Issue Brief & Index Forum

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Date: September 8
Location: Fitch Solutions, 30 North Colonnade, Canary Wharf, London
ATTENDEES / PHOTOS

SCHEDULE

3:30PM - 3:55PM Registration/Networking

3:55PM - 6:10PM  Program

Opening remarks -  FISD

Member Briefing
 Ian Rothery, FitchSolutions, Managing Director Strategic Partnerships

Member Briefing
 Jack Hamilton, NasdaqOMX, Sales Director

Panel 1 - The Index Forum - Benchmarking and Performance Evaluation
This panel session will examine the basics of benchmarking and performance evaluation in today's market.  Our panelists will address such issues as the standards for creating benchmarks, the role of indexes in performance evaluation, the different types of benchmarks and the tasks involved in selecting a specific benchmark among a number of options. The discussion will also include reference to the rise in benchmarking for an increasing number of portfolios and the specific market data aspects of performance evaluation related to data integrity.

Moderator:
 Steven Goldin, Parala Capital,
 Managing Partner

Panelists:
 Gareth Parker, Russell Indexes,
Director, Index Research, Design & Development (EMEA)
Steve Cheng, RIMES Technologies,
Senior VP, Global Head of Data Management 
Andrew Lewin, Citi,
 Market Data Analyst
Alan Wilcock, BNY Mellon,
 Managing Director
Andrew Devlin, Credit-Suisse,
 Director

Update briefing - Legal Entity Initiative
Julia Sutton RBC Global Head, Customer Accounts Operations

Member Briefing
Carsten Dirks, Interactive Data, Global Head of Wealth Management

Panel 2 - Cost - still massively important
Cost is still high on most consumer firm's agendas - in terms of ‘Cost Reduction' . This includes cutting services, but how and which ones? It also means negotiating better discounts but again how? Finally it is also about finding lower cost alternatives, but is this even possible in some monopoly/duopoly scenarios? Moving beyond reduction we will also enquire into ‘Cost Management' - the  process and procedures to ensure a customer firm really knows what it has purchased in detail, this includes processes like Inventory Management and Audit (internal and external) and where they fit. This panel will explore these issues and other related topics from a very specific market data perspective - including both consumer and vendor points of view.

Moderator:
Janelle Veasey, 3d innovations, Director Product Management

Panelists:
Ian Williams, Credit Suisse,
Head of Market Data Business Management
John Chappell, Goldman Sachs,
Executive Director, EMEA Head of Market Data Services
Steve Allen, Citigroup,
EMEA Head - Market Data Strategy
Russell Enright, Sungard,
Sales Director - Marketmap
Ben Collins, Morningstar,
Sales & Marketing Director, Real-Time Data

 


6:10PM - 7:30PM Networking Reception