General Meeting & Reception - June 2009

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June 25, 2009
Hosted by CME Group, 10th Floor

REGISTERED ATTENDEES

Schedule / Program

11:00AM-1:00PM Constituency Group Meetings & Brown Bag Lunch

Vendor Constituency Group: European Central Bank Utility, Francis Gross, DG Statistics, External Statistics Division
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1:00PM-1:30PM Registration/Networking

Welcome & Operations Report, Tom Davin,Managing Director, FISD/SIIA

Keynote: Neal Lipschutz, Senior Vice President and Managing Editor of Dow Jones Newswires
The Impact and Influence of News on the Evolving Financial World Order
Both the publishing and financial industries are in a state of transition as pressure mounts to rapidly adjust to changing business models, regulatory changes and broad economic instability.  Neal Lipschutz will explore some of the more important trends affecting financial news reporting, the publishing industry and the economy in general.

Results: Data Management & Financial Information Professional Salary Survey, Dale Richards, CEO, Lakefront Ventures

Industry Certification Project, David Anderson, Principal, Atradia

Member Roundtable: "Lesson Learned: Data Piracy and Mis-use"
This session will educate attendees regarding data piracy and misuse through a review and discussion of case histories, best practice examples and anecdotes compiled by the FISD Anti-Piracy Working Group. Session will assist Content and Information Providers in detecting and discouraging misuse and will enlighten users of data how to ensure their own internal compliance regarding use of data.

Moderator:
Nick Merritt, Program Director, FISD/SIIA

Panelists:
Ludwig D'Angelo, JPMorgan Chase
Reg Pritchard, Managing Director, Rights Management Associates Ltd.
Mike Salk, Vice President, Senior Product Strategist, Moody's Analytics

Member Roundtable: "Regulators' Changing Information Needs"
As regulators and industry participants develop their agendas in response to the credit crisis, two things are becoming clear: there will be increased requirements for information at all stages of operations, and standards will increase in importance. In this session, a Federal Reserve executive will provide her thoughts on some possible forthcoming expansions of information requirements, some of the standards that might be applicable, and a panel of member experts will then discuss the possible ramifications for industry participants:

Panelists:
Stacey Coleman, SVP Banking Supervision and Regulation, Federal Reserve Bank of Richmond
Karla McKenna, Director, Global Transaction Services, Citi / Chair, ISO TC68, Financial Services
Steve Lachaga, Director - OTC Equities Derivatives Strategic Change Management, Credit Suisse
Derek La Salle, VP, Investment Banking Information Architecture, JP Morgan Chase

Reducing Market Data Administration Costs -- Unit of Count, Ron Jordan, Executive Vice President, NYSE Euronext

NASDAQ OMX Update, Oliver Albers, Senior Marketing Director, Market Data Distribution

DART Entitlements, Marion McAlinden, Director, Data Access & Reporting Tools, NYSE Technologies

DACS Update – Ed Koval, Product Manager, DACS/Open DACS, Thomson Reuters

5:30PM-7:30PM
Networking Reception

FISD members attend at no charge, however, preregistration is required.
Non member fee: $500 USD


We are grateful to our Global Sponsors for supporting the FISD 2009 Event Schedule:

Dow JonesDow Jones Indexes: is a leading provider of market indexes, which it licenses for use as the basis of investment products. Best-known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes and provides a number of innovative measures for alternative asset classes, including hedge funds, commodities and energy. Dow Jones Indexes is a unit of Dow Jones & Company (www.dowjones.com), a subsidiary of News Corporation (NYSE: NWS, NWS.A; ASX: NWS, NWSLV; www.newscorp.com).

Interactive DataInteractive 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

TelekursSIX Telekurs:Since 1930, SIX Telekurs has been the world's best source of global securities information. Today, we deliver uniquely structured and encoded reference data, corporate actions/events, real-time market data and flexible portfolio-based pricing. Our database is distinguished for coverage, with nearly 4 million global securities as well as for depth, with approximately 850 sources. Our analysts and programmers in 23 countries provide local market expertise, control direct data inputs, ensure uniform global quality and deliver world-class service.