InvestOps USA 2020

March 17 - 19, 2020

Tampa Marriott Water Street

David Easthope, Head of Capital Markets at Celent Group
Celent Group Logo

David Easthope

Head of Capital Markets
Celent Group

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

Download The Latest Agenda

InvestOps DAY ONE - 18 MARCH 2020

Wednesday, March 18th, 2020

11:30 AM All Star Panel: Strike a balance - How to modernize investment operations through people, processes and technology to increase efficiency?

  • What roles are being hit by digitalization and efficiency demands and which areas are seeing growth with new talent?
  • What approaches are firms taking now to keep up with the evolving role of the operations division?
  • What does the ideal digitalized investment operations division look like and how can this be achieved?
  • Assessing the remaining manual functions – What should you be looking to automate next to reduce the human touch and bring scalability and speed to your division?
  • How technology is changing the nature of functions within operations - What skills should you now be looking for when hiring for the future?

InvestOps DAY TWO - 19 MARCH 2020

Thursday, March 19th, 2020

9:00 AM Keynote Fireside Chat- Moving from outsourcing to ‘rightsourcing’: How can you best strike the balance between using 3rd party providers and keeping technology in-house?

  • What areas of investment operations are buy side leaders now outsourcing to 3rd party providers to reap the efficiency and cost benefits this offers?
  • How can you best establish the middle ground between outsourcing and keeping technology in-house?
  • How to measure ROI of your strategy VS In-house and what the metrics used?
  • Strategic ways to outsource- How can you asses when and how to do it to ensure your firm can increase operational efficiency?
  • What kind of technology strategy have you implemented to achieve cost and operational efficiencies in you ‘right-sourcing’ strategy?
  • How can you align your outsourcing strategy for multi-asset investment operations?

9:20 AM All Star Panel: How can you assess if the efficiencies gained from outsourcing outweigh the risks of losing control?

  • The pros and cons of electing a third party – How to bridge the communication barrier and increase transparency?
  • Pre-outsourcing assessment - How can you establish if your organisation is ready to embrace new operating model that will result from the outsourcing? 
  • How to assess the efficiencies gained from outsourcing and if they outweigh the risks of losing control
  • How can you ensure you are managing regulatory requirements efficiently and cost-effectively in an outsourced world?

10:00 AM Innovation Fireside Chat: Cyber risk in the digital era- Risk management - How to tackle the challenge of fraud in operations?

  • How to devise a holistic approach to tackle fraud and cybersecurity threats for the investment operations team?
  • How can technology bridge this gap between threat and security in a digital transformative era
  • Leading from the front- How can you manage fraud through operations and why is it vital to have a top down approach?