Nathan Boylan
Head of IT Operations
Lord, Abbett & Co. LLC
Overview
Innovations in enterprise technology are disrupting the financial marketplace from trade execution, to complex event processing to making sense of big data. Don’t get left behind. The Bloomberg Enterprise Technology Summit convenes an audience of the biggest procurers of enterprise technology from the public and private sectors with a focus on financial services companies. The program looks at how corporations and governments are leveraging the cloud, addressing mobility, and handling data storage challenges like disaster recovery in the wake of Super Storm Sandy.
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Venue
Apella at the Alexandria Center | New York
Registration
For more information individual and group rates, contact Elizabeth Hood at +1 212 617 4820 or ehood@bloomberg.net.
Sponsorship Opportunities
For sponsorship opportunities, contact Sue Ann Timco at +1 212 617 3644 or stimco@bloomberg.net.
Sponsored By:
PROGRAM AGENDA AS OF APRIL 24:
Please note that the program is subject to change.
| 8:00 am | PARTICIPANT CHECK-IN & BREAKFAST |
| 8:30 am | WELCOME & OPENING REMARKS Thomas F. Secunda, Founding Partner, Vice Chairman & Global Head of Financial Products & Services, Bloomberg L.P. Emcee: Diane Brady, Senior Editor, Bloomberg Businessweek |
| 8:35 am | THE ENTERPRISE DISRUPTION UNDERWAY Silicon Valley is on the hunt for the next big thing in enterprise. Where are the opportunities? How are the public sector, the private sector and Hollywood working together to develop the next generation of breakthroughs in the enterprise? What are the broader applications for innovations at Google and Dreamworks Animation? How much is Silicon Valley focused on enterprise investments? What is the expected return on investment in the space? Speakers: Ben Fried, Chief Information Officer, Google Peter Levine, General Partner, Andreessen Horowitz Lincoln Wallen, Chief Technology Officer, Dreamworks Animation LLC Interviewed by: Norman Pearlstine, Chairman, Bloomberg Businessweek; Chief Content Officer, Bloomberg L.P. |
| 9:05 am | MULTINATIONAL ENTERPRISE STRATEGIES In the past five years, the world’s largest retailer added 455 U.S. Wal-Mart stores, a 13 percent increase, according to filings and the company’s website. The company employs about 1.4 million U.S. workers. How is Wal-Mart turning to technology as part of the company’s growth strategy? How in Wal-mart using technology and data for inventory management? What is the outlook for enterprise spending? How is the company using technology across geographies and verticals? Speakers: Chip Hernandez, SVP and Chief Technology Officer, Wal-Mart Stores, Inc. Interviewed by: Jason Kelly, Managing Editor, Bloomberg LINK Author, The New Tycoons: Inside the Trillion Dollar Private Equity Industry that Owns Everything |
| 9:25 am | BYOD & SECURING THE ENTERPRISE Malware from China has inundated the Internet, targeting Fortune 500 companies, tech startups, government agencies, news organizations, embassies, universities, law firms, and anything else with intellectual property to protect. The administration plans to boost U.S. spending on computer network security to $13 billion, after reports of rising cyber attacks and electronic theft of secrets linked to China. What is the scope of attacks against businesses? What is the best way to prevent attacks? How are networks overcoming integration challenges? What BYOD strategies are being implemented in the enterprise? What impact will the shift towards BYOD have on IT departments? Speakers: Timothy L. Branham, Sr., Chief Information Officer, Fujitsu America Danny McPherson, Chief Security Officer and Vice President, VeriSign, Inc. Scott Totzke, VP, BlackBerry Security Interviewed by: Michael Riley, Reporter, Bloomberg News |
| 10:00 am | THE BATTLE FOR THE CLOUD: HARDWARE & SOFTWARE’S BLURRING LINES Industry estimates that spending related to cloud services will grow from $16 billion last year to as much as $80 billion in the next few years, as the private sector and public sectors shift to the cloud. Where are CTOs turning for their cloud services? How are they weighing one provider over another? What are the real world cost savings that they have delivered? What challenges are finding solutions in the cloud? What is the threat of service disruptions on the cloud? How are the lines blurring between software and hardware in the enterprise and on the cloud? Speakers: Scott Davis, Chief Technology Officer, End User Computing, VMware Bill Hilf, General Manager, Windows Azure Product Management, Microsoft Corp. Matthew Quinn, Chief Technology Officer, TIBCO Software Inc. Michael Sylvia, Director, Advanced Technologies, Office of the CIO, IBM Interviewed by: Sarah Frier, Technology Reporter, Bloomberg News |
