Winter Forum

December 8 - 10, 2019 | Palm Beach, FL

Program Book Available!

Program Book

General Session Information

CSDR Overview
Spencer Schulten, Executive Director, Capco Capital Market Practice
Capco will provide a Central Securities Depositories Regulation (CSDR) Overview and its goal to increase the safety and efficiency of securities settlement and settlement infrastructures across the EU


CSDR Panel Discussion
Moderator:Spencer Schulten, Executive Director, Capco Capital Market Practice
Miguel Ferreira, Regional Head Americas - Relationship Management - Commercial Division, Euroclear
Matthew Laning, Assistant Vice President, Trade Operations, Wellington
Robert Stewart, Senior Vice President, Brown Brothers Harriman
Capco will facilitate a panel discussion with industry leaders focusing on the operational impact on preparing for this new settlement regimen.


LIBOR to SOFR Transition 
Jenn Hafemann, Partner, PWC
Prakash Mahtani, Director, PWC
This session will discuss operational questions related to LIBOR transition. How are the new risk free rate products different from operational support perspective? How will the operations support the industry transition to risk free rates?


Crypto Assets: A Comparison to Traditional Market Infrastructure
Jason Ward, Vice President, Product Management, Fidelity Investments
Crypto assets could change everything we know today from asset issuance to settlement to ongoing to position servicing. Hear Fidelity’s perspective from Jason Ward who is responsible for monitoring the blockchain ecosystem, evaluating business applications for blockchain and curating the roadmap for the Fidelity Center for Applied Technology (FCAT) Blockchain Incubator.

Full Conference Registration (Sunday – Tuesday)

Member: $695.00 USD
Non-Member: $895.00 USD
Includes: Access to all meal functions and receptions, Monday’s General Session, and all Working Group, Forum, and Committee sessions.

Cancellation Policy: The policy provides a full refund if, the ISITC Administrative Office is notified in writing 5 working business days prior to the conference. NO REFUND will be given for cancellations that occur on or after the 5th day before the conference. If a paid attendee is unable to attend the conference they may send a replacement, fees will not be returned. ISITC is unable to transfer conference payment to a future event. To cancel your conference registrations please e-mail

Take advantage of the Winter Forum Sponsorship Opportunities. For more information on Sponsorship Opportunities or to Reserve Your Sponsorship, please contact Tara Dalrymple at or at 908-359-1184.

Sponsorship Opportunities


Winter Forum Sponsors

Bronze Sponsor

Four Seasons Hotel
2800 South Ocean Boulevard
Palm Beach, FL 33480

Group Room Rate: $285.00 USD/night
Hotel Reservation Deadline: The deadline to book your hotel room at the group rate has passed.

Room Rate Includes:
Check In: 4:00 pm Check Out: 12:00 pm
Complimentary standard internet access in guest rooms
Complimentary use of health club/fitness center

Hotel Guarantee, deposit and cancellation policies: A deposit of your first and last nights’ accommodation will be charged two weeks prior to your arrival. In order to avoid forfeiting this deposit, it will be necessary to advise the Resort of any amendment or cancellation three days prior to the day of arrival.