September 22 @ 3:00-7:30 p.m.

Hosted by Morgan Stanley
750 7^th Avenue, 4th Floor, New York, NY 10019

Members – Free, Non-members – $500

Pre-Registration is required for this event – No Walk-in registrations will be permitted. Registration is closed at this time.

Our program will highlight thought leadership and member insights from prominent members and industry experts. After the program, catch up (in person) with your colleagues and make new contacts.

FISD takes COVID-19 very seriously. FISD will comply with local and national government rules – and the rules/policies of the venue.

No Mask policy at this time.

Documents

Agenda

View a List of Registered Attendees

FISD 2022 Events Calendar

WFIC 2022 Information

FISD FIA Syllabus for Download

FISD Data Licensing Specialist Syllabus for Download

2021 Year in Review – Look Back at our Digital Year

Agenda
3:00 – 3:30 p.m.	Registration and Networking
3:30 – 3:35 p.m.	FISD Opening Tom Davin, FISD
3:35 – 3:40 p.m.	Host Welcome David Garfunkel, Executive Director, Morgan Stanley
3:40 – 4:30 p.m.	Index Data, Industry Collaboration and Effects on Consumers The index data world is growing faster than ever and that is no surprise due to the rapidly changing marketplace, new use cases, and the ever-increasing amount of data. Consumers are looking at novel ways to use data downstream following some of the latest trends like the explosion of ESG. As a result, data continues to be at a premium as index providers expand offerings to provide transparency in this evolving environment. Hear from this panel of experts on the recent discussions in this space and the opportunities that lie ahead. • What are the industry’s needs when it comes to licensing? • What are some of the IP related issues in this space? • How can index providers work with consumers and asset owners? • What are the opportunities in the future? Moderator – Lou Ricciardi, Director and Associate General Counsel, Citigroup Jim Cemprola, Managing Director, Wilshire Robert Maltempi, Vice President, Nomura Sean Wasserman, Vice President, Global Head of Index & Advisor Solutions – Nasdaq Joel Wolfson, Associate General Counsel, Bank of America Merrill Lynch
4:30 – 4:35 p.m.	New Member Introduction (Denominator) Anders Rodenberg, CEO, Denominator
4:35 – 5:05 p.m.	Thought Leadership – Latest Update on the Consolidated Tape Plan This presentation will cover the SEC Market Data Infrastructure Rule and Consolidated Tape (CT) Plan – their current status, competing priorities and potential way forward. Thomas Jordan, President and CEO, Jordan & Jordan
5:05 – 5:10 p.m.	FISD New Member Introduction (OptionsIT)
5:10 – 5:20 p.m.	FISD Update Tom Davin, FISD
5:20 – 7:30 p.m.	Networking Reception