FIRMA National Conference 2nd Line Parade event may 23, 2017 New Orleans Marriott on Canal Street

SPONSORED BY:

Proud Supporter of the Fiduciary and Investment Risk Management Association

FIRMA NATIONAL CONFERENCE 2ND LINE PARADE

MAY 23, 2017 - LINEUP At 5:30PM

New Orleans Marriott on Canal Street

ITM TwentyFirst, PDS and ProxyTrust invite you to join us for the FIRMA 2nd Line Parade event at this year’s FIRMA National Conference in New Orleans. Attendees and their guests are invited to take part in the 2nd line Parade event and enjoy a *free cocktail.

Event Date: May 23, 2017

Bar Open: 4:45PM

Formation Time: 5:15PM

Formation Location: Porte Cochere (Valet Area)

Parade Start Time: 5:30PM

Parade Route: Exit New Orleans Marriott on Canal St, turn right at Chartres St, Chartres St to Bienville St, Bienville St to Royal St, Royal St to Canal St then back to the hotel.

Look For Your Free Event And Drink Vouchers In Your 2017 FIRMA Conference Registration Materials.

*enjoy a free Hurricane

Each parade attendee will receive 1 free Hurricane in a special event glass, beer or bottle of water.

*1 free beverage per attendee.

ITM TwentyFirst is a dedicated team of independent life insurance servicing professionals. We have the data, tools, team and experience to help you navigate the complexities of life insurance and longevity risk.

Leon Wessels

NEW BUSINESS & STRATEGIC RELATIONSHIPS

lwessels@itm21st.com

John Barkhurst

NEW BUSINESS DEVELOPMENT MANAGER

jbarkhurst@itm21st.com

PDS Companies is the only independent organization that is nationally recognized as an expert in all classes of Unique and Hard to Value Assets. PDS Companies is committed to providing excellent business services and solutions that safeguard the expectations of our clients and their diverse range of fiduciary responsibilities in a fast paced, competitive market. Our goal is to utilize the most advanced technology and efficient business practices to ensure the financial stability of our shared customers. Our expert staff takes pride in the strong client relationships we have built together based on the quality of the products and service we provide.

Glynn Broussard

Chief Executive Officer

817-524-1037

gbroussard@pdscompanies.com

Kip West

Executive Vice President and Chief Operations Officer

817-524-1029

kwest@pdscompanies.com

Rich Stanislaw

National Business Development Executive

440-915-1338

rstanislaw@pdscompanies.com

Stephen Giannotti

Director, Client Development

sgiannotti@proxytrust.com

Andrew J. Kiaer

Relationship Manager

akiaer@proxytrust.com

Serving the Trust Community

Proxytrust customers benefit from our comprehensive proxy voting and strategic partner solutions including capital changes, cost basis calculator and policy voting. 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 superior data security and customer-driven core values as a privately-held, independent company uniquely positions us as a trusted partner and growing industry leader.

Remember To Visit The ITM TwentyFirst, ProxyTrust, And PDS Booths At The 2017 FIRMA National Conference To Learn More About All Of Our Great Services And Products.

Credits:

Created with images by Mark Bonica - "51/365: Beads!" • Mark Bonica - "Beads!"

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