Jason Koulouras

Current

Director, Data Services at Canada Pension Plan Investment Board
Director, Data Services at CPP Investment Board

Past

Director, Enterprise Data Management (EDM) at CPP Investment Board
Director, Enterprise Data Management at Canada Pension Plan Investment Board
Director, Head of Business Development (Market Data) at TSX

Executive Director at CIBC
Executive Director at CIBC Wood Gundy
Executive Director, Market Data Services at CIBC World Markets
Treasury Product Manager at Reuters Canada
Treasury Product Manager at Reuters Americas
Account Support Representative at Reuters Canada
Trust Officer at Attorney General of Ontario
Trader at BHICC
Securities Cage Operations at ScotiaMcLeod
Bond and Money Market Settlements Clerk at Midland Doherty

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10 more...

Education

Witz Training
Canadian Securities Institute
University of Toronto - Victoria University

Crescent School
University of Toronto - Victoria University

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2 more...

Recommended

16 people have recommended Jason

Connections

500+ connections

Industry

Capital Markets

Websites

Jason Koulouras’s Summary

Brokerage Firms - Operations, Back Office, Dividends, Reconciliation, Daylight Banking, Settlements, Certification, Segregation

Hedge Fund and Agency Trading - Currencies, Commodities, Aluminum, Nickel

Reuters - Customer Support Representative, Customer and Product Trainer, Product Management, Treasury, Live on-site customer training, product and solutions assistance (all asset classes).

CIBC - Market Data (all asset classes - Equities, Derivatives, Energy, FX, Fixed Income), Data Management, E-Commerce, Infrastructure, Latency, Innovation, Budget, Negotiations, Reference Data, Asset Class Data, Training, Inventory Management, Vendor Relations

TSX - Product Management, Product Marketing, Negotiations, Strategy, Market Data, Market Data Services, Fixed Income, Innovation Evangelist, News, Capital Markets, New Product Development, Editor, Business Development, Biz Dev, Pragmatic Marketing, New Product Development, Head of Fixed Income Index Advisory Panel

CPPIB - Enterprise Data Management, Integration with Infrastructure and Applications, pursuit of investment returns, EDM, Seeking Alpha, Better Beta, Market Data, Reference Data, Credit Data, Demographics, Macro, Micro, Master Data Management, Market Structure, Low Latency Trading, Data Architecture, Time Series, Enterprise Search.

Seminars:

Pragmatic Marketing: Effective Product Marketing, 2005:

Pragmatic Marketing: Practical Product Management, Requirements that Work, 2004:

Communicare: Leadership Through People Skills, 2002

Treating Market Data as an Asset, 2001

Market Data Challenge - Electronic Trading, Arrival of the Quants: Update Rates and Data Quality, 2000

Emotional Intelligence, Leadership and Coaching, 1999

Triarch Infrastructure and Architecture, Reuters, 1999

Jason Koulouras’s Specialties:

Market Data, Data Management, Product Management, Product Marketing, Strategy, Data Content, Negotiations, Contractual Agreements, Market Data Technology, Market Data Infrastructure, Data Delivery, News, Fixed Income, Latency, Equities Cross Asset Valuation, Reference Data, Data Taxonomy, Business Development, Biz Dev, Pragmatic Marketing, New Product Development, Enterprise Data Management, EDM, Master Data Management, MDM

Jason Koulouras’s Experience

Director, Data Services

Canada Pension Plan Investment Board

(Government Agency; Investment Management industry)

January 2009 — Present (11 months)

As part of a need to increase focus on the business side of the fund and also to enable focus in IT on Time Series, I moved from running the EDM Group to running the Data Services Group. I am accountable for content choices, contract negotiations, chair of the Data Governance Council, data quality, content and functional requirements and ensuring sound and strategic execution of the Data Management function. Partnering with Information Services, I ensure that the business receives the data they need. The data is Complete, Accurate, Reliable, Accessible, Timely, Transparent and Secure. I am also the business owner for the Master Data Management (MDM), Enterprise Data Management (EDM), Time Series Solutions and kdb+ from Kx Systems.
Director, Data Services

CPP Investment Board

(Government Agency; Investment Management industry)

