BC Culinary Adventure at Granville Island

Sponsored by Canadian Securities Exchange

Market Data Cup Golf Tournament at Furry Creek Golf & Country Club

Sponsored by ICE Data Services

Vancouver Discovery Tour

Sponsored by Canadian Securities Exchange

Sponsor and Customer Only Cocktail Party

Location – Exhibit Area/Kitsilano Ballroom

This exclusive gathering between WFIC sponsors and consumer* delegates at the JW Parq Marriott will give consumers a head start on networking and sponsors extra exposure to their customers.

*Consumers planning to take advantage of the consumer travel stipend program must attend this reception.

Welcome Reception

Sponsored by Refinitiv
Location – Fairview Ballroom

Meet and confer with colleagues at the JW Parq Marriott. The welcome reception also provides an excellent opportunity for networking

Registration

Opening Remarks

Tom Davin, FIA, Managing Director, FISD

Welcome & Introduction of Keynote

Sallianne Taylor, Global Manager, Market Structure and Strategic Alliances, Bloomberg L.P.

Keynote

Sarah Ryerson will discuss key trends, regulatory drivers and business opportunities in the global market data business.

Keynote Speaker:

Sarah Ryerson, President, TMX Datalinx, TMX Group

The Winds of Change: Future of the Market Data Profession

The market data profession was tested in the wake of the financial crisis and honed by regulation and cost cutting measures in the years that followed.  But how are the new agents of change, novel data sources, technology, and public policy affecting necessary skill-sets and staffing?  How are environments at firms evolving with respect to the market data function, and how will they attract and retain talent?

Moderator:

Barry Raskin, FIA, Managing Director, Jordan & Jordan

Panelists:

Michelle Ansell, Global Head of Market Data, Macquarie

Ken Brady, Global Head of Market Data, Morgan Stanley

Scott Fitzpatrick, CEO, Tradition SEF

Dr. Matt Woodhams, Senior Managing Director, Fenics MD

Break – Sponsored by CUSIP Global Services

Selling (and Buying) the Better Mousetrap

Of the myriad new service providers attempting to enter the financial information space, some really do have innovative solutions that represent a net positive to their clients.  But they face many hurdles including a rigorous vetting process in which they must demonstrate of compliance with regulatory requirements, endure deep reviews of their  financials, references and other background checks, and the ever-present concern that they are being utilized purely as a negotiation ploy against incumbents.  How can new vendors and financial institutions make the due diligence process easier?  This panel will discuss institutional investment in sandboxes, acquisitions, and side doors through strategic partnerships.  How does our vetting process compare to that of other industries?

Moderator:

Elizabeth Pritchard, Founder , White Rock Data Solutions LLC

Panelists:

Ed Addvensky, Vice President – Global Head of Relationship Management, ICE Data Services

Julie Armstrong, Chief Commercial Officer, ChartIQ

Jean Donnelly, Executive Director, FinTech Sandbox

Lila Gordem, Director, Global Head of Market Data Sourcing, Credit Suisse

Elliott Hann, Executive Director, UBS Data Solutions, UBS Investment Bank

Retail Revolution or Evolution?

New and better tech both within and outside of our industry continues to stretch the boundaries of what’s possible, especially in the retail brokerage world. This panel will consider whether customer preferences are driving technology and business model changes, or whether those changes are driving customer preferences. Participants will discuss the transformation of the retail brokerage with respect to customer engagement, millennial preferences, crowdsourced analysis, ESG, and more.

Moderator:

Kevin Carrai, Global Head of Market Data and Access Services, Cboe Global Markets

Panelists:

Michael Blasi, FIA, Head of Market Data, Fidelity

Uri Gruenbaum, CEO, TipRanks

Matt Hay, Senior Product Manager, Market Data Services, TD Ameritrade

Steve Listhaus, Head of Market Data Services, Wells Fargo

Big Data for Everyone: How Non-Data Scientists Can Do Advanced Data Analysis

Presenter:

Dr. Sven Wohlfarth, Head of Delivery Management and Business Technology, Deutsche Boerse

Lunch

Constituent Group Lunches

Technology Forum – The Market Data Cloud: A Blueprint for Adoption

Market Data Industry Statistics and Growth Forecast Survey Results

Technology Forum – Machine Learning & Artificial Intelligence: Real-Life Use Cases and Impacts

Emerging Markets: Growth Spurts and Growing Pains

Break

Technology Forum – Why Most Firms Waste 70% of their Data Resources

Networking Roundtables: Speak up and weigh in on the morning’s discussions

Behind the Scenes of Market Data Budgets

Networking Roundtables: Join vendors for a heart-to-heart discussions on industry issues

Disruption or Innovation?

