Expert insight: Email security for investment management firms

Free webinar

Immediate access

In association with:

Speakers include:

Rachel Wilson, Head of Cybersecurity, Morgan Stanley

Sudeep Venkatesh, Chief Product Officer, Egress

What you'll learn

In a privacy-first world, email use puts investment management firms at risk of data leaks and regulatory non-compliance, jeopardizing client relationships, damaging operational efficiency and affecting the bottom line. To remain both resilient and secure, firms need to simultaneously mitigate outbound risks and implement comprehensive reporting.

In this webinar, Rachel Wilson, Head of Cybersecurity for Morgan Stanley, will join Egress in conversation about the key considerations for email security to support employees - wherever they're based and whatever device they're using! In a fireside chat, they'll discuss top areas of risk for investment management firms when keeping high-level worth individuals' data secure, what taking a report-first approach to email security really means, and how to streamline security for improved data breach prevention and compliance.

How risks originate as employees use email and the impacts data leads have

The effects of COVID-19 and remote working on email security

The rise of machine learning and intelligent DLP for improved breach prevention

Key takeaways for your organization

About the speakers

Rachel Wilson

Head of Cybersecurity, Morgan Stanley for Morgan Stanley Wealth Management and Investment Technology

Rachel Wilson spent the first 15 years of her career at the National Security Agency (NSA).

Over the course of her NSA career, she held several key senior executive level leadership positions.
Between 2008 and 2010, she ran NSA’s counterterrorism operations and led a global enterprise in detecting and disrupting terrorist plotting against the United States and its allies.

Between 2010 and 2012, Rachel served as NSA’s Chief of Operations in the UK working out of the US Embassy in London. In this role, she worked with UK intelligence services to counter terrorist and cyber threats to the 2012 Olympics.

Returning to the US in 2012, Rachel spent nearly five years leading NSA’s cyber exploitation operations within NSA’s Tailored Access Operations. In this capacity, she led the planning and execution of thousands of cyber exploitation operations against a wide array of foreign intelligence, military, and cyber targets and served as the committing official for many of NSA’s highest risk and most important intelligence-gathering activities.

In April of 2017, Rachel became the first Head of Cybersecurity for Morgan Stanley Wealth Management and Investment Technology. Rachel Wilson is a Managing Director and Head of Cybersecurity for Morgan Stanley Wealth Management. She is responsible for protecting the cybersecurity of Wealth Management, Investment Management and Prime Brokerage systems and the integrity and confidentiality of Firm and client data. Additionally, Rachel advises the leadership of Wealth Management, Investment Management and Prime Brokerage on cybersecurity issues, including secure code development standards, secure network architecture, vendor relationships, advanced persistent threat (APT) detection and mobile security. She also leads field and client education and communication on cyber risk, threats and mitigations. She and her team drive innovation for new cybersecurity and authentication technology.

Rachel was recognized by Morgan Stanley Wealth Management as part of the 2019 MAKERS Class, a program that honors women who serve as groundbreakers, innovators and advocates. She was also named one of the Top Women in WealthTech 2020 by ThinkAdvisor.
In her private capacity, Rachel advises individuals, corporations and institutions on cybersecurity best practices and strategies. She serves on the Advisory Board of WATSCO Inc (NYSE: WSO) and on the CISO Advisory Board of Amgen Inc (NASDAQ: AMGN).

Sudeep Venkatesh

Chief Product Officer, Egress

Sudeep Venkatesh is a noted expert on data protection, bringing two decades of industry and technology experience in this area. His expertise spans the protection of data in both structured and unstructured data ecosystems, with an emphasis on solving real-world business problems through encryption, authentication and key management. He has an in-depth understanding of regulatory compliance standards, including the EU GDPR, PCI and NYDFS, etc. Sudeep has worked on numerous data security projects with Fortune 500 firms in the US, the UK and globally.

At Egress, Sudeep works as the Chief Product Officer with responsibility for product strategy, product management and the delivery of pre and post-sales technical services to customers. Prior to this, he was the Global Head of Pre-sales for the Data Security division of Hewlett Packard Enterprise (HPE), leading a global team of Sales Engineers. Sudeep joined HPE through its acquisition of Voltage Security, where he was part of the executive team.