InvestOps

𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐞𝐯𝐞𝐧𝐭: https://lnkd.in/eTkbSTN9 We’re delighted to have Justin T. Palmer, senior Managing Director, Head of Business Transformation at Alberta Investment Management Corporation (AIMCo) joining us at InvestOps USA 2025! Don’t miss out as he discusses how you can create adaptive mindsets that enable your teams to react more quickly in times of crisis to gain an edge over competition. #middleoffice #backoffice #investops #investmentoperations   

𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐞𝐯𝐞𝐧𝐭: https://lnkd.in/eTkbSTN9 Join us at InvestOps US 2025 to understand what market conditions are currently defining Buy Side strategy and how are you equipping your Operations function to thrive in an ever-developing capital markets landscape. Our speakers will discuss:  ✅ How are current market conditions impacting buy side firms and how are these new dynamics affecting operations teams?  ✅ How can you position your operations function to play a more influential role in information future buy side strategies?  ✅ How are you ensuring that your operations teams have the requisite skillsets and capabilities to respond quickly to these market changes?  ✅ How can you work with technology partners to ensure their offerings are responding to new market and regulatory dynamics to best support your operational strategies?  𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬: Mariam Osman | BlackRock  Carolyn Sherry | Vanguard  Gabino Roche Jr | Saphyre #middleoffice #backoffice #investops #investmentoperations

𝐈𝐧𝐯𝐞𝐬𝐭𝐎𝐩𝐬 𝐔𝐒𝐀 𝟐𝟎𝟐𝟓 𝐚𝐠𝐞𝐧𝐝𝐚: https://lnkd.in/eufAYJDA Designing the optimal operating model is the core issue at the heart of InvestOps USA 2025. Considerations around new market opportunities and the evergreen need to pursue efficiencies make operating model design a careful balance. Our experts will discuss how you can consolidate current operational processes whilst innovating to create new capabilities and build a cutting-edge ops function.    𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬 𝐈𝐧𝐜𝐥𝐮𝐝𝐞: 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 

We’re excited to share the 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐎𝐩𝐬 𝐔𝐒𝐀 𝟐𝟎𝟐𝟓 𝐛𝐫𝐨𝐜𝐡𝐮𝐫𝐞! Use the link to see the brochure here: https://lnkd.in/eufAYJDA    InvestOps USA is the world’s leading buy side investment operations conference, providing you with the opportunity to connect with leading buy-side COOs and heads of investment operations from leading asset managers, pension funds, asset allocators, hedge funds and other buy-side firms!     Check out the brochure to discover the full schedule, impressive speaker line-up, diverse interactive learning formats, networking opportunities, and exclusive drinks receptions happening during the event.   #middleoffice #backoffice #investops #investmentoperations   

𝐂𝐡𝐞𝐜𝐤 𝐨𝐮𝐭 𝐭𝐡𝐞 𝐞𝐯𝐞𝐧𝐭 𝐚𝐠𝐞𝐧𝐝𝐚: https://lnkd.in/eufAYJDA One of the major challenges facing Ops teams trading alternative asset classes is the complex and opaque data sets associated with these new investment instruments. Join us at InvestOps USA 2025 and learn more on how you can leverage digital technologies to optimize complex manual data processing and achieve greater data standardisation! 𝐎𝐮𝐫 𝐄𝐱𝐩𝐞𝐫𝐭𝐬: Mike Leader | CPP Investments | Investissements RPC Matt Bailey | Knollwood Investment Advisory  Gregory Vilkin | Upper90 #middleoffice #backoffice #investops #investmentoperations 

Day 2 of InvestOps Connect USA was an incredible success, packed with insightful discussions and content! A special highlight of the day? Our Women in Investment Operations Private Breakfast! Topics covered included: - Leveraging Target Operating Models For Organizational Success - Harnessing BI Analytics for Informed Decision-Making and Enhanced Business Performance - Real-World AI Solutions to Transform Investment Operations As we head into the third and final day, let’s carry forward the momentum and continue building on the powerful conversations we’ve started. What’s been your biggest takeaway so far? Share your insights below! 👇 #InvestOpsConnect #Investmentoperations #AIsolutions

What an incredible start to InvestOps Connect USA! To set the day's tone, we started with a C-Level Chat featuring Vince Pasqualicchio & Lauren Manchester. Then, Melissa Green, CPA, Alaka Mishal, Kelly Branco, CPA, and Chris Zingo, took the stage for an insightful panel discussion on constructing a resilient tech stack for enhanced operations. After lunch, Mahesh Narayan, kept the momentum going with his session on leveraging modern financial data platforms for digital transformation. To conclude day one, Avinash Koul, gave a presentation on how innovation in tech is powering private equity’s next wave! Who's ready to kick off on Day 2?! #InvestOpsConnect #privateequity #digitaltransformation

Welcome back to InvestOps Connect USA! 🎉 We’re kicking off with the Opening C-Level Chat: Empowering Decision Makers: Leveraging Data and AI to Improve Business Agility. Featuring Vince Pasqualicchio, Chief Investment Operations Officer, at American Family Insurance. Next up is the Keynote Panel Discussion: Constructing a Resilient Tech Stack for Enhanced Operations. Featuring Melissa Green, CPA, (Liberty Mutual Investments), Alaka Mishal (Northwestern Mutual), and Kelly Branco, CPA (Fulcrum Equity Partners). We’re just getting started - stay tuned for more insights, connections, and strategies to transform investment operations. #InvestOpsConnect #InnovationInFinance #InvestmentOperations

𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐎𝐩𝐬 𝐡𝐞𝐫𝐞: https://lnkd.in/eTkbSTN9 Join Serge Todorovich, Chief Compliance Office & General Counsel at Shenkman Capital Management, Inc., and Evan Fire, COO of Pzena Investment Management at InvestOps USA 2025! They will discuss the regulatory developments set to impact buy side firms, and how you can enhance your regulatory and compliance capabilities to avoid fines and penalties.    #middleoffice #backoffice #investops #investmentoperations 

𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐎𝐩𝐬 𝐡𝐞𝐫𝐞: https://lnkd.in/eTkbSTN9 Through data sharing and leveraging shared platforms and processes, operational teams have the potential to boost business performance. By creating standardized practices and shared objectives across an operational function, teams can help to drive efficiencies that ultimately boost a firms bottom line.    Join this panel discussion to understand best practices for booting cross functional collaboration: ✅ How can you build a roadmap for effective cross-functional collaboration that works for your front-to-back set-up?  ✅ How are closer levels of collaboration enabling your Ops team to drive higher levels of performance and what have been the outcomes of taking a more collaborative approach?   ✅ What tools and platforms can you equip your Ops function with, to break down operational siloes and take a more collaborative approach towards manual tasks?  ✅ How can you implement performance metrics to best measure output and use these insights to create a plan that drives continuous improvement across your operations function? 𝐏𝐚𝐧𝐞𝐥 𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬: Walter Joyce | TIAA  Kim St. Hilaire | Aristotle Investment Services Frank Spizzoucco Jr | PGIM Fixed Income Kah Yang (KY) Chong, CFA | TradeNeXus  #middleoffice #backoffice #investops #investmentoperations