Open Source in Finance Forum London 2024: Full Schedule

26 June 2024
London, England
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Note: The schedule is subject to change.

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08:00 BST

Registration + Badge Pick-up

Wednesday June 26, 2024 08:00 - 19:00 BST
Westminster Foyer

Registration/Breaks/Special Events

09:00 BST

Keynote Sessions: To Be Announced

Wednesday June 26, 2024 09:00 - 11:05 BST
Westminster 1+3

Keynote Sessions

11:05 BST

Break & Networking

Wednesday June 26, 2024 11:05 - 11:35 BST
Sponsor Showcase (Plaza Suites 4 -13)

Registration/Breaks/Special Events

11:35 BST

Making GenAI a Tool for Everyone - Colin Eberhardt, Scott Logic

There is little doubt that (Generative) AI will have an impact on almost every aspect of our business and personal lives. However, we are at an interesting juncture: models are becoming ever more powerful, with prototypes showing ever greater promise, but there remain significant challenges when it comes to the reality of putting this technology into practice. How do we take these astonishing experiments and turn them into something safe and reliable that can ultimately be trusted in the wild? Financial services has a long history with AI and machine learning. However, its place within the industry is shifting. It is no longer the exclusive tool of Data Scientists. Rather it is a tool we are placing in the hands of our engineers, product owners, and, if we are to maximise the benefits, we should be putting it in everyone's hands. But to do-so safely, we need to educate people regarding the strengths and weaknesses, the risks and opportunities this technology presents. Within FINOS, we are forming an AI readiness group that tackles some of these challenges. This talk will take a deep dive, exploring the changes we need to make as AI rapidly becomes a standard tool in our armoury

Speakers

Colin Eberhardt

CTO, Scott Logic

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight Committee and the newly-formed... Read More →

Wednesday June 26, 2024 11:35 - 12:05 BST
Westminster 2

AI/Emerging Tech

11:35 BST

Vuu - Building UIs for the Trading and Risk Desktop - Chris Stevenson, UBS

This session covers the problems with creating fast ticking trading desktops and how the Finos open source project Vuu aims to solve them. It will go into Vuu's basics components, as well as its big data support, its threading model and its extensible module system.

Wednesday June 26, 2024 11:35 - 12:05 BST
Plaza Suite 1

FDC3/Frontend

11:35 BST

FS-ISAC, FINOS & OpenSSF - Jonathan Meadows, Citi

How do FS-ISAC, FINOS, and OpenSSF work together when existing in an open and collaborative space? Find out how these organisations are aiming for standardisation.

Speakers

Jonathan Meadows

Managing Director, Cyber Security, Citi

tbc

Wednesday June 26, 2024 11:35 - 12:05 BST
Westminster 1+3

Featured Sessions

11:35 BST

Tazama Real-Time Open Source Software for Fraud Detection - Greg McCormick, Linux Charities - Tazama & Justus Ortlepp, Linux Foundation

Tazama is a recently launched project in the Linux Foundation. Tazama offers open source real-time transaction monitoring software for fraud and money-laundering detection. Our presentation introduces the product and its origin story, from its ideation as one of the Bill & Melinda Gates Foundation's Level One principles, to its MVP launch in April 2022 and ultimately its integration into the Linux Foundation. We will provide an overview of our mission, specifically to enable financial inclusion by promoting trust in digital financial ecosystems. We will also provide insight into our adjacent work in establishing a standards body that will collect and publish standards for reporting, sharing and actioning information on Financial Crime. Finally we will present the product itself to give the audience an overview of the features, capabilities and context within their own ecosystems.

Speakers

Greg McCormick

Executive Director, Linux Charities - Tazama

Greg McCormick, Project Executive Director, is a 30 year tech industry veteran. Starting out as a network engineer, developer, and architect he has held various roles including CEO, CTO. He is focused on inclusive financial systems and how to protect emerging markets by providing... Read More →

Justus Ortlepp

Product Manager, Linux Foundation

With more than 20 years’ experience in the Business Analysis field, Justus has honed his skills in problem solving and system building in South Africa in companies such as IBM, First National Bank (FNB) and Deloitte. At FNB he designed a mainframe-based graph database for customer... Read More →

Wednesday June 26, 2024 11:35 - 12:05 BST
Plaza Suite 2

Hot Topics

11:35 BST

Unlocking Competitive Advantage: A Financial Institution's Guide to Open Source - Ann Schlemmer, Percona

The key to success for any organization is providing value to its customers. The product or service is what brings success. However, many components and backend systems ensure companies can get items to market. Profitability has become the primary focus for most companies these days. So, naturally, cost is part of the conversation. When it comes to the data and the management of it, cost is just one component. Other concerns include security, scalability, and efficiency. Open source software should be a part of everyone’s strategy. This talk is tailored explicitly to why adopting open-source technologies, particularly databases, benefits financial institutions by giving them a competitive advantage. The session will go over moving from proprietary databases to open source, the benefits of moving towards open source adoption, and the risks associated with open source adoption. We will review the Why and the How for migrating from proprietary to open software.

Speakers

Ann Schlemmer

CEO, Percona

Ann is a seasoned leader & advocate for open source with over 15 years experience in open source. CEO of Percona, a world-class open source database software firm, she is driven by passion for people & belief in open source's power to create an inclusive tech industry. Her authenticity... Read More →

Wednesday June 26, 2024 11:35 - 12:05 BST
Park Suite 4+5

Open Source Readiness

11:35 BST

A Strategic Approach to Assessing Viability of OSS Projects - Dawn Foster, CHAOSS

The ease in adopting open source can lead to organizations using software without considering its long-term viability. What happens when a project changes the license, stops making security updates, or has other issues that impact its usage? When a project that is incorporated into your products or services later becomes unviable, it can have negative implications for your users, customers, and reputation. This talk will compare the risks and rewards associated with projects under neutral foundations vs. those controlled by companies and look at how the people leading and contributing to the project influence risk. The presentation will contain details about how to assess project policies, governance, security practices, adoption, and community dynamics that can impact the stability and overall success of a project. Throughout the presentation, there will be discussions about techniques for measurement and which collections of metrics might be appropriate for your evaluations. The audience will walk away with practical advice about how to strategically evaluate the viability of open source projects within their supply chain and assess the risks and rewards for their situation.

Speakers

Dawn Foster

Director of Data Science, CHAOSS

Dr. Dawn Foster works as the Director of Data Science for CHAOSS where she is also a board member / maintainer. She is co-chair of CNCF TAG Contributor Strategy and an OpenUK board member. She has 20+ years of experience at companies like VMware and Intel with expertise in community... Read More →

Wednesday June 26, 2024 11:35 - 12:05 BST
Westminster 4

Security

11:35 BST

Reference Data as a Service Using CDM - Marc Gratacos & Cristina Mendoza, TradeHeader; David Shone, International Swaps and Derivatives Association

ISDA & TradeHeader will demonstrate the use of APIs and the CDM to retrieve, validate, manage and use ISDA Floating Rate Option (FRO) reference data. Aided by a simple UI for demonstration, FRO ref data will be retrieved, visualised and interrogated. There will then be a demonstration of the use of such data to validate then calculate cashflows for an Overnight Interest rate Swap (OIS).