January 2009 — Present (11 months)
Director, Enterprise Data Management (EDM)

CPP Investment Board

(Government Agency; Investment Management industry)

March 2008 — December 2008 (10 months)

Responsible for the Enterprise Data Management portfolio at CPPIB - the independent agency responsible for investing pension contributions from over 17 million Canadians. Particular focus on Market Data, Reference Data, Credit Data, Entities, Issuers, Counter Party, Capital Markets and related data and processes.
Director, Enterprise Data Management

Canada Pension Plan Investment Board

(Capital Markets industry)

March 2008 — December 2008 (10 months)
Director, Head of Business Development (Market Data)

TSX

(Public Company; 501-1000 employees; X.TO; Capital Markets industry)

February 2004 — March 2008 (4 years 2 months)

Product Management and Marketing at TSX (Toronto Stock Exchange) - oversees 3rd party relationships, marketplaces and strategy. Head of Business Development for TSX Datalinx (Market Data division). Also a specialist in negotiations and agreements. In addition, was chair of the Fixed Income Index Advisory Panel (formerly the Scotia Capital Universe Bond Index). Manages relationships for the TSX with PC-Bond and Fixed Income Index Founding and Contributing Dealers and Banks. Product Director for TSX & The Canadian Press Equities News and CanDeal Canadian Dollar Fixed Income data. TSX lead on Fixed Income Information Processor application and Fixed Income transparency with Ontario Securities Commission (OSC) and CSA. Lead product management and product marketing efforts with customers including dealers, banks, hedge funds, and asset managers. Participate and contribute on strategic customer account audits.
Executive Director

CIBC

(Public Company; 10,001 or more employees; CM; Banking industry)

October 1997 — February 2004 (6 years 5 months)
Executive Director

CIBC Wood Gundy

(Public Company; 10,001 or more employees; CM; Financial Services industry)

October 1997 — February 2004 (6 years 5 months)
Executive Director, Market Data Services

CIBC World Markets

(Public Company; 10,001 or more employees; CM; Investment Banking industry)

October 1997 — February 2004 (6 years 5 months)

Responsible for internal customer relations, training, best practices for data consumption and usage, ensuring traders, salespeople and other consumers of data were using the right data at the right time for the right purpose. Oversee $80 million budget spend on market data services including content, workstation software, and infrastructure. Negotiate contracts with market data vendors. Manage market data vendor relationships with firms such as ILX, Reuters, TSX, NYSE, Nasdaq, Bloomberg and Dow Jones. Ensure CIBC capital markets participants had the fastest data and lowest latency on the street possible. SME for market data content, infrastructure and services at CIBC and the go to person on business and IT projects involving market data. Lobby with market data solutions and content providers to add additional data or speed up data flows to solve CIBC requirements. Led Toronto market data experts committee - representation from several banks and brokerage house.
Treasury Product Manager

Reuters Canada

(Public Company; 10,001 or more employees; RTR.L; Financial Services industry)

May 1996 — October 1997 (1 year 6 months)

Product Manager for Treasury - Fixed Income, Money Market, Derivatives and Foreign Exchange (FX) at Reuters Canada. Responsible for product development and evolution, advocating for resources and priority for Canadian development, specialist sales assistance in treasury opportunities, and data management. Added over 3,000 new fixed income instruments to product offering, worked directly with sales group to increase market share at Canadian financial institutions. Responsible for data design, taxonomy and data management including display template selection and data security type selection process.
Treasury Product Manager

Reuters Americas

(Public Company; 10,001 or more employees; RTR.L; Financial Services industry)

May 1996 — October 1997 (1 year 6 months)

Product Manager for Treasury - Fixed Income, Money Market, Derivatives and Foreign Exchange (FX) at Reuters Canada. Responsible for product development and evolution, advocating for resources and priority for Canadian development, specialist sales assistance in treasury opportunities, and data management. Added over 3,000 new fixed income instruments to product offering, worked directly with sales group to increase market share at Canadian financial institutions. Responsible for data design, taxonomy and data management including display template selection and data security type selection process.
Account Support Representative

Reuters Canada

(Public Company; 10,001 or more employees; RTR.L; Financial Services industry)

July 1995 — October 1996 (1 year 4 months)

Responsible for three major Canadian banks - CIBC World Markets and CIBC (Canadian Imperial Bank of Commerce), Bank of Nova Scotia, Scotia Capital (BNS), Toronto Dominion Bank, TD Securities. Duties included fielding customer calls: technical support, data content and functionality support, product training and customer relations. Trained over 800 individuals across areas as diverse as energy trading, treasury management, swaps trading, equity arbitrage and risk management. Responsible for client account visitation program and being present at customer premises for live product assistance and products and solutions promotion.

