31st Annual Securities Operations Summit
ISITC’s 31st Annual Securities Operations Summit is themed Resilience Through Innovation: Preparing for the Next Decade in Financial Services. ISITC has been at the forefront creating the path forward in financial services and the Summit is a must-attend event for professionals in the financial services industry, offering a unique opportunity to engage with thought leaders and innovators shaping the future of the sector. This Summit will explore critical topics such as Accelerated Settlement, Custody, AI, US Treasury Clearing, and more. See more details about the General Sessions below.
Monday General Sessions
The Capital Cycle
Rob Almeida, Global Investment Strategist & Portfolio Manager, MFS Investment Management
Rob Almeida’s session will explore the shift in investor focus from the economic cycle to the more critical capital cycle. He highlights how the capital cycle of the 2010s, while yielding high profits, contributed minimally to economic growth. In contrast, the capital cycle of the 2020s is expected to deliver better economic growth but with lower profits, leading to very different financial market outcomes compared to the past 15 years.
US Treasury Repo Clearing: Current State & Build-Out Requirements for the Next Year
Moderator: Josh Galper, Managing Principal, Finadium
Jordan Cobb, Head of Secured Financing Clearing & Execution Services, State Street Corporation
Jim Hraska, Head of Client Solutions for Clearing Services, DTCC
With mandatory U.S. Treasury Clearing on the horizon, market participants are navigating a rapidly evolving landscape of regulations, clearing models, and operational adjustments. This session will provide and in-depth look at the current regulatory framework, available clearing models, and implementation timeframes. We will also address the uncertainties that remain, and critical steps banks and buy-side firms must take to prepare.
Cryptoasset Custody vs. Tokenized Asset Custody
Moderator: Simon Letort, Head of Strategic Initiatives, Digital Asset
Ramine Bigdeliazari, Vice President of Product Strategy, Fidelity Digital Assets
Clarisse Hagege, CEO and Founder, Dfns
Amar Kuchinad, Group Chief Executive Officer, Copper.co
Alison McArdle, Senior VP, Digital Asset Product, Client Experience, BNY Mellon
Justin McCormack, Senior Vice President & Global Head of State Street Digital Legal, State Street Corporation
When it comes to Digital Asset Custody, themes have emerged from custodians surrounding the differences (and similarities) between cryptoasset custody and tokenized asset custody. Join us in this session to hear from industry leaders about their real-world digital asset custody technology solutions and how others can expect to implement their learnings in their own businesses.
AI Governance & the Impact of the Current Presidential Administration
Introduction Speaker: Joe Alicata, Senior Policy Analyst, Regional LatAm Lead, Americas AI Lead, Government Affairs and Reg Strategy, Bloomberg
Moderator: Joe Piotrowski, Senior Director, Global Investment Technology, MFS Investment Management
Justin Donohue, Senior Director, Operational Risk, MFS Investment Management
Ryan Leonard, Head of Enterprise Data Management, MFS Investment Management
Dianne O’Boyle, Head of Sales, Platonic
As artificial intelligence (AI) continues to evolve at a rapid pace, the global regulatory landscape is undergoing significant transformation. From the European Union’s AI Act to potential frameworks emerging in the U.S., Asia, and beyond, governments are increasingly focused on creating policies that address the unique challenges AI presents. Join Joe Alicata, AI Policy Lead at Bloomberg, as he explores ways that businesses can stay ahead of the regulatory curve, mitigate risks, and contribute to a globally responsible AI ecosystem. Whether you’re a policymaker, technology leader, compliance officer, or operations manager, this session will provide you with valuable insights to help you navigate the intersection of innovation, regulation, and governance in the age of AI. There will be panel discussion immediately following Joe’s introduction focused on AI use cases in operations and the associated governance and control concerns that firms will need to address.
Turning the Tables – What T+1 in UK/Europe Means for North American Investors
Moderator: Barney Nelson, Chief Executive Officer, ValueExchange
Joyce Thormann, Chief Representative, Euroclear Bank New York
David Kirby, Managing Director, Global Head of Bank & Broker/Dealer Coverage & DTCC Consulting Services Securities Practice, DTCC
Debra Wasson, Managing Director, Director Global Equity Trade Coordination, Wellington Management Company, LLP
As global focus on T+1 shifts to preparing for the 2026 and 2027 deadlines for the UK and Europe, panelists will discuss the implications of the continued shift to T+1 Settlement Cycles across the global landscape. What does it mean for North Americans to now face challenges with time zone differences and currency management, in addition to known issues around reference data management, allocation matching timing, Securities Lending and FX?