Speakers

Marc Gratacos

Managing Partner, TradeHeader

Marc has been involved with the derivatives industry since 2003 as consultant, business analyst and trainer, in a variety of projects implementing CDM, FpML, FIX/FIXML and ISO 20022. In 2011 he founded TradeHeader to help solve their data integration issues using open data standa... Read More →

Cristina Mendoza

Software Engineer, TradeHeader

Cristina Mendoza is a Software Engineer at TradeHeader. She focuses on user interface design, development, and testing for web services' implementations. While she was studying her Computer Engineering degree at Universitat Pompeu Fabra (Barcelona), she did her internship at TradeHeader... Read More →

David Shone

Director of Product, Data & Digital, International Swaps and Derivatives Association

David joined ISDA as Director of Product, Data & Digital in Q3 2023 focusing on the Common Domain Model (CDM). Working within internal teams, ISDA members and members of the open-source community at FINOS, David is responsible for looking at the strategic direction and roadmap for... Read More →

Wednesday June 26, 2024 11:35 - 12:05 BST
Plaza Suite 3

Sustainability/RegTech

12:05 BST

Lunch (Provided Onsite for All Attendees)

Wednesday June 26, 2024 12:05 - 13:05 BST
Sponsor Showcase (Plaza Suites 4 -13)

Registration/Breaks/Special Events

12:35 BST

Practical Steps for Tackling Bias in Software Engineering in the Age of AI - Prachi Kasodhan, Microsoft; Lee-Ann Sansom, NatWest Group; Jason Smith Publicis Groupe & Moderated by Rimma Perelmuter, The Linux Foundation

Diversity is a cornerstone of innovation, driving better outcomes in technology and innovation. Despite the known benefits, gender diversity and equity continue to pose challenges in software development in financial services and beyond. Open Source is a crucial space for addressing algorithmic fairness, and FSIs have an outsized influence on society, so focusing on this sector is set to be game-changing.
As the Open Source Foundation for Fintech and part of the Linux Foundation, FINOS has a strategic DEI initiative focused on how financial services & open source communities can best adapt to tackle these issues. Since launching in 2022, the DEI SIG has achieved strong momentum, increasing awareness and the participation of underrepresented groups at our annual & community events. For 2024, we have set further goals to create expanded SIG leadership and contributor opportunities, prioritize plans to develop, advance, and retain diverse talent, and ensure that FINOS projects and software development are inclusive and diverse.
Our panel will explore strategies and actions to foster meaningful participation, create inclusive environments, and address the biases that having non-diverse teams and skewed data can unintentionally drive into software applications and AI models. Drawing on the best practices of our members and AI fairness/accessibility experts, FINOS will share best practices on tackling bias around new Gen AI models and software to avoid bias, drive inclusion and ensure conformance to regulation such as the ethical and responsibility standards set forth in the AI Act and beyond. Equally, we will draw on FINOS' forthcoming AI and DEI work, bringing together FSIs and tech players to ensure that trust, inclusion, and safety are at the heart of AI and software development and raising the bar towards a more equitable and inclusive future in tech.

Speakers

Lee-Ann Sansom

NatWest Group

Jason Smith

Chief Digital Officer, Data & Commerce Practices,, Publicis Groupe

Jason has over 20 years of experience in starting, growing, and managing data & tech businesses. His focus at Publicis Groupe is on decision intelligence using AI. Prior to joining Publicis, Jason worked with two start-ups, one developing one of the first AI governance platforms the... Read More →

Prachi Kasodhan

Enterprise CTO, Microsoft

Prachi Kasodhan is a Data/AI and Digital Transformation Leader with over twenty years of experience across several aspects of the software business, from software development & engineering, enterprise program & portfolio management, data governance & digital transformation. At Microsoft... Read More →

Rimma Perelmuter

VP Strategic Growth - Finos, Linux Foundation

Rimma is a business leader specializing in ecosystem development, fundraising and digital responsibility. She thrives on collaborating with industry stakeholders on purpose-led initiatives which solve problems and leverage human-centric innovation to advance trustworthy technology... Read More →

Wednesday June 26, 2024 12:35 - 13:05 BST
Westminster 1+3

Featured Sessions

13:05 BST

EU's Cyber Resilience Act Repercussions in Open Source - Nick Peacock, Cloudsmith

The EU's Cyber Resilience Act (CRA) proposes stringent cybersecurity requirements for digital products, aiming to bolster security against cyberattacks. While it promises safer hardware and software, it also raises questions for Open Source contributors and organizations. Will they be liable for vulnerabilities in their code? Could this legislation stifle innovation or foster it? The final draft of the CRA removed the burdensome requirements on OSS contributors- a very near land mine for the OSS community. Join me in exploring these questions to understand how the CRA underscores the imperative for open source organizations to advocate for their interests in policymaking.

Speakers

Nick Peacock

Senior Director Customer Success, Cloudsmith

Nick has worked with software organisations across different industries to optimise and get the most out of their software. He currently heads up Customer Success at Cloudsmith, the only cloud native universal artifact management platform.

Wednesday June 26, 2024 13:05 - 13:19 BST
Westminster 4

Security, Lightning Talks

13:05 BST

Navigating the Security Landscape of LLMs: Insights from OWASP Top 10 - Nikita Koselev, Mastercard & Ivan Djordjevic, Salesforce

In the rapidly evolving AI field, Large Language Models (LLMs) like GPT and BERT drive applications from natural language processing to generative content, presenting unique security challenges highlighted by the OWASP Top 10 for LLM Applications. This talk will dissect critical security vulnerabilities specific to LLMs, using real-world scenarios to demonstrate how these can be exploited, including adversarial attacks and privacy breaches. Attendees will gain a comprehensive understanding of LLM security terrain, enhanced by live hacking demonstrations, showing the practical implications of theoretical vulnerabilities. Key Takeaways: - Deep insights into OWASP's top security vulnerabilities for LLMs. - The impact of these vulnerabilities on businesses and users, underlining the need for strong security measures. - Hands-on knowledge to defend against LLM-specific attacks, featuring live demo hacking techniques and their countermeasures.

Speakers

Ivan Djordjevic

Principal Security Advisor, Salesforce

Ivan is a security advisor at Salesforce where he works with customers across industries on security, compliance and privacy matters of cloud services. Prior to Salesforce, he was a Senior Manager at Deloitte cyber practice where he led strategy and delivery of large Enterprise Identity... Read More →

Nikita Koselev

Lead Developer, Mastercard

Nikita Koselev, an open-source enthusiast and fintech advocate, is passionate about leveraging technology for meaningful impact. With a keen interest in AI and cybersecurity, he focuses on creating innovative solutions while ensuring security and freedom through technology. Nikita's... Read More →

Wednesday June 26, 2024 13:05 - 13:35 BST
Westminster 2

AI/Emerging Tech

13:05 BST

Bringing FDC3 to Web Browsers - Kris West, Interop.io & Derek Novavi, S&P Global

There is a strong desire in the FDC3 community to bring FDC3 to web browsers and several vendors with products, but there's a problem… FDC3 began as an initiative to "develop specific protocols and taxonomies" to advance the ability of desktop applications in financial workflows to interoperate in a plug-and-play fashion, without prior bi-lateral agreements", and has largely succeeded! However, there are assumptions baked into current versions of FDC3 (e.g. the presence of a desktop container that can inject code into web apps, that web apps don't navigate to different URLs and become different apps, that the Desktop Agent knows the config and identity of each app a priori. To bring FDC3 to Web browsers, securely and without firms and app developers having to coordinate on using the same vendor libs, rather than just the open-source FDC3 library, those assumptions need to be reevaluated and additions made to the FDC3 Standard. The 'FDC3 for Web Browsers Discussion group' has worked hard on those additions. This talk provides an overview of proposed changes to enable web apps that can run in any Desktop Agent, whether it was designed to run in a browser or a container.

