Greetings from the Platinum Sponsor
Holger Wohlenberg
Managing Director, Deutsche-Boerse

• Reference Data Solutions from Other Industries
  How does the other half live? An industry executive with experience in the financial and medical industries compares and contrasts the reference data issues and challenges in each industry.
  
  Kay LaBare, Sr. Director, Planning and Program Management, NASD

• Case Study: Overcoming the Challenge of
  Cleansing your Counterparty Data:
  An Analysis of the London Stock Exchange’s Pilot Service
  * Examining the benefits of adopting a hybrid solution which offers data sharing and proactive cleansing of data through a team of specialist data analysts
  * A new web based data cleansing software tool to compare multiple internal databases against external sources
  * Assessing the results of the pilot service through the views of participating customers

  Mark Husler, Head of Reference Data, London Stock Exchange

• Case Study: Development of Client Driven Reference Entity Linkage Solution for the CDS Market
  * Background on the "CUSIP-linked entity Markit code" or "CLIP".
  * CUSIP helping financial markets with new asset class coverage.
  * Understanding the client's requirements for additional linkage.
  * Launching "Reference Entity Link" after successful pilot.
  * Providing an add-on service to the Markit RED
  
  Darren Purcell, Product Manager, Standard & Poor's Securities Classifications

• Case Study: Counterparty Data Cleansing
  * Regulatory requirements by Basel II / KYC / Sox and Patriote Act putting increased pressure on financial institutions to get their counterparty data right
  * Existing sources for legal entity data fail to deliver the required level of accuracy and timeliness
  * Deutsche Börse's latest associated company Azdex has already established a worldwide approach to provide accurate counterparty data verification services
  * With an alternative utility business model Azdex is helping their clients to benefit from data cleansing expertise and each others legal entity intelligence
  
  Markus Heer, Director, Back Office Data & Analytics, Deutsche Börse AG

• The Counterparty Risk & Compliance Challenge
  The challenges of complying with anti-money laundering regulations in multiple jurisdictions around the globe, as well as managing counterparty credit risk, have significant implications for data management requirements. This session will highlight:
  * The data requirements and complexities of multi-jurisdiction compliance
  * Data sourcing to meet entity identification requirements
  * Underlying technology requirements
  * Employing rules-based workflows for data review and business decisions around customers

  Panelists:
  Hubert Holmes, EVP Cicada
  Christoph Lammersdorf, Managing Director, CounterpartyLink
  Iman Szeto, Vice President - Worldwide Data Support, Northern Trust Company
  

• The Realities of Implementing Standards
  for Reference Data Management
  Experience shows us that standards are a good thing for IT solutions - but data representation standards have been lacking in the reference data space. Why? Join this panel of industry standards experts in an interactive discussion about the lifecycle of standards - from inception to implementation - and the effect it has on the bottom line. Gain an understanding of the incentive for developing true industry standards and those emerging standards that will affect our industry the most. Hear about the benefits of incorporating standardized data across the enterprise and what motivates solution providers to incorporate standards into their products.

  Moderator:
  James Hartley, Chief Technologist, SIIA/FISD
  Panelists:
  Jean-Marie Eloy, S.W.I.F.T. scrl
  Paul Kennedy, VP, Product Management, GoldenSource
  Nat Sey, Manager, Infrastructure & Delivery, FT Interactive Data
  

Track #2: Market Data

• Show Us the Data: New Exchange Products
  Exchanges are quickly developing new and innovative data products and many exchange deliver these products directly to customers. What products are they offering? How do exchanges gather customer feedback and evaluate new products? Are more customers connecting directly? What kind of partnerships have been forged? What type of technologies are being utilized? Does this additional transparency help or hurt market quality?

  Moderator:
  David Anderson, Editor, Inside Market Data Reference and Principal of Atradia Consulting
  Panelists:
  Claude Courbois, Associate Vice President, Market Data Product Development, The NASDAQ Stock Market
  Jason Keady, General Manager, Information Services, Australian Stock Exchange Ltd
  Axel Schorn, Head of Product Design, Front Office Data & Analytics, Market Data & Analytics, Deutsche Börse AG
  Andre Went, Managing Director, Information Services, Euronext
  

• We Must Overcome: The Bandwidth & Transaction Rate Challenge
  Our industry is awash in data. The peak traffic rates increase on an almost daily basis for each step in the distribution chain . Regardless of whether this megabyte-sized flood is driven by competitive or regulatory pressures, it threatens the profitability, and even viability, of a large number of market data industry players. This panel will review the current state of affairs - how bad is the problem and what is being done to mitigate it - and look at future developments that might add new challenges.

