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From Innovation to Impact: Driving Operational Advantage in an Era of Rapid Change 

The Lambs Club New York

https://www.thelambsclub.com/

Wednesday 10th June: 8:30am – 10:30am

Join SimCorp for a private, invitation-only roundtable breakfast at The Lambs Club, bringing together a select group of senior leaders across operations, technology, and investment services within the asset management and insurance sectors. 

This closed-door, peer-level discussion is designed for decision-makers shaping the future of finance. In a focused, high-trust environment, the conversation will explore how to drive operational advantage in an era of rapid change. 

From Innovation to Impact: Driving Operational Advantage in an Era of Rapid Change

A private, peer-led roundtable for senior operations and technology leaders exploring how firms are responding to market volatility, scaling private markets infrastructure, and moving AI from experimentation into operational deployment.

The discussion will examine how leading firms are strengthening resilience, modernising operating models, and building the data foundations required to support the next generation of investment operations.

Agenda

From Innovation to Impact: Driving Operational Advantage in an Era of Rapid Change

8:30 am

Arrival & Networking

9:00 am

Welcome

Allen Zimmerman, Head of Americas, SimCorp

         Christian Kromann, Member of the Executive Board at Deutsche Börse Group

9:05 am

Introduction

Geopolitical tensions and market volatility: what are the implications for your firm?

Building the operational resilience to respond, adapt and protect your firm amidst uncertainty

Speaker: Melissa Brown, Global Head of Investment Decision Research, SimCorp

9:20 am

Private markets for the next decade

New potential, new demands – is your platform ready to scale?

Private markets will reach up to $65T by 2032 – exploring the operational realities

The journey to a Total Portfolio Approach: why technology and data are vital components to unified investment operations

Discussion Facilitator: Geoff Patsch, Head of Solutions Engineering, Americas

    9:50 am

AI and the Executive agenda

From pilot to production – are you being left behind?

From efficiency-first to innovation-first – defining the next generation of COO leadership

70% of firms have moved from AI exploration to deployment in the past 12 months – how to build a unified data foundation for lasting advantage

Discussion Facilitator: Geoff Patsch, Head of Solutions Engineering, Americas

10:20 am

  Wrap Up

10:30 am

  Networking