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
