Jordan & Jordan is at the forefront of industry initiatives, identifying trends and providing thought leadership on issues that impact information, processes and technologies applied to the financial services marketplace.
News and Events
2022
- November 11, 2022: Honoring our all those who served on Veterans Day
- September 29, 2022: PRESS RELEASE - Jordan & Jordan Launches a Veteran Capital Markets Career Forum - Webinar Series
- September 17, 2022: Jordan & Jordan’s 30th Annual West Point Football Game and Tailgate Party was a beautiful day for clients, employees and friends – please enjoy some photos from the event.
- September 16, 2022: PRESS RELEASE - Jordan & Jordan Promotes Jim Sudol, Kathy McGovern and Kathleen Callahan
- July 4th, 2022
- We had a great in person afternoon spending time with the J&J team. For some it was the first time meeting colleagues in person. So nice to get together!
- June 19, 2022; Juneteenth
- FIF is excited to announce their first in-person event since the beginning of the pandemic. On Thursday June 16th from 5-8pm ET, FIF will host a panel discussion focusing on CAT CAIS
- May 30, 2022: Memorial Day
- April 4, 2022: On April 4th, the Securities Traders Association of NY (STANY) held their 86th Annual Markets Conference 2022 at the New York Stock Exchange (NYSE) with a full day of insightful sessions. Jim Hyde (NYSE), STANY President and Patricia Koetzner (Siebert, Williams, Shank) past STANY President presented the 2021 awards for Outstanding Volunteerism to Karen Parklock Keenan (William Simon Foundation) and the Lifetime Achievement and Dedication to Tom Jordan.
2021
- November 11, 2021: Tom Jordan, President of Jordan & Jordan, wrote an article thanking our veterans, Thank You for Your Service, Happy Veterans Day.
- November 11, 2021: Tom Jordan, J&J President and FIF Advisory Chair, and Manisha Kimmel, Chief Policy Officer at MayStreet, will speak at the FIF Webinar on SEC Market Data Infrastructure Rule focusing on the November 5th filing of the Plan Amendment by the SROs.
- October 23, 2021: Jordan & Jordan’s 29th Annual West Point Football Game and Tailgate Party was a beautiful day for clients, employees and friends – please enjoy some photos and videos from the event.
- October 6 2021: Howard Meyerson, Managing Director of the FIF, will be speaking at the 88th Annual Market Structure Conference on the panel, Achieving Best Execution in Equities & Options. Be sure to register for this insightful event.
- September 14, 2021: STANY held its 85th Annual Conference as a virtual day of programming. Jordan & Jordan President & CEO Tom Jordan was among the 2021 list of STANY honorees, receiving this year’s Lifetime Achievement and Dedication to STANY award. View his acceptance speech.
- August 18, 2021: Tom Jordan spoke on the FIF’s SEC Market Data Infrastructure Rule Webinar.
- August 2, 2021: Hear Tom Jordan’s thoughts on the current state of trading technology, the future of Jordan & Jordan, CAT and so much more
- July 12, 2021: PRESS RELEASE – Jordan & Jordan Focused on the Future
- July 8, 2021: Tom Jordan, CEO of Jordan & Jordan and Advisory Committee Chair of FIF, will moderate the FIF webinar “SEC Market Access Rule” that will take place via Zoom on July 8th at 4pm ET.
- June 24, 2021: PRESS RELEASE – Deirdre Goldenbogen Selected as RIXML’s New Executive Director
- June 19, 2021: Jordan & Jordan recognizes and supports the importance of Juneteenth.
- May 18-20, 2021: Jordan & Jordan will be exhibited at the 2021 FINRA Annual Conference and provided demonstrations of our ECS product.
- May 13, 2021: Dominique Tjondro wrote a great article, SPAC – Structure/Process, Regulation, Information Services, Future, on our recent SPAC Webinar.
- April 28, 2021: Jordan & Jordan in partnership with FIF and RIXML hosted a SPAC webinar to discuss the growth of SPACs, structure/process, and much more.
- April 12, 2021: Tom Jordan, J&J President, moderated the FIF Webinar: Market Data Infrastructure Rule – Retail, Institutional and Buy-Side – The Effects .
- April 8, 2021: Howard Meyerson, Managing Director of the FIF, wrote an informative article for Tabb Forum, New CAT Fee Proposal to Recoup $145 Million in Fees from Industry Members that describes the revised funding model proposed by the CAT Operating Committee.
- April 7, 2021: Peter Tyson, Date Licensing Manager at J&J, was a panelist on the FISD Webinar: Compliance Panel Redux – which explored issues around market data compliance.
- April 3, 2021: Howard Meyerson, Managing Director of the FIF, was quoted in the FinOps Report titled, Rule 605 Reports: Next for Transparency Data Overhaul?
- March 25, 2021: Greg Malatestinic, Head of Technology at J&J, co-wrote the article, FIXatdl: The New Frontier for GlobalTrading
- March 24, 2021: Tom Jordan’s article, Game Stopped: Put Odd Lots on the Tape was picked up by Trader’s Magazine.
- March 22, 2021: Tom Jordan published the article Game Stopped: Put Odd Lots on the Tape
- March 4, 2021: PRESS RELEASE: J&J’s Market Data Reporting (MDR) product has been acquired by TRG Screen; please see the press release below for details. As the press release indicates, J&J is fully committed to ensuring a smooth transition and is partnering with TRG to fully support all the MDR clients. J&J is focused on building our Market Data Consulting Practice with experienced subject matter experts and innovative solutions for our clients. J&J will continue to provide Market Data subject matter expertise across licensing, audit, application assessment, strategic vendor review & assessment, RFP project management and staff augmentation.
- February 24, 2021: C.K. Okoro and Tom Etheridge wrote an article, Breaking Down the 898 Pages of the SEC Market Data Rule, providing an insightful summary of the new rule
- February 22, 2021: Tom Etheridge was a panelist on the Financial Information Forum (FIF)'s webinar series covering the SEC Market Data Infrastructure Rule - the panel will be discussing governance and pricing.
- February 8, 2021: Tom Jordan discussed the data components of the SEC Market Data Infrastructure Rule on the 2nd part of the FIF webinar series.
- February 4, 2021: Howard Myerson, Managing Director of the Financial Information Forum, wrote an article, SEC Market Data Infrastructure Rule to Implement Sweeping Changes, which reviews the SEC Market Data Infrastructure Rule and offers analysis and insight on how the rule will work.
- February 1, 2021: Tom Jordan discussed the implementation of SEC Market Data Infrastructure Rule with Wayne Aaron of Vedder Price and Matt Billings of Two Sigma as part of FIF’s webinar series.
- January 6, 2021: Howard Meyerson, Managing Director of FIF, wrote an insightful article, FINRA’s TRACE Reporting Proposal Could Have Big Impact on Fixed Income Trading Systems, for the Tabb Forum which highlights the changes that might be coming for Fixed Income trading desks with new TRACE enhancements.
2020
- November 24, 2020: Tom Jordan, President of J&J , moderated the FIX Trading Community webinar, Acceleration and Considerations of Outsourced Trading
- November 17, 2020: Chris Montagnino, Managing Director of Compliance Services for J&J, spoke at the 84TH Annual STANY Conference on the Market Surveillance 2.0 – WFH panel.
- November 10, 2020: Tom Jordan, President of J&J, moderated an FIF webinar, Retail/Institutional Options Trading in 2020-2021, on the yearly FIF Chicago event hosted by Cboe Global Markets. The topics discussed focused on the growth of retail options trading, institutional options trading strategies during Covid-19, CAT Options, and other global options trends.
- November 12, 2020: Barry Raskin, Managing Director of Market Data Services, named to the WatersTechnology Global Advisory Board for 2021.
- November 5, 2020: Barry Raskin, Managing Director Market Data Services at J&J, discusses the difficulties clients face with the onslaught of data notifications in the WatersTechnology article, Small Change, Big Challenge: Battling the Rising Tide of Data Notifications.
- October 22, 2020: Chris Montagnino, Managing Director Compliance Service at J&J, discussed the progress and pitfall of the Consolidated Audit Trail (CAT) on the live webinar, Navigating the CAT Timeline.
- October 13, 2020: Chris Montagnino, Managing Director Compliance Services at J&J, discussed CAT interfirm linkages in the Finextra article CAT Compliance Ramps Up on Sell Side with Interfirm Linkages
- October 7, 2020: Tom Jordan, President of Jordan & Jordan, is moderated the FIX Trading Community upcoming webinar - Navigating the ETF Lifecycle – which will discuss the state of the industry and its challenges.
- September 22, 2020: Barry Raskin, Managing Director of Market Data, spoke on the panel, “A disappearing talent pool: how do you attract a new workforce with the right skill set” at the North American Financial Information Summit.
- September 21, 2020: Press Release - J&J CAT Reporting Error Rate is Well Below Industry Average
- September 18, 2020: J&J attended the FIX Trading Communities EMEA Trading Conference Virtual
- September 3, 2020: Madison Sudol, Human Resources Analyst, wrote an insightful article on the intern experience in the article, New Virtual Internship – A FinTech Experience.
- August 14, 2020: Press Release: Financial Information Forum (FIF) Announced Howard Meyerson as Managing Director
- July 29, 2020: Tom Jordan spoke on the Fix Trading Community’s webinar, Trading, Automation, Transparency and Regulation covering topics such as improving electronic trading strategies to CAT, Rule 606 and RTI
- July 6, 2020: Tom Jordan published an article, "Manage the Auditors"
- June 24, 2020: Peter Tyson, Data Licensing Manager at Jordan & Jordan, wrote an article, New Trend in Trading Based Non-Display Policies, which dives into how exchanges are interpreting Trading Based Non-Display Policies to apply more broadly.
- June 17, 2020: Chris Bok, Director of the Financial Information Forum, is hosted a CAT Roundtable Webinar.
- June 10, 2020: Press Release: Jordan & Jordan FinTech Internship Program is Underway
- June 2, 2020: Press Release: Jordan & Jordan and Calero-MDSL Strike a Partnership for Index License Service Offering.
- June 2, 2020: Press Release: Abhishake Sabharwal joined Jordan & Jordan’s Compliance Technology Team
- May 7, 2020: J&J Looks to Assist 2020 Graduates with Internship Opportunities
- April 27, 2020: Peter Tyson published an article, "Market Data Post Coronavirus"
- April 23, 2020: Chris Montagnino published an article, "CAT Is in Production - That is Not a Misprint"
- April 21, 2020: WEBINAR - J&J sponsored the inaugural live FIX Trading Community webinar. Watch a frank and passionate discussion where Tom Jordan, CEO talks to former Commissioner Jackson about balance between business and regulation, U.S. position in capital markets, post pandemic, digital assets, market data and quality of SEC staff. Commissioner Jackson also answered audience questions.
- April 16, 2020 Jordan & Jordan Certified Reporting Agent for CAT Production
- March 31, 2020: Chris Bok, Director of the Financial Information Forum, is quoted in the article SEC: CAT Reports Can Omit Some Customer Data by FinOps Report.
- March 17, 2020: Oksana Soutus published an article, “Complexities Expand in Market Data Licensing”, which details how complex market data licensing has become in Markets Media.
