March 2005 Annual Industry Forum and Vendor Show

The Marriott Long Wharf, Boston, MA 20 Mar 2005 - 23 Mar 2005

About the Event

Please join ISITC-IOA at the March 2005 Industry Forum and Vendor Show in Boston. This year’s theme, “Back to Basics: STP” takes an invigorated look at a neglected industry challenge. STP, the old buzzword in the forefront, now lost in the recent regulatory shuffle – is it dead? Should it be? How can it help, and why does it deserve another look?
Join us for a day with industry experts as we explore Back to Basics: STP.

Monday, March 21, 2005
9:15-10:00am - Keynote Presentation - Taylor S. Bodman, General Partner of Brown Brothers Harriman & Co. and President and CEO of BBH Infomediary LLC

10:00 -11:00am - Panel Discussion I: Navigating in a Sea of Change - Experience Weighs in on Emerging Industry Trends
Panelists include:
Lee J. Cutrone, Managing Director, Industry Relations, Omgeo LLC
Joseph Anastasio, Chief Client Partner, NA, Capco and serves as Vice Chairman of the Board of Directors of Cross Border Exchange
Nigel D. Solkhon, EMEA Lead Trade Processing Transformation/ Global Segment Manager Asset Management, IBM Global Financial Markets
Patricia Y. Tsien, Partner - Global Head of Accenture’s Straight-Through Processing, Accenture

11:15 -12:15pm - Panel Discussion II: Pre-Trade/Trade- Beyond “FIX”ed. Can Trends in the Front Office Help STP?
Panelists include:
Daniel Doscas, Senior Vice President, Fixed Income Strategy Department, Lehman Brothers
Steven Donovan, Chief Information Officer and SVP, MFS Investment Management
Richard S. Enfield, CPA, Director, Product Management, Charles River Development
Robert Hegarty, Vice President, Securities & Investments Technology, TowerGroup
Jose Manso, Managing Director FMCNet, Financial Models Company LTD

12:15-2:15pm - Lunch in the Exhibit Hall

2:15-3:30pm - Panel Discussion III:The Role of Utilities: When Industry Initiatives Collide
Panelists include:
Tim Lind, Senior Analyst, Investment Management, TowerGroup
Arthur Barton, Director, Chief Administrative Officer, Clay Finlay, Inc.
C. Steven Crosby, Financial Industry Consultant and former BearingPoint Managing Director
Robert B. Davies, Regional Director, Securities Industry Division, North America, SWIFT
Richard R. Macek, Executive Managing Director, Finance & Risk Management for The Depository Trust & Clearing Corporation and Chairman for Omgeo

3:30-3:45pm - Closing Remarks by Robert Pierre, retired, State Street Boston

Tuesday, March 22, 2005
8:45 – 4:00pm - Working Group Sessions

Wednesday, March 23, 2005
9:00 – 4:00pm – Special Working Group Sessions

CONFERENCE REGISTRATION:
Please register online at www.isitc.org. Members are reminded to log in before registering. Upon completing the online registration, you will receive an email confirmation. If you do not receive an email confirmation the same day, please contact the office at (908) 359-1184.

One-Day Registration:
• One-Day pass open to all: $150
Includes: Monday’s General Session, the exhibitor cocktail receptions on Sunday and Monday evenings, breakfast and lunch on Monday. Does not include the event dinner on Monday evening.

Full Conference Registration:
• Full Conference pass for ISITC-IOA Members: $350
• Full Conference pass for Non-Members: $700
Includes: access to the Exhibit Hall, access to the appropriate Industry Forums, General Sessions, Working Group Sessions, the exhibitor cocktail receptions on Sunday and Monday evenings, and all conference meals.

Press Registration and Policy:
The association welcomes representatives from the press at its general session. One complimentary press pass per publication will be offered. Additional press passes can be purchased for the one-day attendee rate. All press representatives must wear a name badge and identify themselves. Industry forums and working group sessions will be closed to the press.

Spouse/Guest Registration:
A $100 registration option is available for a guest who is a spouse, significant other, friend or an adult child (18 years old or older) and who is not in an industry-related occupation. This registration option only includes meals and does not include access to the general session, working group sessions or exhibit hall. A co-worker, an associate, or spouse who works within the industry may not use the Spouse/Guest registration option.

Conference Cancellation Policy:
The policy provides a full refund if the ISITC-IOA Administrative Office is notified in writing five business days prior to the conference. NO REFUNDS will be given for cancellations that occur after March 15th. If a paid attendee is unable to attend the conference they may send a substitute; fees will not be returned. To cancel please fax back your confirmation notice with your request to cancel to (908) 359-7619 OR e-mail usainfo@isitc.org

The Exhibit Hall hours will be:
Sunday, March 20, 2005 from 5:00 – 7:00 pm with a Cocktail Reception in the Exhibit Hall
Monday, March 21, 2005 from 7:30 am – 5:30pm.
Breakfast and Lunch will be served in the Exhibit Hall. Monday’s cocktail reception will begin at 4:00 pm. All attendees are encouraged to participate in the exhibit raffle by visiting each booth and having your event passport stamped for the drawing. The drawing for prizes will be at 5:30 pm on Monday and the winners or a designated representative must be present.

Exhibitors will include:
Asset Control Systems Inc.
BBH Infomediary
Cable & Wireless
CheckFree Services Corporation
CLS Bank International
Electra Information Systems, Inc.
Evare, LLC
Financial Models Company LTD
IBM
J.P. Morgan Chase & Co.
Mergent, Inc.
Misys International Banking Systems
Olmstead Associates, Inc.
Omgeo LLC
Optinfo, a Jack Henry Company
Radianz
SeeBeyond Technology Corporation
SmartStream Technologies, Inc.
Standard and Poor’s CUSIP Service Bureau
SunGard Asset Management Systems, Inc.
SunGard EProcess Intelligence, Inc.
Sungard Investment Management Systems
SWIFT
Tata Consultancy Services
Telekurs (USA) Inc.
Thomson TradeWeb
Vermeg
Volante Technologies
Xcitek

Hotel Reservations:
Please make your hotel reservations by using the on-line conference registration form. All hotel reservations are routed directly to Barbara Bermack at Protravel International and must be received by Monday, Feb. 7, 2005. After that date, rooms will be available on a “best efforts” basis, with no guarantee of the discounted rate. The Group Discount Rate is: $225. Your hotel confirmation will be sent to you by Barbara Bermack. Specific questions about the hotel can be directed to bbermack@protravelinc.com