FIF Event: Symbology Symposium II
Tuesday, May 20, 2008 - Meeting & Reception
Sponsored by: BluePhoenix Solutions
Ritz Carlton, 50 Central Park South, New York, NY 10019

Meeting presentations can be accessed here Symbology has never been more pertinent or compelling for our industry than it is right now. Many changes are taking place in this area:

  • Exchange Symbology Plans are before the SEC
  • Options Symbology Initiative implementation and testing plans have been published

The proposed changes to symbology will impact systems across the entire trade process and will therefore require significant resources on the part of industry participants.

The Financial Information Forum has been actively addressing the issues resulting from the proposed changes in symbology. Following on the success of the first FIF Symbology Symposium in 2007, this session is designed to give participants an opportunity to explore implementation options and address open issues. Join us in discussing these issues and considering how FIF can assist in industry implementation.


  • Opening Remarks and FIF update – Manisha Kimmel, Executive Director, Financial Information Forum
  • Exchange Symbology Plans and Options Industry Overview – Leo McBlain, Chairman, Financial Information Forum
  • Panel Discussion – Moderated by Tom Jordan, Chairman Advisory Committee, Financial Information Forum. Panelists: Joe Dattolo, Managing Director, Pershing; Peter Peluso, Vice President OSI Project Office, Merrill Lynch; Karen Glad, Vice President Requirements Engineering, The Options Clearing Corporation
    • Internal Implementation
      • Internal Identifier
      • OSI Impact Internally
      • Cost and Complexity of Implementation
    • Industry Testing
      • Approach
      • Milestones
  • Sponsor Update - BluePhoenix Solutions
  • Reception

Meeting Details:

  • Schedule:
    • 3:30 - 4:00 PM: Registration
    • 4:00 - 6:00 PM: Presentation, Panel Discussion and Open Forum
    • 6:00 - 8:00 PM: Cocktail Reception
  • Location: Ritz Carlton, 50 Central Park South, New York, NY 10019
  • Call-in: Not available. In-person attendance only.
  • Fee including Meeting & Reception:


We are no longer accepting new registrations for this event