KEYNOTES

Rob Cox
US Editor and Director, breakingviews.com

Rob Cox is the US Editor and a director of breakingviews.com. After helping found the commentary service in 2000, he moved to New York to spearhead its expansion in the United States, where the firm now employs nine commentators, including two in Washington and San Francisco. Rob edits the breakingviews columns that appear in the New York Times each business day and regularly in Fortune magazine, and is a regular contributor on CNBC. Last year, he was the recipient of an International M&A Media Award for his coverage of Microsoft’s bid for Yahoo. His work has appeared in many publications in the United States, including the New York Times, New York magazine, Fortune, Esquire, Barron’s and the Wall Street Journal, and abroad.

Jon Robson
President, Enterprise, Thomson Reuters

Jon Robson is President of Enterprise for the Markets Division of Thomson Reuters. Enterprise targets the business, rather than the end-user, as a customer. In this role, Mr. Robson has responsibility for Enterprise Information, Pricing and Reference Data, Digital Data Feeds, Information Management Solutions, Middleware Technology and Trade and Risk Management Solutions.

Mr. Robson previously led Reuters business in the United States, South America and Canada, in his role as President, Reuters America.  He was also Head of Reuters Focus Group Accounts program, taking global responsibility for Reuters business with our largest worldwide clients.

During this time Mr. Robson steered the Americas to its most significant period of profitable growth, and delivered substantially improved margins for the business across the region.   Mr. Robson also transformed the global Focus Group Accounts program, delivering strong double digit revenue growth each year, and creating innovative value-generating partnerships with our largest clients.

Before joining Reuters, Mr. Robson managed financial technology businesses for BIS Banking Systems (now Misys) in Europe and Asia, Telerate in Asia Pacific and became EVP for Dow Jones Markets based in New York. In 1997 he became a Non Executive Director of ICAP plc, and also founded financial services firm MoneyLine, specializing in electronic Fixed Income transaction systems, analytics,  real time internet messaging and financial content delivery.  As CEO and President, he led the acquisition of global market data provider Telerate in 2001 to form MoneyLine Telerate, which was subsequently acquired by Reuters.
Mr. Robson is married with two children and is based in London.

MODERATORS & PANELISTS

Carl Abrams, PhD
Financial Services Sector Business Executive, IBM Research

Dr. Abrams is the Financial Services Sector Business Executive for the IBM Research Division. He received his BS in Chemistry from the University of Connecticut, his Masters in Computer Science from Stevens Institute of Technology and his Doctorate in Computing from Pace University. Dr. Abrams began his career as a chemist working for Lederle Laboratories. Between 1977 and 1992 he worked for Chase Manhattan Bank. He held the positions of Division Executive(CIO) for the Trading and Treasury department and the International Individual Bank. From 1992 to 1997 he was the Director of Applications Development for Swiss Bank in New York. In 1997, he joined PricewaterhouseCoopers Consulting (then Coopers&Lybrand) in the Financial Services/Capital Markets practice where he specialized in program management. In January of 2003, Dr. Abrams assumed his current position as Financial Serivces Sector Business Executive within IBM Research.

Mark Akass
CTO – Global Banking & Financial Markets, BT

Mark Akass is Chief Technology Officer for the Global Banking and Financial Markets division in BT. In this role Akass is at the centre of the company's mission to be the leading provider of networked-based services to the financial services sector globally.  Akass joined BT when Radianz was acquired in 2005. After a period working on key infrastructure projects Akass became CTO and VP for BT’s global financial services portfolio. This covered the award winning Radianz and Trading Systems capabilities.  Akass joined Radianz when it was formed in 2000 and held the position of VP Engineering. He was responsible for building the company’s global network and product platform, the Radianz shared market infrastructure, and complex client projects.  Previously, Akass set up and ran the global pre-sales organisation at Equant, now a division of Orange Business Services, where he was also a founding management team member. At Equant, Akass held other senior executive roles and was responsible for customer service and global change programs.
His career began in infrastructure development for BT but he moved on to develop his finance industry expertise at the London Stock Exchange as Manager of Network Development. Akass earned a first class honours degree in electronics and communications engineering in 1983. He is a chartered engineer and a fellow of the Institution of Engineering and Technology. Akass lives with his family near London.

Oliver Albers
Senior Managing Director, Market Data Distribution, NASDAQ OMX

Oliver Albers is Head of Global Sales and Account Management for NASDAQ OMX Global Data Products. The Global Data Products team is focused on creating innovative real-time and historical data products that provide unsurpassed market transparency to institutional, retail and individual investors. Mr. Albers and his team are responsible for providing value-added consultative services to all NASDAQ OMX market data vendors and for managing relationships with data subscribers. Prior to this role, Mr. Albers held other sales and product management positions at NASDAQ OMX and was instrumental in the launch and implementation of many new products including the NASDAQ Closing Cross, NASDAQ TotalView, Velocity and Forces, Market Pathfinders, Market Replay and ModelView. Mr. Albers holds a Bachelor in Business Administration from Ohio University and a Masters in Business Administration from The George Washington University.

Sara Banjeree
Senior VP Data Procurement & Strategic Initiatives, SIX Telekurs USA Inc

Sara Banerjee is Senior Vice President of Data Procurement and Strategic Initiatives at SIX Telekurs USA Inc, the American subsidiary of SIX Telekurs.  Sara joined SIX Telekurs in Stamford, CT in 1989, and has held various positions with the company since then. 

