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Wednesday, November 20
 

8:45am EST

Opening Remarks
Speakers
avatar for Gabriele Columbro

Gabriele Columbro

Executive Director, Fintech Open Source Foundation (FINOS)
Gabriele is an open source executive and technologist at heart. He spent over 15 years building developer ecosystems to deliver value through open source across Europe and the US. He thrives on driving innovation both contributing to open source communities and joining commercial... Read More →


Wednesday November 20, 2019 8:45am - 9:00am EST
Stage # 3 - New World Stages

9:00am EST

Opening Remarks
Speakers
avatar for Alejandra Villagra

Alejandra Villagra

Global Head of Citi Velocity, FINOS Chair, Citi
Alejandra “Ali” Villagra is a Managing Director in the Markets division of Citi, and Head of North American Sales and Global Product Development for Citi Velocity. Since joining Citi in 2001, she has held positions in Investment Grade Debt Origination, Institutional Sales, and... Read More →
avatar for Dov Katz

Dov Katz

Managing Director, FINOS Vice Chair, Morgan Stanley
Dov Katz is a Managing Director and Distinguished Engineer at Morgan Stanley. He has been at the Firm for 18 years, involved in a wide array of technologies ranging from instant messaging, to client facing electronic trading, to web platforms and toolkits, and has most recently been... Read More →


Wednesday November 20, 2019 9:00am - 9:10am EST
Stage # 3 - New World Stages

9:10am EST

Aite - State of OS in Financial Services
Speakers
avatar for Spencer Mindlin

Spencer Mindlin

Analyst, Aite Group
“Spencer Mindlin is an Aite Group analyst focused on capital markets technology, particularly front-office trading technology, execution and order management systems, market data platforms, exchange-traded funds, and emerging financial technology products.   Mr. Mindlin brings... Read More →


Wednesday November 20, 2019 9:10am - 9:25am EST
Stage # 3 - New World Stages

9:25am EST

Fireside Chat & Announcement - Neema Raphael of Goldman Sachs
Keynote / Fireside Chat to discuss a new contribution from Goldman Sachs to FINOS

Speakers
avatar for Neema Raphael

Neema Raphael

Managing Director, Goldman Sachs
Neema is the firm's co-chief data officer and co-head of the Data Intelligence Group in Engineering. He is a member of the Americas Technology Diversity Committee.Previously, Neema was head of Research and Development Engineering, responsible for determining the firm's strategy for... Read More →


Wednesday November 20, 2019 9:25am - 9:35am EST
Stage # 3 - New World Stages

9:35am EST

Keynote Speech
Speakers
avatar for Bjarne Stroustrup

Bjarne Stroustrup

Creator of C++ & Managing Director, Morgan Stanley
Bjarne Stroustrup is the designer and original implementer of C++ as well as the author of The C++ Programming Language (4th Edition) and A Tour of C++ (2nd edition), Programming: Principles and Practice using C++ (2nd Edition), and many popular and academic publications. Dr. Stroustrup... Read More →


Wednesday November 20, 2019 9:35am - 9:45am EST
Stage # 3 - New World Stages

9:45am EST

Coffee Break
Wednesday November 20, 2019 9:45am - 10:05am EST
Stage # 3 - New World Stages

10:05am EST

Running an open source program at scale
Facebook has over 450 public open source projects in its portfolio. With a relatively small open source program office (OSPO), we have worked to make sure we have a clear set of processes, procedures and tools to both help our developers successfully launch and cultivate their own projects, but also help our OSPO manage the entirety of the program itself, from ensuring compliance to managing key metrics and statistics.

This talk showcases those processes and tools we use to help us run an open source program at scale, and we hope to both provide useful ideas for other OSPOs as well as start a conversation around other best practices to run an OSPO, whether big or small.

Speakers
avatar for Kathy Kam

Kathy Kam

Head of Open Source, Facebook
Kathy Kam is the head of Open Source at Facebook, where she leads all the OS strategy and execution for Facebook. In addition, she is a recognized expert in API design where she led design on W3C’s CSS Grid. Prior to Facebook, Kathy was at Google, where she was responsible for the... Read More →


Wednesday November 20, 2019 10:05am - 10:20am EST
Stage # 3 - New World Stages

10:25am EST

Fireside chat with Don Raab, Java Champion and creator of the Eclipse Collections framework
During this fireside chat Gabriele Columbro, Executive Director at FINOS and Don Raab, Managing Director at BNY Mellon and creator of the Eclipse Collections framework will discuss how the project came to be and what it has taken to build a successful open source project and community.

Don spent many years at Goldman Sachs building the framework, originally called Caramel, before open sourcing it first as GS Collections in 2012 and then rebranded as Eclipse Collections in 2015 when it moved to the Eclipse Foundation in order to grow an organic open source Community around it. Don will describe his experience open sourcing a successful Java Collections framework from a financial institution, the discovery that code + internet does not equal success and what contribution to the Eclipse Foundation brought to the project.

Join Don and Gab to learn more about the value of open sourcing and strategies required to generate awareness, promote adoption and gain contributors for an open source project.

Speakers
avatar for Donald Raab

Donald Raab

MD & Global Head of Developer Practices Group, BNY Mellon
Donald (Don) Raab is a Managing Director at BNY Mellon. Don has more than 18 years’ experience as a Software Engineer in the Financial Services industry. He started programming with Java in 1997. Don is a member of the JSR 335 Expert Group (Libraries) and is also the creator of... Read More →


Wednesday November 20, 2019 10:25am - 10:45am EST
Stage # 3 - New World Stages

10:45am EST

Building an Open Source Culture
Russell Green is a Managing Director, and the Global Head of Architecture, at Deutsche Bank AG. He spent time as a software engineer in a number of industries before focusing on software architecture and system design in the Financial sector. His current focus is on ensuring that Deutsche Bank has a well-articulated IT Strategy across all business lines and a supporting technology approach. This includes the impact and adoption of new technology trends to increase the efficiency and reduce the costs of the organisation. Russell is a post doctorate of Imperial College where he studied Physics.


