Fall Forum 2026

Register Today!

Thursday, October 8 to Friday, October 9, 2026
(immediately preceding Columbus Day on Monday, October 12)
Rosen Shingle Creek Resort in Orlando, FL

General Session Topics

Emerging Challenges in Private Markets Data & Operations
Moderator: Kirke Cushing, Partner, DIACSUS
John Blair, Managing Director, Goldman Sachs
Tony Brownlee, President, Kingland
Thomas Dunlap, Managing Partner, DIACSUS
Shaun Hodge, Director of Operational Excellence, UMB Bank
This session will explore the Private Markets landscape, providing an overview of the key products, fund structures, and market participants that define the asset class. We will examine the fundamental differences between Private and Public Markets, focusing on market size, transparency, data standards, identifiers, pricing practices, and reporting requirements. Our discussion will also address operational challenges, including Limited Partner to General Partner reconciliations and real-time event monitoring, while highlighting the complexities created by limited disclosures, valuation delays, and fragmented data across the Private Markets ecosystem.

Markets In Motion: DTCC & Industry Initiatives Shaping the Future
Moderator: Bob Stewart, Executive Director and Client Lead, DTCC
Brian Disken, Executive Director, Head of Treasury Product, DTCC
Matt Ducie, Executive Director, Digital Assets, DTCC
Jack Manuel, Product Manager, DTCC
Matt Schill, Executive Director Product Management, DTCC
This session will feature DTCC leaders sharing perspectives on the key initiatives reshaping today’s financial markets and the infrastructure that supports them. The discussion will explore progress across T+1, modernization, digital assets, tokenization, corporate actions and U.S. Treasury clearing, with a focus on how DTCC is helping drive industry transformation while addressing emerging operational priorities.

Operationalizing Digital Assets
Moderator: Daniel Huscher, Chief Operating Officer, Lukka
Matt Ducie, Executive Director, Digital Assets, DTCC
Simon Letort, Head of Strategic Initiatives, Digital Asset
Anthony Ross, Head of Digital Asset Operating Platform, BlackRock
As digital assets continue to mature, financial institutions are increasingly focused on moving beyond experimentation and into production. This session will explore how firms are operationalizing digital assets in practice, examining the market infrastructure, operating models, and partnerships supporting adoption across the industry. Panelists will discuss real-world use cases, including tokenized collateral, and share perspectives on the opportunities and challenges of scaling digital asset solutions. The conversation will also address the role of industry standards, interoperability, and collaboration in building a more connected and efficient digital asset ecosystem.

Working Group/Forum Sessions

• Corporate Actions
• Derivatives
• Margin & Collateral
• Private Markets
• Reference Data & Standards
• Repo Clearing
• Settlements
• Technology

AGENDA

Working group/forum agendas

Why Orlando?

After thoughtful consideration with a committee dedicated to making an extensive evaluation, ISITC has made the strategic decision to relocate the 2026 Fall Forum to the Rosen Shingle Creek Resort in Orlando, Florida. This change reflects our commitment to delivering an exceptional experience while maximizing value for ISITC members and partners.

We’re excited about the opportunities this new location brings and look forward to welcoming you to Orlando for a dynamic and impactful event.

Multiple cities across the country were evaluated, with a wide range of factors taken into account during the selection process. Items the group took into consideration included:

• ✈️Proximity & Accessibility: Orlando offers superior access to major transportation hubs, making travel convenient for the majority of our attendees. In addition, there are a variety of entertainment options locally.
• 🧭Optimized Function Space: The layout of the new venue supports a natural flow between sessions and networking areas, creating a seamless and engaging environment for learning and connection.
• 💰Features vs. Value: The selected venue provides excellent service and maintains a hotel room rate that is reasonable.

Availability: In each city, a number of upscale hotels were reviewed. Availability of dates and appropriate amount of meeting space was a critical component to the decision. The Rosen Shingle Creek in Orlando had availability within the window of dates and offers an upscale meeting space.