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Speakers

Keynote Speakers

Stephan Orban

General Manager, Amazon Web Services

Stephen is the GM (General Manager) of a new AWS service under development, and author of the book “Ahead in the Cloud: Best Practices for Navigating the Future of Enterprise IT”. Stephen spent his first three-and-a-half years with Amazon as the Global Head of Enterprise Strategy, where he oversaw AWS’s enterprise go-to-market strategy, invented and built AWS’s Migration Acceleration Program (MAP), and helped executives from hundreds of the world’s largest companies envision, develop, and mature their IT operating model using the cloud. Stephen authored Ahead in the Cloud so customers might benefit from many of the best practices Stephen observed working with customers in this role. Prior to joining AWS, Stephen was the CIO of Dow Jones, where he introduced modern software development methodologies and reduced costs while implementing a cloud-first strategy. These transformational changes accelerated product development cycles and increased productivity across all lines of business,including The Wall Street Journal, MarketWatch.com, Dow Jones Newswires, and Factiva. Stephen also spent 11 years at Bloomberg LP, holding a variety of leadership positions across their equity and messaging platforms, before founding Bloomberg Sports in 2008, where he served as CTO. Stephen earned his bachelor’s degree in computer science from State University of New York College at Fredonia. https://www.linkedin.com/profile/view?id=4575032

Sarah Ryerson

President, TMX Datalinx, TMX Group

Sarah Ryerson is President of TMX Datalinx, responsible for leading the growth of TMX Datalinx, the information services division of TMX Group which provides a broad spectrum of real-time and historical data solutions to clients around the world. A dynamic leader with an innovative, client-centric mindset and proven track record, Sarah brings extensive experience in building effective, high- performance teams and executing successful growth strategies. She will lead the TMX Datalinx business; engaging stakeholders from across the industry to find innovative ways to address the diverse needs of the evolving marketplace. She has held leadership roles in sales and business strategy in Canada and the United States. Most recently, she served as Head of Industry, Financial Services and was responsible for driving revenue growth and innovation in the Canadian banking and insurance sector. Sarah Ryerson joins TMX from Google; prior to that she designed and implemented business strategies for private and public sector clients across a wide range of industries while at McKinsey & Company. She is a graduate of Princeton University and she has an MBA in Strategic Management from Wharton Business School.

Debra Walton

Chief Revenue Officer, Refinitiv

Debra leads all sales, client and partner relationship management and market development activities for Refinitiv. Her global team operating in 65 countries brings the entire range of Refinitiv solutions to meet the data analytics and workflow needs of our customers. She is a member of Refinitiv’s Executive Leadership Team and Executive Sponsor of the Women’s Network. Debra has lived and worked on three continents, and has held senior executive positions across product,content, sales and marketing at Refinitiv and the Financial & Risk business division of Thomson Reuters since she joined the firm in 2003. She is also a board member of the Tradeweb Board of Managers. Debra is a tireless advocate of gender equality and speaks globally on diversity and leadership as well as on the importance of ESG more broadly. Debra is an advisory board member at Springboard, a New York based nonprofit that brings together entrepreneurs, investors, and industry experts to help women take their business plans to market. Prior to joining Thomson Reuters, she was president and chief executive of Nucleus Inc., a technology start-up delivering enterprise solutions. Before that, she was the first female partner at Cantor Fitzgerald and a founding board member of the Cantor Financial Futures Exchange, the first electronic platform for trading U.S. Treasury futures contracts. Ms. Walton recently was awarded the Waters Women in Technology and Data 2018 Lifetime achievement award and in 2017 the Gertrude Crain Award from the Software & Information Industry Association (SIIA) for her extraordinary record of achievement and service. In 2016 she was acknowledged as a Springboard Enterprises Oracle honoree, championing women entrepreneurship. In 2015, she was named a Woman of Vision by the Anita Borg Institute, won the coveted Merit Award from the Women’s Bond Club, and earned a spot on the New York Business Journal’s inaugural “Women of Influence” list. She has also won the New York Women’s Agenda Galaxy Award and the Women’s Venture Fund Highest Leaf Award. An avid golfer and sailor, Ms. Walton lives in New York with her husband.

Speakers

Manon Amyot-Lake, FIA

Director | Head of Global Market Data Services , BMO Capital Markets

Manon Amyot-Lake is Director, Head of Global Market Data Service at BMO Capital Markets. Previously - Director and Global Head, Market Data Solutions for RBC. Prior to this, Manon worked in a variety of roles including Corporate Trainer, Credit Analyst, Director of Sales, and for a variety of large firms including Imperial Oil, GE Capital, Standard & Poor’s and CIBC. Manon holds a B.A.and B.Ed.from York University in Toronto, as well as being a certified FISD Financial Information Associate (FIA). Based in Toronto, she is fluent in both English and French.

