Agenda

Dayle joins Chartis Research as a Research Director focused on the asset management pillar. She brings to the team more than 40 years of financial services industry experience, having held senior operations and technology roles at Morgan Stanley Investment Management and MFS Investment Management, as well as spending five years at State Street Corporation across various product-focused functions.

In between industry roles, Dayle served as a Research Director at both the former TowerGroup (now CEB/Gartner) and TABB Group, where she covered equities and capital markets technology across the back-, middle- and front offices and performed vendor analysis and due diligence for clients. Most recently Dayle was a Strategy Director at the Depository Trust & Clearing Corporation (DTCC), where she undertook research, analysis and scenario planning across areas of impact for the firm, including macroeconomic, regulatory and legislative, technology and market structure trends; she also monitored the competitive landscape and client priorities driving the business.

Dayle received her undergraduate degree from the University at Albany, SUNY, and earned an MBA in Finance from the Fordham Gabelli School of Business. She has also served on the board of ISITC, where she led the Investment Management member forum and other various working groups formulating trade communications market practices. Dayle also holds a certificate from the Centre for Economic and Political Studies in London.

Maryam focuses on risk-aware accounting and advanced analytics in financial risk management and has been a lead analyst and author on a variety of industry and thought-leadership reports covering areas including insurance risk systems, asset and liability management, and credit risk analytics. She also works on Chartis’ governance, risk management, and compliance (GRC) research, focusing on model risk management, and runs Chartis’ production, specializing in visualizations. Maryam holds a first-class BA Honours from the London School of Economics and is currently completing a master's degree in computation and cognition; she also has a certificate in Risk in Financial Services from the Chartered Institute for Securities & Investment.

Having joined Chartis in July 2020, Jay’s primary focus is to lead and build-out our offerings for the buy-side, both in asset management and wealth management. Buy-side is a focused area of Chartis’s expansion and we are delighted to have Jay leading this area which is increasingly important for both our clients and the industry in general. Jay was most recently a Senior Principal at Finastra. Prior to this he spent 4 years as a Senior Analyst at Celent, 4 years as the Director of Capital Markets at HP, 5 years as a Research Director at Gartner and his first 8 years in industry as a Group Manager in fixed income IT at UBS.

Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.

Since joining SG in 2009, he has held a range of positions.  Currently, he is the Chief Data Officer, SG Americas, with responsibility for data management and governance within the Region.  This function is responsible for implementing the requirements of BCBS 239, establishing sound data governance framework that meets Group needs and local supervisory expectations, and creating a solid platform for the data to be leveraged for strategic business decisions. Prior to that, he headed up the Project Management Office for the SG US Transformation project.  SG roles before that included Deputy CFO of the Americas Region of their Corporate & Investment Bank and Head of Finance Offshoring in SG Bangalore. 

Prior to joining SG, Bala was with the Canadian Imperial Bank of Commerce (CIBC) for fourteen years in a range of positions in Toronto and New York.  As Senior Vice President of the Wholesale North America Finance, he headed up the controllership function for CIBC’s World Markets and Treasury & Risk Management Strategic Business Units within North America. With a global team across Toronto and New York, he was responsible for establishing a SOX-compliant industry-leading Finance control environment as well as supporting the efficient execution of business initiatives and managing the Finance related US regulatory relationships during a very demanding period. Prior to that, he also had stints as the business-line controller for the Bank's US origination businesses (Corporate Lending, Investment Banking, Merchant Banking, Structured Finance, and High Yield), as well as the 2/ic to the Chief Accountant, with responsibility for consolidated financial, management and regulatory reporting at the corporate level.

Born and brought up in Mumbai India, Bala has a degree in mathematics from the University of Mumbai and holds professional accounting qualifications from both India and the United States.  He lives in Montclair, New Jersey is married with two children, and enjoys long-distance running.

Allison L. Spector is the Head of ESG of One Rock Capital Partners, LLC. Prior to joining One Rock, Ms. Spector was Director of Responsible Investing and Sustainability at Nuveen, where she focused on sustainability initiatives across Real Assets and Private Markets. Prior to Nuveen, Ms. Spector was a Senior Manager at The Global Impact Investing Network and a Director at Initiative for Global Development. Ms. Spector earned a B.A. in international studies from Emory University and an M.S. in sustainable development from the School of Oriental and Asian Studies at the University of London.

Renan Borne brings over two decades of industry experience in creating new technology-driven business models and has extensive knowledge of digital customer experience, IT architecture, and data strategy. He joins from AXA Investment Managers where he was Chief IT Architect, Head of Data, and Head of IT for the Real Assets business. Before joining AXA IM, he spent 15 years within the Investment Banking arm of Société Générale with various roles and responsibilities in France and Asia.