FISD Membership

Registration & Networking

Welcome and Introduction

Presenter:

Nick Merritt, FIA, Program Director, FISD

Advancements in Technology: A Double-Edged Sword

It’s quite obvious that the financial information industry has been radically impacted by advancements and changes in technology.  And the general consensus overall is that these technological changes have been beneficial – in a number of ways including lowering expenses, reducing mistakes and errors, generating faster procession times and more.

This session examines the full breadth of technological changes – with a closer look at the unintended and unexpected changes that create a number of problems for a broad swath of companies. Panelists will address the growing presence of ‘third-party vendors’ as well as the increasing use of complex advanced analytics, and opine on the increasingly difficult ‘risk/reward’ dilemmas that so many firms are now facing.

Moderator:

Paul Childerhose, Strategy Advisor, Prodago

Panelists:

Donna Bales, Co-Founder, Canadian RegTech Association

Adnan Hoque, Associate VP, Business Insights & Analytics, TD Bank

Nazia Shahrin, Sr. Dir. Business Transformation, RBC

Ian Xiao, Engagement Manager, Dessa

Member Introduction – Xiginite

Presenter:

Ryan Davis, Director Global Sales, Xignite

ETFs: The View from Multiple Perspectives

Most individuals in our industry have some comprehension of Exchange Traded Funds (ETFs) and this session will provide perspectives from a variety of vantage points.  We’ll hear from a creator of ETFs and how they decide what ETFs they create, a vendor who assists users in managing their ETF data, and users of ETFs who will enlighten us on how they utilize these products and data.

Moderator:

Brett Schechterman, Head of Product – North America, RIMES Technologies

Panelists:

Paul Bowes, Country Head for Canada, FTSE Russell

John Lanaro, Global Head of ETFs, RIMES Technologies

Ron Landry, Head of Product + Canadian ETF Services, CIBC Mellon

Michael Taylor, VP Operations, RBC

FISD Update

Presenter:

Tom Davin, FIA, Managing Director, FISD

Networking Reception

Networking Reception Location: Elephant & Castle 212 King Street West