2024 Agenda*

Time Saturday
9:30 - 2:00 p.m. Best of Austin & The Hill Country Tour
Enjoy a full day of networking with colleagues as you experience the culture and history of Texas!

Optional Event/Additional Fee of $275 USD Required
Time Sunday
9:30 - 12:30 p.m. Real Austin City Tour
Discover the best of the city in just a few hours! This fast-paced “bucket list” tour gives visitors a great snapshot of Austin: get dizzy gazing upward at the Capitol’s dome, indulge in a decadent treat from a local Austin eatery, explore cool outdoor art, snap photos at city landmarks, and check out funky neighborhoods only a local would know about. This detour is jam-packed with facts, history, and trivia on everything from Whole Foods to the UT campus, and everyone from Michael Dell to Willie Nelson. By the time you’re done with this tour, you’ll be able to say you “get” Austin – the history, people, music, culture, food and what keeps it “weird.” If you’re looking for a snappy quick overview of the city, or just need to prove to the social media universe you were in Austin this is the detour for you!

AT CAPACITY 		Music History Tour
Discover Austin’s musical heritage and what makes us the Live Music Capital of the World. Austin’s live music tradition is unrivaled just about anywhere on earth, and our Music History of Austin tour uncovers the history behind the hype. We’ll weave around town visiting key heritage neighborhoods and musical sites, starting at 6th Street, the epicenter of today’s nightlife scene, and then going back in time to where it all started in the 1800’s at Scholz Biergarten. We’ll trace our steps through via the historic Victory Grill, the Armadillo World Headquarters, Saxon Pub and the Moody Theater, home to ACL Live. Hear about Austin legends such as Willie Nelson, Janis Joplin, Stevie Ray Vaughan and modern-day local celebrities such as Bob Schneider, Malford Milligan and Guy Forsyth!

Optional Event/Additional Fee of $175 USD Required
4:30 - 6:00 p.m. Sponsor and Customer-Only Cocktail Reception
This exclusive gathering between WFIC sponsors and consumer* delegates at the Hilton Austin will give sponsors extra exposure to customer firms.

Consumers planning to take advantage of the consumer travel stipend program must attend this reception.
6:00 - 8:00 p.m. Welcome Reception, Sponsored by LSEG Data & Analytics
The “official” kickoff of WFIC! Meet your industry contacts and colleagues at the Hilton Austin. We recommend that all delegates arrive in time to attend the Welcome Reception. It’s the first opportunity to meet the entire WFIC community in one place.

Kerry Baker Relf, Global Director, Content Acquisition and Rights Management, LSEG
8:00 - 9:30 p.m. FISD Rising Star Happy Hour, Sponsored by Bloomberg
Rising Stars are invited to join FISD at the Austin Taco Project for drinks, games, networking and fun. This event is invite-only. Questions? Please email Kirsten Ellis.

David Tamburelli, Global Head of Content Acquisition, Bloomberg
Time Monday
6:15 - 7:00 a.m. Zumba
Don your sneakers and get ready to move and groove in the Live Music Capital of the World! We're honored to have certified Zumba Instructor (and speaker) Lila Gordem, of UBS teaching a 45-minute Zumba class Monday at 6:15 a.m. If you're interested, please email Kirsten Ellis to save a spot on the dance floor.
7:30 - 9:00 a.m. Breakfast
8:50 - 8:55 a.m. Welcome & Introduction

Stuart Brown, Group Head of Data & Feeds, LSEG
9:00 - 9:30 a.m. Keynote: Too much, too little, or both? An AI Paradox
In her speech, Marion will explore the paradox of AI in data management. She will uncover how AI’s speed and ability to handle unstructured data offer great promise, but also the risks involved, and which keys there are to navigating a path through this paradox.

Marion Leslie, Head Financial Information, SIX
Introduced by Chris Mohr, CEO, SIIA
9:30 - 10:15 a.m. Leveraging GenAI in Financial Information Industry
Senior executives review the current state-of-play and forecast how GenAI will revolutionize market data workflow. They’ll consider internal issues like what it means to get data “AI ready” and ask fundamental questions about where the industry may need to evolve in order to maximize the benefits of the new technology. Listen as they opine on a laundry list of likely areas of impact: licensing, use cases and driving value, data licensing tools, staffing and mitigating risk.

Moderator: Michael Salk, Managing Director, Distribution & Media Solutions, Moody's Analytics
Theo Bell, Head of AI Product, Rimes
Joseph Chalom, Managing Director, Head of Strategic Ecosystem Partnerships, BlackRock
Justine Iverson, Vice President, Head of Analytics, Capital IQ Solutions, S&P Global
Elizabeth Pritchard, Chief Data & Analytics Officer, Liberty Mutual Investments
Debbie Lawrence, Group Head of Data Strategy and Management, LSEG
10:15 - 10:45 a.m. Break
10:45 - 11:30 a.m. Talent Pipeline: Hiring the Future of Market Data
Opportunity is everywhere, but where is the new talent? This senior executive panel will address causes and solutions for the current talent crunch. Juggling to retain experienced staff while creating opportunities for new entrants is tough, how are firms tackling the challenge? They’ll discuss the best transferable skill-sets into market data roles, global teams, and the industry's role in promoting itself to prospective talent. If your organization needs to pump up its talent pipeline, this is the session for you.

Moderator: Debra Walton, Board Member/Advisor/Motivational Speaker, Former Chief Revenue Officer, LSEG
Scott Fitzpatrick, CEO TRADITION, SEF / Global Head, TraditionDATA
Lila Gordem, Executive Director, UBS
Jason Koulouras, Data Ranger, Bridgewater
Wolfgang Matzner, Managing Director, baha
Steve Roe, Vice President of Market Data Solutions, TNS Financial Markets
11:30 - 12:15 p.m. One Stop Shopping: New Consumption Models for Market Data
The concept of purchasing financial data via a single provider via a standardized process presents tantalizing possibilities. Yet technological and commercial complexities pose challenges. Hear insights from stakeholders including data consumers, owners, and technology providers. Learn about the current state of technology and product offerings coupled with the demands of ever-evolving regulation; and hear about potential improvements tailored to the financial information community's needs. Licensing regimes are likely to continue to necessitate human interaction prior to release of the data sets, so how are data providers and vendors adapting to accommodate this reality?

Moderator: Rich Winter, Global Head, Market Data and Information Analytics, Fenics
Richard Brown, Global Head of Market Data, Jain Global
Maria DeGrandis, Global Lead, Financial Services Strategic Technology Partnerships, AWS
Colette Garcia, Global Head of Enterprise Data Real-Time Content, Bloomberg L.P.
Shai Popat, Managing Director, Product & Commercial Strategy, SIX Financial Information
Sven Wohlfarth, Director Data Services Operations, Deutsche Börse
12:15 - 1:45 p.m. Lunch
Meet and confer with colleagues in a relaxing atmosphere during the networking lunch. 		Constituency Group Lunches
By Invitation Only
1:45 - 2:15 p.m. Shifting Dynamics of Exchange
Dr. Alireza Dorfard will share his insights on the shifting dynamics that market infrastructure providers are facing today. He will delve into how these changes are reshaping the ways in which information, values, resources, and even ideas are exchanged within the industry. He will provide practical examples of how these new dynamics of exchange have catalyzed recent partnerships with hyperscalers as well as other dominant cloud marketplaces, and also explore the implications these trends have on the business models and strategies of market infrastructure providers in relation to new trends like cloud, blockchain, and AI.

Dr. Alireza Dorfard, Head of Market Data + Services, Deutsche Börse 		Engineering Stream Day 1 (of 2), sponsored by Oracle
Specialty workshops, discussions, and presentations for those with an engineering focus. Please click here to see full program or if you seek further details, please contact David Anderson.
2:15 - 3:00 p.m. Alternative Data Council: Compliance & GenerativeAI
The Alternative Data Council is creating the GenerativeAI Compliance Considerations to offer the industry guidance around key risk areas to help firms safely utilize this new technology. Participants of the Alternative Data Council working groups, including major buy-side firms, alternative data providers, platforms and law firms operating in the space, will discuss the rapidly evolving compliance landscape for GenAI usage, provide a sneak peek into concepts, and advise on constructing an effective compliance regime.

Moderator: Kelly Koscuiszka, Partner and Co-Chair, Investment Management Regulatory & Compliance Group, Schulte Roth & Zabel
Max Abend, Executive Director, PDT Partners
Eric Marks, Managing Director and Global Head of Risk and Product Management, UBS Global Research and Evidence Lab
Patrick Vergara, COO, Norm Ai
Danny West, Senior Vice President, Associate General Counsel, Two Sigma Investments, LP
Roundtables
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.
3:00 - 3:45 p.m. Alternative Data as a Decision Asset
Sophisticated providers and users of alternative data will explore how shifting the view of data from a procurement expense to a decision asset benefits organizations. Attend to learn about the integration of alternative data into decision-making processes. Understand how to evaluate the cost of data versus its potential impact, advancements in technology that enhance or disrupt data analytics, and the regulatory landscape affecting alternative data usage and compliance.

Moderator: Konstantinos Vafeidis, Associate, Neudata
Jason DeRise, Head of Data and Analytics Products, Liberty Mutual Investments
Rayne Gaisford, Chief Data Strategy Officer, Babel Street
Peter Licursi, Chief Strategy Officer, Kensho Technologies
Todd Watkins, Head of Market Data for Information Technologies, Soros Fund Management LLC.
3:45 - 4:15 p.m. Break
4:15 - 4:30 p.m. Transition
4:30 - 4:45 p.m. Recognition of Rising Star Fellows, sponsored by ICE
The FISD Rising Stars program provides support and targeted activities to newer entrants to the financial information industry. WFIC 2024 marks the first time FISD has recognized our industry’s rising stars through the WFIC Fellow program. We will introduce the five fellowship winners as the inaugural group of WFIC Fellows.

Ed Addvensky, Vice President – Global Relationship Management, ICE Data Services
4:45 - 5:15 p.m. Financial Information Lifetime Achievement Award Presentation
Raise a toast to honor the winner of the 2024 Lifetime Achievement Award on-site at the Austin Hilton. FISD established the 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.

Trip Wadleigh, TRG Screen & Chair of the FISD Executive Committee
Steve Dickey, Cboe Global Markets & Vice-Chair of FISD Executive Committee
5:30 - 7:30 p.m. A Celebration of Excellence, sponsored by Bloomberg & ICE
Following the on-site awards presentation, the party will move off-site to Bull & Bowl for a festive reception to honor the awardee. Bull & Bowl is known as the ultimate playground for grownups, so wear your comfy shoes and come ready to have fun! Suggested dress code is casual.
Time Tuesday
7:00 - 9:00 a.m. Breakfast
8:50 - 8:55 a.m. Welcome & Introduction
8:55 - 9:30 a.m. Keynote: Market Data and Formula 1: Winning Results in the Cloud
In the fiercely competitive arenas of F1 Oracle Red Bull Racing and Market Data, peak performance is crucial. It’s the difference between crossing the finish line first or missing out by milliseconds. Both sectors rely on strategic partnerships and significant investments to innovate and achieve their goals.

Mark Hura, Executive Vice President of North America Cloud Infrastructure at Oracle, will explore the fascinating parallels between Market Data and Formula 1 racing. He will highlight how the collaboration between Red Bull Racing and Oracle has forged a championship-winning team.

Key topics will include the streaming of large data volumes, the execution of complex analytics such as Monte Carlo simulations, and the importance of real-time decision-making in driving success. Mark will also discuss how Oracle’s ongoing investments in technology and partnerships with industry leaders like Red Bull Racing and NVIDIA are essential to this joint success. Don’t miss this insightful discussion on the synergy between cutting-edge technology and high-performance racing.

Mark Hura, Executive Vice President, North America Cloud Infrastructure, Oracle
Morgan Maia, Senior Manager, Technical Partnership, Red Bull Racing
Introduced by Elliott Hann, Managing Director, Data & Analytics, Fenics Market Data
9:30 - 10:30 a.m. What’s It Worth? How the Financial Information Industry Values Data
Data is important and justifying these costs to the business can be a tricky endeavour, especially when management demands to know not just how a data set contributes to better decisions and results, but also how it avoids risk. This panel will delve into fundamental questions for determining the value of data to an organization. Topics to include: how value is defined and assessed, when consumers should expect to pay more or less, processes to optimize value, and the need for transparency in commercial terms to assess comparative value.

Moderator: Barry Raskin, Senior Consultant, Jordan & Jordan
Steve Hansen, Global Head of Market Data, Davidson Kempner Capital
Kristin Hochstein, Global Head of Pricing and Reference Services, LSEG
Krishnan Iyengar, Group Vice President-Strategic Initiatives, Oracle
Krystle Rudzinski, Director, Index & Data Solutions, BlackRock
David Taylor, CEO, Exegy
10:30 - 10:55 a.m. Break
10:55 - 11:30 a.m. Keynote: Digitizing for the Next Generation of Investors
‘Digital Native’ Gen Z and millennial investors are shaping the way investing is done. In this keynote session, Schwab Managing Director of Digital Platforms Katie Ryan will explore how younger traders and investors, whose digital-first mindsets differ greatly from the generations that preceded them, are influencing the future of investing and illuminate how the industry is evolving to meet their needs and expectations.

Katie Ryan, Managing Director, Digital Trading and Research, Charles Schwab
Introduced by Dan Wadsworth, SVP, Strategic Alliances, S&P Global
11:30 - 12:15 p.m. Data Licensing in the Age of GenAI
GenAI is the hottest trend in financial information, and everyone wants to use it, so what could be the guiding principles of fair commercial use policies? Listen in as consumers and providers consider traditional licensing concerns in new GenAI flavors. Do derived data clauses sufficiently cover GenAI created data, or we need new terms and conditions? How should contracts handle issues like data quality, traceability and audits? Opportunities for creativity in data use have never been greater; could the industry coalesce around standards to facilitate innovation and protect intellectual property rights?

Moderator: Amjad Zoghbi, Head of Solution Engineering, TRG Screen
Ken Brady, Managing Director, Global Head of Market Data, Morgan Stanley
Trey Berre, Managing Director and Global Head of CME Data Services, CME Group
Jefferson Diniz, Executive Director, BTG Pactual
Mark Heckert, Chief Operating Officer, ICE Data Services
12:15 - 1:30 p.m. Lunch
Meet and confer with colleagues in a relaxing atmosphere during the networking lunch.
1:30 - 2:15 p.m. European Consolidated Tape: Are We There Yet?
Do you need to know the latest on the EU Consolidated Tape? We’ve got you. Join this session for a brief history on the consolidated tape in the US and UK, and the present-day roadmap for the EU roll-out. Learn about expected time-frames, legislation, technical steps and consultations. Consideration will be given to the impact on the industry, including contenders, and likely winners and losers. The experts will make bets on whether the roll-out will happen as planned, or what bumps may lie ahead.

Moderator: Will Cowling, Senior Market Data Compliance Analyst, QuantHouse
Mike Bournes, Business Development Manager, EuroCTP
Paulo Costa, Global Head of Data Sales, MarketAxess
Stephen Dorrian, Senior Director, Head of Market Data & Access Services, Europe - Cboe Global Markets
Sallianne Taylor, EMEA Head of Government Relations, Bloomberg LP
 		Engineering Stream Day 2, sponsored by AWS
Specialty workshops, discussions, and presentations for those with an engineering focus. Please click here to see full program or if you seek further details, please contact David Anderson.
2:15 - 3:00 p.m. The Evolution of Financial Desktops: Embracing Interoperability
Explore the potential of interoperability to improve finance desktops. Discover how interoperability benefits customers and data providers by driving efficiency, choice, and better value. Peek into the back-end orchestration of interoperability and the role of FDC3 standards. Become acquainted with the leading integrators and data providers to understand how they are driving changes to workflow and get a glimpse of the future outlook for desktops.

Moderator: Tim Baker, Managing Director, Financial Services Practice Lead, Expero Inc.
Nej D'Jelal, Group Head, LSEG Workspace Platform, LSEG
Michael DeLorenzo, Global Head Client Experience & Product Management Technology, Bank of Montreal
Brandon Newland, Senior Director - Head of Product & Content for Credit Solutions, S&P Global Market Intelligence
Patrick Starling, Senior Director of Product Management, Data Solutions, FactSet
3:00 - 3:30 p.m. Break
CJC Anniversary Prize Presentation will be given away at CJC's booth. All attendees are eligible to participate.
3:30 - 4:15 p.m. AI 101: Your AI Demystification Primer
Feeling lost in the sea of AI terminology? Join this session for a crash course on all things AI, including the differences between GenAI and traditional AI. Get ready to dive into key terms, gating factors like privacy, safety and differentiation, use cases from academia and enterprise, applied challenges, and tips on staying connected and informed. Join the roundtable following this session to ask follow-up questions and make sure your newly-acquired knowledge has stuck.

Moderator:Jon Neitzell, Founder and Managing Partner, Anduril Partners
RJ Assaly, Chief Product Officer, Toggle AI
Gail Miller, Senior Director of Data Solutions Engineering, FactSet
Devon Yarbrough, Customer Engineer, Capital Markets, Google Cloud
 		Roundtables
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.
4:00 - 4:15 Break
4:15 - 5:00 p.m. Equities 101: Unveiling Global Markets
Data and trading are interlinked so it is imperative that data professionals understand market structure. Ride along as experts embark on a journey through the dynamic world of global equities. Dive into the intricacies of market structure, including different kinds of markets and regulatory environments. “Best execution” means different things in different regions, so master global fluency. Attendees will also gain insights into market share dynamics, and the evolving equities landscape.

