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FISD LATAM 3 Day In-Person FIA Training Course

August 5, 6, and 8 @ 9:00 - 1:00 p.m.

Hosted by Banco BTG Pactual
Av. Brig. Faria Lima, 3477 São Paulo-SP Brazil

Members and Nonmembers – $900

To register, contact maria.cruz@taurabr.com

We are offering a three-day training to FISD FIA Certification in presence, with Maria Eugenia Cruz professor – FISD, and hosted at Banco BTG Pactual in Brazil. After this training the student will have an overview on Markets, Data, Technology and Trends that are essential for taking the FISD FIA exam, as well as having enjoyed the opportunity to share experiences and questions with other professionals of the market. This training is important to those who are entering in the market data business, as well as to the ones that already have experience and can fill the gaps of some specificities of the business.
People working with market data, technical departments, as well as sales departments benefit from this training to ensure they have the necessary knowledge to understand the financial data market.
After the initial training, we will have a ZOOM group meeting to clarify questions that may arise. Afterwards, students will have one opportunity to take the exam and those who pass will get the Internationally recognized FISD FIA Certification.

The in-person training, ZOOM call, and the online FIA Certification Exam are all included in this package.

Please note that this event has strict capacity requirements. Should the event not meet a minimum registration requirement, FISD reserves the right to cancel the event. If cancelled, a full refund will be provided. 


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


Tristan Dehaan

Program Director, FISD

Bio →

Dominik Schmidt-Kiefer

Divisional Board Member, Big Data & Advanced Analytics, Commerzbank AG

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