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Scottsdale Business Networking Groups - Excel

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					                    Session         Overall Average


Keynote: DTCC                            2.54
Broadridge                               2.51
Globalization                            2.83
Globalization Q&A                        2.44
Class Actions Update                     2.38
Cachematrix                              2.51
Breakout: DTC Settlement Workshop        N/A
Breakout: Securities Lending             2.46
Breakout: Class Actions                  2.76
DTCC Technology Update                   2.85
Complex Securities                       2.85
UBOC                                     2.61
OCC Update                               2.96
Breakout: Corporate Actions              2.80
Breakout: Omgeo                          2.89
Breakout: ACATS                          2.93
Hard to Value Assets                     2.78
Breakout: Mutual Funds                   3.00
Breakout: DTCC Learning                  3.00
Breakout: Hard to Value Assets           N/A
Town Hall                                2.82
Alternative Investments                  2.62
1. Why did you choose to attend this annual meeting when you have other options that may be available?
This is the only meeting/conference I attend where I am truly in contact with my peers at other banks. Keep it that way
I like the networking with the people from various banks. After coming for a few years you get to know these people and develop good rapp
I think the ability to network/interact/learn with/ from other banks is crucial. The smaller setting makes that easier to do.
Close contactextensive involvement& DTCC reps.I felt this would enable me to have the best contact with DTCC & a
My team has with DTCC members with DTCC.
very effective venue to resolve or present issues.
Content is specific to the issues of a trust operations group. Direct contact with DTCC representative.
Content of discussionsattended several years. I enjoy the size of the conference, knowing that I will be able to
Consistency - I have and participants.
networkable to network with others in the same industry. The personal experience is readily available at this
To be with people of similar experiences.
conference. It is much easier to talk to vendors due to the size.
Content relates to banks (not brokers/dealers)
DTC updates, network with fellow custodians, vendors, etc.
This covers topics that are relevant to my group.
Contact with vendors - others in industry.
First year here, it was good exposure to learn about securities side/custody side of business.
Face to face interaction with my peers and a great agenda.
Senior manager finally gave approval.
For networking - a personal approach to the business - a chance to meet one on one with vendors.
Relevant to my position at a custodian bank - love the intimate setting & format.
Our bank is just about to become a DTC participant, so we wanted to gain as much exposure to the group as possible.
Reputation, referral      small group to increase networking.
This event focuses on my direct issues & topics and is a great way to network.
This conference is geared more towards servicing my DTCC need & concerns as well as a forum to network with others to find their solution
The information is always on point.
We are new DTC members and came to learn more about DTC.
Value to me & my org is great. Class actions complex securities, ACATS, HTV assets - perfect topics were dealing with right now.
Only one I attend.
Network with other operation people. Needed time with DTC.
Attended to touch base with others in the industry addressing the same needs as our trust company (networking opportunity).
Conference content.
It was a good opportunity to share some time with other banks and custodians to hear the problems the industry is facing.
DTC is critical to our success. Need to know latest updates.
Subject matter! These were the best speakers in 3 years. Availability of DTCC - vendors.

