FISD General Meeting

Date: Thursday, December 14, 2017
Location: Thomson Reuters, 3 Times Square, 30th Floor New York, NY, 10036


Employees of member firms attend for free / non-members pay $500
Not sure if you are an FISD member? Confirm here.

Separate registration is required for the FISD Holiday Party which follows the FISD General Meeting. Click here to register for the FISD Holiday Party.

Thursday, December 14

2:00 p.m. - 2:30 p.m.

Registration & Networking

2:30 p.m. - 2:40 p.m.

Welcome and Introduction


Tom Davin, FIA, Managing Director, FISD

2:40 p.m. - 2:50 p.m.

Host Welcome: Thomson Reuters


Patsy Doerr, Global Head, Corporate Responsibility, Sustainability & Inclusion, Thomson Reuters

2:50 p.m. - 3:40 p.m.

Artificial Intelligence in the Market Data Industry

Artificial Intelligence (AI) and machine learning play a big role in our industry now.  This session will define what we term “AI” and discuss what “science” and processing underpins this environment. Panelists will debate how it can assist in areas like enhancing data quality and ‘Know Your Customer’ applications.  Other aspects addressed include Big Data and if and how this technology can derive meaning from so much unstructured information (e.g. research reports, news articles, blog posts, social media, etc.) currently available and consider whether AI can be an effective alert tool for behavior, risk and regulatory issues.


Shanna McEachern, Manager, Field Marketing, IPC


Philippe Burke, Portfolio Manager, Apache Capital

Georgina Hornby, Markets Specialist, Thomson Reuters

Elliot Noma, Lecturer, Columbia University

Aaron Walters, Senior Director, CME

3:40 p.m. - 3:45 p.m.

New Member Introduction: Novasparks


Cliff Maddox, Director of Business Development and Marketing, Novasparks

3:45 p.m. - 3:50 p.m.

New Member Introduction: Intrinio

Rachel Carpenter, CEO, Intrinio

3:50 p.m. - 4:00 p.m.

FISD: Professional Certification


Hope Wilkes, Program Manager, Professional Certification, FISD

4:00 p.m. - 4:30 p.m.


4:30 p.m. - 5:00 p.m.

Protecting Your Company's Technology When Onboarding and Offboarding Employees

This session will identify top-line issues and best practices for the hiring and firing of employees with access  to sensitive information.  Among the topics to be discussed are best practices for onboarding/offboarding, strategies for protecting sensitive and confidential information, and a discussion about the effective use of Non-Compete and Non-Disclosure agreements.


Maria Amelia Calaf, Partner, Wittliff|Cutler|Austin PLCC

Christopher Mohr, General Counsel, Vice President of Intellectual Property, SIIA

Jack Simms, Partner, Wittliff | Cutter | Austin PLCC

Karen Vladeck, Partner, Wittliff|Cutler|Austin PLCC

5:00 p.m. - 5:05 p.m.

New Member Introduction: Crux Infomatics


Elizabeth Pritchard, Founder , White Rock Data Solutions LLC

5:10 p.m. - 5:50 p.m.

A Close Inspection of Alternative Indexes

This session will define alternative indexes and compare and contrast their similarities and differences with the more established and widely used indexes.  Discussion will include insight on who these alternative indexes are and what they actually provide to consumers. The commercial side will be addressed and viewed from the perspective of  the pros and cons of alternative indexes vs. the more established providers. The panelists will touch on the processes and requirements involved in the art and science of creating and, perhaps more importantly, maintaining an index.  We’ll look closely at the uses of indexes with a specific focus on tracking historical performances of investment portfolios and speculate on the future of indexes.


Mike Bruno, SVP, Head of Product Management, RIMES Technologies


Shaun Baskett, Director Index Sales, Cboe Europe

Dwijen Gandhi, Senior Director, Head of NYSE Indices, ICE Data Services

Joe Nardulli, Senior Vice President, Strategic Sourcing, Enterprise Market Data, Northern Trust

5:50 p.m. - 6:00 p.m.

FISD Update

An update on FISD activities and issues.


Tom Davin, FIA, Managing Director, FISD