Registration and Networking

FISD Opening
Tom Davin, FISD

Host Welcome
David Garfunkel, Executive Director, Morgan Stanley

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

New Member Introduction (Denominator)

Anders Rodenberg, CEO, Denominator

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

FISD New Member Introduction (OptionsIT)

FISD Update
Tom Davin, FISD

Networking Reception