| 10:40 am | IT RESTRUCTURING STRATEGIES, TURNAROUNDS & OUTLOOK FOR UPGRADES Corporate technology spending is poised to exceed industry projections this year, as the global economy’s recovery spurs investment. Worldwide expenditures, includes hardware, software and services, will increase 4.2 percent to $3.7 trillion in 2013, outpacing last year’s 1.2 percent growth rate, based on a forecast from Gartner Inc., an industry researcher. How are financial companies leveraging the cloud? How are financial institutions planning for continuity of business in the event of a Sandy-scaled disaster? What is the outlook for tech spending? What cost based strategies are being implemented? Speakers: Robert Lux, SVP and Chief Information Officer, Freddie Mac Kirk Materne, Managing Director, Equity Research, Evercore Partners William (Bill) Murphy, Chief Technology Officer, Blackstone Interviewed by: Kevin McGilloway, Enterprise Products & Services - Head of Business Development, Bloomberg L.P. |
| 11:15 am | TECH & TRADING: REIGNING IN ROGUE ALGORITHMS, SPEED & DATA Technology continues to change the dynamic of the financial markets. What regulation is emerging around dark pools, high frequency trading and rogue algorithms? How do dark pools fragment the markets? What stops are in place to thwart against rouge algorithms and flash crashes? How are exchanges managing around market events? What are the concerns around kill switches? How are traders reducing latency? Speakers: Stephen Ehrlich, Chief Executive Officer, Lightspeed Financial, Inc. Richard Hochron, Chief Technology Officer, Direct Edge D. Keith Ross Jr., Chief Executive Officer, PDQ ATS Interviewed by: Stanley Young, CEO, Enterprise Products and Solutions (EPS), Bloomberg L.P. |
| 11:45 am | DATA CENTER SOLUTIONS & OPPORTUNITIES As public and private sectors move to the cloud, the demand for data center innovation is spurring investment and spending in the space. How are procurers of technology optimizing efficiency with data center spending? How are CTOs consolidating infrastructure? How are cost and sustainability strategies aligning? Where are the opportunities for disruption? Speakers: Matt McIlwain, Managing Director, Madrona Venture Group Jim Morrisroe, Chief Executive Officer, Piston Cloud Computing Rob Shaddock, EVP and Chief Technology Officer, TE Connectivity Interviewed by: Allan Holmes, Technology Regulations Team Leader, Bloomberg Government |
| 12:15 pm | LUNCH |
| 1:25 pm | WELCOME BACK REMARKS Stanley Young, CEO, Enterprise Products and Solutions (EPS), Bloomberg L.P. |
| 1:30 pm | EMERGING MARKETS, THE CLOUD & THE PUBLIC SECTOR As the first ever U.S. chief information officer, Vivek Kundra helped lead a government shift to Internet-based technology and oversaw $80 billion of government expenditures on information technology. Then - OMB Director Jacob Lew credited Kundra with saving $3 billion in “wasteful information technology spending,” moving the government to cloud computing and strengthening cyber security. How can restructurings put in place in the U.S. be replicated in emerging markets? What is the outlook for President Barack Obama’s recommended $13 billion for cybersecurity? Where is there the best return on technology investment? What trends are emerging in the developed and developing markets? Vivek Kundra, EVP, Emerging Markets, Salesforce.com; Former Federal CIO, The White House (2009-2011) Interviewed by: Diane Brady, Senior Editor, Bloomberg Businessweek |