Speakers
avatar for Russell Green

Russell Green

Managing Director, Deutsche Bank


Wednesday November 20, 2019 10:45am - 11:00am EST
Stage # 3 - New World Stages

11:00am EST

Kathy Korevec - GitHub
Speakers
avatar for Kathy Korevec

Kathy Korevec

Senior Director of Product Management, GitHub
Kathy has an engineering background and has always been a maker at heart with a passion for technology. She’s played a critical role in the creation of new products such as Heroku’s developer dashboard and enterprise workflow management systems, and works to make every product... Read More →


Wednesday November 20, 2019 11:00am - 11:15am EST
Stage # 3 - New World Stages

11:15am EST

Santander - Digital Trust
A Proposal for Banks to use and Open Standards Protocol to Verify Identity, Protect Privacy and Build Trust

Speakers
avatar for Roderick Boothby

Roderick Boothby

Global Head of Identity, Santander Digital
At Santander, Rod is the Global Head of Identity. In addition to rolling out new Identity and Access Management systems, Rod is the global lead on the effort to create a broad standard for verifying identity while protecting privacy. Rod was the co-founder and COO of npm, Inc. It... Read More →


Wednesday November 20, 2019 11:15am - 11:25am EST
Stage # 3 - New World Stages

11:25am EST

FINOS Project Lightning Round
Moderators
avatar for Rob Underwood

Rob Underwood

Chief Development Officer, FINOS
Rob Underwood brings to FINOS two decades of experience leading high profile marketing, technology, and strategy initiatives, both for profits and nonprofits, across a diversity of organizational sizes and types, from Fortune 100 technology companies, to educational foundations, to... Read More →

Wednesday November 20, 2019 11:25am - 11:40am EST
Stage # 3 - New World Stages

11:40am EST

Tech:NYC
Speakers
avatar for Julie Samuels

Julie Samuels

Executive Director, Tech:NYC


Wednesday November 20, 2019 11:40am - 11:45am EST
Stage # 3 - New World Stages

11:45am EST

Lunch
Wednesday November 20, 2019 11:45am - 1:00pm EST
TBA

12:15pm EST

Lunch Session: Santander Meetup
Speakers
avatar for Alberto Pulido

Alberto Pulido

Technical Expert, Innovation Hub, Santander
Alberto has 20 years’ experience in IT and his current role is as Technical Expert in Santander UK. He joined Santander in 2010 and moved to UK 5 years ago. Since then, he has been worked on different projects where new technology stack and breaking some rules were allowed. He led... Read More →
avatar for Ildefonso Olmedo

Ildefonso Olmedo

Director of Innovation, Santander UK
Ildefonso is the Director of Innovation at Santander UK and is responsible for Research & Development and proofs of concepts as well as delivering high profile innovation programmes – Apple Pay, OnePay FX, the blockchain-based international payments service to retail customers... Read More →
avatar for Roderick Boothby

Roderick Boothby

Global Head of Identity, Santander Digital
At Santander, Rod is the Global Head of Identity. In addition to rolling out new Identity and Access Management systems, Rod is the global lead on the effort to create a broad standard for verifying identity while protecting privacy. Rod was the co-founder and COO of npm, Inc. It... Read More →


Wednesday November 20, 2019 12:15pm - 12:30pm EST
Stage # 3 - New World Stages

12:15pm EST

Lunch Session: Inclusion Best Practices in Open Source and FinTech
Diversity and inclusion are hot topics across technology, open source and financial services, and justifiably so. Everyone agrees more needs to be done, but what does that actually look like? Attend this session to hear an honest discussion around best practices and lessons learned, from panel members who are on the front lines. Attendees will leave with proven action items and ideas that are tried-and-true, as well as a few actions to avoid. Everyone will leave more informed and in a better position to implement plans and programs.

Speakers
avatar for Keesa Schreane

Keesa Schreane

Director, Risk and ESG Partner Management, Host of Refinitiv Sustainability Perspectives Podcast and Author of Corporations. Compassion. Culture: Leading Your Business Toward Diversity, Equity and Inclusion (Wiley, March 2021), Refinitiv
People should talk to me about: compassionate leadership, social impact metrics, creating social impact corporate programs, successful employee engagement outcomes and metrics.BioSocial Purpose Business Advocate, and Host, Refinitiv Sustainability PerspectivesKeesa Schreane is Global... Read More →


Wednesday November 20, 2019 12:15pm - 12:45pm EST
Stage # 1 - New World Stages

12:15pm EST

Lunch Session: How to use GitHub effectively in your company
Every developer knows GitHub, but how do you bring those powerful tools from the open source community into your company and use them to help change your culture to be more collaborative, to build on and contribute to open source while protecting your organization from security risks, to become an open source enterprise. In this session learn from GitHub Solutions Engineer - Kevin Alwell on practical tips and tricks for using GitHub effectively inside your enterprise and how to deliver higher quality, tested and secure features faster.

