Take 5

Take 5 and explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, Sean McEntee, ITP Executive Director, speaks to how the industry is preparing for T+1 to be implemented in May and why affirmation rates are important as part of this preparation. Episode Details:Head to our podcast page to learn more and subscribe to our channel on all major podcast streaming platforms.© 2023 DTCC. All rights reserved.  DTCC, DTCC (Stylized), TAKE 5, and Financial Markets. Forward. are registered and unregistered trademarks of The Depository Trust & Clearing Corporation DTCC.  The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, John Straley, DTCC Executive Director, Global Head of Strategic Partners and Alliances, shares how the DTCC Partner Program is harnessing a global network of resources from post-trade technology providers and FMIs to drive client value and accelerate the adoption of new initiatives across the financial services industry.Episode Details:Head to our podcast page to learn more and subscribe to our channel on all major podcast streaming platforms.© 2024 DTCC. All rights reserved.  DTCC, DTCC (Stylized), TAKE 5, and Financial Markets. Forward. are registered and unregistered trademarks of The Depository Trust & Clearing Corporation DTCC.  The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, Val Wotton, Managing Director, General Manager of Institutional Trade Processing discusses how DTCC’s Institutional Trade Processing (ITP) is supporting accelerated settlement globally through leading the way in creating enhanced trade flows, driving the adoption of UTIs and partnering with non-U.S. CSDs and CCPs.  Episode Details:Head to our podcast page to learn more and subscribe to our channel on all major podcast streaming platforms.© 2023 DTCC. All rights reserved.  DTCC, DTCC (Stylized), TAKE 5, and Financial Markets. Forward. are registered and unregistered trademarks of The Depository Trust & Clearing Corporation DTCC.  The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, Marcus Denne, DTCC Product Manager, Trade Information Warehouse (TIW), talks about the unique position TIW plays in the credit default swap (CDS) market. Episode Details:Head to our podcast page to learn more and subscribe to our channel on all major podcast streaming platforms.© 2023 DTCC. All rights reserved.  DTCC, DTCC (Stylized), TAKE 5, and Financial Markets. Forward. are registered and unregistered trademarks of The Depository Trust & Clearing Corporation DTCC.  The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, Sean McEntee, DTCC Executive Director, Institutional Trade Processing Project Management, talks about the impact that T+1 will have on the buy side and what they can do to prepare. Episode Details:Head to our podcast page to learn more and subscribe to our channel on all major podcast streaming platforms. Copyright 2023 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, Craig Gurien, DTCC Director, Equities Clearing, discusses the transformational forces taking place within DTCC's Automated Customer Account Transfer Service (ACATS) to improve operational efficiency and enhance the client experience.Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms.Copyright 2023 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.Disclaimer:The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, David Kirby, Securities Practice Head, DTCC Consulting Services, discusses what lies ahead for custodians, buy-side and sell-with the move to U.S. T+1 just over a year out.Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2023 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.Disclaimer:The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, Mark Steadman, Executive Director, Head of DTCC Report Hub, explains the importance of reconciliations as part of your end-to-end trade reporting controls and how DTCC Report Hub can assist.Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2023 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, Andrew Pinnington-Mannan, DTCC Consulting Services' Head of Regulatory Reporting Practice, unpacks the difficulties firms may face as they prepare for the trade reporting rule changes under EMIR Refit.Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2023 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, tune in to hear Sam North, DTCC Executive Director of RDS Product Management discuss the latest updates on EMIR Refit, challenges that firms are facing in light of the many changes and how DTCC can help.Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2023 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

5 minutes with DTCC’s Ayako Chikada In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, tune in to hear Ayako Chikada, Executive Director, Relationship Management, DTCC Data Repository (Japan) K.K., discuss in Japanese the upcoming Japan Financial Services Agency (JFSA) Rules Rewrite, areas of concerns and where firms should focus on implementation journey. Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2023 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

5 minutes with DTCC’s Faizal AzizIn just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, tune in to hear Faizal Aziz, DTCC APAC Regional Head of Product Development, discuss the upcoming Japan Financial Services Agency (JFSA)  Rules Rewrite, areas of concerns and where firms should focus on their  journey towards implementation.  Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2023 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

