BDUG Annual Meeting
September 17-20, 2023

Sunday, September 17

4:30 p.m. – 6:00 p.m.

2023 Annual Meeting Registration & Opening Reception

Sponsor: BDUG

*Lite Hors d’oeuvres and cocktails

Gulf Lawn
(Cove Room in case of inclement weather)

Monday, September 18

8:00 a.m.  – 9:00 a.m.

Breakfast with Exhibitors – Sponsor: Broadridge

Cove Room

9:00 a.m.  – 9:10 a.m.

BDUG Steering Committee Introduction

Harbor Ballroom

9:10 a.m. – 9:30 a.m.

General Session – Keynote

  • DTCC John Abel, Executive Director, Equity Clearing & Settlement

Harbor Ballroom

9:30 a.m. – 9:45 a.m.

Exhibitor Presentation:  Broadridge

Harbor Ballroom

9:45 a.m. – 10:15 a.m.

Visit / Refreshments with Exhibitors

Harbor Foyer

10:15 a.m. – 10:45 a.m.

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

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

Harbor Ballroom

10:45 a.m. – 11:45 a.m.

General Session Panel Discussion –
US Settlement Acceleration T+1

Moderator:

  • John Abel, Executive Director, Equity Clearing & Settlement

Panelist:

  • Bob Cavallo, Director, Equity Clearing & Settlement Senior Product Management
  • Louis Lepore, Director, Equity Clearing & Settlement Senior Product Management
  • Pete Bergman, Custody Solutions Manager, UMB Bank

Harbor Ballroom

11:45 a.m. – 12:00 p.m.

Exhibitor Presentation:  Financial Information Inc.

Harbor Ballroom

12:00 p.m. – 1:00 p.m.

Lunch – BDUG – Sponsored by Financial Information Inc.

Cove Room

1:00 p.m. – 1:50 p.m.

General Session – Rich Foster
Overview of Blockchain Asset Custody

Harbor Ballroom

1:50 p.m. – 2:35 p.m.

Visit / Refreshments with Exhibitors

Harbor Foyer

2:35 p.m. – 3:20 p.m.

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

  • DTCC Chris Scotto, Executive Director, Asset Services Product Management

Harbor Ballroom

3:20 p.m. – 4:10 p.m.

Round Table Discussion –

  • Topic 1 – T+1 Readiness
  • Topic 2 – SEC Custody Rule Changes Potential Impact
  • Topic 3 – Corp. Actions Challenges & Best Practices

Harbor 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/

Cove Foyer

 

Cove Dining Room

Tuesday, September 19

8:00 a.m. – 9:00 a.m.

Breakfast – Sponsor: Federated Hermes

Cove Room

9:00 a.m. – 9:45 a.m.

General Session – DTCC Equity Clearing &Settlement Update – Modernization Roadmap

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

Harbor Ballroom

9:45 a.m. – 10:30 a.m.

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

  • DTCC Chris Scotto, Executive Director, Asset Services Product Management

Harbor Ballroom

10:30 a.m. – 10:45 a.m.

Exhibitor Presentation: Federated Hermes

Harbor Ballroom

10:45 a.m. – 11:15 a.m.

Visit / Refreshments with Exhibitors

Harbor Foyer

11:15 a.m. – 12:00 p.m.

General Session – OCC Update

  • Julie Stoeckel, National Bank Examiner, Asset Management Risk Specialist

Harbor Ballroom

12:00 p.m. – 1:00 p.m.

Lunch – BDUG

Cove Room

1:00 p.m. – 1:30 p.m.

General Session – ACATS Modernization

  • DTCC Craig Gurien, Director, Equity Clearing & Settlement Senior Product Management

Harbor Ballroom

1:30 p.m. – 2:15 p.m.

General Session – ACAT Panel Discussion

  • Fidelity – Evan Oliveaux
  • Vanguard – Kelly Cornwell
  • DTCC – Craig Gurien

Harbor Ballroom

2:30 p.m. – 3:00 p.m.

Visit / Refreshment with Exhibitors

Harbor Foyer

3:00 p.m. – 4:00 p.m.

Exhibitor Raffle

  Harbor Foyer

Wed., September 20

8:30 a.m. – 9:30 a.m.

Breakfast with DTCC Staff

Cove Room

9:30 a.m. – 10:20 a.m.

BDUG Town Hall (BDUG Members Only)

Harbor Ballroom

10:20 a.m. – 10:50 a.m.

Conference Recap, Door Prizes & Adjournment

Harbor Ballroom