May 5, 2021 via Zoom

Agenda | Attendee Registration | Vendor/Sponsor Registration


Thank you to our Virtual Vendors!

For more than a century, we’ve helped institutional investors grow, manage, and protect their assets by delivering flexible solutions with a superior level of service and unmatched value.  Our clients include financial institutions, mutual funds, insurance companies, mutual fund companies, registered investment advisors, public entities, Taft-Harleys, and non-profits.  Our extensive range of flexible solutions include, Global Custody, Mutual Fund Trading and Settlement, Cash Management, Institutional Brokerage, Foreign Exchange, Securities Lending, Transition Management, Investments management, Enhanced Reporting and a full line of Commercial Services.  Call us today to experience the Fifth Third difference at 866-719-0014.

Contact: John G. Harrington (

Proxytrust customers benefit from our comprehensive proxy voting and strategic partner solutions including policy voting, capital changes, and cost basis research.  Our strict focus on the trust market, consultative relationship management and extensive industry experience adds significant value to our customers through greater operational efficiency and increased compliance.  Our customer-driven core values as a privately-held, independent company uniquely positions us as a trusted partner and growing industry leader.

Contact: Andrew Kiaer (

Questions? Contact Jessica Verry at