Speakers

Kris West

Director, Consulting Services, interop.io

Dr Kris West leads the consulting service at interop.io, which works to accelerate the adoption of tools for interop in Financial Services, including both the io.Connect product line and its associated FDC3 Desktop Agent. Kris has served as the lead maintainer for the FDC3 Standard... Read More →

Derek Novavi

Director (Frontend Arthitect), S&P Global

Derek Novavi is a frontend architect at S&P Global, a world-leading provider of financial information services. Derek has represented S&P Global on the FDC3 Standard Working Group since 2022, championing the evolution of the standard for web-based platforms to enable container-agnostic... Read More →

Wednesday June 26, 2024 13:05 - 13:35 BST
Plaza Suite 1

FDC3/Frontend

13:05 BST

Positioning Open Source at the Core of the Climate Loss & Damage Funding Mechanism - Richard Clark, Ortec Finance & Matthew Sandoe, The Linux Foundation

As extreme weather becomes more frequent and severe, climate-related damages will increase, particularly within the least resilient economies that typically have the lowest carbon footprint. COP27 saw the framing of the UN’s Loss & Damage (L&D) fund to compensate for damage stemming from climate change. This presentation will outline Ortec Finance’s practical approach towards how the L&D could be executed to allow funding to commence and the important role open source could play in such an intertwined and complex resolution, showcasing Open Source Climate (OS-Climate) as an example of community collaboration in the field of physical climate risk and resilience. The ideas are developed in a recent Nature Comment: Climate loss-and-damage funding: a mechanism to make it work (nature.com, https://www.nature.com/articles/d41586-023-03578-2)

Speakers

Matthew Sandoe

OS-Climate Physical Climate Risk Lead, The Linux Foundation

Matt has worked in a diverse range of innovative environments spanning government funded entrepreneurial schemes and food sector R&D, through to gaining >25 years senior experience in financial risk management, most recently as a climate risk manager at BNP Paribas bank. Matt is currently... Read More →

Richard Clarke

Acute Physical Risk and Climate Specialist, Ortec Finance

Richard is the key developer of ClimatePREDICT, Ortec Finance's extreme weather physical risk modelling tool used in financial modelling. He has >10 years of climate science experience and is a Fellow of the Institution of Chemical Engineers with a wide industrial and R&D background... Read More →

Wednesday June 26, 2024 13:05 - 13:35 BST
Westminster 1+3

Featured Sessions

13:05 BST

FinOps Excellence, Strategies, and Open Source Tools for Mastering Cloud Cost Optimization - Rupal Shirpurkar, Click2Cloud Inc

In this cloud-centric era, businesses are drawn to the flexibility of cloud computing, but managing costs poses challenges. The session, "FinOps Excellence, Strategies, and Open Source Tools for Mastering Cloud Cost Optimization," guides you through future-proof solutions, open-source tools, and the transformative power of Financial Operations (FinOps). Let's dive deep into key strategies for cloud cost optimization, leveraging cloud services, and embracing FinOps. Know FinOps' role as the financial planner for cloud projects, focusing on core principles such as benchmarking, accountability, cultural shift, and data management. Explore AI's crucial role in cost optimization for predictive analytics, anomaly detection, and automation, and get insights into building a strong foundation to address FinOps adoption challenges. Real-world case studies will illustrate organizations achieving cost savings and cloud efficiency through FinOps. The session aims to encourage attendees to embark on a cost-saving adventure in FinOps, aligning cloud spending with strategic goals and equipping them with knowledge and tools for successful cloud cost optimization.

Speakers

Rupal Shirpurkar

Rupal Shirpurkar, Business Head (Cloud BU), Click2Cloud Inc., Click2Cloud Inc

As Click2Cloud's Business Head for Product & Strategy, Rupal cultivates global relationships with Microsoft, Alibaba, Huawei, T-Systems, & SoftBank, driving Go-To-Market initiatives for enterprises. Passionate about strategy & Open Source community, she leads Outreach Committee at... Read More →

Wednesday June 26, 2024 13:05 - 13:35 BST
Plaza Suite 2

Hot Topics

13:05 BST

Unlocking Value: Navigating Open Source Contribution in Finance - Chris Howard & Kateryna Nasardinova, EPAM Systems

Join to hear how EPAM’s OSPO, our clients and wider enterprises are navigating the open source landscape, realizing the significance of contribution over consumption, and the importance of business aligned metrics. We’ll share our experiences, key findings, positive and negative, as well as strategies for deriving tangible value from open source involvement, tailored specifically for the financial and regulated industries. The talk will present a roadmap of open source contribution highlighting how leveraging data-driven approaches, to understand and adapt open source maturity, is a sure-fire way to inform decision-making, elevate your development prowess, and propel your organization towards innovation and a more collaborative culture. In particular, for organizations hesitant or inexperienced in open source contribution, this session will offer a transformative perspective on the impact that active participation can have on business success. We’re excited to share how overcoming barriers, embracing open and leveraging metrics to quantify the value derived from open source involvement can support your enterprise.

Speakers

Chris Howard

Head of the Open Source Program Office, EPAM Systems

Chris has 15 years’ experience consulting for varied organisations in delivering their digital transformation programmes. At EPAM he is Head of the Open Source Program Office supporting employees and clients with their consumption, contribution and maturity in Open Source. He regularly... Read More →

Kateryna Nasardinova

OSPulse Product Owner, EPAM Systems, EPAM Systems

Kateryna has +7 years of experience as a Product Owner and Business Analyst for various software development projects. Within her role at EPAM, she acts as a Product Owner in the Open Source Program Office, where she is responsible for the development and promotion of a series of... Read More →

Wednesday June 26, 2024 13:05 - 13:35 BST
Park Suite 4+5

Open Source Readiness

13:05 BST

Strategic Investments: CDM for Sustainable Data Infrastructure - Alan Shannon, Premialab

PremiaLab's choice to implement the Common Domain Model (CDM) was driven by practical needs: a flexible data model, efficient management of derivative products, and improved integration with our partners. This talk will outline the straightforward benefits we've seen from adopting CDM, including enhanced operational flexibility, the ability to handle a wide range of derivative products, and easier collaboration with our ecosystem. We'll share insights into how CDM has supported faster innovation and streamlined processes within our organization. Join us to learn about the tangible advantages CDM offers and its role in simplifying complex financial operations.

Speakers

Alan Shannon

Head of Technology Solutions, Premialab

Alan is a seasoned technology leader with 20+ years in digital transformation and operational excellence across the investment banking sector. Spearheading multimillion-pound initiatives in technology change, pricing and regulatory compliance in the UK, Europe, and the US, he's known... Read More →

Wednesday June 26, 2024 13:05 - 13:35 BST
Plaza Suite 3

Sustainability/RegTech

13:21 BST

Supply Chain Security for Financial Services - Rhyddian Olds, Citi

Join this panel to find out how defining a standard and conformance framework around supply chain security may help enterprises evidence that they are meeting supply chain risk and support vendors with rollout and adoption of security products and services.

