Core Features

Private Member Portal

A secure, members-only digital platform hosted by the BDA where:

  • On-demand content, presentations, and research are housed.
  • Discussion boards and live roundtables allow real-time sharing and debate.
  • Access is exclusive to BDA members and invited contributors.

Quarterly Webinars (or as needed)

Structured sessions featuring:

  • Technology spotlights on tools affecting trading, banking, sales, and back-office functions.
  • Blockchain, tokenization, and digital asset infrastructure updates.
  • Guest presentations by technologists, consultants, regulators, and peer firms.
  • Features BDA member roundtable discussion / intelligence sharing / collaborative opportunities.

Working Groups

Focused working groups for:

  • Front Office Tools
  • Banking Technology
  • Sales / Trading Enablement
  • Clearing and Settlement Innovation

Institute Newsletter

  • Weekly newsletter highlighting developments, trends and more specific to technology and the U.S. bond markets.

Research Reports

Produced in collaboration with leading fintech thought partners:

  • Brief, actionable papers summarizing current trends, vendor overviews, regulatory considerations.

Annual Technology Roundtable – fall 2026

An exclusive, off-the-record gathering each fall in Washington, D.C. with:

  • CTOs, COOs, and heads of trading from BDA member firms.
  • Structured panels and freeform discussion.
  • Policy discussions with SEC, FINRA, MSRB guests.

Participation and Access

An exclusive, off-the-record gathering each fall in Washington, D.C. with:

  • BDA Members: Full access to all ITI activities.
  • Special Invited Guests: Selected technologists, regulators, and partner vendors.
  • Sponsorship: Limited and per approval from ITI Advisory Board. Details on sponsorship below.

Tangible Benefits to Member Firms

  • Real-time access to evolving best practices and vendor intelligence.
  • Cross-firm collaboration on innovative technologies.
  • Direct policy feedback loop.
  • Professional development on fintech and market structure.