What do global heads of market data thinking about the best ways of managing costs? What are the considerations, strengths and weaknesses of a market data inventory platform? Join us on a webinar where we reveal the findings from our survey including: -How to best manage market data costs -The functions and capabilities to look for in market data spend management software -The pitfalls of using legacy inventory platforms

1. FROM
DataManagementReview.comNovember 8, 2016
Welcome to A-Team Group’s webinar:
How to leverage a market data inventory
platform for enterprise-wide gains

2. FROM
DataManagementReview.comNovember 8, 2016
Moderator:
Andrew Delaney, Chief Content Officer,
A-Team Group

3. FROM
DataManagementReview.comNovember 8, 2016
Panel Member: Robert Mohan, Vice President and Manager,
Investment Information Management, Wellington
Management Company, LLP
Area of Expertise:
• Cost reduction
• Vendor expertise
• Inventory management

4. FROM
DataManagementReview.comNovember 8, 2016
Panel Member: William Damm, Associate Director, Head of
Accounts Payable & Market Data Finance, Point72 Capital
Management LP
Area of Expertise:
• Management reporting for independent research and
market data
• Challenges of the management and compliance functions
in relation to exchange reporting
• Sales and Use tax with regard to research and market data
• Soft dollar compliance and reporting
• Integration of ERP systems with FITS and other
specialized management and reporting tools.

5. FROM
DataManagementReview.comNovember 8, 2016
Panel Member: Steve Matthews, CEO, TRG
Area of Expertise:
• Steve has spent his career in the financial technology
space focused on delivering software solutions that deliver
improved operational efficiency and reduce costs for
financial services firms
• Prior to TRG Steve worked for a company owned by
Thomson Reuters and as a result had significant exposure
to the market data space
• Steve is a firm believer that the only way to deliver valuable
solutions that truly address pain points is to partner with
clients to both understand their unique challenges and to
jointly design, develop and deliver solutions to market

6. FROM
DataManagementReview.comNovember 8, 2016
 What is market data inventory and how does it help financial institutions?
 Benefits of an inventory platform
 Functions to consider
 Capabilities to consider
 Performance of current providers
 How market data inventory services are delivered and the issues of legacy systems
 How to migrate from a legacy system to leverage modern platforms
 Leveraging the inventory platform for spend management across the enterprise
 Eight step process to choosing the right market data inventory platform
Talking Points

7. FROM
DataManagementReview.comNovember 8, 2016
What is market data inventory and how does it
help financial institutions?

8. FROM
DataManagementReview.comNovember 8, 2016
Benefits of an inventory platform

9. FROM
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Functions to consider

10. FROM
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Capabilities to consider

11. FROM
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Performance of Current Providers

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How market data inventory services are delivered
and the issues of legacy systems

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How to migrate from a legacy system to leverage
modern platforms

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Leveraging the inventory platform for spend
management across the enterprise

15. FROM
DataManagementReview.comNovember 8, 2016
Eight step process to choosing the
right market data inventory platform

16. FROM
DataManagementReview.comNovember 8, 2016
8-Step Guide to Choosing the Right Market
Data Inventory Platform
Visit white papers section of
DataManagementReview.com

17. FROM
DataManagementReview.comNovember 8, 2016
Eight step processto choosingthe right market data inventory platform
Step 1: If you don’t alreadyuse one, research and implement a market data inventory
platform
Step 2: Consider the key functionality offered, inparticularthe reporting and analytics
capabilities
Step 3: Consider the capabilities of your new provider
Step 4: Look for a well-established web-based platform

18. FROM
DataManagementReview.comNovember 8, 2016
Step 5: How focused is your provideron your core platform?
Step 6: If you are consideringmigrating,ensure you negotiate
favourableterms and support from your new providerfor
switching
Step 7: How strong is the client engagement and user community?
Step 8: Consider if you have broader needs beyond tracking market data

19. FROM
DataManagementReview.comNovember 8, 2016
Thank you to our sponsors
Contact us at:
Steve Matthews
Email: steve.matthews@trgrp.com

20. FROM
DataManagementReview.comNovember 8, 2016
Upcoming A-Team Group Events
Visit DataManagementReview.com/events
November 17th Data Management Summit New York
February 2nd Intelligent Trading Summit London
March 15th Data Management Summit London
June 8th Intelligent Trading Summit New York

21. FROM
DataManagementReview.comNovember 8, 2016
Visit webinars section of DataManagementReview.com
December 8th
High
performance
market data
management
technologies
Upcoming A-Team Group Webinars
November 15th
Meeting the high
stakes challenge
of effective
sanctions data
monitorings
November 22nd
Shareholding
Disclosure: Are
Financial Firms
on top of this
regulatory
challenge?

22. FROM
DataManagementReview.comNovember 8, 2016
A-Team Group Handbook Series
Visit the data management handbooks section of
DataManagementReview.com

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DataManagementReview.comNovember 8, 2016
Please take the time to
complete our post webinar
survey
We will notify you when the
webinar recording is available
Thank you for joining us