In her current position, she is responsible for managing the firm’s data procurement activities throughout North and South America.  In this role, she manages the acquisition and implementation of pricing and reference data from dozens of exchanges and third party contributors.  Sara is additionally responsible for strategic initiatives within the region.

Sara is actively involved with various industry initiatives, and works with such groups as the X9D (ANSI Standards) committee, ISO standards working groups (WG 6 and WG 2).  She also serves as co-chair of the vendor committee for the International Securities Association for Institutional Trade (ISITC) and is active in various divisions of the Securities Industry & Financial Markets Association (SFMA).

In addition to her other industry activities, Sara has served in a number of leadership roles with the Financial Information Industry Services Division of the SIIA (FISD).  She has served on several FISD committees since joining the group in 1994, and was elected chair of the Executive Committee in 2001, 2002 and 2006, and vice-chair in 2005, 2007 and 2008. She currently serves as vice-chair of the Executive Committee and co-chair of the biennial World Financial Information Conference. 

Sara was born in Hyderabad, India, where she earned a master’s degree in organizational behavior from Osmania University.  After moving to the United States, she earned another masters in human resource management from University of Bridgeport, CT.

Michael Bergmeijer
Commercial Director, Breakingviews.com

Michael Bergmeijer was appointed Commercial Director in March 2009, with global responsibility for the growth of Breakingviews’ subscription, syndication and advertising businesses. Prior to joining Breakingviews, Michael spent more than 25 years with Dow Jones and Company in various editorial and business roles in the US, Europe and Asia. Most recently he was Managing Director of the Dow Jones Consumer Media Group in Europe, Middle East and Africa, which includes The Wall Street Journal Europe and Financial News, and prior to that he was the editor and managing director of Dow Jones Newswires in Europe and Asia. A Dutch national, he has earned both a bachelor's degree and a master's degree from the University of Amsterdam. In addition, he was a Fulbright Scholar at Smith College in Northhampton, Mass., and earned a master's degree from the Johns Hopkins School of International Studies in Bologna, Italy.

David Berry
Market Data Global Sourcing, UBS

In December 2008, David Berry joined UBS in the Market Data Global Sourcing department He was Head of Procurement and Cost Control Royal Bank of Canada Capital Markets Europe from May to Nov 2008. From 2006 to 2008 he was Global Head of Market Data at Barclays Capital, the Investment Banking arm of Barclays Bank PLC. From 2001 to 2006 he worked for SGCIB, the Corporate & Investment Banking arm of Société Générale Group. He first worked as Head of Supplier Management for Market Data Services and held a number of managerial positions within SGCIB’s Information Technology department. He was appointed Global Head of Market Data Commercial in 2004. From 1993 to 2001, David worked for Morgan Stanley, first in the Fixed Income, Commodities and Foreign Exchange department, where he held Sales and Trading posts in Frankfurt and Paris. Later, he worked in their Market Data and Technology department in London. He is Vice-President of COSSIOM in charge of relations with IPUG, Member of the Executive Committee at IPUG and Co-Chair of the Consumer Constituent Group at FISD. A French national, David was educated in Germany where he holds a “Diplomkaufman.” He also earned a “Diplome des Grandes Ecoles” degree in Paris. Married with three children, David is a keen rugby and ice-hockey player.

Rupert Bull
Managing Partner, Expand Consulting

Werner Bürki
Chief Executive Officer, SIX EXFEED

Werner Bürki has been a member of the Management Board of the SIX Swiss Exchange since July 2002 and, since October 2001, has held the position of CEO of SIX Exfeed Ltd, a company he established as a European provider of raw financial data. He has also been a member of the STOXX Supervisory Board since December 2002 and its Chairman since April 2006. He started his career in 1992 as a sales manager with Dow Jones Markets Switzerland AG. By 2001, he had become a member of that company's Executive Committee and Board of Directors, whereas in June 1998 he assumed the position of General Manager Switzerland for Bridge Information Systems. Werner Bürki graduated from business school in Zurich. Earlier in his career, he was a specialist in the field of options and futures trading, and in 1987 completed additional specialized studies at the New York Institute of Finance.

Philippe Carré
Global Head of Connectivity, SunGard Global Trading

Until August 2006, Philippe Carré was running Client Services, Marketing & Communication for GL TRADE London/Northern Europe. As Global Head of Client Services, he also was responsible for the development, coordination and efficiency of all client-facing staff worldwide. He joined GL TRADE in 1997, at the opening of the London office. Prior to joining, he worked for Euronext in Paris and CERG Finance in Belgium. Having launched the Group’s Buy-Side Trading Solutions business, he is today Global Head of Connectivity for SunGard Global Trading, based in London.

Spyros Capralos
Chairman (Executive), Athens Exchange

Spyros Capralos is the Chairman (Executive) of the Athens Exchange and CEO of the Hellenic Exchanges Group since 2004. From June 2008 he is President of the Federation of European Securities Exchanges (FESE); from November 2006 to June 2008 he held the position of Vice-President of FESE.
In February 2009 he was elected President of the Hellenic Olympic Committee

From 2000 to 2004 he has held the positions of the General Secretary for the Olympic Games of the Ministry of Culture and of the Executive Director and Deputy Chief Operating Officer of the Organizing Committee for the ATHENS 2004 Olympic Games.

