Schedule

Registration/Breakfast/Networking

Keynote

Consumer Forum

Managing financial information in Asia-Pac continues to be a challenging assignment.  In this session, senior executives from financial institutions will discuss the prospects for the coming year. 

• How do they manage expenses while delivering competitive advantage for their users?
• How are global supplier agreements affecting them, especially when those agreements are primarily negotiated in other regions
• What role do local and regional vendors play?

Panelists:

Denny Honess, Senior Vice President Market Data Technology & Services , BAML

Miguel Ortega, Market Data and Infrastructure Management, Deutsche Bank

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

Networking Break

Blurry Lines within Enterprise Data

The clean demarcations between market data and reference data, real-time and static data, and instrument and entity data have become blurred.

• Customers are becoming more sophisticated and require complex combinations of wide and diverse data sets.
• Meanwhile, data and service providers have diversified and extended their product ranges, breaking free from the confines of their original niches.
• How is the need for the combination of real-time and reference data being managed commercially?
• How are information and application vendors collaborating to meet the needs of their mutual customers?

Moderator:

Yan Shih, Director of Asia Operations, CJC

Panelists:

Dorraine Dempsey, Global Data Services, Regional Head - AP, HSBC

Kevin Ng, Director of Enterprise Solutions Asia Pacific, S&P Capital IQ

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

Chhavi Wadhwani, VP Market Data & Access , SGX

Managed Services

The managed service offerings for market data are now mature, plentiful, and more standardized.  This session will examine how the landscape is likely to change: 

• Who are the new kids on the block?
• What are the new service offerings and features?   Which services are becoming commoditized?
• Are managed service vendors maintaining their service levels?
• How are consumers working with multiple managed service vendors, or do they focus on a single provider?

Panelists:

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

Stephane Leroy, Vice-President, Head of Global Real Time Solutions, S&P Capital IQ

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

Networking Lunch

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 receive an agenda prior to the conference from the constituent coordinator. If you have questions about whether you qualify, please contact ecummings@siia.net

Networking Break

Kings (& Queens) of Content

The creators and owners of financial information are a diverse lot – exchanges, news organizations, index sponsors, evaluated-pricing producers – but they face similar challenges and opportunities. 

• How to develop and sell innovative products in an environment focused on cost containment?
• How to protect their IP through licensing approaches and compliance initiatives?
• Technology and regulation are disruptive forces - how to exploit these developments? 
• What are the trends in their commercial approaches – enterprise deals, a la carte data, mobile usage, etc.?

Moderator:

Keiren Harris , Director, DataContent, Hong Kong

Panelists:

Issei Iwata, Manager, Information Services, Tokyo Stock Exchange, Inc.

Simon Karaban, VP, Market Data & Access, SGX

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

The LEI Solution: The World is Waiting

As the world awaits the regulatory solution to the legal entity identifier issue…

• What groundwork have firms been doing this past year in preparation?
• Is there any more clarity to proposed impending solutions?
• What important LEI developments should practitioners be anticipating?
• What steps are firms planning to comply with the regulations for registration and implementation?
• How will vendors’ products leverage the new regime?

Panelists:

David Lecompte, Strategic Business Development, SIX Financial Information

Registration/Breakfast/Networking

Welcome remarks

Keynote

Exploring Practical Preparations for Complying with Data Regulations

As the deadlines for meeting requirements for Basel III, FATCA and LEI creep ever closer, Asian financial institutions should be well underway with their preparations for compliance. New regulations are undoubtedly impacting upon market and reference data management operations, but, with a focus on the Hong Kong and Asia-Pacific markets’ particular and unique challenges, how can financial institutions benefit from the changes?

• Identifying how to not only meet new rules but to exploit these to the best advantage
• Enlisting allies from regulators, consultants and exchanges to help firms through the process
• Practice makes perfect: establishing policies and processes to ensure on going compliance
• Feedback on the Hong Kong Monetary Authority’s guidance on Basel III regulation
• The impact of inside information disclosure requirements set by the HK Securities and Futures Commission for data management professionals
• Data implications from Hong Kong Monetary Authority & Securities and Futures Commission efforts to comply with new international standards for financial market infrastructures

Moderator:

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

Panelists:

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

Stephen Engdahl, Senior Vice President, Product Strategy , GoldenSource

David Lecompte, Strategic Business Development, SIX Financial Information

Nick Taplin, Senior Presales Executive, Data Management Services, SmartStream Technologies

David Weisner, US Tax Counsel for Asia Pacific, Citi

The Value of Data Governance - The Credit Suisse Story

Presenter:

Srini Venkataramani, Global Head of Reference Data Strategy, Credit Suisse

Networking Break

Managing market data services in tomorrow's world

Panelists:

Dorraine Dempsey, Global Data Services, Regional Head - AP, HSBC

Less is more: Evaluating the need for additional suppliers and vendors

Quantity does not always equal quality. In a world of tightening budgets together with mounting requirements from the regulators, what is the optimal set up for financial institutions in order to run a successful operation?