2.Suggesions for Future Conferences:
Go on Wed.-Fri. with optional events on Saturday. Have big party on Friday night so people aren't dragging Tuesday. More info on Mutual
Get other groups within DTCC more involved - NSCC/Mutual fund. Have DTCC include a corporate action session so that I don't have to go
I like having both outside speakers & DTC. More information on alternative investments (presentation today was good).
Any (more) info on upcoming DTCC changes. Either group or breakouts on effective cost reduction/benefits. Analysis of successful ideas.
Include "swift" as a topic as it relates to DTCC & the banks. Global processing and include a rep from Canada discussing relationship with
Keep increasing the scope of the speakers - OCC was great.
More breakouts with DTC. It would be more helpful if our DTCC relationship manager was here on site.
If conf held in Florida would help DTC justify - help there.
Have breakout sessions with DTC to discuss any topic (open forum)
Town hall meeting should be done at end of first day. So attendance by members is greater. Too many are cutting out early on Wed. and m
Add more topics within operations to attract more attendees.
None - current format is good.
None other than current            topics.
Different format for the last day of the conference, so that more attendees will stay.
More content focused toward the custodian vs. investment managers.
Continue with Omgeo - add NSCC help DTCC help us - Tampa yearly.
Possibly condense the time to two nights, possibly two half days to begin and end, and one full day in the middle.
NSCC participation.
Shy away from vendor presentations when they have a vested interest.
Agency services and NSCC involvement.
More mutual fund information. Fed information.
I like the current format and schedule the way it is. My 2nd time - even better than 2006. You'll never please everyone.
More interaction (breakouts) with DTCC re functions.
Business Contesentive Best practices Physical Certs/DRS - DTC's no more paper.
Continue to have OCC updates. The workshops were extremely beneficial. I would personally like to see a class on Risk Analyst & manag
Don't always go to Tampa. Spread around as you have in the past.
Include more items about globalization and the challenges custodial are facing with the union of the markets.
Open forum with DTCC leaders General session.

3. Site suggestions for Future Conferences:
Boston; San Francisco; Charleston, SC; New Orleans; Annapolis,MD; Denver, CO; New York, NY; Chicago
Boston, Savannah, Miami, New Orleans, Las Vegas, San Diego, Chicago.
I really liked San Antonio. However, it is hard to get in here. (No direct flights.) Thus I end up leaving earlier than I would otherwise. I really
Any place other than Chicago, NYC. Boston. Oddly enough, I am looking for info not sights! If I am fascinated by the area I will come early
San Diego, Tampa.
Tampa would be a good permanent base.
Florida.
New York.
Tampa is just fine.
None
San Francisco, San Diego.
Salt Lake City - not opposed to yearly Tampa meeting.
Tampa or NY - closer to DTCC locations.
DC, Columbus, Ohio
Tampa for a repetitive city to minimize DTCC cost & maximize their availability.
Las Vegas, NV
Denver area, New Orleans
LaJolla, CA or San Diego, CA
San Francisco, San Diego.
Charleston, SC
San Diego, Washington, DC; Denver, CO
Tampa will be good.
San Francisco, San Diego.
Scottsdale, Tampa, San Antonio, E. Coast (upper) So. Carolina

4. Additional Comments:
I couldn't find a survey for an alternative investments but this guy didn't address our needs. I would have found variable rate securities more

Conference Length
Too Short: 0
About Right: 33
Too Long: 2
eep it that way
hese people and develop good rapports and share processing issues and share ideas for improvements
 at easier to do.




up as possible.


work with others to find their solutions to issues.


ere dealing with right now.


tworking opportunity).

industry is facing.




ging Tuesday. More info on Mutual funds.
on session so that I don't have to go to a regional site. Bring more in from the Fed, they are also one of our depositories.
 day was good).
efits. Analysis of successful ideas. What really worked where and why.
Canada discussing relationship with DTCC.




 are cutting out early on Wed. and miss the meeting.
ease everyone.


 e a class on Risk Analyst & management in the operations department.




arlier than I would otherwise. I really like the permanent home in Tampa idea.
cinated by the area I will come early on my own to take a tour.




e found variable rate securities more applicable. Keep meetings on same floor or give time to change.
Session: Keynote Address

Speaker: Adam Bryan

Surveys Returned: 67
                                                                                           Average

Content addressed the current issues                                                        2.580

Information presented was practical                                                         2.580

Topic was covered in sufficient depth                                                       2.280

Speaker had knowledge of the subject                                                        2.500

Speaker presented the topic professionally                                                  2.770

Speaker adequately addressed questions                                                      2.550

Overall Average:                                                                            2.543