Michelle Ansell

Global Head of Market Data, Macquarie

Julie Armstrong

Chief Commercial Officer, ChartIQ

Julie Armstrong, Chief Commercial Officer As key evangelist for the ChartIQ suite of products, Armstrong supports ChartIQ’s mission to deliver solutions to evolve finance world technologies. Throughout her career, Armstrong has remained committed to evolving the financial marketplace with new solutions, while remaining loyal to customers and teammates. With over two decades of experience in the financial marketplace, Armstrong has held leadership roles at Townsend Analytics and CME Group. In 2017, she won a Markets Media Women in Finance award.

Tim Baker, CFA

Global Head of Applied Innovation & Refintiv Labs, Refinitiv

Tim Baker is Global Head of Applied Innovation at Refinitiv. He leads a team of data and research scientists, design and U/X experts, and software engineers across the company’s San Francisco, New York, London and Singapore Labs, applying new technology and innovative approaches to solve business and customer challenges. He is responsible for POC-development and validation, using technologies including the API economy, cloud, machine learning, open and alternative data, and blockchain to lead the transformation of the financial-services sector. Prior to Refinitiv, Tim was Managing Director at UBS.

Trey Berre

Global Head, CME Data Services, CME Group

Adolpho Bianchi

Head of Market Data and Co-Location Services, BM&F BOVESPA

Adolpho joined B3 in July 2013 and is the Head of Market Data, Analytics and IT Services. Adolpho was previously at FIS where he was Head of Sales for Latam. Before then he was a Director at Bloomberg managing the business of their data sales for Latam. Adolpho started work in the city with Sao Paulo, Brazil at Thomson Reuters, in their media sales team. Adolpho holds a BA from The University of Mackenzie and an MBA from The FIA University.

Mark Bird

Co Founder, Data BP

Mark Bird has been developing systems to advance business processes in the market data industry for over twenty years. In 1998 he began his professional career as a software developer with TCB Data Systems, a boutique industry service provider. After rising to the role of lead developer, Mark spent four years at the New York Stock Exchange where his responsibilities ranged from supporting the content licensing team to leading the Market Data administration division of NYSE Technologies. In 2013 Mark co-founded DataBP with the mission of providing complete technology and business process solutions for data owners, creators, and administrators. Today, more than $1 billion in annual revenue is administered through DataBP's systems globally

Ken Brady

Global Head of Market Data, Morgan Stanley

Ken is the Global Head of Market Data responsible for strategic data requirements, procurement and vendor provider strategy for Morgan Stanley Globally. Ken joined Morgan Stanley from Merrill Lynch where he was the Global Market Data Technology manager for the Institutional Business. Prior to Merrill Lynch Ken was with EJV partners in the early start up phase and before EJV Ken managed the Open Systems Group for Reuters. Ken holds a Bachelor of Science in Computer Science as well as an Masters in Business Administration from the Columbia University Business School. Ken has participated in a number of industry associations including the SIFMA Market Data Committee and the FIF Executive Committee.

Richard Carleton

Chief Executive Officer, CNSX Markets Inc.

Richard Carleton was appointed CEO of the Canadian Securities Exchange in July 2011. During his tenure, Richard and the CSE team led a re-capitalization of the exchange in 2012-2013 and established relationships with key influencers in the Canadian securities industry and beyond. These efforts positioned the exchange to take a leading role in the provision of public capital to entrepreneurial companies; from 2014 on, the CSE set a series of records for new listings, capital raised by issuers and trading turnover. An early advocate for the cannabis industry, the CSE is now the global exchange leader in the listing of issuers in the space. Recognized by the Financial Post Magazine as one of Canada’s “25 Cannabis Industry Power Players”, and a recipient of the American Trade Association’s “Captain of Industry” Award in November 2018, Richard is a frequent speaker on early stage company finance issues around the world. A member of the Law Society of Upper Canada since 1987, Richard is a graduate of the University of Ottawa (B.A. ’81) and the University of Toronto (LL.B. ’85). He has also completed the executive development programme at the Wharton School, University of Pennsylvania.

Brennan Carley

Global Head - Enterprise, Refinitiv

Brennan Carley is Global Head - Enterprise. Brennan oversees the strategy and financial success of the firm’s quantitative trading and historical market and economic data solutions including machine readable news, trading analytics, visualization and analysis tools. As head of Enterprise Platform, Brennan leads the Thomson Reuters core data platform business that allows financial professionals to control information flow by connecting all of the different applications needed for trading, investment, risk management and compliance. Brennan joined Thomson Reuters from Proton Advisors, bringing almost 30 years of experience in trading technology and trading communications. As founder and Managing Principle of Proton Advisors, Brennan provided advisory services to private equity funds, venture investors, and their portfolio companies in trading technology and telecommunications. As a consultant through Proton Advisors, Brennan served as SVP of Product Marketing at Spread Networks, a provider of ultra low latency connectivity to the financial markets. Brennan was previously COO of NYFIX (now NYSE Technologies), was CTO and founder of financial extranet BT Radianz and head of technology for Instinet. He has been a director on the boards of companies including Marketcetera and Yipes, and is an adjunct Professor of Business and Technology Management at New York University. Brennan earned a Bachelor of Arts degree in Economics from New York University and has done graduate studies at Columbia University, Harvard Business School and Massachusetts Institute of Technology.