Between 1990 and 2000, he has served as Deputy Governor (Executive) of the National Bank of Greece, Chairman of ETEVA Bank, Chairman of the Insurance Company ASTIR, Managing Director of EPIRUS Co., Managing Director of EFG Balkan Investments, Managing Director of Bank of Athens, following a ten-year international banking career with Bankers Trust Company (Paris, New York, Athens, Milan, London).

Geraldo Coehlo
Sales Manager, Bloomberg

Geraldo Coelho is the South America regional sales manager of Bloomberg. Geraldo joined Bloomberg in 1996 during the initial stages of its operations in Latin America. During Geraldo's 13 years carrier at Bloomberg, he held several managing positions in Brazil and Mexico helping the company build sales and customer service for the desktop solution and Trading Systems. Bloomberg provides the financial community with News, analysis and pricing for Money Markets, FX, Fixed income, Equities, Funds, Derivatives, Commodities and Energy as well as Portfolio analytics, Risk Management applications and an array of sophisticated tools for Trading & Liquidity

Mike Connor
CEO, Market News International

Michael Connor is Market News International’s Chief Executive Officer and is responsible for managing the production, delivery and sales of MNI's news and analysis products. Prior to joining MNI, Mr. Connor was the Manager of Planning and Development for the Corporate Bond Department of Moody's Investor Service. Before joining Moody's, Mr. Connor worked at Merrill Lynch Capital Markets. Mr. Connor holds a Bachelor of Science degree in Business and Economics from Lehigh University. He is a past President of the Money Marketeers of New York University, President of the Lehigh Wall Street Council and an active member of the Software and Information Industry Association (SIIA).

Ludwig D'Angelo
Executive Director Investment Bank Trading Technology, J.P. Morgan Chase

Ludwig D’Angelo is the North American Regional Head of Trading Technology for JP Morgan. He has over 27 years of experience in financial services including front office, risk management, operations, technology and marketing. He has previously held senior positions at Swiss Bank Corp, Bankers Trust, Reuters as well as KPMG Consulting and CAPCO where he was a practice leader in trading technology. He is a frequent lecturer on Securities and Derivatives topics in industry and academia. Early in his career, he was a professional options trader for Oppenheimer & Company.

Tom Davin
Managing Director, Financial and Information Services Division (FISD), SIIA

Tom Davin is Managing Director, Financial Information Services Division (FISD) for the Software & Information Industry Association (SIIA). FISD is the global, neutral forum for the financial information industry with a diverse membership that includes major market data vendors, exchanges, technology providers, and the financial institutions that utilize financial data products. Tom works closely with FISD members to identify major issues and seek opportunities to bring the financial information industry together to discuss and resolve those issues. FISD conducts regular membership events in North America, Europe, Asia, and Australia and hosts the biennial World Financial Information Conference – the premiere global industry conference for financial information professionals.

Tristan Dehaan
Supplier Manager, Market Data, Robeco

Tristan Dehaan has worked for the dutch asset manager company Robeco since 2001. Originally located in the mid office where he was responsible for managing the outsourced service providers, from 2007 he now leads the market data group for Robeco and is responsible for the strategic planning, contract management including procurement and is the main point of contact internally and externally for market data. Recent activities include contract centralisation with Robeco owned companies from various locations across the globe and in another project commanding an internal cost cutting exercise which included extensive interviewing of the business. In addition, Tristan takes active involvement with various industry groups and recently helped set up a dutch consumer peer group, was heavily involved in re-establishing the company synergy group with Robeco's mother company Rabobank and last but not least, FISD where he plunged into the WFIC programme committee and the FISD sponsored industry certification project. With more than 20 years in the Financial Industry covering Back & Mid office operations he still today has the same commitment and passion for the business and values building relationships and the power of information exchange.

Frank Desmond
Head of Europe and Asia, Tullett Prebon Information

Frank Desmond manages Tullett Prebon Information’s business in Europe and Asia. He has been responsible for spearheading Tullett Prebon Information’s market leading growth over the past four years.  Tullett Prebon Information provides the financial community with independent market data from the OTC financial markets including Rates, Money and FX, Fixed Income, Volatility, Commodities and Energy. 
Prior to joining Tullett Prebon Information, he spent more than a decade at Reuters in a range of legal and business roles and most recently was Head of Content Acquisition. He is a frequent speaker at industry events and served on the FISD executive committee for several years. Frank began his career as a lawyer where he worked for several years at international law firm, Clifford Chance LLP.  He was educated at University College Dublin. Married with two children Frank lives near London.

Lou Eccleston
Executive Managing Director - Fixed Income Risk Management Services, Standard & Poors

Lou Eccleston is executive managing director at Standard & Poor’s, a division of The McGraw-Hill Companies, Inc., and the leading provider of objective financial information, ratings and risk analysis to the global financial community. In this capacity, he holds a dual role as head of Global Sales and Client Service as well as Fixed Income and Risk Management Services, which provides Standard & Poor’s research, data and analytics in the fixed income market to global financial professionals. Prior to joining Standard & Poor’s in 2008, Lou was chairman and chief executive officer of Pivot Inc., a leading provider of communications networks for institutional investors. Previously, he served as president of Global Sales, Marketing and Services for Thomson Financial, leading the integration of separate sales, service and marketing operations around the world into one globally coordinated entity. Lou was also president of the Banking and Brokerage division for Thomson Financial, their largest business operating group at the time, where he led the development and launch of Thomson ONE. Lou also spent 14 years as a managing director with Bloomberg L.P., where he helped build sales and customer service initiatives for the desktop, trading systems, the electronic brokerage business and media operations. Lou holds a B.A. in Economics from Drew University and an M.B.A. in Finance from La Salle University.