- January 27, 2020: Barry Raskin, J&J’s Managing Director of Market Data, was named to the North American Financial Information Summit (NAFIS) Advisory Board for 2020.
- January 23, 2020: Tom Jordan, President of Jordan & Jordan, discussed the impact of the changes to the consolidated tape in the A-Team Insight article, “US SEC’s Radical Overhaul of Consolidated Tape Sparks Debate on Future of Equity Market Data”.
2019
- December 16, 2019: RIXML.org December newsletter
- December 10, 2019: Jordan & Jordan Enhances CAT Offerings with Addition of Alex Raisch as a Senior Consultant in Compliance Services.
- December 5 2019: Chris Montagnino, Managing Director of Compliance Service at Jordan & Jordan, discusses Rule 606 in the Traders Magazine article, “Revised SEC Rule 606 Shines on Order Routing Disclosures”.
- November 18, 2019: Tom Jordan, Jordan & Jordan President, will be on a panel discussion titled, “Standards in the Face of Fintech Disruption and Regulatory Response” at the AFS Alpha Awards.
- November 15, 2019: Tom Jordan, President of J&J, was quoted in the article, SEC, Don’t Count on a CAT Delay, discussing the need to get CAT completed for firms.
- November 14, 2019: Tom Jordan, President of J&J, moderated the panel, Getting ready for the Consolidated Audit Trail (CAT) at the RegTech Summit New York City.
- November 11, 2019: Tom Jordan and other veterans were honored for their service to our country as part of the Veteran’s Day celebrations held at Parkway School in Greenwich, CT. Thank you for serving our country and protecting our freedoms.
- November 11, 2019: Barry Raskin wrote an interesting article on the Changes in the Market Data Profession.
- November 6, 2019: Tom Jordan, President of J&J, will moderate the panel “Emerging Trends of Outsourced Electronic Trading”, at the FIX Trading Community Americas Trading Briefing 2019 in Boston, MA.
- October 22, 2019: Tom Jordan, Jordan & Jordan President and FIF Advisory Chair, moderated the panel, Previewing the Options Initiatives of the 2020s at the Annual FIF Chicago Financial Markets Event hosted by CBOE Global Markets.
- October 14, 2019: Barry Raskin moderated the panel, “The Winds of Change: Future of the Market Data Profession” at the FISD’s World Financial Information Conference (WFIC) 2019 which took place in Vancouver, Canada.
- October 5, 2019: Jordan & Jordan’s 28th Annual West Point Football Game and Tailgate Party was a beautiful day for clients, employees and friends – see photos and videos.
- October 3, 2019: Chris Bok, Director of the Financial Information Forum, presented at the 86th Annual STA Market Structure Conference focusing on Rule 606.
- September 16, 2019: Chris Bok, Director of the Financial Information Forum, spoke on the panel, “CAT Technical Specifications Perspective” at SIFMA’s CAT Industry Conference.
- August 19, 2019: Chris Montagnino, Managing Director of Regulatory Compliance, wrote an article that provides an overview of the SEC Rule 606 FAQs and the potential impact to firms.
- August 9, 2019: Tom Jordan, President of J&J, discusses how FIX is the language of the full trade life cycle across all asset classes in the article, A FIX to the Post-Trade World for Trader’s Magazine.
- July 25, 2019: Tom Jordan and Courtney McGuinn attended the FIX Trading Community’s Chicago Regional Meeting 2019 hosted by Itiviti.
- June 27, 2019: Tom Jordan, J&J President, and FIF Advisory Chair moderated the FIF Quarterly Event panel providing insight and best-practice recommendations on strategies for the implementation phase of the Amended SEC Rule 606.
- June 20, 2019: Barry Raskin, Managing Director of Market Data, was on a panel discussing, “Brexit: What is the Impact Here, There, and Everywhere?” at the FISD Technology Forum & General Meeting.
- June 11, 2019: Tom Jordan moderated the panel, Reviewing the impact of Rule 606 on transparency and execution performance at the A-Team Group’s TradingTech Summit in New York.
- May 21, 2019: Barry Raskin, Managing Director of Market Data for Jordan & Jordan, was Chairperson of the Analytics for Improved Decision Making stream at the annual North American Financial Information Summit (NAFIS) 2019.
- May 16, 2019: Jim Sudol, Anda Dinu and Mike Scicutella represented Jordan & Jordan at the 2019 Wall Street Run & Heart Walk as part of the Market Data Maven’s team!
- May 15-17, 2019: Jordan & Jordan exhibited at the FINRA Annual Conference - the J&J team provided demonstrations of our trade surveillance tool, ECS.
- April 23, 2019: Courtney Doyle McGuinn provides a recap of the recent FIX Americas Trading Briefing in New York in this article published by Traders Magazine “FIX Implores Open Innovation in Trading, But Hedges on AI”.
- April 10, 2019: Jim Sudol, Director of Market Data, provided insight on attracting and retaining millennials at the FISD Rising Stars Happy Hour.
- April 10, 2019: Thomas Jordan, CEO of Jordan & Jordan and Advisory Chair of FIF, moderated a panel discussion on lessons learned, experiences and recommendations for the Consolidated Audit Trail (CAT) at the Equinix sponsored session, “Consolidated Audit Trail Challenges & Opportunities”.
- April 8, 2019: Courtney Doyle McGuinn, Operations Director of the FIX Trading Community, provided an update on the FIX Trading Community initiatives at FIX’s Americas Trading Briefing 2019 taking place at Goldman Sachs in New York City.
- April 8, 2019: Tom Jordan, CEO of Jordan & Jordan, moderated a discussion on, “Regulation and Compliance Across the Trade Life Cycle” at the FIX Trading Community’s Americas Trading Briefing 2019.
- April 8, 2019: Jordan & Jordan is a sponsored at the FIX Trading Community’s America’s Trading Briefing 2019 taking place at Goldman Sachs.
- March 19, 2019: Press Release: OPRA puts out SIP Processor for Bid
- March 17, 2019: Tom Jordan, a Director of the Knights of St. Patrick's, was marching up Fifth Avenue with his grandchildren at the 258th NYC St. Patrick's Day Parade.
- March 14, 2019: Thomas Jordan, CEO of Jordan & Jordan and Advisory Chair of FIF, provided an overview of the US regulatory landscape in the session, “US Regulatory Update” at the at FIX Trading Community’s EMEA Trading Conference 2019.
- March 14, 2019: Courtney Doyle McGuinn, Operations Director of the FIX Trading Community spoke with various media outlets on the success of the EMEA FIX Trading Conference, evolution of the conference and the future of FIX and where it is going next.
Fintech Finance
Streets Consulting - February 20, 2019: Chris Montagnino shares his thoughts on what broker-dealers can do to prepare for 606 in the article from Markets Media, “Rule 606 Amendments Up Reporting Ante”
- February 7, 2019: Peter Tyson, Data Licensing Manager at Jordan & Jordan had a lively panel discussion at the FISD Issue Brief on, The Art and Science of Maintaining Compliance.
- February 5, 2019: Chris Montagnino, Managing Director of Regulatory Compliance, wrote an article that provides a great synopsis of the impending changes to order routing disclosures (SEC Rule 606), “Not Your Father’s SEC Rule 606”.
- February 3, 2019: Thomas Jordan, CEO of Jordan & Jordan, provides his view on Consolidated Audit Trail (CAT) in the article, “A Good Week for CAT”.
- January 31, 2019: Barry Raskin, Managing Director of Market Data is quoted on the topic of regulation, technology and data in the whitepaper, "Regulation Technology: Enabling More Than Compliance".
- January 30, 2019: PRESS RELEASE – Direct Exchange Reporting Expanding to LATAM for J&J’s MDR
- January 3, 2019: Barry Raskin, J&J’s Managing Director of Market Data, was named to the North American Financial Information Summit (NAFIS) Advisory Board for 2019.
2018
- December 19, 2018: Thomas Jordan, CEO of Jordan & Jordan, moderated the panel, “Non-Discretionary Regulatory Initiatives of 2019: How Should My Firm Prepare?" at the FIF Year-End Event hosted by Bloomberg.
- December 11, 2018: FIF Staff, Chris Bok and Son-Mi Lee, participated on an open call hosted by the Security Traders Association on Tuesday, December 11 @ 4:30. SEC Staff were on the call to answer fundamental questions posed by STA and FIF.
- December 3, 2018: Barry Raskin, Managing Director, Market Data Services moderated the session, “Committing to your tech: How should start-ups partner with us, how should we partner with them, and where are the opportunities for innovation?” at the Waters USA Conference.
- November 15, 2018: Thomas Jordan, CEO of Jordan & Jordan, moderated the panel, “Getting ready for the Consolidated Audit Trail” which discussed how firms are addressing the significant data challenges faced by CAT reporting at the RegTech Summit in New York City.
- November 14, 2018: Chris Bok, Program Manager for the Financial Information Forum, is quoted in the S&P Global Market Intelligence article, “Wall Street still worries SEC’s massive trading database could be hacked”
- November 8, 2018: Thomas Jordan, CEO of Jordan & Jordan, moderated the panel, “AI Adoption Across Capital Markets” at FIX Trading Community’s Americas Briefing 2018 in Boston.
- November 3, 2018: Jordan & Jordan’s 27th Annual West Point Football Game and Tailgate Party provided Army with a solid win over Air Force and it was a beautiful day for clients, employees and friends – see photos and videos.
- November 2, 2018: Thomas Jordan, CEO of Jordan & Jordan, provides his view in the article, “Three Days in D.C. - Spirited Sessions Drive Improvements”.
- October 18, 2018: Jordan & Jordan's Managing Director of Compliance Services, Chris Montagnino, was at the FIA Expo in the AWS Expert Bar on 10/18 discussing our ECS surveillance service as well as Consolidated Audit Trail (CAT).
- October 16, 2018: Thomas Jordan, CEO of Jordan & Jordan, moderated a panel, “Current Market Transparency Trends” which discussed changes to rule 605 and 606, institutional order handling, and options reporting to the CAT at the FIF Quarterly Event hosted by Cboe.
- July 10, 2018: PRESS RELEASE – J&J Enhances Regulatory Compliance services with two new offerings: Market Surveillance Risk Assessments and Investment Adviser Compliance Assessments
- June 27, 2018: Tom Jordan, President & CEO, moderated a FIF Town Hall Discussion on Commoditization of Short Term Alpha at UBS
- June 27, 2018: Courtney Doyle McGuinn, Operations Director of the FIX Trading Community moderated the panel, “FIX Protocol for Post Trade” at the SIFMA AMG Operations Member Meeting.
- June 7, 2018: PRESS RELEASE - Chris Montagnino rejoined Jordan & Jordan as Managing Director, Compliance Services.
- May 23, 2018: Barry Raskin, Managing Director, Market Data Services moderated the panel, “Consumers, Providers and Partners: The Outlook for Market Data” at the 2018 North American Financial Information Summit.
- May 17, 2018: Tom Jordan, President of Jordan & Jordan, spoke on a panel discussion regarding the Consolidated Audit Trail (CAT) during the Intelligent Trading Technology webinar, “Data Management for CAT reporting”.