Comments:
Good session, allowed for questions, honest when did not know. Would have liked to
hear a little more detail. It was good. Simple & good.
Too brief; while it was good to have some time for questions, there needed to be
more substance. I think as a Keynote Speaker, Adam should have went into more
details on the topics & what DTCC is working on. Great overview - hit the key areas
for the conference.
Excellent. Informative-good speaker. Great job answering some thought questions.
DTC relationship manages real bigger presence at the meeting.
Adam was very knowledgeable & knew what he could answer & knew when to give
way to a colleague. He also seemed to be very open to feedback. 45 min. session
ended in 15 min. Tell Adam BDUG is a great chance to visit with our DTC reps. Even
better then when he visits my bank. All rep need to be included in this meeting.
Glossed over topics where a subject matter expert was needed. Not comfortable with
all material. Can we get Don Donahue to speak? Much more effective. Would like for
DTCC to work on handling complex securities better. We have a lot of rate changes
that go back 2 or 3 months revised rate. Difficult to explain to customer when you
change rate more than once. Put more pressure on paying agent to get you correct
information. Good high level overview. Excellent discussion around DTCC
representation at BDUG meetings.
Presentation was too short. Could have spent more time on initiatives. Very
informative. DTCC providing the Keynote speaker is extremely important for this
meeting - it proves they value our organization. Interesting state - appreciated.
Helpful to have present to defer to SME w/m DTCC for more clarification & dialog.
Brief overview - Q & A added value to session. With the help of other DTCC
representation (1.) Yearly surveys that are sourced out are harder to follow & fill out.
Apparently, the surveys are sent to various people at our bank. We never know who
has filled out one. Not sure if all categories are returned on the survey. (2) Help desk
survey -need to mention what topic the survey is for. Sometimes more than one
question is asked throughout the week and we do not know which survey we are
answering. Good.
Felt Adam had much more info to give - rushed.
Session Name: Exhibitor Presentation: Broadridge

Speaker: Broadridge

Surveys Returned: 50
                                                                                              Average:

Content addressed the current issues                                                            2.520

Information presented was practical                                                             2.500

Topic was covered in sufficient depth                                                           2.400

Speaker had knowledge of the subject                                                            2.580

Speaker presented the topic professionally                                                      2.600

Speaker adequately addressed questions                                                          2.480

Overall Average:                                                                                2.513

Comments:

Perhaps could have went over name change from ADP. Otherwise great and to the point
Spoke so fast you really didn't get his message.
Would have liked to hear a little more on each topic. I like the approach. Giving the exhibitors a few minutes of
Spoke too fast.
Seemed rushed for no reason.
Session Name: Globalization Update

Speaker: Robert Hegarty

Surveys Returned: 56
                                                                                                                                          Average

Content addressed the current issues                                                                                                       2.850

Information presented was practical                                                                                                        2.820

Topic was covered in sufficient depth                                                                                                      2.690

Speaker had knowledge of the subject                                                                                                       2.910

Speaker presented the topic professionally                                                                                                 2.890

Speaker adequately addressed questions                                                                                                     2.810

Overall average:                                                                                                                           2.828

Comments:
 Very good speaker - Good information.
Very knowledgeable & nice association with Red Sox. Excellent job.
Just the right detail without going over people's head. Very good speaker. Very interesting presentation style.
Very thorough. Give us as regional firms a lot to think about.
Engaging &informative. One suggestion - explain briefly who you are & what tower group does.
Should convert to a Yankee fan. A ton of information was given.
Good speaker. Able to present dry info in interesting manner.
Excellent speaker. Panel spoke of how their businesses are prepared or are preparing fo rht globalization issue. Not enough time for
questions
Only UBOC spoke in general terms - thanks. Conclusion - last question was very productive which should've been question on and skip the
personal business information sharing.
Great presentation - thought provoking. Operational changes and challenges need to be addressed
Go Yankees in 2008 !
Very well done-good perspective. Roberts's use of similes and anecdotes was great. Great presenter. Appreciated stats; kept
audienceengaged. Great and knowledgeable speaker.
Session Name: Globalization Panel Q & A