Steve Ellenberg
VP, Global Index Licensing Coordinator, Credit Suisse

Steve Ellenberg joined Credit Suisse’s Supply Management Division as a consultant in Oct 2005 to negotiate market data license Agreements, with a focus on reference data deals. Beginning Jan 2007, Steve’s primary focus shifted towards the global coordination and centralization of index licensing for Credit Suisse, where Steve has measurably reduced the overall index licensing spend through implementing both strategic license usage monitoring processes, and intelligent index licensing practices.Previous to Credit Suisse, Steve was a Vice President of Vendor Management at Citigroup Asset Management, until their acquisition in August 2005 by Legg, Mason. In 2004 Steve consulted to the Vendor Management Team at Lehman Brothers. Steve was also a key member of the Vendor Management team at Morgan Stanley from 1997 through 2003, and prior was a member of the Fixed Income Trading Technology Team at First Boston. He has also held positions in Business Development at Tudor Software, LLC, and in Client Services at Telekurs (NA), Indepth Data, Inc., and Integrated Analytics (now ITG).

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

Jamie Farmer
Senior Director, Global Index Operations/Head of Exchange Relationships, Dow Jones Indexes

Jamie Farmer is senior director of global index operations and head of exchange relationships of Dow Jones Indexes. He oversees the creation, development and maintenance of new indexes and ensures the alignment of strategic objectives and activities across the business unit. He also is responsible for maintaining relationships with stock, futures and options exchanges in the Americas region. Mr. Farmer oversees business development for the Dow Jones Energy Indexes.
Prior to his current role, Mr. Farmer was a senior associate of strategic relationships at Susquehanna International Group, LLP, a global institutional sales, research and market-making firm based in Bala Cynwyd, Pa., from 1999-2006. There his primary focus was on the development of new products such as cash-settled index options and exchange-traded funds. He also handled marketing, equity research and business development at SIG. In 1991 Mr. Farmer began his career as vice president of marketing at the Philadelphia Stock Exchange (PHLX), where he successfully positioned PHLX’s sector indexes, index-linked products and trading products. Mr. Farmer holds a bachelor’s degree in marketing from Drexel University in Philadelphia.

Adrian Farnham
Chief Operating Officer, Turquoise

Adrian was seconded to Turquoise as acting COO for most of 2007 and was formally appointed to that role in December. Adrian joined from Morgan Stanley, where he worked for 13 years, most recently as an executive director in operations overseeing strategic projects. He oversees market operations and overall programme management for Turquoise.

Ed Flynn
Sr Director, Market Data Services, Fidelity Investments

Edmund (Ed) Flynn is Senior Director of Market Data Services at Fidelity Investments and is responsible for the strategic sourcing of market data services across the enterprise and to its customers. His responsibilities include a stewardship role coordinating market data services across multiple decentralized business units within the Fidelity Investments complex.

Fernando Garrido
Head of Public Debt Operations, Brazilian National Treasury

Fernando Garrido is the head of the Public Debt Operations Department of the Brazilian National Treasury. Fernando has joined the Brazilian Treasury in 1996, and has held several different positions in the institution since then, both in the domestic and external debt desks, and also as manager of the short term debt issuance planning area. Before joining the Treasury, he worked at a Rio de Janeiro-based investment bank. Fernando has also served as an IMF consultant for public debt issues and secondary market development. The Brazilian National Treasury, besides being a heavy user of financial information, has played an important role in stimulating the development of electronic trading systems in Brazil through imposing to the primary dealers obligations in regard of the use of electronic trading platforms.

Meredith Gibson
Senior Vice President and Counsel - IP and O&T Law Group, Citi

Meredith Gibson is a Senior Vice President and Counsel in the IP and O&T Law Group in EMEA for Citi. Meredith joined Citi in 2005. Her role includes responsibility for a wide range of intellectual property, information technology, electronic trading and order routing, and commercial data issues including both market data and reference data. Previously Meredith worked at HSBC and for a number of years in private practice at Clifford Chance, Coudert Brothers and Linklaters. Meredith trained and qualified at Malleson Stephen Jaques in Australia. Meredith has an MA from St Andrews University, an LLB from the University of Melbourne and an LLM from Queen Mary College, University of London. She also holds a diploma in Information and Library Studies from Robert Gordon University. Meredith currently chairs the Banking Legal Technology Group for Citi and is Deputy Chair of the LIBA Market Data Working Party.

Ottavio Gisler
Market Data Services Manager and Member of the Management Board, SIX EXFEED

Alkman Granitsas
Bureau Chief, Greece & Cyprus, Dow Jones Newswires

Alkman Granitsas is Bureau Chief for Dow Jones Newswires in Greece and a regular contributor to The Wall Street Journal. He has 20 years experience in financial journalism working as a foreign correspondent in the United States, Asia and Europe. His articles have appeared in a wide range of media including The Far Eastern Economic Review, BusinessWeek, the International Herald Tribune and The New Republic, while he has also worked as a correspondent and producer for CNBC television and CNN International.

