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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. - 2:45 P.M.

Opening Remarks - FISD Chair


Yousaf Hafeez, Director, Capital Markets Development & Chair, FISD Exec Committee, BT

2:45 P.M. - 2:55 P.M.

FISD Strategic Initiatives for 2019

  • Data Provider Evaluation Program
  • Alternative Data
  • Buy Side + Digital Rights Management


David Anderson, FIA, Program Director, FISD/Atradia

Nick Merritt, FIA, Program Director, FISD

Tracey Shumpert, FIA, Vice President of Membership and Programs, FISD

2:55 P.M. - 3:45 P.M.

Consumers' Outlook: Some 2018 retrospective - and lots of 2019 ideas

Let us both navel gaze and cast our eyes over the horizon – user firms discuss what was targeted and achieved in 2018 and evangelize the most important challenges and trends for 2019.  While the conversation will inevitably touch on cost saving and regulatory compliance, the focus will be on the ways that market data groups are adding and capturing value : How can those working in a market data role strive to be more innovative and entrepreneurial? How do people working in such roles impress, even dazzle, ‘The Business’ with their ideas? How can data owners, vendors and service & technology providers help them to do this? A rallying cry for our industry – onwards and most assuredly upwards!


Steven Roe, CEO, West Highland


Manon Amyot-Lake, FIA, Director | Head of Global Market Data Services , BMO Capital Markets

Don Callahan, Global Head of Market Data Infrastructure, HSBC

Steve Listhaus, Head of Market Data Services, Wells Fargo

Craig Zolan, Global Head of Market Data Services, Millennium Management

3:45 P.M. - 3:55 P.M.

Mapping the New Data World

Growing data intensity in business processes and new enabling technologies challenge traditional data management set-ups.  Users require unencumbered access and faster (and cheaper) change cycles to meet their requirements that have often outgrown existing data infrastructures.  In this session we'll discuss our views on the changing and future world of sourcing, integrating and exploring financial data.


Mark Hepsworth, CEO, Asset Control

3:55 P.M. - 4:00 P.M.

Member Introduction - ITRS Group


Gabriel Clandorf, Solution Architect, ITRS Group

4:00 P.M. - 4:30 P.M.


4:30 P.M. - 4:40 P.M.

Thought Leadership: Doing More with Less

A look at the transformation with firms doing more with less infrastructure.


Brian McCallion, Founder and Cloud Architect , Bronze Drum Consulting

4:40 P.M. - 4:50 P.M.

Member Introduction - Virtual Cove


Bob Levy, CEO, Virtual Cove

4:50 P.M. - 4:55 P.M.

Member Introduction - Devexperts


Antonio Goncalves, SVP Sales and Business Development, Devexperts

4:55 P.M. - 5:05 P.M.

Survey Says! Feedback on the Cloud

Results from a Refinitiv survey on the Cloud.


Brennan Carley, Managing Director, Platform Consulting, Refinitiv

5:05 P.M. - 5:55 P.M.

Technology Update! A Look at the Present and Future

Technology continues its path of change with rapid and stunning developments for our industry.  Anthony Malakian, co-host of Waters Wavelength Podcast, will lead this panel discussion addressing a number of  issues - including blockchain, the Cloud and Artificial Intelligence.  Our panelists will provide their insight on both the current state of technology and the future. 


Anthony Malakian, Editor at Large, WatersTechnology


Brennan Carley, Managing Director, Platform Consulting, Refinitiv

Mike Dunne, Chief Technology Officer, Activ Financial

Adam Honore, Executive Director, CME Group

Mike Triolo, Intelligent Cloud Lead - Financial Services, Microsoft

5:55 P.M. - 6:00 P.M.

FISD Update


Tom Davin, FIA, Managing Director, FISD

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