• Right-sizing: understanding the scale of your organisation and subsequent need for vendors
• Identifying best-sourcing - which vendors to use and how to get the most from them. Buy vs. build vs. global and/or local sourcing
• Can multiple vendors’ data, performance and fee schedules complement data management strategies and support innovation more than single suppliers?
• Creating internal best practices for analysing vendors data and fee schedules
• Identifying optimal lower cost alternatives for non-traders

Panelists:

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

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

Networking Lunch

Afternoon keynote address: Market data growth the effects of macroeconomics on data demand

Asia's growth trajectory is expected to drive demand for data services. But can that growth be relied on to continue, and how will this trickle down to global data consumption in the future?

Keynote:

Douglas B Taylor, Founder & Managing Partner, Burton-Taylor International Consulting LLC

Evaluated Pricing: the future of reference data

As globalization of the capital markets continues and financial institutions strive to meet regulatory demand, the need for quality data, at the right price, intensifies. Our panel of experts reviews the valuation and pricing methods used in the reference data space today and explores possible developments for the future.

• New valuation regulations, standards and guidelines are coming into force in almost every financial industry sector - how is this affecting users sourcing methods and reshaping vendor approaches for pricing and valuation?
• Transparency of a pricing vendor’s methodology and data is consistently quoted as the most important factor to consider when choosing third party providers. How are evaluated pricing methods working to achieve this?
• What other methods are used for pricing and valuation and how do they compare and contrast with evaluated pricing?
• Credibility of pricing sources is sometimes called into question creating a ‘trust gap’ between financial institutions and pricing providers. What can be done to ensure credibility is maintained and trust gaps are closed?
• What does the future look like for pricing and valuation? How can financial institutions and vendors work together to ensure a smooth and speedy process?

Panelists:

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

Jayme Fagas, Head of Evaluated Pricing, Thomson Reuters

Networking Break

Fast data vs. big data: weighing the importance of speed against greater analysis

Data: In today’s world it is fast and it is also big. But can it be both? And how can it stay cost affective and ensure returns?

• Analysing the specific data requirements of the region including domestic and international markets
• Cost of connectivity: should more money be spent trying to be faster over geographies or getting more out of the data that is available?
• Monetizing big data: what is the pragmatic return on your analytics investment?
• Interdependencies – how should big data, small data, reference data and fast data all work together?
• Can big data analysis provide useful real-time answers?
• Diminishing returns vs. increased investment in high-performance computer power and low latency
• Leveraging your technology across multiple businesses – best positioning for attaining competitive advantage

Moderator:

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

Panelists:

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

Data centralization and enterprise data management

The choice of database management systems are now in increased abundance. But which models work best?

• Custom vs. tailored: debating the importance of utilizing customised systems - could off-the-shelf be just as good?
• Where to centralise? What are the costs and benefits of choosing in-house systems vs. hosting off shore?
• How can using an external outsourcer benefit?
• How can firms’ establishment of data workflow goals and consideration of new criteria - including support and reliability of data vendors’ service - feed into better data management?
• Buy vs. build choice, or choosing among vendors?

Panelists:

Dorraine Dempsey, Global Data Services, Regional Head - AP, HSBC

Srini Venkataramani, Global Head of Reference Data Strategy, Credit Suisse

Lessons learned and key take homes for driving the future of the market data industry

Revising the key themes uncovered over the course of the past two days - what are the main drivers for the future of the market data industry? How can themes, ideas and experiences be practically applied to market data management strategies in order to retain and strengthen success in the industry?

• Innovation: reevaluating challenges and identifying new products and tools for reducing costs and achieving growth How can additional licensing charges for existing reference data be stemmed?
• Redesign: meeting the demands of the new age of regulation, budget cuts and lower returns – what structural and strategic barriers exist to redesigning data management?
• Mindset: are firms willing to embrace change and to rebuild data as the foundation of financial services?

Moderator:

Keiren Harris , Director, DataContent, Hong Kong

Panelists:

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

Jeremy Green , Global Head of Market Data , Standard Chartered Bank

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

Closing Remarks