Speakers
avatar for Kevin Alwell

Kevin Alwell

Solutions Engineer, GitHub
Kevin is an experienced solutions engineer that has worked with many GitHub Enterprise customers to deliver better, more secure features fast. He brings a wealth of engineering and strategic knowledge from delivering innovative technical solutions at scale for some of the largest... Read More →


Wednesday November 20, 2019 12:15pm - 12:55pm EST
Stage # 5 - New World Stages

1:00pm EST

The C++ Core Guidelines – an open source project
The C++ Core Guidelines is an ambitious project to support use of modern C++. This talk presents to overall philosophy, some specific rules, and some of the library and static analysis support.

Speakers
avatar for Bjarne Stroustrup

Bjarne Stroustrup

Creator of C++ & Managing Director, Morgan Stanley
Bjarne Stroustrup is the designer and original implementer of C++ as well as the author of The C++ Programming Language (4th Edition) and A Tour of C++ (2nd edition), Programming: Principles and Practice using C++ (2nd Edition), and many popular and academic publications. Dr. Stroustrup... Read More →


Wednesday November 20, 2019 1:00pm - 1:25pm EST
Stage # 3 - New World Stages

1:00pm EST

FDC3: Leveraging the Network Effect
The Network Effect has been a key differentiator for creating value in the technology industry. Microservice architectures use this to great effect to establish decoupled services, connected through the HTTP standard for communication. Micro-frontends are applying the same patterns to help componentize our financial desktops, to achieve similar benefits. However, so far how to link applications together to create networks has not been as clear.
 
The FDC3 communication standard for financial desktops aims to establish a community-driven way to link front-end components together. During this talk, we will examine why looking to leverage the network effect for our financial desktops is so important, and how the open FDC3 standard can help us to do this.

Speakers
avatar for Riko Eksteen

Riko Eksteen

Head of Desktop Strategy, Adaptive Financial Consulting
Riko Eksteen is the Head of Desktop Strategy at Adaptive Financial Consulting. An active member of the FINOS Community, Riko has nearly 15 years of experience in technology and financial services with knowledge and skills spanning multiple technologies, front- and back-end systems... Read More →


Wednesday November 20, 2019 1:00pm - 1:25pm EST
Stage # 2 - New World Stages

1:00pm EST

Building an Effective Open Source Program Office - Panel
While every corporate open source program shares the same basic responsibilities, every organization approaches open source transformation differently. This panel brings together leaders from the open source programs of several very different organizations to share their perspectives on running an effective open source program.

Moderators
avatar for Aaron Williamson

Aaron Williamson

Open Source Readiness Lead, FINOS
In addition to managing the Foundation’s legal affairs, Aaron chairs the Foundation’s Open Source Readiness working group, helping members to develop policies that enable productive engagement with open source. Aaron has counseled both commercial software producers and nonprofit... Read More →

Speakers
avatar for Karan Marjara

Karan Marjara

Open Source Process Lead, Fujitsu Network Communications
At Fujitsu Network Communications (FNC), Karan acts as a liaison between Engineering, Legal, Security, and Export teams. He manages the day to day activities of Open Source Governance process, defining/redefining the end-to-end OSS Usage, Awareness and Release Process. He leads a... Read More →
avatar for Murali Kaundinya

Murali Kaundinya

SVP, Group Systems Architect, Technology Division in Enterprise Architecture, Wells Fargo
Murali Kaundinya is a Group Systems Architect with Wells Fargo’s Technology Division in Enterprise Architecture currently overseeing the architecture for three value streams namely CI/CD, Middleware/Platform/Cloud and Site Reliability Engineering respectively. Murali provides leadership... Read More →
avatar for Andrew Aitken

Andrew Aitken

GM and Global Open Source Practice Leader, Wipro Ltd.
Andrew Aitken is the GM and Global Open Source Practice Leader for Wipro Ltd., a premier global systems integrator, and a leading open source strategy consultant. In his 22 years of experience he launched the industry’s first open source strategy consulting firm, Olliance Group... Read More →


Wednesday November 20, 2019 1:00pm - 1:25pm EST
Stage # 5 - New World Stages

1:00pm EST

From laggard to open source power house—a transformative journey to successfully build a strong open source culture
Contributing to open source is finally catching on. It's climbing the Hype Curve, and everyone wants in. Predictably, Open Source Programs Office are springing up like mushrooms after the rain, and so are job offers for people to run them.

And yet, tentatives to join the movement are fraught with desillusion. After an initial honeymoon, the desired outcomes too often fail to materialize. Few employees end up contributing. Communities don't magically coalesce around hastily open sourced internal projects. Hiring pipelines don't overflow with topnotch candidates. And despite what feels like a substantial investment, little value—if any—is captured.

There's a reason for that.

Building a strong open source culture is transformative. And while grassroot support is key, you don't obtain that kind of outcome without a top-down mandate hinged on a solid business strategy. But because we don't get to see the upstream work involved, we often incorrectly assume there isn't any. As a result we confuse visible tactics with the underpinning strategy and end-up launching open source programs offices out of fear of missing out.

In this talk, we'll look at what happened behind the scenes of companies which successfully transformed their culture to morph into open source power houses, and we'll find out how you can do so too.

Speakers
avatar for Tobie Langel

Tobie Langel

Principal, UnlockOpen
Tobie Langel is the founder of UnlockOpen, a boutique consulting firm that helps large organizations build a strong open source culture and leverage it to recruit, retain, and foster top software engineering talent, improve team efficiency and boost innovation. His clients include... Read More →


Wednesday November 20, 2019 1:00pm - 1:25pm EST
Stage # 1 - New World Stages

1:30pm EST

Goldman Sachs Demo of PURE / Alloy
More information about the Goldman Sachs contribution to FINOS will be featured here along with GitLab.

