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This is a two-day course running June 5-6 at Dow Jones, 1211 6th Avenue, 3rd Floor, Paul Partos Conference Room, New York, NY 10036
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Day 1: June 5 @ 9:00 a.m. - 6:00 p.m.
Day 2: June 6 @ 9:00 a.m. – 4:00 p.m

Members – $1,600 | Nonmembers – $1,900

Note: FISD’s target price point for 2024 is $2,000 for members and $2,500 for nonmembers.

Booking Options:

Booking Options:

Invoice: 

Please contact the FISD Professional Certification Program Director Hope Wilkes or David Anderson to book seats via invoice.

Online Registration:

Create a Webassessor account and register for either of these packages:

  • In-Person FISD FIA Training: New York June 5-6, 2023 (FISD members only)
  • In-Person FISD FIA Training: New York June 5-6, 2023 (Non-members)

What is the FISD FIA:

The Financial Information Associate (FISD FIA) is a globally-recognized professional certification covering the essentials of market data. It provides a thorough grounding in the fundamentals for anyone working, either directly in a market data role or alongside others who deal with market data. Earning the FISD FIA is a great goal for those who are relatively new to market data and the capital markets. For more seasoned professionals, the FISD FIA can help fill gaps in knowledge or experience.

What is this two-day classroom course:

FISD has developed an intensive, in-person training course that prepares participants for the FISD FIA certification exam. This course will cover all the elements of the FISD FIA syllabus. Plus, students will benefit from the ability to ask detailed questions of the trainer and hearing anecdotal context for key concepts. Students also receive a 7.5-hour video-based eLearning course. Certain video modules are required viewing before the classroom course while all modules are helpful as a post-classroom study tool.   

About your trainer:

David Anderson has worked in market data since September 1984, starting out as a sales executive for Telerate in London. He went on to spend nearly 13 years in various sales and marketing roles with what was then Reuters, a further 10 years operating a specialist market data consultancy, www.atradia.com, and has spent 12 years working with FISD. David created the FISD Professional Certification program and has been the author/editor of the FISD FIA syllabus and exam – now in its fourth version. For more background, see David’s LinkedIn profile.

Agenda

3:00 - 3:30 p.m.

Registration & Networking

3:30 - 3:35 p.m.

FISD Opening
Tom Davin, Managing Director, FISD

3:35 - 3:40 p.m.

Host Welcome

3:40 - 4:30 p.m.

Fireside Chat - Regulatory Outlook for 2023 and Beyond

Listen to this fireside chat to hear about the latest on the Consolidated Tape Plan in the US as well as the Market Data Infrastructure rule and any new components.   What needs to happen now and what are the next steps?  How does this all impact the future of market data?

Kerry Baker Relf, Head of Strategic Data Platforms, LSEG

Brett Redfearn, Founder, Panorama Financial Markets Advisory

4:30 - 4:35 p.m.

New Member Welcome - Glue42

Leslie Spiro, Co-Founder and CEO, Glue42

4:35 - 4:50 p.m.

Thought Leadership – Growth & Challenges of Private Market Data

Private market data has now become a mainstream asset class for all types of investors.  Whether investors choose to buy, build, or blend different private market datasets, self-reflection on their current data collection, individual workflows, and future investment goals is critical. Asset owners and investment managers require transparent, ever-expanding coverage, comprehensive mapping capabilities, and data flexibility that can keep pace with their evolving needs.

Vincenzo Giordano, Principal Product Manager, FactSet

4:50 - 4:55 p.m.

New Member Welcome - Xenomorph

Naj Alavi, Managing Director & President

4:55 - 5:00 p.m.

FISD Update
Tom Davin, Managing Director, FISD

5:00 - 7:00 p.m.

Networking Reception

SPEAKERS

Vincenzo Giordano

Principal Product Manager, FactSet

Bio →

Tom Davin

Managing Director, FISD

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Naj Alavi

Managing Director & President, Xenomorph

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Leslie Spiro

Co-founder and CEO, Glue42

Bio →

Kerry Baker Relf

Global Director, Content Acquisition and Rights Management, LSEG

Bio →

Brett Redfearn

Founder, Panorama Financial Markets Advisory

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