Annual Conference 2022

June 9, 2022  |  New York, NY

Gain Knowledge From These Inspiring Minds

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David H. Petraeus

USA (Ret.)

General David H. Petraeus is one of the most prominent U.S. military figures of the post-9/11 era. He has been described as a leading warrior-intellectual and “one of the great battle captains” in American military history. Following his military service, he served as Director of the CIA. He is now a Partner with the global investment firm KKR and Chairman of the KKR Global Institute. During his 37-year career in the United States Army, General Petraeus served in Cold War Europe, Central America, the United States, Haiti, Bosnia, Kuwait, Iraq, Afghanistan, and the greater Middle East and central Asia. He was most widely recognized for: his oversight of the organization that produced the U.S. Army’s counterinsurgency manual and overhauled all aspects of preparing leaders and units for deployment to combat; for his leadership of the Surge in Iraq; and for his command of coalition forces in Afghanistan. He culminated his military career with six consecutive commands as a general officer, five of which were in combat, a record believed unmatched in the post-World War II era. A graduate with distinction from the United States Military Academy, General Petraeus is the only person in U.S. Army history to be the top graduate in both the U.S. Army’s challenging Ranger School and the year-long U.S. Army Command and General Staff College course. He also earned a Ph.D. in an interdisciplinary program of international relations and economics from Princeton University’s Woodrow Wilson School of Public and International Affairs and later completed a fellowship at Georgetown University’s School of Foreign Service. He taught both economics and international relations at the United States Military Academy in the mid-1980s and, after leaving government in late 2012, he was Co- Chairman of a Council on Foreign Relations Task Force on North America and a visiting professor of public policy at the City University of New York’s Macaulay Honors College for 3-1/2 years. After General Petraeus’ retirement from the military, following confirmation by the Senate by a vote of 94-0, he served as Director of the CIA as the Agency played the central role in a number of achievements in the global war on terror, established a strategic campaign plan for the Agency, and pursued initiatives to invest additional resources in the Agency’s most important element, its human capital. General Petraeus has been Chairman of the KKR Global Institute for over five years and a Partner with the firm for more than three-and-a-half years. He is also a member of the board of Optiv (a global provider of cyber security services), a Judge Widney Professor at the University of Southern California, a Senior Fellow at Harvard University’s Belfer Center, the Senior Vice President of the Royal United Services Institute, the Co-Chairman of the Woodrow Wilson Center’s Global Advisory Council, and a member of the boards of several other think tanks and over a dozen veterans service organizations. Over the past dozen years, General Petraeus has been named one of America’s 25 Best Leaders by the U.S. News and World Report, a runner-up for Time magazine’s Person of the Year, the Daily Telegraph man of the year, Prospect magazine’s Public Intellectual of the Year, a Time 100 selectee, one of Foreign Policy magazine’s top 100 public intellectuals, and the recipient of the Madison Medal at Princeton University. He is a frequent commentator on global security and economic issues. In recent years, his pieces have been published in the Washington Post, New York Times, Wall Street Journal, Financial Times, Foreign Affairs, and Foreign Policy, and he has also appeared frequently on various TV news programs and documentaries. General Petraeus has been awarded numerous U.S. military, State Department, NATO, and United Nations medals, including four awards of the Defense Distinguished Service Medal, the Bronze Star Medal for Valor, two awards of the NATO Meritorious Service Medal, the Combat Action Badge, the Ranger Tab, and Master Parachutist Wings. He has also been decorated by 13 foreign countries. And he is believed to be the only individual who, while in uniform, threw out the first pitch of a World Series game and did the coin toss at a Super Bowl.

