DTCC Connection

DTCC will host its 15th Annual Global Tax Forum Friday, April 25. The half-day program for DTCC customers will be held at India House (formerly Bayards), One Hanover Square, New York City.

The Forum will feature industry experts discussing the latest developments in foreign and domestic tax laws and tax procedures. The Forum will include updates on the following topics:

• FATCA implementation
• Canadian tax
• Current DTCC initiatives

For more information about the Forum, contact Madhuri Ravi, DTCC Product Manager, Global Tax Services, Asset Services; mravi@dtcc.com.

Time                                Agenda/Topic

8:00 - 9:00 AM                Registration & Breakfast                                                      

9:00 - 9:10 AM                Introduction & Opening Remarks    

                                        Nardeo Ganesh, DTCC

9:10 - 9:40 AM                Financial Transaction Tax

                                        Miles Humphrey, Ernst & Young LLP

9:40 - 10:10 AM              871(m) Practical Considerations

                                        Ellis Levy, DTCC

10:10 - 10:55 AM           FATCA Coordination Rules

                                        Nicole Tanguy, Citigroup, Inc.

10:55 - 11:15 AM            BREAK

11:15 - 11:30 AM            Canadian Tax Update

                                        Christopher Steeves, Fasken Martineau DuMoulin LLP

11:30 - 12:00 PM             Japan and Russia Tax Update

                                        Marta Alvarez, Citigroup, Inc.; Rob Martello, BNY Mellon; Paul Martin, J.P. Morgan; Madhuri Ravi, DTCC

12:00 - 12:15 PM            Current DTCC Initiatives

                                        Ian DeSacia, DTCC

12:15 - 12:30 PM            Depositary Update

                                        Brett Lewis, Globe Tax Services, Inc.

12:30 -12:31 PM             Closing Remarks

                                        Madhuri Ravi, DTCC