Change You Can Profit From:
Responding to Challenging Markets
Senior managers from key industry players explore the implications of changing financial markets on financial information providers, their products, and their consumers. The speakers will address the challenges related to a shrinking customer pie, and the opportunities associated with the migration of asset classes and instruments from OTC to listed trading, the blurring of the distinction between market data and reference data, and changes in risk management and clearing/settlement practices.

Moderator:
Ludwig D’Angelo, Executive Director Investment Bank Trading Technology, J.P. Morgan Chase

Panelists:
Mark Akass, CTO – Global Banking & Financial Markets, BT
Werner Bürki, CEO, SIX EXFEED
Frank Desmond, Head of Europe and Asia, Tullett Prebon Information
Lou Eccleston, Executive Managing Director - Fixed Income Risk Management Services, Standard & Poors
Mark Hepsworth, President, Institutional Business, Interactive Data

Moving the Markets:
Innovations in News Content
Major players in the financial news space discuss the rapidly changing competitive landscape that impacts the financial markets hourly. This session will examine the tools that have revolutionized the delivery and impact of news and discuss how these new technologies are influencing trading decisions. We will explore the commercial implications of new ownership relationships and how recent regulatory actions are fundamentally changing the business rationale for parts of the industry.

Moderator:
Michael Salk, Vice President, Senior Product Strategist, Moody's Analytics

Panelists:
Michael Bergmeijer, Commerical Director, Breakingviews.com
Mike Connor, CEO, Market News International
Jack Reerink, Editor, Company News, Reuters News
Brian Rooney, Business Manager, News and Community, Bloomberg LP
Marcus Wright, Senior Editor, Europe, Middle East, and Africa, Dow Jones Newswires
 

It's a Deal:
Cost Management and Commercial Tension
The global economic crisis is impacting budgets and spending within the market data industry. Contracts and agreements between vendors and consumers have changed and now involve new paradigms. This session will examine how budgetary constraints are impacting our business, how firms are finding efficiencies under an environment of cost control, and how suppliers are striving to meet their customers' needs.

Moderator:
Tom Etheridge, Managing Director, Market Data Services, Jordan & Jordan

Panelists:
Oliver Albers, Senior Managing Director, Market Data Distribution, NASDAQ OMX
Tristan Dehaan, Supplier Manager, Market Data, Robeco
Bill Lee, Vice President, Exchange Relations, Morgan Stanley
Barry Raskin, President, SIX Telekurs USA Inc.

Constituency Group Meetings
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. Separate sessions will be held for exchanges, consumers, and vendors.

Vendor Constituent Group Co-Chairs:
Reg Pritchard, Managing Director, Rights Management Associates
Sara Banerjee, Senior VP Data Procurement and Strategic Initiatives, SIX Telekurs

Consumer Constituent Group Co-Chairs:
David Berry, Market Data Global Sourcing UBS
Ed Flynn, Senior Director, Market Data Services, Fidelity

Exchange Constituent Group Co-Chairs:
Rafah Hanna, Executive Director, Head - MTS Data, EuroMTS
Michael McCrea, Senior Manager, TSX Datalinx Services, TMX Group

Exchange Updates
Executives from major FISD member exchanges provide briefings on the latest developments and perspectives from their respective organizations.

NASDAQ OMX Business Update:
   Oliver Albers, Senior Managing Director, Market Data Distribution, NASDAQ OMX
More efficiency. More quality. More transparency. CONNEXOR®: The new standard for reference data:
    Ottavio Gisler, Market Data Services Manager and Member of the Management Board, SIX Exfeed Ltd.
Deutsche Boerse - New Feeds and Historical Data Products for Algo Trading:
    Georg Gross, Director, Head of Front Office Data, Deutsche Börse
Real Time Data Initiatives - London Stock Exchange Group:
    Jarod Hillman, Head of Real Time Data, London Stock Exchange
Recent Development of the Information Business of HKEx:
    Daniel Poon, Head of Sales and Marketing, Hong Kong Exchange

Consumers Navigate Turbulent Waters
Data managers from a diverse group of financial institutions address the ramifications as the entire topology of the financial industry changes. The speakers will discuss how their relationships, information needs, and users' demands are evolving in response to re-alignment of the industry, regulatory mandates, and the emergence of new players.

