloud providers to ensure proper back-up and reduce dependency on one particular vendor.
Our panel on which cloud model works well will dive into some of these issues with real life examples from executives that are spear-heading this transition.
It is no secret that capital markets firms have embraced the cloud. More surprising, may be how technology executives are encouraging development far beyond a "lift and shift" strategy. This evolution is creating a new application architecture across the front, middle, and back office; one that is not only more efficient but designed for reliable decision making. Bloomberg's Enterprise Data offerings can serve as the foundation of this transformation.
In this session Cory Albert, Head of Cloud Strategy for Bloomberg Enterprise Data, and progressive technologists from Bloomberg partners and customers, will discuss how integrating data, infrastructure, and software services in the cloud is helping customers make faster decisions with increased confidence.
What does data management technology look like in 10 years, or even 15 years? Helen Altshuler will discuss the future of technology among other key industry trends based on her experience building and managing large scale data and analytics systems at Google, JP Morgan and PeerIQ.