Georg Gross
Director, Head of Front Office Data & Analytics, Deutsche Boerse
Georg Gross heads the Front Office Data & Analytics business as part of Market Data & Analytics at Deutsche Boerse AG, based in Frankfurt/Main Germany. He started his career at DTB Deutsche Terminboerse in 1990 where he held various positions covering product development, strategic marketing and sales. When he joined Deutsche Boerse AG in 1994, he was initially responsible for the Benchmark Products Sales activities before he was appointed Head of Front Office Data & Analytics in 1997. As an Executive Committee Member of FISD, the Financial Information Services Division of the US Software & Information Industry Association SIIA, he actively participates to addressing and resolving issues related to the dissemination, management, administration and use of financial information. Georg Gross holds a degree in Business Administration acquired at University of Mannheim in 1990. He is married, has two sons and a daughter and enjoys a glass of wine, preferably grown at his own vine yard.

Keith Hale
EVP, Netik LLC

Keith Hale has 18 years experience in financial services software specializing in data management and reporting projects solution for investment managers, custodians, prime brokers and fund administrators. Keith is currently Executive Vice President, EMEA responsible for the sales, client services and implementation of Netik's products and services in the region. Keith has overseen sale and then delivery of more than 30 implementations of Netik products, providing clients with state of the art data management and reporting solutions. As a founder of Netik, Keith has also been responsible for growing the Netik Professional Services team from scratch, as well as spending 3 years establishing Netik’s North American presence based out of New York. Previously Keith has worked for financial services software vendors and consulting firms in roles including account management, programme management, business analysis and software development. In addition, Keith spent 6 months in Bangalore, India setting up an offshore development facility.

Rafah Hanna
Executive Director, Head MTS Data, EuroMTS

Mark Hepsworth
President, Institutional Business, Interactive Data

Mark Hepsworth is president of Interactive Data’s Institutional Business, which encompasses the Company’s Pricing and Reference Data, Real-Time Services, and Fixed Income Analytics businesses. As president, Mr. Hepsworth is responsible for leading the business strategy, product development and general business management across Interactive Data’s institutionally-oriented businesses that span five core product areas: evaluated pricing, reference data, real-time services, managed solutions, and fixed income analytics. Mr. Hepsworth became president of Interactive Data Pricing and Reference Data in September 2007 and was named president of Real-Time Services in October 2005. As president of Interactive Data Real-Time Services, Hepsworth has successfully directed the global expansion of its real-time datafeed services business as well as overseen the integration and growth of the Interactive Data Managed Solutions business (formerly IS.Teledata AG). His experience includes a decade as Managing Director for Interactive Data Real-Time Services (formerly known as ComStock) in Europe. Mr. Hepsworth joined ComStock in Europe as General Manager in 1995.

Jarod Hillman
Head of Real Time Data, London Stock Exchange

Frank Hoer
Manager Market Data, ASX

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

Rich joined Bloomberg L.P. in May of this year as Global Exchange Relationship Manager responsible for developing senior relationships with regulators, exchanges and market participants. Prior to Bloomberg Rich spent 4 1/2 years at Citigroup as Senior Vice President, Global Exchange Manager. Before joining Citigroup Rich spent 6 years as Vice President Market Data Services for the New York Mercantile Exchange where he was responsible for managing the Exchange's overall market data business. Rich is currently the Chairman of the Executive Committee of the Financial Information Services Division (FISD) of the SIIA.

Eleanor Jenkins
Vice President, VP - Head of European Market Structure & Liquidity Strategy, Morgan Stanley

Ellie has been with Morgan Stanley for six years and in her current role she is responsible for guiding the liquidity strategy of the Firm, relations with exchanges and MTF's, as well as ongoing dialogue with the FSA, CESR and LIBA. Prior to joining Morgan Stanley, Ellie worked at the London Stock Exchange.

Jeromee Johnson
Vice President, Business Development, BATS Trading

An electronic trading, market structure and capital markets systems expert; a widely recognized industry executive, acknowledged for sharing insight in the areas of trading technology, financial markets regulation and the connection between them. A frequent presenter at industry events and conferences; has spoken on areas ranging from equity research and the unbundling of commissions, to efficient regulation of capital markets, to buy-side desktop trading platforms. Has appeared on television as an exchange and market structure specialist and is regularly quoted in general interest financial publications and brokerage and technology industry trade media. Recently joined The BATS Exchange, from 3D Markets. Was President of 3D Markets – the first options “dark pool” – a crossing network for equity options, designed to help bring large institutional OTC trades back to the listed, regulated environment. At 3D was responsible for strategy, product development, technology, sales and brokerage operations. Prior to 3D, at TABB, advised capital market participants, and their providers, on technology and strategy issues. Author of a number of seminal industry titles including: Locating the Invisible: Aggregating Dark Book Liquidity, Groping in the Dark: Navigating Crossing Networks and Other Dark Pools of Liquidity, and Trading at Light Speed: Analyzing Low Latency Market Data Infrastructure.