Speakers

Rhyddian Olds

Director, Open Source Programs Office, Citi

tbc

Wednesday June 26, 2024 13:21 - 13:35 BST
Westminster 4

Security, Lightning Talks

13:45 BST

Building and Running a Scaling, Enterprise FinLLM Using OSS and Accelerated Computing - Jochen Papenbrock, NVIDIA

In this talk, Jochen presents various OSS tools from NeMo LLM Framework that can be leveraged on an accelerated computing platform for building scaling, enterprise-ready (Financial) LLMs with outstanding performance, accuracy, stability and guardrailed trustworthiness. Initial step is to select one of the best community-build LLMs like Llama, Falcon, Mixtral or Nemotron. Next steps is to use tools for model customization, retrieval augmented generation, and guardrailing. Then, the model will be deployed with an inference platform that is optimized for throughput and scale. Input data can be tokenized, curated, and deduplicated at scale.

Speakers

Jochen Papenbrock

Dr. Jochen Papenbrock, Head of Financial Services EMEA, NVIDIA, NVIDIA

Jochen has spent the last 25 years in various roles on the topic of AI in financial services, as a thought leader, implementer, researcher, and ecosystem shaper. He works with executives, data scientists, developers, partners, and communities in the global NVIDIA ecosystem. At NVIDIA... Read More →

Wednesday June 26, 2024 13:45 - 14:15 BST
Westminster 2

AI/Emerging Tech

13:45 BST

Deploy Your AI/ML Model to the Cloud Using Open Source Software - Florenz Hollebrandse, J.P. Morgan Chase & Co.

Large financial institutions typically deploy their IT services across a number of private and public cloud providers. This asks for a platform-agnostic design of software applications to minimize the amount of rework required to migrate services between platforms. This applies to AI/ML models deployed for inference as much as any other software. In this presentation, we present an innovative framework ("inference-server") to streamline the deployment of an AI/ML model to the cloud. The framework is published by J.P. Morgan Chase at https://github.com/jpmorganchase/inference-server The framework abstracts the cloud infrastructure and connectivity aspects through a simple plugin system. This requires an ML software engineer to define an ML model as 2 functions only: 1) to load the model in memory and 2) to invoke that loaded model for a given set of input features. These 2 functions are then added to a Docker container image along the inference-server framework. This approach leads to a very modular design where an AI/ML model can be trivially tested in a development environment. If required the model could be deployed and accessed from any cloud computing platform.

Wednesday June 26, 2024 13:45 - 14:15 BST
Westminster 1+3

Featured Sessions

13:45 BST

The NatWest Group Distinguished Engineer Program - A FINOS Member Collaboration with Red Hat - Chris Booth, NatWest Group & Anthony Kesterton, Red Hat

Join us at the FINOS Open Source in Finance Forum as we delve into a collaboration between NatWest and Red Hat that culminated in the NatWest Group Distinguished Engineer program. Discover how this initiative crafted a robust framework for engineering assessment, an agile operating model, and resulted in ongoing collaboration amongst a selected cohort of NatWest Group Distinguished Engineers. This program not only provides an engineering career framework that could potentially be adopted by the financial services industry, but also showcases how collaborative FINOS members can drive innovation and excellence in the financial industry.

Speakers

Anthony Kesterton

Principal Solution Architect, Red Hat

Chris Booth

NatWest Group Head of Engineering Practice, NatWest Group

Chris Booth is NatWest Group Head of Engineering Practice with a multi year career spanning strategic consultancies, the financial services industry and NatWest Group engineering leadership.

Wednesday June 26, 2024 13:45 - 14:15 BST
Plaza Suite 2

Hot Topics

13:45 BST

Inner Source at Citi - Katrina Novakovic, Citi

This session will share Citi's experiences of: • Architecting your inner source program - how to decide which projects to include • How inner source actually adds value - how collaborating in teams rather than silos improves productivity and the developer experience at Citi • Common challenges – getting users/contributors, poor quality contributions… • How inner source prepares you for open source contribution

Speakers

Katrina Novakovic

Open Source Culture Lead, Citi

Katrina has worked with organisations globally across different industries to strategically use and contribute open source software and methodologies and to establish communities. She is passionate about fostering open source development as a standard working practice and strives... Read More →

Wednesday June 26, 2024 13:45 - 14:15 BST
Park Suite 4+5

Open Source Readiness

13:45 BST

Open Source – the Digital Operational Resilience Act (DORA) – ISO 18974 - Katharina Grauf, PwC Germany & Marcel Scholze (DE), PwC

This talk highlights the latest regulatory requirements for OSS management in the financial sector, emphasises the importance of implementation and introduces guidelines, with a focus on ISO 18974. Security incidents over the past years have shown the consequences of vulnerabilities within the OSS ecosystem and painfully exposed that many organisations are still not adequately managing the security of OSS. In this regard, financial institutions are exposed to a high risk, as they are not only part of the critical infrastructure but also of a complex supply chain within the interbank market. Regulators react to the increasing cyber security risks, e.g. by the "US Executive Order on Improving the Nation's Cybersecurity" and EU "Cyber Resilience Act (CRA)" and the "Digital Operational Resilience Act (DORA)". Organisations are now facing the challenge to implement measures for OSS security management to mitigate those risks, but also to fulfil legal requirements, avoid penalties and meet their customers' demands for transparency. ISO 18974 provides valuable guidance on the measures to be taken and thereby increase security within the software supply chain.

Speakers

Katharina Grauf

Manager, PwC Germany

Katharina Grauf is a Manager within the Open Source Services team at PwC Germany and is specialized in OSS Management and the design and implementation of respective governance systems. She has relevant expertise in the assessment and implementation of ISO conformant processes for... Read More →

Marcel Scholze

Head of OSS Services, PwC

Marcel Scholze is a computer scientist and has more than 20 years of experience in the IT sector. 2007 Marcel joined PwC and since then has been involved in consulting and audit projects in the field of IT sourcing and Open Source Software. Today he is a Director at PwC and the Head... Read More →

Wednesday June 26, 2024 13:45 - 14:15 BST
Westminster 4

Security

13:45 BST

Open Risk Engine – Financial Instruments Pricing and Risk Analysis - Roland Stamm, Acadia - An LSEG Business

Acadia proposes to present the Open-Source Risk Engine (ORE), an open-source framework for derivatives pricing and risk analytics. The session is intended to provide attendees with an overview of ORE from a technical and practical implementation perspective. With quarterly updates and over 150 financial institutions utilising ORE on a daily basis, this presentation will be extremely useful and informative for the audience. We will provide delegates with an insight in ORE and how it is being deployed for free by financial institutions across a range of use cases including model validation, market risk analytics such as sensitivities and VaR calculations, credit risk analytics to compute xVAs and exposures, benchmarking and backtesting. ORE can be used for Balance Sheet valuation, credit exposure simulation, derivatives valuation, value adjustments, CSA pricing and market risk and it is fully extensible. We welcome the opportunity to share practical examples where ORE is being used alongside the support and training materials that are available for the community to leverage. Further information can be found on https://www.opensourcerisk.org/

Speakers

Roland Stamm

Partner, Acadia Quantitative Consulting, Acadia - An LSEG Business

Roland is a senior Risk Management professional with extensive experience in wholesale banking management including Market and Credit Risk, pricing and risk management of complex financial products. Roland complements his work with research in the Mathematical Finance area. Roland... Read More →

Wednesday June 26, 2024 13:45 - 14:15 BST
Plaza Suite 3

Sustainability/RegTech

14:25 BST

How FDC3 Is Revolutionising the Integration Dynamic - Ben Jefferys, Genesis Global

FDC3 is changing the way we compose applications and promises to deliver some amazing value and agility to our clients. Developers use the Genesis platform to rapidly build visually stunning and functionally rich capital market applications. Historically, the impedance to clients maximising the value of this software has been the integration with the complex legacy estate. Genesis provides a toolbox of capital market integrations but we still find a significant part of the cost, duration and risk of a project comes from the tedium of plumbing systems together. FDC3 is promising to turn this paradigm on its head. In this session we will show how Genesis and our clients are constructing discrete but valuable components rather than monolithic applications using FDC3 and how this impacts all aspects of software delivery. We will also talk about how are applying the lessons learnt from many years of financial systems integration in the slightly different context of desktop interoperability.

