BDUG Annual Meeting
September 25-28, 2022

Sunday, September 25

4:30 p.m. – 6:00p.m.

2022 Annual Meeting Registration & Opening Reception

Sponsor: BDUG

*Lite Hors d’oeuvres and cocktails

Belleair Room

Monday, September 26

8:00 a.m.  – 9:00 a.m.

Breakfast with Exhibitors – Sponsor: Broadridge

Belleair Room

9:00 a.m.  – 9:15 a.m.

BDUG Steering Committee Introduction

Aqualea Ballroom

9:15 a.m. – 9:35 a.m.

General Session – Keynote

DTCC John Abel, Executive Director,
Equity Clearing & Settlement

Aqualea Ballroom

9:35 a.m. – 9:50 a.m.

Exhibitor Presentation:  ISS Securities Class Action Services

Aqualea Ballroom

9:50 a.m. – 10:30 a.m.

Visit / Refreshments with Exhibitors

Exhibitor Area

10:30 a.m. – 10:55 a.m.

General Session – Institutional Trade Processing
(ITP) Strategy and Product Update

DTCC Lavanya Balasubramanian, Director,
Solutions/ITP Senior Product Management

Aqualea Ballroom

10:55 a.m. – 11:45 a.m.

General Session – US Settlement Acceleration T+1

 DTCC Bob Cavallo, Director, Equity Clearing
& Settlement Senior Product Management

Aqualea Ballroom

11:45 a.m. – 12:00 p.m.

Exhibitor Presentation:  Globe Tax

Aqualea Ballroom

12:00 p.m. – 1:00 p.m.

Lunch – BDUG

Belleair Room

1:00 p.m. – 1:50 p.m.

General Session – OCC Update

 David Stankiewicz, AM Policy Technical Expert

Aqualea Ballroom

1:50 p.m. – 2:05 p.m.

Exhibitor Presentation: Goal Group

Aqualea Ballroom

2:05 p.m. – 2:35 p.m.

Visit / Refreshments with Exhibitors – Sponsor:  Goal Group

Exhibitor Area

2:35 p.m. – 3:25 p.m.

General Session – DTCC Asset Services and
Operations Update (fireside chat format)

DTCC Chris  Scotto,  Director,
Asset Services Senior Product Management

DTCC Jessica Smith, Director,
Asset Services Senior Product Management

Aqualea Ballroom

3:25 – 4:15 p.m.

General Session – Federal Reserve Bank Update:
Linda Fahy, Director of Fedwire Securities
at Federal Reserve Bank of New York

Aqualea Ballroom

5:30 p.m. – 6:30 p.m.

6:30 p.m. – 8:30 p.m.

Cocktails

BDUG Dinner

****Entertainment****

Dewayne Hill,

Motivational Speaker & America’s
Funniest Comedic Magician

https://www.dewaynehill.com/

Belleair Room

Tuesday, September 27

8:00 a.m. – 9:00 a.m.

Breakfast – Sponsor: Federated Hermes

Belleair Room

9:00 a.m. – 9:50 a.m.

General Session – DTCC Settlement Update –
Project ION & Modernization Roadmap

DTCC Jack Manuel, Director, Equity Clearing
& Settlement Senior Product Management

Aqualea Ballroom

9:50 a.m. – 10:40 a.m.

General Session – DTCC Corporate Actions
& Asset Services Modernization Roadmap Update

DTCC Chris Scotto, Director,
Asset Services Senior Product Management

Aqualea Ballroom

10:40 a.m. – 10:55 a.m.

Exhibitor Presentation: Broadridge

Aqualea Ballroom

10:55 a.m. – 11:25 a.m.

Visit / Refreshments with Exhibitors

Exhibitor Area

11:25 a.m. – 12:00 p.m.

General Session – Overview of Issues
Concerning Digital Asset Custody

Rich Foster – Manager of Asset Management
at Raymond James and Founder, E2E Blockchains

Aqualea Ballroom

12:00 p.m. – 1:00 p.m.

Lunch – BDUG

Belleair Room

1:00 p.m. – 1:50 p.m.

General Session – DTCC Securities Finance Transaction (SFT)

  • DTCC John Vinci, ED, SIFMU Relationship Management (Moderator)
  • DTCC Bob Cavallo, Director, Equity Clearing & Settlement Senior Product Management
  • DTCC Lou Lepore, Director, Equity Clearing & Settlement Senior Product Management

Aqualea Ballroom

1:50 p.m. – 2:40 p.m.

General Session – Ask DTCC

DTCC attendees will respond to questions
submitted prior to meeting by BDUG Members

Aqualea Ballroom

2:40 p.m. – 2:55 p.m.

Exhibitor Presentation: Bloomberg

Aqualea Ballroom

2:55 p.m. – 3:25 p.m.

Visit / Refreshment with Exhibitors

3:25 p.m. – 4:25 p.m.

Round Table Discussion –
Challenges and Best Practices –BDUG Speaker

Topic 1 – T+1 Readiness
Topic 2 – Corporate Actions
Topic 3- Digital Asset Custody

Aqualea Ballroom

5:00 p.m. – 6:00 p.m.

Exhibitor Raffle

Exhibitor Area

Wed., September 28

8:30 a.m. – 9:30 a.m.

Breakfast with DTCC Staff

Belleair Room

9:30 a.m. – 10:20 a.m.

BDUG Town Hall

Aqualea Ballroom

10:20 a.m. – 10:50 a.m.

Conference Recap, Door Prizes & Adjournment

Aqualea Ballroom