Fall Forum

September 11 - 13, 2022 | Baltimore, MD

This meeting will have two General Sessions on Monday and Tuesday morning as well as Working Group and Forum sessions throughout Monday and Tuesday. Don't miss out on some relevant General Sessions that ISITC has planned!

Agenda at a Glance                     Program Book


General Sessions

A View from Washington
Pete Schroeder, Financial Correspondent, Thomson Reuters
Andrew Ramonas, Reporter, Bloomberg Law Securities Law News
A discussion of the sweeping agenda facing the Biden administration, the political fights around those rule writing and enforcement efforts, and how the debate in Washington could shift depending on the outcome of the November elections.

Demystifying the Metaverse: What it is and Why it Matters!
Introduction: Joe Harrington, Partner, PwC
Anthony Anderson, Senior Manager, Metaverse Specialist, PwC

Andrea Mower, Senior Manager, Metaverse Specialist, PwC
What is the metaverse and why does it matter to me and my business? The answer to this question varies on who is asking and what their goals are. We can break this down by investigating the technology landscape, how we got here today, where we are currently, and what is the trajectory forward. More importantly, focus will be spent on how the metaverse is currently impacting the financial sector and ways it can be leveraged today no matter your industry.

Presentation Slides

Getting Ready for T+1
Moderator: Bob Walley, Principal, Financial Services, Deloitte
John Abel, Executive Director, Clearance and Settlement, Product Management, DTCC
Joanne Kane, Chief Industry Operations Officer, Investment Company Institute
Anthony Macchiarulo, Senior Associate, Financial Services Operations, SIFMA
In partnership with the industry, SIFMA, ICI and DTCC are collaborating on efforts to accelerate the U.S. securities settlement cycle to T+1 in 2024. With the help of Deloitte & Touche LLP, who has been engaged to assist in the industry effort to move to T+1, a T+1 Securities Settlement Industry Implementation Playbook was recently published that outlines a detailed approach to identifying the implementation activities, timelines, dependencies, and risk impacts that market participants should consider to prepare for the transition to T+1. Join experts from SIFMA, ICI, DTCC, and Deloitte as they discuss the scope of changes required, the impact of T+1, and priority issues to be addressed in order to prepare for this transformational change for the securities industry.

Presentation Slides

Investment Management ESG Programs
Moderator: Wendy Mailot, Vice President, MFS Investment Management
Ben Ballard, Vice President & Director of Product Marketing, Equity & ESG, T. Rowe Price
Paul Fahey, Head of Investment Data Science, Northern Trust
Mira Vasani, Associate Director, Americas Head, Third Party Partnerships, Morningstar Sustainalytics
ESG is impacting all aspects of Investment Managers from research and investment decisions to compliance monitoring, technology builds and regulatory and client reporting. This session will provide an overview of how investment Managers are building out their ESG programs, including structuring their investment and distribution teams, as well as highlighting some of the challenges that are arising around data and the fast pace of regulatory changes.


Health & Safety Information


Register for the Fall Forum Today!

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 usainfo@isitc.org.

Take advantage of the Fall Forum Sponsorship Opportunities. For more information on Sponsorship Opportunities, see the link below. To reserve your Sponsorship, please contact Tara Roling at usainfo@isitc.org or at 908-359-1184.

Sponsorship Opportunities



Partnership Sponsors




Fall Forum Sponsor


Four Seasons Hotel
200 International Drive
Baltimore, MD 21202

The Four Seasons hotel is nestled at the edge of Baltimore’s Harbor East waterfront. The hotel has great views of the Inner Harbor as well as the city. Come explore Baltimore, where there are strollable neighborhoods of red brick row houses, a plethora of amazing restaurants, shopping and much more.

Group Room Rate: $259.00 USD/night
The hotel deadline has passed. However, the hotel still has availability to honor the group rate on Sunday & Monday nights. Guests can call our reservations department directly at 410-576-5800.

Room Rate Includes:
Check In: 3:00 pm Check Out: 12:00 pm
Complimentary high-speed internet access in guest rooms
Complimentary use of fitness center
No early departure fees

Hotel Guarantee, deposit and cancellation policies: Cancellations for a guest room reservation must be received 48 hours prior to expected arrival date. Policies may differ by arrival date and room type. If cancellation of a guaranteed reservation is not received by the required date, the Hotel will charge for one night’s accommodation. For details of cancellation policies and deposit requirements, please check at time of booking.