On the Road

In the next few months, representatives of Wealth Management Services and other areas of DTCC will be presenting at and attending several industry conferences. If you plan to be present at any of these events, they would welcome the opportunity to update you on our products, services and new initiatives, and discuss issues that are particularly relevant to your organizations.

Matrix Financial Solutions Annual Conference

August 24-27, Keystone, CO
Attending: Director and Senior Relationship Manager Nick Deliso and Relationship Manager Rob McMonagle.

ISITC Conference

September 7-9, Atlanta, GA
Attending: Director and Relationship Manager Keisha Bell.

Broker/Dealer Users Group Conference

Sept 14-17, Scottsdale, AZ
Presenting: Relationship Manager Rob McMonagle provides an update on Wealth Management Services initiatives.

Investment Company Institute’s Mutual Fund Operations and Compliance Workshop

September 17, Boston, MA
Presenting: Barbara Simon, vice president, Product Development, takes part in two panel discussions on Rule 22c2 – The Aftermath; and Operational Challenges for Funds and Intermediaries.

NICSA East Coast Regional Meeting

September 18, Boston, MA
Attending: Director and Senior Relationship Manager James Kiernan.

Investment Company Institute’s Operations & Technology Conference

October 11-15, Huntington Beach, CA
Presenting: Managing Director and General Manager Ann Bergin will address attendees on DTCC’s initiatives and expanding role in the global financial services industry.
Attending: Director and Senior Relationship Manager James Kiernan.

NICSA Technology Conference

October 25-29, Las Vegas, NV
Attending: Director and Senior Relationship Manager Nick Deliso.

NICSA/ALfi Annual Funds Forum

September 23-24, Luxembourg
Attending: Vice President, Product Management, Mark Lancaster, and Relationship Manager Paul Lacher