Kevin Carrai

Global Head of Market Data and Access Services, Cboe Global Markets

Kevin Carrai is Vice President and Global Head of Market Data and Access Services for Cboe, one of the world’s largest exchange holding companies, offering trading across a diverse range of products in multiple asset classes and geographies. At Cboe, Mr. Carrai oversees the company’s market data and access services business including product development, strategy, pricing and data policy. He was previously with Bats, and Direct Edge, where he was responsible for building their market data and connectivity businesses. Before joining Direct Edge, Kevin led Access Services at Nasdaq and was responsible for its equity and options connectivity business, including the establishment of Nasdaq’s co-location business.

John Chappell

Global Head of Market Data, Goldman Sachs

Working in various market data roles within Goldman Sachs since 1997. Now overall global head of market data. Has taken a leading role in the industry's debate on Digital Rights Management

Dan Connell

Managing Director, Greenwich Associates

Daniel Connell oversees the Market Structure and Technology practice at Greenwich Associates. Immediately prior to Greenwich Associates he was the CEO at Correlix, Inc., a leading provider of real-time performance optimization technology. Formerly, Dan worked as an executive-in-residence at Spire Capital where he oversaw strategic investments in the financial technology and business services sectors. He has served as the COO of Xinhua Finance Ltd as well as the President of Real Time Services for Interactive Data Corp. He was also the Executive Managing Director at Standard & Poor’s where he managed the Investment Services Division of the company. Dan earned his BBA in Finance from the University of Massachusetts, Amherst, and completed Executive Business Management Training at the Darden Graduate School of Business. He also attended the Global Leadership program at the Tuck School of Business at Dartmouth, University of Oxford and Shanghai Jiao Tong University.

Peenaki Dam

Head of Product Strategy & Innovation, ICE Data Services

Peenaki Dam runs product innovation for ICE Data Services’ connectivity & feeds business, which is part of Intercontinental Exchange (NYSE: ICE). He also leads cloud strategy, and is responsible for the launch of several market data products and platform solutions in the public cloud. In prior roles, Peenaki managed product development for the connectivity business at ICE Data Services, and oversaw the delivery of low-latency co-location infrastructure for front office clients of Interactive Data Corporation (acquired by ICE in 2015). Within the market data space, Peenaki has also held both product development and strategy roles for Interactive Data’s real-time feeds and Thomson Reuters’ Elektron business. He has an MBA from Duke University.

Tristan Dehaan, FIA

Vendor Manager, Aegon Asset Management

Tristan Dehaan is the Global Lead Vendor Manager for market data at Aegon Asset Management which is part of the global insurance firm Aegon. Based in The Netherlands, but London born, Tristan is responsible for major tier 1 & 2 vendor relationships with primary roles as internal consultant to the business, external relationship manager to the vendors and as the lead Data Compliance Officer overseeing audits and data compliance programs. Prior to joining Aegon, Tristan spent 17 years at another Dutch based Asset Manager, namely Robeco, in a similar role and in total has spent more than 25 years in the Banking And Asset Management industry. From a market perspective and to bring knowledge and creativity inside Aegon A.M., Tristan takes active involvement with various industry groups including FISD and market data peer groups such as DIPUG (the Dutch based consumer group similar to London based IPUG and Paris based Cossiom). Tristan’s legacy dream would be to establish contract standards and plain language to bring harmony to the complex world of data audits.

Jean Donnelly

Executive Director, FinTech Sandbox

Jean Donnelly is the FinTech Sandbox Executive Director who comes from Fidelity Investments, GE Capital, and EnerNOC. With a background in insurance operations and process excellence in both financial services and clean tech, she has worked in both small startups as well as established industry makers. Jean likes to get things done whether it be completing business initiatives, reducing turnaround times, or bringing new businesses on board. She looks forward to assisting FinTech Sandbox build a vibrant community.

Stephane Dubois

Founder and CEO, Xignite

Named twice to the Institutional Investor's Tech 50 list of financial visionaries and innovators, Stephane Dubois is a recognized financial data industry executive who founded Xignite to Make Market Data Easy. Stephane Dubois is a well-known fintech thought leader and is frequently quoted in publications, including Forbes, MarketsMedia, WallStreet & Technology, Financial News, Bob's Guide, Inside Reference Data, and Venture Capital Journal. He has spoken at numerous fintech events around the world, including Finovate, FinDEVr, Bank Innovation, Next Money, World Exchange Conf., World Finance Information Conf. and The Money Conference. Prior to founding Xignite, Stephane was Vice President of Product Management at Advent Software, the leading provider of software solutions for the investment management industry. Prior to Advent, Stephane held senior product and marketing management positions at Walker Interactive Systems and Oracle Corporation. Stephane holds an MS in Management from M.I.T. Sloan School of Management and MS and BS degrees in international management from the MBA Institute in Paris.

