2022 Trust Forum Presentations

Trust Forum San Diego, CA November 7-9, 2022

Monday, November 7, 2022 8:00 AM – 8:30 AM

Breakfast Meeting Room: Luke Easter

Welcome & Opening Remarks Sebastien Monnet, CSBS Vice President Learning & Development Meeting Room: Ted Williams

8:30 AM – 8:45 AM

State of the State Joey Samowitz, CSBS Policy Development Manager Meeting Room: Ted Williams

8:45 AM – 10:00 AM

Break

10:00 AM – 10:15 AM 10:15 AM – 11:30 AM

ERISA Update Arsalan Malik, Groom Law Group Meeting Room: Ted Williams

Lunch (on your own)

11:30 AM – 1:00 PM 1:00 PM – 2:00 PM

Generation Skipping Tax Andrew Katzenstein, Proskauer Rose LLP Meeting Room: Ted Williams

Break

2:00 PM – 2:15 PM 2:15 PM – 3:15 PM

How to Spot a Recession: Community Banker Insights & Other Unique Economic Indicators Tom Siems, CSBS Chief Economist Meeting Room: Ted Williams

Break

3:15 PM – 3:30 PM 3:30 PM – 4:30 PM

Custody Services for Crypto-Assets Jamie Bazarow, Federal Reserve Bank of St. Louis Meeting Room: Ted Williams

Networking Reception Meeting Room: Jack Graham

5:00 PM – 7:00 PM

Tuesday, November 8, 2022 8:00 AM – 8:30 AM

Breakfast Meeting Room: Luke Easter

Financial Markets Update (virtual) Matthew Stagner, VOYA Meeting Room: Ted Williams

8:30 AM – 9:30 AM