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XBRL Investor Forum 2018: Powering Fintech
Thursday, November 8 | 1:00 – 6:30
Followed by a catered networking reception
12:30 – 1:00 PM Registration Check-in
1:00 – 1:10 PM Welcome & Introductions
Eric Linder, CEO, SavaNet, LLC
Campbell Pryde, President and CEO, XBRL US
1:10 – 1:40 PM Keynote Presentation
Commissioner Robert J. Jackson, United States Securities and Exchange Commission
1:40 – 2:10 Regulatory Standard Setting: Challenges and Successes at the SEC and FDIC
Regulators are looking to standards to improve the efficiency of the processing of financial data from banks, public companies, utilities, and investors. This panel session will discuss approaches taken by regulators to establish standards programs in the US; the successes, challenges, and hurdles they’ve worked to overcome.
Kimberly Earle, Division of Economic and Risk Analysis, Office of Structured Disclosure, U.S.Securituies and Exchange Commission
Mark Montoya, Senior Business Analyst of Data Strategy, Federal Deposit Insurance Corporation
2:10 – 2:40 PM Data and the Capital Markets
Data is critical to the smooth flow of information in the capital markets. Attend this discussion session to learn about data-related trends like alternative data, data quality, fintech, legislative and regulatory issues, data ownership and monopolies. How are these trends affecting the IPO market? What constitute threats to the markets? What would be the ideal data ecosystem to ensure strong, smoothly functioning markets?
Ken Bertsch, Executive Director, Council of Institutional Investors
Moderator: Pranav Ghai, Co-Founder, and CEO, Calcbench
2:40 – 3:10 PM Beyond Financial Statements – Earnings Announcements
Should earnings announcements be available in computer-readable, standardized format? Attend this session to find out how the availability of structured earnings announcements could impact the reporting supply chain, pros, cons, and what could be coming next.
Gladimyr Sully, Senior Content Specialist, Thomson Reuters F&R
Scott Theis, CEO, Novaworks LLC
3:10 – 3:20 PM Break
3:20 – 3:40 PM Data Standards Powering Fintech
Blockchain-driven smart contracts need data to trigger actions. Only computer-readable structured data can ensure effective, accurate automation in smart contracts. Attend this session to learn how XBRL data can fuel fintech tools and applications.
3:40 – 4:10 PM Alternative Data
Alternative data has taken on a much greater role in the investment analysis process in recent years. Alternative data sets are compiled from various sources such as financial transactions, customer tracking, geo-location, satellite imagery, public records, internet searches, and big data mining. Attend this panel session to learn more about what’s available and how to source and employ alternative data.
Eric Linder, CEO, SavaNet, LLC
4:10 – 4:40 PM Flash Analytics: XBRL Presentations
Learn from 10 minute talks and demonstrations by startup analytical tool providers, each presenting an analytical case study using structured data.
Christine Tan, Chief Research Officer and co-Founder, Idaciti
Joey French, CPA, President and CFO, Intrinio
Chad Sandstedt, co-Founder, TagniFi
4:40 – 5:10 PM Use XBRL Now: Open Source APIs, Tools, Templates, Validation
Discussion and demo of XBRL US open source tools that anyone can use to create applications, validate data.
Speaker: Campbell Pryde, President and CEO, XBRL US
5:10 – 6:30 PM Networking Reception
Thursday, Nov. 8
Followed by catered networking reception
Baruch College’s Zicklin School of Business
Newman Conference Center
55 Lexington Avenue
New York, NY