InvestOps USA 2025
March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Buy Side Innovation Day - Monday, March 27th
Buy Side Only – Open to a maximum of 80 buy side attendees
10:00 am - 10:45 am
Conference Registration
10:45 am - 10:50 am
Welcome Address: Rory Pilbrow, Editorial Director, WBR
10:50 am - 11:10 am
Chairperson’s Opening Remarks: Mike Meriton, Co-Founder & COO, EDM Council
Mike Meriton -
Co-Founder & COO,
EDM Council
DRIVING OPERATIONAL EXCELLENCE
11:10 am - 11:40 am
COO Keynote Interview: Defining Data investment priorities: Where are you currently prioritizing your data and tech innovation investments to further transform your front to back, cross-asset operations?
Victor Dituro -
CDO, Investment & Analytics Data,
JP Morgan Asset Management
Olga Sudvarg -
COO Data,
Invesco Ltd
Jake Walker -
COO - Client and Product Solutions,
Apollo Global Management
Mike Koegler -
Managing Principal & Co-Founder,
Market Alpha Advisors
- What are the key technology trends that COOs need to keep abreast of to operate at the cutting edge of the asset management industry?
- How should individual firms assess internal transformation priorities to create a connected and optimized technology infrastructure?
- How have enhanced data capabilities transformed post trade processes in the recent past and how do you predict these trends will develop over the next few years?
BUILDING A DATA DRIVEN OPERATING MODEL
11:40 am - 12:15 pm
Keynote Panel: Transforming operational processes and capabilities: How can you build a robust and agile data infrastructure to drive global front to back process optimization and deliver greater business value?
Dennis Mackey -
Managing Director, Head of Data & Process Solutions,
State Street Global Advisors
Tim Kelly -
Director of Operations,
Driehaus Capital Management
Aaron Gurley -
Director of Software Engineering,
American Century Investments
Bob Moitoso -
Head of Asset Management,
Linedata
Mike Meriton -
Co-Founder & COO,
EDM Council
- How can you integrate shared platforms to better connect cross-functional data sources and boost performance with greater data democratization?
- How can you seamlessly migrate data sets from legacy systems into cloud platforms whilst maintaining business as usual?
- How can you collaborate with company stakeholders to best match business requirements with the latest technological capabilities and select vendor platforms that deliver true value-add?
- How to lever efficiencies across the organization in the use of data/market data?
- How can you leverage advanced analytics within your data infrastructure to optimize decision making and drive business value?
Dennis Mackey
Managing Director, Head of Data & Process SolutionsState Street Global Advisors
BUY SIDE BENCHMARKING ROUNDTABLES
What are your criteria for evaluating data & analytics providers – come prepared to share your wish list
Taking place under Chatham House Rule, join an interactive round table with your investment operations buy side peers to brainstorm solutions collaboratively and openly to your most pressing challenges.
TRACK A – Data & Analytics Innovation
12:15 pm - 1:00 pm Olga Sudvarg - COO Data, Invesco Ltd Jake Walker - COO - Client and Product Solutions, Apollo Global Management Audrey Blater - Senior Analyst, Coalition Greenwich Mike Meriton - Co-Founder & COO, EDM CouncilRoundtable 1, hosted by: Mike Meriton, Co-Founder & COO, EDM Council
Roundtable 2, hosted by: Olga Sudvarg, COO, Data, Invesco
Roundtable 3, hosted by: Marc Wright, Head of Data Strategy, Russell Investment
Roundtable 4, hosted by: Jake Walker, COO – Client & Product Solutions, Apollo Management
What are your criteria for evaluating process automation & workflow tech providers – come prepared to share your wish list
Taking place under Chatham House Rule, join an interactive round table with your investment operations buy side peers to brainstorm solutions collaboratively and openly to your most pressing challenges.
TRACK B – Process Automation & Workflow Tech
12:15 pm - 1:00 pm Cinda Whitten - Global Head of Investment Operations, Nuveen, a TIAA company Mike Koegler - Managing Principal & Co-Founder, Market Alpha Advisors Chris Kuehne - SVP Head of Investment Operations, Northern Trust Asset Management Grace Kang - Head of Investment Operations, Boston Partners Global InvestorsRoundtable 1, hosted by: Cinda Whitten, Global Head of Investment Operations, Nuveen
Roundtable 2, hosted by: Michael Koegler, Managing Principal and Founder, Market Alpha Advisors
Roundtable 3, hosted by:
Roundtable 4, hosted by:
1:00 pm - 2:00 pm
Networking Lunch
Drill Down Technology Roundtables: Evaluate the latest data and technology providers with your peers to understand who is best placed to meet your front-back cross-asset investment operations needs
Break into groups of 10 buy side and sit with each provider on roundtables to engage in an open Q&A discussion with your peers- *Each roundtable lasts 15 minutes
SPOTLIGHT ON INNOVATIVE TECHNOLOGY
TRACK A – Data & Analytics Innovation
2:00 pm - 4:00 pmRoundtable 1: Curium Data Systems
Roundtable 2: SimCorp
Roundtable 3: Clearwater Analytics
Roundtable 4: Duco
Sponsored by: Curium Data Systems
Sponsored by: Clearwater Analytics
Sponsored by: SimCorp
Sponsored by: Duco
TRACK B – Process Automation & Workflow Tech
2:00 pm - 4:00 pmRoundtable 1: Saphyre
Roundtable 2: Linedata
Roundtable 3: Archer
Roundtable 4: S&P Global
Sponsored by: Saphyre
Sponsored by: S&P Global Market Intelligence
Sponsored by: Archer
Sponsored by: Linedata
4:00 pm - 4:00 pm
End of Buy Side Innovation Day
4:00 pm - 5:00 pm
Welcome Drinks Reception
Fundguard & Citi Inivte you to:
Join your Buy-Side peers for the exclusive Florida Smooth Drinks Reception... Soaking up the last evening rays of Florida Sun, make your way to the Citrus Gardens and be greeted with cocktails, canapés and the smoothest live jazz. The perfect way to unwind, relax and continue informal conversations in a beautiful outdoor setting.
Sponsored by: FundGuard
Sponsored by: Citibank