Speakers

Ben Jefferys

Head of Sales Engineering at Genesis Global, Genesis Global

Ben is a trading systems and connectivity specialist with over 25 years’ experience in leadership, front office and technical roles located in both the UK and Australia. Prior to joining Genesis, Ben led the UK Trading business at IRESS after the acquisition of Proquote from the... Read More →

Wednesday June 26, 2024 14:25 - 14:55 BST
Plaza Suite 1

FDC3/Frontend

14:25 BST

What Does Open Source Contribution Look Like in Different Financial Organisations - Panelists To Be Announced; Moderated by Rhyddian Olds, Citi

Join this panel of financial services leaders to hear how their developers approach open source contribution and tackle the challenges that arise. You’ll also have the opportunity to ask your own questions to the panel.

Speakers

Rhyddian Olds

Director, Open Source Programs Office, Citi

tbc

Wednesday June 26, 2024 14:25 - 14:55 BST
Westminster 1+3

Featured Sessions

14:25 BST

Building Collaborative and Vibrant Financial Services Engineering Communities - James McLeod, NatWest Group

Dive into the dynamic world of financial services and open source community building with James McLeod, NatWest Group Open Source Program Lead. Drawing from his experience building engineering communities at React London - Bring Your Own Project, London.JS, Lloyds Banking Group and FINOS, James has sculpted thriving ecosystems that drive innovation and collaboration. Join us at the FINOS Open Source in Finance Forum to unravel the secrets behind James' success in fostering vibrant communities that redefine the intersection of finance and technology. Explore the power of community-driven development and the future collaboration will play in building Open Source and InnerSource at NatWest Group.

Speakers

James McLeod

NatWest Open Source Program Lead, NatWest Group

Open Source Program Lead at NatWest Group - London.JS & Big Boost Mondays Founder - “Open Source, Opens Doors” 🌈💻✨

Wednesday June 26, 2024 14:25 - 14:55 BST
Park Suite 4+5

Open Source Readiness, Lightning Talks

14:25 BST

Exploring a Risk Approach to Software Supply Chain Security - Abdullah Garcia, J.P. Morgan

Throughout the presentation, I dive into software supply chain attacks and explain how they unfold incrementally. By understanding the latter, attendees will learn how to analyse their firms' internal processes for software ingestion, integration, and testing to account for Supplier Risk both during and after deployment. Attendees will also understand how the risk-based model can respond to software supply chain attacks even when they are not detected until later in the internal software supply chain, and gain critical insight into the kinds of changes needed in their organisations' internal processes and software tools to support this approach.

Speakers

Abdullah Garcia

Senior Lead Cybersecurity Architect, J.P. Morgan

Experienced security engineer and architect with over ten years of successful design and delivery of high-quality solutions across a broad range of industry sectors.

Wednesday June 26, 2024 14:25 - 14:55 BST
Westminster 4

Security

14:25 BST

Compliance Framework - An Open Source OSCAL Compliance Automation Framework - Ian Miell, Container Solutions

The Compliance Framework is an open source project Container Solutions has started that seeks to both automate and improve real-time visibility of an organisation's audit and compliance position. Building on open standards such as OSCAL and Common Cloud Controls (CCC), we seek to leverage the help of the community to: - Reduce the toil of regular control audits - Enable compliance teams with real-time reporting and alerting on compliance status - Get organisations ready for DORA This project was borne out of frustration with the amount of unnecessary and repeated manual work still performed in controls and compliance audit, and the piecemeal and self-serving approaches of the many proprietary tools emerging in this space. It seeks to build on the open approaches of OSCAL and CCC standards out into practical implementation. This talk introduces the work completed so far, the architectural roadmap, and the people already involved. The longer term goal is to donate this work to the community, as Container Solutions has done with the Kubernetes Java SDK, and the External Secrets Operator. To this end this talk seeks to recruit others at FINOS and elsewhere to the cause.

Speakers

Ian Miell

Partner, Container Solutions

Ian Miell has over twenty-five years' software experience consulting on, writing, running, architecting, and maintaining software and infrastructure for dozens of businesses from multinational banks to small enterprises. He has written the books on Docker, Bash, Git, and Terraform... Read More →

Wednesday June 26, 2024 14:25 - 14:55 BST
Plaza Suite 3

Sustainability/RegTech

14:55 BST

Break & Networking

Wednesday June 26, 2024 14:55 - 15:25 BST
Sponsor Showcase (Plaza Suites 4 -13)

Registration/Breaks/Special Events

15:25 BST

Human-AI Collaboration: Best Practices from Beyond Finance - Auste Simkute, University of Edinburgh

AI revolutionizes many fields, yet its success hinges on expert trust and effective interaction. This talk explores key lessons from journalism, life science, and healthcare about building explainable and human-centric AI. Discover: How journalists use AI to maintain control over news analysis amidst information overload. Principles from life science on ensuring complex AI models remain interpretable for decision-making. How healthcare experts collaborate with AI while adhering to strict regulations. Key Takeaway: Learn how these strategies can inspire new approaches to AI in Financial Services (FSI), addressing explainability, expert input, and responsible use. Leave equipped with insights to promote open-source AI development that empowers experts in FSI.

Speakers

Auste Simkute

Human-AI Interaction Researcher, University of Edinburgh

I completed my Ph.D. in design with the thesis ‘Reimagining Explainability in Expert Contexts: Setting Foundations for Effective expert-AI Interactions through Design and Collaboration.’ I am currently working with Microsoft, researching pathways for effective interaction between... Read More →

Wednesday June 26, 2024 15:25 - 15:39 BST
Westminster 2

AI/Emerging Tech, Lightning Talks

15:25 BST

Open Source Software Supply Chain Security - Cephas Paul Edward, Goldman Sachs

Choosing between Open source vs proprietary for enterprise solutions has always been a battle of pros and cons of both the paradigms. Though open source promises to generally boost flexibility, agility and happens to be cost-effective as well, there are increased concerns around the trust worthiness of Open source components. Due to the nature of open source components, the surface area of potential attacks are also relatively high especially when these are employed by financial firms. These become hotspots for attackers to gain access to sensitive data. Thus, the problem statement reduces to a "supply chain" problem. This presentation provides an insight into exploitation methods employed by attackers specifically in the context of Open source components (with specific focus on Supply Chain attack), risk identification and mitigation strategies (Secure SDLC practices with focus on Supply chain security). In order to effectively identify relevant risk(s), it is important to defend the OSS components through out the lifecycle.The presentation also focusses on best practices which includes a novel approach to ensure OSS maturity via a checklist and appropriate control gates.

