InvestOps USA 2025

March 10 - 12, 2025

JW Marriott Grande Lakes, Orlando

Naveen TV

EVP, Head of Product AccessFintech

Naveen joined AccessFintech in July 2024 as EVP Head of Product, he brings with him over 20 years of expertise in the financial industry, having held significant roles at Goldman Sachs and J.P. Morgan. His diverse experience spans client onboarding, middle office operations, client relationship management, and product development across equities, fixed income, prime brokerage, and securities services. Recently, Naveen served as the Global Head of Data Strategy and AI for J.P. Morgan Securities Services. Under his leadership, he forged strategic partnerships and strengthened client relationships. Naveen was instrumental in implementing cutting-edge front-to-back operating models, enhancing data sharing, and boosting operational efficiency for clients and Securities Services.

Buy Side Innovation Day | 10th March

8:50 AM Breakfast Briefing Workshop: AI: Unlocking new levels of efficiency

  • The Evolution of AI for Hedgefunds and Investment Managers  
  • Automating the Future: AI-Driven Workflow 
  • Smarter Decisions: Harnessing AI for Predictive Insights 

11:50 AM Innovation Panel: Practical AI Use Cases: How can you evaluate the latest generative AI offerings to find practical solutions that boost operational performance and free up your teams to focus on high value tasks?

  • How are buy side firms currently integrating AI based solutions into their operating models and where is there opportunity for further applications? 
  • How can you demonstrate the value of AI in driving process optimisation across investment operation functions and its impact on the bottom line to secure backing for further AI adoption?   
  • What are the potential pitfalls and challenges that you need to consider when implementing new AI based solutions?  
  • How can you further develop your operating model to fully realise the potential of augmenting manual processes with AI? 

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

Download The Latest Agenda