What's Next: The Search for Disruptive Innovation

San Francisco, California
Thursday, October 03, 2013

Featured Speakers

Thibaud Morin

Senior Vice President, Business Innovation

  What do Rihanna, Call of Duty, Les Revenants (They came back) and 4G telephony have in common? They are all cultural products and digital services at the heart of Vivendi’s activities: movies, music, video games and telecommunications. Vivendi emerged from Compagnie Générale des Eaux (CGE), a company founded in the mid-19th century. In 1998, the company, which wanted to rid itself of its old name linked to the water business, changed its name to Vivendi. Thibaud who joined Vivendi in 2000, has been integral to Vivendi's business model evolution.  Leveraging his expertise in internet technology business models, acquired as a financial analyst at Paribas, he joined the company as Vice President of Finance of their internet activity (VU Net) and moved to Vice President of M&A in 2002 for Vivendi Universal. In 2005, he joined the Corporate Strategy and development team  and in 2010 he was appointed Senior Vice President of business innovation

John Raguin
Managing Director
Devonshire Investors
  John Raguin offers a unique perspective on innovation that has been shaped by his experience on all sides of financial services technology delivery—provider, investor, and customer. Currently, he is a Managing Director at Devonshire Investors, a division of Fidelity Investments / FMR LLC. Devonshire, a large and diversified venture capital division, has entities that invest in private companies at various stages of growth with a key focus on the financial services sector and investments in companies such as Eris Exchange (trading platform), iPipeline (insurance), Xoom (international money transfer), and Cortera (credit). John sits on several boards of directors, including ownCloud, Outside Intelligence, Time Trade Systems, GBTC, and Common Angels and was recently an Executive in Residence at Battery Ventures, a venture capital firm that invests in many software sectors. Prior to Battery, he was the CEO, President, and Co-Founder of Guidewire Software (NYSE: GWRE), a provider of core system software to the global insurance industry. John has expertise in areas such as SaaS software, insurance/financial services software, insurance IT, process and discrete manufacturing IT, ERP, maintenance management software, facilities management software, and procurement software. He has built companies, chosen investment strategies and executed business plans. His comments will both inform and challenge those interested in moving financial services innovation forward.

Mick Simonelli
Independent Consultant
  Mick Simonelli is a leading thought leader on innovation in large organizations and is currently an independent consultant for Fortune 500 companies.  For the past five years Mick served as the senior innovation executive for USAA, where he built and led the innovation program to best-in-class.  Before that, Mick served as a lead innovator in multiple positions within DoD where he helped digitize and transform the US Army to be the world leader. Mick is a certified management accountant and  possesses advanced degrees in psychology and business.  Mick is an innovation practitioner with his innovation programs receiving numerous awards and studies, and he is the author of Riding a Donkey Backwards Through Afghanistan.



Mark Betteridge

Preciousbluedot Ltd

  A youth misspent in amusement arcades, combined with a strong and early interest in software resulted in Mark programming games aged 12, before leaving school at the earliest opportunity to follow this passion. He had early successes on the Sinclair Spectrum, before the formation of Rare in the late 1980’s. Mark was a Director of Rare for over 20 years, and held various positions from Software Director to finally Head of Studio. Throughout this time Rare grew from 3 people to over 250, sold over 110 million games, grossing over $5BN at retail, and was responsible for many loved titles including Donkey Kong, Killer Instinct and Goldeneye. Rare was instrumental in Nintendo’s success in the US, and became the first ever Western business in which Nintendo invested. This investment was newsworthy enough to be awarded a ‘bong’ at the start of News at Ten that evening! In 2002 Rare was purchased by Microsoft for $375m and has since been a key developer for Microsoft. Mark’s last project for Rare/Microsoft was the development of the Xbox ‘Kinect’ system and Sports title. Kinect is currently listed as the world’s fastest selling consumer device. Mark left Rare at the end of 2010 and travelled the world for a few months before returning to use 25 years of unique games industry experience in other software markets.

Jonathan Bidwell

  Chief Innovation Officer
Chubb & Son
  Jon Bidwell is the Chief Innovation Officer for Chubb & Son. He is currently responsible for managing Chubb’s global innovation platform, internal venture fund for new ideas and Chubb’s internal and external social media and collaboration tools. In 1983, Jon joined Chubb as an underwriting trainee in its Department of Financial Institutions (DFI) in the Chicago, Illinois office. Subsequently he was promoted to manager DFI operations in Detroit, Michigan. He held that position until assuming manager roles in Philadelphia, Pennsylvania in 1987 and New York, New York in 1991. In 1996, Jon was promoted to Chief Underwriting Officer for the New York Brokerage Zone. In 1998, he became the manager of Chubb’s Strategic Development and New Product Development group in Warren, New Jersey. From 2001 to 2008 he oversaw Chubb’s Strategic Marketing Group and in June 2008 was named to his current Chief Innovation Officer position.