- April 30, 2018: Chris Bok, Program Manager for the Financial Information Forum, provided insight in the Intelligent Trading Technology’s article, “CAT Changes Could Cut Level of Client Data Collection and Shift Reporting Deadline”.
- April 19, 2018: Jordan & Jordan sponsored at the FIX Trading Communities Americas Trading Briefing 2018.
- March 20, 2018: Janet Early, Senior Consultant at Jordan & Jordan focused on supporting the Financial Information Forum, was quoted in the Traders Magazine article, “ Industry Starts Next Round of CAT Dialog”.
- March 15, 2018: Courtney Doyle McGuinn, Operations Director of the FIX Trading Community spoke with various media outlets on the successful 10th Anniversary for the EMEA FIX Trading Conference along with the continued growth and adoption of FIX.
- March 15, 2018: Thomas Jordan, President of Jordan & Jordan, headed a discussion on, “Implementing the US Consolidated Audit Trail (CAT)” at the FIX EMEA Trading Conference.
- February 27, 2018: Tim Healy, Global Marketing and Communications Manager, FIX Trading Community, published an article celebrating the anniversary of the FIX EMEA conference titled, “FIX Trading Community FIX EMEA: Ten years of bringing the industry together”.
- January 12, 2018: Barry Raskin, Managing Director of Market Data, was named to the North American Financial Information Summit (NAFIS) Advisory Board for 2018.
2017
- November 29, 2017: Tom Jordan, President of Jordan & Jordan, will join FIX Trading Community members as a panelist at the New York Regional Meeting discussing topical issues of importance to the local electronic trading industry.
- November 20, 2017: Tom Jordan, President of Jordan & Jordan, moderated at the FIF Year End Event on the panel, “Life in the Cloud: The Public Cloud for Financial Institutions”.
- November 16, 2017: Tom Jordan, President of Jordan & Jordan, moderated the panel, “Building the right toolbox for your surveillance activities” at the Reg Tech Summit for Capital Markets.
- November 16, 2017: Jordan & Jordan was a sponsor for the STANY International Reception and Holiday Party which took place at Bryant Park Grill.
- November 9, 2017: As part of the Veteran’s Day celebrations held at Parkway School in Greenwich, CT, Tom Jordan and other veterans were honored for their service to our country.
- November 2, 2017: Tom Jordan, President of J&J, moderated the panel, “Life after MiFID” at the FIX Trading Communities Americas Trading Briefing 2017 – Boston.
- November 2, 2017: Jordan & Jordan sponsored at the FIX Trading Community’s Americas Trading Briefing in Boston, MA.
- November 1, 2017: Greg Malestinic, Head of Technology at J&J, participated in a webinar on, Artificial Intelligence in the EDM Era.
- October 26th, 2017: Thomas Jordan represented the Financial Information Forum at the Bloomberg Professional Webinar: Navigating the regulatory landscape when you’re in compliance. The discussion will focus on current trends and concerns of regional dealers with Bloomberg’s team of regulatory and compliance specialists.
- October 21, 2017: Jordan & Jordan’s 26th Annual West Point Football Game and Tailgate Party proved to be a fun-filled event for clients, employees, and friends – see photos.
- October 17, 2017: Thomas Jordan, CEO of Jordan & Jordan, moderated the panel, "Options & Equities: Current Perspectives" at the FIF Quarterly Event hosted by Chicago Board Options Exchange.
- October 6, 2017: Jordan & Jordan was cited as a participant in the Executive Order Engagement process on the recently released Capital Markets Report from the Treasury. The U.S. Department of Treasury prepared this report as a response to President Donald J. Trump’s Executive Order 13772, which details the policy of the Administration to regulate the U.S. financial system based on a set of core principles developed by the Administration. The report provides recommendations that focuses on identifying laws, regulations, and other government policies that inhibit regulation of the financial system according to the core principles. Jordan & Jordan was one of the firms that contributed background for the report and are cited in Appendix A, under the Industry and Trade Group section.
- September 26, 2017: Barry Raskin, Managing Director of Market Data received the FISD’s Market Data Lifetime Achievement Award at the 2017 World Financial Information Conference(WFIC) in Barcelona. The honor recognizes leaders who have advanced the financial information industry over the past 25 years.
- September 25, 2017: Thomas Jordan, CEO of Jordan & Jordan, moderated the panel, “Implementing CAT – Industry Challenges” at the FIF Quarterly Event hosted by Morgan Stanley.
- July 17, 2017: PRESS RELEASE - Jordan & Jordan Appointed Barry Raskin to Managing Director, Market Data Services.
- June 20, 2017: Barry Raskin, Managing Director at Jordan & Jordan, was quoted in Inside Market Data write-up for the Best Supporting Services Provider: Jordan & Jordan.
- June 12, 2017: Barry Raskin, Managing Director at Jordan & Jordan, spoke with Intelligent Trading Technology for the article, “Tuning Up Symphony”.
- June 8, 2017: Barry Raskin, Jordan & Jordan Managing Director, moderated the panel, “Optimizing fast market data using high performance technologies” at the Intelligent Trading Summit organized by A-Team Group.
- May 26, 2017: Michael Lalicata, Management Consultant, Compliance Services at Jordan & Jordan provided an update on CAT – CAT Update: Reporting Fees and Retirement of OATS
- May 25, 2017: Jordan & Jordan was presented the Best Supporting Services Provider award last evening at the 2017 Inside Market Data / Inside Reference Data ceremony held at the Marriot Marquis in New York.
- May 24, 2017: Barry Raskin moderated the panel, “The Outlook for Market Data” at the 15th annual North American Financial Information Summit took place at the Marriot Marquis.
- May 23, 2017: Barry Raskin, Managing Director, shared his industry experiences at the 2017 FISD Rising Stars Happy Hour took place at OTC Markets.
- May 4, 2017: Tom Etheridge, Managing Director of Market Data Services, provided an overview of J&J’s Market Data Reporting (MDR) product at the FISD Toronto Event.
- May 4, 2017: PRESS RELEASE - RIXML.org formed an Interactions Working Group to create a schema to help firms comply with MiFID II.
- April 26, 2017: Thomas Jordan, CEO of Jordan & Jordan, moderated the panel, “Evolution of Financial Technology” at the FIX Trading Community Americas Briefing.
- April 26, 2017: Jordan & Jordan exhibited at FIX Trading Community’s Americas Trading Briefing - demonstration of our Market Data Reporting (MDR) and Execution Compliance and Surveillance Service (ECS) products were shown.
- April 20, 2017: Jordan & Jordan representatives attended the FIF Quarterly Event: Next Generation Technologies & Financial Services: How AI, Machine Learning and Evolving Technology Will Affect & Influence the Industry.
- April 20, 2017: Thomas Jordan, CEO of Jordan & Jordan, moderated the panel, “Next Generation Technologies & Financial Services: How AI, Machine Learning and Evolving Technology Will Affect & Influence the Industry" at the FIF Quarterly Event hosted by Thomson Reuters and Hewlett Packard Enterprises.
- April 18, 2017: Press Release: Jordan & Jordan has entered into a strategic partnership with Neurensic to enhance our compliance offering and leverage Neurensic’s AI technology to deliver next-generation solutions to our clients.
- March 29, 2017: Tom Jordan, President, Jordan & Jordan, discussed the impact of CAT implementation in the article, “CAT and President Trump Executive Order 13771”
- February 2, 2017: The Consolidated Audit Trail is off and Running; Jordan & Jordan responds to client needs with regard to CAT.
- January 12, 2017: Tim Healy, Global Marketing and Communications Director, FIX Trading Community wrote the article, Viewpoint : Impact of regulation - Time for Action for Best Execution.
2016
- December 15, 2016: Krystle Rudzinski, Jordan & Jordan’s Data Licensing Manager, will moderate the panel, “MiFID II Implementation: In America and Across the Globe” at the FISD’s General Meeting
- November 29, 2016: Jordan & Jordan’s Execution Compliance and Surveillance System (ECS) adds functionality to provide best execution for Fixed Income securities.
- November 11, 2016: Thank you to all Veterans for serving our country and protecting our freedoms. Pictured: Tom Jordan and fellow veterans at Parkway School in Greenwich, CT.
- November 14, 2016: Tom Jordan, President of Jordan & Jordan, will moderate the panel, “Regulatory and Compliance Impact on Brokers Dealers and Investment Management” at the FIX Trading Community’s Americas Trading Briefing - Boston.
- October 31, 2016: PRESS RELEASE - Mike Lalicata joins Jordan & Jordan as Management Consultant, Compliance Services
- October 22, 2016: Jordan & Jordan’s 25th Annual West Point Football Game and Tailgate Party proved to be a fun-filled event for clients, employees, and friends – see photos.
- November 3, 2016: Krystle Rudzinski, Jordan & Jordan’s Data Licensing Manager, will moderate the panel, “Consumer Sentiment: Do Changing Times Call for Re-Evaluation of Services and Relationships?” at the FISD’s Asia Pacific Financial Information Conference.
- September 13, 2016: PRESS RELEASE - Jim Ulrich Selected as RIXML.org New Executive Director
- July 14, 2016: Mary Lou Von Kaenel, Managing Director of FIF, will provide a summary on the implementation factors for the Tick Size Pilot at the 2nd Annual STANY Wall Street Bootleggers’ Tasting & Meeting at the Modern Arts Loft.
- May 19, 2016: At the Securities Trader’s Association meeting at Fenway Park in Boston, Tom Jordan, Bill Hebert and Roger Peterkin had the opportunity to speak with Governor Charlie Baker of Massachusetts.
- May 19, 2016: Jordan & Jordan Selected as Best Supporting Services Provider at the 2016 Annual Inside Market Data and Inside Reference Data Awards Ceremony which took place at the Marriott Marquis in New York.
- May 18, 2016: Tom Knorring was inducted into the Inside Market Data Hall of Fame after an introduction from Tom Etheridge, Tom Jordan, Tom Haley, Leo McBlain and Max Bowie.
- May 18, 2016: Barry Raskin, Managing Director of Management Consulting at Jordan & Jordan, will be Chairman of the Inside Market Data stream at the North American Financial Information Summit.
- April 25, 2016: Courtney Doyle McGuinn, Operations Director of FIX Trading Community, was elected as Secretariat to the ISO 20022 Derivatives SubSEG which is a group that will be approving the messages submitted by ESMA for MiFID II/MiFIR for the OTC & Listed Derivatives space.
- April 14, 2016: Jordan & Jordan exhibited at FIX Trading Community’s Americas Trading Briefing – stop by our table to see a demonstration of our Market Data Reporting (MDR) and Execution Compliance and Surveillance Service (ECS) products.
- April 14, 2016: Tom Jordan, President of Jordan & Jordan, moderated the panel, “US Regulations – Market Wide Risks and Hot Topics” at the FIX Trading Community - Americas Trading Briefing.
- April 7, 2016: Tom Jordan, President of Jordan & Jordan, moderated the panel, “Regulatory Reflections - Perspectives from a Regulator, an Exchange and an Economist” at the Security Traders Association of New York 80th Annual Conference and Dinner.