Speakers
avatar for Pierre de Belen

Pierre de Belen

Managing Director, Goldman Sachs
Pierre De Belen is a Managing Director at Goldman Sachs where he leads the Data Model Engineering team, tasked with defining and implementing tools for data specification, transformation and consumption across the firm. He designed and led the implementation of several modeling frameworks... Read More →
avatar for Ashish Kuthiala

Ashish Kuthiala

Senior Director, Strategic Marketing, GitLab
Ashish Kuthiala is the Senior Director for Strategic Marketing at GitLab and leads the product marketing, technical marketing, competitive intelligence, analyst relations, customer references, partner and channel marketing teams at GitLab.Ashish brings more than 20 years of experience... Read More →


Wednesday November 20, 2019 1:30pm - 1:55pm EST
Stage # 3 - New World Stages

1:30pm EST

Open APIs for Payments
The idea of an "API" is second nature in open systems. The push to use open APIs in financial services has caused confusion as many financial institution offer their own proprietary APIs. Afinis is leading the charge in developing Open APIs for financial services with a focus on payments. In addition to the API, Afinis tackles the problem of authorized access to authentic information through its APIs. As part of Nacha, Afinis is able to bring together appropriate stakeholders and manage the rules around APIs as well as the technology. Similar to the mission of FINOS, APIs developed by Afinis can be used by anyone.

Speakers
avatar for George Throckmorton

George Throckmorton

Managing Director, Strategic Initiaties, Nacha
George is responsible for the overall Management of Nacha’s Network Development & Strategic Initiatives group and other Network initiatives. Prior to joining Nacha, served as the America’s Marketing Manager for ACI Worldwide and as Small Business Product Manager for Corillian... Read More →


Wednesday November 20, 2019 1:30pm - 1:55pm EST
Stage # 2 - New World Stages

1:30pm EST

Artificial Intelligence-Powered M&A Audits for Open Source License Compliance
Most software products and services today are based on free and open source software. It is a great catalyst for rapid development and standardization, but if the R&D teams are not properly trained in incorporating open source software components into the products they build, unnecessary risks and costs are introduced.

In an M&A transaction context it is particularly important to know the details of the software you acquire and have full control of its origins and licensing terms. This is typically revealed in an M&A open source audit.

M&A audits should be performed quickly and accurately under the utmost confidentiality, with tools that provide high degrees of accuracy, performance, privacy and automation. In this equation, Artificial Intelligence (AI) is a fundamental component.

In this session the audience is given an update on how AI can dramatically lower costs and reduce risks in the software auditing of an M&A transaction process.

Speakers
avatar for Oskar Swirtun

Oskar Swirtun

CEO, FOSSID AB
Oskar Swirtun is the Founder and CEO of FOSSID AB, a company offering the most innovative and effective open source compliance solution on the market today. Oskar has worked extensively with open source software since 2001, when he introduced Linux and wrote the directive for use... Read More →


Wednesday November 20, 2019 1:30pm - 1:55pm EST
Stage # 5 - New World Stages

1:30pm EST

Building a Community Driven Open Source Program in a Fortune 25 Healthcare Organization
Have you been challenged to establish an Open Source program in a traditional IT organization in a large enterprise? What if the industry is traditionally risk averse? Are you a technology evangelist that tries to make things happen but feel your hands tied? Does open source adoption turn your technology standards into the wild west? Do your engineers feel empowered or confused? Damian Ng, who lead Open Source for Express Scripts, will walk through his journey to build a community driven open source program from ground up.

Speakers
avatar for Damian Ng

Damian Ng

Distinguished Architect, Head of Platform Architecture and Technology, Express Scripts
Damian Ng is Distinguished Architect, Head of Platform Architecture and Technology at Express Scripts; where he leads the architecture practice and oversees enterprise technology strategy for the company. He guides teams to create superior platforms to drive awesome experiences for... Read More →


Wednesday November 20, 2019 1:30pm - 1:55pm EST
Stage # 1 - New World Stages

2:00pm EST

The next frontier: an open source RegTech stack
Both the buy side and sell side make massive investments into regulatory technology (RegTech), and those investments are nearly always divorced from real competitive advantage. This talk makes the argument that RegTech is a strong candidate to become a utility, and to be open sourced. The requirements of the regulators are standardized - so why can’t the solution be? Recent examples of consortia of financial institutions producing technology platforms for MiFID II are a clear step towards an organization like FINOS - in partnership with a select few leaders in the industry - building a full-service, fully open source, RegTech stack. And, through the open core model, that RegTech stack could provide a framework on which proprietary point solutions could be built, with far lower integration risk. This would be transformative in the industry, and would allow financial institutions to focus much more of their tech spend fully onto differentiation.

Speakers
avatar for Mike Stevenson

Mike Stevenson

Principal Engagement Manager, Adaptive Financial Consulting
As a Principal Engagement Manager with Adaptive, Mike looks after a portfolio of complex projects for some of their largest institutional clients. He has successfully delivered real-time trading systems, firmwide regulatory platforms, and desktop strategy solutions – all while leading... Read More →


Wednesday November 20, 2019 2:00pm - 2:25pm EST
Stage # 3 - New World Stages

2:00pm EST

Case Study: Challenges to Supporting Open Data
This talk will give a synopsis of the work Bloomberg L.P. Has done with the Object Management Group in the development and support of the Financial Instrument Identifier (FIGI), the only open data identification framework for financial instruments. Exploring the reasoning on why a for-profit company would invest in, and continue to support open data, the speakers will cover internal and external challenges in doing so. The evolution of FIGI, and what the future may hold in regards to standards and regulation will be examined. Finally, a wrap up on the pros and cons of "competing" standards (open and licensed), drivers for innovation, and the good and bad impacts of regulation.

