Webinar: U.S. Partial Settlement
U.S. Partial Settlement
Join us for this exciting panel session on partial settlement workflows and associated impacts to all parties as a trade moves through its lifecycle.
The panel will provide a brief overview of the status of partial settlements to be released with depository changes in 3rd Quarter, 2027. They will cover how the process has evolved to its current state through client and industry feedback. They will review and discuss operational process, including how Auto Partial is managed at DTCC (Depository Trust & Clearing Corporation), and the subsequent impact and downstream processing at the investment manager, custodian bank, and broker levels. The panel will touch on qualifications for an effective and efficient partial settlement solution, with the goal of establishing market standards by ISITC.
Speakers:
- Aruna Parthiban, Sr Vice President – Bank Relationship Management & Market Strategy, Goldman Sachs
- Marcus Denne, Product Management – Executive Director, DTCC
- Paul Bishop, Executive Director, US Custody Product, JP Morgan
- Andrea Mahar, Head of Americas Securities Clearing & Settlement Operations, UBS
Date: February 27, 2026
Time: 11:00 am to 12:00 pm EST
Registration in Now Open! Click on the “Registration” tab on the left hand side to register.
Registration is Now Open!
ISITC Members: Free
Non-members: $40
If you are a member, please be sure to log-in before clicking the “Register Now” button on the next page in order to see the member rate.
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There is no hotel information as this is a webinar.