- March 3rd, 2016: Tom Jordan, President of Jordan & Jordan, spoke on the panel, “Cybersecurity – Is this the Greatest Threat to Financial Markets?” at the FIX Trading Community’s 2016 EMEA Trading Conference.
- February 16, 2017: Barry Raskin, Managing Director of Management Consulting at Jordan & Jordan moderated the panel, “Mergers and Acquisitions: New Identities Being Created” at the FISD Issue Brief & Networking Reception.
- January 29, 2016: Debra Heffernan, Senior Consultant at Jordan & Jordan, is quoted in a FinOps Report article on market data expense management, “Squeezing Market Data Costs: Why, When, Where and How”.
- January 13, 2016: PRESS RELEASE - Barry Raskin to lead Jordan & Jordan’s Management Consulting Practice
2015
- November 12, 2015: - Chris Montagnino and Tom Jordan will be attending the 25th Annual STANY International Reception & Holiday Party hope to see you there
- November 11, 2015: - Tom Jordan, President of Jordan & Jordan, spoke on contemporary management issues at an Executive Seminar at St. Peter’s University on Veteran’s Day.
- November 10, 2015: - Tom Jordan, President of Jordan & Jordan, represented The Knights of St. Patrick at the Friends of New York City Vietnam Memorial Plaza Luncheon at the Metropolitan Club.
- November 10, 2015: Tom Etheridge, Managing Director of Jordan & Jordan will moderate the panel, “Inspector Gadget just looked at your Market Data Operation...” at the Asia Pacific Financial Information Conference host by FISD.
- November 9, 2015: – Tom Jordan, President of Jordan & Jordan, moderated the FIF Tick Size Pilot Event sponsored by Pershing and BNY Mellon Capital Markets.
- October 17, 2015: – Jordan & Jordan’s 24th Annual West Point Football Game and Tailgate Party proved to be a fun-filled event for clients, employees, and friends – see photos.
- October 14, 2015: Lou Von Kaenel, Managing Director at Jordan & Jordan will speak on the panel, “Regulatory and industry changes: where are we now?” at SunGard’s Securities Processing Customer Summit taking place in New York.
- October 7, 2015: Krystle Rudzinski, Data Licensing Specialist at Jordan & Jordan will speak on the panel, “Market Data Compliance Made Easy (but not Fun)” at FISD’s 2015 World Financial Information Conference taking place in New Orleans.
- October 5, 2015: Tom Jordan, President & CEO of Jordan & Jordan will speak on the panel, “Regulations in Rapid Fire” at the FISD’s 2015 World Financial Information Conference taking place in New Orleans.
- October 1, 2015: Tom Etheridge, Managing Director of Jordan & Jordan will moderate the panel, “Optimizing your data strategy enhance trading performance” at the Chicago Trading & Technology Summit 2015.
- August 24, 2015: RIXML.org and Componentization Featured on Integrity Research Associates Blog
- May 15, 2015: J&J Selected as “Best Supporting Service Provider” at 2015 Inside Market Data Awards
- May 15, 2015: PRESS RELEASE - George Francis Rejoins Jordan & Jordan Market Data Team
- April 30, 2015: PRESS RELEASE - Chris Montagnino Joins Jordan & Jordan as Director, Compliance Services
- April 30, 2015: Tom Etheridge, Managing Director, Market Data Services, will moderate the panel, "Focus on Data Governance" taking place at the FISD Toronto Event.
- April 16, 2015: PRESS RELEASE - Daniela Leggiadro to Lead Market Data Expense Management for Jordan & Jordan.
- April 16, 2015: Tom Jordan, President of Jordan & Jordan, moderated the panel, “Hot Topics in Market Structure and Compliance” taking place at STANY’s 79thAnnual Conference & Dinner.
- April 15, 2015: Tom Jordan, President of Jordan & Jordan, moderated the panel, “Meeting the Needs of the Buy-Side” at the FIX Trading Community’s Americas Trading Briefing.
- March 26, 2015: Tom Jordan, President of Jordan & Jordan headed a Consolidated Audit Trail panel at the FIF 2015 Consolidated Audit Trail Event hosted by BNP Paribas.
- March 18, 2015: Tom Etheridge, Managing Director of Market Data, quoted in Markets Media article, “Tracking Market Data Usage: A Costly Exercise”.
- March 17, 2015: Tom Etheridge, Managing Director of Market Data, quoted regarding the launch of the MDR managed service in the Wall Street Letter article, “J&J launches MDR managed service”.
- March 9, 2015: PRESS RELEASE – Jordan & Jordan’s Market Data Reporting (MDR) Managed Service.
- January 15, 2015: Manisha Kimmel, Managing Director, Financial Information Forum (FIF), moderated the Managing Derivative Risk in a Post-Dodd Frank World panel at the 89th Annual Mid-Winter Meeting of the Security Traders Association of Chicago at the Hilton Chicago.
- January 13, 2015: FIF's Kimmel named to SEC Market Structure Committee. The SEC announced the members of a new Equity Market Structure Advisory Committee.
2014
- November 10, 2014: Tom Etheridge, Managing Director of Market Data, spoke at the AFPIC 2014 conference and was mentioned in the Inside Market Data article entitled, "AFPIC 2014: Data Managers Highlight Need for Standards, Compliance".
- November 5, 2014: The UTP Operating Committee announced today that Nasdaq has been selected as the UTP Processor.
- November 3, 2014: Jordan & Jordan is pleased to announce the addition of Debra Heffernan to our Management consulting and Regulatory Compliance Practice, see full press release for details.
- October 9, 2014: Tim Healy, Global Marketing and Communications Manager for the FIX Trading Community, co-authored an article for Best Execution titled, "Derivatives trading focus : Electronic trading".
- September 12, 2014: Courtney McGuinn wrote a piece for the Tabb Forum with regards to a recent drive from the buy-side group within FIX to seek more transparency around where their trades are sent and not executed.
- August 18, 2014: Jack Roehrig's comments, on the impact of Social Media in the Research space, were included in a recent blog post from Integrity Research Associates.
- June 10, 2014: Jordan & Jordan announces latest updates to compliance reporting functionality for the Execution Compliance and Surveillance Solution (ECS) platform.
- June 5, 2014: Jordan & Jordan announces the availability of the UTP SIP Administrator RFP to interested firms.
- May 6, 2014: FIF was recently quoted speaking about FINRA's CARDS initiative.
- May 5, 2014: Tom Etheridge, Managing Director, Market Data Services, Jordan & Jordan is speaking on Reviewing the Review: A Discussion on the Audit Process at the FISD Toronto event.
- April 29, 2014: Jordan & Jordan puts out press release about the release of the RFP for the UTP SIP Processor.
- March 6, 2014: Tom Jordan, President of Jordan & Jordan, will be speaking on, "US Regulation - what does the EMEA region need to know?" at the EMEA Trading Conference 2014 hosted by the FIX Trading Community.
- February 20, 2014: Jordan & Jordan puts out press release on its role in the UTP SIP and Administrator RFPs.
- February 13, 2014: Courtney Doyle McGuinn, Operations Director of FIX Trading Community, will be moderating the "Buy-Side Only Breakfast: Where's My Order? Developments in Execution Venue Analysis" at the 10th Annual Americas Trading Conference hosted by the FIX Trading Community.
2013
- December 9, 2013: Tom Jordan, President and CEO of Jordan & Jordan, received the fifth Market Data Lifetime Achievement Award at the 2013 World Financial Information Conference in Lisbon. The honor recognizes leaders who have advanced the financial information industry over the past 25 years.
- November 20, 2013: Thair Joshua, Program Director, Financial Information Forum will moderate a roundtable discussion at the FIX Trading Community Americas Regulatory Briefing
- November 20, 2013: Tom Jordan, President & CEO, will moderate a roundtable at the FIX Trading Community Americas Regulatory Briefing focused on reporting.
- November 20, 2013: Manisha Kimmel, Executive Director, Financial Information Forum, will be moderating the panel "How Institutional Knowledge and Industry Cooperation Can Save the Day" at the FIX Trading Community's Americas Regulatory Briefing in New York City.
- November 7, 2013: Manisha Kimmel, Executive Director, Financial Information Forum, will participate in a Consolidated Audit Trail panel at the Thomson Reuters Beta User Conference. The panel will be hosted at the Pelican Hill Resort in Newport Coast, CA.
- October 24, 2013: Manisha Kimmel, Executive Director, Financial Information Forum, will be taking part in the Liquidnet Trade Support Forum Lightning Round.
- October 3, 2013: Manisha Kimmel, Executive Director, Financial Information Forum, will be on "Consolidated Audit Trail, CAT; Our Industry's Reaction, Thus far" panel at the STA's 80th Annual Market Structure Conference at the JW Marriot, Washington D.C.
- September 26, 2013: Tom Etheridge, Managing Director of Market Data, will moderate the panel, "Is it Possible to share the Customer Data Needed for AML, KYC, CBR and FATCA Reporting Requirements?" at the Operational Data Management Conference on September 26, 2013 hosted by the Financial Technology Forum.
- September 18, 2013: Jack Roehrig was quoted in the Integrity Research Associates blog entitled Tweeting the Markets"
- September 10, 2013: Manisha Kimmel, Executive Director, FIF to moderate market structure panel at Inside Market Data Chicago.
- August 28, 2013: Tom Jordan, CEO of Jordan & Jordan, was quoted in a Wall Street Journal article about the NASDAQ data feed outage.
- August 1, 2013: Jordan & Jordan's Execution Compliance & Surveillance migration to the cloud mentioned on The Wall Street Journal, Automated Trader, Banking Technology, Finextra, and Markets Media.
- June 18, 2013: Manisha Kimmel, Executive Director, Financial Information Forum, will participate in the Consolidated Audit Trail panel at SIFMA Tech on June 18, 2013 in New York City.
- June 3, 2013: Jordan & Jordan Selected as Best Supporting Services Provider at the 2013 Annual Inside Market Data and Inside Reference Data Awards Ceremony which took place at the Marriott Marquis in New York.
- May 1, 2013: RIXML.org Participation in May 1st Quark Thought Leadership Summit, NYCRIXML.org will participate in Associate Member Quark's Enterprise Solutions Thought Leadership Summit: "Opportunities for Mobile Publishing for Investment Research" to be held on May 1st , 2013 at Bayards, One Hanover Square, NYC, from 4:00pm - 6:30pm. Representatives from Quark, Frost Consulting and IBM will present.
- April 29, 2013: Manisha Kimmel, Executive Director, Financial Information Forum, will participate in the Consolidated Regulatory Reporting: Operational Risks and Challenges panel at the SIFMA Operations Conference in Boca Raton, Florida on Monday, April 29, 2013.
- April 16, 2013: Jordan & Jordan's compliance validation review discussed in Wall Street & Technology article, Nasdaq OMX FinQloud R3 Meets SEC/CFTC Regulatory Requirements, Say Consultants.
- April 10, 2013: Jordan & Jordan's compliance validation review discussed in Information Management's article, "Consultants: Nasdaq Cloud Satisfies Trading Records Compliance".
- March 20, 2013: Jordan & Jordan validates that FinQloud TM R3 provides tools to meet record keeping obligations of SEC Rule 17a-4 and CFTC Rule 1.31.
