InvestOps 2023


Your only chance to learn from, network and strategise with, leading buy side COOs and Heads of Investment Operations.

Similar Events

You May Like

27-28 March 2023
Build Better Data Driven Systems for Project Estimation & Forecasting
29-29 March 2023
Women: Wired to Invest
04-04 April 2023
QA Financial Forum Chicago 2023
04-04 April 2023
Massachusetts RIA Summit
16-19 April 2023
Smarter Faster Payments 2023: Las Vegas
19-19 April 2023
New York LP Summit
19-20 April 2023
CoMotion Miami 2023
24-26 April 2023
CFO Leadership Summit US In Person
24-26 April 2023
Procurement Summit US In Person
25-26 April 2023
Fima US 2023


Worldwide Business Research (WBR)


We run over 120 industry-leading, annual conferences worldwide, along with a full complement of content marketing services, and intimate networking events - all aimed at educating, supporting, and connecting the leadership of the world's core ind

27 - 29 Mar 2023

Speakers and Delegates
Industry Experts and Thought Leaders

Director – Investment Operations, Global Business Strategy and Relationship Management
Sr. Managing Director - Head of Global Investment Operations
Managing Director, Global Head of Operations, JP Morgan Asset Management
Managing Director
Managing Director, Head of Business Process Management, Reference Data and Data Governance
Head Of Investment Operations, SVP
Vice President, Global Middle Office
Head of Investment Services
SVP, Digital & Automation
Managing Director
Managing Director
Managing Director, Head of Operations, Global Leadership Team

Sponsors and Exhibitors
Brand, Media and Promotional Partners


Luxoft, a DXC Technology Company (NYSE: DXC), is a digital strategy and software engineering firm providing bespoke technology solutions that drive business change for customers the world over.

J.P. Morgan

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available.


Arcesium is a global financial technology and professional services firm, delivering post-investment and enterprise data management solutions to some of the world's most sophisticated financial institutions, including hedge funds, banks, institutiona


Archer is a technology-enabled service provider that delivers outsourced operations to help investment managers grow through product innovation and cost management.


Implemented in many of the world's largest organisations, our range of deployments vary from high volume data migrations, elimination of manual processes and spreadsheets, regulatory reporting, reduction in fast close processes, to mitigation of oper


BestX® is a Technology Company, with a simple fee based model, creating state of the art software to provide real-time, interactive analytics enabling clients to define, achieve and demonstrate Best Execution.


Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their b

Gresham Tech

Gresham Technologies is a leading software and services company that specialises in providing real-time data integrity and control solutions. Listed on the main market of the London Stock Exchange (GHT.


About SMART INVESTMENT FUNDS OPERATIONS AT THE SPEED OF LIGHT FundGuard is a next generation true-SaaS investment funds platform that enables asset managers and fund administrators to reimagine product offerings into digital experiences with real-tim

Northern Trust Corporation

We serve the world’s most successful individuals, families and institutions through deep expertise, a culture of unwavering values and operational precision—working closely with every client to help them achieve something greater.

Clear Street

Clear Street is a new prime broker founded by industry veterans. We understand firsthand the challenges facing today’s most active market participants and are taking a technology-first approach to modernizing, and improving, the brokerage experience.

SS&C Technologies

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S.

Cassini Systems

Cassini services enhance portfolio returns at every point in the daily business cycle. Empower your traders and portfolio managers with pre-trade lifetime cost analysis. Ensure compliance by observing trade routing rules for execution and clearing.


We create and deliver market-leading solutions to help you optimize investment, unlock value and drive growth.


Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

BNP Paribas

BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 74 countries, with more than 192,000 employees, including more than 146,000 in Europe.

FX Connect

FX Connect is a market-leading FX execution venue that helps real money managers and hedge funds efficiently manage multiple portfolios, connect with counterparties and streamline global trading operations.


Automate. Transform. Digitalise. Scale. #RegTeg #Compliance #SaaS AQMETRICS regulatory reporting solutions scale fund operations for the future.


NeoXam is a leading financial software company, delivering solutions and services for 150+ customers in 25 countries worldwide.

State Street

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing.

WTax (VAT IT Group)

When it comes to foreign withholding tax, we like to mind your business... WTax is a division of VAT IT and, as a group, we’ve been involved in the cross-border indirect tax industry for 20 years.


Easy to use, integrated pre-trade onboarding platform for the exchange of data and documents between asset managers, brokers, custodians, 3rd party administrators, and clients.


With 20 years’ experience and 700 clients in 50 countries, Linedata’s 1100 employees in 20 offices provide global humanized technology solutions and services for the asset management and credit industries that help its clients to evolve and to operat

Arria NLG

Arria brings language to data analytics, helping to improve understanding and accelerate the ability to action key data insights, in real-time, at scale – humanizing the way in which we interact with data.


We are now FIS. FIS is at the heart of the commerce and financial transactions that power the world's economy.


FlexTrade Systems Inc., is the industry pioneer and global leader in broker-neutral, execution and order management trading platforms for equities, foreign exchange, options, futures and fixed income.

ISS | Institutional Shareholder Services

Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight.

FINBOURNE Technology

FINBOURNE Technology develops advanced financial software for the investment management industry. Our mission is to reduce the cost of investing and increase transparency for everyone.

Ultimus LeverPoint Private Fund Solutions

In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting,


The private markets ecosystem is awash with unstructured content in the form of PDFs and other documents carrying difficult-to-access investment information.


AccessFintech uses technology to evolve the financial industry operating model. Our aim is to transform the model to drive control, transparency, efficiency and collaboration across the whole financial ecosystem.

Clearwater Analytics

Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.

The Depository Trust & Clearing Corporation (DTCC)

With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry.

Rimes Technologies

Rimes provides transformative data management and investment intelligence solutions to the world's leading investors and asset managers.


SimCorp offers industry-leading, integrated investment management solutions.

STP Investment Services

STP Investment Services is a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core busines


Alkymi transforms enterprise workflows by placing machine learning and automation technology into the hands of business users, turning operational data headaches into a source of efficiency.


Meradia is a leader in operations and technology consulting for the global investment management industry.

S&P Dow Jones Indices

S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®.


Taskize helps the financial services industry make work flow by enabling clients, colleagues and counterparties to address manual interventions efficiently, intelligently and securely.

FX Connect

FX Connect is a market-leading FX execution venue that helps real money managers and hedge funds efficiently manage multiple portfolios, connect with counterparties and streamline global trading operations.


VALITANA is dedicated to providing our clients with robust, intuitive, and easy to use solutions for evaluating U.S. and Euro collateralized loan obligations (CLOs).

Brown Brothers Harriman

Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years.


Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives.

Curium Data Systems

Founded in 2007, Curium Data Systems specialises in the provision and support of advanced technology solutions aimed at the Data Management and Operations teams of financial services organisations including Investment Managers, Investment Banks, Thir


Duco enables financial services firms to control complex data using light-touch, self-service technology. We are shaping the core of new, efficient operations with customers on the sell side, buy side and major service providers.

eClerx Markets

Economic instability, regulatory complexity, and rapid technological developments drive the need for agile, scalable, intelligent, and cost-effective solutions to meet business demands.

Elgin White

E|W is a specialist Financial Services consultancy working with market leaders across many disciplines. We help our clients to improve their performance in the market and realise their business goals.

FIA Tech

FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems.


Get emails from us

Thank you
Oops! Something went wrong