Ian-Patrick Lauder
Head of Trading Services, PLUS Markets

Socrates G. Lazaridis
Vice President and General Director, Athens Exchange

He has studied in the Department of Economics at the University of Athens and continued his studies by acquiring an MSc from Queen Mary College in London, specializing in Econometrics. He returned in Greece in 1987, when he became the co-founder of the company “EFFECT Ltd. – Financial Service and Development”. In 1989, he entered the Financial Market sector, with the creation and promotion of the product “FINANCE” originated by the company mentioned above. In 1994, he started working for “Hellenic Exchanges Group”, as the Director of Financial Affairs, in the “Central Securities Depository”. In 1995, he undertook the foundation of “ASYK S.A.” (Systems Development and Support of Capital Market), a subsidiary company of “Athens Exchange S.A.”, in which he was the General Director since May 1998, when he resigned to take the position of the General Director in the “Athens Exchange S.A.” until December 2006. During January - September 2007, he was the General Director of “Clearing, Settlement and Registry” in Hellenic Exchanges. Since October 2007 he serves Hellenic Exchanges Group as Vice President and General Director at Athens Exchange.

Bill Lee
Vice President, Exchange Relations, Morgan Stanley

Michael McCrea
Senior Manager, TSX Datalinx Services, TMX Group

20 year industry veteran, with experience in the consumer, vendor, and exchange constituencies.

Jeannie Merritt
Associate Vice President, NASDAQ OMX

Jeannie Merritt is Head of Global Market Data Administration for NASDAQ OMX. Her team is responsible for the administration of the NASDAQ OMX and UTP market data products, including TotalView, NASDAQ OMX’s premier data entitlement as well as NASDAQ OMX PHLX, NordPool, NASDAQ OMX BX, Nordic and Baltic market data. The Market Data Distribution team conducts market data audits, processes datafeed applications and collects usage reporting. Jeannie has been with NASDAQ since 1996. Prior to 1996, she worked for the National Association of Securities Dealers as a regulatory analyst. Jeannie has an M.B.A. from the University of Maryland, College Park. She currently serves as the NASDAQ OMX representative on the FISD Executive Committee and co-chairs the Business Issues Advisory Committee.

Nick Merritt
Program Director, Financial and Information Services Division (FISD), SIIA

Nick joined FISD in May 2007 and focuses on management of a variety of FISD working groups, including Service Levels & Communications and Billing & Invoicing. He also develops program content for FISD events. Prior to joining FISD he was with the American Bankers Association from 2002-2007 where he served as Manager Service Membership providing products and services to more than 700 non-bank members of the ABA. Nick also worked with The Nasdaq Stock Market from 1987 - 2001 and served as Senior Director Issuer Services. He has a BA from The University of Mississippi and an MBA from The George Washington University.

Kiou Nayer Nouri
Vice President, Information Technology, Barclays Capital

Bill Nichols
Program Director, Securities Processing Automation, Financial and Information Services Division (FISD), SIIA

Bill is Program Director for Securities Processing Automation for FISD. In this role, he concentrates on the intersections between technology and business practice. Special emphasis is in the areas of Standards, where he manages the Standards Steering Committee, Shadow Groups to track Standards developments, represents FISD members on several ISO Committees and is responsible for maintaining MDDL.Nichols was Co-founder/CEO of a research firm acquired by Thomson in 1995, after which he spent 7 years at Thomson Financial. He has an extensive background in Internet architecture and business models, and was retained as an expert witness regarding online traffic and advertising models in Homestore vs. AOL. Much of the past few years have been spent consolidating portfolio companies for venture-backed entities. Most recently, he was consulting on compliance-related product development for Anti-Money Laundering offerings.

Jim Northey
Industry Standards Liaison, FIX Protocol Ltd. Founder, The LaSalle Technology Group, LLC

Jim Northey has over twenty years experience as a manager, consultant, and implementer in the financial markets. He is currently a partner in The LaSalle Technology Group, LLC, a Houghton, Michigan based engineering and products company focused on providing connectivity solutions for the financial markets.

Jim has been a very active leader and innovator in creating and promoting financial messaging standards by regularly contributing to the FIX and ISO 20022 standardization efforts. He served as co-chair of the FIX Global Derivatives Committee from 2003 to 2005. Currently, he serves as the co-chair of the FIX America’s Regional Committee and is the Industry Standards Liaison for FIX Protocol, Ltd. representing FPL on the ISO 20022 Requirements Management Group and Technical Support Group. Jim is also the chair of the X9D Financial Service committee of the Accredited Standards Committee X.9 within the US.

Jim holds a B.S. in Mathematics from the University of Indianapolis and an M.S. in Financial Markets and Trading from the Illinois Institute of Technology with an emphasis in Computational Finance. He periodically serves as an adjunct lecturer at Michigan Technological University – School of Business and Economics.

Alan Paris
Executive Director, Executive Director, Ernst & Young LLP

Alan L. Paris is a New York based Executive Director in Ernst and Young’s Financial Services practice, where he leads the Trading and Market Risk Technology Solutions Group. Alan has over 25 years of experience providing strategy, business development and technology implementation services to investment banks, broker/dealers, exchanges and clearing houses, hedge funds, investment management companies, e-commerce entities and energy/commodities trading organizations. He has led 200+ person teams in implementing trading and risk technologies from the front to back office for global firms in Fixed Income, Equities, FX, Energy, Commodities, Options and OTC Derivatives environments. As former global head of trading floor support at Deutsche Bank, Alan led enterprise wide projects in application development and implementation of risk systems, portfolio management, portfolio accounting, trade management and execution technologies, strategic planning, technical and business process design and vendor management. Alan has authored articles for leading business publications including Securities Industry News and Wall Street & Technology and has been interviewed by The Wall Street Journal, ComputerWorld, Smart Money Magazine and CNN.