Speakers
avatar for Rich Robinson

Rich Robinson

Head of Strategy and Standards for Open Data, Bloomberg
Rich Robinson is a senior executive with over 25 years of experience in the financial industry, across operations and technology functions. Starting in the Global Custody Operations of Bankers Trust Company in the early 1990’s, Rich has worked throughout the front, mid and back... Read More →


Wednesday November 20, 2019 2:00pm - 2:25pm EST
Stage # 2 - New World Stages

2:00pm EST

WhiteSource and FINOS: Simplifying the World of Open Source Usage for Financial Insitutitions
Speakers
avatar for James McLeod

James McLeod

Director of Community, FINOS
James is the Director of Community at FINOS and wholeheartedly believes the transformation of Financial Services can only be fulfilled if Open Source is embraced under the three pillars of Contribution, Consumption and Community. James has a twenty year career in software engineering... Read More →
avatar for Jeff Crum

Jeff Crum

Senior Director, Product Marketing, WhiteSource
Jeff currently leads product marketing at WhiteSource, the leader in open source security and license compliance management, and has over twenty years of experience driving company growth and building and marketing products & solutions for data protection, security, backup, storage... Read More →


Wednesday November 20, 2019 2:00pm - 2:25pm EST
Stage # 5 - New World Stages

2:00pm EST

Harnessing AI for a Client First, Customer-facing Data Strategy
Kim will discuss how RBC Capital Markets is applying artificial intelligence and application interoperability to deliver a unique desktop experience to the end users. This session will demonstrate how data is managed, organized and used proactively to reduce the ‘firehose effect’ of too much information and to improve the customer experience as well as how RBC makes extensive use of open source.

Speakers
avatar for Kim Prado

Kim Prado

Managing Director, Global Head of Client Insight, Banking & Digital Channel's Technology, RBCCM
Kim Prado heads the Global Client, Banking & Digital Channels Technology group across Capital Markets. She has been at RBC for over 12 years supporting the business in various capacities from running Global FIC Production Services to Head of Fixed Income Sales and Credit Trading technology... Read More →


Wednesday November 20, 2019 2:00pm - 2:25pm EST
Stage # 1 - New World Stages

2:25pm EST

Coffee Break
Wednesday November 20, 2019 2:25pm - 2:40pm EST
Stage # 3 - New World Stages

2:40pm EST

Secure By Design: Codified Controls For Cloud Services
This talk will introduce the approach used by JPMorgan Chase & Co. to approve cloud services for enterprise use in an accelerated timeline. This idea and method are now a project in the FINOS FDX program and we will use the collective efforts of members and the wider community to build codified controls for cloud services so that we all can leverage secure by design cloud services. Join us to learn more about existing methods, planned future work and how to get involved.

Speakers
JN

Jason Nelson

Executive Director, Software Engineering for Corporate Investment Bank, JPMorgan Chase & Co
Jason Nelson is Executive Director, Software Engineering for Corporate Investment Bank of JPMorgan Chase & Co.Jason is the project lead for FINOS FDX Cloud Service Certification project. He spent his 20+ year career practicing information security as a penetration tester, security... Read More →


Wednesday November 20, 2019 2:40pm - 3:05pm EST
Stage # 3 - New World Stages

2:40pm EST

Standards through the Looking Glass: Disruption, Competition, and the role of Open Source and Open Communities
A look at the standards landscape from a macroeconomic and geopolitical perspective, possible learnings from forty years of commitment to standards from material science to computer science to financial technology. A brief review of FIX as the original Fintech disruptor. Do standards still have a role in the age of disruption due to the massive sociological change brought on by the Fourth Industrial Revolution? The talk will meander with some musings on some of the principles of standardization, the nature of communities, a visit back to Hintjens' social architecture. A discussion on key standards that could impact or be impacted by the current wave of Fintech disruption and innovation. How knowledge representation, machine learning, and natural language processing can be applied to standardization via machine readable specifications using the open meta-standard FIX Orchestra as an example in Fintech.

Speakers
avatar for Jim Northey

Jim Northey

Co-Chair Global Technical Committee, FIX Trading Community
Jim Northey currently serves as a co-chair of the FIX Global Technical Committee, the Chair of ISO TC68, the ISO Technical Committee for Financial Services, and chair of the US Technical Advisory Group for ISO TC322 Sustainable Finance. Jim is a past member of the US Treasury Office... Read More →


Wednesday November 20, 2019 2:40pm - 3:05pm EST
Stage # 2 - New World Stages

2:40pm EST

Improving the Impact of your Enterprise Open Source Development and Participation
Enterprise open source development and involvement has its own set of challenges, but it becomes easier if you have a clear plan to follow. If you're one of the growing list of companies that relies on open source software for their products and services, investing time and money into improving your open source practices can pay off immensely in the long run. Fortunately, there are many success stories of companies getting involved and becoming leaders in various open source domains that they charted a path you can follow to improve your own contributions and aim for a leadership role.
This talk offers a practical guide to a number of practices that enterprises can adopt to help them grow their footprint in open source projects. Furthermore, the talk touches on the challenges enterprises face and how to overcome them.

