Corporate Actions World 2008

Financial Markets World®
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Corporate Actions World® 2008

Event Location

Exhibit

September 24, 2008, New York City
7 CPE Credits

Exhibitors:

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