Building our Community bottom up. Thanks for a great Member Meeting!

An recap of our energizing First Members Meeting

A view from the Symphony offices. The reflection in the window kind of adds an air of mystery and intrigue, no?

I wanted to start by thanking everyone for creating so much excitement and traction following our first ever Members Meeting, which took place on May 17th, 2016 at the Conrad Hotel in New York City.

A few A/V hiccups notwithstanding, the meeting went extremely well, with informative presentations and open collaboration throughout the day. There were more than fifty people and 15 organizations represented in attendance, along with over a dozen speakers.  Many of you expressed interest in the material presented during the event, so check out our speakers presentations on Slideshare.

We welcome all members of the Community to dive into the content, and to provide feedback and ideas as we increase both in numbers and in reach.  Once again thank you to all those who participated, the speakers and to Community Members providing feedback and helping us build this Open revolution in Financial Services. 

The purpose of the first meeting was to come together as a group, introduce ourselves, and review the Symphony Software Foundation’s current state and roadmap.  It was also used as a forum to elect members of the Symphony Software Foundation’s ESCo, which we’ll highlight shortly.  Key updates were provided on the status of the organization & governance, product & technology, and community & ecosystem.

For more detailed information, please feel free to review my presentation below, which also outlines the goals and initiatives for Q3 and Q4 of 2016: these include, among other things, completing existing and new inflight contributions, broadening the technology for full open-source readiness, and expanding Membership.

Speaking of Membership, both,  OpenFin and BondLab (Foundation prospective Members) were particularly well-received as prospects at the meeting, which bodes quite well for their candidacy. More to come on that front soon…

Congratulations to Our Newest ESCo Leads

As mentioned, at the meeting Members voted on new ESCo Members leads. First off, I want to thank the 5 Candidates who stepped up, it was a really competitive election.

New ESCo Member Leads
Our newest ESCo Member leads, Johan Forsell of FactSet (left), and Frank Tarsillo of Markit (right).

On behalf of the Symphony Software Foundation Membership and Community, please join us in congratulating the newest leads of the Symphony Software Foundation ESCo,  James Turck of Credit Suisse, pictured on the left, and Frank Tarsillo of Markit, on the right. I am personally  very pleased to have a represetnation from a Founding Member and one from a Community Member, in the spirit of an optimal representation of our Community.

We look forward to their guidance and contributions in the upcoming months and the two years to follow.  For more information about the ESCo, visit our ESCo space.

For a bright Open Source Future on the Symphony Platform 

If you find the time to review the agenda or any of the presentations, you will quickly learn that a lot was covered at the meeting, from code contributions to open source product lifecycle management.

What was most pervasive throughout the presentations and the many discussions, however, was a communal sense of importance and excitement in regards to bringing open source  within Financial Services.

Open source software is no longer a theoretical “nice-to-have”,  but an essential investment that yields a return on investment in a myriad of ways, whether through sweat equity, time and cost savings, collaborative contributions, new product developments, or sheer innovation.

As vanguards within this industry we recognize that change management will be challenging, but we believe that it will not be an uphill battle but merely a matter of time and with your help, I can safely say that that time is now!

We have the opportunity to bring Open Source in Financial Services from the front door, and if you sometimes struggle to see how we are going to do it, well, I think the Mahatma Gandhi had a good way to look at this. Check the video below and I’ll see you at the next Foundation event!

The Symphony Software Foundation is Growing – Join the Community!

It’s been two months since I last posted, and I have a lot of exciting news to share with you.

First off, going forward, my team at the Foundation and I intend to post more frequently; we’ve been quite submerged in our foundational work, but now it’s time to focus on you, our Community.

To that end, despite our incipiency, we’ve seen excellent growth in active Community participation to Working Groups.   Currently, we have, in total, 44 active Members from 17 different organizations actively participating in our 2 Working GroupsCheck Desktop Wrapper / API and Financial Objects Standardization.  And next week, at our First Members Meetingwe plan to start two more, around Symphony Security and Use cases / API.

Additionally, we have received a number of initial code contributions, including the first accepted contribution, from FactSet, with four more contributions in the pipeline, set to be opened in the upcoming weeks:

Kudos to these organizations to put forward 10 Committers who will start contributing at in our OSS repository (currently empty, but not for much longer!) On this note, if you have an idea for a Symphony add-on, just open a CONTRIB issue and we can develop it together in the Open!

Our first Members meeting is on May 17th.  The agenda is packed as there will be a number of presentations and updates from existing and prospective Members, including an important vote for Engineering Steering Committee (“ESCo”) Member Leads.  The ESCo is responsible for the active maintenance and management of all Projects under the Foundation. To learn more about the ESCo and what it does, visit our ESCo space.  We’d like to thank the five Member Lead candidates, from Citi, Credit Suisse, Dow Jones, FactSet and Markit, who stepped up to the challenge to help elevate our efforts.  We wish them luck in Tuesday’s election!

During the Meeting we’ll also have introductory presentations from new prospective Members wanting to join the Foundation, including Mazy Dar from OpenFin. Very much looking forward to it!

We’ve reached near-capacity, so if are from a Member organization and you’re interested in attending, please register with us ASAP!  Or join one of our channels to receive a follow-up to the meeting as well as other news and updates.

In attendance at the meeting will be the newest member of our team, Maurizio (maoo) Pillitu, who starts tomorrow as Director of Release Management & DevOps. We’re thrilled to have him onboard, as his role will be critical to the community’s development, as Maurizio will become over the next few weeks increasingly active in providing a seamless Symphony developer experience in the Foundation. Check out his Github Profile or connect with him on Symphony!

Lastly, if you’re interested in learning more about the Foundation, check out our brief presentation on who we are and what we do and if your organization is interested in applying for membership on, download our prospectus.

We look forward to hearing from you!