Speakers
avatar for Ibrahim Haddad

Ibrahim Haddad

Executive Director, LF AI Foundation
Dr. Ibrahim Haddad is a technologist, strategist and an aspiring writer. His focus is on intersections between emerging technology, open source methodology and innovation. He is Vice President of Strategic Programs at the Linux Foundation and the Executive Director of the LF AI Foundation... Read More →


Wednesday November 20, 2019 2:40pm - 3:05pm EST
Stage # 5 - New World Stages

2:40pm EST

Open Source, Community and Financial Services: The good, the bad and the future
Our developers ALWAYS tell us what open source they’re using!”
“Why won’t the community give us an SLA?”
"Our CEO said we're an open source first company now, what the $%#@ does that mean?"
“We want to open source 22 applications; why would we look in GitHub first?”
Today, enterprises, across industries, are becoming one of the most dominant forces in the open source ecosystem and their impact is only going to increase. Financial services firms in particular are consuming vast quantities of open source, seemingly as fast as possible. But, they’re no longer just consumers, they are also increasingly contributing back – and not just patches and fixes, but whole applications, and creating new projects and foundations. However, at times, the quest to garner all the real and perceived benefits of open source as quickly as possible can have unintended consequences. This leads to the question: Is all this unfettered enthusiasm good for everyone? From competing with startups to ensuring their future, from disintermediating proprietary software companies to increasing the scarcity of open source developers; the enterprise's impact cannot be ignored.
This fast-paced talk will use real-world examples and data from over 1,000 enterprise projects to illuminate how enterprises, led by financial services firms, are consuming, contributing to and publishing open source, and the resulting impact on the ecosystem. Attendees will get a full understanding of how enterprises are influencing and changing the market dynamics of open source today and the most likely scenarios for tomorrow. You will come away better prepared to guide your firm’s open source future and help it realize the innovation, financial, reputational and human capital benefits of open source.

Speakers
avatar for Andrew Aitken

Andrew Aitken

GM and Global Open Source Practice Leader, Wipro Ltd.
Andrew Aitken is the GM and Global Open Source Practice Leader for Wipro Ltd., a premier global systems integrator, and a leading open source strategy consultant. In his 22 years of experience he launched the industry’s first open source strategy consulting firm, Olliance Group... Read More →


Wednesday November 20, 2019 2:40pm - 3:05pm EST
Stage # 1 - New World Stages

3:10pm EST

IPC, GK, Symphony, and OpenFin leverage open source to create chatbot ecosystem for financial markets.
A large portion of OTC trading still takes place via live conversations between counterparties over voice and chat lines. Regulatory and cost pressures combined with availability of new technology are leading the world’s largest banks, broker dealers, and technologists to focus on the next generation of trading workflows that enable traders to communicate more efficiently and trade faster with regulatory compliance built into the technology stack.
Greenkey has partnered with IPC and Symphony to deliver the first part of this workflow to voice enable quote input to Symphony chat. Traders will have the ability to push a button on an IPC turret, dictate a quote, and have voice converted to data in real time and fed into a Symphony chat room. Counterparties with access to this chatroom will see quotes in real-time in a searchable chat stream where they can subscribe to alerts and updates on securities, currencies, or price points of interest to identify and respond to trading opportunities.
Once a trade is identified this trade information can be communicated via open source APIs into trading systems such as FlexTrade which are housed in an OpenFin container for execution. Seamless integration feeds this quote and trade data to banks’ compliance platforms for compliance with MiFID best execution and trade reconstruction requirements.
This end to end process - from voice quote to trade execution - has been made possible with the use of open source tools and collaboration of key partners across the financial services industry.

Speakers
avatar for Tom Schady

Tom Schady

CTO, GreenKey Technologies
Tom is the CTO of GreenKey Technologies, a Chicago-based fintech NLP and ASR startup, as well as the lead of the FINOS Voice Program. His 20 year software career spans both startups and enterprises across the finance, medical, and defense sectors, specializing in highly-available... Read More →


Wednesday November 20, 2019 3:10pm - 3:35pm EST
Stage # 3 - New World Stages

3:10pm EST

Digital Trust
A Proposal for Banks to use and Open Standards Protocol to Verify Identity, Protect Privacy and Build Trust

Speakers
avatar for Alberto Pulido

Alberto Pulido

Technical Expert, Innovation Hub, Santander
Alberto has 20 years’ experience in IT and his current role is as Technical Expert in Santander UK. He joined Santander in 2010 and moved to UK 5 years ago. Since then, he has been worked on different projects where new technology stack and breaking some rules were allowed. He led... Read More →
avatar for Ildefonso Olmedo

Ildefonso Olmedo

Director of Innovation, Santander UK
Ildefonso is the Director of Innovation at Santander UK and is responsible for Research & Development and proofs of concepts as well as delivering high profile innovation programmes – Apple Pay, OnePay FX, the blockchain-based international payments service to retail customers... Read More →
avatar for Roderick Boothby

Roderick Boothby

Global Head of Identity, Santander Digital
At Santander, Rod is the Global Head of Identity. In addition to rolling out new Identity and Access Management systems, Rod is the global lead on the effort to create a broad standard for verifying identity while protecting privacy. Rod was the co-founder and COO of npm, Inc. It... Read More →


Wednesday November 20, 2019 3:10pm - 3:35pm EST
Stage # 2 - New World Stages

3:10pm EST

How Not To Be Tomorrow's Headline
The financial industry is full speed ahead using open source to innovate and drive real value for customers. The pace of technological change is forcing disruption, and business leaders have to adapt to keep up. Open source enables organizations to spread their wings, explore, and easily scale solutions that will drive true competitive advantage. But, in the words of Spiderman’s uncle, “With great power comes great responsibility.” The data speaks for itself. Companies are aware of less than 10% of the actual open source being used in applications and products potentially shipping to customers and third parties, leading to potential legal and security issues. Additionally, customers today are more savvy and expect higher levels of compliance. What is your role in managing compliance and security vulnerabilities associated with open source software? Join David McLoughlin, Director of Solution Engineering at Flexera, as he explores the real and immediate need for users of open source to understand the potential security and legal obligations associated with open source. David will address:

