InvestOps USA returns to Orlando from March 9-11, bringing together over 400 buy-side investment operations leaders at the JW Marriott Grande Lakes.
The conference marks its 10th anniversary, having grown from 100 attendees when it launched in 2013 to over 1,000 attendees from more than 300 companies.
The event features 100 senior buy-side speakers from renowned firms such as Blackrock, Vanguard, Fidelity, Invesco, Franklin Templeton, JP Morgan Asset Management, and Goldman Sachs Asset Management sharing their expertise through talks and panels.
InvestOps features over 40 solution-focused sessions across three days covering operational workflows, alternative investments, AI and machine learning adoption, data transformation, and regulatory compliance.
The conference uses multiple formats including keynote presentations, panel discussions, fireside chats, working discussion groups, and closed-door roundtables.
Sessions address AI and machine learning applications in investment operations, including automating reconciliations, exception handling, and processing unstructured data from alternative investments. Topics cover implementation strategies, pilot programs, and integration with existing infrastructure.
InvestOps includes sessions on data management strategies for processing diverse data sets from traditional and alternative investments. One panel addresses ESG data specifically: how to acquire, store, and deliver ESG data to stakeholders to support investment decisions.
Another session covers legacy technology challenges and introducing new technologies into existing architecture.
Buy-side operations professionals will also address reporting requirements, particularly for alternative investments where data standardization remains a challenge.
Sell Side Ops US Runs Concurrently
Running alongside InvestOps on March 10-11, Sell Side Ops US brings senior operations professionals from investment banks, custodians, and prime brokers to the same venue for executive-level discussions on post-trade operations.
The conference covers building global operating models across jurisdictions and asset classes, meeting client demands for real-time data and transparency, regulatory changes including US Treasury clearing rules and KYC requirements, and creating connected operations that synchronize across multiple systems and counterparties.
Sell Side Ops runs 40+ sessions led by 60+ capital markets operations leaders over two days. Sessions address streamlining operational workflows, data management strategies, embracing AI and ML technologies for automation, and navigating complex regulatory requirements.
The full agenda and registration for both events are available at investops.wbresearch.com and sellsideops.wbresearch.com. Readers can register online with a 10% discount using code IOSSMM.
