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Corporate Actions World
® 2008
 

 

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Event Location

Exhibit

 


September 24, 2008, New York City
7 CPE Credits

Exhibitors:

Exchange Data International      Fidelity

DTCC             Interactive Data

XSP        Jeremiah Associates

Morning General Sessions

 
08:00    Registration and Breakfast with Exhibitors
09:00    Chairperson's Opening Remarks
                 David Weiss, Sr. Managing Director, Jeremiah Associates
                     Author, After the Trade is Made
09:15    Opening Roundtable: Cross-Industry Perspectives on Corporate Actions Challenges
                 Bradley Koehler, Manager, Euroclear
                 Daniel Villard, XSP
                 Marc Bradanese, Vice President, Fidelity ActionsXchange
10:00    Updates from Industry Utilities
                 Lori Ann Trezza, Vice President, DTCC
                 Bradley Koehler, Manager, Euroclear
                 Michael Barrett, Executive Director, Clearstream Banking
10:45    Refreshment Break with Exhibitors
11:15    Update on Class Actions
                 Michael Kania, Vice President, BNY Mellon Asset Servicing
11:45    Reducing Risk in the Corporate Action Lifecycle
                 Amy Harkins, SVP, Managing Director, Bank of New York Mellon
                 George Buck, Chief Operating Officer, N-Tier Securities
                 Max Mansur, Custodians and Securities Markets Infrastructure, SWIFT
12:15    Corporate Actions Standards: Where Have We Made Progress, What's to Come?
                 Dierdra Walsh, Vice President, Loomis Sayles & Co
                 Linda Bookheim, SWIFT
                 David Hands, Director Product Management, DTCC
01:00    Luncheon with Exhibitors
 

Technology, Data Management & Buyside Issues

 

02:00    Managing Corporate Actions Data
                 Marc Bradanese, Vice President, Fidelity ActionsXchange
                 Kevin Brady, Executive Director, Exchange Data International Ltd.

02:45    Corporate Actions Messaging Standards
                
David Hands, Dir, Product  Mgmt, DTCC
                 Speaker TBA, SWIFT
                 Olivier Connan, Senior Business Analyst,  Securities Standards Devel., SWIFT

03:30    Refreshment Break with Exhibitors

03:45    Corporate Actions: A Missing Piece of STP
                 George Buck, Chief Operating Officer, N-Tier Securities

04:30    Case Study: Automating Corporate Actions
               
 Heather Folino, Vice President, Operations,  
Loomis Sayles & Co
                 Max Mansur, Custodians and Securities Markets Infrastructure, SWIFT

05:00    Conference Adjourns
 





 

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