Schedule / Program

Welcome Reception Sponsored by SSE Infonet

Located at The Living Room Bar located inside the W Hotel, 1 Austin Road West, Kowloon Station

Registration/Breakfast/Exhibits

Keynote

Keynote:

Romnesh Lamba, Executive Vice President & Head of Market Development, Hong Kong Exchanges and Clearing

Exchanges and Markets - Competition, Cooperation, Consolidation

Exchanges have rapidly evolved into lean, global competitors with opportunities and threats around every corner.  In this session, executives from major exchanges and non-exchange market operators will discuss the current landscape and how the latest developments within their organizations are responding to it. A major focus will be the impact of the dynamic environment on exchanges' market data and reference data businesses.

Moderator:

Sallianne Taylor, Global Manager, Exchange Business, Bloomberg L.P.

Panelists:

Yasuyuki Konuma, Executive Officer, New Listings, Tokyo Stock Exchange

Suo Li, Sales Director, Nasdaq OMX

Daniel Poon, Vice President, Market Data Department, Hong Kong Exchanges and Clearing

Tinggang Yang, CTO, SSE Infonet

Networking Break

Real-time Technology

Massive growth in the number of trading venues and in data volumes - coupled with a geographically fragmented market creates challenges and opportunities for real time technology.   The FISD Real-time Technology Roundtable was recently created to grapple with issues related to high-speed connectivity and data processing.  Questions this panel will address:  What trends have we seen before and elsewhere, and which ones are unique to this region? Buy versus build?  Hosted versus deployed? Do everything versus do some things?  

Moderator:

Jim Waldorf, Director of High Frequency Products and Solutions, Intel Data Center and Connected Systems Group

Panelists:

Denny Honess, Head of Global Banking and Markets Dedicated Products , Bank of America Merrill Lynch, Japan Securities

Alan Ross, Executive Director - APAC Regional Head of Market Data Services , UBS

Peter Tierney, Principal, Saquish Partners

Eugen Tjong, Head of Enterprise Solutions Real-Time, Asia Pacific, Thomson Reuters

Speaking Directly - Consumers and Data Sources

For a variety of performance, regulatory, and control reasons, market data users are increasingly seeking more direct relationships with exchanges and other data sources.   Direct arrangements include direct datafeeds, direct contractual relationships, and direct entitlement control and reporting. In this session, we will examine these trends, what is driving them, and look at the associated business and administrative challenges.

Moderator:

Sally Huxtable, Director, Exchange Audits

Panelists:

Ben Mendoza, Chief Executive Officer, MDSL

Andrew Miller, FIA, Managing Director, Arcontech Limited

Daniel Poon, Vice President, Market Data Department, Hong Kong Exchanges and Clearing

Jutta Werner, Head, Content Acquisition, Asia, Thomson Reuters

Networking Lunch

FISD Constituency Group Meetings

The FISD constituency group sessions provide a unique opportunity to candidly address market data business issues and practices with your colleagues from firms in your same industry segment. Members are encouraged to submit agenda items. 

Consumers - Emerald II
Exchanges - Emerald I
Data Vendors - Diamond Ballroom I

Break

Staffing: Executives Opine on Regional Realities

As the volume and complexity of work continue to increase, what are the organizational and staffing challenges that consumer firms face?  Are they hiring, outsourcing, or reorganizing?   What are the keys to identifying and retaining talent? What are the models for market data sourcing and management within the various firms, and how do they interact with the technology teams, reference data functions, and index licensing groups?  Discussion to include post-recession hiring environment, regulatory impacts, and changes to organizational structure.