Speakers: Janet McGrath, Michael Barrett, Kevin Galvin, Neil Henderson

Surveys Returned: 53
                                                                                                 Average

Content addressed the current issues                                                              2.430

Information presented was practical                                                               2.200

Topic was covered in sufficient depth                                                             2.280

Speaker had knowledge of the subject                                                              2.620

Speaker presented the topic professionally                                                        2.560

Speaker adequately addressed questions                                                            2.530

Overall Average:                                                                                  2.437

Comments:
Unable to fairly assess - many portions of each were outside of my knowledge base.
Does everyone in the room know who the speakers are & where they come from? I was not,
but I am a first timer.
Individual presentation should've been shorter & Q & A longer.
Time pressure on speakers somewhat inhibited questions.
Very informational. Michael went too in depth which took away from the other panelist. I would
have liked to seen more Q & A with the panel.
Mike Barrett's presentation too long.
Would have like more time for Janet. The times should have been managed better with the
first few speakers.
Lots of good information but too much for the time allotted. Keep this topic in future
conferences - this is a big concern to custodial banks.
Session Name: Class Actions Update

Speakers: Vlady Gleizer and Stephen Cirami
Surveys Returned: 43                                                                  Average

Content addressed the current issues                                                   2.300

Information presented was practical                                                    2.270

Topic was covered in sufficient depth                                                  2.130

Speaker had knowledge of the subject                                                   2.670

Speaker presented the topic professionally                                             2.480

Speaker adequately addressed questions                                                 2.440

Overall average:                                                                       2.382

Comments:
Steve's portion was very informative and addressed current issues.
Great topic. Have more questions, but will keep to the breakout.
This is a "dry" subject, but both speakers addressed some critical issues active
today.
Very informative - hot industry topic - good choice to bring info to BDUG.
Vlady presented non-pertinent info. Stephen was much better.
1) Some of the info was too high level to keep you focused and difficult to follow.
2) More informative & spoke in layman's terms.
Session Name: Exhibitor Presentation
Cachematrix
Speaker: Joe Lynott

Surveys Returned: 39
                                                                                            Average

Content addressed the current issues                                                         2.510

Information presented was practical                                                          2.530

Topic was covered in sufficient depth                                                        2.350

Speaker had knowledge of the subject                                                         2.580

Speaker presented the topic professionally                                                   2.660

Speaker adequately addressed questions                                                       2.450

Overall average:                                                                             2.513

Comments:
Very useful service.
Did well considering he was rushed.
Improvement - presentation - hard to read - black background with yellow shaded text.

Very factual & informative to money market processing. Understands custody
operational manual processing issues.
Tried to pack in a lot - short time oversimplied issues & quick response - automation can
fix it. It is not quite that easy.
Good Job
I feel bad that this presentation was cut short by the previous one.
No surveys returned-Thanks Rich
Breakout Session 2: Securities Lending

Speaker: Scott Nielsen

Surveys Returned: 18
                                                                    Average:
Content addressed the current issues                                 2.440

Information presented was practical                                  2.410

Topic was covered in sufficient depth                                2.220

Speaker had knowledge of the subject                                 2.680

Speaker presented the topic professionally                           2.500

Speaker adequately addressed questions                               2.500


Overall Average:                                                     2.458

Comments:
Great discussion, would loved to have more time.
Needed more time to discuss.
Too ad hoc need an agenda
John Hosty was added value at meeting. Too open - not structured.
Need D Tech help.
Very interesting topic, needs more discussion growing/ more risk.
Breakout Session 3: Class Actions

Speakers: Vlady Gleizer and Stephen Cirami

Surveys Returned: 14
                                                                   Average:

