InvestOps USA 2019

March 05 - 07, 2019

Innisbrook Resort and Golf Club, Palm Harbor, FL

(+44) 207.368.9576

Tom Phipps


Principal – Practice Lead, Operational Strategy
Cutter Associates


9:00 AM In Conversation With The Buy Side: What strategic approaches can you adopt to best balance regulatory compliance, business growth and technological innovation projects to build a winning investment operations division?

Ø  How can you review enterprise processes for cross-border compliance with minimal disruption to your current operations?
Ø  What steps should you take now to identify which innovative technology solutions you should be investing in now to meet your regulatory mandates?
Ø  How can you establish which legacy systems need to be replaced to thrive in the modern-day investment operations landscape and how can this be done to minimize disruption to your day-to-day workflow?
Ø  Promoting business growth – how technological innovation and regulatory compliance from investment operations can position you in front of the competition

3:20 PM Crystal Ball Panel: Investment Operations in 2029- Predicting what the future holds for investment operations and the industry as a whole

Ø  How are big data, machine learning and AI reshaping investment management?
Ø Defining disruption- How will the buy side have to evolve their thinking from traditional operational approaches and overcomes the challenges in machine learning to reap the rewards it offers?
Ø  How and why to take advantage of the innovative, lower cost and highly scalable solutions offered by newer and more entrepreneurial suppliers
Ø The view in 2029- How will the investment operations landscape differ 10 years from now and how will your job functions change? 


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

Download The Latest Agenda