Assisted with significant increases in market share during the 2 years plus at Reuters Canada including large gains in market share at CIBC, CIBC World Markets, Bank of Nova Scotia and Scotiacapital. For example at CIBC, increased position count from 75 to over 225 in two years.
Trust Officer

Attorney General of Ontario

(Government Agency; 501-1000 employees; Government Administration industry)

November 1994 — July 1995 (9 months)

Assignment posting responsible for reconciliations, posting, account management for Cemetary Trust Accounts held with the Province of Ontario. Worked in the Public Trustee's office. Assisted with investigations of use of funds, maintenance of property, and adherence to investment rules and regulations. Involved with streamlining and process improvement.
Trader

BHICC

(Privately Held; 51-200 employees; Capital Markets industry)

July 1990 — November 1994 (4 years 5 months)

Proprietary trading and customer trading in various commodities and currencies including British Pounds, Aluminum, Deutsche Marks, Spanish Pesetas, French Francs, Nickel, Gold and Oil. Specialist in foreign exchange options and delta neutral strategies. Hedge fund and private client trading and banking representative.
Securities Cage Operations

ScotiaMcLeod

(Public Company; 10,001 or more employees; BNS.TO; Capital Markets industry)

March 1986 — July 1989 (3 years 5 months)

Securities Cage, Operations, Dividends Reconciliation, Counter Operations, Money Market Operations. A wide range of positions - was a floater resource who was deployed to the area or areas most in need of resources and assistance. Was McLeod Young Weir at first until takeover by Bank of Nova Scotia.
Bond and Money Market Settlements Clerk

Midland Doherty

(Privately Held; 501-1000 employees; Capital Markets industry)

June 1984 — September 1985 (1 year 4 months)

First position in the securities industry - code and book trade tickets, create new securities, maintain security master for the firm in fixed income, manage broken trades, DK's, confirms in both money market and bond securities. Work with trading desk to manage fails.

Jason Koulouras’s Education

Witz Training

SmartManager 2004 — 2004

http://www.witztraining.com/smartmanager.html
Canadian Securities Institute

1985 — 1997
University of Toronto - Victoria University

Bachelor of Arts , Geography, Economics , 1984 — 1996

Economics - micro, macro, economic history, labour market economics, demographics

Geography - location theory, environment, china, urban development

Philosophy - mind and matter, law, physics

Astronomy - life on other worlds - scientific basis, theory of the universe

Geology - environmental, public policy

Math - Calculus with focus on Financial Math

Went to university on part time basis while working full time.
Crescent School

1975 — 1984
University of Toronto - Victoria University

Physics 2008

Pursuing studies in the 3 P's: Physics, Philosophy and Psychology

Additional Information

Jason Koulouras’s Websites:

Jason Koulouras’s Interests:

Hiking, Mountain Trail Hiking, Basketball, Cycling, Reading, Writing, Physics, Data Flow Study, Discussions, New Product Development - NPD, Product Management, Leadership, Six Thinking Hats, Yoga, Energy, Quantum States, Oil Depletion, Climate Change, Cross Country Skiing, Detroit, Orlando, Rockies

Jason Koulouras’s Groups:

Product Management Association (PDMA), Toronto Product Management Association (TPMA), IIR - Institution for International Research, Linkedin LION, Linkedin, Pragmatic Marketing Alumni, Execunet, Toplinked, SHIFT, ChangeThis Manifesto, Dallas Blue, Networking Canadians, Ecademy, Plaxo, Friends of Greece, IRMAC, DAMA, TDWI