Schedule / Program

Consumer Workshop: Audits - Preparation for an Efficient Process

This workshop is available only to staff from banks, brokerage firms, investment firms, asset managers, custodians and hedge funds.

Constituency Groups

Welcome Reception

Registration/Breakfast/Networking

Opening Remarks

Presenter:

Tom Davin, FIA, Managing Director, FISD

Welcome

Presenter:

Antonio Zoido, President, BME Group

Geographic, Cultural, and Business Diversity - Financial Data on the Continent

The financial information community in Continental Europe is a diverse landscape made up of small, medium and some larger centers. Our panel will explore how operating in these centers differs among them and what differences there might be when considered against centers like London and New York? How much data is local or regional? How much service from suppliers is local, regional or even global? Has the onward march of globalization changed the dynamics of market data in this region?

Moderator:

David Anderson, FIA, Program Director, FISD/Atradia

Panelists:

Ivo Bieri, Head of Strategic Business Development , SIX Telekurs

Kees Brooimans, CEO and Managing Partner, Screen INFOmatch BV

Jose Luis Martin, Sales Manager Solutions - Italy, Spain and Portugal, Thomson Reuters

Claus Thorball, Head of Global Market Data, Nordea Bank AB

Member Update: Wet String ? ...and other options for market data connectivity

Presenter:

Andrew Miller, FIA, Managing Director, Arcontech Limited

Networking Break

MENA: Update on the Landscape

While the Middle East financial markets have been established for decades, many appear to be changing their business models to align with the western models for selling market data and developing products. Who are the major players?  How are they positioning themselves within the region and globally? What are the major obstacles for change?  What are the immediate and long term goals?

Moderator:

Susan Gogus, Deputy Secretary General, Federation of Euro-Asian Stock Exchange (FEAS)

Panelists:

Maher Asham, Chief Executive Officer, Egypt for Information Dissemination (EGID)

Nader Azar, Deputy CEO, Amman Stock Exchange

Ertugrul Cagan, Director, Information System Center,, Istanbul Stock Exchange

Kevin Swann, Head of Market Data, Mubasher/DirectFN

Member Briefings: NASDAQ OMX

Presenter:

John Willock, Managing Director, Global Data Sales, Nasdaq OMX

Networking Lunch

Business Models for Reference Data: Needs, Trends, and Opportunities

New regulatory requirements have expanded financial institutions’ needs for reference data and their technological capabilities have expanded to allow them to make better use of it.  In this context, consumers are seeking more flexible use of reference data and internal justification of the value proposition for their expenditure.   Meanwhile, reference data providers must invest increasing time and resources in creating and maintaining this critical information.  This dynamic has driven the creation of a new FISD working group focused on reference data commercial models.  This session will explore the perspectives from reference data providers, distributors and consumers.  We’ll examine the latest developments, consumers’ changing needs, and the opportunities for “win-win” approaches.

Moderator:

Ludwig D'Angelo, Executive Director Worldwide Securities Services, JPMorgan Chase

Panelists:

Sue Baldwin, Executive Director - Global Head of Vendor Management, J.P. Morgan

Ivo Bieri, Head of Strategic Business Development , SIX Telekurs

Kevin Brady, Executive Director, Exchange Data International Ltd.

John Mason, Chief Operating Officer, Netik LLC

Latest developments in the use of the FIX Protocol

Presenter:

Simon Leighton-Porter, Chief Operating Officer, Rapid Addition Ltd.

Networking Break

MiFIDs Impact on the Market Data Industry - Past, Present and Future

MiFID came into force in November 2007 - our panel will discuss what impact this landmark regulation has already had on the market data landscape. Do we now work in a more transparent and competitive Europe? Furthermore we are currently in the midst of a review to MIFID, what are the implications for market data from this and any other future European regulation? One very high profile element of the MIFID Review is the proposed European Consolidated Tape – this panel will delve into what this new Tape might look like and the debate that surrounds it.

Moderator:

Chris Pickles, Head of Industry Initiatives, BT Global Banking and Financial Markets, BT

Panelists:

Ramon Adarraga, Executive President, BME Market Data

Robert Cumberbatch, Head of Industry and Regulatory Affairs, Interactive Data Corporation

Andre Kelekis, FIA, Head of Global Market Data Strategy , BNP Paribas

Stephen McGoldrick, EMEA Market Structure, Deutsche Bank AG

Mark Schaedel, SVP Head of Global Data Products , NYSE Euronext

Secret of the CTA

A current member of the CTA  Advisory Committee and former voting participant on the committee will discuss his  experiences with the mandatory consolidated tape in the U.S. and viewpoints on the importance of the organizational rules surrounding the collection, consolidation, and distribution of the data.

Presenter:

Bill Lee, Vice President, Exchange Relations, Morgan Stanley

FISD Update

Updates provided on the new FISD Real-Time Technology Roundtable and the Professional Certification program.

Presenter:

David Anderson, FIA, Program Director, FISD/Atradia

FISD Index Forum Update & Closing Remarks

Presenter:

Tom Davin, FIA, Managing Director, FISD