Transform and Streamline Your Investment Operations
Leading Buy Side Firms.
Exclusive Content.
Invite Only.
InvestOps Connect USA 2024
November 20 - 22, 2024
Hilton West Palm Beach, FL
Drive Business Value. Reduce Risk. Embrace Effective Technologies.
Transform Your Investment Operations With the Power of InvestOps Connect
Investment Operations is moving to a digital and client-centric era. Responding to the ever-developing trend for digital transformation, Investment Operations leaders are embracing new tools and technologies enabling them to transform and become more efficient, cost effective and to support a broader product portfolio.
Meet your transformation needs at InvestOps Connect. Join 70 Buy Side Investment Operations trailblazers for true peer to peer interaction, with focused discussions on streamlining workflow, unifying data sets and overhauling legacy systems to drive performance and reduce costs.
Technology, data, and outsourcing will enable Investment Operations teams to take advantage of a new service-focused, client-centric operating model. With strategic, critical conversations, interactive networking and hand-picked solutions focused on your top priorities, you leave with detailed tactics to transform post trade processes, create digital efficiencies, maximize your data performance, and support your broader portfolio. Discover what the leading Buy Side firms are doing to transform investment operations for today and tomorrow.
2023 Speakers Included:
Russell Newman
Chief Operating Officer
Great Lakes Advisors
David Ouellet
SVP and Chief Technology, Data and Operations Officer
PSP Investments
Vince Pasqualicchio
Chief Investment Operations Officer
American Family Insurance
Aruna Parthiban
SVP Operations
Goldman Sachs
Peter Russell
Managing Director, Operations, Administration & Monitoring
PSP Investments
Kimberly Elmer
AVP Investment Operations & Project Management
Fort Washington Investments
Jonathan McGee
Global Head of Investment Analytics & Delivery
Manulife
Grace Kang
Head of Investment Operations
Boston Partners Global Investors
All The Major Players In One Place
Join Buy Side Operational Leaders From North America’s Leading Asset Managers, Hedge Funds and Pension Funds
Highest Caliber Of Content. Created Just For You.
Here is a snapshot of the topics covered at this year’s event.
Seeing The Future: Understanding How Macroeconomic Factors Can Impact Your Operations Function
Keeping Up With The Rate Of Change: Increasing Client Loyalty Through Digitalization
Refining Operating Margins By Outsourcing
Maximizing Productivity And Profit Using Improved Data Management
Accelerating To T + 1: Mapping Your Journey
Alternative Solutions For Alternative Investments: The Impact Of AI And Machine Learning
The Connect Experience
You’re part of a high-level invitation-only forum
You’ll participate in a curated event experience with focused, inspirational content delivered by the most influential buy side COOs and Investment Operations leaders. In addition, enjoy world-class accommodations with a two-night hotel stay, and all refreshment breaks and receptions are completely complimentary. Join a select community of operational leaders.
Pre-Scheduled 1:1 Meetings
See someone on our attendee list you want to meet? Mutually matched and pre-scheduled 1:1 meetings with your prospects and peers make it easy to further business. This tailored format helps you to identify long lasting, strategic partners. No more fruitless conversation or tradeshows.
Transformative Content
Hear customized content that fosters powerful conversations with your peers, delivered by the most influential minds in the industry. Engage in in-depth discussions focused on your biggest pain points, benchmark and leave with innovative strategies.
Meet Exceptional People
Meet and build relationships with only the most senior-level executives in an intimate and interactive environment designed to foster deep connections. Participate in multiple ways to build relationships throughout this bespoke program – roundtables, townhalls, interactive workshops, themed receptions, welcome parties and much more.
Speak Freely and Openly
Openly discuss your biggest priorities and challenges with peers in an exclusive, private forum.
What Your Community Is Saying
Cutting-Edge Leaders
“No other event brings together so many buy side alongside major market participants from the full value chain to overcome major operational challenges."
Jim Kearney
Global Head of Investment Operations
Vanguard
Amazing Networking
“This environment made space for thoughtful and provocative conversations that would not have happened anywhere else.”
Matthew Kelly
SVP, Global Head of Digitization and Automation
Northern Trust Asset Management
Very Awesome!
“The Breadth of topics covered and the quality of information exchanged on how to solve specific challenges for transforming middle & back office operations was fantastic”
April Wilcox
Director of Investment Services
CalSTRS
Become an InvestOps Connect Sponsor
Get face-to-face with exactly who you want to meet. All of our attendees are profiled and genuinely interested in learning more about solutions like yours. Find out more about how you can get involved by contacting me below.
Leave as Part of our InvestOps Community
Get Inspired In The Heart Of West Palm Beach
Hilton West Palm Beach
November 20 - 22, 2024 | (561) 231-6000