May 1, 2024 @ 2:30 - 7:00 p.m.
Hosted by Morningstar
22 W Washington St #7, Chicago, IL 60602
Members – Free | Nonmembers – $500
Join us in Chicago for our event which will highlight thought leadership and member insights from prominent members and industry experts. After the program, catch up with your colleagues and make new contacts during our networking reception.
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 | |
|---|---|
|
2:30 – 3:00 p.m. |
Registration and Networking |
|
3:00 – 3:05 p.m. |
FISD Welcome Courtney Doyle McGuinn, Program & Project Director, Americas, FISD |
|
3:05 – 3:10 p.m. |
Host Welcome Rick Schmehl, Global Head of Sales, Morningstar |
|
3:10 – 3:55 p.m. |
Presentation – Enhancing Portfolio Coverage: Strategies for Sourcing Data, Navigating Partnerships, and Adding Value Join us for an engaging session as we explore strategies for navigating portfolio coverage and adding value in the financial services industry. Morningstar’s subject matter experts will discuss market trends, portfolio coverage strategies, and the value added through partnerships and unbiased analytics. James Caparosa, SVP, Platform Partners Manager, Morningstar |
|
3:55 – 4:05 p.m. |
Presentation – Futures & Options – Where Are We Today? Hear about the state of the futures and options industries from various angles: retail, institutional, supply chain, market data and software trends. Between large retail brokerages being approved very recently, the shift for institutional money into commodities, and the large uptick in options volume, there will be a good amount to cover in this space. Mark Haraburda, CEO, Barchart |
|
4:05 – 4:50 p.m. |
Panel – How News Moves Markets Hear interesting insights into how important news is within the financial services community, how companies integrate news into their own products, how news complements other market data sources, and interesting use cases and ideas to visualize news data. Listen to some real-life use cases on how firms leverage news data, integrate it into their platforms, customize their user experience, etc. Moderator – Bill Bierds, President & CBDO, BCC Group |
|
4:50 – 4:55 p.m. |
New Member Update: Datagum Limited Richard Jones, Chief Operating Officer, Datagum Limited |
|
4:55 – 5:25 p.m. |
Operationalizing AI with 3rd Party Data & Snowflake Witness a demonstration of a forecasting framework with Snowflake while leveraging 3rd party data from the Snowflake marketplace. Tom Gray, Principal, Financial Services Data Collaboration, Snowflake |
|
5:25 – 5:35 p.m. |
FISD Update Tom Davin, Managing Director, FISD |
|
5:35 – 7:00 p.m. |
Networking Cocktail Reception |
Host
Sponsor
2024 Global Sponsors
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