- March 11, 2013: Jordan & Jordan's ECS Monitors Compliance with new Limit Up-Limit Down Regulation
- March 7, 2013: Manisha Kimmel, Executive Director, FIF was quoted in Bloomberg News regarding the Consolidated Audit Trail.
- March 4, 2013: RIXML.org Press Release: The production release of our Research Data Tagging Schema(taxonomy) version 2.4 represents a significant milestone for RIXML.
- January 22, 2013: Jordan & Jordan promotes from within, Jim Sudol becomes Director, Market Data Services
2012
- December 6, 2012: Jack Roehrig and RIXML.org will participate in Blue Matrix's 7th Research Roundtable Client Event on December 6th, at the Crosby Street Hotel in NYC. Jack will be part of a strategy roundtable of senior management and strategic planning executives from Blue Matrix client firms to discuss critical issues facing the Research business in the coming year.
- December 3, 2012: Arsalan Shahid, Program Director, Financial Information Forum will moderate the panel, "Evaluating the benefits and limitations of cloud computing" at the Waters USA 2012 event.
- November 19, 2012: RIXML.org will participate in the November 19th, 2012 Investorside Research Associaton's Members Day 2012 conference to be held at the Yale Club in NYC. Jack Roehrig will moderate the panel "Informaton Exchange in the New World Order", and will be joined by Sara Noble, Director, Product Strategy at Blue Matrix, Richard Brandt, Director of Financial Service Solutions, Quark, and Seth Cutler, Director, Mobile Product Development, FactSet Research Systems.
- October 23, 2012: Tom Jordan, President & CEO, will participate on a panel at the FPL Americas Trading Conference on 23 October. http://fixprotocol.org/fplevents/americas_2012/program.html The panel will discuss the "Quality of Markets" by considering fragmentation, complexity, regulation and different trading models.
- October 23, 2012: Courtney Doyle McGuinn, Operations Director of FIX Protocol Ltd., is moderating the panel "Understanding the Needs of the Buy-Side Community" and Tom Jordan, President of Jordan & Jordan, is speaking on the panel "Quality of Markets in Question" at the FPL Americas Conference 2012 in New York City.
- October 3, 2012: Martin Bentsen, director of Jordan & Jordan's Cost Basis Reporting practice, moderates the "Corporate Actions Impact on Cost Basis Reporting" session at the 6th Annual Corporate Actions Processing Conference taking place at Bayards in NYC.
- October 3, 2012: Arsalan Shahid, Program Director, Financial Information Forum will moderate the panel, "Ensuring due diligence and best practices for security, compliance and governance in the cloud" at the Buy-Side Technology North American Summit 2012.
- September 27, 2012: Manisha Kimmel, Executive Director, Financial Information Forum to moderate the panel, "Thinking Outside the Loop: infrastructure and connectivity for joined-up trading strategies" at Inside Market Data Chicago 2012.
- July 10, 2012: Tom Jordan, President of Jordan & Jordan, is quoted regarding consolidated audit trail in the Bloomberg News story, "SEC Poised to Vote on Broad Stock Surveillance System."
- June 21, 2012: Jordan & Jordan will be taking part in the Hiring Our Heroes: Veterans On Wall Street job fair taking place from 9am-1pm on Thursday June 21st at the 60 Wall Street Atrium.
- June 19, 2012: Tom Jordan, President of Jordan & Jordan, is moderating the panel, " Market Structure Lifecycle," at the FIF Market Structure Lifecycle Event.
- May 22, 2012: Jordan & Jordan awarded Best Supporting Services Provider in Market Data at 2012 Inside Market Data and Inside Reference Data award ceremony.
- May 15, 2012: Arsalan Shahid will testify at the IRS Hearing on proposed FATCA regulations as part of FIF FATCA WG representation.
- May 10, 2012: Martin Bentsen, Senior Advisor for Jordan & Jordan's Cost Basis Practice, will moderate the session, "Cost Basis Reporting: Looking Ahead" at the Scivantage Cost Basis Working Group Panel Discussion and Networking Reception.
- May 3, 2012: The Financial Information Forum will host an options-focused meeting at the 2012 Options Industry Conference in New Orleans. Meeting Information.
- April 25, 2012: Tom Jordan, President of Jordan & Jordan, is giving a presentation entitled "Outsourcing of Reference Data: the Dream vs. Reality" at the Financial Technologies Forum Reference Data Seminar. Download the Powerpoint presentation.
- April 23, 2012: Manisha Kimmel, Executive Director of the Financial Information Forum will speak on Regulatory and Industry Hot Topics at the Thomson Reuters BETA Spring Regulatory Conference in St. Louis, MO.
- April 17, 2012: Arsalan Shahid, Program Director, Financial Information Forum will moderate the panels, "Do you have the Capacity to meet competitive demands?" and "Ensuring your cloud delivers value not vapor" at the North American Trading Architecture Summit 2012.
- March 28, 2012: Jack Roehrig will present on a panel at an upcoming eSeminar entitled "The Big Breakup ! Why content componentization is shattering the foundation for monolithic documents", hosted by Quark. This eSeminar will take place on Wednesday, March 28th, from 11:00am - Noon(EST). Registration is required. Please refer to the link for further information and registration detail. Meeting Registration and Information
- March 16, 2012: Arsalan Shahid is attending the IRS public hearing on proposed Cost Basis regulations for Debt and Options as part of FIF Cost Basis WG representation.
- March 13, 2012: Courtney Doyle McGuinn, Operations Director of FIX Protocol Ltd., is moderating the panel "Industry Standards: Ask the Experts" at the EMEA Trading Conference in London.
- March 1, 2012: Courtney Doyle McGuinn, Operations Director of FIX Protocol Ltd., is moderating the panel "Risk Controls: Developing Best Practices" at the FPL Mexico Trading Briefing 2012 in Mexico City.
- February 29, 2012: RIXML.org is participating in the 2012 XBRL and Financial Analysis Technology Conference taking place at Baruch College. Complimentary registration is available.
- February 28, 2012: Tom Jordan, President of Jordan & Jordan, is moderating the panel, "LTR Across the Order Lifecycle," and Manisha Kimmel, Executive Director of FIF, is moderating a panel focused on large trader broker dealer reporting at the FIF Large Trader Event.
- February 22, 2012: Martin Bentsen, director of Jordan & Jordan's Cost Basis Reporting practice, discusses the burden on broker-dealers' client services and operations staff now as 1099-Bs are being distributed to clients for the first time since cost basis reporting became effective for the 2011 tax year. "A Gathering Storm" by Eugene Grygo, Financial Technologies Forum, LLC.
- February 16, 2012: Manisha Kimmel, Executive Director of the Financial Information Forum, is presenting an update on the Large Trader Initiative at the SunGard Phase 3 User Conference in New York City.
2011
- November 15, 2011: Tim Glenister, Managing Director for Market Data at Jordan & Jordan, is moderating the panel, "Market Data Rationalization: Buying Only What You Really Need and Paying Less for What You Keep Buying," at the Financial Technology Forum 2011 Fall Workshop in Boston.
- November 3, 2011: Martin Bentsen is presenting the details of the Scivantage/Jordan & Jordan Cost Basis Reporting Assessment Program at the Scivantage Client Conference 2011 at The Palazzo Las Vegas.
- November 2, 2011: Tom Jordan, President of Jordan & Jordan, and Manisha Kimmel are speaking at a webinar, "Understanding your Large Trader Responsibilities," through a partnership of FIF, STA and FTEN.
- November 1, 2011: Tom Jordan, President of Jordan & Jordan, is speaking on the panel, "Developments in Wealth Management and Investment Advisor Solutions," at the FPL Americas Trading Conference at the New York City Metropolitan Pavilion.
- October 26, 2011: Tom Jordan, President of Jordan & Jordan, is quoted regarding historical observations and the current environment in The Trade News lead story, "Has the Big Bang sputtered to a fizzle?"
- October 21, 2011: The Jordan & Jordan/Scivantage Cost Basis Reporting Assessment Program is featured in the Securities Technology Monitor blog article, "Cost-Basis Reporting: Know Thyself."
- October 20, 2011: Jordan & Jordan & Scivantage announce a partnership to offer a Cost Basis Reporting Assessment Program: an in-depth review of a financial institution's preparedness to meet current and upcoming regulatory requirements.
- October 20, 2011: Tom Jordan, President of Jordan & Jordan, is moderating the panel, "Ready or Not, Here They Come..." at the FIF Market Structure Event at NASDAQ MarketSite Times Square. The panel covers implementation issues for Large Trader Reporting, Limit Up-Limit Down and the Consolidated Audit Trail.
- October 19, 2011: Martin Bentsen, Senior Advisor in Jordan & Jordan's Cost Basis Practice, is co-hosting a webinar, "Cost Basis Reporting Assessment: Beyond Technology - Are You Fully Prepared?" with Cameron Routh, Senior Vice President of Strategic Products at Scivantage.
- September 22, 2011: Jack Roehrig, Executive Director of RIXML.org, is presenting at the Blue Matrix Research Roundtable Client Event at the Crosby Street Hotel in New York City.
- September 13, 2011: Manisha Kimmel, Executive Director of the Financial Information Forum, is moderating the panel, "Co-location, co-location, co-location: where are we now with network routes and proximity hosting services?" at the Inside Market Data Chicago 2011 conference.
- September 13, 2011: Tom Etheridge, Managing Director of Market Data for Jordan & Jordan, is moderating the panel, "Data management in Chicago's investment community," at the Inside Market Data Chicago 2011 conference.
- July 19, 2011: Michael O'Conor, Director at Jordan & Jordan, and Manisha Kimmel, Executive Director of the Financial Information Forum, were both quoted in the article, "Brokers See Challenges Ahead to Meet Sponsored Access Mandates," in Traders Magazine online edition.
- June 17, 2011: Courtney Doyle McGuinn is quoted in the article, "FPL Kicks Off Fixed-Income Initiative," in Wall Street Letter.
- June 17, 2011: Jack Roehrig, Executive Director of RIXML.org, is interviewed by The Dynamic Publisher in the blog entry, "Research 2.0: Ready to Go Viral!"
- June 16, 2011: Michael O'Conor is quoted in the article, "Brokers Scramble as Naked Access Ban Nears," in Traders Magazine online edition.
- June 15, 2011: Courtney Doyle McGuinn is quoted in the article, "12 Sell Side Firms Urge Fixed Income Venues to Adopt FIX," in Wall Street & Technology.
- June 14, 2011: Tom Jordan, President of Jordan & Jordan, is moderating the panel, "Virtuous Cycle or Vicious Circle? The Evolving U.S. & European Trading Landscape," at the Financial Information Forum Event taking place at the London Hotel in New York City.
- June 14-16, 2011: Jordan & Jordan is exhibiting in booth 1301 at the SIFMA Financial Services Technology Expo at the Hilton New York.
- June 2, 2011: Manisha Kimmel is quoted in the Bloomberg article, "Option Market-Share Data Is in Doubt as Group Calls for Review."
- May 24, 2011: Tom Jordan is moderating the panel, "Changes in Exchanges," at the Inside Market Data North American Financial Information Summit 2011 at the Marriott Marquis in New York City.
