STA Annual Conference 2023 | Securities Transfer Association | 24 October 2023 | Ponte Vedra Inn & Club, 200 Ponte Vedra Blvd, Ponte Vedra Beach, FL 32082, USA

It is a highly specialized trade association serving the unique needs of the transfer agent industry. Its represents independent commercial stock transfer agents, corporate transfer agents, bank transfer agents, bond transfer agents, and mutual fund transfer agents in the United States and Canada. Collectively, STA members maintain records of more than 100 million registered shareholders on behalf of more than 15,000 corporate issuers. STA represents its members in dialogue with regulators and industry trade groups, promotes risk management and fraud prevention via STA Medallion Program (STAMP), provides communication and guidance on key industry issues, and facilitates networking and best practices among members.

2023 Speakers

Jon Ciciola
Director , DTCC

Matthew Popan
Director, Product Management, DTCC

Moshe Rothman
Trading & Markets

Eric Garvey
Trading & Markets

Kara Kennedy
Executive Director, ClearTrust

Peter Alvarez
Manager - New Business Solutions Group, Computershare

Bob Goad
BNY Mellon

Mario Passudetti
DSDC

David Becker
General Counsel, Chief Risk and Compliance Officer, EQ

Richard Johnson
Chief Compliance Officer, Computershare

Jon Ichter
Chief Operating Officer/Chief Marketing Officer, TS Partners Inc, TS Partners

Angela Ponte
Vice President Compliance and Risk, Odyssey Transfer

Alexa Concepcion
CA Web Team - Senior Manager, Computershare

Chris Scotto
Executive Director, DTCC

Peter Duggan
Executive Vice President, Computershare

Gautam Gujral
Co-Founder and General Counsel, Vertalo

Billy Miller
Head of Stock Transfer, Securitize

Britney Reddy
Chief Compliance Officer, Brassica Services

Kara Kennedy
Executive Director, ClearTrust

Mark Harmon
Owner, Hodgson Russ

Pierre Tellis
Head of Legal, TSX

Erin Teske
Partner, Hodgson Russ

Bob Zubrycki
Computershare

John Lopinto
Client Success Enablement Executive, Mediant

Pam Wentz
National Practice Leader - Unclaimed Property Consulting, Georgeson

Jennifer Borden
Attorney, Borden Consulting

Melissa McCarthy
Director, Asset Reunification & Escheatment, EQ

Freda Pepper
General Counsel, Unclaimed Property, Sovos

2023 Sponsors

• APA
• BNY Mellon
• Borden
• Computershare
• Continental
• DTCC
• EQ
• Dunn Consulting & Training
• FITCH Group
• Hampton
• Hodgson Russ
• Kelle Drye
• K Stamp
• Refinitiv
• Sovos
• SS&C