General Meeting (including Real-Time Technology Roundtable)

Registration

Welcome and FISD Update

Presenter:

Tom Davin, FIA, Managing Director, FISD

Data Governance in Today's Changing Environment

With an increasing number of regulations and products, data governance is more important and challenging than ever.  This session looks at the internal management demands faced by firms, the new regulations impacting these activities, and where resources are being allocated for the new processes and products to improve efficiencies.  Participants will discuss the tell-tale signs of a firm exercising good data governance and offer opinions on whether data governance can be accurately measured.

Moderator:

Barry Raskin, FIA, Managing Director, SIX Financial Information

Panelists:

John Bottega, Chief Data Officer , Bank of America

Brian Buzzelli, Executive Director, Americas Data Management, Nomura

Eric Chacon, Global Head Business Data Management, Citi

Umesh Hari, Partner, IBM Global Services

Crowdfunding: An Overview and Update

Crowdfunding has drawn public attention in recent press articles and with specific mention in the JOBS Act passed by Congress.  This session provides a tutorial on crowdfunding which encourages funding of United States small businesses by easing various securities regulations.

Presenter:

R. Cromwell Coulson, President & Chief Executive Officer, OTC Markets Group Inc.

Emerging Market Update: Focus on Brazil

PRESENTATION

Presenter:

Daniel Parke, Managing Director, AGENCIA ESTADO LTDA

New Member Introduction: Barchart

Mark Haraburda of Barchart provides a brief overview of the company.

Presenter:

Mark Haraburda, Managing Director, Barchart.com Inc.

CCG CRISP Update

The purpose of this project is to develop a tool to assist consumers with communication of contract terms and conditions and in general promote compliance.
PRESENTATION

Presenter:

Linda Rolufs, Vice President, SDM Office of Data Management, BNY Mellon

Break

What makes a market data workstation fit for the 21st Century

Insights into building a modern desktop.

Presenter:

Philip Brittan, Global Head of Desktop/Mobile Platform, Thomson Reuters

RTTRT Panel - Innovation in Market Data Technology separating progress from marketing hype

Are we seeing real and beneficial innovation in this sector and, if so, in which segments has this proven most productive? Has innovation been a series of ‘baby steps’ or have we seen any eye opening paradigm shifts? Which aspects of market data technology are most ripe for innovation:  external connectivity and communication; hardware optimization; visualization and workstation ergonomics; Big Data analytics; Cloud services etc…?  Furthermore, what fuels innovation and what is the source of the inertia that may stifle it? Is the economic downturn a catalyst or a dampener? Finally how do we as an industry sector manage the process of innovation? Who decides where to innovate and who pays for it?

Moderator:

Marie Giangrande, Consultant, Public Notions

Panelists:

Craig Mohan, MD, Co-Location and Data Center Svcs., CME Group

Vipul Nagrath, CIO Enterprise Solutions, Bloomberg

Nancy Selph, Group CTO, Chief Operating Officer, UBS

Glenn Wasserman, SVP, Global Head of Product Management, Interactive Data

Jarrod Yuster, CEO, Pico Quantitative Trading

eLEARNING - a much more flexible way

- Learn WHERE you want to
- Learn WHEN you want to
- Learn HOW FAST you want to

Preparing for the FISD FIA exam just got a whole lot easier.

Presenter:

David Anderson, FIA, Program Director, FISD/Atradia

Networking Reception