FISD Issue Brief & Networking Reception

Date: Wednesday, February 17, 2016

Location: Deutsche Bank, 60 Wall Street, 47th Floor, New York, NY 10005


(Employees of member firms attend for free / non-members attend for $250)

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Wednesday, February 17

3:00 p.m. - 3:30 p.m.

Registration & Networking

3:30 p.m. - 5:30 p.m.


3:30 p.m. - 3:40 p.m.

Welcome and Introduction


Tom Davin, FIA, Managing Director, FISD

3:40 p.m. - 4:25 p.m.

Cost Containment and Cost Cutting: Practices and Implications

The bottom line is the final word for many firms in our industry and for that reason cost containment and cost cutting are currently being discussed, studied and implemented by a sizable number.  This session examines the practices and procedures for controlling costs and the challenges of doing so in an environment of rising costs.  In addition, the impact and results of these changes will be examined.            


Steve Matthews, CEO, The Roberts Group


Carol Couch, Vice President, Market Data, Capital Group Companies

Steve Hansen, Vice President, Market Data Sourcing, Morgan Stanley

Bill Lee, FIA, Senior Market Data Advisor, Interactive Brokers

4:25 p.m. - 4:30 p.m.

New Member Introduction: Quandl


Chris Harding, Head of Business Development & Partnerships, Quandl

4:30 p.m. - 4:35 p.m.

New Member Introduction:


Morgan Downey, CEO,

4:35 p.m. - 5:20 p.m.

Mergers and Acquisitions: New Identities Being Created

ICE purchases IDC, FTSE acquires Russell Indexes, and Nasdaq acquires Chi-X Canada. These and a number of other changes are impacting our industry.  We’ll take a look at a number of partnerships and discuss what aspects are considered beforehand.  In addition, we'll consider the impact and effects of some of these changes.


Barry Raskin, FIA, Managing Director, Jordan & Jordan


Lynn Martin, President & COO, ICE Data Services

Jonathan Reeve, Chief Product Officer , S&P Global Market Intelligence

Richard Repetto, Principal, Equity Research, Sandler O'Neill

5:20 p.m. - 5:30 p.m.

FISD Update


Tom Davin, FIA, Managing Director, FISD

5:30 p.m. - 7:00 p.m.