August 2010: FIF Welcomes ACTIV Financial and National Stock Exchange as FIF members
July 7, 2010: FIF Event: Market Transparency Evolution Across NMS Securities, Pinks & Bullies in NY sponsored by Bloomberg. View Meeting Agenda and Presentation
March 2010: FIF Welcomes Pink OTC Markets and RBC Capital Markets as FIF members
February 17, 2010: Arsalan Shahid attended the IRS public hearing on proposed Cost Basis regulations as part of FIF Cost Basis WG representation
February 2010: FIF Welcomes Shadow Financial as an FIF member
January 2010: FIF Welcomes BNY Mellon as an FIF member
December 10, 2009: FIF Year End Event in NY, Enabling Technologies: From Market Data to Market Structure, sponsored by BT Global Services. View Meeting Agenda and Presentation.Panelists included:
Howard Boville, Head of Global Banking, Payments, BT Global Services
Irene A. Halpin, Executive Director and Equities Regulatory Council, J.P. Morgan
Bill Karsh, Chief Operating Officer, Direct Edge
Daniel May, Co-founder & Director, SpryWare
Tom Jordan, President & CEO, Jordan & Jordan (Moderator)
December 10, 2009: FIF Cost Basis Roundtable in NY sponsored by GainsKeeper, part of Wolters Kluwer Financial Services. View Meeting Agenda
October 2009: FIF Welcomes SpryWare as an FIF member
September 10, 2009: FIF Event: The Future of Retail Brokerage: Challenges and Opportunities sponsored by Scivantage at Tavern on the Green, New York. View Meeting Agenda. Panelists included:
Tom Jordan, President & CEO, Jordan & Jordan (Moderator)
September 10, 2009: FIF Cost Basis Roundtable at Tavern on the Green, New York. View Meeting Agenda
August 17, 2009: Manisha Kimmel quoted in the article "OPRA Increases Data Traffic Projections" published in Inside Market Data, August 17, 2009 Vol 24 No. 46
July 2009: FIF welcomes Surge Trading as an FIF member
June 29, 2009: FIF Event: Symbology Symposium III sponsored by Broadridge at 2 Journal Sq Plaza, Jersey City, NJ 07306. View Meeting Agenda Panelists included:
Norman Brower, Executive Director, Enterprise Data Group, Morgan Stanley
Karen Glad, Vice President, Requirements Engineering, The Options Clearing Corporation
Anand Rajagopalan, Content Manager, North American Derivatives/OPRA, Thomson Reuters
Jeff Sheftic, Vice President, Trading Operations, Charles Schwab
Tom Jordan, President & CEO, Jordan & Jordan (Moderator)
June 24, 2009: FIF members to speak on the "Do or Die - 2009 Mission Critical Projects" Panel at the SIFMA Technology Management Conference in New York. Panelists include Tom Jordan, President & CEO, Jordan & Jordan, FIF Advisory Panel; Susan Crozier, Product Manager, SunGard Brokerage and Clearance Solutions, FIF Multi-Client Back Office Committee Co-Chair; Irene A. Halpin, Vice President, JP Morgan Chase, FIF Front Office Committee Member; Thomas Knorring, Vice President, Trading Operations, Chicago Board Options Exchange, FIF Advisory Panel
June 2009: FIF welcomes Scivantage as an FIF member
May 2009: FIF welcomes Wachovia (Wells Fargo) and Oppenheimer as FIF members
April 2009: FIF welcomes CIBC, Direct Edge, GainsKeeper and Lime Brokerage as FIF members
March 25, 2009: FIF Quarterly Event, "Doing More with Less", hosted by Thomson Reuters in New York City.View Meeting Agenda. Panelists included:
Brett Redfearn, Global Head of Liquidity & Algorithmic Trading, JP Morgan
Madalena Sheehan, Executive Director, Global Wealth Management, Morgan Stanley
Dan Weingarten, Senior Vice President and Co-Director of Global Sales and Marketing, Penson Worldwide
Tom Jordan, President & CEO, Jordan & Jordan (Moderator)
Christopher Perry, President Americas, Thomson Reuters
March 2009: FIF welcomes E*Trade Financial and Scottrade as FIF members
January 2009: FIF welcomes Penson Worldwide and FTEN as FIF members
November 12, 2008: FIF Derivatives Event sponsored by the CME Group at their Chicago Headquarters. This year's meeting was held jointly with the FPL (FIX Protocol Ltd.) Americas Committee. View Meeting Agenda
June 2008: FIF welcomes London Stock Exchange as an FIF member.
June 2008: Manisha Kimmel participated in IMD's Market Data Capacity Virtual Round Table. Full report available
May 20, 2008: FIF Event: Symbology Symposium II sponsored by Blue Phoenix at the Ritz Carlton, Central Park, New York. View meeting agenda and presentations.