- How not be in the next news cycle
- Open source management relative to due diligence efforts (M&A)
- A walk through the most common open source licenses
- How to work effectively and securely with open source software both as a consumer of someone else’s work and as a creator
- Trends in open source license enforcement
- What real compliance looks like

Speakers
avatar for David McLoughlin

David McLoughlin

Director, Solutions Engineering, Flexera Software
Dave McLoughlin is the director of solution engineering at Flexera.  Dave has over 35 years of software industry experience in various roles including technical support, product management, sales and professional services. For the past 12 years Dave has focused his efforts in open... Read More →


Wednesday November 20, 2019 3:10pm - 3:35pm EST
Stage # 5 - New World Stages

3:10pm EST

Why Contribute to Open Source
Speakers
avatar for Julia Meinwald

Julia Meinwald

Open Source Coordinator, Two Sigma
Julia is an open source project manager at Two Sigma Investments. Her background is in music, but she’s been learning more about technology and scientific computing ever since she joined Two Sigma in the spring of 2010. She’s enjoyed every step of her quest to learn more about... Read More →


Wednesday November 20, 2019 3:10pm - 3:35pm EST
Stage # 1 - New World Stages

3:40pm EST

How Open Source Software Gives Commercial Vendors the Power to Protect Niche Interests
Major open source projects that we all depend upon, like Chromium and Electron, are managed by a small set of individuals who work for west coast technology firms. As big as the multinational banks are, their technology departments don't have the bandwidth or focus to ensure that their interests will be considered as those projecte evolve. Vendors like us—though small—represent the entire finance industry, and because of our focus have the ability to stay tuned in with those projects.

As such, we can ensure that the needs of our constituents are considered in the evolution of those open source projects. This talk discusses this relationship and what it means when small commercial vendors have the power of influence in fintech open-source projects.

Speakers
avatar for Terry Thorsen

Terry Thorsen

Co-Founder, CTO, ChartIQ
Terry Thorsen is the co-founder and CTO of ChartIQ, a provider of financial charting and desktop interoperability applications. In 1994, Terry wrote the first online trading system which later became Ameritrade. He then went on to found Automated Financial Systems, a provider of financial... Read More →


Wednesday November 20, 2019 3:40pm - 4:05pm EST
Stage # 3 - New World Stages

3:40pm EST

How to create a standards group in 5 easy steps…
A look at how the FDC3 standards body came to be, challenges along the way, what worked, and lessons we can apply to other efforts in open source and the financial industry.

Speakers
avatar for Nick Kolba

Nick Kolba

Chief Product Officer, OpenFin
Nick is CPO at OpenFin as well as co-founder and chair of the FDC3 and Hadouken programs in FINOS. He has an extensive background in technology and open source leadership and has served in a wide range of roles over the past 20+ years – including development, UX design, and product... Read More →


Wednesday November 20, 2019 3:40pm - 4:05pm EST
Stage # 2 - New World Stages

3:40pm EST

Legal considerations for open innovation
Today’s industries and organizations are reshaping themselves, often propelling their businesses forward by sharing and combining code, data, and AI solutions. This shared collaboration is at the very core of open innovation. This session will discuss some of the legal considerations in connection with open innovation, touching on open source, open data and others.

Speakers
avatar for Nicolas Schifano

Nicolas Schifano

Assistant General Counsel, cloud & IP strategy, Microsoft
Nicolas Schifano is Senior Director and Assistant General Counsel at Microsoft, leading Cloud and IP Policy and Strategy. Among his responsibilities, Nicolas leads Azure IP Advantage, a program designed to help protect Microsoft’s customers innovations in the cloud. Nicolas is... Read More →


Wednesday November 20, 2019 3:40pm - 4:05pm EST
Stage # 5 - New World Stages

3:40pm EST

Capital Markets in 5 years - A Debate Style Discussion
Spencer Mindlin, Analyst at Aite Group, will lead a debate style discussion with industry experts on the impact of technology in capital markets in the next 5 years. The Audience will have a chance to have their say too, voting on the discussion topics. Below are a few of the confirmed panelists.

Moderators
avatar for Spencer Mindlin

Spencer Mindlin

Analyst, Aite Group
“Spencer Mindlin is an Aite Group analyst focused on capital markets technology, particularly front-office trading technology, execution and order management systems, market data platforms, exchange-traded funds, and emerging financial technology products.   Mr. Mindlin brings... Read More →

Speakers
avatar for Christopher Rodriguez

Christopher Rodriguez

Global Head of Workflow, Symphony
Christopher Rodriguez is the Global Head of Workflow at Symphony where he leads financial services workflow automation and development using open APIs, standard integrations and partner applications on the platform. Prior to joining Symphony, he was a partner at Eris Exchange holding... Read More →
avatar for Kathryn Zhao

Kathryn Zhao

Global Head of Electronic Trading, Cantor Fitzgerald
Kathryn Zhao joined Cantor Fitzgerald in Sept. 2017 as the Global Head of Electronic Trading. She developed the Precision Algo Platform and has successfully rolled it out to the entire equities algorithmic trading suite leveraging the most advanced technologies today. Her mandate... Read More →
avatar for Chris White

