Meeting minutes status: Draft (pending approval)

Date/Time

7/23/2019 @ 11am ET

Attendees

Name	Organisation	Github ID (optional)
Sailesh Pandey	Nomura
Rob Underwood (Deactivated)	FINOS	brooklynrob
Tosha Ellison	FINOS	toshaellison
Aitana Myohl	FINOS	aitana16
John Matera	FactSet
Ben Sandler	AQR
Mark Andrade	Fintech Sandbox
Leslie Spiro	Glue42	lspiro-Tick42
Mark Valeiras	ChartIQ	markChartIQ
Tim Gavin	Deutsche Bank
Timothy Aleong	Wellington
Reza Alavi	Wipro
Peter Warms (Guest)	Bloomberg
Rich Robinson (Guest)	Bloomberg
Johan Sandersson	FactSet	donbasuno
Alvin Shih	Morgan Stanley
Rob Schmidt	ChartIQ

Outstanding Action Items

Task report

Looking good, no incomplete tasks.

Agenda

Time	Item	Who	Notes from the Meeting
5 min	Convene & roll call
30 min	Presentation by Bloomberg on LEI Coverage and open symbology for Issuer data	Peter Warms and Rich Robinson	LEI: ISO standard identifies entities LOU policies Hierarchy presents challenges to identifier providers, including and especially establishing relationships FIGI: standard owned Objects Mgmt Group, who is (1) registration agent & (2) certified provider is a methodology, not an identifier primary key database not a replacement for current identifiers used by: see facilitators, but Bloomberg does not track the API so there's probably a lot more people using it. Challenge Linkage to other identifiers
15 min	Next steps

Decisions Made

Action Items

Capture any actions that were identified here, and make sure they are also captured on the group's task page during, or immediately after, the meeting

2019-07-23 Security Reference Data Meeting

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