Financial Technologies Forum

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Reference Data

Event Sponsors

Copp Clark

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:
Larry Albin, Principal,
Deloitte

Panelists:
Jeffrey McMillan, Senior Director,
Global Securities Research & Economics Group,
Merrill Lynch
Peter Serenita, Chief Data Officer,
JP Morgan Chase
Baldwin Smith, Director, Fixed Income Research,
Credit-Suisse Securities (USA) LLC
Donna O'Connor, VP, Data Administration,
AllianceBernstein

10:15








Strategies for Taking the Dirty Out of Your Data Without Compromising Quality

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

Panelists:
Alex Golbin, Managing Director,
BlackRock Solutions

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, Assistant Director & Chief Enterprise Architect,
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:
Christopher Richmond, Global Product Management,
The Bank of New York Mellon
Richard Robinson,
Omgeo

12:45Lunch

1:45





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

Panelists:
Rick Alm, Director,
Market Data Strategy & Architecture,
Credit Suisse

2:30


Case Study: Successful Strategies for Centralizing Data and Delivery Across the Enterprise

Speaker:
Joe Lutkevich, Senior Managing Director,
Head of Equity Investments and Market Data Systems,
State Street Global Advisors
3:00

Refreshment Break

3:15

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

Allan D. Grody, President,
Financial Intergroup

4:00Key Drivers for Improving the Automation of Reference Data Management

Panelists:
Peter Serenita, Chief Data Officer,
JP Morgan Chase
Carin Avogardo, Product Manager, Securities Masterfiles & Billing,
DTCC
Ari Marcus, Senior Vice President of Global Data Management Services,
Lehman Brothers

4:45

Conference Adjourns

Price: $895.00