Preparing for Disruptors

Phil leads EY’s Asset and Wealth Management Data and Analytics practice.  He has over eighteen years of experience within Data Strategy, Data Management, Advanced Analytics, and Enterprise Reporting Initiatives.  In addition to the Data and Analytics role, Phil is the Global Lead for Wealth and Asset Management product development.

Phil has advised Investment banks, Asset Managers and Wealth Managers on a breadth of technology, analytics and business transformation engagements.  Relevant experience incudes:

Transaction - Led the technology data and operations integration of an Wealth Manager/Private Bank. The integration met all critical deadlines allowing for a “clean close”. Over 60,000 accounts and over $40 Billion assets under management. The conversion included, demographic, financial, reference and historical data. Successfully converted all in scope clients / accounts to a self clearing platform.  In addition to the conversion, drove the rebuild of product software to support the acquisition of net new asset classes (Alts and Private Credit), that were not currently supported by the target. 

Data Management and Strategy- Designed and developed the data governance and enterprise wide taxonomy programs.  The enterprise wide taxonomy defined data standards across all o the critical domains (e.g. Trade, Security, Accounting , Product, Client)  as well as inventoried key systems data. This program assisted the client in enhancing the SDLC process as well as developing data onboarding and quality monitoring procedures across critical data sets.

Data Migration -  In support of cloud and data migrations (Azure/Snowflake), lead the development of enterprise-ready modern data management software platform for self-service data provisioning and data preparation with integrated metadata management, data governance, information security and leading practices inspired by our industry experience of large data platform implementations. The deployed platform  provides data management, data operations and actionable data governance capabilities for scale-out architectures.

Client 360- Leveraged graph technology as well as cloud based architecture to develop single client data models for both retail and institutional clients.

Next Best Action / Next Best Offer- developed and integrated NBA/NBO across a number of use cases, driving both advisory productivity, as well as recommendations around advice. Models were integrated into leading CRM tools for actioning.

Marketing / Distribution AI- Led the design and custom development of an AI (NLP /ML) solution to accelerate the development, review, and distribution of marketing material (Proposals, Fact Sheets, Commentary pieces).  As a result of the implementation, enhanced the customization of content, while reducing time to market by as much as 90%.

Sustainability / ESG – Led the design and implementation of a cloud based ESG reporting and Analytics solution. The solution used cloud native data integration components to accelerate the sourcing and delivery of critical data to support ESG analytics / reporting.

Matt led the development of business-critical analytics platforms at Goldman Sachs for over 20 years.

As a Managing Director, he was responsible for the entire data platform of Goldman’s $1 trillion asset management business. Matt also co-led Goldman’s risk management platform where his team built Goldman’s first, company-wide data warehouse that helped it navigate the 2008 financial crisis.

In 2015, Matt joined Snowflake to run Product Management and then went on to launch the Snowflake Data Marketplace.  Today Matt helps lead the Financial Services business globally where he is driving customer and product strategy for one of Snowflake’s most important industry verticals.

Prior to co-founding software fintech firm EDS, Greg spent 27 years as a fundamental investor and was an early investment team member/partner of multiple billion dollar-plus funds, including WestWay Capital, a pioneering technology fund focused on disruptive change. He was also a portfolio manager at Sage Asset Management and the founder of Rock Crest Capital, an investment firm based in Connecticut. Greg received his degree in finance from the University of Massachusetts, while competing as a member of a D1 gymnastics team.

Mr. Mehta is Chief Information Officer for Putnam Investments. He is responsible for the overall strategic direction and execution of Putnam’s global technology solutions. In addition, he is a member of Putnam’s Operating Committee and Diversity Advisory Council. Mr. Mehta has over 20 years of experience in managing information technology systems in the investment industry, where he has led transformational change in the areas of software development, information technology, and business operations. He joined Putnam in 2015 and has been in the investment industry since 1988.

Prior to joining Putnam, Mr. Mehta was Vice President of Equity, High Income, and Pyramis Technology at Fidelity Investments from 2011 to 2015; Director of Operational Effectiveness at Marsh & McLennan from 2009 to 2010; Worldwide Partner and Head of Global Operations at Mercer from 2005 to 2009; Head of Financial Services Business Unit at Patni from 2002 to 2005; and Chief Executive Officer at The Reference from 1996 to 2002.

Mr. Mehta earned an M.B.A. from Babson College, an M.S. from Columbia University, and a B.Sc. (Hons) from Southampton University.