Webinar: The opportunities and challenges of open source symbology

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October 20, 2016

Welcome to A-Team Group’s webinar:

The opportunities and challenges of open source symbology

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October 20, 2016

Moderator:

Sarah Underwood, Editor, A-Team Group

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Panel Member: Richard C Robinson, Head of Industry Strategy and Initiatives for Open Symbology, Bloomberg

Areas of Expertise:

• Twenty years of involvement in industry efforts on data and message standards including MDDL, ISO15022, LEI and the precursors to LEI standards; active membership of ISITC, ISO, FISD, EDM Council, X9, SIFMA and ISDA

• Co-founded industry-wide discussions on unique instrument identification in 2000, a discussion that continues

• Experience working with open source and open standards efforts including CloudFoundry, W3C and the Object Management Group’s FIGI

• Founding member of the International Society of Chief Data Officers out of MIT

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Panel Member: John Eliseo, Global Head of Content Modelling, Thomson Reuters

Areas of Expertise:

• Twenty-five years of experience in the financial information services industry

• Past eight years defining information architecture at Thomson Reuters

• A principal architect behind Thomson Reuters Permanent Identifier or Perm ID

• Head of Content Modelling for Financial & Risk

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A brief definition and description of open source symbology Solving the problem of managing multiple identifiersDrivers behind the adoption of open source symbologyRole of the Legal Entity Identifier (LEI) in open source symbologyOther open source identifiers available in the marketA step-by-step process to adopting open source identifiersPotential operational and business benefits of implementationDevelopment of open source symbology over the next few years

Talking Points

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Please explain briefly what is meant by open source symbology

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Could open source identifiers ease the difficulties of managing multiple identifiers?

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Will vendors, industry organisations, banks or regulators drive open source symbology?

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Does the Legal Entity Identifier (LEI) set a standard for open source identifiers?

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What other open source symbologies are available in the market and how do they work?

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What sort of appetite do financial institutions have for open source identifiers?

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What implementation challenges do they present?

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What practical, step-by-step processes can banks take to adopt open identifiers?

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What operational and business benefits can the implementation of open symbology deliver?

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From a data management practitioner’s perspective, what is working well and what is not working so well?

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Success stories of financial organisations working extensively with open source symbology?

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How do you expect open source symbology to develop over the next few years?

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Thank you to our sponsors

Contact us at:

John EliseoHead of Content Modeling

Thomson Reuters

Email: john.eliseo@tr.comPhone: +1(646) 223-8319

Contact us at:

Richard RobinsonHead of Industry Strategy and Initiatives for Open Symbology,

Bloomberg

Email: rrobinson57@bloomberg.net

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