Innovating with Purpose: Building Solutions for an Evolving Financial Landscape
Yvonne Garcia, Chief of Staff to CEO, State Street Corporation
Donna Milrod, Head of Global Client Management, State Street Corporation
In this engaging fireside chat, State Street Chief Product Officer Donna Milrod will explore the evolving demands of institutional clients in the age of rapid technological innovation and shifting market dynamics. Drawing from her extensive experience in financial services, she will discuss how organizations like State Street are transforming asset servicing capabilities to remain competitive, harnessing AI and digital solutions to drive innovation, and addressing market trends and client needs through product solutions. The session will be moderated by State Street Chief of Staff to the CEO and Global Head of Internal Communications, Yvonne Garcia.
Tuesday Breakfast Session
Navigating the Future of Inclusive & Equitable Workplaces in Uncertain Times
Gregory Chery, Executive Director, Minds Matter Boston
Michelle Thompson-Dolberry, Executive Vice President & Chief Diversity, Equity and Inclusion Officer, MFS Investment Management
As attitudes toward Diversity, Equity, and Inclusion (DEI) evolve, organizations must navigate the challenge of maintaining equitable and inclusive workplaces. This session offers actionable insights on protecting employee well-being, fostering belonging, and creating systems that adapt to cultural shifts. Discover strategies to balance organizational goals with the emotional and psychological safety of teams, ensuring DEI thrives in uncertain times.
| Early Bird
(by Feb 28) |
Regular
(after Feb 28) |
|
| Full Conference Member | $995 | $1195 |
| Full Conference Non-member | $1195 | $1395 |
| One-Day Monday Member* | $495 | $595 |
| One-Day Monday Non-member* | $595 | $695 |
| Vendor/Solution Provider** | $1500 | $1700 |
*This registration type is not available to non-Exhibiting/Sponsoring Vendors. This registration type does not include the Monday evening dinner which can be purchased during registration for an additional cost.
**The cost for Vendors/Solution Providers to attend the Summit will be $1,500/$1,700 per person. You may also choose to purchase an exhibit booth which comes with two complimentary Full Conference registrations and many of our sponsorship categories come with complimentary Full Conference registrations as well. If your firm chooses to exhibit or sponsor the event, individuals from your firm can then register at the Non-Vendor rate (Member or Non-member).
Tuesday Breakfast Presentation
This presentation is included in all Full Conference registrations, but can be added on to a One-Day Monday pass or any individual wishing to attend just this presentation can do so.
| Individual Member/Non-Member | $75 |
| Table of 8 If you are interested in a table, please reach out to usainfo@isitc.org. |
$525 |
Sign up to Exhibit or Sponsor!
The 31st Annual Securities Operations Summit, is not your average conference – it’s a dynamic gathering of top-tier executives, broker/dealers, custodians, investment managers, vendors/utilities, and industry visionaries. Imagine being part of a thrilling exchange of ideas, where industry leaders unite to ignite change. Join us as an exhibitor and seize the opportunity to dazzle over 250 investment managers, custodians, broker/dealers, and forward-thinking vendors. All meals and breaks on Sunday evening and Monday will take place in the exhibit hall and this is where you’ll have the exclusive chance to showcase your cutting-edge products and services to an eager audience hungry for innovation.
The sponsorship opportunities give firms the ability to showcase their firm, brand, and logo before, during, and after the meeting. There are multiple levels of sponsorship as well as additional opportunities to take advantage of – see what works best for your firm!
View the Exhibitor and Sponsorship Brochure below for all of the pricing and details. For questions or to discuss further, please contact Tara Roling at troling@association-partners.com.
Exhibitor & Sponsorship Brochure
Exhibit Fees
| Early Bird
(by Feb 21) |
Regular
(after Feb 21) |
|
| ISITC Member | $3000 | $3500 |
| ISITC Non-member | $3800 | $4300 |
Available Sponsorships Items
| Platinum | Gold | Silver | Bronze |
| Monday Cocktail Reception |
Monday Lunch |
||
| Tuesday Cocktail Reception | |||
| Tuesday afternoon coffee break | |||
| Meeting space Wi-Fi | |||
| Key cards | |||
Available Individual Sponsorships
| Innovation Forum *Only 1 more available | $2,500 |
| Meeting Lounge | $1,500 |
| Meeting Space Wi-Fi | $1,800 |
| Charging Station | $2,000 |
| Key Card | $2,000 |
| Lanyard | $2,500 |
| Headshot Photographer | $4,000 |
Exhibitors
CUSIP Global Services
DTCC
ECS Fin
FIS Global
Globetax
Kingland
Meradia
Saphyre
Seclore
TCS BaNCS
Sponsors
Diamond
Platinum
Gold
Silver
Bronze
Media Sponsor
The Renaissance Boston Seaport Hotel
606 Congress Street
Boston, MA 02210
Group Room Rate: $289.00 USD/night
Hotel Reservation Deadline: The deadline to book a hotel room at the group rate has passed.
Room Rate Includes:
- Check In: 4:00 pm Check Out: 12:00 pm
- Complimentary internet access in guest rooms
- Complimentary use of health club
Cancellation Policy: Hotel cancellation policy is 72 hours.