May 8, 2008: At the Accelerating Wall Street 2008 conference sponsored by Wall Street & Technology, Tom Jordan, FIF Advisory Chair, will participate in the Data Tsunami: Using Multi-Core Processing to Stay Ahead panel to be held at the Grand Hyatt in New York City.
May 2008: FIF welcomes Investment Technology Group and Chicago Trading Company as FIF members.
May 2008: New FIF Sub-Committees to Discuss Internal Options Identifiers and Retail Investor Communication – Inside Reference Data
February 13, 2008: Tom Jordan moderated The Derivatives Data Tsunami – Volumes, Throughput and Latencies panel at the Institutional Options Trading Conference at Bayard's in New York City.
February 2008: FIF welcomes Pershing, Raymond James and Knight Capital Group as FIF members.
January 2008: FIF welcomes Charles Schwab and Fidessa as FIF members.
December 10, 2007: FIF 2007 Year End Event & Tribute to Brian McNelis hosted by Reuters. In addition to a review of FIF Initiatives& 2008 Strategy and, panels on the following issues were presented:
Market Structure – Leo McBlain-FIF, Ron Jordan-NYSE Euronext, Bernice Rothstein-Deutsche Bank, Susan Crozier-Sungard
Capacity – Art Trager-SIFMA, Tom Knorring-CBOE, Ken Brady-Morgan Stanley, Brian McNelis-Reuters
Symbology – Tom Jordan-FIF, Antone Granada-Credit Suisse, Mark Grinbaum-ISE, Pat Scaglione-Broadridge
In recognition of his 33 years in the industry, Brian McNelis was presented with the FIF Lifetime Achievement Award.
November 28, 2007: Joint FIF Derivatives Event/FPL Americas Quarterly Meeting hosted by CME Group. Updates on derivatives technology were provided by the following firm representatives:
CBOE: Tom Knorring, Vice President, Trade Operations
CME: Matt Simpson, Associate Director, Enterprise Architecture
ISE: Greg Maynard, System & Product Strategy Officer
November 13, 2007: FIF Symbology Symposium hosted by Broadridge brought together over 100 representatives from leading broker-dealers, vendors and exchanges to discuss implementation of options & equity symbology initiatives.
November 1, 2007: Tom Jordan and Leo McBlain participated on panels at the FPL Americas Electronic Trading Conference at New York Marriott Marquis Times Square, New York, NY
November 2007: FIF welcomes Quantlab Financial as an FIF member.
September 24, 2007: FIF Chairman and Founder, Leo McBlain was presented with the FISD Market Data Lifetime Achievement Award which is awarded biennially at the World Financial Information Conference (WFIC).
September 3, 2007: FIF's recommendation for a shorter options symbol discussed in Inside Market Data article on OPRA Symbology changes.
September 2007: FIF welcomes Credit Suisse as an FIF member.
August 24, 2007: Manisha Kimmel discussed the capacity impact of automated equity trading in Wall Street &Technology.
August 2007: FIF welcomes BIDS Trading, Susquehanna International Group and BNP Paribas as FIF members.
July 30, 2007: Manisha Kimmel, Executive Director, FIF discusses the capacity impact of the Options Penny Pilot in Inside Market Data .
July 13, 2007: Manisha Kimmel quoted in Compliance Reporter regarding conflicts between Reg NMS & SRO rules.
July 16, 2007: At the 2nd Annual Hedge Fund Trading Conference, Tom Jordan, FIF Advisory Chair, participated on the Implications of Reg NMS on Best Execution for Broker/Dealers & Investment Advisors panel at The New York Helmsley Hotel, New York City.
May 18, 2007: Manisha Kimmel discusses the implementation challenges associated with Reg NMS trade modifiers with Wall Street Letter.
May 15, 2007: FIF Event: Insight into Market Integration hosted by Bloomberg at their NY headquarter brought together an expert panel to
discuss the impact of market integration from a financial technology perspective. Panelists included:
Bruce Garland, Chief Operating Officer, Bloomberg Tradebook
Todd Golub, Vice President , Transaction Services, Nasdaq
Bill Hebert, Vice President, Strategic Development & Trading Solutions, Fidelity Investments
Tom Jordan, President, Jordan & Jordan (Moderator)
Brian McNelis , Vice President, Market Analysis, Reuters
May 2, 2007: Financial Information Forum Advisory Chair, Tom Jordan moderated panel on "Successful outsourcing: Producing return on investment whilst reducing risk" at the North American Financial Information Summit at the Sheraton New York.
February 7, 2007: FIF comments on SR-NASD-2007-002 recommending the elimination of the self-help trade reporting modifier.
February 26, 2007: Tom Jordan spoke on the implications of Reg NMS on Best Ex at the 5th Annual Best Execution Symposium at the New York Helmsley Hotel.
January 8, 2007: Manisha Kimmel quoted regarding OPRA's adoption of the FAST protocol in Inside Market Data.
January 2007: FIF welcomes FactSet Research Systems and CBOT as FIF members.
fifinfo@fif.com . 212 422 8568
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