General Meeting

Registration & Networking

Welcome and FISD Update

Tom Davin, FIA, Managing Director, FISD

Panel Session I:

The Influence of Technological Change on Market Place Relationships

This session reviews the impact and influence of technology on exchange policies and the dynamics between Information Providers and their downstream contacts.  The increasing presence of APIs (Application Programming Interfaces), the rise in the use of non-display applications and the plethora of mobile display devices now available have all created the need for IPs to reexamine their policies and their relationships with customers.  Our panel will provide perspectives on these opportunities and challenges from across the board.

Moderator:

Robert Leitner, President, The Roberts Group

Panelists:

Steve Hansen, Vice President, Market Data Sourcing, Morgan Stanley

William Ruvo, Head of Elektron Hosting, Enterprise Solutions, Thomson Reuters

Brandon Tepper, Senior Managing Director, Global Data Products, NASDAQ OMX

NYSE Euronext: Global Market Data Agreements Update

NYSE Euronext representatives provide an update on pending changes to the NYSE Euronext Global Market Data Agreement.

Click here for presentation.

Co-Presenter:

Michael Hodgson, Head of Licensing - Global Market Data, NYSE Euronext

Jennifer Nayar, Global Head, Market Data, NYSE Euronext

Reference Data Realtime: The Revolution is Here

Today’s scale and pace of the capital markets, the need to integrate new acquisitions, take advantage of near-term business opportunities and respond to new regulatory requirements have left the managers of financial institutions little time in recent years to implement efficient data systems. Marc Alvarez will discuss Interactive Data’s response to these data management imperatives across the industry.

Presenter:

Marc Alvarez, Senior Director, Reference Data Infrastructure, Interactive Data Corporation

Break

Service Level and Communications WG: Update and Award Presentation

Members of the Working Group discuss updates to the Group's Best Practices document including changes to recommendations related to capacity issues and the creation of recommendations focused on end-user firms. In addition, the Group's 2012 'Outstanding Data Provider Award' will be presented.

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Co-Presenter:

Nick Merritt, FIA, Program Director, FISD

Craig Shumate, President, Clearnet/The Morris Group

Robert Wallos, Global Technology Manager, Thomson Reuters

MDSL Update

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Presenter:

Steve Ellenberg, Senior Consultant, MDSL

Panel Session II:

Roundtable Discussion: The View from the Top

This session examines the big issues impacting the financial information industry today.  Hear high-level perspectives from leaders in the industry on challenges and opportunities facing financial information companies including strategies for revenue enhancement, efforts to contain costs, the added burdens imposed by regulatory mandates, the impact created by changes in technology, and the influence of an evolving global economy on our industry.

Moderator:

Edmund Flynn, Vice President, Morgan Stanley

Panelists:

Mark Hepsworth, President, Pricing and Reference Data, Interactive Data Corporation

Tim Lind, Global Head of Strategy, Enterprise Content , Thomson Reuters

Barry Raskin, FIA, Managing Director, SIX Financial Information

Jonathan Reeve, Executive Managing Director, S&P Capital IQ

eLearning for FIA Certification

Learning Modules Ltd. and Flynndex are producing eLearning modules specifically for FISD Financial Information Associate certification.  Students wishing to pass the FIA examination will now be able to access training anywhere (and anytime).   A taste of things to come.

Holiday Party

(Please note that you will need to register for the Holiday Party separately. All confirmed party registrants will receive a "Happy Holidays" ribbon at registration acknowledging your attendance.)