InvestOps USA 2026

March 9 - 11, 2026

JW Marriott Grande Lakes, Orlando

Michael Beattie

Michael Beattie

Global Head of Product Strategy Linedata

Michael serves as Global Head of Product Strategy for Linedata Asset Management, leading global teams in creating the vision of a modern software and technology platform and shaping its future. He has focused his 25-year career on financial services technology and the role it plays in determining market structure.

Previously, Michael served as the Head of Product Strategy at Charles River Development, responsible for product strategy & global partnerships. There he played a lead role in shaping long term vision in global trading, front office technology, and expansion into new market segments. He also held numerous roles at Fidelity Investments, most recently as the Head of Product Management for Fidelity Stock Plan Services. Michael earned an MBA from Babson F. W. Olin Graduate School of Business and a BS in Economics, Finance, and, Econometrics from Boston College.

Main Day 1 | March 10th

9:45 AM Panel: Creating Operational Alpha: How can you best respond to the industry demand for more personalised portfolios and client services whilst maintaining a highly structured and standardised Operational infrastructure?

  • How do you balance bespoke client requirements with scalable, standardised processes?
  • What role can technology play in enabling mass customisation without adding operational risk?
  • How do you set service tiers or client segmentation strategies to manage complexity?
  • Which operational changes deliver the greatest impact in meeting personalisation demands?

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

Download The Latest Agenda