Full Agenda

8.20 Registration and breakfast

8.50 Welcome remarks: Max Bowie, Editor, INSIDE MARKET DATA

9.00 **KEYNOTE PRESENTATION**
Thomas Bayer, Chief Information Officer, US SECURITIES AND EXCHANGE COMMISSION 

Inside Market Data

Inside Reference Data

9.35 Opening remarks: Vicki Chan, US Reporter, INSIDE MARKET DATA

Chairperson's opening remarks: Ron Troy, Independent Market Data Consultant

9.35 Opening remarks: Michael Shashoua, Editor, INSIDE REFERENCE DATA

Chairperson's opening remarks: David Goldberg, Senior Vice President, Head of Commercial Operations, SOVEREIGN BANK / BANCO SANTANDER

9.40 End user panel: Cost reduction and vendor management: Delivering value from market data  

• Innovative solutions for reducing costs whilst still maintaining the level of service for your business users
• What best practices have emerged? What worked and what didn't work?
• How do you get vendors to truly understand the reality of your situation?
• Are licenses too rigid and unrealistic? How can content providers take away some of the risk?
• Developing closer relationship between end-users and vendor

Moderator: Ron Troy, Independent Market Data Consultant
Steve Hansen, Vice President, Market Data, SOCIETE GENERALE USA
Steve Listhaus, Head of Market Data Services, WELLS FARGO
Mark W Januszka, Vice President, Regional Head of Market Data, Americas, HSBC SECURITIES USA
Kevin Hopkins, Vice President, Market Data, BARCLAYS

9.40 End user panel: Preparing your business to meet the new regulatory requirements: Are you ready for the challenge ahead?

• Role of reference data management in the new regulatory environment
• Are systems really adequate and ready to meet regulatory requirements?
• What approaches are financial institutions taking in the way they source and store reference data? Is this an opportunity to future proof or just bolt on?
• Quantifying the burden of compliance and regulation
• What more can firms do to get ready?

Ludwig A. D'Angelo, Executive Director, JP MORGAN
Thomas Dunlap, Managing Director, Head of Reference Data Strategy-Operations, GOLDMAN SACHS
Kay Vicino, Senior Vice President, Operations and Technology, NORTHERN TRUST
Julia Sutton, Director, Customer Data, DEUTSCHE BANK

10.30 Morning Break

11.00 Case Study: Wells Fargo's 5-pillar approach to compliance best practice

Steve Listhaus, Head of Market Data Services, WELLS FARGO

11.00 Case Study: Identifying optimization opportunities: RAPID approaches with an enterprise reach

Kay Vicino, Senior Vice President, Operations and Technology, NORTHERN TRUST

1.20 Panel:  Analyzing and correlating market data from newsfeeds and social media for effective trading and risk management

• How has the rise of high-frequency and algorithmic trading changed the way news is processed and consumed?
• How are firms incorporating news feeds into trading strategies?
• Sentimental analysis of social media: Challenges of exploiting data from social media. Can you trade on this or just use for monitoring and risk management?
• What new developments will we see taking off beyond macroeconomic releases and corporate earnings?

Moderator: Steve Ellenberg, Co-Chair, IPUG INDEX LICENSING SIG
Judah P. Seidman, Supply Management Market Data Lead, CREDIT SUISSE SECURITIES
Deborah Weir, Managing Director, ASHTON STEWART
Alexander Abramov, Director, Corporate Relations Committee Chair, ISACA
Ron Papka, Global Head of Client Analytics and Market Data Distribution, CITIGROUP GLOBAL MARKETS TECHNOLOGY
Mark Fischer, Vice President, Product Management, CQG
Rich Brown, Global Head, Quantitative and Event Driven Solutions, THOMSON REUTERS

11.20 Panel: Implementing strategy and solving regulatory challenges to gain benefits from Enterprise Data Management

• Understanding how the different regulatory drivers are impacting and re-writing the rules for EDM
• What are the priorities for financial institutions in response to the regulation?
• Business drivers: Logical steps to improve processing performance and efficiency
• What can vendors do to help clients meet both regulatory and business requirements?

Michael Atkin, Managing Director, EDM COUNCIL
Jeff Engelhardt, Globla Data Architect, PIONEER INVESTMENTS
David Saul, Vice President and Chief Scientist, STATE STREET CORPORATION
Steve Engdahl, Senior Vice President, Product Strategy, GOLDENSOURCE
Philippe Chambadal, Chief Executive Officer, SMARTSTREAM

12.10 Panel: The desktop revolution: The new era of data displays

• The importance of desktops for data display and analytics in an algorithmic age
• How are providers of desktop terminals evolving their products to remain valuable?
• Evaluating the latest tools and technologies for correlating and deriving the most value from data
• Are mobile devices becoming the new generation of client interfaces for financial professionals?

