WFIC 2024 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.
- Monday
AI-Ready Data by S&P Global
This roundtable will delve into the essential steps for converting raw data into AI-ready assets. Our discussion will cover the importance of providing linked, metadata-enriched data and the necessity of cleansing textual documents to eliminate errors, making them suitable for machine-readable analysis. We will also tackle the complexities of incorporating non-textual data into large language models (LLMs). Participants will share insights on utilizing business and finance-specific prompts, designed to integrate seamlessly with client-side models and proprietary data.
Facilitator: David Coluccio, Head of Distribution Solutions, S&P
Modernizing Fixed Income Markets by Tradeweb
Explore how the fixed income ecosystem can be connected with data for more precise investment management. How is data increasing liquidity and transparency? How are portfolios benefiting from more accurate data? How does AI and ML factor into to the next generation of indices and benchmarking? What does the future hold for more informed pricing?
Facilitator: Cameron Wallace, Director, Tradeweb
Architecting Public Cloud Hosted Enterprise Platforms by LSEG
What is the ideal architecture as more market data platforms migrate to the cloud? What are the essential features that should be included, and the best strategies for implementing such changes? This roundtable discussion will explore the critical aspects of migration and implementation in depth, aiming to uncover both the shared perspectives and unique viewpoints from roundtable participants.
Facilitator: Matt Eddy, Global Head of Real-Time, LSEG
Current Challenges and Opportunities in Market Data Administration by Bloomberg
How can market data providers, vendors and consumers effectively manage their respective administrative burdens in the face of increasingly complex market data licensing, entitlement and reporting requirements? This roundtable will provide an opportunity for market data professionals from across the community to share ideas and insights on the latest developments in market data administration.
Facilitator: Jessica Horsfall, Global Exchange Relationship Management, Bloomberg L.P.
Driving Workflow Efficiency with Data in Fixed Income Markets by ICE
Join our team of experts to discuss how industry peers are utilizing comprehensive data, combined with robust technology and delivery mechanisms to unlock transparency and efficiency across fixed income markets.
Facilitators: Jonathan Parisi, Senior Director, ICE
Joe Rubino, Senior Sales Executive, ICE
Ryan O’Shea, Senior Director, Pricing Reference Data, ICE
Leveraging GenAI in Financial Information Industry
Senior executives review the current state-of-play and forecast how GenAI will revolutionize market data workflow. Share your thoughts (and questions) with the speakers from Monday’s lead-off panel on the challenges and opportunities presented by AI for the industry.
Facilitators: 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
Debbie Lawrence, Group Head of Data Strategy and Management, LSEG
Talent Pipeline: Hiring the Future of Market Data
This is your chance to chat with these senior executives on the causes and solutions for the current talent crunch - and what the next year might hold. Discuss the best transferable skill-sets into market data roles, global teams, and the industry's role in promoting itself to prospective talent.
Facilitator: Courtney Munro, Relationship Manager, NYSE
India – Accessing Dynamic Markets
India’s capital markets have outpaced global benchmarks over the past 24 months and show little sign of slowing down. Regulations and market access mechanisms are adapting to cater to increased international interest. Our India experts will lead a discussion on developments in this hot spot on the international capital markets landscape.
Facilitator: Peter Tierney, Founder, Saquish Partners
New Consumption Models for Market Data
Follow up with the speakers from the morning's session on data consumption models - the prospects for more standardization, the impact of new technologies, and the challenges posed by licensing.
Facilitator: Rich Winter, Global Head, Market Data and Information Analytics, Fenics
Rising Stars: Meet the Future of Market Data
Meet the 2024 WFIC Rising Stars Fellows and preview with them their panel discussion on Day 3 of WFIC. Discuss the creation of impactful professional development opportunities, learning from prior generations of talent, and how rising stars see the industry changing in the next five years.
Facilitator: Chris Grant, VP, Market Data, OTC Markets
- Tuesday
AI: Opportunities and Challenges by S&P Global
Small group discussion on the opportunities to accelerate decision making and synthesize a broad range of content while acknowledging the need for data rights and accountability.
