Jay Leopold

Head of Investment Risk, North America.

Jay Leopold is a vice president and Head of North America Investment Risk for Columbia Management Investment Advisers, LLC. He currently Chairs the N.A. Investment Risk Committee as well as the N.A. Liquidity Risk Committee.  In addition, he is Co-Chair of the N.A. Diversity and Inclusion Group, as well as lead Innovation Champion at Columbia Threadneedle, working with FinTech and startups to explore new technologies to better serve clients.

Prior to joining the firm in 2014, Mr. Leopold held several positions at Legg Mason, including managing director of investment risk, portfolio manager and equity analyst. He has over 30 years of investment experience. Mr. Leopold received a B.S., cum laude, in finance from the Wharton School at the University of Pennsylvania.  He is a former president and director of the Baltimore Security Analysts Society. In addition, he holds a Chartered Financial Analyst designation.

My Sessions

Consent Driven PII Data Usage (Sponsored by Manetu)

Global regulations (such as GDPR and CPRA) require that data owners must have transparency around how their data is used, and they have the right to update their consent around this data usage.

 

Companies must have an easy-to-use data management platform that gives them the highest levels of flexibility to ethically mine data that they hold within their platforms.

 

Join Manetu as they outline a roadmap to ensuring your organisation has the highest levels of flexibility through data management.

In this session attendees will learn;

  • 1. How consent management drives ethical data usage
  • 2  How a fully automated platform allows for realtime communications with with data subjects
  • 3  How data harmonization across enterprise storage systems resolves stale-data problem within an enterprise

Speakers: