WFIC 2022 Roundtables
Roll up your sleeves and engage your peers in discussion about a variety of topics relevant to financial information executives. 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.
The Financial Information Industry Post(?) Pandemic
The world changed in March 2020 and the industry changed with it. Share your thoughts (and questions) with the speakers from Monday’s lead-off panel on the challenges, solutions and the future of the industry.
Facilitator: Mark Haraburda, CEO, Barchart
NextGen Data for NextGen Investors
In 2020, Millennials and Gen Z officially outnumbered older generations. Challenge the plenary panelists and other industry peers about the future of investing and emerging trends in data.
Artificial Intelligence and Machine Learning
Go deeper on AI and machine learning. Limitations, practical uses, successful uses and more.
Let’s Go to the (Consolidated) Tape: Global Approaches
Continue the discussion on global approaches to consolidated view of all the trading activity, regulations and cooperation in the industry.
Facilitators: Liz Carter, Managing Director, Tradeweb
Paola Cereghino, Executive Director, Goldman Sachs
Will Cowling, Consultant
Chris Murphy, Co-Founder & CEO, Ediphy
Nick Flower, MDS Category Initiatives Manager, UBS
Natan Tiefenbrun, President of Cboe Europe, Cboe Global Markets
Limited Supply in Crypto Land: Good Data
Why is crypto market data such low quality? Is this a bug, a feature, or a necessary evil? Hinderance or opportunity? Is there no competitive pressure toward better quality data? What role can established data vendors play?
Facilitator: Stefan Schlamp, Head of Content Development & Management, Deutsche Boerse
Is ESG Data commoditised yet?
In this session we will discuss the latest trends in ESG data availability, onboarding and verification and the challenges accompanying them. We look into alternative sources of ESG data, and how they contribute to enhanced transparency in sustainable operations, investing and finance.
Facilitator: Dr. Barnabas Acs, Global Director, Strategy & Execution, Sustainable Finance & Investing, LSEG Refinitiv
Identifier challenges for crypto and ESG data
Explore the latest challenges and thought leadership on identifiers for crypto and digital assets, including how standards like ISIN, DTI and FIGI can complement each other. Discuss the importance of linking entity and financial instrument identification to a successful ESG data strategy, and the identifier tools for doing that.
Facilitator: Richard Young, Industry Relations – Bloomberg Data and Symbology, Bloomberg
Digital Rights Management (DRM)
Take a practical look at progress towards DRM so far and how do we get from theory to practise. We will cover the background of what DRM and ODRL are and what use cases have already been modeled into pattern books. We will then have an open discussion on how we move forward, where we should expand into different data types, businesses, etc, how do we get stakeholders across the industry and within our organizations to invest the time and resource needed to deliver DRM.
Facilitators: Barry Jennings, Global Head of Market Data Licensing & Governance, Goldman Sachs
Laura Perdue, Director, Vendor Relations, Fidelity Investments
Michelle Roberts, Market Data Strategy and Compliance, JP Morgan
Ben Whittam Smith, Founder, Deontic Data
Market Data Management Challenges
Market Data managers must be true “Renaissance Women and Men”. We will discuss everything under the umbrella of market data management including staffing/talent issues, managing vendor relationships, organizational structure, and working with internal clients. It will be an opportunity for market data managers to learn from each other, and will give interesting insights to vendor and exchange delegates.
Facilitator: Michelle Ansell, Head, Strategic Vendor Engagement, Commodities & Global Markets & Macquarie Capital Technology
The Future of Retail Trading and the Role Market Data Plays
Retail investing globally has come a long way since the discount brokers of the 80’s to the internet-day trading boom of the early 2000’s, and even more recently, the meme stocks of 2020. As retail trading matures and its percentage of market share grows, the role market data plays with respect to exchanges, vendors and trading firms becomes even more evident. This group will discuss recent trends seen in the retail marketplace, and what the future holds.
Facilitator: Kevin Maude, Senior Director, Cboe Global Markets
How to Handle TMI: Consumers Using Data Catalogs to Handle a LOT of Data
Information overload! Let’s talk data standardization, reporting, data catalogs and pain points.
Facilitators: Trip Wadleigh, Global Head of Relationship Management, TRG Screen
Michele Sura, Assistant Director of Digital Library and Data Licensing Service, Bank of Canada
Justine Iverson, Head of S&P Global Marketplace, S&P Global Market Intelligence
Eliza Raphael, Head of Market Data Services, Schonfeld Strategic Advisors, LLC
Banking on Data Vending, Even When You’re Already a Bank
An interesting discussion on what it means for banks to be providers AND vendors.
The Business Case for Diversity and Inclusion
Diversity and Inclusion are more than buzzwords--they affect the bottom line. Engage the speakers from Tuesday’s plenary session to gather ideas on how to evolve your workplace culture, attract and retain talent and cultivate many kinds of diversity.
Licensing & Commercial Policy
Discuss commercial policy developments related to new data types (e.g., ESG), technologies (DeFi, Blockchain), and licensing models. How will these trends interact with old "favorites" like non-display and unit-of-count policy? This roundtable will begin a conversation that will continue during the "Licensing vs. Innovation" panel on Wednesday morning.
Wednesday Preview: Regulation Roundup: A Global View on the Current State of Play
Get a sneak peek of Wednesday’s program spanning the globe on regulation and policy developments. What do emerging policies, regulations and sanctions mean for you?
Facilitator: Larry Tabb, Head of Market Structure Research, Bloomberg
The summer heatwave is doing little to thaw the Crypto Winter of ‘22. How are institutions and regulators fighting the cold, and warming to digital assets? SIX invites you to discuss minimizing risk while adapting to new investment climates.
Facilitator: Sam Sundera, Head of Future Business, SIX
Deutsche Börse’s A7 Analytics Platform
Start a journey into a rich universe of data and analytics. Get to know A7:
- Democritizing Data: Be data-driven without being a high skilled data scientist
- Simulation: Helping to understand trading scenarios
- Leverage the cloud: no storage requirements, infrastructure setup, or maintenance (EOBI/MDP releases handled by A7)
- Simple: Python API to C++ algos and all other features on GUI
Facilitator: Dr. Sven Wohlfarth, Head of Delivery Management and Business Technology, Deutsche Boerse
Market Data In the Cloud – Who wants what, where?
The cloud provides unparalleled scalability and access to data and applications including calculations, real-time data, and managed services with analytics. Join us as we explore how the cloud is a key source of competitive advantage, discuss the expanding profile of business users – from business heads to quants to risk teams to bankers who code - and debate the key challenges to its adoption.
Facilitator: Jason West, Director, Real-Time Managed Distribution Services – Global Head, Refinitiv
Exploring the world of alternative and non-exchange data sets
The world of alternative and non-exchange data has grown over the past few years, and data vendors are aggregating and building datasets from multiple, highly specialized micro-industry suppliers. World events and the quest for ESG compliance have shown that these data sets are critical to making trading and corporate strategy. Explore the sourcing, collation, and normalization of data from government, industry, and private sources, and how to correlate it with exchange information, to make actionable decisions.
Facilitator: Eero Pikat, President, Barchart
Replacing the Audit Process
Can long and disruptive audit cycles be replaced by periodic automated “true-ups”? Discuss streamlining entitlement systems and reporting practices to maintain (or even enhance) exchanges’ confidence while reducing the administrative burden on all parties.