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Peter Wannemacher

Principal Analyst,
Independent Research Firm

Peter serves digital strategy leaders at banks, advising them on how to better win, engage, and retain customers. He works with bank executives and their digital teams to challenge thinking and lead change in the banking market. Peter's strategic frameworks help banks prepare for digital disruption and the future of financial services. He leads Forrester's ongoing digital banking benchmark research, a series of assessments covering companies' online banking, tablet banking, mobile banking, and digital sales efforts. This includes a recent global mobile banking benchmark that reviewed 53 banks from 18 countries across six continents. Peter's recent research includes "The Digital Banking Imperative," "Amazon Invades Banking: Here's What You Should Do,” “Bots Aren’t Ready To Be Bankers,” "Millennials Want Financial Advice, With Or Without Humans," and "Assemble Cross-Functional Teams To Achieve Digital Success." In addition to speaking at Forrester Forums and events, Peter has been interviewed by various publications, including American Banker, Bloomberg, CNBC, The New York Times, NPR, TechCrunch, and The Wall Street Journal.

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Matthew Carey

Director, Unified Communications,
TD Securities (USA)

Matthew Carey is the Global Head of Trade Floor Voice and UC at TD Securities, where he’s been in technology leadership roles for more than five years. Previously, Matthew has held various positions focused on Capital Markets infrastructure and service delivery.

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Mathias Kramer

Managing Director,
Morgan Stanley

Mathias Kramer, Managing Director at Morgan Stanley, Global Head of Compliance Information Controls Group. Compliance professional with more than 20 years of industry experience.

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Gary Sorrentino


Gary Sorrentino currently serves as Co-CIO for Zoom Video Communications. A former Managing Director for J.P. Morgan Asset & Wealth Management, Gary was the Global Head of Client Cyber Awareness and Education. For over 12 years, Gary was the Chief Technology Officer for J.P. Morgan AWM’s global technology infrastructure initiatives, where he managed its Data Privacy program and was responsible for Infrastructure, Application and End User Technology Production Support. In 2014, he assumed a new role as the lead for their Cybersecurity efforts and developed a firm-wide “Protect the Client” Cyber program designed to raise cybersecurity awareness among employees and clients. With almost 40 years of experience in Information Technology, Gary has served in various other IT leadership positions in firms across the financial services industry. Prior to joining J.P. Morgan in 2005, Gary was Head of Global Infrastructure and Head of Technology Efficiencies at Citi Private Bank, where he was responsible for Global Infrastructure Support and strategic technology initiatives. Other roles he has held include Global Technology CFO at Credit Suisse and North America IT Controller at UBS.

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Scott Mullins

General Manager of Worldwide Financial Services,

Scott Mullins is Managing Director and General Manager of Worldwide Financial Services at Amazon Web Services (AWS), where he is responsible for leading the development and execution of AWS’s strategic initiatives in the Financial Services industry around the world. From beginning his career as an equity trader, to roles in regulatory compliance and owning a P&L as a product manager, Scott’s 26 years in the financial services industry at firms including Nasdaq, JPMorgan Chase, Merrill Lynch, and Penson Worldwide paved the way for his work in helping financial institutions – from the newest FinTech startups to the largest systemically important financial institutions –bring new innovative solutions to market, and to modernize the global financial system. As the leader of AWS’ Financial Services organization, Scott works closely with industry leaders across lines of business and technology, and global regulators and policy makers to transform the industry and evolve the technology that powers it. A graduate of Texas A&M University, Scott is a subject matter expert quoted in industry media, a recognized thought leader at industry events, and has recently served on the advisory board of the FinTech Sandbox and on the US FDIC’s sub-committee for Supervision Modernization.

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Rob Mara

Ernst & Young

Rob Mara is a New York-based Principal in Ernst & Young’s Consulting practice who leads the Risk & Regulatory Compliance Technology and Operations practice. He has over 20 years of experience in the industry serving multiple capital markets, retail, asset management, and banking clients in the areas of Sanctions, AML, brokerage compliance, enterprise compliance, reporting, and fraud management as well as multiple engagements with self-regulatory organizations and regulators.
Rob has led assessments and transformation projects across multiple aspects of regulatory compliance programs for multiple large, global, regional, and specialty banks and other non-bank financial institutions in response to regulatory mandates, annual assessments, and program improvement initiatives. These have included institutions regulated by a variety of US and foreign regulators including the OCC, FRB, FDIC, FINRA, SEC, CFTC, HKMA, MAS, IIROC, FCA, AUSTRAC, OSFI and multiple other agencies.
Rob’s more recent experience includes evaluating and mitigating the impact of new technologies and products in the compliance & risk space.

