JUNE 15-24, 2021 | A VIRTUAL EVENT

Agenda

To succeed in today’s data-driven world, investment organizations need to employ mature data management and accessible data and analytics technology. Via informative virtual sessions, ENGAGE21 showcases strategies and solutions to help firms address data challenges and meet investment goals. From sustainable investing to global data management to business intelligence, ENGAGE21 helps you discover new data insights.

Register in Two Steps

1. Sign up to activate your conference pass and gain access to ENGAGE21 content.

2. Register for upcoming sessions and add them to your calendar.

June 15, 2021

10:00am EDT

Keynote Address: Advancing Our Data-Driven Future

Investment management organizations across the globe are under pressure to drive investment performance while managing cost and risk, resulting in the pursuit to improve investment decision-making and enhance operations. This keynote session will address how BNY Mellon’s Asset Servicing and Digital strategy has evolved over the past year to help clients optimize the investment lifecycle, including the creation of a mature data management and analytics foundation, along with how we are collaborating with firms like Microsoft to create flexible, innovative solutions.

Bill Borden, Corporate Vice President, Worldwide Financial Services, Microsoft
Janelle Prevost, Head of Strategy and Digital, Asset Servicing, BNY Mellon
Roman Regelman, Chief Executive Officer of Asset Servicing and Head of Digital, BNY Mellon
Charles Teschner, Global Head of Data and Analytics Solutions, BNY Mellon

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11:00am EDT

The Evolution of Data Management

Mal Cullen, Head of BNY Mellon OMNISM Digital Services, BNY Mellon
Mike Reger, Head of Global Investment Data Management, Vanguard
Steve Taylor, Head of Data Vault, Data and Analytics Solutions, BNY Mellon

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12:00pm EDT

Data Vault Demo: Powering Accelerated Insights

Francisco Ceballos, Senior Principal of Product Management, Data and Analytics Solutions, BNY Mellon
Andrew Klostermann, Head of SAMS Security Valuation & Fund Operations Strategy, Charles Schwab
Rich Vivolo, Client Engagement Manager, Data Vault, Data and Analytics Solutions, BNY Mellon

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1:00pm EDT

Do More with Your Data: Introducing Data Studio

Christian Barthel, Head of Product Management for Data Studio, Data and Analytics Solutions, BNY Mellon
Stephen Marshall, Head of Data Studio, Data and Analytics Solutions, BNY Mellon

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June 17, 2021

10:00am EDT

Putting the Future FirstSM with Sustainable Investing

Todd Cort, Lecturer in Sustainability, Yale School of Management and Faculty Co-Director, Yale Center for Business and the Environment
Jamie Lewin, Head of Investor Solutions, BNY Mellon Wealth Management
Kara Succoso Mangone, Global Head of Climate Strategy, Goldman Sachs
Corinne Neale, Global Head of Business Applications, Data and Analytics Solutions, BNY Mellon

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11:00am EDT

ESG Data Analytics: Leading the Way Towards a Sustainable Future

Taras Huzar, Managing Director, BNY Mellon
Joshua Kendall, Head of Responsible Investment Research and Stewardship, Insight Investment
Christine Pishko, Global Head of ESG Relationship Management, Asset Servicing, BNY Mellon

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June 22, 2021

10:00am EDT

Driving Fund Growth: Discovering Opportunity through Data

Scott Anderson, Director of Research, Data and Analytics Solutions, BNY Mellon
Jane Conway, Client Acquisition and Engagement Expert and Head of Distribution Enablement and Intelligence, Voya Investment Management
Jane Mancini, Global Head of Sales, Asset Servicing, BNY Mellon

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11:00am EDT

Growth DynamicsSM in Action: Innovative Analytics for Executives

Sera Boden, Director, Senior Product Manager, Data and Analytics Solutions, BNY Mellon
Bradley Moore, Director of Product Management, Data and Analytics Solutions, BNY Mellon

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June 24, 2021

10:00am EDT

Custody in 2025: Accelerating Digitization and Fintech Collaboration

Caroline Butler, Global Head of Custody, BNY Mellon
Gabino Roche, CEO & Founder, Saphyre
Michael Shaulov, Co-Founder and CEO, Fireblocks
Jerry Ting, Chief Executive Officer, Evisort

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11:00am EDT

Eagle Products Update: Solutions for an Evolving Industry

Dan Cavanaugh, Head of Eagle Products and Services, Data and Analytics Solutions, BNY Mellon
Jeff Cullen, Solutions Principal, Data and Analytics Solutions, BNY Mellon
Eric Getchell, Head of Eagle Product Engineering, Data and Analytics Solutions, BNY Mellon
Mark Goodey, Head of Investment Analytics, Data and Analytics Solutions, BNY Mellon

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See the Middle East Agenda →
See the Asia Pacific Agenda →