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April 17 @ 2:30 – 7:00 p.m.

Hosted by BMO with reception to follow at Elephant & Castle
BMO: 100 King St W, First Canadian Place, 68th Floor, Toronto, ON M5X 1A9

This event is at capacity. To inquire about the waitlist, please contact Courtney McGuinn.

Join us at our Toronto spring event and as a follow-up to our Next Generation panel back in November, hear from the leaders in the industry about how they continually build, maintain and nurture their teams and what’s to come in the future.  We will receive an update from the OSC on their real-time market data consultation and the next steps.  Afterward, you’re invited to mingle with your colleagues at the Elephant & Castle nearby.

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

2:30 - 3:00 p.m.

Registration and Networking

3:00 - 3:05 p.m.

FISD Welcome 

Courtney Doyle McGuinn, Program & Project Director, Americas, FISD

3:05 - 3:10 p.m.

Host Welcome

Manon Amyot-Lake, Managing Director, Head of CM T&O Supplier Management and Global Market Data Services, BMO

3:10 - 3:55 p.m.

Next Steps - Established Leaders Respond to the Needs of the Industry – and of the Next Generation Panel
Hearing the hopes, desires, and concerns of the next generation in market data back in November 2023 was only the start of a process. In April 2024, we hear from those in charge, those tasked with recruiting, developing, and nurturing that next generation so they can be the most effective market data cohort yet. Is that challenge any different from what faced earlier cohorts? Are the challenges of 2024 and beyond different enough to require a different approach from those in charge?

Moderator - Feargal O'Sullivan, Chief Executive Officer, USAM Group, Inc.
Manon Amyot-Lake, Managing Director, Head of CM T&O Supplier Management and Global Market Data Services, BMO
Paul Bowes, Country Head at FTSE Russell, LSEG
Tina Geronimo, Director, Head CM Trade Expense Management and Global Market Data Services, RBC
Dave Hill, Managing Director,  Product Management, TMX Group
Lisa McAllister, Senior Manager Operations, Compliance & Audit , Market Data Services (MDS), Scotiabank

3:55 - 4:00 p.m.

New Member Introduction - CanDeal

Christian Bergeron, Director, Valuations and Pricing, CanDeal

4:00 - 4:45 p.m.

Fireside Chat - The Generative AI Journey

Generative AI (GenAI) will change the way you and your customers interact with technology to ways that are intuitive, natural language based, easy and highly productive.  It will transform your business (or your competitor’s) and the hype stage has already moved into execution and value delivery.  Your journey as you innovate with GenAI will be an exciting one.  However, your excitement needs direction.  The excitement should be that of a journey well-travelled versus the thrill of a roller coaster.  During this Fireside chat, Oracle will share how successful clients are innovating with GenAI as they transform their business in measured directional ways.

Moderator: Richard Sachs, Industry Executive, Financial Services, Oracle
James Calise, Senior Director, Cloud Engineering, Financial Services, Oracle
Greg Keys, Specialist, Data & AI Strategy and Solution Architecture, Oracle

4:45 - 4:50 p.m.

FISD Update

Courtney Doyle McGuinn, Program & Project Director, Americas, FISD

4:50 - 5:00 p.m.

Transition to Elephant & Castle (212 King St W)

5:00 - 7:00 p.m.

Networking Cocktail Reception at Elephant & Castle

Tina Geronimo

Director, Head CM Trade Expense Management and Global Market Data Services, RBC

Bio →

Richard Sachs

Industry Executive, Financial Services, Oracle

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Paul Bowes

Country Head at FTSE Russell, LSEG

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Manon Amyot-Lake

Head of Capital Markets T&O Supplier Management and Global Market Data Services, BMO

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Lisa McAllister

Senior Manager Operations, Compliance & Audit , Market Data Services (MDS), Scotiabank

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James Calise

Senior Director, Cloud Engineering, Financial Services, Oracle

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Greg Keys

Specialist, Data & AI Strategy and Solution Architecture, Oracle

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Feargal O’Sullivan

Founder & CEO, USAM Group Inc.

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Dave Hill

Managing Director, Product Management, TMX Group

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Courtney Doyle McGuinn

Program & Project Director, Americas, FISD

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Christian Bergeron

M.Sc., CFA
Director, Valuations & Pricing, CanDeal DNA

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Host

2024 Global Sponsors

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