Financial Services Disrupted:

Charting the Course

Lisa Iagatta – Chair

March 29, 2019

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

2019 ISITC NA Board of Directors - Officers

2

Lisa Iagatta

Chair,

Fiserv, Inc.

Kristin Hochstein

Vice Chair

Refinitiv

Rich Robinson

Second Vice Chair

Bloomberg

Salome Winge

Secretary

Northern Trust Company

Bryan Vivaldo

Treasurer

Vanguard

Genevy Dimition

Advisor to the Board

State Street Corporation

Erica Borghi

Immediate Past Chair

Brown Brothers Harriman

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

2019 ISITC NA Board of Directors

3

Ted Anastasi

Fidelity Corporate Actions

Solutions

Jason Brasile

State Street Corporation

Michael Burg

State Street Corporation

Gary Chan

JP Morgan Chase

Paul Fullam

FIS

Evelyn Galeano

Standard Charter

Cihan Kasikara

Franklin Templeton

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

2019 ISITC NA Board of Directors

4

Ana Lotharius

DTCC

Paul McSherry

Liquidnet

Charlie Mottinger

State Street Corporation

Lou Rosato

BlackRock

Krista Sharfenberger

BNY Mellon

Jason Ward

Fidelity Investors

Carissa Warner

Morgan Stanley

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019 5

Welcome

students!

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

My freshman ☺

6

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

My solitary ride home.

7

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019 8

Birds of a feather…

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019 9

In formation

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

Lock Knowledge

10

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

Erie Builders

11

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019 12

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

The Eisenhower Interstate System

13

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

Charting the course…

14

• Birds

• Locks

• Interstate system

Stop. Breathe. Look around.

Question the “norm”.

As we chart our course, we must remember that we

can’t control the wind, but we can control the set of

our sails.

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019 15

© 2019 Fiserv, Inc. or its affiliates. | CONFIDENTIAL – LIMITED

FORTUNE Magazine World's Most Admired Companies®

2014 | 2015 | 2016 | 2017 | 2018 | 2019

Thank You!

16