- May 17, 2011: Courtney Doyle McGuinn, Operations Director of FIX Protocol Ltd., is participating on a panel at NYSE's Buy-Side Technology Forum in New York to discuss current initiatives of the FPL Buy-Side Committee as well as next areas of focus for the group.
- May 10, 2011: Courtney Doyle McGuinn, Operations Director of FIX Protocol Ltd., is presenting to the SIFMA Data Management Committee an overall background of FPL and some of the latest initiatives, as well as an overview of the FIX Protocol and its growth over the last 2 decades.
- May 9, 2011: Michael O'Conor is quoted in the article, "Short Sale Rule Catching Long List of Stocks," in Traders Magazine online edition.
- May 4, 2011: Courtney Doyle McGuinn, Operations Director of FIX Protocol Ltd., is presenting to the Securities Trading Association (STA) Trading Issues Committee about the FIX Protocol and FPL and providing an introduction to the initiatives covered by the FPL Buy-Side Committee.
- April 8, 2011: Tom Jordan, CEO of Jordan & Jordan, is quoted in the Bloomberg Business article, "Europe Markets, Data Vendors Reach Deal on Stock-Trade Data."
- April 6, 2011: Tom Jordan, CEO of Jordan & Jordan, is speaking at the Capital Markets Consortium roundtable, "Markets in Financial Instruments Directive (MiFID II): Description and Impact.".
- March 22, 2011: Tom Jordan, President of Jordan & Jordan, is moderating the FIF panel discussion, "Navigating the Latency Roadmap," hosted by Thomson Reuters at 3 Times Square.
- March 1, 2011: Tom Jordan, President of Jordan & Jordan, is speaking on the panel, "The European Consolidated Tape," at the FPL EMEA Trading Conference in London at the Old Billingsgate.
- March 1, 2011: Courtney Doyle McGuinn is moderating the session, "Industry Standards Coordination Group" - The Reality of One Business Model at the FPL EMEA Trading Conference in London at the Old Billingsgate.
- February 28, 2011: Jordan & Jordan's Execution Analytics and Compliance Solution (ECS) responds to client needs and offers a solution for short sale monitoring.
- February 16, 2011: Manisha Kimmel is moderating a NASDAQ sponsored panel discussion on the implications of Market Access Rule in Chicago.
- February 11, 2011: Tom Etheridge, Managing Director of Market Data for Jordan & Jordan, is quoted in the Inside Market Data article, "Exchange Mergers Eye Data Synergies."
- February 3, 2011: Jack Roehrig, Executive Director of RIXML.org, is participating in the 2010 Investorside.org Members' Day Conference at the Capitol Hill Club, 10:00am - 4:00pm, in Washington DC.
- January 24, 2011: Michael O'Conor is quoted in the article, "Exchanges Take Lead on Limit Up/Limit Down," in the Wall Street Letter.
2010
- December 14, 2010: Tom Jordan, CEO of Jordan & Jordan, is moderating the FIF Year End Event, "Implementing Risk Controls," hosted by NASDAQ OMX.
- December 13, 2010: Michael O'Conor was quoted in the December 13th Wall Street Letter, discussing the competitive landscape in the Order Router market.Consultants: Routers Must Adapt To Survive
- November 22, 2010: Tom Jordan, CEO of Jordan & Jordan, is quoted in the Bloomberg Business article, "NYSE Euronext to Start Consolidated Europe Stock Tape."
- November 1, 2010: Tom Jordan, CEO of Jordan & Jordan, discusses the Top Ten Trading Implementations for 2011 in Issue 12 of TNS's Xchange Magazine.
- November 1, 2010: Tom Jordan, CEO of Jordan & Jordan, is quoted in the Swift Dialogue article, "The Industrialisation of Data Management."
- October 25, 2010: Tom Jordan, CEO of Jordan & Jordan, was honored Monday evening by Inside Market Data as one of the Top 25 Innovators in Market Data for his contribution as an Advocate to this industry. He was inducted into their Hall of Fame and recognized as a leader who helped shape the Market Data Industry over the past 25 years.
- October 25, 2010: Jordan & Jordan is hosting a webinar, "Final Revisions to the Cost-Basis Reporting Regulations: The Good, the Bad and the Ugly," focusing on the differences between the proposed and final regulations and remaining preparations for cost basis reporting.
- October 25, 2010: Greg Malatestinic, Senior Technology Analyst at Jordan & Jordan, is quoted in the Wall Street Journal article, "Coding Switch to Make Algorithmic Trading Even Faster."
- October 21, 2010: Tom Jordan is moderating the "Going Global" panel at the FPL Americas Trading Conference at the Metropolitan Pavilion in New York City.
- October 18, 2010: Tom Jordan is moderating a panel, "Tomorrow's Trading Systems: Ensuring Compliance, Achieving High Performance," at the FIF Event in the New York Stock Exchange.
- October 15, 2010: Arsalan Shahid's article, "FIF/FPL Regulatory Reporting Working Group: Gaining Traction," was featured in FIX Global's "The Electronic Trading Journal," Vol 3 Issue 3.
- October 13, 2010: Mary Lou Von Kaenel is moderating the session, "Benefits & Challenges of Implementing the New Cost Basis Reporting Law," at the Financial Technologies Forum's 4th Annual Corporate Actions Processing Conference taking place at Bayard's in New York City.
- October 12, 2010: Tom Etheridge is moderating two sessions, "The thirst for liquidity, hungry for content meeting demand while managing the data tsunami," and "Reducing Risk with Enterprise Data Management Strategies," at the Asia Pacific Financial Information Conference at the JW Marriot Hotel in Hong Kong.
- October 7, 2010: Tom Jordan is moderating a discussion at the FMW Conference on Cloud Computing in the Financial Services Industry in New York City at Bayard's.
- September 30, 2010: Courtney Doyle McGuinn is moderating the session, "The FIX Protocol: Offering Mexican Firms Cost Savings and Efficiency Gains," at the FPL Mexican Briefing 2010 taking place at the JW Marriott Mexico City Hotel.
- September 28, 2010: Tom Jordan spoke at a Capital Markets Consortium Conference discussing NetCoalition and SIFMA vs. the SEC: The D.C. Circuit Court of Appeals Decision and the Price of Market Data.
- September 27, 2010: Greg Malatestinic is participating in the session, "Algo Trading - Next Generation Technologies for New Markets," at the A-Team High Performance Technologies for Trading and Risk Conference at the Roosevelt Hotel in New York City.
- September 23, 2010: Jack Roehrig and RIXML.org are participating in the Investorside community event, "Latest Advances in Research Distribution Technology," in NYC at the Yale Club.
- October 22, 2010: Michael O'Conor is representing Jordan & Jordan at the Security Trader Association's 77th Annual Conference and Business Meeting, "Wall Street & Washington: Finding the Balance."
- September 14, 2010: Tom Etheridge is moderating the session, "End-user Panel: Data Management in Chicago's Investment Community," at the Inside Market Data Chicago 2010 Conference taking place at the Mid-America Club in Chicago.
- September 10, 2010: Michael O'Conor was elected as a special consultant to the Board of Directors of the Security Traders Association of New York (STANY).
- September 8, 2010: Jordan & Jordan recruiters are attending a Career Expo at the Thayer Hotel at West Point, NY. This event focuses on providing transitioning service members the opportunity to meet our representatives, share their resumes, and discuss their specific skill set.
- August 25, 2010: Tom Jordan visited the NYSE and participated in the ringing of The Opening Bell alongside Citi and NYSE Technologies to highlight J&J's collaboration with NYSE Technologies on the successful implementation of the DART Data Management Initiative at Citi.
- July 7, 2010: Tom Jordan is moderating the panel at the FIF Event: Market Transparency Evolution Across NMS Securities, Pinks & Bullies.
- June 22-24, 2010: Jordan & Jordan will be exhibiting at the SIFMA Financial Services Technology Expo at the Hilton New York. Please visit us at booth #1301 to learn about the latest products and services Jordan & Jordan provides.
- June 11, 2010: Dave Buckmaster is cited in The Wall Street Journal regarding Jordan & Jordan's comment letter to the NY Federal Reserve on tri-party repo reform.
- June 3, 2010: Jack Roehrig will participate in a panel to discuss research industry trends at the Fifth Blue Matrix Research Roundtable, at the Crosby Street Hotel in New York.
- May 27, 2010: Jordan & Jordan awarded Best Supporting Services Provider in Market Data at 2010 Inside Market Data and Inside Reference Data award ceremony.
- May 25, 2010: Jordan & Jordan is nominated as finalist for Best Supporting Services Provider, Inside Market Data 2010 Award.
- May 24, 2010: Analysis from Jordan & Jordan's Execution Analytics and Compliance Solution (ECS) demonstrates that 56 S&P 500 stocks would have triggered the newly proposed stock-by-stock circuit breakers on May 6.
- May 17, 2010: Statistics from Jordan & Jordan's Execution Analytics and Compliance Solution (ECS) reveal that 35% of stocks would have triggered the short sale circuit breaker on May 6.
- May 10, 2010: Effective Date for SEC Amendments to Reg SHO. Data gleaned from Jordan & Jordan's Execution Analytics and Compliance Solution (ECS) provided the basis for our Short Sale comment letter, which was referenced in the SEC's final rule filing for Amendments to Regulation SHO.
- May 7, 2010: Jordan & Jordan has expanded its presence in the UK. See press release and Inside Market Data article, "Jordan & Jordan Bolsters London Staff."
- April 23, 2010: Sara Brady's article, "The Truth About Cost-Basis Reporting: You're Not as Ready as You Think," was published in BNA Daily Tax Report Issue 74.
- April 21, 2010: Jordan & Jordan is hosting a webinar, "Cost Basis Reporting: Implementation, Procedures and Work Flow," focusing on implementation considerations, procedural changes and impact workflows in the effort to become compliant with the cost basis reporting regulations.
- April 13, 2010: Greg Malatestinic is speaking on the panel, "FIXatdl: Delivering Benefit to the Algorithmic Trading Community," at the FPL Americas Quarterly Meeting.
- March 31, 2010: Tom Jordan is moderating the panel, "Tackling Industry Initiatives: From OSI to Cost Basis," at the FIF Quarterly Event.
- March 17, 2010: Tom Jordan, President, was quoted in CIO.com's article, "How Evolving Business Strategies Are Changing the Nasdaq CIO's Role."
- March 8, 2010: RIXML will be exhibiting at the Raymond James 31st Annual Institutional Investors Conference. Jack Roehrig will be available to discuss RIXML initiatives for 2010.
- February 17, 2010: Arsalan Shahid is attending the IRS public hearing on proposed Cost Basis regulations as part of FIF Cost Basis WG representation.
- February 16, 2010: Rich Shriver is leading a discussion on electronic trading to Cisco Financial Services Sales Professionals.
- February 3, 2010: Tom Jordan, President, is quoted on Bloomberg regarding lawsuit against Options Exchanges and OCC.
- January 27, 2010: Rich Shriver is moderating a panel on Best Practices for Approaching the Real-Time Enterprise Risk Endeavor at Financial Technologies Forum Real-Time Risk Workshop.
