Virtual Winter Forum

December 7 - 9, 2020 | Online

In place of the ISITC Winter Forum this year, ISITC will be hosting a virtual meeting, similar to ISITC Week in the fall. It will take place from Monday, December 7 to Wednesday, December 9 from 10:00/10:30 am to middle of the afternoon daily. There will be multiple Working Group or Forum sessions each day and one General Session, with the exception of the last day which will include the Annual Business Meeting instead.

Agenda                  Program Book

General Sessions
An Economic Expert View on the Financial Services Industry & Regulation After the Election
James Sweeney, Chief Economist & CIO Americas, Credit Suisse
The global pandemic and US Elections have driven uncertainty and caused significant volatility over the past year. With questions on what lies ahead of us, join us as we hear from the Chief Economist for Credit Suisse and look to understand the economic outlook, potential changes in the industry, and impact on policy and regulation.


CSDR Likely to Enter into Force in February 2022: A Cordial Discussion Between an IM & Some CSD’s
Moderator: Matthew Laning, Trade Operations Analyst, AVP, Wellington Management Company
Miguel Ferreira, Regional Head Americas, Euroclear
Matt Johnson, EMEA Product Management & Industry Relations, DTCC
The European Commission has followed the recommendation from ESMA to postpone the settlement discipline part of CSDR by one year. The European council and the European parliament have still a little bit more than 2 months to raise any objection to this new launch date of 1st of February 2022. As we know that this extra year should allow the market participants and the CSD to finalize their implementation in due time as they have been compromised following the outburst of the Covid-19 pandemic, this discussion between an investment manager and two CSDs will show us if indeed, the extra 12 months can be fully dedicated to finalization of the implementation, or if they are still some basics questions that need to be addressed on some processes such as the buy-in procedures.



Member: FREE
**ISITC Members must use the coupon code ISITCMember when registering in order to receive complimentary registration.
Non-Member: $49.00 USD
Includes: Access to all virtual sessions

Cancellation Policy: Registration fees are non-refundable. If you are unable to attend the live events, sessions will be recorded and available for Members in the Member Center.

Take advantage of the Virtual Winter Forum Sponsorship Opportunity. For more information on Sponsorship Opportunities, see the link below. To reserve your Sponsorship, please contact Tara Dalrymple at or at 908-359-1184.

Sponsorship Opportunity


Partnership Sponsors




ISITC Week Sponsor

Media Partner

As this is a virtual event, there is no hotel information.