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Why attend

The Computershare Industry Conference offers a unique opportunity to gain live insights into industry trends, disruptive technologies, evolving regulations, and capital markets. Attendees will benefit from direct access to thought leaders and the chance to forge valuable connections. Registration is complimentary for Computershare guests; you simply arrange your airfare and hotel, and we will take care of the rest.

Agenda

Wednesday, October 7
7:30 – 8:30 AM 60 min

Registration & breakfast

8:30 – 8:45 AM 15 min

Welcome: Ownership in a changing capital markets landscape

8:45 – 9:45 AM 60 min

Macro outlook: Interest rates, IPO markets, private capital and the next five years

Leading experts will examine the economic and market forces shaping the next five years, exploring the outlook for interest rates, IPO activity, private capital and the strategies companies can use to navigate an evolving capital markets landscape.

Moderator:

Jane Wells, Former CNBC Special Correspondent

Speakers:

Edwin O'Connor, Partner, Co-Chair, Capital Markets, Goodwin

Eric Criscuolo, Market Strategist, New York Stock Exchange

9:45 – 10:30 AM 45 min

Regulatory update: Regulator priorities, shareholder rights, proxy developments and emerging rules

This session will discuss the evolving regulatory landscape in the US and Canada, and the implications for companies, boards and governance professionals. Panelists will examine current rulemaking and enforcement priorities, recent developments affecting shareholder rights and proxy practices, and emerging rules that may reshape issuer obligations in both countries.

Speakers:

Beth Sasfai, Partner, Co-Head, Corporate Governance & Securities Regulation, Cooley LLP 

Bindu Cudjoe, SVP, General Counsel, Canadian Banking, TD Bank Group

Ted Yu, Associate Director, Specialized Policy and Disclosure Division of Corporation Finance, U.S. Securities and Exchange Commission

10:30 – 10:45 AM 15 min

Break

10:45 – 11:45 AM 60 min

The future of ownership: How tokenization could transform capital markets

Tokenization is moving from experimentation to execution, reshaping how assets are issued, owned, traded, and settled. Join leaders from major stock exchanges, market infrastructure providers, and industry innovators for an educational discussion on the different tokenization models emerging across the capital markets landscape, from issuer-sponsored and exchange-led initiatives to private market applications.

Moderator:

Ann Bowering

Speakers:

Brett Redfearn, President, Securitize

Paul Conn, President, Global Capital Markets, Computershare

Mohamed Zohiri, Legal Counsel and FinTech Adviser, Canadian Securities Administrators

Dennis Lee, Head of Digital Issuance, NYSE

Matt Saverese, Global Head of Strategy, Nasdaq

11:45 AM – 1:15 PM 90 min

Lunch

1:15 – 2:00 PM 45 min

Making the most of this governance moment

Companies are facing an era of greater regulatory flexibility, market uncertainty, and heightened board responsibility. So how should boards and governance professionals respond? What does this era mean for board composition, culture, information, decision-making, and communication with investors and other stakeholders?

Moderator:

Paul Washington, President and CEO, Society for Corporate Governance

2:00 – 2:15 PM 15 min

Own your career: Enterprise leadership

Professional development series

Speaker:

Michael Eichenwald, Senior Client Partner, Korn Ferry

2:15 – 3:00 PM 45 min

Navigating the new shareholder activism landscape

Shareholder activism continues to evolve, with increasingly sophisticated campaigns, changing investor expectations, and new tactics creating a more complex environment for public companies. Against this backdrop, preparedness increasingly requires more than a traditional defense playbook; it requires a clear understanding of a company’s shareholder base, potential vulnerabilities, investor sentiment, and the governance and strategic issues that could attract scrutiny.

This session will explore how companies can identify and assess vulnerabilities before they become pressure points, recognize changes in ownership and potential activist accumulation, including through derivatives, and strengthen engagement with key shareholders. Panelists will also discuss how legal, governance, investor relations and executive teams can work together to prepare for activism, respond effectively when it emerges, and maintain credibility with investors throughout a campaign.

Moderator:

William P. Fiske, Head of M&A and Contested Situations, Georgeson Advisory

Speakers:

Duncan Herrington, Managing Director, J.P. Morgan

Dan Scorpio, Senior Managing Director, M&A and Activism, FTI Consulting

Leonard Wood, Chair, Shareholder Activism and Takeover Defense, Goodwin

3:00 – 3:30 PM 30 min

Break

3:30 – 3:45 PM 15 min

Own your career: AI-ready leadership

Professional development series

Speaker:

Michael Eichenwald, Senior Client Partner, Korn Ferry

3:45 – 4:30 PM 45 min

Cybersecurity, fraud and identity: Protecting ownership in the digital era

Explore the evolving cybersecurity, fraud and identity challenges facing organizations today, and the strategies being used to protect ownership, strengthen trust and mitigate risk in an increasingly digital world.