Content addressed the current issues                                2.850

Information presented was practical                                 2.710

Topic was covered in sufficient depth                               2.570

Speaker had knowledge of the subject                                2.780

Speaker presented the topic professionally                          2.920

Speaker adequately addressed questions                              2.710


Overall Average:                                                    2.757

Comments:
Very good. Please have BDUG organize a class action usher group.
We need a BDUG forum to discuss this further. Many open issues.
Very interactive - learning process with peers.
Lively discussion, timely issues
Session: DTCC Technology Update

Speaker: Jamie Balbo

Surveys Returned: 35
                                                                                Average:

Content addressed the current issues                                             2.850

Information presented was practical                                              2.820

Topic was covered in sufficient depth                                            2.770

Speaker had knowledge of the subject                                             2.880

Speaker presented the topic professionally                                       2.940

Speaker adequately addressed questions                                           2.840


Overall Average:                                                                 2.850

Comments:
Very Important info. Would like copies of the slides. Very effective & under-
standable delivery. Engaging presenter - good job. Good. Informative.
Very informative. Nice to see DTC being proactive. Would be nice if this info
were pushed out to BDUG members throughout the year for the updates.
General Session: Complex Securities

Speaker: Jamie Balbo and Barbara Marik

Surveys Returned: 47
                                                                             Average:

Content addressed the current issues                                          2.890

Information presented was practical                                           2.720

Topic was covered in sufficient depth                                         2.820

Speaker had knowledge of the subject                                          2.950

Speaker presented the topic professionally                                    2.910

Speaker adequately addressed questions                                        2.820


Overall Average:                                                              2.852

Comments:

Great job by both. Great info & job presenting it, thanks. Good
speakers. Both speakers were knowledgeable & made the presentation
use friendly. I'm not sure if all questions on this issue can be answered.
 Great presentation = very informative. Answered questions as best as
could considering the complex topic- good session.
Session: Exhibitor Presentation

Speakers: Union Bank of California

Surveys Returned: 32

Content addressed the current issues

Information presented was practical

Topic was covered in sufficient depth

Speaker had knowledge of the subject

Speaker presented the topic professionally

Speaker adequately addressed questions


Overall Average:


Comments:

Repeat from previous day.
I don't like all the colors.
Very straight & to the point on what product they offer and what it can do for
you.
Nice Job
Great Speaker
Average:
 2.430

 2.590

 2.590

 2.710

 2.680

 2.640


 2.607
Session: OCC Update

Speaker: Michael Drury

Surveys Returned: 40
                                                                                    Average:

Content addressed the current issues                                                 3.000

Information presented was practical                                                  3.000

Topic was covered in sufficient depth                                                2.870

Speaker had knowledge of the subject                                                 2.970

Speaker presented the topic professionally                                           2.950

Speaker adequately addressed questions                                               2.940

Overall Average:                                                                     2.955


Comments:
Great speaker - have him come back - not at all dry for a regulatory topic.
Mike was informative & entertaining. Mike was a huge improvement over prior year
regulatory speakers.
Very Good. Excellent. Very interesting. I'd like to see more info on regs the OCC
monitors in future presentations.
Very informative - very good speaker.
Great speech. Presented very well. Excellent presentation. Very informative.
Well done. Very good. Excellent worth every minute. He should be given 1 1/2
hours for discussion purposes.
Breakout Session: Corporate Action Re-Engineering Workshop

Speaker: Dan Thieke

Surveys Returned: 23
                                                                     Average:
Content addressed the current issues                                  2.860

Information presented was practical                                   2.820

Topic was covered in sufficient depth                                 2.730

Speaker had knowledge of the subject                                  2.860

Speaker presented the topic professionally                            2.860

Speaker adequately addressed questions                                2.680


Overall Average:                                                      2.802


Comments:
Very Informative. Should have been a longer session. Dan did an
excellent job with the right blend of detail.
Did not have time for many questions.
Time too short. Good information for preview of required sessions.
Hard to read PowerPoint printed pages. Dan was good.
Lot of information/but great info.
Breakout Session: Omgeo