Toby Bottorf

  Toby helps clients engage with their customers coherently across multiple touchpoints. He develops digital design strategies that integrate customer experience through devices, environments and media. His passion is to understand the ways people make meaning and find resonance in their everyday interactions with products, services and complex systems. At Continuum, Toby is a Principal in the Service Design group, and leads the Digital Design discipline, which builds on the company’s established capabilities both in Engineering and Brand Experience. At Continuum, digital work finds expression in product and device interfaces, in integrated systems for service design, and in branded media.

Dan Dickinson

Head of Online and
Mobile Banking Canada

Bank of Montreal (BMO)
  Dan Dickinson is the Head of Online and Mobile Banking (Canada) at BMO Bank of Montreal. He leads long-term planning, roadmap creation and large program implementation for secure online and mobile banking channels, including online sales and BMO MoneyLogic, BMO Bank of Montreal’s personal financial management platform. Dann has held a number of senior management roles at BMO Bank of Montreal, including contact center strategy, AT M channel management and MIS management. Prior to joining BMO in these roles, Dan was Senior Application Analyst at Delano Technology Corporation, an email/CRM software provider. Prior to that Dan was a mainframe programmer. Seriously.

David Easthope
Research Director
Securities & Investments

  David Easthope is a research director in Celent's Securities & Investments group and is based in the firm's San Francisco office. David's expertise lies in electronic trading, market venues, and market structure. His research focuses on themes of strategic importance in the capital markets sector, including the evolution of market structure, the development of advanced and algorithmic trading, and innovations in both software and services. His recent consulting work involves advising clients on developing advanced trading platforms and new market venues.  He has also advised strategic and private equity investors on innovation and trends to help them make more informed investment decisions in the capital markets arena. David has been widely referenced in the press, including Bloomberg, Financial Times, and CNBC. Before re-joining Celent, he was a director of strategy at Charles Schwab. Prior to this role, he held positions at Celent as an analyst and at brokerage firm Detwiler Fenton as a business strategist. He has also held equity research roles at Raymond James & Associates and Friedman, Billings, Ramsey covering companies in the financial technology industry.

Mike Fitzgerald
Senior Analyst
  Mike Fitzgerald has expertise in property/casualty automation, operations management and insurance product development. His research focuses on billing, business process and operations, social media use in insurance, and distribution management. Prior to joining Celent, he was VP of Enterprise Underwriting Solutions at Zurich North America. His technology implementation experience includes the installation and maintenance of billing, automobile policy administration, and workers compensation automation.

Sebastian Herfurth
  Founder and Co-CEO
  Sebastian Herfurth studied law in Freiburg, Bonn and Hong Kong and Chinese in Beijing. After his studies, Sebastian analyzed the political and human rights situation in Iran as member of the German Embassy in Tehran, hunted white-collar criminals during his time at the Department of Public Prosecution in Frankfurt and eventually joined the private equity group of an international law firm. Sebastian likes disruptive business models. He is co-founder of one of the coolest start-ups in the world: Friendsurance.

Sam Hocking
  Sam's career over the last 25 years spans media, academia, research, technology and finance. Having lived and worked around the world, he most recently was Managing Director at BNP Paribas, co-running BNP's Prime Brokerage Unit globally. At BNP his responsibilities involved all client-facing activities with hedge funds and closed end funds, including sales, marketing, capital introduction-investors and client services. Sam created and led a new 3rd Party placement capital raising business at BNP for hedge funds. He was member of the Global BNP Executive Committee for Flow & Financing, and the Executive Committee for Equities- Americas. Prior to joining BNP, Sam spent ten years building and growing Bank of America’s Prime Brokerage business unit. He co-led the transaction of the sale of BOA's Prime Brokerage Unit to BNP in October 2008. Before Bank of America, Sam was the head of distribution, sales and marketing and a member of the management board of LAMP technologies, a technology and hedge fund database company. Prior to BOA, Sam worked as professor of media and a journalist in the US and abroad. He is a frequent guest on CNBC and Bloomberg, discussing trends in hedge funds and the investing landscape.

