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FISD Issue Brief & Christmas Party 2018

November 29, 2018 @ 3:30 pm - 8:00 pm

3:30 P.M. - 4:00 P.M.

Registration & Networking

4:00 P.M. - 4:05 P.M.

FISD Welcome

Tom Davin, FIA, Managing Director, FISD

4:05 P.M. - 4:10 P.M.

Host Welcome - Refinitiv

Kimon Apostolidis, Head of Account Management UKI – Buy-side, Refinitiv

4:10 P.M. - 4:15 P.M.

FISD Strategic Initiatives 2019

  • Tom Davin - 'Data Provider evaluation program'
  • Tracey Shumpert - 'Alternative Data'
  • David Anderson - 'Buy Side' and 'Digital Rights Management'

David Anderson, FIA, Program Director, FISD/Atradia

Tom Davin, FIA, Managing Director, FISD

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

4:15 P.M. - 4:20 P.M.

Member update - Asset Control

Martijn Groot, Vice President of Product Strategy and Management, Asset Control

4:20 P.M. - 4:45 P.M.

Regulation - what's in store for 2019

MIFID II done? GDPR hovering somewhat ominously and FRTB way off. Can we all relax and put our feet up? Brexit cant be that much of a problem can it?  Bloomberg and Thomson Reuters between them might have some idea of what is going on. In this informal conversation Mark and John aim to enlighten us.

Mark Howarth, Market Structure & Strategy, Bloomberg LP

John Mason, Global Head Enterprise Middle and Back Office, Refinitiv

4:45 P.M. - 5:50 P.M.

Research - a very different world since unbundling

Choice presents itself post-MIFID II; but choice often equates to complexity. There is a new landscape for Research in Europe post-unbundling. The big bulge bracket firms (aka the "Waterfront Providers") ramp up and need to persuade their consumers to pay hard dollars. A new breed of boutique/specialist providers have emerged, alongside aggregators and solution providers. It all sounds vibrant and exciting but big administration headaches loom large. At this stage knowledge, understanding, and some form of cooperation look like the order of the day.

4:45 P.M. - 5:10 P.M.

Research - Fireside Chat

Conor Sheehan, Market Data Regional Manager, Capital Group Research Inc

Michelle Stone, Research Services Specialist - Europe, Capital Group

5:10 P.M. - 5:25 P.M.

Research - Independent Insight from Euro IRP

The European Association of Independent Research Providers https://euroirp.com/about/ has Member firms specializing in providing investment research to the fund management industry these are independent because they are free of the potential conflicts of interest present in the main engine of investment research namely the investment banking industry.

Glenn Bedwin, FIA, COO, Absolute Strategy Research

5:25 P.M. - 5:40 P.M.

Research - MIFID II: One Year on

From Asset Allocator to Investment Manager to Sell Side Bank, MIFID II has dramatically impacted the research landscape and the way these firms do business. One year on from MIFID II go-live how have these different market segments adapted to the new regulation? And what does it mean for the Research technology landscape?

Thomas Yasin, VP, Senior Sales Manager, Research Solutions, Factset

5:40 P.M. - 5:50 P.M.

Research - Changing patterns of research consumption under MiFID II

Jamie Coombs, Market Development Manager, Investing & Advisory, Refinitiv

5:50 P.M. - 5:55 P.M.

Euromoney TRADEDATA - member briefing

Mark Woolfenden, Managing Director, Euromoney TRADEDATA

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

Closing Remarks

Tom Davin, FIA, Managing Director, FISD

6:00 P.M. - 8:00 P.M.

Christmas Party

Not Canapes!

Roast Turkey and Roast Beef  ... with ALL the trimmings


November 29, 2018
3:30 pm - 8:00 pm
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