Schedule

Welcome Reception @ Armani Bar in Central

Hosted by CIIS

Registration/Breakfast/Networking

Welcome

Keynote: Regulatory Compliance Challenges and Opportunities for Data Quality and Growth

Keynote:

Edwin Yuen, Chief Analytics Officer, Bank of China

End-user Panel: Crouching Tiger Economies, Hidden Drag on Growth - Maintaining Growth through Cost Management

• How has the global economic situation affected data budgets at Asian financial institutions?
• Revising supplier relationship strategies: how to mitigate price increases, maximize the value of data contracts and benefit from vendor mergers
• Eliminating unnecessary data by locating duplicates and consolidating contracts
• Contract management: when and where to push for global contracts? Are multi-year deals more valuable
• Data management’s people problem: finding and keeping the right staff and using consultants and outsourcing where appropriate

Moderator:

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

Panelists:

David Davies, Global Head, Market Data Control & Efficiency, Standard Chartered

Martin Finniss, Global Market Data Manager, Macquarie Group

Miguel Ortega, Market Data Manager, Deutsche Bank Group

Stuart Roberts, VP, Head of Market Data Services, DBS Bank

Networking Break

Panel: Getting to Grips with Regulatory Developments - New Priorities and Objectives

• What new regulations are on the horizon for Asia?
• How will FATCA affect Asian institutions, what do firms need to know?
• LEI: What are the latest developments in LEIs? To what extent will regulations impact data management projects? What changes must firms make in the next 12 months?
• Solvency II: Evaluating the asset data challenges and opportunities
• How can Asian financial institutions that interact with the US prepare for Dodd-Frank?

Moderator:

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

Panelists:

Shaun Ansell, Head of Legal & Compliance, Mizuho Securities

Chris Johnson, Head of Product Management, Market Data Services, HSBC Securities Services

David Weisner, US Tax Counsel for Asia Pacific, Citigroup

Panel: Looking Under the Hood - Enterprise Data Management to Support Risk

• Implementing measures for tighter integration to gain a broader view of exposure for better risk management
• Enhancing enterprise wide risk analysis: how, why?  
• Integration and centralization to solve enterprise risk problems
• Golden copy vs. integrated data for risk management
• What are the challenges in embedding LEI into your data management strategy for data quality and transparency?

Moderator:

Nicholas Hamilton, Reporter, Inside Reference Data

Panelists:

Nassar Ahmad, VP Client Operations, GoldenSource Corporation

Philippe Chambadal, Chief Executive Officer, SmartStream Technologies

David Lecompte, Strategic Business Development, SIX Financial Information

Dr. Vinay Pampapathi, Head of Equity Technology, Daiwa Capital Markets

Philip York, CEO, Alt 224 Group

Networking Lunch

Panel: Pricing and Valuations - Are Pricing, Bundles and Data Becoming More Competitive or Are Firms Just Choosy?

• What are the factors that determine choosing a service provider? Is price the biggest factor?
• What is the role of rating agencies in the Asian landscape and how much do they influence the decision on service providers?
• As a response to increased regulatory scrutiny, how are data policies and procedures being improved to mitigate valuation risk?
• Overcoming challenges in pricing complex and illiquid instruments
• Are full package service providers a thing of the past? How should you compare and choose between complicated services and products?

Moderator:

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

Panelists:

Deval Bhalja, BVAL Application Specialist of Data SolutionBloomberg , L.P.

Stuart Gurr, Head of Global Trading Technology, RBS Global Markets

Andrew Reeve, Head of Sales, Asia Pacific and Middle East, Tullett Prebon Information

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

Panel: Knowing your Data: Extracting Value from Big Data Analytics

• How much data do you need and what are the most viable current storage solutions?
• How do you select which datasets to analyze?
• Once you have selected the data, what are the best methods of analyzing it?
• Sharing the findings of your analytics with the business in a way that they are easily understood and acted on
• To what extent can web-based services replace in-house systems? How can one effectively use mobile applications for accessing and working with data?

Moderator:

John Best, Director, Kendale Systems and Services

Panelists:

Del Abdullah, Head, Electronic Trading, Daiwa Capital Markets

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

Donald Day, Cash Equity Trading, Deutsche Bank

Victor Ekong, Senior Vice President, Head of Market Data Technology and Infastructure, Citigroup

Networking Break

Panel: Enabling a New Trading Architecture that can Navigate Fragmented Markets while Maintaining Low Latency

• Sharpening architectures and selecting new technologies to support low-latency trading
• Does geographical latency in Asia support regional strategies or just co-location? How will venues and competition affect demand for low-latency access?
• The challenges for sourcing accurate, verifiable data for fragmented markets: how can you reduce the risks?
• Eliminating bottlenecks by monitoring latency and infrastructure from the marketplace to feed handlers and the front office

Moderator:

Miguel Ortega, Market Data Manager, Deutsche Bank Group

Panelists:

Tony Cheung, Product Manager, BNPP Electronic & Algorithmic Trading Services (BEATS), Asia & Japan, BNP Paribas

William Heng, Vice President – Sales & Client, Singapore Exchange

Endre Markos, Director and Regional Head of Execution to Custody, Citigroup

Panel: Opportunities and Competitiveness in the Markets for 2013 and Beyond

• How have economic issues in Asia and internationally affected the addressable market for data vendors in Asia?
• What major trends do data providers foresee for the future and how are they preparing for them?
• How will the mergers and acquisitions between major vendors affect end-users?
• What is the growth like in China, how flexible are its regulations and will the country emerge as a powerhouse?

