- Scheduled March 30 – April 1 in Boston, the summit attracts leading asset servicers, broker dealers, asset managers and solution providers in an effort to develop and promote standards and best practices across the securities industry
- Themed “Resilience Through Innovation: Preparing for the Next Decade in Financial Services,” this year’s summit will address the capital cycle, U.S. Treasury Clearing, cryptoasset vs tokenized asset custody, AI governance and more
Bridgewater, NJ, February 19, 2025 – ISITC, the industry trade organization connecting global financial services experts, today announced that Rob Almeida, Global Investment Strategist & Portfolio Manager at MFS Investment will deliver the keynote at its 31st Annual Securities Operations Summit. This year’s summit theme is “Resilience Through Innovation: Preparing for the Next Decade in Financial Services.” Key issues to be addressed during the summit include the capital cycle, U.S. Treasury Clearing, custody, AI, accelerated settlement, and solutions for an evolving financial landscape.
“In the global financial services industry one thing is for certain—the pace of transformation continues to accelerate,” said Rich Robinson, ISITC Chair. “ISITC and our annual summit are essential for global experts to come together to shape the future.”
For his keynote, Almeida will explore the shift in investor focus from the economic cycle, which was driven by macroeconomic factors like interest rates and inflation, to the more critical capital cycle, which emphasizes how businesses allocate resources and invest in future growth.
General sessions include:
- Cryptoasset Custody vs. Tokenized Asset Custody—Industry leaders will discuss real-world digital asset custody technology solutions and how others can expect to implement their learnings in their own businesses.
- AI Governance & the Impact of the Incoming Presidential Administration—Joe Alicata, AI Policy Lead at Bloomberg, will share insights on how businesses can stay ahead of the regulatory curve, mitigate risks, and contribute to a globally responsible AI ecosystem.
- Innovating with Purpose: Building Solutions for an Evolving Financial Landscape–State Street Chief Product Officer Donna Milrod will discuss the rapid change in demands of technological innovation and market shifts.
- Navigating the Future of Inclusive & Equitable Workplaces in Uncertain Times—Industry leaders will provide insights on maintaining equitable, inclusive workplaces by protecting employee well-being, fostering belonging, and adapting to cultural shifts.
Other topics to be addressed include: US Treasury Clearing, digital assets, derivatives, corporate actions, securities lending, reference data and standards, margin and collateral, and settlements.
DTCC is this year’s Diamond Partnership sponsor. Platinum sponsors included Kingland, Meradia, and TCS BaNCS. Gold sponsors are Saphyre and Swift. Silver sponsor is S&P Global Market Intelligence and Media sponsor is Asset Servicing Times.
The summit is scheduled for March 30-April 1 at the Renaissance Boston Seaport Hotel in Boston. For more information or to register visit https://isitc.org/events/2025/31st-annual-securities operations-summit/.
About ISITC
ISITC brings together asset servicers, broker dealers, asset managers and solution providers to develop and promote standards and best practices that increase operational efficiencies across the securities industry, enabling member companies to provide essential and enhanced products and services. Founded in 1991, ISITC’s membership totals more than 2,000 financial services professionals representing more than 60 firms and trillions of dollars in AUM/AUA. Through its member committees and working groups, ISITC connects global financial services experts to reduce capital market risk and increase operational efficiencies driving the industry forward. For more information on membership with ISITC, visit us at www.isitc.org or get in touch at usainfo@isitc.org.