| 2:00 pm | THE DATA CENTER WORSE CASE SCENARIO TASK FORCE: DISASTER PLANNING & RECOVERY I Superstorm Sandy shut down the markets for two days-the first consecutive shutdowns because of weather in more than a century. The storm brought flooding and cut off power downtown forcing the New York Stock Exchange and other financial market stakeholders to turn to backup power from generators. How is the financial sector rethinking their disaster management strategy post-Sandy? How will the recently opened property at 375 Pearl Street and world's largest high-rise data center be prepared for the worst? Speakers: Jonathan Davidson, Senior Vice President and General Manager, Campus and Data Center Business Unit, Juniper Networks John Sabey, President, Sabey Data Center Properties Michael Zanga, Chief Information Officer, Markets & International Banking, Americas, RBS Interviewed by: Franko Rahimi, Chief Technology Officer, Infrastructure, Bloomberg L.P. |
| 2:45 pm | THE DATA CENTER WORSE CASE SCENARIO TASK FORCE: DISASTER PLANNING & RECOVERY II Superstorm Sandy tested enterprise disaster plans. What conversations have emerged around preparedness, securing data in the wake of a breach, and installing new safeguards? How are companies rethinking disaster management strategies? Speakers: Nathan Boylan, Head of IT Operations, Lord, Abbett & Co. LLC John Considine, Chief Technology Officer, Verizon Terremark Stephen Manley, CTO, Backup Recovery Systems Division, EMC Corporation Interviewed by: Allan Holmes, Technology Regulations Team Leader, Bloomberg Government |
| 3:15 pm | CLOUD, COLLABORATION & THE WORKFORCE OF TOMORROW Technology is reshaping the global workforce sending jobs overseas, offering flexible work schedules, creating work efficiencies and redundancies. What are the emerging trends in the new technology workforce? What specializations are most in demand? Where are jobs threatened? Where is there the biggest war for talent? Speakers: Sujay Jaswa, Vice President, Business Development, Dropbox Tom Preston-Werner, CEO and Co-Founder, GitHub Sam Schillace, Vice President, Engineering, Box; Co-founder, Writely Jay Simons, President, Atlassian Interviewed by: Anand Srinivasan, Sector Head for Semiconductors & Technology Hardware, Bloomberg Research |
| 3:45 pm | THE ENTERPRISE MEETS THE INTERNET OF THINGS The internet of things promises to connect every aspect of life. How is the machine-to-machine moving from consumer applications to enterprise applications? Which companies are taking the lead? What are the applications for the financial sector? Speakers: Colin W. Gillis, Director of Research and Senior Technology Analyst, BGC Financial Douglas Harr, Chief Information Officer, Splunk Inc. Mike Smiley, Chief Financial Officer, Zebra Technologies, Inc. Interviewed by: Nick Turner, Team Leader, U.S. Telecom and Media, Bloomberg News |
| 4:15 pm | CONSUMER, SOCIAL & GAMIFICATION INVADE THE ENTERPRISE The social media revolution is catching fire in the enterprise. How can social technology help build collective efficiencies in the workplace? How are corporations adapting social media technology and how has social streamlined work flow in the enterprise? How are companies turning to gamification to deliver results? Speakers: Kris Duggan, CEO and Co-Founder, Badgeville Brad Garlinghouse, Chief Executive Officer, YouSendIt Adam Pisoni, Chief Technology Officer, Yammer John Stepper, Managing Director, Investment Banking Technology, Deutsche Bank Interviewed by: Cristina Alesci, Private Equity Reporter, Bloomberg News & Bloomberg Television |
| 4:45 pm | THE BIG DATA BOOM UNDERWAY The race is on to cash in on the big data gold rush. How are companies monetizing their data? How can big data mining augment security? How are CTOs handling storage challenges around the inflow of data? How is the enterprise implementing technology for big data analytics and high performance data mining? Speakers: Dwight Merriman, Chairman and Co-Founder, 10gen Mark Palmer, CEO and President, Streambase Claudia PerlichChief Scientist, m6d Vijay Raghavan, SVP and Chief Technology Officer, LexisNexis Risk Solutions Interviewed by: Matt Turck, Managing Director, FirstMark Capital, LLC Questioner-in-Chief: Chris Curran, Principal and Chief Technologist, U.S. Advisory Practice, PwC |
| 5:15 pm | CLOSING REMARKS & SUMMIT ADJOURNS RECEPTION & NETWORKING PAST CONFERENCE AGENDAS: AGENDA: Bloomberg Enterprise Technology Summit - Dec 2012 London AGENDA: Bloomberg Enterprise Technology Summit - May 2012 New York AGENDA: Bloomberg Enterprise Technology Summit - Dec 2011 London AGENDA: Bloomberg Enterprise Technology Summit - May 2011 New York |
Timothy L. Branham, Sr.
