FIF Quarterly Event - Tackling Industry Initiatives: From OSI to Cost Basis
Wednesday, March 31, 2010
Hosted by: Thomson Reuters
3 Times Square, New York, NY, 10036

Click here to request the FIF post mortem report

We would like to thank Thomson Reuters for sponsoring the FIF 1st Quarter 2010 Event: “Tackling Industry Initiatives: From OSI to Cost Basis” on Wednesday, March 31. With Options Symbology Initiative (OSI) Conversion behind us, join us as we evaluate the industry’s preparations for tackling OSI from resource planning to implementation strategies and how lessons learnt can be applied towards a successful implementation of the IRS mandated Cost Basis project. The results of the FIF post mortem survey on OSI will be presented.


  • Welcome - Thomson Reuters
  • FIF Quarterly Update - Arsalan Shahid, Manager, Financial Information Forum
  • Panel Discussion moderated by Tom Jordan, FIF Advisory Committee Chair, President, Jordan & Jordan:
    • Ellen Molloy, Executive Director, JP Morgan
    • Alan Streeter, Senior Vice President, Global Head of Operations Technology, Jefferies & Co., Inc.
    • Martin Bentsen, Co-Chair, FIF Cost Basis WG
  • Meeting Conclusion / Adjournment - Leo McBlain, Chairman, Financial Information Forum

Event Details:

  • Meeting Date:Wednesday, March 31, 2010
    • 4:00 - 4:30 PM ET: Registration (Please allow at least 15 minutes to get through security)
    • 4:30 - 6:00 PM ET: Meeting
    • 6:00 - 8:00 PM ET: Networking Reception
  • Location:Thomson Reuters, 3 Times Square, New York, NY 10036
  • Fee:
    • FIF Members: FREE
    • Non-Members: $200



We are no longer accepting new registrations for this event