The concept of data standardisation is gaining ground as financial firms tackle mounting regulatory requirements while seeking to improve efficiency and reduce costs. Identifiers such as Legal Entity Identifiers (LEIs) and International Securities Identification Numbers (ISINs), and classification codes such as Classification of Financial Instruments (CFI) codes, provide some standardisation to data management, particularly for regulatory reporting, but what next and what are the challenges and opportunities of data standardisation? Register for the webinar to find out about: -The latest on identifiers and standards -Regulatory requirements for standard data -How to use identifiers and standards to best advantage -Challenges of ongoing data standardisation -Potential benefits of increased standardisation

1. DataManagementReview.comJune 28, 2018
FROM
Welcome to A-Team Group’s webinar
The latest on identifiers and standards
in data management – LEIs, ISINs,
CFI codes and more

2. DataManagementReview.comJune 28, 2018
FROM
A recording of this webinar can be found
at:
http://resource.datamanagementreview.c
om/webinar-recording-identifiers-
standards-june2018

3. DataManagementReview.comJune 28, 2018
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4. DataManagementReview.comJune 28, 2018
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Moderator:
Andrew Delaney, Chief Content Officer,
A-Team Group

5. DataManagementReview.comJune 28, 2018
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Panel Member: Krishnan Narayanan, Vice President
Americas head of Entity Management
Operations, Goldman Sachs
Areas of Expertise:
• Proactive reference data management for the firm
which includes regulatory attributes like LEIs
• Data lineage in sourcing quality reference data
solutions for the firm leveraging data vendors
• Data lineage certification of reference data to
enable various key stakeholders to perform accurate
and timely regulatory reporting globally

6. DataManagementReview.comJune 28, 2018
FROM
Panel Member: Clare Rowley, Head of Business
Operations, Global Legal Entity Identifier Foundation
(GLEIF)
Areas of Expertise:
• Clare manages the business operations at the Global
Legal Entity Identifier Foundation (GLEIF for short). The
LEI is a 20-digit, alpha-numeric code based on the
ISO 17442 standard. It connects to key reference
information that enables clear and unique
identification of legal entities participating in financial
transactions.
• Prior to her work at GLEIF, Clare worked at the
Federal Deposit Insurance Corporation in the divisions
of Receiverships and Resolutions as well as Research.
• Clare is a CFA Charterholder and holds a Masters in

7. DataManagementReview.comJune 28, 2018
FROM
Panel Member: Kristin Swenton Hochstein,
Global Head of Entity Data Services, Thomson Reuters
Areas of Expertise:
• Responsible for driving entity data strategy for
Thomson Reuters, including integration of our
VEDaaS (former Avox) business, meeting client
entity requirements across regulation, and other
industry challenges
• Previously looked after regulatory solutions and the
global impact on reference data
• ISITC board member focusing on optimising
standards and best practices across regulatory
and reference data

8. DataManagementReview.comJune 28, 2018
FROM
Panel Member: Roger Fahy, Chief Operating Officer,
CUSIP Global Services
Areas of Expertise:
• CUSIP Global Services is the largest National
Numbering Agency responsible for the assignment of
the ISIN, CUSIP and CFIs for the US, Canada and 30
other markets.
• Roger was a member of the ISO Study Group tasked
with creating appropriate ISIN assignment rules for
OTC derivatives as required by MiFID II.
• Roger is co-chair of the ISITC Regulatory Forum whose
mission is to increase understanding of new
regulations across our Industry and is a regular
speaker at Industry conferences promoting the
benefits of standardization.

9. DataManagementReview.comJune 28, 2018
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State of play on data standards and why they are important
Regulatory requirements driving the adoption of data standards
Next week’s MiFID II mandate on use of the LEI for all transactions
Progress of ISIN issuance for OTC derivatives under MiFID II
 How to implement and use standard data to your advantage
Challenges of further data standardisation across the industry
A realistic and long-term goal for data standardisation
Advice for data management practitioners working on standards
Talking Points

10. DataManagementReview.comJune 28, 2018
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The state of play on data standards in capital
markets and why are they important

11. DataManagementReview.comJune 28, 2018
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Regulatory requirements driving the adoption of
data standards

12. DataManagementReview.comJune 28, 2018
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Data standards specific to particular regulations
and the implementation challenges they present

13. DataManagementReview.comJune 28, 2018
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Next week’s MiFID II mandate on use of the LEI
by all counterparties and issuers

14. DataManagementReview.comJune 28, 2018
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Progress on the issuance of ISINs for OTC
derivatives under MiFID II

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How to use standard data to your advantage

16. DataManagementReview.comJune 28, 2018
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The challenges of further data standardisation

17. DataManagementReview.comJune 28, 2018
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A realistic goal for data standardisation – and
possible outcomes if industry doesn’t collaborate

18. DataManagementReview.comJune 28, 2018
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Benefits of greater data standardisation beyond
regulatory compliance

19. DataManagementReview.comJune 28, 2018
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Advice for firms and data management
practitioners working with data standards

20. DataManagementReview.comJune 28, 2018
FROM
Thank you to our sponsors
Email:
Roger Fahy
55 Water Street
New York, NY 10041
+1 212 438 4221
Roger.fahy@cusip.com
www.cusip.com
Email:
kristin.hochstein@thomsonreuters.com

21. DataManagementReview.comJune 28, 2018
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