15:30 - 17:00
FISD Constituency Group Meetings
FISD constituency group sessions provide a unique opportunity to meet your colleagues from firms in your same industry segment and candidly address market data business issues and practices. Separate Constituency Group meetings will be held for Exchanges and Consumers (i.e. financial institutions).

17:00 - 20:00
Welcome Reception
Sponsored by NYSE Euronext

Tuesday, October 21

8:30 - 9:00
Registration/Breakfast/Exhibits/Networking

9:00 - 12:40

• Welcome
  Lee Hartt, Publisher, Inside Market Data and Inside Reference Data
  
  
• Keynote Address
  Paul Chow, CEO, Hong Kong Exchange (Introduced by Guy Tagliavia, Director, Front Office and Low Latency Messaging, Software Group, IBM )
  
  End-user panel:
  Buyer Beware - Data Consumers' Strategies for Managing Data and Data Providers
  • Outlining the key issues facing market and reference data managers in Asia Pacific
  • Assessing and deploying in-demand content and technologies
  • Improving the structure and relationship for dealing with global and local vendors and exchanges in a changing vendor landscape
  • Negotiating contracts - strategies for future growth in an uncertain economic climate
    
    Moderator: Nicholas Morrison, Head of Market Data Technology, Lehman Brothers
    Gordon Brown, Regional IT Head, Fund Management, Prudential Asset Management
    Victor Ekong, Vice President, Market Data, Citi
    Dara Lyne, Macquarie - Chair, FISD Australia Consumer Group
    
     
• Panel discussion:
  The Rise and Fall of Algorithmic Trading and Latency
  • The impact of algo trading on demand for new delivery options and more timely, granular data
  • Building a data infrastructure to deliver speed and manage rising volumes from algo trading
  • Steps for identifying and eliminating external and internal sources of latency
  • Evaluating third-party hosting and co-location services
    
    Moderator: Jeremy Green, Regional Market Data Manager, Asia Pacific, Lehman Brothers
    Conor Allen, VP, Technology and Director of Research and Develpment, NYSE Euronext Advanced Trading Solutions
    Victor Ekong, Vice President, Market Data, Citi
    Kerr Hatrick, Director, Quantitative Products, Global Markets Equity, Deutsche Bank
    Guy Tagliava, Director, Front Office and Low Latency Messaging, Software Group, IBM

  
  

• Panel discussion:
  Reference Data Management: Taking the Riskiness Out of the Business
  • Establishing effective data management strategies to reduce risk
  • Balancing the need for quality data with more timely reference data
  • The true cost and risk related to faulty counterparty data
  • Strategies for implementing enterprise data management solutions to achieve a holistic view of the data
    
    Moderator: Tine Thoresen, Editor, Inside Reference Data Magazine
    Gordon Brown, Regional IT Head, Fund Management, Prudential Asset Management
    Wenlin Juang, Business Development Manager, Enterprise Information, Thomson Reuters
    Bill Nichols, Program Director, Securities Processing Automation, SIIA/FISD
    Rory Manchee, Managing Director, Standard and Poor's

12:40
Lunch/ Exhibits/Networking

13:50 - 18:00

• Panel discussion:
  Enter the dragon - Unleashing the potential of China
  • Assessing opportunities for trading firms and data vendors to exploit this enormous emerging market
  • Promoting standardized policies and protocols for data from Chinese exchanges
  • Applying standards to other sources of hard-to-obtain data, such as fundamental data
  • Balancing concerns over obtaining independent news on Chinese market
  • Regulatory issues affecting trading and data distribution to and from China
    
    Moderator: Neil Katkov, SVP, Head of Research (Asia Pacific), Celent
    Kiang Dalaroy, Chief Information Officer, Market Data Division, Shanghai Stock Exchange Information and Network Ltd
    Andrew Reeve, Regional Sales Manager, Asia, Tullett Prebon Information
    Jutta Werner, Head of Content Acquisition, Thomson Reuters
  
  
• Panel discussion:
  Key Considerations When Managing Consolidated and Direct Market Data Feeds
  • Consolidated vs. Direct
  • What low latency market data means for our business?
  • DMA implementation: Early Considerations
  • Exchange upgrade calendar
  • DMA implementation: Key challenges
  • Data distribution platform: Considerations
    
    Nicholas Morrison, Head of Market Data Technology, Lehman Brothers
  
  
• Panel discussion:
  Border Guards Become Agents of Change - Cross-border Data challenges
  • Global Firms and Vendors Invade - Potential Benefits and Pitfalls of Sourcing Data and Providing Services
  • Asian firms and vendors expand internationally - the challenges of sourcing global data
  • Barriers come down, but hurdles remain - overcoming challenges to trading in and obtaining reliable data from other markets in Asia
  • Applying lessons learnt from the US and European markets to create cross-border standards for trading, markets and data
    
    Moderator: Neil Katkov, SVP, Head of Research (Asia Pacific), Celent
    Nicholas Morrison, Head of Market Data Technology, Lehman Brothers
    Elliott Hann, Head of Sales, Asia Pacific, GFI Group
    Winnie Sin, Senior Manager, Financial Information Services, Hong Kong Exchange
  
  
• Vendor panel:
  Vendors Respond to User Requirements on Products and Services
  • Identifying key market trends re-shaping the data industry in Asia Pacific
  • Challenges and opportunities created by new market developments
  • Assessing the impact of global vendors on local markets
  • Overcoming challenges of different cultures, regulation and practices
    
