Full Agenda 2010

Lee Hartt, Publisher, INSIDE MARKET DATA & INSIDE REFERENCE DATA

9.00 Keynote Address

Stream 1: Inside Market Data

Stream 2: Inside Reference Data

9.45 Chairperson's opening remarks: Max Bowie, Editor, INSIDE MARKET DATA

9.45 Chairperson's opening remarks: Tine Thoresen, Editor, INSIDE REFERENCE DATA

9.50 End user panel: Still doing more with less

• More: Getting what you want from vendors
• Less: Working with a shrinking budget
• Leveraging existing resources and licenses to deliver growth and savings
• Making consolidation work: Getting the most out of integration
• Negotiation, negotiation, negotiation: Working with vendors and exchanges to get value

Moderator: Edmund Flynn, Director, Market Data Services, FIDELITY INVESTMENTS
Lila Gordem, Americas Regional Manager for Business Analysis and Projects team for Market and Reference Data, CREDIT SUISSE
Catherine Louisy-Louis, Head of Global Investment Data Administration, CITI PRIVATE BANK
Mark W. Januszka, Vice President, Market Data, HSBC SECURITIES
Scott Redstone, Head of Data Acquisition and Vendor Management for Electronic Trading, BANK OF AMERICA – MERRILL LYNCH

9.50 End user panel: The future state of reference data budgets, standards and infrastructures

• Cost control: Reviewing budgets and decisions made in 2009
• Can price increases be justified in today’s market?
• The rally for open standards: How can a change in the standards space help break down barriers and create a fair marketplace?
• Assessing the likelihood of the introduction of a reference data utility to help manage systemic risk

Moderator: Norman Brower, Executive Director, Reference Data Solutions, MORGAN STANLEY
Carmela Balassiano, Director, Reference Data Services - Global Capital Markets, DEUTSCHE BANK
David Blaszkowsky, Director, Office of Interactive Disclosure, US SEC
Steve Ellenberg, Vice President, Global Index Licensing Coordinator, CREDIT SUISSE
Thomas Llaneza, Data Governance, GE ASSET MANAGEMENT
David C. Steinberg, Senior Vice President, Citi Architecture & Technology Engineering, CITI

10.35 Morning break

11.05 Case Study: Distortions in tick data from a high-frequency trading perspective

Irene Aldridge, Managing Partner, Quantitative Portfolio Manager, ABLE ALPHA TRADING, LTD

11.05 Case Study: Building a new risk platform: Top 10 lessons

Marc Baumslag, Global Head of Risk IT, UBS

11.25 Panel: Capacity - Cranking down the volume

• Expect the unexpected: Practical planning for a capacity crisis
• Staying afloat in a deluge: Emergency measures when volumes strike
• Leveraging on-demand, hosted and outsourced services to handle market volatility
• Working with venues and data providers to mitigate data volumes at source
• Reducing the volumes of data you process and generate

John Panzica, Vice President, Financial Services Practice, SWITCH AND DATA
More speakers to be confrimed shortly

11.25 Panel: Enterprise data management - Creating a foundation for change

• Identifying ways to enhance technology to reduce overall costs
• The focus on small scale projects tailored to meet business requirements
• Best practices for aligning data management projects with risk management and compliance programs
• Golden copy: Is one enough?

John Bottega, Chief Data Officer - Markets Division, FEDERAL RESERVE BANK OF NEW YORK
Vikas Delory, Vice President, Enterprise Data Group, MORGAN STANLEY
Rick Enfield, Product Business Owner, ASSET CONTROL
John Place, Vice President Product Management, Global Data Solutions, STANDARD & POORS
John Mason, CEO DClear Utilities, SMARTSTREAM TECHNOLOGIES
Kim Wolfe, Global Head of Reference Data, BARCLAYS CAPITAL

12.10 Panel: Share Wars: Exchange Empires Strike Back

• The impact of consolidation and fragmentation on the value of data
• Building products that deliver more value from exchange data
• Changing times, changing policies: New licenses and their implications
• Setting standards for usage reporting and audits
• Dark pools in the spotlight: The potential impact of new regulations on "lit" pools and market data

Moderator: Ludwig A. D’Angelo, Executive Director, IB Tech Trading Technology, JPMORGAN CHASE
Bill Lee, Vice President, MORGAN STANLEY
Michele Surdez, Director, Market Data Services, BANK OF AMERICA MERRILL LYNCH

12.10 Panel: Corporate actions - The quest for quality data, people and processes

• Identifying optimal processes for handling data inconsistencies
• Removing manual processes in the corporate actions lifecycle, and retaining talent
• The next generation: What is the expected take-up of ISO 20022 and XBRL for corporate actions?
• Assessing alternative models: Can certain processes be outsourced to vendors?