Scott Fitzpatrick

CEO, Tradition SEF

Matthew Fuchs

EVP, OTC Markets

Matthew Fuchs is an Executive Vice President leading the product development, distribution and sales of market data at OTC Markets Group. He is responsible for overseeing the launch of new products and enhancements to existing market data tools that help financial institutions more efficiently trade and analyze OTCQX, OTCQB, Pink and Grey Market securities. Continual enhancements and improvements to our products led to OTC Markets Compliance Data File being recognized for Best-Real Time Market Data Initiative at the 2016 Inside Market Data/Inside Reference Data Awards. Matt often comments and speaks on issues regarding market data and compliance for the over-the-counter equity markets, and frequently publishes on the OTC Markets Blog. Prior to joining OTC Markets Group, he served in a number of financial technology roles at the National Research Exchange, Bearing Point and Arthur Andersen. Matt received a BA from Columbia University.

Dr. Hartmut Graf

Executive Director, Head of Data Services, Deutsche Boerse Group

Hartmut Graf is Head of Data Services at Deutsche Börse Group. The department is responsible for the market data business including the real-time dissemination and analytics business. Before becoming Head of Data Services, Hartmut ran the index business at Deutsche Börse Group from 2004 to 2016. As CEO of STOXX, he transformed the company into a leading provider of global index solutions. Previously, he worked for the consulting firm Roland Berger and Commerzbank. Hartmut holds a Ph.D. in theoretical physics and an Executive MBA from Stanford.

Elliott Hann

Executive Director, UBS Data Solutions, UBS Investment Bank

Elliott joined UBS in July 2018 as Executive Director, UBS Data Solutions. UBS Data Solutions is part of the Investment Bank and focuses on delivering digital content to our clients. Elliott's role encompasses both the curation and distribution of Data. Elliott joined UBS from BGC Partners where he was Global Head of Sales for Fenics Market Data, the exclusive distributor for the BGC group market data brands such as BGC, GFI, Amerex and RP Martin. Prior to this role Elliott was Commercial Director of Fenics Software Limited where he managed the commercial business and team for the Fenics Software and GFI Market Data businesses. Prior to his eleven year tenure at Fenics, Elliott held a number of commercial and product focused positions at Reuters, latterly the position of Head of Fixed Income, Asia Pacific based in Singapore. Elliott holds a BA (Hons) in International Business and is based in London.

Dave Hill

Director, Global Commercial Management Global Solutions, Insights & Analytics Strategies, Toronto Stock Exchange

Dave Hill has been in the Financial service and Market Data industry for almost 34 years. Dave spent over 25 years at Reuters and later Thomson Reuters in the Sales Management area, covering Canadian and United States clients. In 2012, Dave spent two years providing consulting services to Banks who were interested in doing pre Audit preparations. It was during this period, that Dave developed the idea of replacing Audits with “True Ups”. In 2014, Dave joined the TMX (Toronto Stock Exchange, Montreal Exchange, Venture and Alpha markets) to manage the Business Operations and Audit groups. Today, Dave is responsible for TMX Datalinx Commercial strategy and the Zero Admin program, which he hopes will revolutionize the way business is done between Exchanges, Clients and Vendors and bring efficiency and cost saving to the entire industry.

Alvin Huang

Capital Markets Specialist, Amazon Web Services

Alvin is a Capital Markets Specialist for Worldwide Financial Services Business Development at Amazon Web Services with a focus on artificial intelligence and machine learning. He has over 19 years of experience in the financial services industry, and prior to joining AWS, he was an Executive Director at J.P. Morgan Chase & Co. where he managed the North America and Latin America transaction surveillance teams and led the development of global trade surveillance. In his spare time, Alvin teaches a Quantitative Risk Management course at Rutgers University and serves on the Rutgers Mathematical Finance Master’s program (“MSMF”) Advisory Board.

Emmett Kilduff

Founder and CEO, Eagle Alpha

Paul Klug

Global Head of Entitlement Standards and Rights Management, Refinitiv

Paul Klug has over 35 years of experience in the asset management, wealth management, and technology sectors. Working with Morgan Stanley, Goldman Sachs, JP Morgan, and Deutsche Bank, Paul has been a general manager of financial services businesses in Hong Kong, Japan, Singapore, India, Australia and other Asian locations, as well as the United States. Paul graduated from Cornell University in 1973 with a BS in Operations Research and began his career as an IT consultant with Arthur Andersen (now Accenture). After receiving an MBA from The Wharton School, Paul was involved with financial services product development before moving to broader business management responsibilities. At Thomson Reuters, Paul was Global Managing Director of Content Operations for five years. Recently, he has taken on the responsibility of re-engineering Thomson Reuters’ rights management and entitlement processes. Paul is based in New York. Paul is married with four children and resides in New Hope, PA.