Networking Roundtables: Obtain a deeper understanding of industry topics

Lifetime Achievement Award Dinner & Afterglow

Sponsored by Bloomberg & Fenics MD

FISD has established a Lifetime Achievement Award in order to recognize the people who have contributed to the major developments and accomplishments of the financial information industry over the past 25 years. The Awards Banquet will be held at the on-site at the conference hotel – JW Parq Marriott. 

This event will include a reception, gourmet dinner and night cap and we will honor the 2019 Market Data Lifetime Achievement Award winner.  Suggested dress code is semi-formal.

Registration

Welcome & Introduction of Keynote

Jeff Joseph, President, SIIA

Keynote

The Human Side of AI

Not since Frankenstein’s monster opened his eyes and hopped off the scientist’s bench in Mary Wollstonecraft Shelley’s gothic novel, have more people been more afraid and vocal on the confluence of man and machine. That is especially true when the discussion turns to artificial intelligence. Given that fewer such discussions took place when blue collar workers saw their jobs replaced by robots in car factories in the 1990s and shop workers quietly became self-checkouts in this decade, what is all the fuss about? Debra’s presentation will answer three questions:

• How quickly will jobs be replaced by machines?
• How can we create smarter machines to make humans smarter?
• What is the role of humans in this process?

Keynote Speaker:

Debra Walton, Chief Revenue Officer, Refinitiv

Data Consumers Reveal their Supplier Holiday Wish Lists

Attend this session to receive unvarnished perspectives from senior financial data executives at leading banks and buy-side firms on concerns they have with their suppliers, internal downstream customers, and the overall regulatory and economic environment.   For many of us, the holiday gift-giving season is right around the corner and in you’ll hear how to get on a consumer firm’s naughty or nice list. 

Moderator:

Trip Wadleigh, FIA, Head of Relationship Management, Americas, TRG Screen

Panelists:

Ivette Collazo, Vice President – Market Data Category Director , State Street

Claire Pannell, Global Head of Operations & Data Vendor Management, Legal & General Investment Management

Devlin Ponte, FIA, Director, Strategic Relationship Manager – Index and Data Solutions, BlackRock

Sheree Tribbitt, Senior Manager – Market Data and Reference Data, Capital Group

Advanced Insights into the Market Micro Structure – Modern Big Data Analytics at Work

Dr. Hartmut Graf, Executive Director, Head of Data Services, Deutsche Boerse Group

Break – Sponsored by CUSIP Global Services

Alternative Data Forum – Which Road through the Wild West? Alternative Data Delivery Platforms

Consumers looking to purchase alternative data have a broad array of choices, not just in their data sets, but also in the kind of provider.  They can choose from single product vendors, data brokers, data hubs, or even go to their traditional data providers.  This panel will discuss the relative merits of each model and stages where each adds value.  Topics to be discussed will include data integrity, administrative burdens, due diligence concerns, cleaning, validation, mapping and enhancements.  The panel will also take bets on which model will dominate in the future and possible coming consolidation. 

Moderator:

Eliza Raphael, Head of Market Data , Schonfeld

Panelists:

Emmett Kilduff, Founder and CEO, Eagle Alpha

Michael Patton, Vice President, Data Management Solutions, S&P Global Market Intelligence

Steve Weinstein, Head of TMT Research, MScience

Francis Wenzel, CEO, TickSmith

Alternative Data Forum – Compliant, Efficient, Secure: How to Be All Three

The saying goes, “with great new insights comes great responsibility,” right? Users and purveyors of alternative data must be good stewards of this material, especially if it may contain PII. Both legal and ethical reasons for compliance with best practices have bearing on how a firm sets its alternative data policies. Panelists will discuss meeting the challenges of compliance without becoming bogged down by them. Specifically:

-How do you set up compliance processes, including evaluating data privacy?
-How do you confirm that data has been sourced according to best practices?
-How do you make your processes compliant, efficient, and secure?

Moderator:

Richard Thomas, Global Lead, Enterprise Data Management, 3d innovations

Panelists:

Michael Beal, Managing Member, Data Capital Management

Sarah McKenna, CEO, Sequentum

Mike Salk, Managing Director, Content Distribution, Moody’s Analytics

Lauren Stevens, Senior Vice President, Senior Director, Content and Technology Solutions Strategy, FactSet

Lunch

Introduction of the Keynote

Introduced by:

Steve Dickey, Managing Director – OPRA / Chair – FISD Executive Committee, Cboe Global Markets

Keynote

Stephen Orban will explain how Amazon works backwards from customer needs to create innovative products and services. 

Chat with Stephen and get a signed copy of his book “Ahead in the Cloud: Best Practices for Navigating the Future of Enterprise IT” at the Bartender’s Choice Roundables at 4:00pm. 