Daniel Parke
Managing Director, Agência Estado  

Daniel (Dan) Parke is the Managing Director of Agência Estado (AE) based in São Paulo, Brazil. AE is Latin America’s largest real-time news agency providing 15,000+ AE Broadcast terminals to finance professionals. Dan is the AE business unit head reporting to The Estado de São Paulo Media Group’s CEO. The Estado de São Paulo Media Group is one of Brazil’s largest on-line & print media companies publishing the largest Brazilian daily broadsheet newspaper, Estadão. Dan manages sales, marketing, service, development, I.T., product and P&L for AE and is responsible for BRL$160 million in revenue & a BRL$95million budget. He is AE’s authorized agent and a member of Estado’s Executive Committee. Prior to running AE, Dan was the Managing Director for Thomson Financial Latin America from 2004-2008. Before joining Thomson, Dan worked at Bloomberg for 13 years where he was responsible for initiating and running Bloomberg’s Latin American business.

Daniel Poon
Head of Sales and Marketing, Hong Kong Exchange

Scott J. Preiss
Vice President - CUSIP Global Services, Standard & Poor's Securities Classifications

Scott J. Preiss is vice president, Securities Classifications for Standard & Poor’s, which administers the CUSIP numbering system and the CUSIP International Numbering System (CINS) for the United States, Canada, and various global territories under contract to the American Bankers Association. Under Scott’s direction, Securities Classifications is responsible for the development and operation of the ANNA Service Bureau, launched in July 2001 as a central hub for the consolidation and distribution of ISIN data from >70 global markets, and jointly operated with Telekurs Financial, Zurich. Standard & Poor’s Securities Classifications also provides a variety of cross-referencing, obligor and entity-identification solutions to market participants, including collaboration with D&B to link entity hierarchies with securities identifiers for risk management and compliance needs.

Reg Pritchard
Managing Director, Rights Management Associates

Since 1999 Reg Pritchard has been owner and Managing Director of Rights Management Associates (RMA), the world’s leading independent specialists in market data contracts and policies. RMA provides confidential advice and support to exchanges, vendors and user firms, backed by monitoring and research reports on internet use of market data, using specialised database, search and tracking facilities. Recent activities include new research into the strategic impact of direct market access on market data licensing and practical support for the implementation of new contracts and policies covering data display, processing, trading systems and networks and the creation and licensing of indices. Prior to 1999 Reg spent seventeen years with Reuters as International Business Administration Manager, Country Manager and Internal Auditor. He is a qualified Chartered Accountant and graduate of Cambridge University. He co-chairs the FISD’s Vendor Constituency Group and is a member of the FISD Executive Committee.

Barry Raskin
President, SIX Telekurs USA Inc.

Jack Reerink
Editor, Company News, Reuters News

Jack Reerink is the global company news editor of Reuters, responsible for setting priorities and strategy for coverage of the financial industry and 25,000 listed companies. Based in New York, he leads a team of 600 company news reporters around the world. He has led many round-tables on financial industry issues, including the advent of hedge funds and the impact of innovations such as XBRL.  Jack oversaw Reuters coverage of company news and stock markets in the Asia Pacific region from 2002 to 2007. Based in Singapore, he expanded the regional investment team and set up a team of regional company news correspondents. Jack joined Thomson Reuters as a company news reporter in June 1997 in New York. He reported on Wall Street’s investment banks and oversaw Reuters expanded coverage of the U.S. stock market, deals, funds and the financial industry.Before joining Thomson Reuters, Jack was a senior editor at Futures Magazine, a monthly trade publication on the derivatives industry, from 1993 to 1996. Jack holds a Master of Science degree from the Medill School of Journalism, Northwestern University in Chicago. He earned a law degree from the University of Amsterdam and was a lieutenant in the Royal Netherlands Army. Jack, a Dutchman, is married with two children. His hobbies include bridge, reading, golf and traveling – He has been to more than 115 countries.

Brian Rooney
Business Manager, News and Community, Bloomberg LP

Brian Rooney is Bloomberg's business manager for news, research and community. He has been with Bloomberg since 1991 and served within the newsroom as the TOP editor, national news editor and New York bureau chief before joining product development in 2005. A graduate of the University of Colorado, Brian is a member of the New York Society of Security Analysts and a CFA charter holder.

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

Michael Salk is Senior Product Strategist, Content Licensing and Data Feed Products for Moody’s Analytics. Mr. Salk is responsible for product and strategic management for a global portfolio of rating, research and analytic content services which are delivered direct and via business partners to financial institutions. Mr. Salk has more than 20 years information industry experience developing and marketing financial products. Prior to Moody’s, Mr. Salk oversaw management of financial news and market data products at the Associated Press. Mr. Salk has also worked for Reuters, as Global Head of Text and Online products for Reuters Media, and was Global News Manager for the Investment Banking & Brokerage segment. Earlier in his career, Mr. Salk was Vice President Strategy for BridgeNews, where he provided strategic, product and financial oversight for the news division. He also held a number of marketing positions with IDD Information Services. He holds a Bachelor of Science degree in management from Worcester Polytechnic Institute and an MBA from Carnegie Mellon University.

