FISD Issue Brief

Date: Thursday, October 19, 2017
Location: Credit Suisse, One Madison Avenue, New York, NY

*Please Note that Pre-Registration is REQUIRED for this Event Due to Building Security Measures


Employees of member firms attend for free / non-members attend for $250. Not sure if you're an FISD member? Click here.

Thursday, October 19

3:30 p.m. - 4:00 p.m.


4:00 p.m. - 4:10 p.m.

Welcome and Introduction


Tom Davin, FIA, Managing Director, FISD

4:10 p.m. - 4:30 p.m.

Capital Markets Infrastructure: Use Cases in Data & Advanced Analytics

Renowned consulting firm, McKinsey & Company will give an overview on current trends and challenges global Capital Markets Infrastructure Providers (CMIPs) are currently facing.  Particular highlights will include industry leaders' strategies for promoting  growth along and beyond the industry value chain especially in the area of data and advanced analytics. They will explore a series of potential use cases in this area and show effective ways for CMIPs for their identification, prioritization, development, and monetization.


Andreas Waschto, Associate Partner, McKinsey & Company

4:30 p.m. - 5:10 p.m.

Transformation in Capital Markets Infrastructure

This panel session will review and discuss the presentation on capital markets infrastructure delivered by Dr. Waschto.


Feargal O'Sullivan, Chief Executive Officer, USAM


Spencer Mindlin, Analyst, Aite Group

Doug Munn, Senior Vice President, Thomson Reuters

Vikas Shah, Managing Director, Investment Banking, Rosenblatt Securities

Andreas Waschto, Associate Partner, McKinsey & Company

5:10 p.m. - 5:15 p.m.

Member Introduction - Telstra


Paul Abfalter, Director Emerging Markets, Telstra

5:15 p.m. - 5:50 p.m.

Innovation Labs

A surprising number of our FISD member firms have internal “innovation labs” where new products, devices, solutions, and inventions are created to assist internal customers.  This session will introduce some of the participants in these labs who will share their personal histories, disclose how their groups operate, and highlight some of their biggest ‘finds’.  We’ll get a sense of how accurate Thomas Edison’s quote of genius being “1% inspiration and 99% perspiration” is in this new age of discovery and invention.


Greg Kozar, Senior Vice President, Products and Services Americas, 3d innovations


Claire Frankel, Chief Information Officer and Head of Data Architecture, Civicor, Inc.

Jesse Podell, SVP, Open Innovation , Citi

Nancy Selph, Group CTO, Chief Operating Officer, Deutsche Bank

5:50 p.m. - 6:00 p.m.

FISD Update

An update on FISD issues and activities.


Tom Davin, FIA, Managing Director, FISD

6:00 p.m. - 8:00 p.m.

Networking Reception