Moderator: Paul Rowady, Senior Analyst, TABB GROUP
John Netto, President, M3 CAPITAL
George Blancke, Manager Global Market Data and Business Information Services, AIG
Maher Almanakly, Front Office Technology, MOORE CAPITAL MANAGEMENT

12.10 Panel: Managing risk: Role of data management in mitigating and improving risk

• How have risk challenges changed over the past year?
• How is regulatory pressure affecting the focus on data and risk management?
• What is the biggest data challenge when it comes to risk management?
• How can data management activities help improve efficiency of risk management systems?
• How close should the link be between the data management group and the risk management group?

David Goldberg, Senior Vice President, Head of Commercial Operations, SOVEREIGN BANK / BANCO SANTANDER
Raphael B. Nzirubusa, Global Head Instrument Reference Data Operations, JP MORGAN
Kevin Carroll, Associate Director, Global Client Data Services, RBC CAPITAL MARKETS
Marc Odho, Managing Director, Data Management Consulting, FIRST DERIVATIVES
Diana Allmendinger, Director, Global Product, FITCH SOLUTIONS
Cort Williams, Executive Vice President, Sales and Business Development, SIX FINANCIAL INFORMATION

13.00 Lunchand opportunity to network

14.00 Case Study: Market intelligence: Cutting through the hype

Judah P. Seidman, Supply Management Market Data Lead, CREDIT SUISSE SECURITIES

14.00 Case Study: FATCA regulation

Amy Harkins, Senior Vice President & Head of Global Asset Services, BANK OF NEW YORK MELLON

14.20 Panel:   Speed or smart: Where to spend and leverage to get best latency advantage? 

• As latency approaches zero, what latency related gains can firms pursue to achieve an advantage?
• How can firms adapt their infrastructures to address new challenges in latency such as multicast replication, customised bursting and even regulatory compliance?
• Strategies and technologies for monitoring, lowering and improving latency and infrastructure to eliminate bottlenecks
• Beyond equities: The challenges of low latency in an expanding range of asset classes

Moderator: Irene Aldridge, Managing Partner, ABLE ALPHA TRADING
Steven Birenbaum, Head of Market Data, BANK OF AMERICA MERRILL LYNCH
Juan Ortega, Vice President, Market Data Development & Engineering, GOLDMAN SACHS
Mark Casey, Chief Executive Officer, CFN SERVICES
Simon Linwood, Data Manager, MTS

14.20 Panel: How far to go beyond LEI?

• The impact of OTC reporting requirements on the counterparty data debate?
• Introduction and adoption of LEI to effectively manage counterparty risk: What needs to be done and over what time-frame? Are there downsides and consequences to watch out for? Is there an easy/hard/best way?  
  
• How can LEI help improve data quality?

Moderator: Norman Brower, Former Executive Director Reference Data, MORGAN STANLEY
Karla K. McKenna, Director, Market Practice and Standards, CITIBANK
Robin Doyle, Senior Vice President, JP MORGAN CHASE
Scott J. Preiss, Vice President - CUSIP Global Services, S&P CAPITAL IQ
Tony Brownlee, Managing Director, KINGLAND SYSTEMS
Paolo Mittiga, Managing Director, Global Markets, ASSET CONTROL

15.10 Panel: Architecting a data infrastructure that delivers

• The role of architects in the modern financial information edifice
• Applying the latest strategies and data virtualization techniques to existing assets for flexibility and best performance
• Capacity planning for rising market data traffic and the demands of Big Data
• Building "smart" systems monitoring into networks to diagnose and treat problems
• How is the financial industry using disruptive cloud and on-demand technologies for market data?

Moderator: Dr. Alex Wissner-Gross, Research Affiliate, MIT MEDIA LABORATORY
Sonny Baillargeon, Chief Technology Officer, PICO TRADING
Suraj Gupta, Chief Technology Officer, WINGED FOOT CAPITAL
Gerald le Donne, Global Head of Market Data, CREDIT SUISSE
Suresh Chandrasekaran, Senior Vice President, DENODO TECHNOLOGIES

15.10 Panel:  Evaluating prices: Validation techniques and best practices

• As a response to increased regulatory scrutiny, how are data policies and procedures being improved to mitigate valuation risk
• Price source selection criteria: Re-thinking sourcing processes to ensure you receive the best possible pricing information
• Inputs and assumptions: What are end-users doing to understand how vendors derive the prices?
• Overcoming challenges in pricing complex and illiquid instruments

Moderator: Paul Sharkey, Vice President, Pricing Manager, NORTHERN TRUST
Baldwin Smith, Managing Director, Fixed Income, CREDIT SUISSE
Christopher McGuigan, Head of Americas, TULLETT PREBON INFORMATION
Bruce Mason, Global Head of Product for Bloomberg Valuation Service (BVAL), BLOOMBERG

16.00 Afternoon break

16.30 **Champagne Break-out Roundtables**

16.30 **Champagne Break-out Roundtables** 

17.30 Chairperson's closing remarks

17.35 End

17.35 Cocktail Reception

19.15 Inside Market Data & Inside Reference Data Awards 2012

For speaking opportunities at our upcoming Financial Information Summits please email: matthew.george@incisivemedia.com