InvestOps USA 2025

March 10 - 12, 2025

JW Marriott Grand Lakes, Orlando

Day 2 | 12th March

8:00 am - 8:45 am Conference Registration and Networking Breakfast

8:45 am - 9:00 am Chairperson’s Opening Remarks

Gavin Little-Gill - Industry Expert, Consultant
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Gavin Little-Gill

Industry Expert
Consultant

PREPARING FOR THE FUTURE MACRO-ECONOMIC ENVIRONMENT   

9:00 am - 9:25 am Opening Keynote Panel: Succeeding Amidst Geo-Political Instability: How can operations leaders best prepare their business to thrive in today’s volatile geo-political and global macro-economic environment?

  • What impact has 2024’s election result had on the capital markets industry and how can Buy Side firms best respond to new market conditions?  
  • What are the Geo-Political considerations business leaders need to bear in mind when it comes to strategizing for 2025 and beyond? 
  • Is the global macro-economic environment showing signs of recovery following the black swan events of Covid, Russia’s Invasion of Ukraine and the Middle East conflict?

BECOMING A DATA-DRIVEN ORGANISATION

9:25 am - 9:55 am Panel: Success factors for becoming a data-driven enterprise: How can you streamline your data sourcing, governance, and analytics to achieve operational excellence and boost your bottom line?

Patty Aenchbacher - Director, Enterprise Data Governance, American Century Investments Evan Fire - Chief Operating Officer, Pzena Investment Management
  • Beyond technical capabilities, what are the processes and mindsets that you need to have in place to become a truly data-driven organisation? 
  • How does data ‘flow’ around your organisation and how can you set up robust processes and structures that ensure data standards are maintained at a high level? 
  • How can you effectively manage the cost pressures of external data sourcing?  
  • Which tools and technologies should you leverage to build a culture that facilities greater data democratisation and boosts data usage across your firm? 
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Patty Aenchbacher

Director, Enterprise Data Governance
American Century Investments

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Evan Fire

Chief Operating Officer
Pzena Investment Management

9:55 am - 10:15 am Keynote: Title TBC

DRIVING CROSS-FUNCTIONAL COLLABORATION

10:15 am - 10:40 am Panel: Breaking Down Operational Siloes: How can you leverage the latest operational tools and platforms to pioneer a culture of cross functional collaboration between teams and boost operational performance through shared objectives and metrics?

Walter Joyce - Head of Investment Services, TIAA Kim St. Hilaire - Managing Director, Operations and Trading, Aristotle Investment Services
  • How can you build a roadmap for effective cross-functional collaboration that works for your front-to-back set-up? 
  • How are closer levels of collaboration enabling your Ops team to drive higher levels of performance and what have been the outcomes of taking a more collaborative approach?  
  • What tools and platforms can you equip your Ops function with, to break down operational siloes and take a more collaborative approach towards manual tasks? 
  • How can you implement performance metrics to best measure output and use these insights to create a plan that drives continuous improvement across your operations function? 
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Walter Joyce

Head of Investment Services
TIAA

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Kim St. Hilaire

Managing Director, Operations and Trading
Aristotle Investment Services

10:40 am - 11:20 am Networking Break

10:40 am - 11:20 am Buy Side Workshop

TIPPER X – GUEST KEYNOTE SPEAKER

11:20 am - 11:55 am Guest Speaker: The Inside Story of TipperX

Tom Hardin - Former Buy Side Trader and FBI Whistleblower , Independent

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. 

