Jameson Greenfield

Jameson Greenfield

Chief Financial Officer, Operations Liaison State of Wisconsin Investment Board

Redesigning The Modern Operating Model

4:10 PM Keynote Fireside Chat: Unifying Public And Private Assets Without Compromising Control Or Efficiency

As firms increasingly blend public and private assets within unified investment strategies, the traditional separation of operating models is becoming unsustainable. However, the fundamental differences in liquidity, data structures, valuation, and lifecycle management create significant challenges to true integration. This keynote explores whether a single, scalable operating model is achievable in practice, and how leading firms are redesigning architecture, workflows, and governance to support convergence without compromising control or efficiency. 

  • Recognizing where public and private market workflows can be standardized—and where bespoke processes must remain
  • Incorporating data across asset classes to enable consistent reporting, performance measurement, and risk oversight
  • Designing scalable hybrid operating models that accommodate both liquid and illiquid investment strategies
  • Delivering unified client and investor reporting across multi-asset portfolios without increasing operational complexity
  • Balancing flexibility and control when aligning front-office innovation with back-office operational capabilities 

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

Download The Latest Agenda