Agenda

8:30am – Arrival, breakfast and networking

9:00am – Opening remarks
Welcome, framing of the morning, Chatham House Rule and introduction to the key questions for discussion.

9:10am – Roundtable discussions
The main discussion will be structured around three practical areas shaping the transformation agenda for asset management leaders today.

Framing the Transformation Agenda

Transformation has become a board-level priority, but the definition, ownership and sequencing of change remain highly complex. This discussion will explore what transformation really means for operational and transformation owners, and where the pressure to change is coming from.

• What does “transformation” actually mean in 2026 and 2027 for those responsible for delivering technology and operational change?
• How are firms sequencing change when operating model, technology, talent and regulation are all moving at once?
• Where is the real pressure coming from: the board, the regulator, the front office, clients or the cost base?

From Pilot to Production

Many firms can prove an idea works in principle. The harder challenge is turning a pilot into an industrialised capability that is adopted, governed and scaled across the business.

• What holds progress back between a working pilot and production-ready capability?
• Who owns the decision to scale, and where does organisational resistance usually appear?
• In the production phase, where should firms build internally and where should they partner?

Proving the Value

As transformation programmes become more complex and multi-year, senior leaders are under increasing pressure to prove measurable value, not just activity or rollout.

• What does a credible ROI narrative look like across a multi-year transformation programme?
• How are firms measuring adoption, productivity and client outcomes, not just implementation milestones?
• What have firms stopped measuring because it was telling the wrong story?

10:20am – Closing reflections

10:30am – Breakfast concludes