General Meeting & Reception - September 20, 2010
Thomson Reuters: 30 South Colonnade - Canary Wharf London
SCHEDULE
1:00 - 2:30PM Constituency Group Meetings: Discuss Market Data Issues and Initiatives with your Peers. 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. Meeting agendas for all 3 constituencies will be emailed to registrants prior to the meeting.
2:30 - 5:30PM Program
Welcome & Operations Report, Tom Davin, Managing Director, FISD/SIIA
Member Roundtable: Data Management as an Outsourced Service
Should consumer firms outsource their data management requirements or are they better doing such things themselves? What are the benefits to be gained and what pitfalls and obstacles need to be navigated on the way with either out-sourcing or in-sourcing of Data Management?
This panel will focus on the decisions surrounding how best to manage multiple incoming data sources with a strong focus on reference data sources but also considering the same issues in a real time context. Consumer firms are faced with an array of different incoming data sources each with their own nuances, foibles and benefits. Understanding and interpreting different data models and formats, cleansing errors and inconsistencies, and adding value to data are amongst several activities that need to be addressed. The question for this panel to explore is whether this is better done external to the consumer firm or in-house. As with most things in life there is probably not a black or white answer and our panel will most likely uncover a spectrum of approaches and solutions. This panel will be made up of firms representing quite different perspectives on this issue.
Moderator
Paul Miller, Director, Knadel
Panelists:
Steve Cheng, SVP , Global Head of Data Management Solutions, RIMES Technologies Ltd
Nigel Matthews, Global Head, Product Management & Strategy Thomson Reuters Enterprise Platform, Thomson Reuters
John Mason, COO, Netik LLC
Julia Sutton, Global Head, Customer Accounts Operations, RBC Capital Markets
Member Briefings:
NYSE Technologies DART Update: Marion McAlinden, Director, Data Administration and Reporting Tools, Global Market Data
SunGard: Robert Jeanbart, Global Head of Market Data & Information Services, SunGard Global Trading
Member Roundtable: PEOPLE MATTER – – The Human Dimension of our Industry
All too often, and rightly so, we focus on issues relating to the professional work we all do. This panel aims to take a more introspective approach by focusing our discussion back on us - the people who actually work in the market data industry.
Where do our people come from, how do we find and recruit them, indeed how and why do they find us? Once they are on board how do they develop in their careers, how are they helped in their careers. What is expected of people in the industry and what in turn do they expect of the industry? How and why do people move within our sector – be it between vendors and consumer firms or between disciplines like real time data and securities processing? Are we stuck in our silos? On a slightly different tack - how are we market data folk viewed in the wider industry? Can we or should we do more to improve how we are perceived? Does it matter how we are perceived by others in the wider financial markets? FISD has kicked off a professional certification program – how does that help us all? What else should we in the industry do to improve our lot in life?
We will pull together a panel representing the true diversity of our community.
Moderator:
David Anderson, Director, Atradia
Panelists:
Lorraine Maddy, Senior Manager Third Party Content Group EMEA, Interactive Data Corporation
John Visti Madsen, Head of Market Data Sourcing and Strategy, Saxo Bank
David Ogier, Director, Elgin White (recruitment)
Ian Williams, Head of Market Information, Credit Suisse
FISD Agenda Briefings:
Service Level Communications/Index Issues/Anti Piracy, Nick Merritt
Professional Certification/Real Time Technology Group, David Anderson
5:30 - 7:00PM Networking Reception
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 Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data’s offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. Interactive Data is headquartered in Bedford, Massachusetts and has over 2,400 employees in offices worldwide.
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.