Jacob Jegher

Research Director

  Jacob Jegher is a Research Director within Celent’s Banking Group. Jacob's research focuses on emerging technologies and business strategies in retail and wholesale banking. He heads up Celent’s online banking research and is a recognized thought leader in this space. His recent research has focused on next-generation online and mobile banking, personal financial management, social media, and financial technology startups. Jacob has provided strategic consulting on issues ranging from online channel strategy to vendor selection. He has been widely quoted in the press including The New York Times, The Wall Street Journal, Bloomberg, and the Associated Press. Before joining Celent, Jacob was an Analyst for BCE Emergis, where he was responsible for business strategy as well as market and competitive intelligence.
Neil Katkov, PhD
Senior Vice President

Neil Katkov, based in the firm's Tokyo office, is Senior Vice President, Asia, for Celent. His areas of expertise include the Asian financial services industry, financial services distribution channels, and compliance issues including anti-money laundering and business continuity planning. Neil produces Celent's popular reports on IT spending trends in the Asian banking, securities, and insurance industries. He regularly advises leading financial institutions and technology vendors on their business, technology, and compliance strategies. He is widely quoted in the press, including The New York Times, The Wall Street Journal, The Financial Times, BusinessWeek, Newsweek, Time, The Nihon Keizai Shimbun, South China Morning Post, Dow Jones Newswires, Associated Press, American Banker, Securities Industry News, and The Banker. He has appeared on CNBC and CNN, and is a popular speaker at conferences in North America, Asia, and Europe. Before joining Celent, Neil was responsible for corporate communications for Tokyo-based Softbank. In this capacity, he helped define the firm's business and marketing strategies. Previously, he worked in the equity research department of Salomon Brothers Asia Limited.
Dan Latimore
Senior Vice President
  Daniel W. Latimore, CFA, is the Senior Vice President of Celent’s Banking group and is based in the firm’s Boston office. Dan’s areas of focus include consumer behavior, innovation, and technology-enabled strategy. Dan has been widely quoted in the press, including the Boston Globe, CNBC and CNBC Europe, and American Banker. He has been a frequent speaker at industry conferences and client presentations, having delivered addresses in more than a dozen countries to audiences ranging from intimate meetings with CEOs and central banks to keynote speeches to 800 people. He has held senior management positions in research groups at Deloitte and IBM, has worked in industry at Merrill Lynch and Liberty Mutual, and was a consultant at McKinsey & Co.

Jack Lee
Team Leader
Head of Mobile Marketing
eBCard Co., Ltd.
  Jack (Seung Hyun) Lee is the Team Leader and Head of the Mobile Marketing Divison of eBcard. Jack has worked across various business and IT areas for over 10 years. Capitalizing on his IT background, Jack focuses on business expansion and coordinating with the IT division of eBcard, one of the largest Automatic Fare Collection Service providers in Korea and now part of Lotte Group, the fifth largest company in Korea. eBcard is expanding its services in both the transportation and e-money industries. As someone who has been with eBcard since the beginning, Jack has considerable expertise in the realms of Smart Cards and NFC Technology.

Jamie Macgregor
Senior Vice President

  Jamie Macgregor is a Senior Vice President of Celent’s insurance practice and is based in our London office. His research focuses on IT strategy, the business value of IT, and the technology challenges facing the European life and pensions market. Jamie’s career spans over 16 years in both management consulting and the insurance industry. Prior to joining Celent, he was a Senior Manager within Deloitte’s management consulting practice. Whilst in industry, he performed a number of key lead IT / Business interface roles, such as Head of IT Strategy for AXA UK & Ireland, and led change delivery at both AIG and Zurich Financial Services.

Tsukasa Makino

Deputy General Manager - IT and Corporate Planning Departments 
Tokio Marine and Nichido Fire Insurance Co., Ltd. 
  Tsukasa Makino is conducting strategic research for the Corporate Planning Department and IT Planning Department at Tokio Marine & Nichido Fire Insurance Co., Ltd.. His specialty is in-depth insights on advanced technologies within Insurance industries and empowering IT engineers. Tsukasa’s current focus is the combined effect of new technology trends such as Cloud Computing, Crowd Sourcing, Social Network, Mobile Computing and how those technologies change the world. He is a popular speaker at various seminars and conferences . As a visiting professor and adjunct professor at University of Tokyo, University of Tsukuba and Kyushu University, he is teaching “Advanced IT strategy”, “International communication and leadership”, ”Engineers’ ethics” and “Carrier Design Workshop”.

