InvestOps

🌱 Making a Difference, One Registration at a Time 🌱    In honour of 𝐖𝐨𝐫𝐥𝐝 𝐒𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐃𝐚𝐲, we would like to share all the changes that InvestOps USA 2025 is implementing to be more eco-friendly! We believe in the power of sustainability and collective action. That's why we're thrilled to announce our exciting initiative with One Tree Planted: for every registration, we're donating $1 on your behalf!    𝗢𝘂𝗿 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗖𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁: • Partner with venues that have a robust sustainability policy.  • Source locally produced food where possible and minimise waste.  • Go paperless where possible  • Use sustainable items e.g. reusable lanyards and badge holders, recyclable signage, reusable decor.  • Eliminate plastic water bottles where possible.  • Collaborate with suppliers local to the venue and use their resources to reduce the volume of materials shipped.    𝟒 𝗧𝗶𝗽𝘀 𝗳𝗼𝗿 𝐀𝐭𝐭𝐞𝐧𝐝𝐢𝐧𝐠 𝐈𝐧𝐯𝐞𝐬𝐭𝐎𝐩𝐬 𝐔𝐒𝐀 𝟐𝟎𝟐𝟓 𝐒𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝘆: • Download the conference app to avoid printing documents.  • Use the recycling stations at the conference. 𝐘𝐨𝐮 𝐜𝐚𝐧 𝐫𝐞𝐭𝐮𝐫𝐧 𝐲𝐨𝐮𝐫 𝐥𝐚𝐧𝐲𝐚𝐫𝐝 𝐚𝐧𝐝 𝐛𝐚𝐝𝐠𝐞 𝐟𝐨𝐫 𝐫𝐞𝐮𝐬𝐞 𝐚𝐧𝐝 𝐫𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠! • Plan meetings before the conference to make the most of your trip.  • Consider planting more trees via 𝐎𝐧𝐞𝐓𝐫𝐞𝐞𝐏𝐥𝐚𝐧𝐭𝐞𝐝.    𝐃𝐨𝐧𝐚𝐭𝐞 𝐡𝐞𝐫𝐞: https://lnkd.in/g6_Zh6c 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐎𝐩𝐬 𝐔𝐒𝐀 𝐡𝐞𝐫𝐞: https://lnkd.in/eTkbSTN9   #middleoffice #backoffice #investops #investmentoperations 

See the event agenda: https://lnkd.in/eufAYJDA Operations teams are faced with the challenge of balancing system consolidation with driving capability upgrades. At InvestOps USA our experts will dive into how you can consolidate current operational processes whilst innovating to create new capabilities and build a cutting-edge ops function, answering various questions, including:    ✔️ 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? Our speakers:  Andrew Onslow | Morgan Stanley Investment Management  Christoph H Kuehne | Northern Trust Asset Management Theresa Messina | Principal Asset Management  Patrick Wolcott | Kennedy Capital Management  Richard Anton | CIBC Mellon Moderator: John Lehner | FundGuard #middleoffice #backoffice #investops #investmentoperations  

𝐒𝐞𝐞 𝐭𝐡𝐞 𝐞𝐯𝐞𝐧𝐭 𝐚𝐠𝐞𝐧𝐝𝐚: https://lnkd.in/eufAYJDA We're delighted to have Tony da Silva, Managing Director, Global Head of Portfolio Services at Morgan Stanley and Allison Tanenbaum, Global Head of Trading Operations at Apollo Global Management, Inc., speak at InvestOps USA 2025!     They will discuss how to leverage the latest advancements in automation technologies to better streamline post-trade processes, boost trade processing speed, and reduce operational risk, answering questions such as: ✔️ How can you demonstrate the application of automation tools and technologies as business value creators to get buy-in to further boost efficiencies and free up teams to focus on higher value tasks?    ✔️ What checks and balances do you have in place to ensure that automated processes adhere to operational risk parameters?   ✔️ What are the limits of automation and how can you design your future state operating model to fully benefit from automated front-to-back, cross asset processing?      #middleoffice #backoffice #investops #investmentoperations 

𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐡𝐞𝐫𝐞: https://lnkd.in/eTkbSTN9 Curious about how you can develop robust operational structures and processes that build resilience in volatile operating environments? Join us at InvestOps USA 2025 to learn more on this topic while our speakers discuss numerous questions, such as:    🟦 What measures do you have in place to stress test risk scenarios that could impact operating processes?  🟦 To what extent are vendors and service providers responsible for ‘operational resilience’, and how can you build collaborative partnerships that jointly contribute towards this objective?  🟦 Are there ways in which you can diversify operational processes/providers to mitigate risk?  🟦 Can you effectively measure the resilience of prospective partners, and how can you build this into the vetting process when selecting new vendors?    𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬: Cinda Whitten | Nuveen, a TIAA company  Llewellyn Smith | Coronation Fund Managers 𝐌𝐨𝐝𝐞𝐫𝐚𝐭𝐨𝐫: Sarah Simmonds | Alpha FMC #middleoffice #backoffice #investops #investmentoperations 

𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐞𝐯𝐞𝐧𝐭: https://lnkd.in/eTkbSTN9 Dial in to this important debate around assessing which tech platforms and tools are best equipped to support your trading strategies, and how you can scale capabilities to further streamline the trade life cycle at InvestOps USA 2025! Our speakers will go over various topics, including:  ✔️ What are the major considerations when evaluating front-to-back trading platforms vs. building more bespoke post-trade capabilities and systems?     ✔️ How can you best manage the migration from legacy platforms to next-generation technologies?     ✔️ What are the various advantages and disadvantages of front-to-back platforms and best-of-breed setups?     ✔️ Can front-to-back platforms truly support a multi-asset trading strategy without any specialist systems servicing more complex asset classes?  𝐅𝐫𝐨𝐧𝐭-𝐭𝐨-𝐁𝐚𝐜𝐤 𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬: Lou Rosato | BlackRock  Kevin Khokhar | T. Rowe Price     𝐁𝐞𝐬𝐭 𝐨𝐟 𝐁𝐫𝐞𝐞𝐝 𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬: Michelle Mueller | Principal Asset Management Laura Jacques, MBA | Fidelity Investments    #middleoffice #backoffice #investops #investmentoperations 

Find out more about the event:  https://lnkd.in/eufAYJDA Check out what some of our Investment Operations experts had to say on InvestOps USA! The event was described as “the number 1 meeting place” by Cinda Whitten from Nuveen, a TIAA company, “networking at its finest!” by Christoph H Kuehne of Northern Trust Asset Management, and as a “must-attend event” by Lou Rosato from BlackRock. #middleoffice #backoffice #investops #investmentoperations

Register for InvestOps USA now:  https://lnkd.in/eTkbSTN9 Join us in Orlando, Florida at InvestOps USA 2025 for a chance to learn from and network with leading buy-side COOs and Heads of Investment Operations. Are you curious about what awaits you at the world’s leading buy-side investment operations conference? Check out the highlights video from last year to get an early glimpse of what's in store!     #middleoffice #backoffice #investops #investmentoperations 

And that's a wrap! What an incredible week it has been here in London, bringing together 500+ attendees. As the world’s leading investment operations conference, InvestOps Europe has allowed its attendees to learn from and connect with the best in the Investment Operations community, gaining practical insights on navigating this evolving industry landscape. Thank you to everyone who was involved! Here’s to another great InvestOps Europe together!   📷: Richard Hadley   #middleoffice #backoffice #investops #investmentoperations

It's been a jam-packed day full of captivating content here at InvestOps Europe 2024! We’ve had some excellent thought-provoking discussions so far, including our guest speaker keynote given by Nuala Walsh, Founder & CEO of MindEquity. Check out her award-winning book where you will hear about the ten PERIMETERS Misjudgement Traps and more: https://lnkd.in/ekMqfjAk 📷: Richard Hadley   #middleoffice #backoffice #investops #investmentoperations

Over the past two days, InvestOps has provided attendees with the chance to learn from and network with top Investment Operations experts. The days were packed with insightful talks and panels, while the evenings featured lively games and cocktails. Take a look at the highlights below for a brief recap and a sneak peek of what's still in store! 📷: Richard Hadley   #middleoffice #backoffice #investops #investmentoperations