Mary Langevin

Executive Director, Head of Market Data Commercial - Americas, Nomura

Mary is responsible for content acquisition, data governance, and vendor management for the Americas. In addition, she is a member of the global senior market data leadership team. Her market data industry experience includes roles with Lehman Brothers, Barclays Capital, Credit Suisse, and NYMEX. She has held positions in banking, insurance, academia, and Peace Corps. Mary has a BA from the University of Vermont and joint MBA/MA degree from NYU.

Gerald Le Donne

Executive Director, UBS

Gerald Le Donne is an Executive Director and founding Distinguished Engineer at UBS responsible for Wealth Management Americas product delivery He delivers products and services across advisory and field applications in WMA. Gerald Le Donne was the CTO of the Investment Bank at Credit Suisse. He held numerous positions at Credit Suisse ranging from Development, QA, Support and Market Data Business Head. His experienced varied across Equity Low Latency Trading, Fixed Income Trading, One Bank Integration, Group Finance, Wealth Management, Market Data and large transformational programs. Gerald Le Donne was the chief architect for Deutsche Bank’s Strategic Development team. He was a key contributor to implementing a 5 point strategy to change the culture in the Corporate and Investment banking technology organization which encompassed over 15,000 employees. Gerald focused on creating and implementing an internet strategy for Bankers Trust Alex Brown. Where he managed a development organization that delivered the next generation internet banking products for the Investment Bank. Mr. LeDonne was one of the founders of a California based internet business venture funded by AT&T. He managed development of internet networking products targeted at large telecommunication companies. Previously he was a member of AT&T’s strategic development team defining AT&T’s online and internet strategy. Gerald was an engineer at Bell Laboratories where he developed numerous communication and networking products. Gerald also developed early Pen based computing products as part of a joint venture between Microsoft and AT&T.

Michael Marrale

CEO, MScience

Sarah McKenna

CEO, Sequentum

Sarah brings 20 years leadership experience across a range of technologies and industries, where she focuses on transforming technology and teams to deliver consistently high quality, trustworthy and ambitious results with a lean budget. At Sequentum, Sarah is CEO, responsible for sales, operations and product strategy.

Oscar Onyema

Chief Executive Officer, Nigerian Stock Exchange

Mr. Oscar N. Onyema is Chief Executive Officer and Council Member at the Nigerian Stock Exchange. Mr. Onyema served as Chief Administrative Officer and Senior Vice President of American Stock Exchange LLC. Mr. Onyema served as a primary liaison among various Amex operating divisions, the trading floor community, and external constituents. In addition, he was responsible for strategy and competitive analysis, Membership and Registration Department and Market Data Services Department. Mr. Onyema served as instrumental in Amex's preparation for Regulation NMS. Mr. Onyema joined the Amex in January 2001, and has served in various positions, most recently as Vice President and Chief Administrative Officer. Before joining the Amex, Mr. Onyema worked at the New York Mercantile Exchange (NYMEX) as Senior Analyst for Business Planning and Development. He serves as the Chairman of the Board at Central Securities Clearing Systems Limited. He also worked at DPMS (IBM Business Partner) as a Marketing Executive marketing IBM mid-range systems. He serves on several industry committees including CTA Operating Committee, NASDAQ UTP Plan Operating Committee, and SIFMA / FIF Regulation NMS working group. He served as an adjunct lecturer at the Economics Department of Pace University for five years, and is a frequent public speaker on market structure and market data issues. Mr. Onyema received an MBA in Finance and Investments from Baruch College in New York City and B.Sc Computer Engineering degree from Obafemi Awolowo University, Ile Ife, Nigeria.

Claire Pannell

Head of Data Vendor Management, Legal & General Investment Management

Michael Patton

Vice President, Data Management Solutions, S&P Global Market Intelligence

Michael Patton is a Vice President within Data Management Solutions global product management team at S&P Global Market Intelligence. He oversees a variety of quantitative and qualitative datasets offered through enterprise platforms. He is responsible for the overall maintenance of each of these product offerings, as well as a continued focus to uncover new growth opportunities in the marketplace. He is also actively involved in many of the company’s strategic partnerships. Prior to joining S&P Global Market Intelligence in early 2008, Mr. Patton was a Sales Executive at the Bank of New York, where he sold independent research to institutional clients across the Northeast and Southwest regions. Mr. Patton began his financial career at Thomson Financial. During his stay, he held various sales roles including managing large institutional accounts throughout North America. Mr. Patton holds a B.A. from the University of Michigan.

Trisha Perona

Director, Market Data Services, Fidelity Investments

Trisha Perona is a Director of Market Data Services at Fidelity Investments. She works with the Asset Management Equity, High Income, Fixed Income, Institutional, and Asset Allocation investment divisions and the sales/marketing and operations teams to provide strategic direction and day-to-day management oversight of all market data services. With almost 20 years’ experience in the market data industry, in Asset Management and the Hedge Fund business, Trisha has spear-headed strategic spend management initiatives, large roll-outs of vendor products and product evaluations. Trisha is also an active member of the Global Buy-Side Market Data Consortium.

