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FISD Boston – March 13, 2025

March 13, 2025 @ 3:00 - 7:00 p.m.

 

Hosted by Fidelity
245 Summer Street, Boston, MA 02205

Members Only – Free 

Please note that this event has limited capacity. Should the event become fully subscribed, FISD reserves the right to limit the number of delegates attending per firm. This may require removing some registrations in excess of the per company limit. The purpose of this policy is to ensure a diverse member audience with a mix of consumers, vendors, exchanges, and others.

Agenda

3:00 – 3:30 p.m.

Check-in & Networking

3:30 – 3:35 p.m.

FISD Opening
Courtney McGuinn
Program Director, Americas, FISD

3:35 – 3:40 p.m.

Host Welcome
Devlin Ponte
, Vice President, Head of Market Data Services, Fidelity Investments

3:40 – 3:45 p.m.

New Member Introduction
Adam Davis
, Partner, Artefact US 

3:45 – 4:30 p.m.

Thinking and Rethinking a Career in Market Data (AKA: What Should Marcy Pike Do Next?)

While most market data professionals happen upon a market data career, once they find the industry, they often remain.  As a consequence, talented individuals may move across constituencies or from larger to smaller firms (or vice versa) picking up new skill-sets along the way.  This panel will consist of individuals at different stages of their careers who have made major moves and have advice for the audience about what skills are likely to make them most valuable.  

Moderator – Marcy Pike, Market Data Executive

Trista Burke, Global Relationship Manager, Transaction Network Service

Ivette Collazo, Director, Head of Market Data, Hudson Bay Capital Management LP

Sarah McSweeney, Group Strategic Relationship Director, Group Strategic Accounts, London Stock Exchange Group

Krystle Rudzinski, Director, Index & Data Solutions, Blackrock

4:30 – 5:15 p.m.

AI in 2025 – Current Market Data Use Cases Panel

AI has been all the buzz for a while now, but some firms are still extremely cautious about allowing any type of AI within their products.  Regardless, vendors are continually enhancing and promoting use of AI in their products and services and the growth in this space will undoubtably continue.  Hear from some players in the market that have implemented AI in their businesses, the challenges they faced, and the opportunities that have emerged.

Moderator – Adam Davis, Partner, Artefact US

Erin Bascom, Senior Vice President, Director of Front Office Sales and Research Strategy, FactSet

James Calise, Senior Director Cloud Engineering, Financial Services Industry, Oracle

Tim Lind, Managing Director, DTCC

Jonathan Nutter, Data Strategy Lead, Corporate Procurement, Liberty Mutual

Amit Shavit, VP, Data Science, Fidelity Asset Management Technology

5:15 – 5:20 p.m.

FISD Update
Tom Davin
Managing Director, FISD

5:20 – 7:00 p.m.

Networking Reception

SPEAKERS

Trista Burke

Global Relationship Manager, Transaction Network Services (TNS)

Tom Davin, FIA

Managing Director, FISD

Tim Lind

Managing Director, DTCC Data Services

Sarah McSweeney

Group Strategic Relationship Director, Group Strategic Accounts, LSEG

Marcy Pike

Market Data Executive

Krystle Rudzinski

Director, Index & Data Solutions, BlackRock

Jonathan Nutter

Data Strategy Lead, Corporate Procurement, Liberty Mutual

James Calise

Senior Director, Cloud Engineering, Financial Services, Oracle

Ivette Collazo

Director, Head of Market Data, Hudson Bay Capital Management LP

Erin Bascom

Senior Vice President, Director of Front Office Sales and Research Strategy, FactSet

Devlin Ponte

Vice President, Head of Market Data Services, Fidelity Investments

Courtney Doyle McGuinn, FIA

Program & Project Director, Americas, FISD

Amit Shavit

VP, Data Science, Fidelity Investments

Adam Davis

Adam Davis, Partner, Artefact

Host

2025 Global Sponsors

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