5 minutes with DTCC’s Matt Stauffer and Behar Cami .In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, tune in to hear Matt Stauffer, DTCC Managing Director, Head of Institutional Trade Processing, and Behar Cami, DTCC Managing Director, Head of IT Solutions Delivery,  provide insight into the critical intersection of technology and DTCC's Institutional Trade Processing (ITP) business.Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2022 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

5 minutes with DTCC’s Robin Choudhury.In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, tune in to hear Robin Choudhury, DTCC Executive Director, Brand Management & Client Learning, shares tips and best practices for clients to optimize their investment in DTCC products and services.Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2022 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

5 minutes with DTCC’s Tom Fitzgerald.In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, tune in to hear Tom Fitzgerald, DTCC Managing Director and CTO, Repository and Derivatives Services, looks back on the past decade of GTR and how investment in technology modernization has positioned DTCC to lead the industry through the impending global reporting rules rewrites.Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2022 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

Join Monica Summerville, Head of Capital Markets at Celent and Rob Palatnick, DTCC Managing Director, Head of Technology Research & Innovation as they discuss the recently released research paper, Preparing for a Cloud-Enabled, Data-Driven World, and how the adoption of cloud technology can help firms modernize, introduce efficiencies and reduce risk for the markets.Copyright 2022 - DTCC. All rights reserved. DTCC, DTCC (Stylized), ADVANCING FINANCIAL MARKETS. TOGETHER, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

Join Barb Smith, DTCC Executive Director and Head of I&RS as she chats with DTCC colleagues, Cory Stark and Jon Volpe, both Senior Product Management Directors of I&RS as they celebrate 25 years of DTCC's Insurance & Retirement Services and discuss their experiences in the business, challenges that have arisen and where they see the future of the industry. Copyright 2022 - DTCC. All rights reserved. DTCC, DTCC (Stylized), ADVANCING FINANCIAL MARKETS. TOGETHER, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

Join Jorge Machado, Partner at McKinsey & Company and Neelesh Prabhu, DTCC Managing Director, Head of Architecture & Enterprise Services, as they discuss the evolution of technology resilience, and how resilience can be leveraged to improve the safety and soundness of the financial services industry.Copyright 2022 - DTCC. All rights reserved. DTCC, DTCC (Stylized), ADVANCING FINANCIAL MARKETS. TOGETHER, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

5 minutes with DTCC’s Matthew Bergerman.In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, tune in to hear Matthew Bergerman, DTCC Executive Director for Data Services, share how we're applying macro trends and equity markets research findings to enhance our Equity Kinetics service. Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2022 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.

5 minutes with DTCC’s Matthew Bergerman.In just 5 minutes, we’ll explore the world of post-trade financial services by way of new ideas, insight snippets, emerging trends, and thought-provoking questions. In this episode, tune in to hear Matthew Bergerman, DTCC Executive Director for Data Services, share his perspective on the uptick in retail investor activity in the U.S. Equity markets.Episode Details:Head to our podcast page to learn more and subscribe today via email or on all major podcast streaming platforms. Copyright 2022 - DTCC. All rights reserved. DTCC, DTCC (Stylized), TAKE 5, and the Interlocker Graphic are registered and unregistered trademarks of The Depository Trust & Clearing Corporation.The information and views contained herein are provided for informational purposes only and should not be relied on for any other reason. This material is not intended to be relied upon as a forecast, research, legal or investment advice and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt an investment strategy. The information and views expressed are current as at the date of this document, but subject to change and do not necessarily reflect the views of DTCC and no assurances are made as to their accuracy. Any reliance upon information in this material is at the sole risk of the recipient. Where the information contained in this material is from third party sources, this information is from sources believed to be reliable, but DTCC has not independently verified any of the information contained herein and does not assume any liability for it nor any obligation to modify or update it. This Service is governed by applicable Rules, Procedures, and Services Guide for each DTCC subsidiary, which contain the full terms, conditions, and limitations applicable to this Service.