Moderator:

David Anderson, FIA, Program Director, FISD/Atradia

Panelists:

Danielle Dinse, Asia Head of End User Services - Group Technology Infrastructure Services, UBS

Freda Doyle, Head of IOO Service & Delivery Hong Kong , The Northern Trust Company of Hong Kong Limited

Denny Honess, Head of Global Banking and Markets Dedicated Products , Bank of America Merrill Lynch, Japan Securities

Peter Wu, Executive Director, Morgan Stanley

Indexes - Managing Complex Products and Relationships

The FISD Index Forum was created in response to rising interest in indexes and indexing.  Heightened focus on these products creates new opportunities and challenges for all parties involved. This panel will provide perspectives on product innovation, drivers of the creation of new indexes, and the commercial challenges facing index creators, index disseminators and end users. We will focus on the importance of collaboration between index sponsors and indexed product issuers on idea generation, education, and distribution given the fast growing number of ETFs and index-linked products in Asia.

Moderator:

Ben Collins, Sales & Marketing Director, Real-Time Data, Morningstar

Panelists:

Frank Benzimra, Director Equities Structuring, Standard Chartered Bank

Simon Karaban, Director, Research & Design, S & P Indices

Anthony Yeung, Index Business Development, Asia, Thomson Reuters

Johnnie Yung, Director, Equity ETF, BlackRock, Inc.

Off-site Dinner Sponsored by Thomson Reuters

Hullet House, 2A Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong

Meet on Level 9 of Ritz Carlton Hotel at 5:00PM to board buses. Buses to begin departing at 5:15PM

Breakfast/Exhibits

Welcome

Presenter:

Max Bowie, Editor, Inside Market Data Magazine

Keynote: The Strategic Role of Data and the Importance of Data Quality in Driving Business Growth

Keynote:

Srini Venkataramani, APAC Regional Head, Global Head of Reference Data Governance & Control - Reference Data Service, Credit Suisse

End-user panel: Spend Smart, Manage Smarter

• The effect of global economic trends on data demand, budgets and management strategies in Asia
• Local vs global data sourcing, vendor contracts and internal strategy: What should be managed at theregional level, and what should be run globally?
• Local vs global vendors: Is there sufficient competition in the region to provide a healthy landscape ofvendors and offerings?
• Supporting growth without becoming overgrown: leveraging existing resources and negotiating dealswith room to grow
• Managing through monitoring: tracking internal usage and evaluating vendor executionto get the mostperformance for the least outlay

Moderator:

Olivier Rose, Head, Projects & International MD, Societe Generale Securities Services

Panelists:

Mark Bands, Head of Global Customer Reference Data, ANZ Institutional Bank

Jeremy Green, IPUG Asia and Global Head, Market Data, Standard Chartered Bank

Miguel Ortega, Market Data Manager, Deutsche Bank Group

Networking Break

Panel discussion: The New Era of Co-location

• The impact of new exchange platforms and co-location centers: Faster data, or just more data?
• What have exchanges done in co-location to further improve latency in the past year?
• Current and future state of the platforms in Asia Pacific
• What’s next for co-location, proximity services and regulation?

Moderator:

Chris Lee, Global Head of Market Access & Electronic Brokerage, ABN Amro Clearing

Panelists:

Del Abdullah, Head, Electronic Trading, Daiwa Capital Markets

Kathleen Grey, Associate Director, Advanced Execution Sales, Asia & Japan, BNP Paribas

Jonathan Leung, VP, Market Development, Head of Hosting Services, Hong Kong Exchanges and Clearing

Miguel Ortega, Market Data Manager, Deutsche Bank Group

Panel discussion: Top of the Agenda - High Quality Reference Data for Risk Mitigation

• Sourcing and capturing accurate and sufficient counterparty data to monitor exposure levels and mitigate risk
• Best practices for integrating entity data with other data assets to mitigate risk
• Managing the increased complexity of and requirements for obtaining good quality data
• Alternative operating models: Assessing the benefits of offshoring, outsourcing, and using utilities

Panelists:

Mark Bands, Head of Global Customer Reference Data, ANZ Institutional Bank

David Berry, FISD IPUG and COSSIOM Executive Committee Member & Market Data Global Sourcing, UBS AG

Ian Cumberpatch, Director, Sales (Asia Pacific), Asset Control Systems, Inc.