Keynote Speaker:

Stephen Orban, General Manager, Amazon Web Services

Show and Tell: The Journey to Cloud Adoption

CME Town Hall: Learn about CME Processes and Policies

Break

Bartender’s Choice Roundtables

Sidle up to the bar, pull up a stool and enjoy well-lubricated discussions with other delegates on the topics you’ve heard so far and some created just for you.  Roundtables are informal, small group discussions on key issues for the industry. Each table will be focused on a different, specific financial information topic. Some tables will provide an opportunity to follow up or preview topics with speakers from the plenary program. Facilitated by industry experts, these sessions will provide the opportunity to get caught up on the latest developments or take a “deep dive” into an issue with other practitioners.

Off-site Dinner Event Sponsored by Deutsche Boerse Group

Sponsored by Deutsche Boerse Group

Join colleagues for an evening of networking at the Grouse Mountain Resort. 

This event, sponsored by Deutsche Boerse Group, includes transportation, a reception, dinner and entertainment. Suggested dress code is Casual.  Attendance at the dinner is limited to WFIC delegates.

Registration

The Costs of Audits: People, Time and Money

While nobody wants to go through an audit that results in fines or back-billing, consumer firms claim that the most significant tax is on their man-power.   This panel will discuss attempts to alleviate the pain.  Is technology the answer?  Will continuous and low/zero administrative audits become a trend?  What is the role of data vendors in assisting end-user firms?  How does GDPR affect audits?

Moderator:

John White, CEO, 3d Innovations

Panelists:

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

Tristan Dehaan, FIA, Vendor Manager, Aegon Asset Management

Dave Hill, Director, Global Commercial Management Global Solutions, Insights & Analytics Strategies, Toronto Stock Exchange

Scott Preiss, Managing Director, Global Head of CUSIP Global Services, CUSIP Global Services

Ross Stuart, Senior Director Global Data Licensing Services, CME Group

Market Data Regulation in the U.S. and EU

We are living in the proverbial “interesting times” as regulators in the U.S. and EU take an unprecedented interest in real-time market data.  This panel will look at the public policy and regulatory issues arising from the S.E.C. and ESMA, and the flurry of activity in response from data consumers, vendors, and exchanges.  We will examine terms like “reasonable commercial basis” and “fair and reasonable” to identify what they mean and whether they are being accomplished.  The session will look at consolidated tapes – both the latest developments in the existing U.S. CTA and UTP tape plans and the prospects (and desirability) for a European Consolidated Tape.

Moderator:

Larry Tabb, Founder & Research Chairman, TABB Group

Panelists:

Paola Cereghino, Executive Director, Goldman Sachs

Edmund Flynn, FIA, Head of Market Data Strategy, TD Ameritrade

Michael Hodgson, Head of Information Services – Global Market Data and Indices , Euronext

Jeff Kimsey, Vice President and Head of Global Product Management, Nasdaq

Sallianne Taylor, Global Manager, Market Structure and Strategic Alliances, Bloomberg L.P.

Break – Sponsored by CUSIP Global Services

Digital Rights Management

Digital Rights Management (DRM) is an attempt to automate much of the administrative process for onboarding and operating permissionable data.  This session will discuss the parties pulling for DRM, the potential benefits for the industry, and the barriers to adoption.

Moderator:

Mark Bird, Co Founder, Data BP

Panelists:

John Chappell, Global Head of Market Data, Goldman Sachs

Paul Klug, Global Head, Order and Rights Management, Refinitiv

Trisha Perona, Director, Market Data Services, Fidelity Investments

Garrick Stavrovich, Product Management GIS, Nasdaq

Are the Capital Markets Going to Pot? Cannabis Ventures and Impacts

The legal cannabis industry is proving to be increasingly tempting to the financial sector with impacts on investment banking, exchanges, trading, listings, buy-side firms and more.  We’ll take at the regulatory aspects of this industry as well as the challenges of valuing cannabis-based stocks.  Our panel will provide their assessment of the current state of this industry and share their insight on its future.

Participants:

Richard Carleton, Chief Executive Officer, CNSX Markets Inc.

Blake Corbet, Managing Director and Co-Head Investment Banking, PI Financial

Matthew Fuchs, EVP, OTC Markets

Farewell Networking Reception

Sponsored by CME Group

Enjoy light refreshments and post conference banter. Craft Beer Market is located in the historic Salt Building in the heart of The Village – the former Athletes Village from the 2010 Winter Olympics. Built in 1930, the restaurant features high ceilings, rustic wood trusses, and a vintage feel. The multifaceted venue features floor to ceiling windows and a stunning central island bar on the main level.  With a focus on using fresh, local ingredients whenever possible, all menu items are hand-crafted in house to provide the freshest food possible. With 140 taps, Craft is proud to offer Canada’s largest selection of draft beer along with an extensive list of wine, cocktails, and spirits. 

Transportation provided from JW Park Marriott to Craft Beer Market. Casual attire recommended. Bus returns to the hotel at 4:30 pm.