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General Meeting & Networking Reception

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Date: June 21, 2012

Location: CME Group, One North End Avenue, New York



1:30 - 2:00PM Registration & Networking

2:00 - 5:30PM Program

Pro vs. Non-Pro:  New Criteria and Standards?
Many exchanges offer significantly discounted data pricing for "non-professional" subscribers.  The classification criteria for subscribers as either professional or non-professional has an important impact on exchanges, vendors, online brokers and their customers.  This session examines possible change to the classification of these two categories and the potential impact of these changes.

Jeannie Merritt, NASDAQ OMX, Vice President
Peggy Sullivan, NYSE Euronext, Managing Director
Steve Listhaus, Wells Fargo, Director of Market Data Services

Reading the Fine Print: A View from the General Counsel's Office
Attorneys play a significant role in many aspects of the Market Data industry. Here panellists discuss the challenges and opportunities regarding the standardization of contracts and definitions of terms as well as the very language of contracts. Participants representing different sides of the business relationship discuss the common and not-so-common issues with which they deal.

Robert Leitner, The Roberts Group, President

Josh Wymard, NASDAQ OMX, Associate General Counsel
Louis Ricciardi, Citigroup, Director and Associate General Counsel
Joel Wolfson, BankofAmerica Merrill Lynch, Director and Assistant General Counsel
Janet Parkhurst, NYSE Euronext, EVP, Legal and Government Affairs

Member Update: OTC Data Transparency
Chris Stone, Financial Regulatory Authority, Director

Coffee Break

Panel Session: Reference Data Review
A broad look at what the customers in the reference data space are concerned about most in this very regulation focused environment. Are regulations getting in the way of real business? What's keeping you up at night? What is the one thing that would solve most of your reference data challenges (let's not talk LEI).

Barry Raskin, SIX Financial Information, Managing Director
John Bottega, Bank of America, Chief Data Officer
Deborah Culhane, ActionsXChange, Fidelity, Chief Operating Officer
Matthew McDonnell, Bank of New York Mellon, Managing Director

FIA Certification Update
David Anderson, FISD/Atradia, Program Director

A Real-time Technology Roundtable panel:
Choice and flexibility are proving to be key requirements for a modern day real-time Market Data Distribution System; both in terms of the ability of customer firms to swap and change their core system infrastructure but also in terms of the ease by which they can introduce new data sources and new applications. Specific sub elements of this topic include such things as ‘Data Abstraction', ‘Open APIs', ‘Open Symbology' and ‘Open Data Models'. This panel will explore, describe and explain these critical elements.

Andrew Miller, Arcontech, CEO
Brad Mumme, Bloomberg LP, Enterprise Products and Solutions: Head of Product Development
Gerald LeDonne, Credit Suisse, Global Head of Market Data Strategy, Solutions and Operations
Feargal O'Sullivan, NYSE Technologies, Global Head of Alliances
David Anderson, FISD/Atradia, Program Director

5:30 - 7:30PM Reception

Please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it with program and speaker ideas.





Host Sponsor

CME Group

Global Sponsors


Interactive Data


S&P Capital IQ


Dow Jones Indexes

SIX Financial

Real-Time Technology Roundtable Sponsors