Member reachout

Objective: Convene a open house with all interested members, banks and other organizations on August 18th - Focus to create a plan and take this initiative towards implementation - starting with a poc and brainstorming to give this plan a viable shape.

Organization	Organization - point of contact	Sec Ref Data - Point of contact	Status	Feedback

Organization	Organization - point of contact	Sec Ref Data - Point of contact	Status	Feedback
Goldman Sachs		Mark Etherington (TBC)
Goldman Sachs	Vijayesh Chandel	Sailesh Pandey
RBC	Kabir Rekhi / Rinku Sharma	Sailesh Pandey	Complete	Mapping for Universe vs Securities of Interest OTC Derivatives in scope? Details of workflow to add/update mappings Addressing Data Quality issues? RBC Team will discuss with their Data steward team to get thir buy in for participating in the process
Wells Fargo	Fati Sanii	Sailesh Pandey	In Progress	Fati heads the Corporate tech group in Wells Fargo. Sailesh gave brief overview of the program and shared the material. Fati agreed to connect us with Wells Fargo’s Sec Ref data team
Deutsche Bank	David Watkins	James McLeod	Complete
Tradeweb		@Tosha Ellison
Citi	Hammad Akbar	@Aitana Myohl	Complete
UBS	Thomas Sugden	James McLeod	Complete	Kimmy and Vishal Sardana expressed interest in attending.
Refinitiv	Toni McDerment, Evenij Kovalev, Oli Bage	@Aitana Myohl	Complete	Toni expressed interest in attending.
Morgan Stanley	Brian Ingenito	@Aitana Myohl	Complete	Brian shared the meeting details with Morgan Stanley developers.
JP Morgan	Rhyddian Olds	@Aitana Myohl	Complete