Speakers

Cephas Paul Edward

Vice President, Goldman Sachs

Wednesday June 26, 2024 15:25 - 15:39 BST
Westminster 4

Security, Lightning Talks

15:25 BST

Everything LTS. A New Approach to Open Source Security and Compliance - Mark Shuttleworth, Canonical

How can a company enable its developers to use any upstream open source, and remain confident it can close all the CVEs in that stack? Mark will present a new approach to open source maintenance and the open source supply chain, developed in partnership with major clouds and silicon providers to underpin their fast-moving enterprise AI offerings. The extraordinary breadth of innovation available as open source comes with the risk of unmaintained and unauditable systems. Our approach aims to give the widest freedom to institutional developers, while supporting the CISO in their mission to ensure security of the estate. Building on the latest ideas in distroless containers, the result is a significant leap forward for those who need the latest open source with long term maintenance and compliance commitments.

Speakers

Mark Shuttleworth

CEO, Canonical

Mark is the founder and CEO of Canonical, the company that delivers and maintains the majority of the open source on the public cloud.

Wednesday June 26, 2024 15:25 - 15:55 BST
Westminster 1+3

Featured Sessions

15:25 BST

Unlocking Innovation: How NatWest Bank Uses Cloud Native Tools to Deliver Platform as a Product - Chris Plank, NatWest Bank & Derik Evangelista, Syntasso

The CNCF Platforms WG places platform product management at “Level 3 - Scalable” in their platform maturity model reinforcing that treating internal platforms as products is a key tenet of modern platform engineering. Natwest Group has been growing this capability within their Hosting Solutions team and this talk will cover the why, what and how of that experience. By bringing together a cross-functional team and working with experts in the Platform Engineering domain, the team has focused on choosing the right open source tools for the job and enabling co-creation of capabilities. This talk will describe how they have focused on a GitOps approach and incorporated a range of tools including Kubernetes, Backstage, Flux and other open source technologies to define a set of patterns and enable platform users to have a seamless developer experience across the Banks Private and Public Clouds. The speakers will describe the progress made so far, the lessons learned along the way and the next steps for driving innovation further.

Speakers

Derik Evangelista

Principal Software Engineer, Syntasso

Derik is a Principal Engineer currently working at Syntasso to enable platform teams to build the secure, scalable and usable platforms. In the past few years, Derik spent copious amounts of time fine tuning pipelines, services APIs, and managing engineering teams. Outside of work... Read More →

Chris Plank

Enterprise Architect, Evangelist and Joint Product Owner for Platform as a Product, NatWest Bank

Chris Plank is a Enterprise Architect working for NatWest Bank in Edinburgh, Scotland. He has been leading a Platform as a Product initiative within the Bank over the last year looking to radically change the Banks approach to provisioning and maintaining services. Outside of work... Read More →

Wednesday June 26, 2024 15:25 - 15:55 BST
Plaza Suite 2

Hot Topics

15:25 BST

If You Build It, They Will Come. Creating an Engineering Culture That Thrives on Strategic Open Source - Nick Penston & Neil McGonigle, Fidelity Investments

Creating an engineering culture that thrives on strategic open source contributions In the dynamic landscape of financial services technology, open source contribution has become a critical enabler for innovation. But open source development takes a complete shift in engineering culture. So how do you successfully drive that change in a large enterprise? By focusing on developing a culture of continuous learning and engineering excellence, Fidelity Investments has matured from the early days of basic contributions to current-day delivery of strategically important features. In this session, you will gain insight into the comprehensive framework used to build our open source community from the ground up. We will share the challenges we faced and give practical examples of how you can apply this model to your organisation. And finally, you will gain insight into how to measure success at each stage of your journey,

Speakers

Neil McGonigle

Director of Cloud and Platform Engineering at Fidelity Investments, Fidelity Investments

An experienced Leader and Cloud/Cyber Technologist with extensive experience empowering and leading highly performing teams across multiple geographies. I’m passionate about enabling engineering excellence, innovation and collaboration to deliver amazing experiences to our partners... Read More →

Nick Penston

SVP of Cloud Engineering / Head of Cloud Engineering, Fidelity Investments

Nick Penston is Senior Vice President of Cloud Engineering, in Cloud and Platform Engineering (CAPE). Nick joined Fidelity in January 2014 and has worked across the organisation to support the mission of enabling Fidelity to safely and securely adopt cloud at scale. He now leads Cloud... Read More →

Wednesday June 26, 2024 15:25 - 15:55 BST
Park Suite 4+5

Open Source Readiness

15:41 BST

Secure GPT Code: Innersource Code Assistant - David Graça, AXA

In today's financial market, data and code control are critical for success. However, dealing with sensitive data and a highly regulated market can be challenging. To address this, we decided to create an innersource VSCode extension that would give us complete control over our data and code while improving developer productivity and satisfaction. We designed this extension from day one to be innersource and deployable globally across our company. Our solution leverages our own ChatGPT based on Azure OpenAI, called SecureGPT, to provide an intuitive and easy-to-use interface for developers. As we are still experimenting with this technology, we have involved testers from across our tech teams to provide feedback and help us improve the extension. In this session, I will show you what we have built, why we chose to make it innersource from the beginning, and share some of the return of experience from our users. Join us and learn how we are using innersource and AI to improve developer productivity and satisfaction while maintaining complete control over our sensitive data and code. Leave no Dev behind, and let's build the future of finance together!

Speakers

David Graça

Developer Experience Lead, AXA

David Graca is a seasoned software engineer with over a decade of experience in software development, cloud computing, and data warehousing. Currently working at AXA, one of the world's leading insurance companies. He is a pragmatic problem-solver who enjoys working with cross-functional... Read More →

Wednesday June 26, 2024 15:41 - 15:55 BST
Westminster 2

AI/Emerging Tech, Lightning Talks

15:41 BST

OpenSSF Security Insights: Empower Your GovOps - Luigi Gubello, Pitch

Discover the OpenSSF Security Insights specification, redefining open-source project security standards and compliance through automation and measurement. This specification provides a concise, machine-readable overview of project security, simplifying both human interpretation and automated processing. The specification helps security engineers and developers to have a project overview, standardizes attestation related to policies and licenses, and makes enables measurable information collection for open-source artifacts. This missing capability is essential for anyone creating software for highly regulated industries. Come explore the value of this open specification and the ecosystem that is quickly growing around it.

Speakers

Luigi Gubello

Senior Security Engineer, Pitch

Security Engineer. Sometimes I try to hack stuff. Investigated by the authorities due to an SQL injection, financed by the powers that be, someone said.

Wednesday June 26, 2024 15:41 - 15:55 BST
Westminster 4

Security, Lightning Talks

16:05 BST

Securing GenAI in Finance: Practical Governance... but for Real - Vicente Herrera, Control Plane

In finance, leveraging AI can offer tremendous benefits, but it also has high risks that demand security excellence. Several regulations, classification of threats and risks, mitigation guidelines, and best practices have been created to assist in that. Yet, despite these well-intentioned recommendations, they leave us with the question: How exactly do we implement these measures? During this session, Vicente Herrera will present a practical security governance architecture for GenIA, focusing on financial institutions and open source. Through a model project, he will demonstrate threats, aligning them with the OWASP Top-10 and MITRE ATLAS classifications. Then, he will show how open-source tools and techniques can effectively mitigate these risks. Live demonstrations will showcase the consequences of implementing or neglecting these mitigations, where they must be in place, and why they are important.