    Moderator: Keiren Harris, Principal, Information Concepts
    Frank Desmond, Head of Europe and Asia, Tullett Prebon Information
    James Farrer, Managing Director, Asia Pacific, Interactive Data Corporation
    Natasha Hung, Data Product Manager, Asia, GFI Group
    Mark Loader, Head of Sales, Asia, Enterprise, Mid & Back Office, Thomson Reuters
    Will Mateu, Business Development & Sales, ICAP

18:00
Reception & Dinner at The Verandah on Repulse Bay
Hosted by the Hong Kong Exchange

Wednesday, October 22

8:00 - 9:00
Registration/Breakfast/Exhibits/Networking

9:00 - 12:30

• Welcome
  Tom Davin, Managing Director, FISD/SIIA
  
  
• Global Exchange Perspectives
  A diverse group of exchange executives discusses the latest developments within their organizations - new products, new organizational structures, changes to the regulatory environment. A particular focus will be on their market data businesses and their customers' needs and concerns related to market data and other financial information produced by the exchange.
  
  Moderator: Herbie Skeete, Editor, Mondo Visione
  Bryan Chan, Senior Vice President, Hong Kong Exchange
  Ferdy Rusdiyono, Vice President, Data Services, Singapore Exchange
  Yong Wang, CEO Shanghai Stock Exchange Infonet
  Andre Went, Managing Director, Information Services, NYSE Euronext
   
• Counterparties, Instruments, and Metrics
  Reference Data is used post-trade to synchronize business requirements and relationships. Each of the related components of a trade - Buyer, Seller, Instrument (including pricing) and Venue - are becoming increasingly complex in terms of lifecycle information requirements. New instrument types, pricing models, and trade venues increase the complexities of position valuation and reconciliation. Meanwhile evolving regulatory and risk analysis requirements make near real-time understanding of counterparty relationships a requirement. This panel will examine the overall landscape with an eye to predicting where requirements are heading and assessing what factors are the most difficult to deal with.
  
  Moderator: Bill Nichols, Program Director, Securities Processing Automation, SIIA/FISD
  E. John Fildes, Co-Chair FPL Global Asia Pacific Committee FIX, Managing Director, Instinet Pacific
  Greg Lee, Director, Direct Execution Services, UBS Investment Bank
  Rory Manchee, Managing Director Fixed Income & Securities Services, Standard and Poor’s
  Jonathan Rodda, State Street
   
• Keynote Address
  James Dyson, Chief Representative of China, Enterprise Media Group, Dow Jones
  
  
• International Regulatory Perspective
  An examination of market regulation trends in Asia and their relation to the global regulatory landscape. This session will look at the key issues facing Asian markets and the prospects for increased coordination and linkage among Pac-Rim regulators. It will also focus on the opportunities for increased cooperation with EU and U.S. bodies and the impact on Asia of regulatory changes in other regions.
  
  Moderator: Peter Stein, Hong Kong Bureau Chief, The Wall Street Journal Associate Editor, The Wall Street Journal Asia
  George Tam Cheuk Kan, Associate Director, Supervision of Markets Division, SFC
  Penny Tham, Group Compliance, Head of Asia of ABN AMRO Bank

12:30
Lunch/ Exhibits/Networking

13:35 - 16:30
Afternoon Program

• The Emergence of Alternative Trading Facilities in Asia-Pac
  Non-exchange trading facilities (ECNs, MTFs, ATSs) and new exchanges have been developing in the US and Europe for years. Now they are seeking to become important players in the Pac-Rim too.  Who are the major players and why is this happening now?  What are the regulatory factors?  As the number of trading venues, and therefore data sources expands, what are challenges involved in collecting and consolidating market data? What are the operational realities involved in connecting to these market centers.
  
  Moderator: Peter Tierney, Managing Director, NYSE Euronext Advanced Trading Solutions
  Stacey Campbell, Account Manager, New Zealand Exchange Limited
  Christian Chan, Head of Electronic Trading, Instinet Japan Limited
  Lee Porter, Asian Head of Member Services, Liquidnet
   
• Piracy and Misuse of Market Data
  An examination of the spectrum of unauthorized use of financial data which stretches from inadvertent misuse to outright theft of data and affects both real-time market data and historical reference data. We'll discuss the issue of ownership and examine possible methods for improving compliance on the use of data including educating market data participants, the audit process, and the impact of legal and regulatory actions.
  
  Moderator: Ken Wasch, President, SIIA
  Craig Bradley, Managing Director, MicroRose Limited
  Raymond Lo, the Assistant Vice President of Compliance, Hong Kong Exchange
  Jennie Ness, Regional Intellectual Property Attache for Southeast Asia, U.S. Patent and Trademark Office
  Reg Pritchard, Managing Director, Rights Management Associates - FISD Executive Committee Member
  
   
• Member Roundtable on the FISD Agenda
  Representatives of FISD's member leadership discuss the current issues on the FISD agenda.

  Moderator: Tom Davin, Managing Director, FISD/SIIA
  Dara Lyne,  Chair, FISD Australia Consumer Group, Macquarie 
  Reg Pritchard, Managing Director, Rights Management Associates - FISD Executive Committee Member
  Ferdy Rusdiyono, Vice President, Data Services, Singapore Exchange