Deborah Culhane, Chief Operating Officer, FIDELITY ACTIONS XCHANGE
Amy G. Harkins, Senior Vice President, Global Corporate Events, BNY MELLON
Elizabeth Krow, Vice President, U.S. Corporate Actions, BLACKROCK
Nanda Kumar, Product Director, SIX TELEKURS

12.55 Lunch break

14.00 Case Study:
Approaches to market data management in Asia

Jeremy Green, Global Head of Market Data, STANDARD CHARTERED BANK

14.00 Case study:
Data challenges with complex derivatives and structured products

Suresh Jayaraman, Head of Information Architecture, Enterprise Risk Management, AIG

14.20 Panel: Quality, not quantity: The importance of prices to P&L

• What's hot: Sourcing data on the top products in 2010
• Harnessing the potential of emerging markets
• Using indexes to reduce the risk of entering new markets
• Ensuring timely and accurate valuations for illiquid assets
• The changing role of research and ratings in the investment process

John Netto, President, M3 CAPITAL
Carl Sundbom, Global Head, Market Data Architecture, BARCLAYS CAPITAL

14.20 Panel: Counterparty risk: The data challenge

• Sourcing and capturing accurate and sufficient counterparty data to monitor exposure levels and mitigate risk
• Looking forward: Preparing your counterparty data management for the next regulatory move
• Strategies for measuring data quality and pushing for change
• One name for a client: Agreeing on clearly defined standards

Tony Brownlee, Managing Director, Data Solutions, KINGLAND SYSTEMS
David Goldberg, Managing Director, Client Data Management, BNY MELLON
Suresh Jayaraman, Head of Information Architecture, Enterprise Risk Management, AIG
Peter Serenita, Global Head of Data Management, HSBC

15.05 Panel: Latency - Speed under the 'scope

• Making money from milliseconds: Knowing the value of speed
• If you can't measure, you can't manage: Using tools to identify bottlenecks
• Re-evaluate, re-design: Coding latency out of essential processes
• Move closer: Co-location and other strategies to control external causes of latency
• Legislating latency: Regulatory moves against high-frequency trading and data

Jeremy Green, Global Head of Market Data, STANDARD CHARTERED BANK
Neil Holstein, Head of Low Latency Infrastructure, CREDIT SUISSE
Yuri Salkinder, Director, CREDIT SUISSE

15.05 Panel: Data needs for evaluated prices

• Pricing of complex asset classes: Is there enough data?
• Evaluating the transparency of the price
• Lessons learned from pricing in volatile market conditions
• Accounting standards: Reviewing the impact of recent changes

David Askin, Co-founder, BVAL, BLOOMBERG
Baldwin Smith, Director, Fixed Income, CREDIT SUISSE
Kerry Ann White, Managing Director, Global Product Management, BNY MELLON ASSET SERVICING
John White, Global Head of Market and Vended Data Services, STATE STREET GLOBAL ADVISORS

16.20 INSIDE MARKET DATA's

** Champagne Roundtables **

ROUNDTABLE 1:
Hosted by: Ludwig A. D’Angelo, Executive Director, IB Tech Trading Technology, JPMORGAN CHASE & Bill Lee, Vice President, MORGAN STANLEY
Topic: Exchange fee liability: Is this a sustainable model?

ROUNDTABLE 2:
Hosted by: Robert Wallos, Global Head of Market Data Architecture, CITIGROUP
Topic: Low latency value chain

ROUNDTABLE 3:
Hosted by: Irene Aldridge, Managing Partner and Quantitative Portfolio Manager, ABLE ALPHA TRADING
Topic: Obtaining tick data and the problems embedded with it

ROUNDTABLE 4:
Hosted by: Edmund Flynn, Senior Director, Market Data Services, FIDELITY INVESTMENTS
Topic: Exchange licensing - The need for consistent global standards

16.20 INSIDE REFERENCE DATA's

** Champagne Roundtables **

ROUNDTABLE 1:
Hosted by: Peter Serenita, Global Head of Data Management, HSBC
Topic: Client Reference Data Management Strategies

ROUNDTABLE 2:
Hosted by: David Blaszkowsky, Director, Office of Interactive Disclosure, US SEC
Topic: Next steps: The impact of standardization on the industry

ROUNDTABLE 3:
Hosted by: John Bottega, Chief Data Officer - Markets Division, FEDERAL RESERVE BANK OF NEW YORK
Topic: To be confirmed shortly

ROUNDTABLE 4:
Hosted by: Tom Dalglish, Executive Director, Enterprise Reference Data, JPMORGAN
Topic: Building a strategic reference data platform

17.50 Chairperson's closing remarks

19.15 Inside Market Data & Inside Reference Data Awards 2010