Speakers

Vicente Herrera

Control Plane

Principal Consultant at Control Plane, specialized in Kubernetes and cloud cybersecurity for fintech organizations. Maintainer for project FINOS Common Cloud Controls, defining a vendor independent cloud security framework. Lecturer at Loyola University in Seville for Master on Data... Read More →

Wednesday June 26, 2024 16:05 - 16:35 BST
Westminster 2

AI/Emerging Tech

16:05 BST

Advancing Inclusivity in Fintech: The A11Y Theme Builder, a FINOS Project - Cody Zuschlag, Nearform

Unveil the potential of the A11Y Theme Builder, a pivotal FINOS project, revolutionizing accessibility in fintech and beyond. This open-source tool is specifically engineered to ensure digital platforms, especially within financial institutions, start with and maintain stringent WCAG compliance, addressing the sector's urgent need for inclusive design. Discover how the Theme Builder streamlines the creation of accessible, user-friendly applications, facilitating compliance and enhancing customer reach. We'll delve into its capabilities for automating design systems, ensuring financial services are accessible to a diverse audience, and expediting the development process. Learn about its broader implications, extending far beyond fintech, to foster universal digital inclusivity. Join us to explore how integrating this tool can transform your development workflow and contribute to a more inclusive digital ecosystem.

Speakers

Cody Zuschlag

Staff Developer Relations Engineer, Nearform

With a clear focus on open-source solutions, Cody is deeply committed to shaping technology for the greater good. Embarking on the international speaking circuit in 2022, he has championed the benefits of full-stack and decentralized applications, underscoring the significance of... Read More →

Wednesday June 26, 2024 16:05 - 16:35 BST
Plaza Suite 1

FDC3/Frontend

16:05 BST

The War for Tech Talent /Tech Skills Shortage - Speakers To Be Announced

PANEL DISCUSSION: – the nearshore/offshore/digital nomad options now available (including Ghana) - panel discussion Introducing & discussing this research and its impact on FINOS members: https://www.kornferry.com/insights/this-week-in-leadership/talent-crunch-future-of-work

Wednesday June 26, 2024 16:05 - 16:35 BST
Westminster 1+3

Featured Sessions

16:05 BST

Keep CALM and Carry on Approving Change - Matthew Bain & Aidan McPhelim, Morgan Stanley

Automating Architecture Approval Processes with the Common Architecture Language Model The balance between rapid software development and maintaining high security and compliance standards is a critical challenge for financial institutions. The Common Architecture Language Model (CALM) offers a novel solution, embodying the principles of Architecture as Code (AasC) to automate architecture approvals. This presentation will delve into how CALM can drastically reduce approval times while ensuring strict adherence to security policies and risk management protocols. Attendees will explore the functionalities of CALM, its application in automating API approvals, and the significant benefits for system architecture design and maintenance. Presentation Highlights * CALM and the Shift to Architecture as Code * Automating API Gateway Approvals with CALM * A closer look at CALM's JSON Meta Schema and associated vocabulary. * The Advantages of Automation * How the architecture and developer community can contribute to and leverage CALM for future projects.

Speakers

Aidan McPhelim

Software Engineer, Morgan Stanley

Aidan McPhelim is a software engineer who has been working at Morgan Stanley for the last few years in Morgan Stanley's API Program. Aidan has taken a keen interest in front end development, working on Open Source projects such as the MessageBroker.

Matthew Bain

Distinguished Engineer, Morgan Stanley

Matthew Bain leads Architecture, DevOps and Modernization for Prime Brokerage & Securities Finance Technology at Morgan Stanley and has worked in Technology across the Finance industry for over 20 years. Matthew has been interested in computers since he was a child, starting from... Read More →

Wednesday June 26, 2024 16:05 - 16:35 BST
Plaza Suite 2

Hot Topics

16:05 BST

Enabling NatWest Group's Open Source Contribution with Git Proxy - Miklos Sagi, NatWest Group & Jamie Slome, Citi

Join NatWest Group at the FINOS Open Source in Finance Forum to explore how NatWest intends to empower its engineers to contribute to open source through the innovative use of Git Proxy, a collaborative project contributed to FINOS by Citi. Delve into NatWest's strategic plans to implement open source practices, enabling enhanced collaboration, security, and efficiency within their open source contribution processes. The talk will demonstrate how financial services engineers can further develop and contribute to Git Proxy through FINOS to help grow the project's community and further accelerate financial services open source. Discover firsthand the anticipated impact of leveraging Git Proxy on NatWest's development processes and the broader implications for fostering a culture of open source excellence within the financial sector.

Speakers

Jamie Slome

Open Source Operations Lead, Citi

Jamie Slome joined Citi in November 2022 as Operations Lead for Citi’s Open Source Program Office (OSPO). He is responsible for implementing developer tooling that enables Citi’s open source contribution initiatives, namely Git Proxy.Prior to this, he co-founded and served as... Read More →

Miklos Sagi

NatWest Lead Principal Engineer and OSPO Engineering Lead, NatWest Group

Miklos is an engineering and community Lead, with a strong track record of success in providing strategic leadership of various technology platforms across the UK financial services sector. Mikos is recognised for his ability to set vision, strategies, roadmaps, budget and organisational... Read More →

Wednesday June 26, 2024 16:05 - 16:35 BST
Park Suite 4+5

Open Source Readiness

16:05 BST

OS-Climate: A Data-Driven Open Source Approach to Climate-Aligned Finance Investing - Vincent Caldeira, Red Hat

LF OS-Climate (OS-C) is a breakthrough initiative creating a transparently governed public utility of open data and open source tools for climate-aligned finance investing, business, and regulation. This session explores the launch of a global open-source collaboration to create the most potent tool for data-driven decisions in transition strategies, investments, new technologies, and policies. We will present OS-C's comprehensive technical infrastructure and methodologies, fostering the development of open data products that address the challenges of climate transition. A critical focus will be the Data Mesh architecture, pivotal for federating diverse climate data sources and achieving Net Zero objectives. Additionally, we'll introduce a new open data product, essential for financial institutions to disclose quantitatively the degree of alignment/non-alignment to Paris goals of the $87 Trillion in sovereign bonds making up about a third of all pension fund and insurance investments globally, a vital step for the Net-Zero Asset Owner Alliance (AOA) and Glasgow Financial Alliance for Net Zero (GFANZ) members towards realigning commitments to Net Zero.

Speakers

Vincent Caldeira

CTO APAC, Red Hat

Vincent Caldeira, CTO of Red Hat in APAC, is responsible for strategic partnerships and technology strategy. Named a top CTO in APAC in 2023, he has 20+ years in IT, excelling in technology transformation in finance. An authority in open source, cloud computing, and digital transformation... Read More →

Wednesday June 26, 2024 16:05 - 16:35 BST
Plaza Suite 3

Sustainability/RegTech

16:45 BST

Emerging Technology in Open Source - Keith O'Donnell, Feynic Technology

Join me for a dynamic exploration into the power of community-led innovation in today's tech landscape. In this talk, we dive deep into how emerging technologies like AI, DLT, and Telecommunications are shaping our world. Discover how collaborative efforts, spearheaded by Zenith (the Emerging Technology special interest group), are breaking down barriers in understanding, implementing, and commercializing cutting-edge technologies. Through captivating examples and real-world case studies, you'll gain insights into how community-driven initiatives are driving progress in the fast-paced realm of horizon tech. Don't miss this opportunity to uncover the secrets behind successful tech adoption and transformation. Let's navigate the future together!

