Full Agenda 2010

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

9.00 *Keynote Address*: Enabling business opportunities through a solid market and reference data foundation

Joseph Squeri, Managing Director, Global Head of Equities Trading Technology and Co-Head of Securities Technology, GOLDMAN SACHS

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
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, Former, Senior Vice President, Citi Architecture & Technology Engineering, CITI, Director - Business Intelligence, YELLOWBOOK

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

Moderator: Tom Jordan, Advisory Chair, FINANCIAL INFORMATION FORUM
Michael Eldar, Manager - Data and Counterparty Maintenance, AIG
Steve Hansen, Vice President, Manager of Market Data, SOCIETE GENERALE
John Panzica, Director Sales, Financial Services, EQUINIX

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?

Moderator: Dan Shpak, Director of Information Technology, NIKKO ASSET MANAGEMENT AMERICAS
Vikas Delory, Vice President, Enterprise Data Group, MORGAN STANLEY
Guillaume Complainville, Director, Global Head of Strategy and Change for Reference Data, BARCLAYS CAPITAL
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

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
Randall Hopkins, Senior Vice President, Global Data Products, NASDAQ OMX GROUP
Bill Lee, Vice President, MORGAN STANLEY
Don Madura, Global Head of Real Time Market Data, CITIGROUP
Anthony Sarno, Senior Sales Executive, EURO MTS

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?

Moderator: Amy G. Harkins, Senior Vice President, Global Corporate Events, BNY MELLON
Marc Alvarez, Senior Director, Reference Data Infrastructure for Interactive Data Pricing and Reference Data, INTERACTIVE DATA CORPORATION
Ranjit Chatterji, Managing Director, Global Head of Network Management, Securities and Funds Services, CITI
Deborah Culhane, Chief Operating Officer, FIDELITY ACTIONS XCHANGE
Elizabeth Krow, Vice President, U.S. Corporate Actions, BLACKROCK
Nanda Kumar, Product Director, SIX TELEKURS

12.55 Lunch break

14.00 Case Study:
Money for nothing: Controlling your market data spend

Carl Sundbom, Global Head, Market Data Architecture, BARCLAYS CAPITAL

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

Suresh Jayaraman, Vice President, Firm Risk Management Technology and Data, MORGAN STANLEY

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

Moderator: Sergey Bushlyar, CIO & CTO, SERLEN CORP
Todd Hazelkorn, Financial Engineer, INFINIUM CAPITAL MANAGEMENT
John Netto, President, M3 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

Moderator: Mike Atkin, Managing Director, EDM COUNCIL
Tony Brownlee, Managing Director, Data Solutions, KINGLAND SYSTEMS
David Goldberg, Managing Director, Client Data Management, BNY MELLON
Suresh Jayaraman, Vice President, Firm Risk Management Technology and Data, MORGAN STANLEY
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

Moderator: Neil Holstein, Head of Low Latency Infrastructure, CREDIT SUISSE
Falke Bruinsma, Chief Architect, WebSphere Front Office and Low Latency Messaging, IBM
Joe Bigane, Managing Director, Interactive Data 7ticks, INTERACTIVE DATA CORPORATION
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

Moderator: Baldwin Smith, Director, Fixed Income, CREDIT SUISSE
David Askin, Co-founder, BVAL, BLOOMBERG
Perry Beaumont, Head of Evaluated Pricing Research & Operations, SIX TELEKURS
Kerry Ann White, Managing Director, Global Product Management, BNY MELLON ASSET SERVICING

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

ROUNDTABLE 3:
Hosted by: Anthony Sarno, Senior Sales Executive, EURO MTS
Topic: Algorithmic Trading and Fixed Income

ROUNDTABLE 4:
Hosted by: Carl Sundbom, Global Head, Market Data Architecture, BARCLAYS CAPITAL & Amanda Jones, Global Head of Market Data, BARCLAYS CAPITAL
Topic: Strategy planning for commercial market data teams

ROUNDTABLE 5:
Hosted by: John Netto, President, M3 CAPITAL
Topic:Investing with a risk budget: Combining strategy and structure to enhance portfolio alpha

16.20 INSIDE REFERENCE DATA's

** Champagne Roundtables **

ROUNDTABLE 6:
Hosted by: Peter Serenita, Global Head of Data Management, HSBC
Topic: Client Reference Data Management Strategies

ROUNDTABLE 7:
Hosted by: David Blaszkowsky, Director, Office of Interactive Disclosure, US SEC
Topic: Next steps: The impact of standardization on the industry

ROUNDTABLE 8:
Hosted by: Tom Dalglish, Independent Data Specialist,
Topic: Building a strategic reference data platform

ROUNDTABLE 9:
Hosted by: Perry Beaumont, Head of Evaluated Pricing Research & Operations, SIX TELEKURS
Topic: Evaluated pricing

17.50 Chairperson's closing remarks

19.15 Inside Market Data & Inside Reference Data Awards 2010