Charles DeLuca

Head of Strategic Engagements, Americas Bloomberg

Charles DeLuca is a Buy-Side Solutions Business Development Manager at Bloomberg LP with more than 18 years of experience partnering with buy-side institutions to modernize their investment technology model. He and his team lead consultative engagements focused on aligning investment objectives with scalable solutions across portfolio and risk management, order and execution management, and research management. Charles works closely with clients to drive complex modernization and integration initiatives that improve operational efficiency, strengthen performance, and support innovation across the full investment lifecycle.

Buy Side Innovation Day | March 9th

8:50 AM Breakfast Briefing Workshop 2: Optimizing the Operating Model with Automation

As asset owners and managers constantly focus on scale, legacy processes can be a barrier to speed and control. This session explores how automation improves operational workflows to gain more efficiency across the entire investment lifecycle and how AI is beginning to be applied within the investment process.

Discussion Themes include:

Reconciliation

Including automation to help streamline and organize reconciliation workflows

Research Based Portfolio Management

Using research management capabilities to helps drive portfolio manager, compliance, and trading activity
Incorporating AI into the day to day life of Portfolio Manager.

Low Touch Execution & Life Cycle Management

Reducing human intervention for high volume, liquid, and routine orders.
Automatically handling life cycle events for activities that were once manual.

Operations Automation

Automated downstream communication to CTM, SWIFT, and third-party systems.

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

Download The Latest Agenda