InvestOps USA 2026
March 9 - 11, 2026
JW Marriott Grande Lakes, Orlando
Main Day 1 | March 10th
12:25 PM Panel: Operationalising SMA and Retail Platforms: How can Ops develop the bespoke capabilities and service that will support growth in separately managed accounts and high net worth investing?
- How can operations deliver the customization demanded by SMA and HNW clients?
- What infrastructure is required to handle scale while maintaining bespoke service levels?
- How do firms balance efficiency with personalization in SMA platforms?
Check out the incredible speaker line-up to see who will be joining Jared.
Download The Latest Agenda