InvestOps USA 2025
March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Buy Side Innovation Day | 10th March
8:30 am - 8:50 am
Conference Registration
BREAKFAST BRIEFING WORKSHOPS
8:50 am - 9:30 am
Breakfast Briefing Workshop hosted by Appian
Sponsored by: Appian
8:50 am - 9:30 am
Breakfast Briefing Workshop hosted by Bloomberg
Sponsored by: Bloomberg
8:50 am - 9:30 am
Breakfast Briefing Workshop hosted by BNP Paribas
Sponsored by: BNP Paribas
8:50 am - 9:30 am
Breakfast Briefing Workshop hosted by Access Fintech
Sponsored by: AccessFintech
9:30 am - 9:35 am
Welcome Address: Rory Pilbrow, Editorial Director, WBR
9:35 am - 9:50 am
Chairperson’s Opening Remarks
Mike Meriton -
Co-Founder,
EDM Council
MAPPING OUT YOUR DATA TRANSFORMATION JOURNEY
9:50 am - 10:10 am
Innovation Keynote: Scaling Data Innovation: How advanced data tools and AI applications are boosting front-to-back operational performance across Vanguard’s cross-asset business and what are the next steps in our data transformation journey?
Mike Reger -
Global Head of Investment Data and Operations,
Vanguard
- How can you evaluate your current data capabilities to determine what stage of your data transformation journey are you at and put practical steps in place to take it to the next level?
- How do you ensure that your data framework continues to develop and provide greater business value once the foundations are in place?
- What AI and analytics capabilities should you introduce into your data framework to drive performance improvements?
- Which data governance processes and procedures should you have in place to ensure that data standards are maintained, and analytical insight doesn’t deteriorate over time?
DRIVING FRONT TO BACK TRANSFORMATION
10:10 am - 10:55 am
Panel Debate: Front-to-back vs Best of Breed Providers: How can you assess which tech platforms and tools are best equipped to support your trading strategies and how can you scale capabilities to further streamline the trade life cycle?
Lou Rosato -
Managing Director,
Blackrock
Kevin Khokhar -
Head of Investment Funding Solutions,
T. Rowe Price
Michelle Mueller -
Associate Director – Enterprise Architecture,
Principal Asset Management
Laura Jacques -
Trade Operations Vice President,
Fidelity Investments
- What are the major considerations when evaluating front to back trading platform vs building more bespoke post trade capabilities and systems?
- How can you best manage the migration from legacy platforms to next generation technologies?
- What are the various advantages and disadvantages of front to back platforms and best of breed set ups?
- Can front to back platforms truly support a multi asset trading strategy without any specialist systems servicing more complex asset classes?
10:55 am - 11:20 am
Innovation Case Study: Title TBC
SCALING NEXT GENERATION AI APPLICATIONS
11:20 am - 12:05 pm
Innovation Panel: Practical AI Use Cases: How can you evaluate the latest generative AI offerings to find practical solutions that boost operational performance and free up your teams to focus on high value tasks?
Ron Robertson -
Managing Director, Global Head of Investment and Distribution Services,
Invesco
Michael Branchick -
IT Project Director,
Driehaus
Matt Moeser -
Founder & CEO,
Continuus Technology
Faisal Qasim -
Director, Investment Operations,
Capital Group
- How are buy side firms currently integrating AI based solutions into their operating models and where is there opportunity for further applications?
- How can you demonstrate the value of AI in driving process optimisation across investment operation functions and its impact on the bottom line to secure backing for further AI adoption?
- What are the potential pitfalls and challenges that you need to consider when implementing new AI based solutions?
- How can you further develop your operating model to fully realise the potential of augmenting manual processes with AI?
Ron Robertson
Managing Director, Global Head of Investment and Distribution ServicesInvesco
ASSESSING THE FUTURE OF POST TRADE AUTOMATION
12:05 pm - 12:40 pm
Innovation Panel: Pushing Automation Boundaries: How can you leverage the latest advancements in automation technologies to better streamline post trade processes, boost trade processing speed and reduce operational risk?
Tony Da Silva -
Managing Director, Global Head of Portfolio Services,
Morgan Stanley Investment Management
Allison Tanenbaum -
Managing Director,
Apollo Global Management
John Joseph -
Head of Sales Engineering, North America,
Xceptor
- How can you demonstrate the application of automation tools and technologies as business value creators to get buy-in to further boost efficiencies and free up teams to focus on higher value tasks?
- What checks and balances do you have in place to ensure that automated processes adhere to operational risk parameters?
- What are the limits of automation and how can you design your future state operating model to fully benefit from automated front-to-back, cross asset processing?