Speakers:

Fabio Racine, Chief Tech Security Officer, Computershare

Paul Roden, Global Head of Financial Crime, Computershare

Rachel Cartwright, Assistant Special Agent in charge of White Collar branch in NYC, FBI

4:30 – 5:00 PM 30 min

Day 1 closing remarks and networking drinks

5:00 – 6:00 PM 60 min

Walking tour en route to evening reception

Gather at 5:00 PM, tour begins at 5:15 PM

6:00 PM

Dinner reception: Le Rock

Cocktails from 6:00 – 6:30 PM; Dinner and entertainment from 6:30 – 9:00 PM

8:00 – 9:00 AM 60 min

Breakfast

9:00 – 10:00 AM 60 min

Keynote address: Navigating the next era ownership

Artificial intelligence is accelerating one of the most significant transformations in modern business, reshaping how organizations operate, how decisions are made, and how value is created. At the same time, leaders must navigate rising geopolitical instability, economic volatility, workforce shifts and growing stakeholder expectations in a future that feels increasingly uncertain.

Drawing on his experience helping global organizations anticipate and adapt to disruption, Jonathan Brill will explore how AI is redefining the structure of the modern enterprise and why traditional operating models may struggle to keep pace. Through a practical, evidence-based lens, he will examine the convergence of technological, demographic, economic and geopolitical forces and the implications for leadership teams, boards and governance professionals responsible for long-term resilience and value creation.

Attendees will gain insights into how organizations can adapt to an AI-enabled future, build resilience amid uncertainty, and prepare for the business transformations that will reshape ownership, governance and competitive advantage in the decade ahead. As the pace of change accelerates, Jonathan will challenge conventional assumptions about how organizations are built, how leaders make decisions, and what it will take to thrive in an increasingly unpredictable world.

Speaker:

Jonathan Brill, AI and business transformation architect

10:00 – 10:45 AM 45 min

AI in action: From today’s applications to tomorrow’s possibilities

Explore how Computershare is putting AI to work across issuer services, with a practical look at emerging service and support applications such as AI chatbots, voice bots, and related digital tools. The discussion will connect current use cases to Computershare’s broader approach to responsible AI adoption and its potential to improve efficiency, client experience, and shareholder servicing.

Speakers:

Scott Liddell, Global Head of Channel Engineering, Computershare

Jason Stout, Global Head of Operations, Computershare

10:45 – 11:00 AM 15 min

Break

11:00 AM – 12:15 PM 75 min

Innovation at Computershare: Building the future of ownership

A dive into how Computershare is advancing innovation and digitizing shareholder and issuer experiences at scale, highlighting recent launches and key metrics from innovation efforts to date. The panel will feature new digital experiences and data solutions, including digital payments, transfers, corporate actions dashboards, shareholder intelligence and more – connecting today’s progress to the solutions shaping the future of ownership.

12:15 – 1:00 PM 45 min

M&A in 2026: Managing risk, driving value, and executing with confidence

Mergers and acquisitions remain a powerful lever for growth and transformation, but in today's environment, success depends on more than strategic intent and valuation. This panel explores how M&A execution is changing as transactions become faster, more complex, more data-driven, and more dependent on coordinated execution across advisors, issuers, shareholders, intermediaries, and market infrastructure providers. Join leaders from banking, legal, and corporate strategy as they discuss changing deal dynamics, regulatory and execution risks, the growing role of AI and data, and what it takes to deliver successful outcomes.

Speakers:

Dario de Martino, Partner | Co-Head, US Corporate Technology M&A, White & Case LLP

Laura Bleier, Associate, Covington & Burling LLP

Lyna Sun, Managing Director, Alvarez & Marsal

Marc Daniels, Co-Head of Americas M&A, BofA Securities

1:00 – 2:00 PM 60 min

Lunch

2:00 – 2:15 PM 15 min

Own your career: Career management

Professional development series

Speaker:

Michael Eichenwald, Senior Client Partner, Korn Ferry

2:15 – 3:00 PM 45 min

Unclaimed property: Maintaining ownership in a rapidly changing market

In this session, we will explore the intersection of technology, shareholder ownership, and unclaimed property. The panel will provide insights into emerging trends and New York’s approach to managing the challenges associated with shareholder property.

Speaker:

Kelly Kuracina, Director, Office of Unclaimed Funds from New York

Cindy Nisley, President, Georgeson Securities Corporation

Pamela Wentz, National Practice Lead Unclaimed Property Consulting, Georgeson

3:00 – 3:45 PM 45 min

The next decade of ownership: Fireside chat

Join industry leaders for a forward-looking conversation on the trends, innovations and market forces that are shaping the future of ownership and capital markets.