Donato Montanaro, Jr.
TradeKing Group
   As CEO of TradeKing Group, Don Montanaro is responsible for charting the company’s business course and overseeing all principal functions of the firm. Don has been at the forefront of online trading since its infancy, driving the evolution of the modern brokerage by connecting investors’ needs with visionary ideas made possible through breakthrough technology. Before co-founding TradeKing in 2005, Don was formerly founder and president of SureTrade, Inc., an NASD member brokerage firm and a subsidiary of Quick & Reilly and later Fleet Financial. SureTrade was a pioneer in deploying live chat as a service channel, and was a leader at introducing options trading education to retail clients in the late 1990s. Under Don’s leadership, SureTrade grew to be the eighth largest online brokerage firm worldwide, processing over 50,000 trades daily. Don earned his J.D. from The Catholic University of America's Columbus School of Law and B.A. from the University of Notre Dame.

Lee Musgrave
Founder and Director
Preciousbluedot Ltd

  A lifelong passion and involvement with digital art and design in various guises, Lee joined Rare, the
then most exciting video games developer on the planet, after completing an honours degree in Cognitive Psychology during 1995. He held positions over the proceeding 17 years at Rare including
Lead Artist, Art Director, Head of Technical Art and eventually Head of Art for the studio, directing a
70 strong team of hugely talented, hand-picked individuals to design and create digital interactive
entertainment crossing many demographic boundaries and genres. Most recently responsible for the visual design and implementation of Microsoft Avatars on the Xbox360 platform and as Art Director on Kinect Sports - Season 2, Lee is keen to find exciting new projects to sprinkle visual magic over.

Axel Pierron
Senior Vice President
Securities & Investments

  Axel Pierron, based in the firm’s Paris office, is a Senior Vice President for Celent’’s Securities & Investments Group. Mr. Pierron’s expertise lies in electronic bond trading, derivatives and FX markets, market infrastructure, trade finance, and claim management automation. Most recently, he was featured in the Financial News 40 Under 40 Rising Stars of Trading and Technology, published September 2011. Axdel is also quoted regularly in the media, including the Financial Times, Reuters, Les Echos, Le Monde, CNBC, BBC, Financial News, France 2, Daily Telegraph, and European Banker. He is a frequent speaker on technology’s impact on strategy and market organization. Mr. Pierron was a member of the Mission Ecoter within the French Senate and of the Association pour le commerce et les services en ligne (ACSEL). Before joining Celent, Axel was an Internet research analyst for BNP Paribas. Previously, he was an internal auditor for Leclerc, the second largest supermarket chain in France.

Tom Sheridan


  Tom, who has 35 years experience in the investment community, has a history of building successful and innovative businesses. He spent two decades with Prudential Bache on three continents, latterly as COO of their International Division with a presence in 16 countries. He subsequently becae the MD of Barclays Stockbrokers where he pioneered an industry solution to the handling of the major demutualizations. In 1997, he introduced the UK’s first fund supermarket and introduced the UK’s second (after Schwab) internet stockbroker. Together with Justin Urquhart Stewart and Graham Stott, he founded 7IM in 2001. As CEO, he has led 7IM as an early, and successful, entrant in both multi-manager and open architecture investment platform markets which currently manages £5.2bn of clients assets. More recently 7IM have pioneered multi-asset portfolios using all passive instruments in the UK.

Craig Weber
  Craig Weber is the Chief Executive Officer and is responsible for Celent’s global insurance practice and is based in Helotes Texas.  In this position, he leads a team of associates spread across North America, Europe, and Asia. Craig has been a management consultant and analyst for over 22 years, with the majority of his experience coming from various positions within the insurance industry. He has advised dozens of insurers and vendors on IT and business strategies. Craig is frequently featured as a speaker at industry events, addressing diverse topics such as core systems modernization, innovation, and creative disruption. Craig’s comments on insurance and technology topics have appeared in USA Today, The Chicago Tribune, AP Newswire, Best’s Review, Business Insurance, and Technology Decisions, and he recently appeared on CNBC’s On the Money. He has written numerous columns for publications such as Insurance Networking & Data Management and Insurance & Technology.
Marnix Zwart
Co-Founder and COO

  Marnix Zwart, Kroodle Co-founder and COO, is responsible for strategy, business development and operations. Zwart was previously at AEGON and ING Bank where Zwart had P & L responsibility for several online initiatives (websites, apps and other mobile applications). He has extensive experience in inventing concepts for and realizing online initiatives. Key terms that describe Zwart are: mobile, responsive, strategy, innovation, fast thinker, new tech, proud father, get things done, energetic, program management, insurance, pension, and banking.



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Payment Instructions

  • Celent clients and the media can attend at no charge. Non-clients can attend for a registration fee of US$795. Non-sponsoring vendor firms are limited to two representatives. To register, click on the button above.

    Sampling of Registered Firms

    Wells Fargo

    Fireman's Fund Insurance

    Mechanics Bank

    Silicon Valley Bank

    Fidelity Investments




    Jack Henry Associates


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