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Al Park

Sr. Managing Director, Technology,
FTI Consulting

Al Park specializes in the oversight of technology solutions to address risk and compliance for global corporations and firms. He brings more than 20 years of experience leading organizations in heavily regulated sectors in emerging technologies, data and digital trends, with a specialization in industries including financial services, energy, life sciences and technology. Mr. Park is focused on working closely with legal departments, compliance officers and information technology leaders to build new capabilities and offerings that mitigate risk and strengthen compliance through technology and data.
Mr. Park advises compliance, legal and business functions with approaches to building custom applications and solutions-focused platforms that provide visual reporting and information access. He also advises multinational organizations on how to apply business intelligence, data management and data analytics best practices in compliance and regulatory reporting. Mr. Park has supported clients with independent DOJ monitorships, understanding new regulatory-driven requirements and instilling appropriate governance and best practices across people, process and technology.
Prior to joining FTI Consulting, Mr. Park was the Global Technology Consulting leader for an international risk consultancy, Control Risks. He supported numerous international investigations, DOJ/SEC matters, civil/criminal actions involving global companies and worked with legal and compliance clients throughout North America, Latin America, Europe, Africa and Asia. He was formerly the Managing Director in charge of Data Analytics and Custom Solutions at Navigant Consulting, specializing in litigation and disputes. Prior to Navigant, Mr. Park was a leader in various technology consultancies and a co-founder of high growth businesses. He started his career working in strategy, finance and economic matters involving complex litigation and government enforcement for KPMG LLP in New York and Arthur Andersen LLP in Washington, D.C. and San Francisco.

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Anthony J. Diana

Reed Smith

Anthony is the co-chair of Reed Smith's IP, Tech & Data Group and focuses his practice on commercial litigation, internal and regulatory investigations, electronic discovery and information governance, and data privacy and security. Anthony is a recognized leader in e-discovery and information governance issues, nationally ranked in this area by Chambers. Anthony has counseled large financial institutions, pharmaceutical companies and manufacturers on all aspects of the discovery and management of electronic information, including: the development of policies and procedures for the preservation, collection, review, and production of electronically stored information. Anthony has been an editor of the Electronic Discovery Deskbook, a treatise published by PLI, since its original publication in 2009. He is a frequent speaker on electronic discovery and information governance issues and has published numerous articles on these topics.


Steve Marsh

Founder & Chairman,

Stephen Marsh founded Smarsh in 2001. Under his leadership, Smarsh has grown to become the leader in the enterprise information archiving industry. Before founding Smarsh, Stephen led product management and development efforts at CCBN, which is now a division of Thomson Financial, and spent time in key roles at Fidelity Investments and Morgan Stanley Dean Witter. Stephen is actively involved in the Oregon technology community and mentors the founders of more than a dozen fast-growing companies. He was the recipient of the 2018 Technology Association of Oregon’s Sam Blackman Award, which honors Oregon’s top technology executive. In 2014, Stephen was named FTF News’ FinTech Person of the Year. Stephen holds a degree in Information Management & Technology, Economics from Syracuse University.

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Tom Padgett

Chief Revenue Officer,

As the Chief Revenue Officer at Smarsh, Tom Padgett leads revenue-generating departments to drive customer growth, expand market share and build strategic partnerships. He is focused on achieving operational and strategic alignment across all revenue-building functions. Tom specializes in building a framework and culture of high performance to achieve these goals. Tom comes to Smarsh from SAP where, most recently, he held the position of SVP and General Manager of Ariba. Prior to that, he held roles that included SVP and Head of Leonardo & Analytics, as well as COO of Analytics. Tom joined SAP following his previous success scaling similar B2B organizations to impressive compound annual growth rates of 40% and higher. He also served as Group Vice President at Oracle after it acquired BigMachines, where he was SVP for Worldwide Sales and Alliances. Tom holds a bachelor’s degree in Business from Indiana University Bloomington.

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Goutam Nadella

Chief Product Officer,

Goutam Nadella is the Chief Product Officer at Smarsh. He focuses on turning emerging technologies into valuable, transformative solutions for our clients. In his role, Goutam guides the product development strategy and helps tailor Smarsh solutions for different segments, both large and small, of a global market. He brings a deep understanding of technology and capital markets and a passion for designing, developing, and bringing innovative products to market. Goutam started his career at Goldman Sachs as a product manager, where he led and managed the design and development of various products across all aspects of electronic trading. He then served formative senior executive roles at REDI, a Goldman Sachs spinoff, and Symphony, a leading secure, cloud-based communication, and content sharing platform company. At both companies, he drove the development of new solutions from inception and scaled them to successful business. Goutam holds a Bachelor of Engineering from the Chaitanya Bharathi Institute of Technology and a Masters in Computer Engineering from The University of Illinois at Chicago.

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Greg Vesper

Chief Technology Officer,

Greg is a mission-focused leader who converts emerging technologies into successful solutions. He builds breakthrough teams and leads those teams with market vision and operational excellence. He champions agile product development and strategic product management to deliver just-in-time value to rapidly evolving markets. He is passionate about leadership, innovation, and creating success in the marketplace. Greg learned the science of innovation at NASA where he pioneered the Internet's first system for B2B electronic commerce. He joined Premenos to launch the industry's first Internet EDI product and bootstrapped the next generation of B2B middleware with Cyclone Commerce where he delivered successive generations of Cyclone's flagship B2B gateway. Greg went on to build big data cloud platforms for healthcare, logistics, and financial services.

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Sid Yemanandra


Sid is a seasoned start-up entrepreneur with a deep cyber risk background including working on an NSA funded program. Founder and CEO at SaaS company Entreda – #1 Provider of Cybersecurity Risk and Compliance Software for Wealth Managers and other regulated industries sold to Smarsh. Smarsh is a Leader in the Gartner Magic Quadrant For Enterprise Information Archive and Compliance Software for Four Consecutive Years.

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Brandon Carl

Executive VP,
Product Strategy,

Brandon Carl is Executive Vice President of Product Strategy at Smarsh, where he oversees the company's competitive and commercial strategy across the Enterprise product portfolio. Brandon previously served as Digital Reasoning's Chief Product Officer and Head of Engineering, where he conceived and brought to market Cognition, the company's acclaimed AI Platform, co-created their Applied Machine Learning team, and led the Applied Research team. He spent the first half of his career working in the capital markets, initially in interest rate derivative sales at Bank of America before moving to global macroeconomics and trend forecasting at Nomura Securities.

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Mark Carlin

Vice President of Sales Americas,

Mr. Carlin joined TeleMessage in January of 2001 to create and run the US operations which was later expanded to include all of North and South America. Mr. Carlin is a senior level executive with hands on management experience in strategic planning, product management, and sales and marketing of high technology software products. Mr. Carlin held various sales and marketing positions in established companies such as HP, Control Data and GE Electronics and in start-ups including PADS Software, AccuSoft and Quandrant Software. He holds a BSc in Electrical Engineering and Computer Systems Engineering from the University of Massachusetts and an MBA from Rivier College.

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Robert Cruz

Vice President, Information Governance,

Robert Cruz is Senior Director of Information Governance for Smarsh. He has more than 20 years of experience in providing thought leadership on emerging topics including cloud computing, information governance, and Discovery cost and risk reduction.

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Blane Warrene

VP, Product Management,

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