- January 25, 2010: Jordan & Jordan's partnership with NYSE Technologies generates pilot program with Citigroup, see press release and Inside Market Data article, "Citi Aims DART at Data Spend, Compliance," for additional details.
- January 19, 2010: Michael O'Conor, Director at Jordan & Jordan was quoted in the article, "Industry Prepares," providing insight on the status of the Options Symbology Initiative (OSI) published by Inside Reference Data.
2009
- December 10, 2009: Tom Jordan is moderating the panel at the FIF 2009 Year End Event: Enabling Technologies: From Market Data to Market Structure.
- November 24, 2009: Rich Shriver, as co-chair of the FPL Market Data Optimization Working Group, is conducting a presentation on the advancements FPL has made in the market data space at FISD's Local Meeting in Toronto.
- November 17-18, 2009: Jack Roehrig will participate in a panel, "The Convergence of Standards", at the XBRL.org US National Conference.
- November 5, 2009: Daniella Baker moderated the "FIX Frontiers: FICC, Drop the Last C" panel and Manisha Kimmel spoke at the "Capacity: How Much Do You Need and When?" panel at the FPL Americas Electronic Trading Conference.
- November 4, 2009: Tom Jordan moderated the "High Frequency Trading: The Fast Paced World of Execution Centers" panel and Courtney Doyle moderated the "Global Update: Around the World in 60 Minutes" panel at the FPL Americas Electronic Trading Conference.
- November 4-5, 2009: The 6th Annual FPL Americas Electronic Trading Conference is taking place at the NY Marriott Marquis Times Square.
- October 22, 2009: Rich Shriver gave an OSI update at the Asset Managers Forum Member Meeting.
- October 14, 2009: Mary Lou Von Kaenel was a panelist at a Corporate Actions Processing Conference. Speaking on "Understanding the New Cost Basis Reporting Law and Requirements for Staying in Compliance," Mary Lou presented the FIF Cost Basis Survey Highlights.
- October 5, 2009: Tom Etheridge will be moderating the "It's a Deal: Cost Management and Commercial Tension" panel at the World Financial Information Conference.
- September 10, 2009: Tom Jordan will moderate the panel at the "FIF Quarterly Event: The future of Retail Brokerage: Challenges and Opportunities".
- September 9, 2009: Tom Jordan was interviewed by MarketsWiki "Five Minutes With Thomas Jordan".
- August 17, 2009: Manisha Kimmel was quoted in the article "Opra Increases Data Traffic Projections" published in Inside Market Data, August 17, 2009 Vol 24 No 46
- June 29, 2009: Tom Jordan moderated "FIF Symbology Symposium III - The Road to Readiness" on June 29.
- June 24, 2009: Tom Jordan spoke on the Do or Die - 2009 Mission Critical Projects" panel at the SIFMA Technology Management Conference in New York.
- Jine 23-25, 2009: Jordan & Jordan exhibited at the SIFMA Technology Management Conference & Exhibit at the Hilton New York.
- June 23, 2009: Jordan & Jordan has submitted data and comments to the Securities and Exchange Commission in response to the reintroduction of short sale restrictions proposed as Amendments to Reg SHO. Media Coverage: Link 1 Link 2
- June 22, 2009: Leveraging the post-trade analytical capabilities of Execution Analytics and Compliance Solution (ECS), J&J provided statistics in its comment letter to the SEC to support decisions regarding short-sale rule alternatives currently under consideration.
- June 18, 2009: Jordan & Jordan is pleased to announce a new partnership with NYSE Technologies designed to help customers manage and reduce their market data expenses. Please see the attached press release for details.
- May 11, 2009: Courtney Doyle moderated the "View from the Latin American Sell-Side" panel and Daniella Baker moderated the "Algorithmic Trading and DMA in Latin America" panel at the FPL Latin America Conference 2009.
- May 6, 2009: Mary Lou Von Kaenel moderated the "Vendor Roundtable" Panel at the Performance Measurement Conference.
- March 30, 2009: Leo Vozel rejoins the Jordan & Jordan Market Data team.
- March 25, 2009: Tom Jordan spoke on "Doing More with Less" panel at the FIF Quarterly Event.
- March 17, 2009: Tom Jordan, President and CEO, marched in New York City's St. Patrick's Day Parade as the Knights of St. Patrick aide to the Grand Marshal Michael J. Gibbons.
- March 11, 2009: Jordan & Jordan sponsored FISD's roundtable discussion in Toronto. Tom Etheridge led the discussion on "Credit Crisis: Impact on the Market Data World".
- March 6, 2009: Michael O'Conor wrote an article on Smart Order Routing for The Handbook of World Stock, Derivative & Commodity Exchanges
- March 6, 2009: Courtney Doyle and Daniella Baker of Jordan & Jordan co-authored a chapter in "The Handbook of Electronic Trading" entitled "The FIX Protocol: The Silent Facilitator of Global Electronic Trading."
- February 18, 2009: Rich Shriver was the moderator on the "Strategies for Staying Afloat in the Data Tsunami" panel at the FTF Electronic Trading for Futures & Options Conference in New York.
2008
- December 15, 2008: Tom Jordan quoted in the Securities Industry News Article "Trading Risk the Focus of New FPL Committee."
- December 2-3, 2008: Tom Jordan spoke on "Managing the rapid increase in market data and ensuring data consistency" panel at the SIFMA's first European Technology Management Conference in London.
- November 19-20, 2008: The 5th Annual FPL Americas Electronic Trading Conference took place at the NY Marriott Marquis. Meet with representatives of Jordan & Jordan at this leading electronic trading conference.
- November 5, 2008: Tom Jordan moderated the "Overcoming Reference Data Pitfalls Caused by Regulatory & Compliance Pressures" panel at the FTF Reference Data Conference in New York.
- November 3, 2008: Manisha Kimmel quoted in the November 3rd, "Securities Industry News" article.
- September 23, 2008: FIF OSI Survey Findings were Presented at the SIFMA Symbology Symposium.
- September 22, 2008: Jordan & Jordan's Market Data Practice Adds New Director, Susan Connolly.
- July 18, 2008: Jordan & Jordan's Dave Buckmaster, Senior Advisor on the NewBank Project Team, designed the new approach to resolving the issues that previously surrounded Interbank GCF. Dave worked with FICC, the two clearing banks (JPMorganChase and Bank of New York Mellon), and the Federal Reserve Bank of New York, to reinstate this important trading mechanism which enhances liquidity in the credit markets.
- July 14, 2008: Tom Jordan quoted in the eFinancialnews.com article "US regulator switches the spotlight on brokerage systems."
- June 30, 2008: Daniella Baker's articles "2008 - The 1st FPL Latin America Electronic Trading Conference" and "Standardisation: The Key to Success" and, Michael O'Conor's article "A Spider web of transaction data poses a daunting challenge for today's compliance officers." featured in FIX Global's "The Electronic Trading Journal", Vol 2 Issue 6.
- June 23, 2008: Courtney Doyle moderated a panel that was mentioned in Securities Industry News.
- June 23, 2008: Tom Jordan quoted in the current Securities Industry News, "Where is the Leadership?" article.
- June 12, 2008: Courtney Doyle was the moderator on the "Next Generation Electronic Trading Infrastructure As A Competitive Advantage" panel at the SIFMA's Technology Management Conference in New York.
- June 11, 2008: Tom Jordan spoke on the "Capacity Growth: Evidence, Warnings and Alternatives" panel at the SIFMA's Technology Management Conference in New York.
- June 11, 2008: Manisha Kimmel was the moderator on the "Symbology: What You Need to Know" panel at the SIFMA's Technology Management Conference in New York.
- June 10-12, 2008: Jordan & Jordan participated at the annual SIFMA Technology Management Conference and Exhibit, at the Hilton in New York.
- June 5, 2008: Automated Trader - Journal of Automated and Algorithmic Trading "Do Black Swans Swim in Dark Pools?" article by Jordan & Jordan's Mary Lou Von Kaenel and Greg Malatestinic.
- June 4, 2008: FIX Global Magazine - "A Spider Web of Transaction Data" article by Michael O'Conor, Director, Jordan & Jordan Enterprise Compliance Solution.
- June 1, 2008: Manisha Kimmel participated in IMD's Market Data Capacity Virtual Round Table.
- May 13, 2008: Tom Jordan quoted in the current Wall Street & Technology article, "Staying on Top of the Data Crush", discussing the trend of trading firms moving beyond dual-core processing to multi-core processing to combat mounting data challenges.
- May 8, 2008: At the WST Accelerating Wall Street 2008 conference, Tom Jordan, FIF Advisory Chair, participated in the Data Tsunami: Using Multi-Core Processing to Stay Ahead panel,which was held at the New York Grand Hyatt.
- May 1, 2008: Courtney Doyle participated in IMD's Virtual Round Table article on Standards.
- April 29, 2008: Tom Jordan moderated the "Lessons from the credit crunch: Risk climbs the EDM agenda" panel at the North American Financial Information Summit 2008, which was hosted by Inside Market Data and Inside Reference Data.
- April 17, 2008: Jack Roehrig spoke at the 4th Annual XBRL Conference on the panel entitled, "Using XBRL for Investment Research and Analysis", which was held at Baruch College, New York City.
- February 29, 2008: Tom Jordan moderated the OSI Implementation Across the Trade Lifecycle: Service Provider Perspective panel at the SIFMA Options Symbology Symposium.
- February 28, 2008: Daniella Baker moderated the Algorithmic Trading: Driving the Market Forward panel at the FPL Southern Africa Electronic Trading Conference in Cape Town.
- February 25, 2008: Michael O'Conor elected to the Board of the NASDAQ Exchange.
- February 21, 2008: Tom Jordan spoke on the Quantifying the Value of Algorithms panel at the Financial Research Associates' 2008 6th Annual Best Execution Symposium at the Harmonie Club of New York.
- February 18, 2008: Michael O'Conor quoted in Securities Industry News article, "The High Cost of Best Execution", discussing J&J's view of taking a "pro-active, preventative maintenance" approach to Reg NMS compliance.
- February 13, 2008: Tom Jordan moderated The Derivatives Data Tsunami - Volumes, Throughput and Latencies panel at the Institutional Options Trading Conference at Bayard's in New York City.
- February 12-14, 2008: Courtney Doyle and Daniella Baker represented FPL (FIX Protocol Ltd.) at the SIFMA European eTrading Conference which took place in London.
2007
- December 10, 2007: Sara Brady's article "Lessons learned from the 2007 FPL Americas Electronic Trading Conference" and Daniella Baker's article "DMA is Dead" featured in FIX Global's "The Electronic Trading Journal", Vol 2 Issue 4.
- December 3, 2007: Jack Roehrig, Executive Director of RIXML, quoted in Reuters article related to the potential benefits of the XBRL standards adoption in the U.S.
- November 1-2, 2007: Tom Jordan, Courtney Doyle, Daniella Baker, Greg Malatestinic and Leo McBlain participated on a panels at the FPL Americas Electronic Trading Conference at New York Marriott Marquis Times Square, New York, NY. FPL member-only access to the presentations and videos shown during the FPL Americas Conference are now available.