Julia Sutton
RBC

Varghese Thomas
Vice President, Financial Securities Business Unit, Savvis

Claus Thorball
Head, Global Market Data, Saxo Bank

Claus Thorball is heading the Saxo Bank IT Operations & Support. Market Data is a dedicated business area in Claus’ department. The growing importance of Market Data and the strong dependencies to the Banks IT operations and infrastructure have made it a logical choice for Saxo Bank to organize Market Data and IT Operations in the same department. Claus joined Saxo Bank in June 2008 and have made significant changes to the Banks Market Data department and offering. Effective from May this year Claus added the IT Operations area to his responsibility. Saxo Bank is a global investment bank specializing in online trading and investment across the international financial markets. Saxo Bank enables private investors and institutional clients in almost 200 countries to trade FX, CFDs, Stocks, Futures, Options and other derivatives via the Banks multi-award winning online trading platform, as well as offering professional portfolio and fund management. Prior to joining Saxo Bank Claus had a successful career with Nasdaq OMX heading the Global Data Sales department.

Ken Wasch
President, SIIA

Wasch's involvement in SIIA is based on both personal and professional interests. His long-standing interest in computers and software, coupled with the industry's need for a central trade association, led him to establish the Software Publishers Association (SPA) in 1984 with an initial group of 25 software firms. Wasch has led the association from its infancy to its merger with the Information Industry Association in January 1999, resulting in the formation of SIIA.

David Watts
Head of Exchange Traded Instruments, EMEA, Sales and Trading, Thomson Reuters

David Watts has been involved in the financial markets for over 20 years. His first exposure to the markets was during his time at Specialist gold bullion dealing firm Sharp's Pixley. In 1989 he moved to the Base metals trading division at Dean Witter, which has since been incorporated into the Morgan Stanley group, where he managed client relationships and provided technical analysis on the LME and New York metals markets. During his time in the markets he has been involved in all aspects of trading, market making and trade management focusing on the commodity and energy markets,.. He has also held positions in pension fund management organizations where he again managed numerous client relationships providing advice on potential future market direction and facilitating the execution of customer orders.

Bernie Weinstein
Executive Managing Director, BG Cantor

Bernard A. Weinstein is an Executive Managing Director at BGC Partners, Inc, a position he also held within Cantor Fitzgerald prior to the merger of eSpeed and BGC Partners. In this role he is responsible for BGCantor Market Data, a business of BGC Partners, Inc. and provider of real-time fixed income pricing and data.

Mr. Weinstein is also responsible for the expansion and development of software solutions for eSpeed, one of BGC's electronic broking brands, an electronic marketplace and trading technology provider for the world's capital markets. As such, he develops strategies to leverage BGC's global technology infrastructure, portfolio of intellectual property and electronic trading expertise to allow customers to build electronic marketplaces and exchanges, enable real-time auctions, enhance debt issuance and customize trading interfaces.

He has also served as chairman of the SIA (Securities Industry Association) Information Management Committee and on the Advisory Board of SECTOR (Securities Industry Telecommunications Organization).

Ian Williams
Global Head of Market Information Business Management, Credit Suisse

Ian Williams is Global Head of Market Information Business Management within the CFO division of Credit Suisse, based in London. Market Information Business Management is responsible for the acquisition and delivery of Market Information globally across all three divisions of Credit Suisse. There are in excess of 450 vendors supplying market information to the Bank and global expenditure is in excess of $300 million. Ian joined Credit Suisse in 1999 as the Head of Global IT Supply Management for the Asset Management Division. His responsibility was subsequently expanded as he was made IT Chief Operating Officer for the Asset Management Division. Ian was given responsibility for the global team Market Information Business Management department in 2006.

Angela Wozniak
Associate Director, Information Products, CME Group

Marcus Wright
Senior Editor, Europe, Middle East, and Africa, Dow Jones Newswires

Marcus Wright is the Senior Editor at Dow Jones Newswires, responsible for all editorial operations in the Europe, Middle East and Africa region. As such, Mr. Wright heads a network of 260 reporters, editors and translators working from 32 bureaus in 26 countries in the region. Dow Jones Newswires is the real-time financial news unit of Dow Jones & Co. Inc, which also publishes The Wall Street Journal. Mr. Wright is located in London.

Mr. Wright has held his current position since August 1, 2006. Prior to that, Mr. Wright was the Newswires Senior Editor for the Asia-Pacific region, based in Singapore. He moved to Singapore in 1996 from New York, where he worked as an assistant news editor, responsible for Dow Jones Newswires’ global foreign exchange coverage. Between 1989-1992 Mr. Wright was a correspondent for Dow Jones in the Gulf, located in Bahrain. His Middle East assignment coincided with the invasion of Kuwait and the first Gulf War, during which Mr. Wright reported on the unfolding crisis and its implications for regional energy supply and financial markets.

Mr. Wright joined Dow Jones in 1987 as a reporter in the London office, covering the UK equities markets. Before Dow Jones, Mr. Wright was a reporter for the Middle East Economic Digest magazine in London covering financial and energy issues in the Gulf and North Africa. He graduated from Oxford University in 1980 where he earned an Honours Degree in Modern History.