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FISD Technology Forum & General Meeting

June 20, 2019 @ 1:30 pm - 7:30 pm

1:30 A.M. - 2:00 P.M.

Registration & Networking

2:00 P.M. - 2:15 P.M.

Welcome from FISD and Morgan Stanley

2:15 P.M. - 3:15 P.M.

TECHNOLOGY FORUM: Analytics begat Data Science which begat AI/ML

We have been on a journey - extracting meaning and signals from data is not new. What has changed, and continues to change, is how we do that and what types of technology are best suited in 2019. Data Science is the umbrella headline, but most recently the focus has been on the promise of Artificial Intelligence (AI) and its closely-related friend Machine Learning (ML). One major enabler has been the growth and improvement in underlying hardware and in infrastructure services. AI is also not a new concept, but now it seems to be much more tangible. It is, however, difficult to understand and that can lead to hyperbole and over-inflated expectations. Our challenge is to manage our expectations and to see how best to grasp the opportunities that present themselves. A little learning can be a dangerous thing – but ignorance is not bliss. This panel will concentrate on explaining and positioning these new concepts – as they relate to market data.


Feargal O'Sullivan, Chief Executive Officer, USAM


Armando Gonzalez, President & CEO, RavenPack

Yimei Guo, MD, Global Head of Investment Research Technology, Morgan Stanley

Tony McManus, CIO Enterprise Data, Bloomberg L.P.

Joe Rothermich, CFA, Head of Labs, Americas, Refinitiv

Salvatore Sferrazza, Solution Architect, Google Cloud

3:15 P.M. - 3:30 P.M.

TECHNOLOGY FORUM: Migrating Management of Real-time and Delayed Market Data to the Public Cloud

Ryan Burdick, Senior VP Business Development , Xignite

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

Coffee Break

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

Member Introduction - Visible Alpha


Barbara Lee, VP Sales & Client Development, Visible Alpha

4:05 P.M. - 4:50 P.M.

Brexit: What is the Impact Here, There, and Everywhere?

Don't miss this discussion on what might occur if and when the UK withdraws from the European Union.  A UK withdrawal will obviously create impacts in the UK (Does London remain the premier financial center in Europe?) but also within the E.U., the U.S., and the rest of the world as well.  And there is little doubt that much of that impact will fall within the financial sector.  Changes in inflation, income levels, spending, trade and securities clearing are also expected to occur.  A clear understanding of Brexit and its potential impact is a must for those in the financial industry.


George Bollenbacher, Head of Fixed Income Research, TABB Group


Clive Crook, Head of Editorial Board, Bloomberg

Barry Raskin, FIA, Managing Director, Jordan & Jordan

Matthew Toole, Director, Deals Intelligence, Refinitiv

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

Member Introduction - Dow Jones


Vanessa Barnett, Head of Product Strategy, Dow Jones

4:55 P.M. - 5:00 P.M.

Member Introduction - Century Link


Tim Mund, Sr. Global Sales Director, Century Link

5:00 P.M. - 5:20 P.M.

Legal Update: New Guidance from the SEC on Market Data Fees

On May 21, the SEC released Staff guidance on Rule Filings Relating to Fees advising exchanges on how new or changed fees can be shown to meet statutory requirements that the fees be reasonable, equitably allocated, not unfairly discriminatory, and not an undue burden on competition.  We will review the core principles and certain examples provided in the guidance to help exchanges, vendors and consumers understand the regulatory landscape for market data fees going forward.


Burr Eckstut, Co-Chair of Fintech Initiative, Covington & Burling

T'Shae Sherman, Associate , Covington & Burling

5:20 P.M. - 5:30 P.M.

FISD Update


Tom Davin, FIA, Managing Director, FISD

5:30 P.M. - 7:30 P.M.

Networking Reception


June 20, 2019
1:30 pm - 7:30 pm
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