  Moderator:
  Leo McBlain, Chairman, Financial Information Forum
  Panelists:
  David Berry, Global Head, Market Data Services, Société Générale
  Wendy Morgan, Head Of Information Products, London Stock Exchange
  Chris Pickles, Manager, Industry Relations, BT Radianz
  Jeff Wells, Senior Vice President, Product Development, Reuters
  

• Solving Market Data Issues as an Industry: Best Practices
  Market data consumers and vendors are dependent on an enormous number of content creators and aggregators that provide valuable, high-quality content that is the life-blood of the financial industry. Unfortunately, these providers employ a wide variety of business, commercial, and product management models that constitute a huge burden on the entire industry as downstream vendors and consumers struggle to comply. Are these diverse practices critical sources of competitive advantage for the data providers or only annoying distinctions without a difference.

  In this panel, market data consumers and vendors discuss why standards are needed, what the FISD best practice recommendations are, and how they were developed. Exchanges will give their perspectives on best practice recommendations - their general and specific concerns about the best practice recommendations. Which recommendations are already, or easily, adopted and which ones are more problematic? The panel and the audience will be encouraged to give feedback on the existing recommendations and the policy and practice areas that need future attention.

  Moderator:
  Jeannie Merritt, Director, Market Data Distribution, The NASDAQ Stock Market, Inc.
  Panelists:
  Juan Corchete-Canavan, Associate Director, Market Data Specialist, UBS AG
  Lai Kok Leong, Vice President, Data Services, Singapore Exchange Ltd.
  Claire Pons, Senior Region Manager - Europe, Global Data Acquisition, Thomson Financial Limited
  Jean-Yves Trempe, Director, Market Data Services, Montreal Exchange
  Leo Vozel, Industry Consultant, Jordan and Jordan
  

• The Expanding Asian Market
  If you have not yet gotten the Asian message on exchange business being transacted, this panel will provide briefings from four key markets, and on the information products they sell so that the world can connect to them, and participate in them.
  
  Moderator:
  Thomas Krantz, Secretary General, World Federation of Exchanges
  Panelists:
  Roger Lee, Senior VP, E-Business & Information Services, Hong Kong Exchanges & Clearing Limited
  Jeong-woo Kim Senior Vice President, IT Resources, Korea Exchange
  Lai Kok Leong, Vice President, Data Services, Singapore Exchange Ltd.
  Daisuke Tanaka, Manager, Information Services Department, Tokyo Stock Exchange
  

• The Asian Commercial Environment
  Senior executives from major Asian financial information players discuss the challenges and trends associated with collecting and selling market data in Asia. How is working in the Asian markets different from Europe or North America? What are the differences among the Asian markets?
  
  Moderator:
  Samara Zwanger, Editor, Inside Market Data
  Panelist:
  Stephen Lai, CEO, NextVIEW Group
  Kevin Morgan, Global Head, Equity Pricing Data Operations, Reuters Swaminathan, CEO, IRIS
  

• The Financial Industry: Emerging Trends and Players
  Changes in the financial industry are perhaps the biggest single driver of changes for the financial information industry. Understanding the road ahead is critical for all players in the market data and reference data industries. A noted observer of the global financial markets provides his thoughts on the financial industry and the developments and companies that will shape it over the coming years.
  
  Andrew Hill, Financial Editor, Financial Times
  

• Sector Perspectives
  Executives from three key industry players share their perspectives on the current state and future considerations for the major segments of the financial markets.
  
  Moderator:
  Gabriella Stern, Senior Editor, Dow Jones Newswires EMEA
  Panelists:
  Markus-Alexander Flesch, Eurex Zurich AG
  Garry Jones, Chief Executive Officer, ICAP Electronic Broking, Europe
  William O'Brien, Senior Vice President, Market Data Distribution, The Nasdaq Stock Market, Inc.
  

• Changes for the Financial Information Industry
  A diverse panel of industry experts considers the present and the future of the financial information industry in light of the various changes and challenges that it faces. What will vendors, exchanges, and content providers need to do to succeed? What's the next big thing?
  
  Moderator:
  John Blossom, President, Shore Communications
  Panelists:
  David Berry, Global Head, Market Data Services, Société Générale
  Mike Bergmeijer, Vice President and Managing Director, International, Dow Jones Newswires
  Werner Bürki, Member of the Management Board, SWX Swiss Exchange