Frank Piasecki

President, Activ Financial

Frank W. Piasecki is the president and co-founder of ACTIV Financial, a global provider of real-time, multi asset financial market data, managed enterprise services and Cloud Publishing solutions. Before ACTIV, Frank spent 11 years at A-T Financial where he spearheaded the institutional sales programs and global customer service group. Frank drove a customer-centric, product definition process, positioning A-T as a pioneer in real-time market pricing, data feed and display technology. His previous financial services work includes the formation of SRG, Inc., a VRDO securities content management research firm. He currently serves as a board member of Clearwater Management Company, a privately held asset management company. Frank has over 22 years of senior management experience in the market data industry and has spoken on various panels globally to address the role of technology and content within the changing real-time data space.

Scott Preiss

Managing Director, Global Head of CUSIP Global Services, CUSIP Global Services

Scott J. Preiss is Managing Director, Global Head of CUSIP Global Services (CGS)/S&P Capital IQ, which administers the CUSIP numbering system and the CUSIP International Numbering System (CINS) for the United States, Canada, and various global territories under contract to the American Bankers Association. Under Scott’s direction, CGS is responsible for the development and operation of the ANNA Service Bureau, launched as a central hub for the consolidation and distribution of ISIN data from >120 global markets, and jointly operated with Six Financial Information, Zurich. CGS/S&P Capital IQ also provides a variety of cross-referencing, obligor and entity-identification solutions to market participants for risk management and compliance needs. Previously, during Scott’s tenure as director of CUSIP Operations, a major revitalization and upgrade of CUSIP’s infrastructure was implemented that facilitates the numerous securities issuance procedures in a real-time environment. He has been actively involved in the industry’s effort to standardize legal entities, securities descriptive data and product classifications, and has chaired the ANSI-accredited standards group X9D in that regard. Scott regularly lectures on standardization, reference data and risk management, both in the U.S. and globally. Scott is a member of the Enterprise Data Management Council (EDM), the Executive Committee of the SIIA/FISD, SIFMA, Various ISO Working Groups (including ISO TC68 SG1 that examined LEI), and is the Chairman of the ASB Advisory Board. He is a member of the New York, and New Jersey Bar Associations and has a B.B.A. in Business/Finance from Pace University, New York and a J.D. from New York Law School.

Elizabeth Pritchard

Founder , White Rock Data Solutions LLC

Elizabeth is Founder of White Rock Data Solutions LLC a consulting firm providing innovative solutions for managing and commercializing data. In 1996, Elizabeth joined Goldman Sachs and held leadership roles across Sales and Trading, Compliance, Middle Office and Treasury for nearly two decades, delivering impact through people, process, data and technology. Elizabeth developed the strategy for and built the first Supervisory Control Function on Wall Street. As Managing Director of the Global Market Data Services team, Elizabeth adopted new data sources and applied data science to vendor content and usage to drive expense efficiencies and developed the firm’s strategy for a centralized data cloud for external content. Elizabeth collaborated with data vendors and principal investing in strategic deals. In 2015, Elizabeth joined AIG as Chief Operating Officer, Science. She was responsible for ensuring improved business outcomes in customer experience, underwriting, and claims. In 2017, Elizabeth became a founding executive at Crux Informatics, a startup reinventing data delivery in finance. While there, Elizabeth was responsible for Marketing, Sales, and Supplier Partnerships. Elizabeth holds a Bachelor of Science in Industrial Engineering from Northwestern University, Master of Science in Industrial Engineering and MBA from Columbia University.

Eliza Raphael

Director of Market Data, Sc

Eliza Raphael is currently a Director of Data Strategy and Sourcing at Schonfeld. Prior to joining Schonfeld earlier this year, Eliza was at Nasdaq for over a decade. Her various roles there spanned market data sales, product management and business development. Her most recent role was Head of Alternative Data Partnerships for the Nasdaq Analytics Hub which acquired Quandl in late 2018. Eliza began her career at Bloomberg where she held both product and sales roles. Eliza’s extensive career spanning market data vendors, exchanges and now the buy-side provides her a unique perspective into the market data landscape. Her more recent experiences with alternative data, acquiring data sets for Nasdaq and Quandl as well as end-user consumers at Schonfeld, gives her insight into the many sides of the alternative data space.

