FISD Sydney

Date: Tuesday, March 22, 2016

The themes for the Australia March event are data science, KYC and market evolution. Please join us at: 

Location: Reserve Bank of Australia, 65 Martin Place, Sydney 2000, Australia

REGISTRATION CLOSED (Employees of member firms attend for free / non-members pay $250) Not sure if you are an FISD member? Click here.

Tuesday, March 22

3:30 p.m. - 4:00 p.m.

Registration & Networking

4:00 p.m. - 4:05 p.m.

Introduction and Welcome

Welcome remarks and housekeeping


Scott Cooper, FIA, FISD Asia-Pac Regional Representative & Partner, Saquish Partners

4:05 p.m. - 4:25 p.m.

Do you have a KYC Data Strategy?

Reference data is part data and part strategy: where do you put the data, how is it maintained and accessed and how do you avoid different business units duplicating efforts, and spend:

  • You’ve procured your LEI, UTI and UPI data; where are you putting it?
  • Who is helping you to define the rules about it's use?
  • Are you using the same repository across all your business units?


Richard Storey, Head of KYC & On-boarding, Asia Pacific, Thomson Reuters

4:25 p.m. - 4:55 p.m.

Robo-advisors: what's now, what's new, what's next - and at what cost?

Review on market data for robo-advisors, non-display fees across different markets, asset classes  and distribution royalties; is everybody aware of the obligations? 

How will robos differentiate going forward: will it be by alignment with dealer groups for full service scalable advice solutions?  Will it be by offering differentiated active/strategic beta strategies? Will it be a race to zero on cost?


Sam Marshall, Manager, Wholesale Portfolio Products, IRESS Limited

Giovanni Ravone, Head of Innovation, Rubik

Andrew Whelan, Head of Advisor Solutions, Morningstar

4:55 p.m. - 5:35 p.m.

Cost Control is here to stay

Controlling costs has always been an objective.  But in the years since the financial crisis that mantra has been ever more to the fore. Eight years on what is the modern approach to cost control? Are there any new areas for cost control/spend recovery?  We discuss new techniques alongside the tried and tested.


Michelle Ansell, Global Head of Market Data, Macquarie

David Dubery, Director, European/APAC Operations, The Roberts Group

Martin Finniss, Global Head of Market Data, Macquarie Group

David Kenny, Market Data Manager, National Australia Bank

5:35 p.m. - 5:50 p.m.

Data Science - what will it mean for you?

David Raper, ASX General Manager - Trading Services will provide the FISD community with an update on ASX's Data Analytics business. This is a new data business at ASX offering new potential initiatives with ASX's data.


David Raper, General Manager, Trading Services, ASX

5:50 p.m. - 5:55 p.m.

FISD Update & Event Calendar

Update on FISD activities, the event calendar and the FIA certification program.


David Anderson, FIA, Program Director, FISD/Atradia

5:55 p.m. - 6:00 p.m.

Closing remarks and drinks reception

Announcements about content for future events


Scott Cooper, FIA, FISD Asia-Pac Regional Representative & Partner, Saquish Partners

6:00 p.m. - 7:30 p.m.

Networking Reception