General Meeting & Reception - June 2010
June 24
Hosted by Thomson Reuters
AGENDA
Operations Report: Tom Davin, Managing Director, FISD/SIIA
Roundtable: U.S. Equities Market Structure and Regulation
Equities market experts review and discuss recent events and likely future developments regarding market structure and regulation, and the potential impact on market transparency and financial information
Moderator: Larry Tabb, Founder & CEO, The Tabb Group
Panelists:
Robert L.D. Colby, Counsel, Davis Polk
William Karsh, Chief Operating Officer, Direct Edge
FIX, FAST and FIXatdl – Generating Cost Savings and Efficiency Gains for the Financial Community
This business focused session will provide attendees with an overview of the FIX Protocol, the messaging standard that has very much become the language of the financial community, the FIX Adapted for STreaming (FASTSM) Protocol, a data compaction methodology developed to help firms more effectively manage ever increasing trading volumes and the recently released new industry standards-based messaging language for algorithmic trading strategies, the FIX algorithmic trading definition language (FIXatdlSM). This interactive session will introduce the real value that each of these standards offer, the functionality they feature, the benefits they deliver, provide an understanding of how they are being used in today’s markets and their potential moving forwards.
Moderator: John Goeller, Co-Chair FIX Protocol Americas Regional Committee, Director, AMRS Execution Services, Bank of America Merrill Lynch
Panelists:
Richard Shriver, Co-Chair FIX Protocol Market Data Optimisation Working Group, Managing Partner, R Shriver Associates
Kevin Houstoun, Co-Chair FIX Protocol Global Technical Committee, Chairman and Founder of Rapid Addition
Member Briefing: RIMES Technologies - Benchmark Data Management, John Farris, EVP
Member Briefing: Pink OTC - R. Cromwell Coulson, President & CEO
Member Roundtable: What defines a “datafeed” and why is this important?
An issue among several FISD members currently involves the distinction between a “datafeed” and a “vendor controlled feed”. This Member Roundtable will examine a number of the nuances in this area including how different exchanges define each type of feed and the implications on how each designation can be treated differently in aspects such as approval requirements, reporting requirements and fee liability.
Randall M. Hopkins, Senior Vice President, NASDAQ OMX
Rich Jacobi, Senior Vice President, Bloomberg
Andrew McLean, Vice President, Third Party Content, Interactive Data Corporation
Angela Wozniak, Associate Director - Information Products, CME Group
Member Briefing: ACTIV Financial, Frank Piasecki, President
Member Briefing: NASDAQ OMX, Oliver Albers, Senior Managing Director
Member Briefing: CME Group Exchange & Market Data Initiatives, Jonathan Thursby, Associate Director - Information Products, CME Group
Staff Reports: Professional Certification, David Anderson, Atradia
Anti-Piracy, Index Group, Service Level & Communications, Nick Merritt, Program Director, FISD/SIIA
Dow Jones Indexes: Dow Jones Indexes is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best-known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income and alternative indexes, including measures of hedge funds, commodities and real estate. Dow Jones Indexes employs clear, unbiased and systematic methodologies that are fully integrated within index families. Dow Jones Indexes is part of CME Group Index Services LLC, a joint venture company which is owned 90 percent by CME Group Inc. and 10 percent by Dow Jones & Company, a News Corporation company.
Interactive Data: Interactive Data: (NYSE: IDC) is a leading global provider of financial market data, analytics and related services to financial institutions, active traders and individual investors. The Company's businesses supply real-time market data, time-sensitive pricing, evaluations and reference data for millions of securities traded around the world, including hard-to-value instruments. Many of the world's best-known financial service and software companies subscribe to the Company's services in support of their trading, analysis, portfolio management and valuation activities. Through its businesses, Interactive Data Pricing and Reference Data, Interactive Data Real-Time Services, Interactive Data Fixed Income Analytics, and eSignal, the Company has approximately 2,300 employees in offices located throughout North America, Europe, Asia and Australia. The Company is headquartered in Bedford, Mass. Pearson plc (NYSE: PSO; LSE: PSON), an international media company, whose businesses include the Financial Times Group, Pearson Education, and the Penguin Group, is Interactive Data Corporation's majority stockholder.
For more information about Interactive Data Corporation and its businesses, please visit www.interactivedata.com
SIX Telekurs: As a leader in its field, SIX Telekurs specializes in the procuring, processing and distributing international financial information. Financial market specialists at SIX Telekurs gather information from all the world’s major trading venues – directly and in real-time. The SIX Telekurs database with its structured and encoded securities administration data for more than 5.7 million financial instruments is unique in terms of its depth of information and data coverage. With offices in 23 countries, SIX Telekurs combines the advantages of global presence and local know-how. SIX Telekurs is a SIX Group company. On a global scale, SIX Group offers first-rate services in the areas of securities trading, clearing and settlement, as well as financial market information and payment transactions.
Standard & Poor's Standard & Poor's provides data solutions designed to enhance a wide variety of front-middle-and back office functions. Services include global securities identification and cross-referencing, comprehensive reference data matching, securities pricing, credit ratings and research and fundamental company information. Encompassing both Web-based products and direct feeds that integrate Standard & Poor's data into a company's internal systems, these solutions help organizations with STP, clearance and settlement, compliance and risk management and data management.