3:45 – 4:00 PM 15 min

Key takeaways and closing thoughts

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Venue

Lotte New York Palace

The majestic Lotte New York Palace is situated on Madison Avenue, within steps of prestigious business and shopping areas, and just a short walk from Central Park and Broadway's Theater District.

If you need assistance with reservations, please contact us.

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Keynote

A transformative keynote address with Jonathan Brill

As the #1 Ranked Futurist in the World by Forbes, Emeritus Futurist in Residence at Amazon and the world’s leading transformation architect according to Harvard Business Review, Jonathan Brill helps audiences and executives take advantage of the collision of AI, geopolitical, economic and societal trends, to transform their business, mindsets, and turn ideas into action.

AI is changing how organizations think, operate and compete. Brill will introduce practical, science-based frameworks for identifying the signals of change, making better decisions amid complexity and taking action today.

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Connections

Welcome reception

Join us on October 6, the evening before the conference begins, for a welcome reception at the Lotte New York Palace Hotel. The event will take place from 5 pm to 7 pm in the Villard Mansion’s drawing room with its rich, wood-paneled walls and the original library lined with literary works, an inspiring setting to kick off the conference.

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Connections

Evening reception: Le Rock

Located in the landmark Rockefeller Center, Le Rock reimagines the historic Art Deco design for an updated take on a grand brasserie. James Beard Award-winning chefs Lee Hanson and Riad Nasr focus on traditional French cuisine presented in an elegant ambiance with impeccable service for a truly refined dining experience.

Speakers

Ann Bowering 2025

Ann Bowering

CEO, Issuer Services North America, Computershare

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Paul Conn

President, Global Capital Markets, Computershare

Eric-Criscuolo

Eric Criscuolo

Market Strategist, New York Stock Exchange

Bindu-Cudjoe

Bindu Cudjoe

SVP, General Counsel, Canadian Banking, TD Bank Group

Marc Daniels BofA

Marc Daniels

Co-Head of Americas M&A, BofA Securities

Dario De Martino

Dario de Martino

Partner | Co-Head, US Corporate Technology M&A, White & Case LLP

William (Bill) Fiske 2026

William P. Fiske

Head of M&A and Contested Situations, Georgeson Advisory, North America

Stephanie-Harmon

Stephanie Harmon

VP, Corporate Actions, Computershare

Duncan-Herrington

Duncan Herrington

Managing Director, J.P. Morgan

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Mark Kopelman

EVP, Commercial Director, Issuer Services, Computershare

Kelly-Kuracina

Kelly Kuracina

Director, Office of Unclaimed Funds, New York State Comptroller's Office

Dennis-Lee

Dennis Lee

Head of Digital Issuance, NYSE

Scott-Liddell

Scott Liddell

Global Head of Engineering, Computershare Issuer Services

Marco Morsella

Marco Morsella

Head of Issuer Product, Computershare

Cindy Nisley

Cindy Nisley

President, Georgeson Securities Corporation and Unclaimed Property Services

Edwin-OConnor

Edwin O'Connor

Partner, Co-Chair, Capital Markets. Goodwin

Fabio-Racine

Fabio Racine

Global Head of Security Operations, Computershare

Brett-Redfearn

Brett Redfearn

President, Securitize

Paul-Roden

Paul Roden

Global Head of Financial Crime, Computershare

Beth-Sasfai

Beth Sasfai

Partner, Co-Head, Corporate Governance & Securities Regulation, Cooley LLP

Dan-Scorpio

Dan Scorpio

Senior Managing Director, M&A and Activism, FTI Consulting

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Jason Stout

Global Head of Customer Operations, Computershare

Lyna Sun

Lyna Sun

Managing Director, Corporate Transactions Group, Alvarez & Marsal

Paul-Washington

Paul Washington

President and CEO, Society for Corporate Governance

Jane_Wells

Jane Wells

Former CNBC Special Correspondent

Pamela Wentz headshot

Pamela Wentz

National Practice Leader, Unclaimed Property Consulting, Georgeson

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Leonard Wood

Chair, Shareholder Activism and Takeover Defense, Goodwin

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Ted Yu

Associate Director, Specialized Policy and Disclosure Division of Corporation Finance, U.S. Securities and Exchange Commission

Mohamed-Zohiri

Mohamed Zohiri

Legal Counsel and FinTech Adviser, Alberta Securities Commission

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    Who should attend

    Professionals focused on shareholder services, corporate governance, investor relations, and capital markets trends – including corporate secretaries, general counsel, finance and HR leaders, and experts from the regulatory, legal, technology, and academic communities.

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    Where

    Lotte New York Palace

    455 Madison Avenue at 50th Street

    New York, NY 10022

    Get directions
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    When

    October 7 – 8, 2026

    The conference will begin with a welcome cocktail reception on the evening of October 6.