Fall Forum 2025

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General Sessions

Private Markets’ Impact: Changing Operational Demands in the Rise of Private Equities & Private Credit Moderator: Tony Brownlee, President & Partner, Kingland
Taylor Fowler, Enterprise Product Strategy & Partnerships for Private Markets, Bloomberg
Kirke Cushing, Partner, DIACSUS
Michael Winnike, Managing Director, Head of Strategy & Market Solutions, DTCC
Join us for an enlightening panel discussion on the topic of ‘Private Markets’ Impact: Changing Operational Demands in the Rise of Private Equities & Private Credit’, where views will be shared and opined on the below and other related points and questions:

1. Buy-side and sell-side investment patterns and marketplace demand for these products. What is driving this investment and is there risk of divestment from traditionally listed products?
2. Implications to the financial services industry for data management and risk management in order to meet completeness, timeliness, and accuracy needs and expectations for what ‘good’ looks like, while being operationally efficient. How can these be achieved and is there anything to worry about?
3. Assessing anticipated changes in the regulatory operating environment under the current US administration and other jurisdictions. What changes can be expected?  What steps are being taken to prepare for these?
4. Providing insight into what operational or other functional changes financial services firms must do in the near and longer terms to be efficient, scalable, and controlled, while conforming to regulations and internal policies and standards. How should firms control for these?
5. Discuss the challenges with stale data. What, if anything, must change in the marketplace for private markets’ data content to be current.
6. What other patterns or behavioral changes should be met and addressed, including by market data suppliers?

Protecting Critical Data: The Underlying Principle of Responsible AI Adoption in Finance
Moderator: Brian Hunt, COO Commercial Organization, Symphony
Sebastian Gehrmann, Head of Responsible AI, Bloomberg
Adrian Murray, Head of Product, PRS Data & Feeds, LSEG
Mark Sutera, VP Enterprise Sales, Seclore
As financial institutions explore the transformative potential of generative AI, ensuring responsible implementation is critical. This panel will examine how organizations can leverage tools like large language models while safeguarding sensitive data and maintaining regulatory compliance. Panelists will share insights on balancing innovation with robust data governance, addressing risks such as data leakage, model hallucinations, and third-party vulnerabilities. Attendees will gain practical strategies for deploying AI responsibly, with a focus on access controls, regulatory alignment, and protecting intellectual property.

Navigating the Stablecoin Landscape: Regulation, Innovation, & Market Dynamics
Moderator: Roy Ben-Hur, Managing Director, Deloitte
Susan Gault-Brown, Partner, A&O Shearman
Simon Letort, Head of Strategic Initiatives, Digital Asset
Thomas Sullivan, Managing Director, Head of Business Development for Digital Assets, Societe Generale
Stablecoins have emerged as a pivotal innovation bridging the gap between traditional currencies and digital assets. The passage of the GENIUS Act in July 2025 marked a key moment for financial institutions navigating the stablecoin ecosystem, establishing the first comprehensive federal framework for payment stablecoins in the United States. This panel will examine the opportunities and implications of stablecoin adoption for operational strategy, risk management, and compliance, offering insights into how firms can adapt in a rapidly evolving digital asset landscape.

Beyond the Bell: Operationalizing 24×5 Trading in U.S. Markets
Moderator: Paul Preisser, Head of AMER OCRM, BNP Paribas
Paul Bishop, Executive Director, JPMorgan Chase & Co.
Jessica Crosson, Director, Asset Services, DTCC
Anthony Macchiarulo, Assistant Vice President, Financial Services Operations & Assistant General Counsel, SIFMA
As the industry moves toward extended trading hours, operations teams are at the forefront of enabling resilient, efficient, and scalable post-trade processes. This panel will explore how firms are adapting their workflows, controls, and infrastructure to support near-continuous trading. With DTCC’s NSCC and major exchanges advancing toward 24×5 trading, panelists will discuss how infrastructure modernization, clearing guarantees, and industry collaboration are reshaping the trading day—and what it means for global market access and resiliency.