The massive data hacks we’ve seen in 2017 are a stark reminder of the importance of securing sensitive information from those who would exploit it. CIOs have spent heavily on cybersecurity, and must continue to remain diligent as the stakes for their companies get continually higher. And the loss of customer trust that results from a data breach is just one implication. Companies doing business across the Atlantic will have greater compliance demands in May when the European Union’s General Data Protection Regulations begin. Data rooms sit at the center of deal negotiations, protecting the confidential information bidders need to evaluate potential acquisitions.



Daniel Perez
Director of Business Strategy, Venue Virtual Data Room
Donnelley Financial Solutions

Daniel Perez is Director of Business Strategy for Donnelley Financial Solutions' Venue virtual data room and end-to-end deal solutions suite, with responsibility for the strategic marketing and branding direction for Venue globally. Daniel has been with Donnelley Financial Solutions for 6 years, and prior to joining Donnelley, he worked at both NBC Universal and BBC America in the digital media and marketing divisions in New York. Prior to moving to New York, Daniel worked both as in-house and agency marketing roles in Las Vegas, as well as executive producing a television series for the City of Las Vegas. Mr. Perez holds a Bachelors Degree in Business and Psychology from Pepperdine University and a MBA from the Gabelli Graduate School of Business at Fordham University.

Joanna Fields
CEO & Founder
Aplomb Strategies Inc.

Ms. Fields is the CEO and Founder of Aplomb Strategies Inc., with over 15 years of experience in implementing equity and derivative regulatory, clearing and market structure change. At Aplomb she leverages her regulatory and technology background to develop risk management practices for registered entities and vendor third party technology firms. Her unique focus assists firms design holistic governance structures to help limit the impact of increased reputational, cybersecurity and regulatory risks.Most recently, Ms. Fields was the Head of Equities and Derivatives Market Structure for Deutsche Bank Securities Inc. (DBSI). Ms. Fields was also the Compliance Registered Options Principal and Derivatives Compliance Advisor for both DBSI and Credit Suisse First Boston (CSFB). In addition, Ms. Fields worked in Market Regulation for both the International Securities Exchange (ISE) and Chicago Board Options Exchange (CBOE). Ms. Fields began her career in economic litigation consulting with Lexecon Inc. Currently, Ms. Fields industry affiliations include: Securities Traders Association, LaunchTalks’ Innovative Markets Power Circle (IMPC) for financial technology vendor platforms, and Women in Listed Derivatives. In past years, Ms. Fields served as the Chairman of the Options Trading Committee for the Securities Industry and Financial Markets Association (SIFMA). Ms. Fields has also held board positions with Securities Traders Association of New York, and the Option Clearing Corporation’s (OCC) Option Industry Council (OIC) as well as its separate Technology Board. Ms. Fields historically held committee positions with SIFMA, the Financial Industry Forum, the Futures Industry Association, the Securities Traders Association of Chicago, and the Inter-market Surveillance Group.Ms. Fields received her BA degree in art history and chemistry from Barnard College, Columbia University, and her MS in Business and Technology from New York University.