Chief Information Officer
Fujitsu America, Inc.
John Considine
Chief Technology Officer
Verizon Terremark
Chris Curran
Principal and Chief Technologist, U.S. Advisory Practice
PwC
Jon Davidson
SVP and General Manager, Campus and Data Center Business Unit
Juniper Networks
Scott Davis
Chief Technology Officer, End User Computing
VMware
Kris Duggan
CEO and Co-Founder
Badgeville
Stephen Ehrlich
Chief Executive Officer
Lightspeed Financial, Inc.
Ben Fried
Chief Information Officer
Google
Brad Garlinghouse
Chief Executive Officer
YouSendIt
Colin W. Gillis
Director of Research and Senior Technology Analyst
BGC Financial
Eng Lim Goh
SVP and Chief Technology Officer
SGI
Nick Halstead
Founder and CTO
DataSift
Douglas Harr
Chief Information Officer
Splunk Inc.
Chip Hernandez
Senior Vice President, Chief Technology Officer
Wal-Mart Stores, Inc.
Bill Hilf
General Manager, Windows Azure Product Management
Microsoft Corporation
Richard Hochron
Chief Technology Officer
Direct Edge
Sujay Jaswa
Vice President, Sales and Business Development
Dropbox
Vivek Kundra
EVP, Emerging Markets, salesforce.com
Former Federal CIO, The White House (2009-2011)
Peter Levine
General Partner
Andreessen Horowitz
Robert Lux
SVP and Chief Information Officer
Freddie Mac
Stephen Manley
CTO, Backup Recovery Systems Division
EMC Corporation
Kirk Materne
Managing Director, Equity Research
Evercore Partners
Dwight Merriman
Chairman and Co-Founder
10gen
Matt McIlwain
Managing Director
Madrona Venture Group
Danny McPherson
Chief Security Officer
Verisign
Jim Morrisroe
Chief Executive Officer
Piston Cloud Computing
William (Bill) Murphy
Chief Technology Officer
Blackstone
Adam Pisoni
Chief Technology Officer
Yammer
Tom Preston-Werner
CEO and Co-Founder
GitHub
Matthew Quinn
Chief Technology Officer
TIBCO Software Inc.
Vijay Raghavan
SVP and Chief Technology Officer
LexisNexis Risk Solutions
D. Keith Ross Jr.
Chief Executive Officer
PDQ ATS
John Sabey
President
Sabey Data Center Properties
Sam Schillace
Vice President, Engineering
Box
Robert N. Shaddock
EVP and Chief Technology Officer
TE Connectivity
Jay Simons
President
Atlassian
Mike Smiley
Chief Financial Officer
Zebra Technologies, Inc.
John Stepper
Managing Director, Investment Banking Technology
Deutsche Bank
Michael Sylvia
Director, Advanced Technologies, Office of the CIO
IBM
Scott Totzke
Senior Vice President
BlackBerry Security
Matt Turck
Managing Director
FirstMark Capital, LLC
Lincoln Wallen
Chief Technology Officer
Dreamworks Animation LLC
Michael Zanga
Chief Information Officer, M&IB Americas
RBS
Thomas F. Secunda
Founding Partner, Global Head of Financial Products & Services
Bloomberg L.P.
