Jeffrey Coleman

As firms scale across asset classes, the ability to aggregate, validate, and govern data has become a core driver of operational resilience, client trust, and regulatory readiness. This panel explores how forward-looking firms are moving beyond tactical data cleanups to architect holistic, enterprise-level data strategies. From governance models to cross-platform integration, panelists will share how they’re shifting from reactive to proactive data management – laying the groundwork for AI enablement, real-time oversight, and future-proof operational models. 

• Understanding how leading firms are elevating data from an operational issue to a firm-wide strategic priority 
• Designing data environments that unify inputs across legacy and modern platforms, enabling consistent, scalable decision-making and reporting 
• Learning how to embed controls, quality standards, and exception protocols into day-to-day workflows, reducing downstream risk and freeing capacity for high-value work 
• Preparing your data ecosystem for advanced analytics, predictive modeling, and real-time operational intelligence without compromising governance or control