March 10 - 12, 2025
JW Marriott Grand Lakes, Orlando
The investment operations landscape continues to transform at breakneck speed. Seismic industry shifts including the transition to T+1 and evolving global regulations require buy side firms to constantly review and adapt their post-trade tech, processes and skill sets to succeed.
This, combined with greater margin pressures, increased client expectations and data proliferation mean buy side firms must dramatically streamline front-to-back workflows and upgrade their system capabilities to deliver tangible business value.
Find out how to best navigate evolving market conditions by joining the world’s largest investment operations conference.
Benchmark with the most influential COOs and Heads of Investment Operations from leading buy side firms and gain practical insights on:
COO of Global Investment Operations
Blackrock
Managing Director, Global Head of Operations
JP Morgan Asset Management
Managing Director, Global Head of Operations
Invesco
SVP Global Head of Investment Operations
Northern Trust Asset Management
Global Head of Investment Management Operations
Morgan Stanley Investment Management
Global Head of Investment Operations
Nuveen a TIAA Company
Managing Director, Investment Operations
BlackRock
Trade Operations Vice President
Fidelity Investments
Global Head of Investment Data and Operations
Vanguard
Global Head, Investment Operations & Enterprise Risk
Apollo Global Management
“A must attend event for the Buy-Side, Providers, Brokers and Utilities to drive Industry engagement and strategy”
Lou Rosato
"Truly the number 1 meeting place for Buy Side Operations Professionals. No other event brings together such an influential group of Buy Side peers for strategic conversations around the future of the Ops industry!"
Cinda Whitten
"Interactive peer-to-peer learning and networking at its finest! This event has the right mix of senior audiences and interactive formats to help us find solutions to our most current market challenges."
Chris KuehneMarch 12th | 11:20am
Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. Join Tom’s keynote talk to get the insights into how he helped the FBI bring down some of its biggest targets in the industry.
Tom Hardin Former Buy Side Trader and FBI Whistleblower
Where you really find out what the leading Buy Side firms are doing to transform investment operations people, processes and tech strategies for today and tomorrow.
Join All Star Panel discussions and engage in intimate Working Groups with the leading minds from the Investment Operations Industry. We have a wide range of sessions enabling you to deep dive into conversation with buy side peers.
An agenda based on 50+ research interviews with Buy Side Investment Operations leaders to ensure every challenge and opportunity you face is addressed.
Network and debate with all the great minds in the audience through a variety of closed door and working group sessions. Join your peers for intimate discussion in order to get to the heart of your most pressing Operational priorities and challenges. With all the major buy side, Invesment Operations leaders in the same place at the same time- can you afford not to be there?
Connecting You With More Operations Leaders From Top Buy Side Firms Than Anyone Else
"An excellent opportunity to meet with peers, service providers and the entire investment operations ecosystem under one roof. Great access to a large and valuable network"
Fausto Ortega
“Again proved to be a great opportunity to engage with clients and industry partners to really understand problem statements, areas of concern, as well as areas for growth and collaboration across our buy side clients."
Adam Watson
"Incredibly valuable to have both buy and sell side come together to discuss industry trends, issues and solutions."
Tara TaylorCheck what your peers said, access your copy now!
Attendees
From The Entire Investment Operations community
Buy-Side
Senior Operations Leaders
Buy-Side Speakers
Sharing Their Practical Insights
Hours of Networking
Network and debate with all the great minds in the audience through a variety of closed door and working group sessions. Join your peers for intimate discussion in order to get to the heart of your most pressing Operational priorities and challenges. With all the major buy side, Invesment Operations leaders in the same place at the same time- can you afford not to be there?
4040 Central Florida Parkway Orlando
Florida 32837 USA
Website | +1 (407) 206-2300