Golden Record

In this special edition podcast, S&P Global Market Intelligence assembled a panel of tax and corporate actions experts to discuss the tax reclaim process, market specific challenges associated with foreign dividend withholding tax, and how firms can optimize returns for their global investors. 

Our host, Amanda Bergus, is joined by Ankush Zutshi, head of Corporate Actions at S&P Global, William Sheridan, VP of Tax Solutions at S&P Global, and Len Lipton, Managing Director at GlobeTax.

In this special edition podcast, S&P Global Market Intelligence assembled a panel of tax and corporate actions experts to discuss the tax reclaim process, market specific challenges associated with foreign dividend withholding tax, and how firms can optimize returns for their global investors. 

Our host, Amanda Bergus, is joined by Ankush Zutshi, head of Corporate Actions at S&P Global, William Sheridan, VP of Tax Solutions at S&P Global, and Len Lipton, Managing Director at GlobeTax.

In this special edition podcast, S&P Global Market Intelligence assembled a panel of tax and corporate actions experts to discuss the tax reclaim process, market specific challenges associated with foreign dividend withholding tax, and how firms can optimize returns for their global investors. 

Our host, Amanda Bergus, is joined by Ankush Zutshi, head of Corporate Actions at S&P Global, William Sheridan, VP of Tax Solutions at S&P Global, and Len Lipton, Managing Director at GlobeTax.

In this special edition podcast, S&P Global Market Intelligence assembled a panel of tax and corporate actions experts to discuss the tax reclaim process, market specific challenges associated with foreign dividend withholding tax, and how firms can optimize returns for their global investors. 

Our host, Amanda Bergus, is joined by Ankush Zutshi, head of Corporate Actions at S&P Global, William Sheridan, VP of Tax Solutions at S&P Global, and Len Lipton, Managing Director at GlobeTax.

In this special edition podcast, S&P Global Market Intelligence assembled a panel of tax and corporate actions experts to discuss the tax reclaim process, market specific challenges associated with foreign dividend withholding tax, and how firms can optimize returns for their global investors. 

Our host, Amanda Bergus, is joined by Ankush Zutshi, head of Corporate Actions at S&P Global, William Sheridan, VP of Tax Solutions at S&P Global, and Len Lipton, Managing Director at GlobeTax.

In this special edition podcast, S&P Global Market Intelligence assembled a panel of tax and corporate actions experts to discuss the tax reclaim process, market specific challenges associated with foreign dividend withholding tax, and how firms can optimize returns for their global investors. 

Our host, Amanda Bergus, is joined by Ankush Zutshi, head of Corporate Actions at S&P Global, William Sheridan, VP of Tax Solutions at S&P Global, and Len Lipton, Managing Director at GlobeTax.

Our Golden Record podcast airs LIVE from Sibos 2023 in Toronto, Ontario. Guest Virginie O’Shea, one of the expert panelists, we will hear from this week as global leaders come together to discuss “Collaborative Finance in a Fragmented World”. During this podcast, Virginie shares her thoughts on key themes she expects to hear at Sibos including risk mitigation amidst economic and geopolitical uncertainty, the balance between technology and trust, and so much more. 

If attending, visit stand F41 to meet our team of post-trade and asset servicing experts. #Sibos

Listen to all our podcast episodes here: www.spglobal.com/marketintelligence/en/news-insights/podcasts/golden-record

In this episode, we delve into the lifecycle of Special Purpose Acquisition Companies (SPACs), examining their purpose and how they impact corporate actions.  Our host, Amanda Bergus, is joined by Joe Pozolante, who serves as the Director of Operations for Managed Corporate Actions at S&P Global Market Intelligence.

Golden Record is a monthly podcast focusing on the world of corporate actions, where S&P Global Market Intelligence experts discuss key challenges, solutions, and topical corporate actions topics with internal and external industry experts.

Do you have an interesting topic for this podcast series? We want to hear from you! Submit your suggestions to goldenrecord@spglobal.com.

In Episode 4, our host, Amanda Bergus, is joined by Matt Schill, Senior Product Director, DTCC, and Oliver Bader, Executive Program Director, BNY Mellon & co-chair of the ARRC working group, to discuss the transition from LIBOR, the impact on corporate actions, and the resources available to best prepare for the change in the coming months.

To participate in the monthly ARRC working group forum, email ARRC@newyork.frb.org.

To participate in the bi-weekly DTC working group forum, email mschill@dtcc.com, or visit the DTCC LIBOR information site.

Golden Record is a monthly podcast focusing on the world of corporate actions, where S&P Global Market Intelligence experts discuss key challenges, solutions, and topical corporate actions topics with internal and external industry experts.

Do you have an interesting topic for this podcast series? We want to hear from you! Submit your suggestions to goldenrecord@spglobal.com.

In episode 3 of our Golden Record Podcast Series, Brian Galm, Director of Financial Reporting at SEI Investments, and Chris Liguori, Executive Director, Managed Services - Product Services at S&P Global Market Intelligence, join our host, Amanda Bergus, to discuss taxation across corporate action events and asset classes, and the impact of new tax regulations on the industry.

Golden Record is a monthly podcast focusing on the world of corporate actions, where  industry experts discuss key challenges, solutions, and hot topics in the world of corporate actions.

Do you have an interesting topic for this podcast series? We want to hear from you! Submit your suggestions to goldenrecord@spglobal.com.

In Episode 2, Chris Fenske, Head of Capital Markets Research, Global Markets Group, S&P Global Market Intelligence, joins our host, Amanda Bergus, to discuss why current market conditions have experts betting on a recession, what got us here, and some insights as we brace for the rest of 2022.

Golden Record is a monthly podcast focusing on the world of corporate actions, where S&P Global Market Intelligence experts discuss key challenges, solutions, and topical corporate actions topics with internal and external industry experts.

Do you have an interesting topic for this podcast series? We want to hear from you! Submit your suggestions to goldenrecord@spglobal.com.

In this pilot episode, Amanda Bergus, Corporate Actions Product Specialist at S&P Global Market Intelligence takes a deep dive with guest speaker Barney Nelson, CEO of The ValueExchange, to discuss the massive costs and risks associated with lack of complete corporate actions data, the increased need for corporate actions automation, and why these two topics are part of the same conversation.

Golden Record is a monthly podcast focusing on the world of corporate actions, where S&P Global Market Intelligence experts discuss key challenges, solutions, and topical corporate actions topics with internal and external industry experts.

Do you have an interesting topic for this podcast series? We want to hear from you! Submit your suggestions to goldenrecord@spglobal.com.