30th Annual Securities Operations Summit
ISITC’s 30th Annual Securities Operations Summit will be themed Accelerate Together: Forging our Future.
ISITC has been at the forefront creating the path forward in financial services. At the 30th Annual Summit, participants will be engaged with top-notch relevant issues helping to collectively forge the way to our future. You will work toward solutions driven market practices in areas like T+1 and AI in this year’s not-to-miss summit!
Agenda at a Glance | Program Book
General Sessions
Shaping the Future of Institutional Finance: Unlocking the Power of Digital Assets
Nadine Chakar, Managing Director, Global Head of Digital Assets, DTCC
Explore the future of institutional finance with our keynote, “Shaping the Future of Institutional Finance: Unlocking the Power of Digital Assets.” Discover how digital assets are changing traditional financial systems with transparency, immutability and decentralization through blockchain technology. We’ll discuss the current state of digital asset adoption and regulatory challenges, offering practical strategies for integration. Join us to learn how to leverage digital assets for positive change and shape the future of institutional finance.
T+1: The Countdown Begins
Moderator: David Kirby, Managing Director, DTCC
Tom Damico, Managing Director, JP Morgan
Michele Pitts, Managing Director, Citi
Tara Taylor, Managing Director, FX Sales & Trading, State Street Corporation
Alan Wallerce, Director, Fidelity Investments
With just 62 days left, the industry’s securities settlement processes continue to heat up on topics of key controls, industry behavior, and process changes to be implemented ahead of go-live across buy/sell/custodian & CMSPs. ISITC would like to bring in final checkpoint discussion to share the industry perspective of readiness, testing and help industry prepare for the Go-Live. Join the expert panel on T+1 and get your checklist reviewed.
Artificial Intelligence (AI) Governance
Moderator: Matt Schill, Director, DTCC
Anuj Mallick, Partner/Principal, EY
Darlene Newman, Head of Internal Technology Research and Innovation, DTCC
Yagub Rahimov, CEO, Polygraf AI
Vicky Wang, AI Innovation Program & Shared Services Manager, Swift
Governance on artificial intelligence refers to the ability to direct, manage and monitor the AI activities of an organization. Leaders of organizations and enterprises in banking and financial services are legally required to provide transparency into the AI models and use cases to satisfy regulators. To mitigate risks and realize the potential of AI, businesses need to have a governance framework that is based on intent, fairness, transparency, safety and accountability. During this session, learn how industry leaders have approached this.
Artificial Intelligence (AI) Is Here! Securities Industry Use Cases
Moderator: Dianne O’Boyle, Securities Segment Lead, Swift
Sanjeev Dheer, CEO, CENTRL
Erika Neilssen, Senior Manager, Accenture
Gabino Roche, CEO & Founder, Saphyre
The financial services industry is undergoing a significant transformation with the adoption of AI technologies. A study published by NVIDIA reveals that 91% of financial services companies are either assessing AI or already using it in production. From risk management activities and operational processes to algorithmic trading, the securities industry will experience increased productivity and new revenue opportunities – key strategic goals for 2024. Financial Services executives will share information about products in production today and their views on what will shortly be on the market.
The Changing ESG Landscape
Moderator: Wendy Mailot, Senior Director, Global Technology Development, MFS Investment Management
Mason Gregory, Head of Investor Engagement, Verity Platforms
Harry Stahl, Senior Director, Enterprise Strategy & ESG Strategy Lead, FIS
Jackie VanderBrug, Head of Sustainability Strategy, Putnam Investments
2023 saw several shifts in the ESG landscape, from the declining use of the term, the continued formalization of reporting standards and more regulations coming into force. Greenwashing continued to be a focus for regulators, while the political climate around ESG in the United States reached a new high and several venerable ESG coalitions began to falter. Despite this, global ESG flows were stable and interest in sustainability remained top of mind for market participants. Join our panel of experts as we take a fresh look at the challenges and opportunities that sustainability and ESG will face in 2024 and beyond.
The Paradigm Shift
Rob Almeida, Chief Strategist, MFS Investment Management
The paradigm that investors lived in ended in 2022. We have now entered a new paradigm of unsuppressed interest rates and greater spending on necessary things like re-shifting of supply chains, labor, capital equipment, and decarbonization. This discussion will explore what these changes mean for economies, financial markets and investors.
Tuesday Morning Breakfast Session
DEI Breakfast Presentation: Bias in AI
Natalie Heisler, Managing Director, Accenture Data & AI, Accenture
Eric Walk, Director, Enterprise Data Strategy, Perficient, Inc.
As AI becomes more prevalent in financial services, we need to understand that this new technology is not immune to the same biases we deal with our everyday lives. In fact, the closed and technical nature of this technology makes it even harder to know where the potential for bias is, and we risk further harm to women, people of color and LGBTQ+ communities if we do not find ways to identify and eliminate it. Join us for a real-world discussion around the potential of AI, the risks of bias, and ways we can all help eliminate it.
Full Conference Registration (Sunday–Tuesday)
Member: $875.00 USD
Non-Member: $1,095.00 USD
Vendor/Solution Provider: $1,500 USD *Applies to: Vendor/Utility attendees whose firm is not Exhibiting/Sponsoring. See below for more details.
All registrations include: Access to the Exhibit Hall; Working Group, Forum and Focus Sessions; General Session; the exhibitor cocktail receptions on Sunday and Monday evenings, Tuesday Morning Breakfast Presentation, and all conference meals.
One-Day Monday Registration
Member: $400.00 USD
Non-Member: $475.00 USD
*This registration type is not available to non-Exhibiting/Sponsoring Vendors.
Registration includes: Access to the Exhibit Area on Monday, General Sessions on Monday, and all meal functions on Monday excluding the Monday Evening Dinner (can be purchased separately for $100).
Tuesday Breakfast Presentation
Member/Non-Member: $75.00 USD
Table of 8: $525.00
If you are interested in a table, please reach out to usainfo@isitc.org.
Registration includes: Access to the Tuesday Breakfast and Presentation only.
Vendors/Solution Providers
The cost for Vendors/Solution Providers to attend the Securities Operations Summit will be $1,500 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. One-Day Monday Registration is not available to Vendors/Solution Providers who are not exhibiting or sponsoring.
Why Exhibit or Sponsor?
The 30th 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.
Exhibitor & Sponsorship Brochure
Exhibit Fees
Member:
On or Before February 16, 2024: $3,000
After February 16, 2024: $3,500
Non-Member:
On or Before February 16, 2024: $3,800
After February 16, 2024: $4,300
Exhibitors
DTCC
LSEG
Kingland
Acadia – An LSEG Business
CUSIP Global Services
ECS Fin
FIS
Tata Consultancy Services
Globe Tax Services, Inc.
Exchange Data International
Seclore
Access Fintech
T-Scape Ltd.
Proxymity Ltd.
FIA Technologies
Sponsors
Diamond Partnership Sponsors
Platinum
Gold
Silver
Bronze
Copper
The Renaissance Boston Waterfront Hotel
606 Congress Street
Boston, MA 02210
The Renaissance Boston Waterfront Hotel is located in Boston’s Seaport district, walking distance to many exciting Boston attractions, restaurants and bars.
Group Room Rate: $284.00 USD/night
Hotel Reservation Deadline: Friday, March 8, 2024
Reservations – The reservation deadline to receive the ISITC 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.