Facilitator: James Elder, Head of Market Development, Credit Solutions, S&P Global Market Intelligence
Direct Connectivity for Clients: On Premise, Cloud or Hybrid Solutions by Deutsche Boerse Group
Join us for an insightful roundtable discussion on the evolving landscape of market data connectivity. We’ll delve into the shift towards direct connectivity for real-time data, the impact of cloud technology on trading latency, and the balance between connectivity costs and benefits. Lets discuss requirements and solutions for a world, where data and services are running in corporate datacenters and multiple cloud environments and discover how emerging technologies are set to shape the future of trading and data access.
Facilitators: Dr. Sven Wohlfarth, Director Data Services Operations, Deutsche Börse
Simona Zary, Vice President, Head of Key Account Sales, Deutsche Börse
Optimizing Market Data Licensing for AI Applications: Exchange and Vendor Insights by LSEG
To fully harness AI's potential, organizations must work to overcome limitations and implement guardrails to keep technologies on track. Join us for this roundtable, where we will explore market data licensing considerations and frameworks for AI use cases - from both the exchange and vendor perspective.
Facilitator: Debbie Lawrence, Group Head of Data Strategy and Management, LSEG
Geoff Hammond, Head of Market Data, LSEG
Kerry Baker Relf, Group Director, Data Acquisition & Rights Management, LSEG
Leveraging Fixed Income Data to Enhance Efficiency by MarketAxess
Explore the intersection of data and trading across global credit markets, focusing on market structures, regulatory environments, and execution strategies. We will cover the integration of various data products and strategies for addressing data quality disparities, and approaches for leveraging pre-trade data in fixed income markets.
Facilitators: Paulo Costa, Global Head of Data Sales, MarketAxess
Julien Alexandre, Global Head of Research, MarketAxess
What’s It Worth? Valuing Data
Delve into determining the value of data to an organization especially in an environment in which costs rise and data product offerings proliferate. How value is defined and assessed? How do you optimize value? How do you assess value across diverse commercial regimes?
Facilitator: Kristin Hochstein, Global Head of Pricing and Reference Services, LSEG
David Taylor, CEO, Exegy
Steve Hansen, Global Head of Market Data, Davidson Kempner Capital
The Evolution of Financial Desktops: Embracing Interoperability
Dive deep in an interactive follow up from today’s earlier panel. Discuss pain points, benefits and how to get the best value, as well as what you think the future outlook for desktops will be.
Facilitators: Tim Baker, Managing Director, Financial Services Practice Lead, Expero Inc.
European Consolidated Tape
Meet with experts and get your pressing questions answered on EU Consolidated Tape. We’ll be continuing the conversation with a focus on technical steps and predictions on the roll out.
Facilitators: Mike Bournes, Business Development Manager, EuroCTP
Will Cowling, Senior Market Data Compliance Analyst, QuantHouse
Stephen Dorrian, Senior Director, Head of Market Data & Access Services, Europe - Cboe Global Markets
Sallianne Taylor, EMEA Head of Government Relations, Bloomberg LP
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?
Facilitator: Naftali Cohen, Global Head of Partner Cloud Strategy, LSEG
Alternative Data as a Decision Asset
Join us to discuss how alternative data can be used in the decision-making process. Bring your own examples, questions, and the obstacles to using alternative data. We’ll dive deeper into the future of alternative data and how technology and regulation could impact this field.
Facilitator: Konstantinos Vafeidis, Associate, Neudata
Data Licensing in the Age of AI
AI is the hottest trend of 2024 and our industry isn’t exempt. Join us to discuss the earlier panel, how contracts should handle issues like traceability and data quality. What are your thoughts on standards, IP and creativity in the age of AI?
Facilitators: Trey Berre, Managing Director and Global Head of CME Data Services, CME Group
Amjad Zoghbi, Head of Solution Engineering, TRG Screen