Darren Measures, Head of Risk, Asia Pacific, JP Morgan

Tim Rice, Global Head of Pricing and Reference Data, Thomson Reuters

Case Study: Big Data, Small Budget

• Managing the vast increase in market data volumes in times of freezing or shrinking IT budgets
• Strategies for managing the data growth as well as analytics generation

Presenter:

Del Abdullah, Head, Electronic Trading, Daiwa Capital Markets

Networking Lunch

Panel discussion: My Generation New Data, New Media, New Delivery Mechanisms

• Light oil, heavy metal, hot coal: Identifying and sourcing “hot” datasets—from commodities and indexes to OTC assets and new instrument types.
• The mobile movement: Tailoring data for new types of users and devices, and new ways of consuming content
• The retail revolution: The impact of retail traders driving new trends in data provision in Asia-Pac
• The new face of news: Incorporating elementized news, low-latency feeds, sentiment scores and workflow-led content to trading strategies
• The social agenda: Assessing the value of social media as inputs to investment decision

Moderator:

Chris Lee, Global Head of Market Access & Electronic Brokerage, ABN Amro Clearing

Panelists:

David Berry, FISD IPUG and COSSIOM Executive Committee Member & Market Data Global Sourcing, UBS AG

Jeremy Green, IPUG Asia and Global Head, Market Data, Standard Chartered Bank

Kathleen Grey, Associate Director, Advanced Execution Sales, Asia & Japan, BNP Paribas

Panel Discussion: Transparency and Accuracy of Evaluated Prices for Complex and Illiquid Assets

• Balancing between the need for accuracy and timely data
• Strategies for getting multiple sources of data, maintaining and validating them in a minimal time frame
• How is the growing thirst for evaluated prices affecting the operations of firms?
• What can be done to be outstanding and to outperform in the face of market volatilities?
• What is next and what can vendors do to meet ever-changing client needs?

Moderator:

John Best, Director, Kendale Systems and Services

Panelists:

Jayme Fagas, Head of Evaluated Pricing, Thomson Reuters

Kevin Ng, Director, Enterprise Solutions, McGraw Hill Financial, a Standard & Poor's company

Olivier Rose, Head, Projects & International MD, Societe Generale Securities Services

Chhavi Wadhwani, Business Analysis, Reference Data Products and Pricing, Barclays Capital

Networking Break

Panel Discussion: The New Landscape of Enterprise Data Management

• Risk and transparency: Understanding the business need for investing in data management initiatives
• Reaching the next level: Strategies for effective data integration
• Ensuring data centralisation supports downstream business needs
• How can data management technologies and methodologies be applied to solve enterprise riskinformation problems?

Moderator:

Michael Shashoua, Editor, Inside Reference Data, Incisive Media

Panelists:

Nassar Ahmad, VP Client Operations, GoldenSource Corporation

Darren Measures, Head of Risk, Asia Pacific, JP Morgan

Hugh Stewart, Head of Sales, EMEA and AP, SmartStream Technologies Limited

Srini Venkataramani, APAC Regional Head, Global Head of Reference Data Governance & Control - Reference Data Service, Credit Suisse

Vendor panel: Data Providers Respond to Users Questions

• What major trends have data providers experienced in Asia-Pacific over the past year, and how arethey responding?
• What content and tools are clients demanding most, and what solutions are suppliers developing as aresult?
• Where are data providers delivering real innovation that gives clients in the region an advantage?
• How can data providers better engage clients in negotiations and be seen as long-term partners?
• Is cross-border regulation needed to protect suppliers' IP rights, or has the US-China agreement of2008 solved concerns about data in China? Have other initiatives reduced data "piracy" in the region?

Moderator:

John Best, Director, Kendale Systems and Services

Panelists:

Dan Campion, Sales Director, Asia, Interactive Data Corporation

Jason Liu, Director, S&P Capital IQ

Will Mateu, Business Development & Sales ICAP, ICAP

Stuart Plane, CEO, CADIS

Closing Remarks

Presenter:

Max Bowie, Editor, Inside Market Data Magazine