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Tom Hardin

Former Buy Side Trader and FBI Whistleblower 
Independent

PIONEERING CROSS-INDUSTRY INNOVATION

11:55 am - 12:25 pm Panel: Driving Cross-Industry Transformation: How can Buy Side firms collaborate more effectively with the Sell Side and Market Infrastructure providers to boost cross industry standards and affect real change across financial markets

Olga Sudvarg - COO Data, Invesco Ltd Aruna Parthiban - SVP, Goldman Sachs
  • What initiatives or industry transformations would benefit the Buy Side which would require participation from the wider capital markets eco-system? 
  • What role do regulatory bodies play in facilitating cross-industry collaboration, and what changes in regulation could further drive transformational progress and standardization across the financial industry? 
  • Leveraging AI, blockchain and the cloud: How can greater adoption of new technologies promote greater cross-industry transformation and what are the key challenges and opportunities? 
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Olga Sudvarg

COO Data
Invesco Ltd

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Aruna Parthiban

SVP
Goldman Sachs

THE FUTURE OF OPERATIONAL TALENT  

12:25 pm - 12:55 pm Panel: Building Talent Pipelines & Programmes: How can you create a talent strategy that ensures retention and team upskilling, whilst also attracting new skillsets into the operations function?

Vince Pasqualicchio - COO Investments, American Family Insurance
  • How can investment operations teams identify and attract new skillsets that are increasingly important in today's digital and data-driven environment, such as expertise in AI, machine learning, and data analytics? 
  • How can you implement effective development programs to ensure continuous upskilling of your investment operations function and drive performance in the face of rising industry demands? 
  • What are examples of successful talent pipeline initiatives that have resulted in both high retention rates and the successful integration of new skillsets, and what key factors contributed to their success? 
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Vince Pasqualicchio

COO Investments
American Family Insurance

FINTECH SHARK TANK

12:55 pm - 1:30 pm FinTech Shark’s Tank: Discovering game-changing tech: Get a sneak peek into the latest and greatest FinTech offerings that can help address your biggest investment operations priorities.

Mark Blakey - Head of Financial Services, TextQL

Join our InvestOps innovators during this exciting Shark Tank style session, where you will hear from four new and disruptive start-up FINTECH firms as they present their offerings in a bid to win first place. Listen up as the ’Shark’s’ review the technologies’ benefits to your business, predict their future success and deliver their verdicts. The ultimate decision is in your hands though, as the audience get to vote for their favourite. Will you find the next big thing?

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Mark Blakey

Head of Financial Services
TextQL

1:30 pm - 2:30 pm Networking Lunch

Kick back on our terrace in the Floridian sun with a cold drink and light bites, to share your event learnings and make final connections with peers in these interactive working groups. 

Open to all event attendees. 


LUNCH WORKING GROUPS    

WORKING GROUP A   

2:30 pm - 3:15 pm Working Group: Developing the hybrid working model:  How can you continue to explore and develop the optimal hybrid working balance to retain talent whilst ensuring operational efficiency?
Jim Seng - Director Investment Operations, Longview Asset Management

Jim Seng

Director Investment Operations
Longview Asset Management

WORKING GROUP B

2:30 pm - 3:15 pm Working Group: Building strong DE&I foundations: How can you embrace Diversity, Equity and Inclusion strategies to drive improved performance and support broader company initiatives?

WORKING GROUP C

2:30 pm - 3:15 pm Working Group: Active ETFs: What are the Operational challenges faced when considering launching an active ETF strategy?
Jared Tramutola - COO, Harding Loevner
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Jared Tramutola

COO
Harding Loevner

WORKING GROUP D

2:30 pm - 3:15 pm Working Group: Supporting robust ESG investment strategies: How can you develop enhanced data and reporting capabilities to respond to greater client demands for ESG funds and avoid ‘greenwashing’?
Matt Greenspan - Principal, Business Intelligence, Brown Advisory
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Matt Greenspan

Principal, Business Intelligence
Brown Advisory

WORKING GROUP E

2:30 pm - 3:15 pm Working Group: Creating a Global Operating Model: How can you scale operational capabilities and processes to develop a model that services global markets and benefits from operational scale?

WORKING GROUP F

2:30 pm - 3:15 pm Working Group: Digital Assets and Blockchain Working Group: What is the latest progress being made in digital assets and blockchain technologies and how can you look to develop internal capabilities to capitalise on these opportunities?

3:15 pm - 3:15 pm Conference Close