The Vera Dinner

An exclusive dinner discussion for C-level Executives and IT Leaders of prominent firms in New York

Shaping the Financial Services of the Future


Many financial services firms still struggle with making a digital transformation. Legacy systems, processes, and relationships make innovation extremely difficult, even as new technology ramps up clients’ expectations and attracts new competitors.

Optimizing the benefits of technology in a cost-efficient manner could mean re-evaluating on and off-premise infrastructure investments, making changes in staffing and skills training, engaging more deeply in line of business, encouraging more Chief Digital Officer/Chief Marketing Officer collaboration, and up the commitment to ITaaS delivery.

  • Which IT developments are financial service firms investing in the most?
  • Which functions will be replaced by fully digital cores?
  • Preparing data for machine learning means storing, organizing, and curating data. How much of a priority is this data-labeling task?

6:30 pm: Arrival of guests and reception
7:00 pm: Welcome by The Ortus Club and short address from CDI
7:10 pm: Discussion instigated by the moderator and continued by the group
7:45 pm: Starters served
8:00 pm: Discussion brought to a close and guests are encouraged to continue networking
9:00 pm: Change of seats before dessert

Benoit New York
60 West 55th Street, New York, NY 10019
Between Fifth & Sixth Avenues

Wednesday, 22nd of August 2018

Benoit Restaurant, New York City

Attended by:

Chairman & CEO at Prospect 33
Founder & Research Chairman at TABB Group
Partner at ACA Compliance Group
Partner at Evercore
Partner, Cybersecurity & Risk at ACA Compliance Group
COO & EVP at Numerix
CTO at Mission Capital Advisors
CTO at Neuberger Berman
Head of Platform Engineering at Axioma Inc.
Head of Information Security at Point72 Asset Management
Head of Data Analytics at ITG
Head of Global Markets Technologies at Natixis
Global Head of Product at ITG
SVP, Head of Investments & Risk Technology at OppenheimerFunds
VP, Global Head of QA at S&P Dow Jones Indices
VP of Decision Analytics at EXL Service
Director of Engineering at LendKey
Executive Planning Director at McGarry Bowen

Hosted by:

Jess CirciThe Vera Dinner