Barry Raskin, FIA

Managing Director, Jordan & Jordan

Barry Raskin (FIA) joined Jordan & Jordan (J&J) in January 2016 as Managing Director of Management Consulting. After a 28 year career as the Managing Director of the Americas for SIX Financial Information and a similar role at GBST, a financial software firm, Barry joined Jordan & Jordan. J&J is the premier financial technology company providing regulatory, market data and trading solutions across the securities industry. Barry’s extensive industry experience and network across all disciplines, enables him to provide J&J’s clients with a wide range of consultative services based on clients’ requirements. Barry received the FISD Lifetime Achievement award in 2017 for his achievements in the market data industry and was also inducted into the Inside Market Data Hall of Fame in 2013. He has been a frequent industry panelist and speaker and holds a Bachelor of Science from Cornell University and an MBA in Finance from the University of Buffalo.

Jonathan Reeve

Global Head of Connectivity, Feeds & Desktops, ICE Data Services

Jonathan Reeve is responsible for strategic oversight and day-to-day management of the ICE Global Network, the ICE Consolidated Feed and Desktop businesses. Reeve joined ICE Data Services in 2016 after 11 years at S&P Global, where he held a number of executive roles, most recently as Chief Data Officer. Before joining S&P Global, Reeve was at Refinitiv where he ran data operations.

Deanna Rowe

Financial Services Customer Engineer, Google

Deanna Rowe is the engineering lead for Google Cloud’s Financial Services division in the central region, working with trading firms, retail banks, insurance companies, and exchanges. She leads teams that enable businesses to migrate to the cloud and/or build net new solutions in the cloud to accelerate business outcomes (like backtesting, market data distribution, etc). Prior to Google, Deanna was a part of IBM’s Cloud organization focused on helping customers adopt PaaS technology. She is passionate about improving the ratio of women in STEM careers, through frequently working with programs that teach girls about technology and by mentoring women early in their career

Garrick Stavrovich

Product Management GIS, Nasdaq

Garrick Stavrovich has over 20 years of experience in market data. He started with the CBOT in Chicago performing market data vendor audits. In 1999, he moved Bridge, then Reuters and then Thomson Reuters, he advanced through various roles in content, order to cash, product data management, and M&A. Garrick joined Nasdaq in 2016 and currently serves as the Head of Non Exchange Data Products - Americas for Nasdaq Global Information Services (GIS). The responsibilities for him and his team include new product strategy, product development, implementation and management related products. In his tenure with the FISD, Garrick has led and collaborated on many items and agenda topics, participated in panel discussions, co-chaired various working groups, and served as a member of the Vendor and Exchange Constituency group

Lauren Stevens

Vice President, Senior Strategist Content & Technology Solutions, FactSet

Lauren Stevens is Vice President, Senior Strategist, for FactSet’s Content and Technology Solutions. Specifically, she is responsible for analyzing market research and determining the direction of the FactSet content, cloud and technology strategy. Since joining FactSet in 2006, she worked as a Consultant until 2008, and then as an Economic Specialist until 2013, when she assumed her current role. She received her B.S. in Policy Analysis from Cornell University.

Ross Stuart

Senior Director Global Data Licensing Services, CME Group

Ross Stuart has led the CME Group’s market data policy and compliance function since 2017, having joined from the London Stock Exchange Group in 2014 to direct the exchange’s market data teams in London and Hong Kong. Ross oversees the development of market data policies and programs globally, as well as the CME’s market data compliance and assurance team. With over 20 years’ experience in the market data industry, Ross has worked in business development roles for Standard & Poor’s and Informa Global Markets before joining the LSE Group in 2005. Over a period of 9 years with the LSE Group, Ross held sales management positions for a variety of data products, before leading the LSE’s real time data business development and market data policy functions.

Douglas B. Taylor

Founder & Managing Director, Burton-Taylor International Consulting

Douglas B Taylor is Founder & Managing Partner of Burton-Taylor International Consulting LLC, a business consulting organization created in 2006 and acquired by TP ICAP in 2016. Burton-Taylor has become the market data industry reference. Burton-Taylor clients command an estimated 80% share of global revenue in the market data space. Mr. Taylor entered the financial information industry at Reuters in 1987, where he spent 15 years in North America, South America and Europe, the last 5 of which heading Reuters news marketing and product management globally. After leaving Reuters, and before founding Burton-Taylor, Mr. Taylor headed the marketing and product development divisions, as well as the Investment Management, Investment Banking & Research, Institutional Equities and Wealth Management business units for Thomson Financial in Asia. He has also served as Chief Operating Officer (COO) at EMIS, a Euromoney Institutional Investor company, as Chief Marketing Officer at software developer Insurance Technologies and as Manager, Partner Engagement at software giant Microsoft Corporation. Mr. Taylor has been quoted as a financial information industry expert by The Wall Street Journal, The New York Times, The London Times, Dow Jones Newswires, Forbes and in the biography "Mike Bloomberg; Money, Power, Politics", by Joyce Purnick.

Sallianne Taylor

Global Manager, Market Structure and Strategic Alliances, Bloomberg L.P.

