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The Depository Trust & Clearing Corporation will host its 16th Annual Global Tax Forum Friday, April 24. The half-day program for DTCC clients 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 a number of topics, including, but not limited to:

  • IRS Section 305 (c) events
  • FATCA reporting
  • Unique Canadian taxable events
  • DTCC Tax Update

For more information about the Forum, contact Ian DeSacia at



Agenda Topic


8:00 AM

Registration & Breakfast


9:00 AM

Introduction and Opening Remarks

Ian DeSacia, DTCC

9:05 AM

Panel on Internal Revenue Code 305(C)

Moderator: Ellis Levy, DTCC  

Panelists: Nardeo Ganesh, DTCC 

Michael Walls, Ernst & Young

Jay Klein, Morgan Stanley

9:50 AM

Panel Review of Unique Canadian Securities

Moderator: Ian DeSacia, DTCC 

Panelists: Christopher Steeves, Fasken Martineau Ellis Levy, DTCC

10:20 AM

Networking Break


10:50 AM

Broadridge Year End Tax Reporting Update

Vinny McNeese, Broadridge

11:05 AM

DTCC Update

Ian DeSacia, DTCC

11:20 AM

FATCA Reporting

Nicole Tanguy, Citigroup, Inc

12:05 PM

Depositary Update

Brett Lewis, Globe Tax Services, Inc.