Speakers

Keith O'Donnell

Managing Director, Feynic Technology

Keith excels in commercializing emerging technologies for founders and investors. He currently chairs the Zenith Emerging Technology special interest group. Passionate about sharing his vision, he thrives on innovation and turning ideas into reality.

Wednesday June 26, 2024 16:45 - 17:15 BST
Westminster 2

AI/Emerging Tech

16:45 BST

The Dark Side of Interoperability? Security and Identity in FDC3 - Nick Kolba, Connectifi

The growth in adoption of the FDC3 interoperability standard has increasingly thrown a spotlight on issues of security and identity. Connecting systems and reducing friction for the sharing of information inherently increases the surface area for vulnerabilities. This talk will take a deep dive into these security risks and discuss how we can maintain balance between interoperability and security and the role of both standards and implementation in getting us there.

Speakers

Nick Kolba

CEO, Connectifi

Nick Kolba started working on interoperability in finance at Reuters, where he co-invented the CCF protocol which became the backbone of interop in the Thomson Reuters Eikon platform. From there, Nick went on to lead the creation of the FDC3 standard at OpenFin and chair the group... Read More →

Wednesday June 26, 2024 16:45 - 17:15 BST
Plaza Suite 1

FDC3/Frontend

16:45 BST

A Silver Bullet for Software Engineering? - Paula Paul, Greyshore Associates

The essay "No Silver Bullet" was first published by Dr. Fredrick Brooks in 1986, and republished in the 25th anniversary edition of his seminal collection 'The Mythical Man Month'. The essay questioned whether it was possible to achieve tenfold improvement in software engineering productivity within ten years. This session offers insights on software engineering productivity from my own journey in computer programming, which began in 1976, leading to mainframe product development at IBM during the years Dr. Brooks first published his essay, then product engineering in ‘shrink wrap’ software and cloud native products, to current adventures in software engineering with Google’s Duet AI. As a mainframe programmer I spent my time very differently than I do today. Software estimation and productivity metrics have evolved, but are elusive and even controversial. We've come from a mythical man month to mythical '10x programmers'. Will AI bring us 10x improvement? With the help of Google's Duet AI, we will explore whether we’ve finally found the silver bullet.

Speakers

Paula Paul

Distinguished Engineer, CTO, Greyshore Associates

Paula has served as a technical advisor, distinguished engineer, and fractional CIO in a number of organizations. Paula championed cloud, identity, and platform strategies as a Distinguished Engineer with ThoughtWorks and led cloud adoptions on AWS, GCP and Azure prior to her work... Read More →

Wednesday June 26, 2024 16:45 - 17:15 BST
Westminster 1+3

Featured Sessions

16:45 BST

Uncovering the Open Mainframe Project - Louisa Seers & Joe Winchester, IBM

Once considered a closed ecosystem, the IBM z/OS mainframe is embracing open source. This session explores transformative projects like Zowe and Galasa that empower users in retail, banking, and insurance. These tools address critical areas: streamlining operations with automation (e.g., job scheduling), enhancing security with vulnerability scanning, and unlocking innovation through data analysis and cloud integration. Aligned with the Open Mainframe Project, this session equips you to leverage open source for a revitalized, cost-effective, and future-proof mainframe environment.

Speakers

Louisa Seers

Product Manager, IBM

Louisa’s an experienced professional within IBM with 10 years’ spanning diverse roles across consulting, software development and acquisitions. In addition, Louisa has just finished a Degree Apprenticeship to support her role in business leadership. Louisa is the chairperson of... Read More →

Joe Winchester

Senior Technical Staff Member, IBM

I work on open source projects around software tooling platforms. My current project is Zowe, which is part of the Linux Foundation and Open Mainframe Project where I am part of the leadership committee and an ambassador. Prior to Zowe I worked on Eclipse tooling and before that Java... Read More →

Wednesday June 26, 2024 16:45 - 17:15 BST
Plaza Suite 2

Hot Topics

16:45 BST

Information Security in 2024: Staying Ahead of the Curve - Rajen Madan & Thushan Kumaraswamy, Leading Point

CXOs face significant and growing challenges in this space - privacy laws, enhanced security regulations, heightened scrutiny from regulators, operational resiliency requirements such as DORA, Cloud data migration initiatives and data for AI use cases Add to this the relentless barrage of data leaks and cyber attacks with new threat actor groups and coordinated attacks. UK FS firms reported a 3X increase in breaches to the ICO in 2023 than 2022; 80% of banks struggle with data protection and privacy; 60% of the banks reported serious operational failures in 2023 alone Firms have responded with large investment programmes and creation of CISO departments. However, our work with several FS firms to implement InfoSec requirements for ISO 27001, DORA, Cloud, Entitlements and Data Access Controls has highlighted significant opportunity to be efficient and strategic about this. The average investment is £10-30m and changes needed at multiple levels i.e. infrastructure, technical, data, process & education. We share what an optimised approach looks like: Application Authorisation; Asset Master; Policy Master; Data Access Control; Entitlements Service; Third Party; Reporting

Speakers

Thushan Kumaraswamy

Co-Founder & CTO, Leading Point

Despite his youthful looks, Thush is a financial services practitioner with nearly 30 years' experience in business architecture in some of the biggest financial institutions in the world; Deutsche Bank, Goldman Sachs, HSBC, Barclays, AXA XL, amongst others. His primary focus is on... Read More →

Rajen Madan

Founder, Leading Point

Founder of Leading Point - a business solutions partner to global FS enterprises to help them navigate the new realities of innovation, disruption, regulation, and client expectations. With over 18 years of experience in the industry. I have delivered solutions and critical mandates... Read More →

Wednesday June 26, 2024 16:45 - 17:15 BST
Westminster 4

Security

16:45 BST

Long-Term ROI in Financial Services Through Sustainability - Hilary Carter, Linux Foundation

This session explores how financial services organizations can "play the long game" to create future customers, and how open source is playing a role. 4% of the UK and 7% of the United States populations are unbanked, with hundreds of millions more around the world. Using the United Nations Sustainable Development Goals as a framework, attendees will discover how open source technologies provide the critical base layers for building innovative solutions that reduce poverty, enable access to financial markets and public services, and do so in a secure and trustworthy fashion. There's not only a leadership opportunity to collaborate on sustainability through open source, but a business one, too!

Speakers

Hilary Carter

SVP Research & Communications, Linux Foundation

Hilary Carter is a writer, researcher, and team leader, producing engaging, decision-useful insights that broaden the understanding of open source and emerging technologies and their impact on business, government, and society. She has contributed to books and numerous research reports... Read More →

Wednesday June 26, 2024 16:45 - 17:15 BST
Plaza Suite 3

Sustainability/RegTech

17:25 BST

Awards Ceremony & Closing Remarks - Gabriele Columbro, Executive Director, FINOS

Wednesday June 26, 2024 17:25 - 18:20 BST
Westminster 1+3

Keynote Sessions

18:30 BST

Booth Crawl & Onsite Reception

Wednesday June 26, 2024 18:30 - 20:00 BST
Sponsor Showcase (Plaza Suites 4 -13)

Registration/Breaks/Special Events