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March 21, 2024 @ 3:00 - 7:00 p.m.

Hosted by State Street, One Congress Street, 12th Floor, Boston, MA 02110

Members – Free | Nonmembers – $500

Walk-ups for this event are not allowed. You will need a government ID and proof of registration for security.

Please note that this event has limited capacity.  Should the event become fully subscribed, FISD reserves the right to limit the number of delegates attending per firm.  This may require removing some registrations in excess of the per company limit.  The purpose of this policy is to ensure a diverse member audience with a mix of consumers, vendors, exchanges, and others.

Agenda

3:00 – 3:30 p.m.

Registration & Networking

3:30 – 3:35 p.m.

FISD Opening

Courtney Doyle McGuinn, Program & Project Director, Americas, FISD

3:35 – 3:40 p.m.

Host Welcome

Tiffany Hu, Managing Director, Head of Vendor Management, State Street Global Advisors

3:40 – 4:20 p.m.

Panel – View from the Buy-Side & Focuses for 2024 & Beyond

The discussion will cover:

  • 2024 challenges, transformations and strategic focuses for the buy-side.
  • Market data space emerging areas of concentration (e.g., AI, data infrastructure re-engineering, data analytics/data governance)
  • Industry developments (e.g., UK regulator FCA market data cost study, market data pricing recent whitepaper)

Moderator – Tiffany Hu, Managing Director, Head of Vendor Management, State Street Global Advisors

Michael Blasi, Global Head of Market Data, Allspring Global Investments

Jason Koulouras, Global Market Data Leader, Bridgewater Associates

Trisha Perona, Director, Market Data Services, Fidelity Investments

Jeffrey Wechselblatt, General Counsel, Lone Pine Capital LLC

4:20 – 4:25 p.m.

New Member Introduction – Bitvore

Vera Silver, Chief Information Officer, Bitvore

4:25 – 4:50 p.m.

Fireside Chat – State of Institutional Adoption of Digital Assets

Hear about the state of investor adoption of digital assets and the importance of trustworthy data sources for the development of the industry. Listen to some of the key measures needed to bridge the gap between TradFi and DeFi.

Tim Rice, Cofounder, CEO, Coinmetrics

Ramine Bigdeliazari, VP of Product, Fidelity Digital Assets

4:50 – 4:55 p.m.

New Member Introduction – The Innovation Engine

Rob Haddad, Founder and CEO, The Innovation Engine, Inc.

4:55 – 5:05 p.m.

An Acquisition to Deliver Full-Stack Market Data Solutions Globally

In November of 2023, TNS acquired West Highland Support Services, a financial market data solutions provider.  Hear about the marriage of these two entities and what the future holds.

Steven Roe, CEO, West Highland Support Services, Inc.

5:05 – 5:15 p.m.

FISD Update

Tracey Shumpert, VP, Membership & Programs, FISD

Trip Wadleigh, Global Head of Relationship Management, TRG Screen

5:15 – 7:00 p.m.

Networking Cocktail Reception

SPEAKERS

Host

2024 Global Sponsors

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