DTCC Wealth & Investment Solutions

40th Anniversary & Advisory Council

Advisory Council Agenda

Advisory Council Meeting

Wednesday, October 7

8:30 AM - 5:00 PM

Ernst & Young LLP
395 9th Avenue, New York, NY 10001

8:30 AM - 9:00 AM

Breakfast

9:00 AM - 9:45 AM

Welcome & Strategy Update

Speaker: Talia Klein, Head of Wealth & Investment Solutions, DTCC

9:45 AM - 10:00 AM

State of Market

Speaker: Joe Dietzer, Partner, Financial Services Business Transformation Practice Leader, EY

10:00 AM - 10:30 AM

How Digital Distribution Is Changing the Game

Moderator: Nicole Huynh, Chief of Staff, Clearing & Securities Services, DTCC

Panelists: Armand Khatri, Head of Ecosystem, Ondo Finance; Jeff McGoey, Chief Operating Officer, iCapital; Andrew Kroculick, Chief Commercial Officer, NPM

10:30 AM - 10:45 AM

Morning Break