InvestOps USA 2025

March 10 - 12, 2025

JW Marriott Grande Lakes, Orlando

Brad Kirk

Vice President, Investment Operations Mackenzie Investments

Buy Side Innovation Day | 10th March

8:50 AM Breakfast Briefing Workshop: Navigating the noise: Effective strategies for achieving operational excellence

Increased regulatory pressures and the drive for greater data governance is increasing operational costs. This leaves the industry with no option but to invest in technology and automation to address the constraints with their legacy and costly infrastructure. There is a new wave of digital transformations moving away from best-of-breed and front-to-back, given the implementation challenges both have faced. Are modular solutions supporting phased and incremental adoption the only way to stay competitive and flexible in the front, middle and back office while preserving data governance? 

Day 2 | 12th March

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

  • 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? 

Check out the incredible speaker line-up to see who will be joining Brad.

Download The Latest Agenda