Cristina Alesci
Private Equity Reporter
Bloomberg News & Bloomberg Television
Diane Brady
Senior Editor
Bloomberg Businessweek
Sarah Frier
Technology Reporter
Bloomberg News
Allan Holmes
Technology Regulations Team Leader
Bloomberg Government
Jason Kelly
Managing Editor, Bloomberg LINK
Author, The New Tycoons: Inside the Trillion Dollar Private Equity Industry that Owns Everything
Kevin McGilloway
Enterprise Products & Solutions – Strategy & Business Development
Bloomberg L.P.
Norman Pearlstine
Chief Content Officer
Bloomberg L.P.
Franko Rahimi
CTO of Infrastructure
Bloomberg L.P.
Michael A. Riley
Reporter
Bloomberg News
Anand Srinivasan
Sector Head for Semiconductors & Technology Hardware
Bloomberg Research
Nick Turner
Team Leader, U.S. Telecom and Media
Bloomberg News
Stanley Young
CEO, Enterprise Products & Solutions
Bloomberg L.P.
Microsoft
At Microsoft, we have designed Windows Azure to be truly enterprise class. It is the only platform that is fully cloud enabled, supporting both platform services (PaaS) to eliminate complexity and infrastructure services (IaaS) for flexibility. Use PaaS where you can, and IaaS where you need to. With Windows Azure, you can use both together and independently – you can’t do that with other vendors.
Windows Azure integrates with what you have, including Windows Server, System Center, Linux and others. It supports heterogeneous languages including .NET, Java, Node.js, Python, and data services for No SQL, SQL and Hadoop. Windows Azure is secure and highly available by design, with enterprise grade SLAs and Support options that include deep technical staff ready to work directly with you. You’ll always know the status of Azure services as we aim for transparency via our Service Dashboard.
Need to develop and test at the speed of business? Windows Azure platform services can be used to create applications that can be managed by Microsoft to reduce your complexity… or, if you need to be more hands on, IaaS can be up and running in minutes using a pre-built Virtual Machine images. Need to tap into the power of big data? Simply pair Azure Websites with HDInsight to mine any size data and compelling business analytics, to make adjustments to get the best possible business results.
You can build applications using any operating system, language or tool. It’s time to transform your datacenter, foster innovation for your developers, unlock the key insights from any data you collect and evolve IT.
VISA
Visa Commercial solutions provide precisely the right tools for CFOs of large and mid-size companies who are ultimately accountable for their fiscal vision and success. Visa’s innovative products and services include a range of commercial payment programs, information management and consulting services that help small businesses, global corporations and governments manage expenses, streamline operations and improve their bottom line. Senior financial executives can gain greater transparency with enhanced data, the ability to institute control over payments and improve cost management. They can also develop an intelligent payment process and turn spend data into actionable insights with Visa Commercial solutions. Visa streamlines and automates the payment process enabling direct and secure payments to suppliers and allows companies to collect spend data more efficiently. As a global leader in commercial payments, Visa offers flexible payment solutions backed by the reliability, security and scale of Visa’s global acceptance infrastructure.
BlackBerry
BlackBerry®, a global leader in wireless innovation, revolutionized the mobile industry with the introduction of the BlackBerry solution in 1999. Since then, BlackBerry products and services have continued to change the way millions of people around the world stay connected. With the launch of BlackBerry® 10, we have re-designed, re-engineered and re-invented BlackBerry, and introduced a new mobile experience to our global community of BlackBerry users. We also introduced a new Enterprise Mobility Management solution. BlackBerry® Enterprise Service 10 is a device management and security platform for corporate and personal-owned BlackBerry OS, BlackBerry 10, iOS and Android™ devices. The BlackBerry product line includes the BlackBerry® PlayBook™ tablet, award-winning BlackBerry smartphones, software for businesses and accessories.