- October 12, 2007: Jordan & Jordan attended the annual DMD Dinner Dance hosted by SIFMA at the Marriott Marquis October 12th, 2007.
- October 1, 2007: Michael O'Conor quoted in the inaugural issue of A-Team Insight Quarterly in an article on the MiFID versus Reg NMS and what they mean for global firms.
- September 29, 2007: The Jordan & Jordan 16th Annual West Point Football Game and Tailgate Party was held on Saturday, September 29th, 2007. Friends and families of Jordan & Jordan's clients and employees gathered for a full day of activities to watch the Black Knights of Army take on the Owls of Temple. More..
- September 24, 2007: Rich Shriver moderated the panel entitled, Hedge Funds: Their Market Data Needs & Influence on the Industry at the World Financial Information Conference (WFIC 2007).
- September 20, 2007: Michael O'Conor lead a panel discussion on Block Trading Post-Reg NMS: The Sell-Side Perspective at Traders Magazine's Block Trading: The New Rules of Engagement for Electronic & High-Touch Trading Conference held at Baruch College.
- August 24, 2007: Manisha Kimmel discussed the capacity impact of automated equity trading in the September issue of Wall Street & Technology.
- August 20, 2007: Jordan & Jordan's Enterprise Compliance Solution (ECS) discussed in Wall Street & Technology.
- July 30, 2007: Manisha Kimmel, Executive Director, Financial Information Forum discusses the capacity impact of the Options Penny Pilot in Inside Market Data.
- July 16, 2007: At the 2nd Annual Hedge Fund Trading Conference, Tom Jordan participated on the Implications of Reg NMS on Best Execution for Broker/Dealers & Investment Advisors panel at The New York Helmsley Hotel, New York City.
- July 16, 2007: With the assistance of Jordan & Jordan consultant, Dave Buckmaster, the FICC filed with the SEC to return the GCF Repo service to interclearing bank status. Upon approval, this change will enable GCF participants to enter into GCF Repo transactions with GCF participants who clear at a different clearing bank.
- June 20, 2007: Tom Jordan moderated Regulation NMS Panel at the SIFMA 2007 Technology Management Conference & Exhibit at the Hilton New York.
- June 20, 2007: Manisha Kimmel moderated the Market Data Capacity Panel at the SIFMA 2007 Technology Management Conference & Exhibit at the Hilton New York.
- May 2, 2007: Financial Information Forum Advisory Chair, Tom Jordan moderated panel on "Successful outsourcing: Producing return on investment whilst reducing risk" at the North American Financial Information Summit at the Sheraton New York.
- March 31, 2007: "Measuring Up with Latency" by Sergio Bogazzi and Rachel Dale published in Ticker Magazine.
- March 27, 2007: Rich Shriver participated in an Industry Viewpoint: Algorithmic Trading Proliferation and Automating Hedge Fund Strategies Panel at Hedge Fund Industry Forum, at the Yale Club of New York City.
- March 13, 2007: Tom Jordan gave the opening speech at WSTA's Real-Time Trading & Information Distribution Seminar, at the Warwick New York Hotel.
- February 26, 2007: Tom Jordan spoke on the implications of Reg NMS on Best Ex at the 5th Annual Best Execution Symposium at the New York Helmsley Hotel.
- January 8, 2007: Manisha Kimmel quoted regarding OPRA's adoption of the FAST protocol in Inside Market Data. More...
2006
- December 5 - 6, 2006: Rich Shriver and Michael Skutinsky Jr., RIXML.org spoke at The 2nd Annual Managing Market Data Conference held in New York, NY.
- November 28, 2006: Tom Jordan spoke at FIA Expo as part of the FIA Information Technology Division Panel: Tracking Market Data: Who Pays? More...
- November 16, 2006: Richard Shriver spoke at the Financial Technologies Forum: Technology for Securities Operations. More...
- October 30, 2006: FPL Conference, organized by Jordan & Jordan tackles the question of the cost of market data innovation, discussed in a Special Report by Inside Market Data. More...
- October 26, 2006: Richard Shriver spoke at the FPL Americas Technology Focus Day. More...
- October 24 - 25, 2006: Courtney Doyle, Daniella Baker and Manisha Kimmel moderated panels at the FPL Electronic Trading Conference at New York Marriott Marquis Times Square, New York, NY. More...
- October 23, 2006: Leo Vozel quoted in Inside Market Data Asia 2006 article, "Audits Prompt Demand for Data Specialists." More...
- September 28 - 29, 2006: Richard Shriver spoke at the Market Data Technology Conference - Market Data Optimization: Delivering Improved Performance. More...
- August 18, 2006: Thomas J. Jordan Named one of Irish America's "Wall Street 50" for 2006. More...
- June 21, 2006: Tom Jordan moderated a panel discussion on "Building for Reg NMS: Filings & Functionality" at the SIA Technology Management Conference & Exhibit at the New York Hilton. More...
- June 20 - 22, 2006: Jordan & Jordan will exhibit at the SIA Technology Management Conference & Exhibit at the New York Hilton. More...
- June 20, 2006: Michael O'Conor joins Jordan & Jordan as clients prepare for market structure change and Reg NMS. More...
- May 23, 2006: Tom Jordan provided The Asset Managers Forum with an "Update on the Industry Directory Utility - IDU", at their Quarterly Business Meeting. The meeting was held at the Global Financial Markets Conference Center, 360 Madison Avenue, New York City. More...
- May 18, 2006: Tom Jordan was the keynote speaker at the WSTA's Leading Edge Technology Showcase for the Trading Environment event. Tom discussed the growing use of algorithmic trading with a focus on the impact of Reg NMS and the integration of market data to achieving best execution. More...
- May 3, 2006: Tom Jordan spoke at the Next Generation IT Strategies in the Financial Industry event held at the Union League Club, New York, New York. More...
- March 8 - 9, 2006: Leo Vozel moderates the Standardization of Market Data Contracts and Policies panel at the FISD Amsterdam event. The session focused on the opportunities and new developments in standardization of exchange contractual language and policies. More...
- March 2, 2006: Jordan & Jordan Selected by The Bond Market Association to Guide NewBank Implementation. Dave Buckmaster Joins Jordan & Jordan. More...
- February 14, 2006: Tom Jordan quoted in Wall Street & Technology regarding the impact of Reg NMS and how brokerage teams are readying themselves for Reg NMS. More...
- January 31, 2006: Rich Shriver moderates at the FAST Technical Summit. Rich provided the rationale for FAST and moderated various discussions and presentations by leading industry experts at the FAST Technical Summit held at the London Stock Exchange. More...
2005
- December 5, 2005: Manisha Kulkarni moderates panel on Regulation NMS at Waters Congress 2005. Entitled "Adapting to Regulation NMS - how will it affect market participants and their technology requirements? ", Manisha moderated the Panel discussion which focused on current Reg NMS issues and their impact on the markets. More...
- November 28, 2005: Rich Shriver presented at the Trade Tech Derivatives Europe Technology Day on the use of the FAST Protocol for market data. More...
- November 21, 2005: Rich Shriver spoke at the World Federation of Exchanges' Exchange Technology Workshop held at the Massachusetts Institute of Technology in Boston. Rich presented an overview of the FAST Protocol. More...
- November 21, 2005: Manisha Kulkarni, FIF Executive Director, interviewed on Reg NMS in Securities Industry News entitled "Reg NMS will send a New Message to the Markets" by John Sandman. More...
- October 12, 2005: Rich Shriver, Jordan & Jordan, presented the new FAST Protocol for market data at the FOW Derivatives and Securities World on FIX. More...
- October 11, 2005: Leo Vozel on Solving Market Data Issues as an Industry: Best Practices Panel at the 2005 World Financial Information Conference. More...
- October 10, 2005: Tom Jordan moderated CEO Roundtable at 2005 World Financial Information Conference. Entitled "What a Wonderful World it Will Be: CEOs Look to the Future," Tom was joined by CEOs from major financial technology firms examining trends and next steps for their firms and the industry as a whole. More...
- October 1, 2005: Jordan & Jordan hosted its 14th Annual Football Game and Tailgate Party. Friends and families of Jordan & Jordan's clients and employees gathered on Saturday for a full day of activities to watch the Westpoint Black Knights play the UConn Huskies. More...
- September 29, 2005: Tom Jordan, President of Jordan & Jordan, appointed as Investor Representative to CTA Advisory Committee. More...
- September 19, 2005: Tom Jordan Speaks on FIX/ISO Standardization at ISITC's September 2005 Conference. Speaking at the Chicago ISITC Conference, Tom joined a panel of experts discussing both business and technical aspects of implementing FIX. More...
- June 23, 2005: Tom Jordan Moderated Panel on Addressing The Market Data Needs Of A Changing Market Structure at the SIA Technology Management Conference. Panelists Bruce Garland, Principal, Bloomberg Tradebook; Ron Jordan, Senior Vice President, Market Data at NYSE and Pat Lynch, President SunGard Brass discussed the new opportunities and challenges that have emerged in the collection, distribution, and marketing of financial information as a result of market structure changes. More...
- June 21-23, 2005: Jordan & Jordan on Exhibit Level 2 at the SIA Technology Management Conference. More...
- May 17, 2005: Tom Jordan, Keynote Speaker at WSTA Trading Technologies Seminar, NYC spoke about the impact of technology in altering the securities industry and how firms are using technology to succeed in implementing various business models. More...
- May 16, 2005: Courtney Doyle, FPL Program Manager, comments on changes in leadership within the FIX Certification Working Group, Security Industry News. More...
- May 5, 2005: Tom Jordan, spoke about the evolution of FIX functionality and opportunities for growth as the protocol expands as a panelist at SIA 32nd Annual Operations Conference & Exhibit, Kissimmee, FL. More...
- May 1, 2005: Jordan & Jordan Participates in the NYC Annual 5-Borough Bike Tour. Sergio Bogazzi, Courtney Doyle, Tom Etheridge, Jim Sudol and Rich Shriver joined over 30,000 cyclists to participate in the 42 mile trek across metropolitan NY. More...
- May 1, 2005: Street Smart Software Development by Brian Yeoh and Sergio Bogazzi, WSTA Ticker May/June 2005. More...
- April 27, 2005: The Data Manager's Changing Role, Moderated by Tom Jordan at the Wall Street & Technology Conference, NYC. Tom led a panel of experts discussing the importance of data management (reference and real-time) in light of recent trends (e.g., hedge funds, compliance, cross-asset class risk management). More...
- April 4, 2005: An Entrepreneur's View from Wall Street presented by Tom Jordan as part of the Business Seminar Series at the European College of Liberal Arts, Berlin. Tom Jordan spoke to students about the global capital markets from a professional service perspective. Speaking as a seasoned entrepreneur who has led several financial services firms, he highlighted the importance of maintaining and building relationships in order to grow the business and keep involved in industry initiatives. More...
- March 28, 2005: Tom Jordan comments on SunGard buyout, Computerworld. More...
- March 22, 2005: Manisha Kulkarni, Jordan & Jordan appointed Executive Director of the Financial Information Forum. More...
- January 31, 2005: FPL Eases transition to new SEC short sale regulation by Courtney Doyle and Rob Schroeder, FIXGlobal, Vol. 1, Issue 5. More...