Tony Da Silva
Managing Director, Global Head of Portfolio ServicesMorgan Stanley Investment Management
Networking Lunch taking place on the lawn – Grab a delicious plate of food from the buffet lunch and join your peers for series of roundtable discussions to benchmark strategies relating to the latest technology innovations in investment operations. *Hosted under The Chatham House Rule*
LUNCH & BUY SIDE BENCHMARKING ROUNDTABLES
TRACK A – Data Management
12:40 pm - 2:10 pm Roundtable 1 Ky Dong - Strategic Consultant - Investment & Trade Client Services, Franklin Templeton
TRACK A – Data Management
12:40 pm - 2:10 pm Roundtable 2 Jen Weber - Director Investment Operation, Principal Global Investors
TRACK A – Data Management
12:40 pm - 2:10 pm Roundtable 3TRACK A – Data Management
12:40 pm - 2:10 pm Roundtable 4TRACK B – Workflow Automation
12:40 pm - 2:10 pm Roundtable 1 Jeff Kazen - Head of Operations and Technology, Altrinsic Global Advisors
TRACK B – Workflow Automation
12:40 pm - 2:10 pm Roundtable 2 Jeff Spann - Managing Director, Public Assets Operations, SLC ManagementJeff Spann
Managing Director, Public Assets OperationsSLC Management
TRACK B – Workflow Automation
12:40 pm - 2:10 pm Roundtable 3TRACK B – Workflow Automation
12:40 pm - 2:10 pm Roundtable 4TRACK C – Analytics & AI
12:40 pm - 2:10 pm Roundtable 1 Sohaib Bin Shahid - Executive, Head of Investment Operations & Treasury, GE North America Life & Health
Sohaib Bin Shahid
Executive, Head of Investment Operations & TreasuryGE North America Life & Health
TRACK C – Analytics & AI
12:40 pm - 2:10 pm Roundtable 2 Doreen Bentson - Managing Director Investments Technology, Genworth Financial
TRACK C – Analytics & AI
12:40 pm - 2:10 pm Roundtable 4 Ashish Shah - Director, Investments Management Technology, American Century Investments
Taking Place during lunch, join Innovative Solution providers who will be helping you to navigate Operational challenges during these practical working group sessions.
A full lunch spread will be served during the workshop sessions.
LUNCH WORKSHOPS
12:40 pm - 1:40 pm
Innovation Workshop
12:40 pm - 1:40 pm
Innovation Workshop
Drill Down Technology Roundtables: Evaluate the latest data and technology providers with your peers to understand who is best placed to meet your front-to-back cross-asset investment operations needs.
SPOTLIGHT ON INNOVATIVE TECHNOLOGY
Track A - Data Management
2:10 pm - 4:10 pm Roundtables 1-4 (Room 1)- Blackrock Aladdin
- Curium Data Systems
- Duco
- S&P Global
Sponsored by: BlackRock
Sponsored by: Curium Data Systems
Sponsored by: Duco
Sponsored by: S&P Global
Track A - Data Management
2:10 pm - 4:10 pm Roundtables 5-8 (Room 2)5. Charles River Development
6. Six
7. Clearwater Analytics
8. FINBOURNE
Sponsored by: SIX Financial
Sponsored by: Clearwater Analytics
Sponsored by: Finbourne
Track B - Workflow Automation
2:10 pm - 4:10 pm Roundtables 1-4 (Room 1)- Murex
- Arcesium
- Linedata
- eClerx
Sponsored by: Murex
Sponsored by: Arcesium
Sponsored by: Linedata
Sponsored by: eClerx
Track B - Workflow Automation
2:10 pm - 4:10 pm Roundtables 5-8 (Room 2)5. Brown Brothers Harriman
6. Archer
7. SimCorp
8. S&P Global
Sponsored by: Brown Brothers Harriman
Sponsored by: Archer
Sponsored by: SimCorp
Sponsored by: S&P Global
Track C - Analytics & AI
2:10 pm - 4:10 pm Roundtables 1-4 (Room 1)- Gresham Technologies
- GoldenSource
- Saphyre
- Purefacts
Sponsored by: Gresham Technologies
Sponsored by: GoldenSource
Sponsored by: Saphyre
Sponsored by: PureFacts
Track C - Analytics & AI
2:10 pm - 4:10 pm Roundtables 5-8 (Room 2)5. Cassini Systems
6. Confluence
7. Factset
8. Linedata
Sponsored by: Cassini
Sponsored by: Confluence
Sponsored by: FactSet
Sponsored by: Linedata
4:10 pm - 4:10 pm
End of Buy Side Innovation Day
4:30 pm - 6:00 pm
Drinks Reception - Sponsored by Citi & Fundguard
Sponsored by: Citibank
Sponsored by: FundGuard
