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Reference Data

Event Sponsors

Copp Clark SIX Telekurs

November 5, 2008

Bayards, One Hanover Square, New York, NY, 10004

CPE Credits: 7.0

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8:15Registration and Breakfast with Exhibitors
9:00

Chairperson's Opening Remarks

Julio Gomez,
CEO,
Gomez Markets

9:15Current Challenges and Trends Impacting Reference Data

Moderator:
Jib Wilkinson,
Principal,
Deloitte


Panelists:
Jeffrey McMillan,
Senior Director,
Global Securities Research & Economics Group,
Merrill Lynch
Peter Serenita,
Global Head of Pricing Operations,
JP Morgan Worldwide Securities
Rakesh Nigam, Managing Director,
Barclays Capital

10:15














Data Quality and Business Success.  Or Failure!

Moderator:
Thomas Redman,
"The Data Doc",
Navesink Consulting Group


Panelists:
Alex Golbin,
Managing Director,
BlackRock Solutions
Jeffrey McMillian, Senior Director,
Global Securities Research & Economics Group,
Merrill Lynch
Carin Avogardo, Product Manager, Securities Masterfiles & Billing,
DTCC

11:00

Refreshment Break with Exhibitors

11:15

Overcoming Reference Data Pitfalls Caused by Regulatory & Compliance Pressures

Moderator:
Thomas Jordan,
President & CEO,
Jordan & Jordan

Panelists:
Peter Giordano,
Executive Director,
Head of Equities Management,
CIBC World Markets Corporation
Ken Price,
Chief Executive Officer,
AVOX/Deutsche Borse
Srinivas Bangarbale, Head of Application and Software Development,

U.S. Securities and Exchange Commission

12:00

Tackling Data Management Obstacles Caused by OTC Derivatives

Moderator:
Maryann Houglet,
Senior Vice President, Strategic Consulting,
A-Team Group

Panelists:
Robert Dawson,
Vice President,
Derivatives Product Management,

The Bank of New York Mellon Asset Servicing

Richard Robinson,
Omgeo

12:45Lunch

1:45



 

 

 

 

 



 

Best Practices for Addressing the Integration and Technological Aspects of Data Management

Moderator:
Maryann Houglet,
Senior Vice President, Strategic Consulting,
A -Team Group


Panelists:
Rick Alm,
Director,
Market Data Strategy & Architecture,
Credit Suisse
Jayme Hart, Senior Manager,
Business Information Management,
Capgemini Financial Services

2:30














Key Drivers for Improving the Automation of Reference Data Management

Moderator:

Julio Gomez, CEO,
Gomez Markets


Panelists:
Peter Serenita, Global Head of Pricing Operations,
JP Morgan Worldwide Securities

Carin Avogardo, Product Manager, Securities Masterfiles & Billing,
DTCC

Ari Marcus, Program Manager,
Barclays Capital

Nanda Kumar, Product Director,
Telekurs, Inc.

3:15

Refreshment Break

3:30

Payment and Settlement Systems Regulation and the Implications for an Industry Initiated Reference Data Utility

Allan D. Grody,
President,
Financial Intergroup
     View Presentation

4:15Conference Adjourns