Calendar Entries: DTCC’s North American Information Forums

DTCC has been conducting Information Forums at cities in the United States and Canada, sending teams of relationship managers to meet with customers.

“We developed this program in response to customer comments requesting more face-to-face communication with DTCC about products and services, and corporate initiatives,” said Ann Vece, DTCC vice president, Relationship Management. “It’s a great opportunity to bring groups of customers together in one location to share information and industry insights, and it enables DTCC to obtain first-hand feedback directly from the people who use our services.”

Here’s a list of forums that have been scheduled to date. At the June 9 forum in New York, speakers will include several DTCC product management and customer service executives.

May 28: Montreal, hosted by the Canadian Depository for Securities Limited

May 29: Toronto, hosted by the Canadian Depository for Securities Limited

June 9: New York at DTCC’s offices.

Speakers include:

• John Abel, vice president, DTCC Product Management, EuroCCP
• Adam Bryan, managing director, DTCC Customer Service Group
• Margaret Koontz, director, DTCC Product Management, Clearance and Settlement
• Murray Pozmanter, managing director, DTCC Product Management, Clearance and Settlement
• Daniel Thieke, vice president, DTCC Product Management, Asset Services
• Lori Trezza, vice president, DTCC Product Management, Asset Services
• Susan Tysk-Cosgrove, managing director, DTCC Product Management, Clearance and Settlement.

June 11: Charlotte, hosted by Bank of America

If you wish to attend any of these forums, contact Carol DeBock, DTCC director, Relationship Management, at cdebock@dtcc.com or 212.855.2265. @