Welcome to the North American Financial Information Summit 2014

By far, the best content of any conference we attend the entire year.
Barry Raskin, Managing Director, SIX Financial Information USA Inc.
Great rendezvous of reference data and market data professionals and thought leaders to exchange throught provoking ideas and best practices to move the industry forward and share success
Sumanda Basu, SVP Internal Audit – Data, Citigroup
I found it to be informative and thought provoking.
Craig Prager, AVP, Bank of America Merrill Lynch
Great networking and very relevant, timely topics.
Charles Fiori, Consultant, Whitaker Securities
Very informative and helpful
Director, Bank of America
Very informative and excellent panel discussions
Fanny Santos, VP, Bank of America Merrill Lynch
The conference provided valuable insight into the state of big data in the Financial Services sphere.
Jeff Scannell, Vice President, State Street
A very relevant and well organized event
Paresh Patel, Executive Director, Nomura Securities
I thought it was well done and well organized. I was able to meet many vendors and associates from other firms working toward solving the same issues I am.
Eric Carmeli, Business Analyst, J.P. Morgan
The conference was very well organized and the discussions within the individual streams were very much in line with what many companies are interested in.
Vice President, Citi
I appreciate the genuine views from industry leaders.
VP – Operational Risk, Royal Bank of Scotland
Well balanced presentation of the challenges in organizing and sponsoring a data management program.
Donna Orlich, Head of Operation Transformation Program, SG
Very good information
Jaskaran, DHaliwal, BNP Paribas
The conference is well organized with very good speakers. The topics are appropriate and timely.
Executive Director, Morgan Stanley
These data professionals cared about transparency, consistency, and collaboration on global standards long before delicate markets and regulatory reform made these ideas "hot" – there is a real sense that their years of legwork can make a difference now.
Anne Elliott, Data Governance Lead / Operations, Angelo, Gordon & Co
This conference brought industry participants on one platform to discuss all major issues related to market data and reference data.
Rajesh Jha, Vice President, Bank of America Merrill Lynch
It is a good informative conference. The conference organized as different panels to discuss different topics is very efficient. The roundtables discussion was also very interesting and practical in exchanging information and experience in some common issues faced by the industry.
Colin Huang, Mizuho
Great snapshot of the current state of the art in data architecture financial services.
Investment Strategist, BNY Mellon Investment Management
Solid conference addressing the issues in the market place.
VP, Guggenheim Partners
I thought conference was better than past years less vendor bashing and that attendance was up.
Director, SpryWare, LLC.
The speakers, panels information was beneficial and can be applied in the real world.
Ann Lurie Berlin, President, Fiddleheads Ltd
Overall, a very good representation of some of the main issues currently facing the financial services industry
David Lontos, SVP Applications, Marco Polo Securities
Forced me to re-think the reference data strategy.
Rajat Bhatnagar, Program Manager CPS, Citi


Keynote Speakers:

Suresh Kumar Suresh Kumar, CIO, BNY Mellon
BNY Mellon
  Steve Randich Steve Randich, CIO, FINRA


Complimentary passes are available to qualified end-uers. CLICK HERE to see if you qualify.


Bringing together market data, reference data and data management executives from leading financial institutions across North America to examine solutions to urgent challenges facing their businesses.

Inside Market Data and Inside Reference Data are proud to announce the 12th annual North American Financial Information Summit.

Attracting over 500 market and reference data executives, the Summit will address key issues faced by data leaders as they continue to navigate the challenges of the unsteady global financial market.

Complying with a wave of regulation and gaining a competitive advantage requires smart business decision making to promote growth and agility. Attending the North American Financial Information Summit provides an unrivalled opportunity to hear from leading industry executives experienced in managing depleting budgets whilst increasing profits.

Designed for and driven by end uses from top financial firms across the US, the event provides an un-missable opportunity to connect with peers, colleagues and industry experts, to discuss critical topics and exchange ideas to improve the bottom line of your business.


The 2014 agenda includes:

  • Market data management in 2014: a change in business culture
  • Assessing and responding to the challenges of the current regulatory landscape
  • Understanding the benefits of the Global LEI system and preparing for transition
  • Using analytics to process, store and manage data more efficiently
  • Modernizing technology infrastructure: a cloudy outlook for 2014
  • Data quality challenges
  • Evolving beyond low latency
  • Pricing and valuations: it all comes down to trust
  • Effective management, distribution and governance of data across the business
  • Determining the value of market data and assessing vendor relationships

North American Financial Information Summit

Sponsorship Opportunities
Sponsoring or exhibiting at the North American Financial Information Summit will enhance your organization’s presence and enable you to maximise your profile with the right audience. To discuss specific packages that could suit your individual requirements, please contact Bene Archbold on +1 (646) 736 1892.



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