2018-10-08 Financial Objects PMC Meeting

Meeting minutes status: Draft (pending approval)

Table of Contents

Date/Time

2018-10-08 11:00am US-Eastern

Attendees

NameOrganisationAttending (Y/N)
Hammad AkbarCitiY
William QuanJPMY
Johan SanderssonFactset
Rob Underwood (Deactivated)FINOSY
Tosha EllisonFINOSY

Outstanding Action Items

Task report

Looking good, no incomplete tasks.

Agenda

TimeItemWhoNotes from the Meeting
2 minConvene & roll call
3 minApprove Meeting Minutes


5 minHousekeepingRob Underwood (Deactivated)
5 minReview action items from previous meetings Rob Underwood (Deactivated)

Relevant high-level feedback from the board was that the business value of programs and program deliverables needs to be compelling as well as the tech element. We also need to do more to show and clarify the interlink of programs.

Hammad mentioned that we should do follow-up discussions. These include

  • UBS
  • Tradeweb
  • AB
  • Also Catherine from Credit Suisse
  • Also can we do some form of FAQ based on the intro meeting?

Hammad: Can we get them to put forward a use case? Find groups are willing to put together a diff asset class, a different scenario

Hammad: Expects the first examples to emerge over the next 6-8 weeks. Here is what we've published. Here is where it's going to be used, etc.

Will: We'd like to increase use cases; increase participation. 

20 minFeedback from Financial Objects Meet UpTosha Ellison

The event was very well received and there was discussion on:

  • the interconnectivity between programs
  • scaling out different product types
  • with Johann regarding using FactSet flows to can validate the rates products
  • establishing some simple language on the biz value to draw participants in.
  • with Mary Jane from BNYMellon on the potential for more engagement in the future
  • importance of 
    • next focus areas/products
    • balance between technical and pragmatic
    • interoperability with other programs
  • potential to follow up with Alvin Shin on technical involvement
20 minReference Library UpdateRob Underwood (Deactivated)Update to be provided in future meeting.
5 minReview next steps and identified action itemsHammad Akbar

Decisions Made

Action Items

  • Do reach out to different members 
  • (Action Item)

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