InvestOps USA 2026

March 9 - 11, 2026

JW Marriott Grande Lakes, Orlando

Phin Smith

Phin Smith

Director, Head of Consulting Saragossa
Phin Smith
As Head of Consult at Saragossa, Phin advises Investment Managers and portfolio companies on technology enabled change. He specialises in data strategy, operating model design, and complex transformation delivery across investment, operations, risk, finance, and technology functions. Phin works with CIOs, COOs, and Operating Partners to move organisations from strategy to execution, building focused teams of subject matter experts to deliver at pace, without the drag of traditional consulting models. His work spans data platforms, governance, Artificial Intelligence, and large scale change programs, with a consistent focus on measurable outcomes and embedded delivery capability.

Buy Side Innovation Day | March 9th

10:25 AM Oxford Style Debate: AI vs The Human Touch: The future of Investment Operations will primarily be automated, driven by AI processes – Agree or Disagree?

  • Where will AI have the biggest impact across the investment operations lifecycle?
  • What barriers are preventing AI from scaling beyond pilots?
  • How do you balance automation with the need for human oversight and judgment?
  • Which AI use cases are delivering measurable ROI today?

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

Download The Latest Agenda