Moderator:

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

Panelists:

Shihan Abeygunawardana, Product Manager, Morningstar Data

Marc Anthonisen, Regional Market Leader, Product & Content, S&P Capital IQ

Tanya Cheng, Head of Business Development, North Asia, Tullett Prebon Information

Peter Raftell, Head of MDIS Asia, SunGard

Closing Remarks

Off-site Dinner @ The Verandah in Repulse Bay

Hosted by Bloomberg

Registration/Breakfast/Networking

FISD Constituent 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. Separate sessions will be held for (1) Financial Institutions that consumer financial information; (2) Exchanges and other market operators; and (3) Data vendors.

Admission and participation in each session is limited to individuals of its targeted constituency.  Those individuals that are pre-registered will recieve an agenda prior to the conference from the constituent coordinator. If you have questions about whether you qualify, please contact ecummings@siia.net

Break

Imagine The Future of Financial Information

Keynote:

Louis Eccleston, President, S&P Capital IQ

Stepping Up: Trading Venues Meeting Global Challenges

Executives from major exchanges and other market operators discuss the latest developments within their organizations - new products, new competitors, and their customers' evolving needs. We will look at how trading venues are adapting their market data and reference data businesses to the changing landscape, and what the future might hold.

Moderator:

Douglas B. Taylor, Managing Partner, Burton-Taylor International Consulting LLC

Panelists:

Frank Desmond, Managing Director, Tullett Prebon Information

Tinku Gupta, Senior Vice President, Head of Market Data & Access, Singapore Exchange

Winnie Poon, Assistant Vice President, Market Data Department, Hong Kong Exchanges & Clearing Limited

Timothy St. George, Executive Director, Information Products Management, CME Group

The Effect of Regulatory Initiatives on Business and Data Management Strategy

Regulators (and regulations) require data that is complete, accurate and appropriate, yet data management, at an industry level, is immature with few standards, minimal regulation over data content with a lack of industry leadership.  Firms are currently looking at increasing requirements to aggregate and manage risk at overall portfolio level,  possible high cost to deliver new regulatory reporting and the  potential impact on investment decisions if data cannot be supported.  This presentation will look at the challenge, the business impact, opportunities and the data management strategy implications.

Presenter:

Chris Johnson, Head of Product Management, Market Data Services, HSBC Securities Services

Networking Lunch

Market Integration in Japan

A presentation by the Tokyo Stock Exchange

Presenter:

Norimitsu Yasukawa, Head, Information Services, Tokyo Stock Exchange, Inc.

Financial Data in 2012 - Adapting to the new reality

The industry is coming to terms with a new reality. Growth rates have slowed, volumes are down, the regulatory burden is growing, costs need to go down and, in Asia, the promise of HFT transaction flow has not materialized. This session will bring together regional and global practioners to examine the impacts of these changes in Asia. The panel will work to identify three Asia-specific strategies for a market data manager in the region seeking to manage and succeed in this new environment.

Moderator:

Peter Tierney, Principal, Saquish Partners

Panelists:

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

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

Miguel Ortega, Market Data Manager, Deutsche Bank Group

Chris Pittaway, Director, Cost Optics

Managing Index Data: Tools Used and Tools Needed

The growth in the creation and usage of index data has created both opportunities and new management challenges.  This session looks at the increasingly difficult tasks of managing and maintaining index data within vendors and end-user firms. Particular focus will be directed to the tools that provide assistance in this arena----both existing tools, new products in the development stage, and those on end-users' ‘wish list’.

Panelists:

Steve Ellenberg, Americas Lead, MDX Consulting, MDSL

Michael Neff, Market Data Services, Deutsche Bank AG

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

Break

Real time Technology: Making the Right Choices for Asia

Dramatic changes in our businesses are placing new demands on the technology underpinning the solutions we deploy. This panel explores the technology trends evolving in the management of financial data sets. What do “open”, “big-data” and  “cloud” mean as they relate to the management of market data in Asia. How are these new trends impacting the incumbent solutions in the region? Open symbology, API’s and data models were all announced to great fanfare over the past few years - are they impacting the choices we make and more importantly solution TCO and interoperability?

Moderator:

Peter Tierney, Principal, Saquish Partners

Panelists:

Keith Chow, VP – Cash Trading Systems Development & Support , HKEX

Stuart Gurr, Head of Global Trading Technology, RBS Global Markets

Mark Hartley, Director for Market Access, Hong Kong Mercantile Exchange

Azhar Muhammad-Saul, Head Of South-East Asia Sales, Bloomberg L.P.

Stuart Plane, CEO, CADIS

The State of the Industry

Analysts and industry observers covering the Financial Information arena have been busy objectively monitoring a vast number of changes impacting our environment.  The state of the global economy combined with advancements in technology and regulatory interventions have created a plethora of new challenges and opportunities for participants in this industry. Our panel will opine on the state of the industry with particular emphasis on Asia - Pacific providing insight on which sectors and entities are best positioned for success as well as those which are facing the most perilous conditions. 

Moderator:

David Anderson, FIA, Program Director, FISD/Atradia

Panelists:

Rob Agnew, Partner, Marlin & Associates

Thomas Monaco, Managing Director, Mizuho Securities

Douglas B. Taylor, Managing Partner, Burton-Taylor International Consulting LLC

Arjan van Veen, Head of Asian Diversified Financials Equity Research, Credit Suisse