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FISD New York – May 22, 2025

May 22, 2025 @ 2:30 - 7:00 p.m.

 

Hosted by Citi
45 Hubert Street, New York, NY 10013

Members – Free | Nonmembers – $500

Registration is now closed for this event.

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.

SPEAKERS

Agenda

2:30 – 3:00 p.m.

Check-in & Networking

3:00 – 3:05 p.m.

FISD Opening
Courtney McGuinn
, Program Director, Americas, FISD

3:05 – 3:10 p.m.

Host Welcome
Patti Sachs
, Head of Market Data Compliance and Exchanges, Citi

3:10 – 3:50 p.m.

Panel: The Data Enablement Revolution

No one has ever described buying and implementing market data as easy – and for good reason. Market data is highly regulated, highly protected and technically complex. But two major industry shifts – the migration to the cloud and rush toward AI – are changing the dynamics. Financial data companies are building more efficient ways to securely explore and access large, granular datasets while giving providers the governance and control they need. During this panel, leaders from the world’s biggest data companies, financial institutions and technology companies will talk about key trends driving the transformation for data enablement, including cloud distribution, self-serve access, and cost management in the cloud.

Moderator – Peter Dorsey, Director of Solutions Engineering & Customer Success, Bobsled
Kristen Clark
, Vice President, Principal Product Manager – Cloud & Managed Services, FactSet
Maria Ravelo, Group Director, Data Platform Management, LSEG

3:50 – 3:55 p.m.

New Member Introduction
John Crouch
, CEO, Ideal Prediction

3:55 – 4:35 p.m.

Panel: The Invisible Giants: Uncovering the Impact of Private Companies on Markets and Innovation

This panel aims to shed light on the significant yet often overlooked role that private companies play in shaping financial markets and global economies. With global private credit assets reportedly topping $2.1 trillion last year, this panel addresses the profound implications of that rapid expansion for investors, regulators, and the broader financial ecosystem while highlighting the powerful impact that related news and data will have for the financial services community at large.

Moderator – Max Bowie, Editor, Waters Technology
Brooks McFeely, CEO, MT Newswires
Jamil Sheppard, Director, Strategic Partnerships & Alliances, FactSet
Chris Sparenberg, Managing Director, Head of iLEVEL at S&P Global
Anastacia Villis, Investment Intelligence, Nasdaq

4:35 – 4:40 p.m.

New Member Introduction
Cole Malatesta
, Manager, Market Data & Access Services, IEX

4:40 – 5:10 p.m.

Fireside Chat: Enhancing Financial Insights With Grounded AI

We will discuss the importance of grounding GenAI models with high-quality, verifiable data to overcome the challenges of hallucinations, and improve business decision-making. We will explore how financial services professionals can drive efficiencies, enhance their insights and productivity by leveraging Agentic AI, addressing the timeliness, quality, consistency, and integrity of data.  Join us to understand the significance of grounding as well as the benefits of integrating proprietary and third-party data sets with advanced AI capabilities to help mitigate holistic risk and unlock opportunity, transforming the landscape of financial services.

Cristina Pieretti, Managing Director, Digital Insights, Moody’s
Nina Reyes, Managing Director, Content Licensing, Moody’s

5:10 – 5:20 p.m.

FISD Update
Tom Davin, Managing Director, FISD

5:20 – 7:00 p.m.

Networking Reception

Tom Davin, FIA

Managing Director, FISD

Peter Dorsey

Director of Solutions Engineering & Customer Success, Bobsled

Patti Sachs

Global Head of Market Data Compliance and Exchanges, Citi

Nina Reyes

Managing Director, Content Licensing, Moody's

Max Bowie

Editor, WatersTechnology

Maria Ravelo

Group Director, Data Platform Management, LSEG

John Crouch

CEO, Ideal Prediction

Jamil Sheppard

Director, Strategic Partnerships & Alliances, FactSet

Jake Graham

Co-Founder & CEO, Bobsled

Courtney Doyle McGuinn, FIA

Program & Project Director, Americas, FISD

Cole Malatesta

Manager, Market Data & Access Services, IEX

Christina Pieretti

General Manager, Digital Insights, Moody's

Chris Sparenberg

Head of iLEVEL, S&P Global Market Intelligence

Brooks McFeely

CEO, MT Newswires

Anastacia Villis

Investment Intelligence, Nasdaq

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