Invest in France
Invest in France Agency (IFA) promotes and facilitates international investment in France. Operating worldwide, the IFA network offers international investors business opportunities and customized services in France, and coordinates initiatives to promote France’s economic attractiveness. Institut national de la propriété industrielle (The National Industrial Property Institute or INPI) is the national intellectual property office of France, in charge of patents, trademarks and industrial design rights. Launched in October 2012 by IFA and INPI, “Say Oui to France, Say Oui to Innovation” is an international communications campaign promoting France’s commitment to innovation, investment advantages, and business environment.
For more information, please visit www.invest-in-france.org
Juniper Networks
Juniper Networks is a high-performance networking company, offering a broad product portfolio that spans routing, switching, security, application acceleration, identity policy and control. Our integrated network management system, Junos, provides unmatched performance, greater choice, and true flexibility, while reducing overall total cost of ownership. In addition, through strong industry partnerships, Juniper Networks is fostering a broad ecosystem of innovation across the network.
Our products and technologies run the world’s largest and most demanding networks today, enabling our customers to create value and accelerate business success within the new, rapidly changing global marketplace. Our customers include the top 130 global service providers, the Fortune Global 100, as well as hundreds of federal, state and local government agencies and higher education organizations throughout the world. For more information, visit www.juniper.net
Brasil IT+
Brasil IT+ is the sector brand that represents a group of national and international organizations that believe in the ability of the Brazilian Information Technology industry to foster business activity both in Brazil and internationally, contributing to the nation´s development and the consolidation of its sector as a competitive player in the global IT market.
Direct Edge
Direct Edge is one of the leading stock exchange operators in the United States and globally. Headquartered in Jersey City, New Jersey, Direct Edge offers dynamic trading functionality across two distinct platforms, EDGA and EDGX, as well as connectivity and market data services. Its commitment to innovation and superior customer service helps its Members move their business lives forward. In November of 2011, Direct Edge announced plans to expand internationally with the opening of Direct Edge Brazil, a Rio de Janeiro-based electronic stock exchange for the trading of Brazilian equities. Direct Edge is owned by a consortium that includes affiliates of Citadel LLC; Goldman Sachs Group, Inc.; International Securities Exchange, LLC.; JPMorgan Chase & Co.; and Knight Capital Group, Inc.
More information is available at www.directedge.com and www.directedge.com.br
JNK Securities Corp.
JNK Securities Corp. is a New York City based broker‐dealer, founded in 1993, that provides agency-only trading with direct market access to the listed and OTC markets. JNK’s exclusive 3rd Party research partners have extensive industry experience and perform rigorous field research of their industries and focus on key technologies, trends, and inflection points in the sectors and companies they cover. JNK also offers practical, real time intelligence on almost all matters of US Government Policy, including financials, healthcare, technology, energy, transportation, defense and merger arb. If you are interested in attending any of JNK’s events or would like more information regarding our research offerings, please contact Bill Williams, President at 212-885-6343 or at bill@jnk.com.
INFORMATION FOR ATTENDEES:
VENUE LOCATION:
Apella at the Alexandria Center
450 East 29th Street, 2nd Floor
New York, NY 10016
Apella is located on 29th Street between 1st Avenue and the East River.
The private circular driveway is accessible from the east side of 1st Avenue at 29th Street.
SPEAKING OPPORTUNITIES:
We are now accepting speaker proposals for this conference program. Please only submit an executive if you have already confirmed their availability to speak on the date of the conference. Please email Mrs. Robin Wood Sailer with the bio of the executive that you would like to suggest as a possible speaker. You may include any relevant information as to the topics and/or session the executive would like to join. Speakers are accepted on a rolling basis.
PRESS QUESTIONS & INQUIRIES:
Please email Ms. Angela Martin with any press related questions. If you are a journalist who would like to attend and cover the summit, please send your full contact details (name / title / company / mobile phone / email) to Angela Martin.
SPONSORED BRIEF: TOP 10 FEATURES OF BLACKBERRY ENTERPRISE SERVICE 10
BlackBerry Enterprise Service 10 is designed to help organizations like yours address the full spectrum of Enterprise Mobility Management (EMM) challenges.
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