Moderator: Richard Hills, Head of Client Engagement, big xyt
Mukesh Agarwal, CEO – Indices & Data, National Stock Exchange of India Limited (NSE)
Matthew Fuchs, Executive Vice President, OTC Markets Group
Luca Samman, Head of Market Data & Access Services, North America, Cboe Global Markets
Jan L. Zürcher, Head Market Data, SIX Swiss Exchange
 		Engineering Stream
5:15 - 7:15 p.m. Networking Reception, sponsored by Deutsche Boerse Group
Join colleagues for an evening of networking at the Hilton Austin! We’ll welcome the whole WFIC crew—stay tuned for surprises. Afterwards, head out for a night on the town in Austin!
Time Wednesday
7:30 - 9:30 a.m. Breakfast
8:50 - 9:00 a.m. Welcome & Introduction
9:00 - 9:45 a.m. Meet the Future of Market Data
The first-ever Rising Stars Fellows will share their experiences and career aspirations as they forge their way forward in this industry. What were their preconceptions about working in market data vs. the reality? How did management help them tackle the initial learning curve? This session will also cover creating impactful professional development opportunities, learning from prior generations of talent and how they see the industry changing in the next five years.

Moderator: Drew Carey, Global Head of Market Data Sales, Tradeweb Markets
Sam Cantor, Product Manager, Data Distribution, CME Group
Luisa Kruse, Senior Associate, Market Data + Services, Deutsche Börse
Oksana Soutus, Senior Market Data Licensing Attorney, Jordan & Jordan
Christopher Thomas, Business Analyst II – Operations | Market Data Services (MDS), Scotiabank
Maggie White, Technical Account Manager - Exchange Data, Bloomberg
9:45. - 10:15 a.m. Market Data: Emerging Technologies Move Front and Center
Coalition Greenwich, in collaboration with SIX Group, interviewed global buy-side and sell-side firms to discover and analyze the drivers of market data consumption and distribution including preferences and emerging technology adoption. Quality and breadth of data continue to be valued across the industry. Moreover, we emphasize the role of advanced technology such as artificial intelligence and machine learning (AI/ML), the use of application programming interfaces (APIs), and other developments such as cloud linked to the delivery of market data.

David Easthope, Senior Analyst, Coalition Greenwich
10:15 - 10:45 a.m. Break
10:45 - 11:30 a.m. Strategies for Compliant Market Data Practices
Explore the impact of recent regulatory changes across the globe and hear how firms prepare for future developments. Attend this session to understand how market data professionals can proactively adapt to regulatory changes without disrupting operations. Those in the trenches will discuss the role that technology plays in ensuring compliance. They’ll also explain how regulatory compliance drives data consumption patterns. Finally, they’ll consider how global regulatory variations impact the harmonization of market data practices, and solutions to address these challenges.

Moderator: Tom Jordan, President & CEO, Jordan & Jordan
Manon Amyot-Lake, Head of Capital Markets T&O Supplier Management and Global Market Data Services, BMO
Tina Geronimo, Director, Head CM Trade Expense Management and Global Market Data Services, RBC
David Hunter, Director, CGS Licensing & Client Solutions, CUSIP Global Services
Janelle Veasey, Group Head of Partners, LSEG
11:30 - 12:15 p.m. Forecasting Your Cloud Usage
The financial information industry is seeing more and more Cloud usage on the horizon. So, what are the tried-and-true use cases for efficient practices, what are the edge cases vs. no-gos, and how are those categories shifting? Attend this finale session to understand which kinds of data benefit from cloud storage and review the technologies and services that make cloud even more efficient. We’ll also discuss the AI storm and what it means for the future of the Cloud.

Moderator: Naftali Cohen, Global Head of Partner Cloud Strategy, LSEG
James Calise, Senior Director, Cloud Engineering, FSI , Oracle
Matt Harris, FSI Sr. Solutions Architect, Snowflake
Rupesh Khendry, Global Head of Capital Markets Industry Solutions Sales, Microsoft
Alastair Richardson, Strategic Business Development Director,  Financial Technology, AMD
Robert Tommaselli, Director, Quantitative and Technology Services, Royal Bank of Canada Capital Markets
12:30 - 4:30 p.m. Farewell Reception, sponsored by CME Group
Enjoy afternoon refreshments and post conference banter at Banger’s Sausage House & Beer Garden – an Austin classic, and a wonderful place to eat, drink and hang out. Not too rowdy, not too laid back, just a good old fashioned good time!

*Program sessions and timing subject to change.