Moderator:
Chris Pickles, Head of Marketing - Investment Banking and Global Accounts, BT

Panelists:
Dara Lyne, Associate Director, Manager Market Data, The Macquarie Group
Ed Flynn, Senior Director, Market Data Services, Fidelity
Kiou Nayer Nouri, Vice President, Information Technology, Barclays Capital
Claus Thorball, Head of IT Operations, Saxo Bank
Ian Williams, Head, Market Information, Credit Suisse

Risk Management and the Back Office
As the industry reacts to change, the immediate effects of calls for more regulation and better data are combining with changing product lines to push the Back Office into the critical path for recovery. Risk Management disciplines are struggling to adapt to an area notoriously difficult to measure. This panel will evaluate where we are, and try to predict (at least short term) where we're going.

Moderator:
Julia Sutton, RBC

Panelists:
Graeme Austin, Director, Product Management, Xtrakter
Keith Hale, Managing Director, Netik
Mark Hepsworth, President, Institutional Business, Interactive Data
Scott Preiss, Vice President - Securities Classifications, Standard & Poors

New Trading Venues and Data Sources
The emergence of new trading venues and new data sources has been one of the biggest changes in the market data industry recently. This session will explore the rise of Dark Pools, Alternative Trading Systems (ATSs) and Multilateral Trading Facilities (MTFs) and discuss their impact on cost, data quality, transparency, liquidity and competition.

Moderator:
Varghese Thomas, Vice President, Financial Services Business Unit, Savvis

Panelists:
Eleanor Jenkins, Vice President, VP - Head of European Market Structure & Liquidity Strategy, Morgan Stanley
Ian-Patrick Lauder, Head of Trading Services, PLUS Markets
Adrian Farnham, Chief Operating Officer, Turquoise
David Watts, Head of Exchange Traded Instruments, EMEA, Sales and Trading, Thomson Reuters
Bernie Weinstein, Executive Managing Director, BG Cantor

1:30 - 4:30 PM

Exchange Workshop
An interactive half day session led by exchanges for exchanges to share information policy approaches and operational practices, discuss common issues and identify areas for potential industry standardization and collaboration.

Panelists:
Georg Gross, Director, Head of Front Office Data, Deutsche Börse
Frank Hoer, Manager, Market Data, Australian Securities Exchange
Rafah Hanna, Executive Director, Head MTS Data, EuroMTS
Jeannie Merritt, Associate Vice President, NASDAQ OMX
Angela Wozniak, Associate Director, Information Products, CME Group

1:30 - 2:30 PM

What does it Mean to Trade Green?
New products targeted at energy utilization, carbon emissions, and climate change and the movement of OTC products onto listed markets have created unprecedented new opportunities for exchanges. We'll survey the industry - who is trading what (and how), new products coming online in the next twelve months, and provide some informed speculation about where the industry may be headed.

Moderator:
Bill Nichols, Program Director, Securities Processing Automation, FISD/SIIA

Panelists:
Jamie Farmer, Senior Director, Global Index Operations/Head of Exchange Relationships, Dow Jones Indexes
Jeromee Johnson, Vice President Business Development, BATS Trading
Jim Northey, Industry Standards Liaison, FIX Protocol Ltd. Founder, The LaSalle Technology Group, LLC

3:00 - 3:45PM

Economic and Political Landscape:
Through the Looking Glass
A year after the freeze hit the credit markets, we'll pause to pull together the "big picture" from the threads of political, regulatory, and market changes. What does it all mean for the structure of the Financial Information industry - who are the winners, who are the losers? And how can we tell?

Moderator:
Mike Connor, CEO, Market News International

Panelists:
Carl Abrams, PhD, Financial Services Sector Business Executive, IBM Research
Alkman Granitsas, Bureau Chief, Greece & Cyprus, Dow Jones Newswires

Moderator:
Daniel Parke, Managing Director, Agência Estado

Panelists:
Philippe Carré, Global Head of Connectivity, SunGard Global Trading
Geraldo Coelho, Sales Manager, Bloomberg
Fernando Garrido, Head of Public Debt Operations, Brazilian National Treasury

Constituent Forum
A plenary panel discussion will follow from the constituent group meetings conducted by exchanges, vendors, and consumers earlier in the conference. Member leaders of these three groups will discuss critical topics and concerns related to commercial models, best practices, and management of customer relations.

Moderator:
Rich Jacobi, Senior Vice President, Global Exchange Specialist, Bloomberg L.P.

Panelists:
Sara Banerjee, Senior VP Data Procurement and Strategic Initiatives, SIX Telekurs
David Berry, Market Data Global Sourcing, UBS
Rafah Hanna, Executive Director, Head - MTS Data, EuroMTS
Reg Pritchard, Managing Director, Rights Management Associates