Sallianne Taylor is the Global Head of Bloomberg’s Market Structure & Strategic Alliances team. The Market Structure Strategy team focuses on positioning Bloomberg in the optimal space as regulation and politics drive the development of the financial markets. Key to the successes of the group are the relationships forged with the prominent market players in this space – namely the exchanges, the clearing houses and the regulators, together with an in-depth understanding of the needs of Bloomberg’s clients, today and more importantly in the future. Sallianne joined Bloomberg in 1989 and has held positions within Sales, Trading Solutions and Product Development. Prior to heading the Market Structure Strategy team, Sallianne was Global Manager of Exchange Business Management where she oversaw Bloomberg’s relationships with the exchanges and trading venues. Sallianne holds a Bachelor of Arts degree in French and Italian from Royal Holloway and Bedford New College (University of London) . She represents Bloomberg on the executive committee of the FISD (Financial Information Services Division of the Software & Information Industry Association), is Co-Chair of the FISD Vendor Constituency Group and is a member of the Sustainable Stock Exchange Initiative Corporate Working Group. She also holds a seat on the ESMA (European Securities & Markets Authority) Market Data Working Group.

Dr. Darryl Twiggs

Chief Technology Officer, SmartStream Technologies

Darryl is the Chief Technology Officer at SmartStream. He was previously SVP Strategic Initiatives, and as such was responsible for the innovation and business direction of new strategic solutions from inception to delivery, including the integration of Artificial Intelligence/Machine Learning services, advanced analytics and Distributed Ledger Technology network services. Darryl joined SmartStream in 1999, as product manager for reconciliations and delivered the first version of TLM Reconciliations in 2001. By 2002 Darryl was instrumental in setting up and managing the global customer base of SmartStream’s corporate actions business, running the operation from the development centre in Phoenix, Arizona. Ensuring that SmartStream keeps at the forefront of solution delivery, Darryl launched SmartStream’s hosted service, TLM OnDemand in 2010. More recently, Darryl was head of product management for the TLM solutions suite, delivering operations solutions for reconciliations, cash and liquidity, intraday liquidity, payment flow control, corporate actions and collateral management. Prior to joining SmartStream, Darryl worked at De La Rue, where he set up and ran the cash and treasury management systems team. Darryl holds a Ph.D. in Magneto-Optics and a Degree in Applied Physics.

Trip Wadleigh, FIA

Head of Relationship Management, Americas, TRG Screen

Trip offers over 25 years of experience in the financial services industry, providing leadership and subject matter expertise across vendor and expense management, process improvement and specifically the negotiation and administration of market data services across enterprises. He has supported the investment process from both front and back office perspectives and has experienced the consumer and vendor sides of the industry. At TRG Screen, Trip leverages his leadership, technical and industry experience to ensure client success by effectively and proactively maintaining relations with TRG Screen clients and the industries they supports. Prior to joining TRG Screen, Trip managed the Market Data Services team at State Street Bank & Trust, providing the full commercial spectrum of market data management including strategic negotiations, vendor management, invoice and invoice reconciliation to business unit reporting. He has also managed large projects involving spend reductions, governance, and process improvements leading to significant savings. Prior to joining State Street, Trip directed the Market Data Administration function at Fidelity Investments, managed the Market Data Services team at Brown Brothers Harriman, and was Director of Data Acquisitions at Interactive Data Corporation. Trip is actively involved with the Financial Information Services Division of the Software and Information Industry Association, currently serving as an Officer on the Executive Committee and has led and participated in several key industry initiatives. He is a past member of the TRG Screen Executive Advisory Board, currently serves on the Becket-Chimney Corners YMCA Alumni Council, and spent over 15 years on the board of Martha’s Vineyard United Youth Soccer. He holds a B.A. from The College of Wooster in Ohio.

Francis Wenzel

CEO, TickSmith

Francis Wenzel is a seasoned financial data & technology executive and entrepreneur who is applying his 32 years of experience to TickSmith, a company that specializes in financial Big Data applications that do away with capacity issues. Described as a "financial data lake platform for Capital Markets", TickSmith's flagship platform, TickVault is disrupting financial data management practices by providing untold new opportunities to exploit financial data. TickSmith's platform provides specific solutions to participants in the brokerage and trading ecosystem, from exchanges to financial institutions, vendors and regulators.

Dr. Matt Woodhams Ph.D.

Senior Managing Director, Fenics MD

Dr. Matt Woodhams joined GFI in 2000 and until recently oversaw product development, marketing and support of GFI’s trading platforms, their compliance with current regulatory requirements and commercial positioning for regulatory changes. Previously, he held various roles within the company including oversight of the FENICS business while based in New York. Currently, Dr. Woodhams manages businesses within BGC Group’s Fintech division with particularly focus on market data and analytics platforms. Before joining GFI, he headed quantitative analysis at Garban/Harlow Butler, now known as ICAP. Dr. Woodhams holds a BSc in management science and a PhD in mathematics from Swansea University.

Sponsor WFIC

For more information, please contact Tracey Shumpert at +1 917.690.0172.

Sponsorship Packages (pdf)


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ACTIV Financial

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TickSmith


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