Fall Forum 2025
Registration is Open & the Agenda is Available!
Click on the Registration tab on the left hand side to register.
Topics will include:
- Private Markets’ Impact: Changing Operational Demands in the Rise of Private Equities & Private Credit
- Protecting Critical Data: The Underlying Principle of Responsible AI Adoption in Finance
- Navigating the Stablecoin Landscape: Regulation, Innovation, & Market Dynamics
- Beyond the Bell: Operationalizing 24×5 Trading in U.S. Markets
- Corporate Actions on Digital Assets
- Accelerated Settlements for the EU & UK
- And more!
Confirmed 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:
- 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?
- 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?
- 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?
- 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?
- Discuss the challenges with stale data. What, if anything, must change in the marketplace for private markets’ data content to be current.
- 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
Justin Kesheneff, Global Fixed Income Corporate Actions Senior Product Manager, Bloomberg
Adrian Murray, Product Leader and Innovator, LSEG
Other Speakers TBA
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.
Beyond the Bell: Operationalizing 24×5 Trading in U.S. Markets
Jessica Crosson, Director, Asset Services, DTCC
Anthony Macchiarulo, Assistant Vice President, Financial Services Operations & Assistant General Counsel, SIFMA
Other Speakers TBA
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 23×5 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.
Registration is now open!
Full Conference Registration (Sunday – Tuesday)
| Early-bird Rate by August 15 |
Regular Rate After August 15 |
|
| Member | $695 | $895 |
| Non-member | $895 | $1095 |
Includes: Access to all meal functions and receptions, General Sessions, and all Working Group, Forum, and Focus Sessions.
Cancellation Policy: Cancellation must be received in writing via email at usainfo@isitc.org. Registration cancellations received prior to Monday, August 25, 2025 will receive a refund for registration minus a $75 administrative fee.
Cancellations received after Monday, August 25, 2025 are not eligible for a refund, but may transfer conference registration to another individual within your firm for this conference.
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.
To register as a sponsor, click here.
Diamond Partnership Sponsor
Four Seasons Hotel
200 International Drive
Baltimore, MD 21202
Group Room Rate: $289.00 USD/night
Reservation Deadline: Friday, August 15, 2025
Reservation Link, use code 250907ISI
*If you would like to add nights pre and post the Fall Forum, please call the hotel to add them at the group rate.
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.