COO & Investment Operations Leadership

Your morning

8:00 – 8:25 AM | Arrival & Breakfast Networking

• Guests are welcomed with a gourmet breakfast and the opportunity to connect in an informal setting.
• Personalised name badges and a curated attendee list will be provided upon arrival.

8:25 – 8:30 AM | Welcome & Introduction

Opening Remarks

8:30 – 9:00 AM |Panel Discussion | The COO & Investment Operations Agenda: Future-Proofing Financial Operations

In this high-level conversation, senior operations leaders explore what it truly takes to future-proof financial operations in a volatile, tech-driven environment. The panel will offer practical insights and peer-led perspectives across three core themes:

1. AI & Automation: Beyond the Buzz — Where the Real Value Lies

• Identifying where AI is already driving measurable gains in cost, speed, and decision-making accuracy

• Avoiding the “automation trap”: when human oversight remains essential — and why

• Building internal capabilities vs. external partnerships for scalable automation

2. Data & Digital Transformation: Integrating for Impact

• Practical strategies for unifying legacy infrastructure with fintech platforms and modern data tools

• Leveraging predictive analytics to drive proactive, rather than reactive, operations

• Laying the foundations for a data culture: governance, accessibility, and ownership

3. Operational Resilience: From Reactive to Proactive Readiness

• Lessons learned from recent market and operational shocks — what actually held up under stress

• Evaluating and managing third-party risk in an increasingly outsourced model

• Embedding resilience in everyday operations: culture, controls, and contingency planning

9:00 – 9:20 AM | Roundtable Discussions – Targeted Deep-Dives with Your Peers

Following the panel, attendees will break into small, moderated groups (6–8 participants per table) for a series of focused, off-the-record discussions. Each table explores a critical challenge facing today’s operations leaders, encouraging open dialogue, knowledge exchange, and peer benchmarking.

🔹 Table 1: AI & Process Automation — From Experimentation to Enterprise ROI

• Which AI and automation use cases are truly delivering efficiency, accuracy, and scalability?

• Best practices for quantifying ROI: cost savings, speed, and risk reduction

• Where does AI enhance decision-making — and where should humans remain in control?

🔹 Table 2: Operational Resilience — Building Agility Into the Core

• What did recent disruptions — from vendor failures to cyber threats — reveal about operational fragility?

• Practical frameworks for stress testing, contingency planning, and embedding resilience

• Rethinking outsourcing strategies: transparency, oversight, and contract agility

🔹 Table 3: Data-Led Operations — From Fragmentation to Intelligence

• Bridging the gap between legacy systems and modern digital infrastructure

• Operationalising predictive analytics and AI to move from hindsight to foresight

• Improving data accessibility and governance to empower real-time decision-making

9:20 – 9:30 AM | Key Takeaways & Closing Remarks

A brief wrap-up highlighting the most valuable insights and actionable ideas from the morning’s discussions.

9:30 – 10:00 AM | Informal Networking & Departure

Continue the conversation over coffee with fellow senior leaders.
An opportunity to exchange contacts, explore potential collaborations, and strengthen peer connections in a relaxed, informal setting