InvestOps USA 2025

March 10 - 12, 2025

JW Marriott Grande Lakes, Orlando

Richard Anton

Chief Client Officer CIBC Mellon

Day 1 | 11th March

9:15 AM Panel: Operating model Consolidation and Capability Upgrades: Balancing system consolidation with capability upgrades: How can you consolidate current operational processes whilst innovating to create new capabilities and build a cutting-edge ops function?

  • How can you identify the processes and systems fit for consolidation as part of your future operations strategy? 
  • To what extent are buy side firms transitioning away from legacy systems and consolidating processes and data sources onto shared cloud-based infrastructure? 
  • How can you manage the integration of new technologies and capabilities into your operating model to expand and enhance your client offering, whilst maintaining the consolidated operating model approach? 
  • What are the Operational capabilities that teams should be looking to develop to build towards the future state operating model?

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

Download The Latest Agenda