The Future of Data-Driven Financial Services & Insurance

The Future of Data-Driven Financial Services & Insurance

Lunch @ Charlie Palmer Steak
Tuesday, February 28th
@ 12:00 – 2:00 PM ET

Lunch @ Charlie Palmer Steak
Tuesday, February 28th
@ 12:00 – 2:00 PM ET

Join our discussion about how insurers and financial institutions are transforming their business through the strategic use of data

Moderator

Marty Poniatowski

HPE

Senior Director


LinkedIn

Panelists

Neil Peterson

New York Life Insurance Company

Managing Director - Enterprise Data Management - Technology


LinkedIn

Ciprian Porutiu

Marsh McLennan

Vice President, Operations & Delivery | Change Management | Digital Transformation


LinkedIn

Julie Lubell

J.P. Morgan

Global Head of Trends & Advisory


LinkedIn

About the Content

Since 2020 most financial institutions have overcome challenges with flexibility and resiliency. Systems and capabilities were improved, while agile talent and technology strategies are paying off to meet the demands of a new world.  Leaders are shifting their focus from basic operational transformation including migrating to the cloud, to achieving greater ROI from their infrastructure and technological investments. Data driven decisions and automated processes represent major opportunities but there are significant challenges to get there.

Join us to learn from our expert panel and participate in our invitation-only peer-to-peer roundtable of 15 senior IT, Data Science and business leaders while enjoying the award-winning cuisine of celebrated chef Charlie Palmer’s progressive american cooking.

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Discussion Topics

  • Overcoming challenges with moving data into the cloud
  • How to effectively integrate AI models
  • Lessons from participating in FinTech and InsureTech ecosystems
  • Solving compliance & privacy issues with data acquisition and retention 
  • Change management and Environmental Social Governance best practices for transformation
  • Winning the talent war
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Agenda (in ET)

12:00 – 12:15

12:15 – 12:30

12:30 – 1:15

1:15 – 2:00

12:00 – 12:15

Registration & Networking

12:15 – 12:30

Introduction of all participants

12:30 – 1:15

Moderated Panel, Audience Q/A & Lunch is Served

1:15 – 2:00

Interactive Peer-to-Peer Roundtable Discussion

Registration & Networking

Introduction of all Participants

Moderated Panel, Audience Q/A & Lunch is Served

Interactive Peer-to-Peer Roundtable Discussion

Who's Attending

A select group of senior IT, Data Science and business leaders from enterprise insurers & financial institutions 

Objectives

  • Walk away with a better understanding of the data driven opportunities and challenges facing insurers & financial institutions 
  • Connect and learn from peers facing the same, real-life challenges as you are facing
  • Ask our panelists your most pressing questions

About the Venue

Charlie Palmer Steak, NYC

One Bryant Park
135 West 42nd Street
New York NY 10036

Charlie Palmer Steak NYC at One Bryant Park is a modern American NYC steakhouse tapping into Times Square’s and Bryant Park’s vibrant and dynamic energy, serving up bold flavors in big city style.

https://www.charliepalmersteak.com/new-york-home/

Reserve Your Spot Here

Sponsors

Hewlett Packard Enterprise (NYSE: HPE) is the global edge-to-cloud company built to transform your business. How? By helping you connect, protect, analyze, and act on all your data and applications wherever they live, from edge to cloud, so you can turn insights into outcomes at the speed required to thrive in today’s complex world. Check out HPE’s Advanced Analytics solutions to turn your data into vital insights here.

Intel (Nasdaq: INTC) is an industry leader, creating world-changing technology that enables global progress and enriches lives. Inspired by Moore’s Law, we continuously work to advance the design and manufacturing of semiconductors to help address our customer’s’ greatest challenges. By embedding intelligence in the cloud, network, edge and every kind of computing device, we unleash the potential of data to transform business and society for the better. To learn more about Intel’s innovations, go to newsroom.intel.com and intel.com.

Organizer

BDILogoFinal

Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders.

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