Chris White

Founder and CEO, ViableMkts & BondIQ
Chris White is the founder and CEO of ViableMkts & BondCliQ. Mr. White’s 20-year career in finance has been dedicated to fixed income market evolution and has included roles at MarketAxess, Barclays Capital, and most recently, Goldman Sachs. While at Goldman, Mr. White developed... Read More →
avatar for Ted Douglas

Ted Douglas

Managing Director, Global Markets Group, IHS Markit
Ted Douglas is a Managing Director of the Global Markets Group at IHS Markit. Ted is focused on Product Innovation and Strategy. He shares a passion to bring innovation to the financial markets. Ted is a financial services professional with 25+ years of experience across trading... Read More →
avatar for Damian Sasso

Damian Sasso

Director of Collaboration Services, Refinitiv
Damian Sasso is Director of Collaboration Services for Refinitiv, leading the teams responsible for Eikon Messenger and community strategy for Refinitiv desktop and trading products. He brings comprehensive knowledge of collaboration workflow and content for financial markets and... Read More →
RG

Robert Gononsky

Executive Director, Nomura
Rob Gononsky is an Executive Director for Global Wholesale Technology at Nomura Securities. Rob has been at Nomura for 10 years leading a wide array of technology programs including: Infrastructure, Cloud, Digital Transformation, Cyber, Regulatory, & E-Trading, amongst others. Prior... Read More →
avatar for Caius Howcroft

Caius Howcroft

Head of Data Platform Tech, Tradeweb
Caius Howcroft is currently the Head of Infrastructure and Data Platform at Tradeweb. Formally head of Platform at Citadel and Lead for Bloomberg’s cloud platform. Caius has also worked as a Quant and alchemic researcher  at Caltech.  He has spent 15 years building data processing... Read More →
avatar for Inessa Even

Inessa Even

Head of Market Infrastructure, Global Markets, Credit Suisse
Inessa Even heads Global Markets Strategic Investments at Credit Suisse. In this capacity, she focuses on executing and leveraging Financial Technology investments to drive operating model evolution, market structure development and innovation across capital markets. Inessa serves... Read More →


Wednesday November 20, 2019 3:40pm - 4:30pm EST
Stage # 1 - New World Stages

4:10pm EST

MySQL • The 25 Year Journey of The World's Most Popular Open Source Database
MySQL has come a long way from its inception, from an independent startup, transitioning through Sun Microsystems, to become a Global Business Unit @ Oracle. Learn the details of the successful business model and delicate balance of what is free vs paid-for in an Open Source Enterprise model. This talk includes insights into MySQL’s latest developments and roadmap: Security, NoSQL and Analytics.

Speakers
avatar for Pedro Andrade

Pedro Andrade

Contractor, Oracle MySQL
Pedro is a technologist and open source enthusiast. With a career in technology spanning over 2 decades, Pedro has worked for APEC, Apple, Dell, OpenText, Sun Microsystems and WorldCom. Most notably, he has spent the last 12 years @ MySQL/Sun/Oracle focused on expanding the success... Read More →


Wednesday November 20, 2019 4:10pm - 4:30pm EST
Stage # 3 - New World Stages

4:10pm EST

Crafting the Business Case for Creating an Open Source Project & Digital Transformation
This session will look at the key questions to address when crafting a business case for creating an Open Source project. We'll look into common questions that should be answered, including:
  • Why do you want to open source a project?
  • Why not just give a proprietary product away for free?
  • What are your strategic goals? What's your "why"?
  • Why do you want to create a community?
  • Who will your community / target audience be?
  • The relevancy, benefits, and ROI of open source, including looking at the business drivers and goals.
  • What organizations are doing internally to adopt open source technology, tools, process, and ways of working.
  • What organizations are doing externally, working within an ecosystem of partners and communities—including competitors.
Ultimately, your business case and strategy should articulate why open sourcing a project can benefit your company’s goals.

Speakers
avatar for Dave Neary

Dave Neary

Sr. Principal Software Engineer, Red Hat
Dave Neary is part the Open Source Program Office at Red Hat. He hosts the interview series "Open Source in Business", exploring the many ways open source impacts the business world, from start-ups to enterprise adoption. Dave has been active in free and open source communities for... Read More →


Wednesday November 20, 2019 4:10pm - 4:30pm EST
Stage # 2 - New World Stages

4:35pm EST

Fireside Chat
Speakers
avatar for Chris Wright

Chris Wright

Senior Vice President & CTO, Red Hat
Chris Wright is senior vice president and chief technology officer (CTO) at Red Hat. Wright leads the Office of the CTO, which is responsible for incubating emerging technologies and developing forward-looking perspectives on innovations such as artificial intelligence, cloud computing... Read More →


Wednesday November 20, 2019 4:35pm - 4:50pm EST
Stage # 3 - New World Stages

4:50pm EST

Why Contribute
Speakers
avatar for Jim Jagielski

Jim Jagielski

Developer, Uber
Jim Jagielski is a well-known and acknowledged expert and visionary in open source, an accomplished coder, and frequent engaging presenter on all things open, web, blockchain, and cloud related. As a developer, he’s made substantial code contributions to just about every core technology... Read More →


Wednesday November 20, 2019 4:50pm - 5:00pm EST
Stage # 3 - New World Stages

5:00pm EST

Closing Remarks
Speakers
avatar for Gabriele Columbro

Gabriele Columbro

Executive Director, Fintech Open Source Foundation (FINOS)
Gabriele is an open source executive and technologist at heart. He spent over 15 years building developer ecosystems to deliver value through open source across Europe and the US. He thrives on driving innovation both contributing to open source communities and joining commercial... Read More →


Wednesday November 20, 2019 5:00pm - 5:05pm EST
Stage # 3 - New World Stages