FISD Toronto

Date: Wednesday, November 18, 2015

Location: RBC Centre, 155 Wellington St W, 11th Floor

Reception Location: Elephant & Castle, 212 King Street


(Employees of member firms attend for free / non-members attend for $250)

Not sure if you are an FISD member? Click here.

Wednesday, November 18

3:30 p.m. - 4:00 p.m.

Registration & Networking

4:00 p.m. - 5:30 p.m.


4:05 p.m. - 4:10 p.m.

Welcome and Introduction

Tom Davin, FIA, Managing Director, FISD

4:10 p.m. - 5:00 p.m.

Managing Market Data in Today's Environment

Managing market data is no simple task in today’s environment.  A myriad of influences and changes create challenges for even the most experienced veterans in this field . Panelists will cover a number of issues including the ever-demanding compliance and regulatory angle as well as the rapidly changing technology space and the increasing pressures to contain costs.


Richard Carleton, Chief Executive Officer, CNSX Markets Inc.


Manon Amyot-Lake, FIA, Director | Head of Global Market Data Services , BMO Capital Markets

Rares Pateanu, Executive Consultant, RLP Pateanu

Maurice Severin, Managing Principal, Market Data Company

Matthew Spedden, Global Head of Equities and Market Data Solutions, Morningstar

5:00 p.m. - 5:05 p.m.

TickSmith Corp.- member update


Francis Wenzel, CEO, TickSmith

5:05 p.m. - 5:20 p.m.

Open Standards, Regulation and Change

A myriad of overlapping global regulations are requiring financial institutions to appropriately classify and identify all financial instruments. The Financial Instrument Global Identifier (FIGI) is well positioned to provide a single, comprehensive solution that goes well beyond the current closed, proprietary numbering schemes.  

  • What is the difference between a standard and an Open Standard?
  • Will regulation tempt closed numbering systems to become open?

Corby Dear, Open Symbology Project Manager, Bloomberg

5:20 p.m. - 5:30 p.m.

FISD Update

Tom Davin, FIA, Managing Director, FISD

5:30 p.m. - 7:30 p.m.

Networking Reception

Reception Location: Elephant & Castle, 212 King Street