Speakers: Vicki Mazza

Surveys Returned: 22
                                                                     Average:

Content addressed the current issues                                  2.860

Information presented was practical                                   2.810

Topic was covered in sufficient depth                                 2.680

Speaker had knowledge of the subject                                  3.000

Speaker presented the topic professionally                            3.000

Speaker adequately addressed questions                                3.000


Overall Average:                                                      2.892

Comments:
Needed more detail on her products
Very useful - provided info from custodian perspective. Good job.
Very comfortable speak & very knowledgeable
Very detailed - informative
Very informative - applicable to current issues.
Very informative - presentation was very dear & to the point
Vicki gave great background for someone who is not a "power user".
Very useful.
Session: ACATS

Speaker: Bill Kapogiannis

Surveys Returned: 11
                                                                   Average:

Content addressed the current issues                                3.090

Information presented was practical                                 2.810

Topic was covered in sufficient depth                               2.810

Speaker had knowledge of the subject                                2.900

Speaker presented the topic professionally                          3.180

Speaker adequately addressed questions                              2.810


Overall Average:                                                    2.933

Comments:
Not quite as interesting and attended as well as previous years.
Not an interactive session.
General Session: Hard to Value Assets

Speaker: Brad Davidson

Surveys Returned: 38
                                                                    Average:
Content addressed the current issues                                 2.780

Information presented was practical                                  2.760

Topic was covered in sufficient depth                                2.780

Speaker had knowledge of the subject                                 2.890

Speaker presented the topic professionally                           2.730

Speaker adequately addressed questions                               2.750


Overall Average:                                                     2.782


Comments:
Fantastic. I hope my institution will be calling you soon.
Could tone down the language
Well prepared.
Topic has been discussed recently by compliance in my institution
This was a great topic. More like this.
Session: Breakout Mutual Funds

Speaker: James Kiernan

Surveys Returned: 4
                                                                       Average:
Content addressed the current issues                                      3.000

Information presented was practical                                       3.000

Topic was covered in sufficient depth                                     3.000

Speaker had knowledge of the subject                                      3.000

Speaker presented the topic professionally                                3.000

Speaker adequately addressed questions                                    3.000


Overall Average:                                                          3.000


Comments:
Valuable info, clearly presented.Excellent - need even more updates.
Presentation was very direct & to the point. Very informative.
Session: DTCC Learning

Speaker: Anthony Leone

Survey's Returned: 14

                                                                                                        Average:

Content addressed the current issues                                                                     3.000

Information presented was practical                                                                      3.000

Topic was covered in sufficient depth                                                                    3.000

Speakers had knowledge of the subject                                                                    3.000

Speakers presented the topic professionally                                                              3.000

Speakers adequately addressed questions                                                                  3.000


Overall Average:                                                                                           3


Comments

Very informative & helpful. Tony was very personable and knew all of his facts & figures.

Kept audience engaged - lots of info in one hour session. Good speakers. P.S. Nice pens.
Very informative. Never knew about most of this so this was extremely helpful. Anthony is a great
speaker and kept our attention. Great presentation.
Great presentation. Very interesting given our challenges for career development.
Very informative and glad to know training is available. Would be interested in knowing if there is a
mailing list to receive updates on calendar and classes available.
Kept the interest throughout the session.
Anthony was very informative and seems to really love his job.
Great personality and very informative.
Very informative.
Session: Hard to Value Assets Roundtable

Speaker: Brad Davidson

Survey's Returned: 0 (Survey's not distributed)

                                                  Average:

Content addressed the current issues               0.000

Information presented was practical                0.000

Topic was covered in sufficient depth              0.000

Speakers had knowledge of the subject              0.000

Speakers presented the topic professionally        0.000

Speakers adequately addressed questions            0.000


Overall Average:                                    0.00


Comments
Session: BDUG Town Hall

Speaker: Veneta Kokenes

Survey's Returned: 33

                                                                                                                Average:

Content addressed the current issues                                                                             2.810

Information presented was practical                                                                              2.780

Topic was covered in sufficient depth                                                                            2.780

Speakers had knowledge of the subject                                                                            2.810

Speakers presented the topic professionally                                                                      2.870

Speakers adequately addressed questions                                                                          2.840



Overall Average:                                                                                                 2.82


Comments

Seriously, good discussion and it's great for the interaction so the committee continues to represent the
members.
New information regarding partnering with Forward Financial made it hard to make a decision in 1 hour.      A
lot to think about evolved members.

Specific to topics discussed - have committee members break out tasks & delegate. An e-mail
outlining needs. You are able to tap into talents & attributes of others not actually on the board.
Subject matter - we all attend user groups, what are our industry pains? Can general sessions be
derived from some of these topics?
Why wait until our conference to bring options for 2009, when a decision has to be made so
quickly? There is a lot to consider. Why not have one or two coordinated conference calls to
discuss throughout the year so we can make a more informed vote at our meetings.
I suggest not partnering with FW Financial or others. Focus on increasing membership and
participation. Don't change it too much. Don't merge with Forward Financial BDUG, should
remain independent.
Only because there was so much to discuss! This conference has been excellent.
Thank you - please look at SIFMA. Its ops related and possibly a good fit.
Very good meeting keep doing what you are doing.
Veneta, we love you! Bring NSCC! Interesting - merging with another industry group could make
sense depending on the group. FW Financial does not make sense and from the comments
BDUG would get lost in the shuffle. Tampa as a permanent base for annual meetings is good.
Puts us close to DTCC which could allow for better participation from their ops group.
Session: Alternative Investment - Overview & Impact to Custody Banks

Speakers: Dan O'Connell

Survey's Returned: 36
                                                                                   Average:

Content addressed the current issues                                                2.270

Information presented was practical                                                 2.360

Topic was covered in sufficient depth                                               2.550

Speakers had knowledge of the subject                                               2.910

Speakers presented the topic professionally                                         2.910

Speakers adequately addressed questions                                             2.700


Overall Average:                                                                     2.62


Comments

Very knowledgeable on subject.

I think we all realize the benefits of alternate investments, the real issue for
OPS is how we process these assets on our systems that really were not
built to handle these. Maybe a breakout session with how all of us handle
the work flow would be more beneficial.
Not applicable. The subject of alternative investments is good but this
speaker's view is not ops oriented. Would like to have an "Operations"
or "Back Office" presentation on this same topic.
What is DTCC doing to support alt (NV)?
Great presentation to new user level.
Very interesting, very informative.
Operational issues are huge - this is a topic that BDUG should address
rigorously. This no standardization.
Topic not appropriate for this group. Processing of these investments
would have been better.
Good speaker. I'm not sure the topic specifically affected securities
operations. It would have been beneficial to add a few slides on the
effects on the back office to support these asset types.
Topic should be covered from an operational perspective and how ops
should handle these types of securities.

Seemed to be high level and not focused on the operational perspective.
How it affects ops would be helpful to us.
Very interesting topic. Very informative.
Presentation was general more towards investment and we are
operations not much discussion regarding processing.
Session: DTCC - Key Issue Review

Speaker: Richard Lanning, DTCC

Survey's Returned: 28

                                              Average:

Content addressed the current issues           2.710

Information presented was practical            2.710

Topic was covered in sufficient depth          2.670

Speakers had knowledge of the subject          2.710

Speakers presented the topic professionally    2.710

Speakers adequately addressed questions        2.710


Overall Mean                                   2.70


Comments
None

				
DOCUMENT INFO
Description: Scottsdale Business Networking Groups document sample