The discussion will explore the early warning signs that an operating model has outgrown the business as products, geographies and investor expectations become more complex. It will also look at where technology and outsourcing can create genuine operating flexibility, which capabilities firms should continue to retain in-house, and how leaders are reassessing provider ecosystems, partnerships and operating structures to support growth across strategies, structures and jurisdictions. Hosted by Tyler Dennin, Executive Director and Head of Private Markets Fund Accounting, Waystone, with Jason Haft, VP of Product Marketing, Alpha FMC

As firms move AI from experimentation into everyday workflows, understanding the true cost of adoption is becoming increasingly important. This session will examine how to forecast token consumption before spend begins to scale, including a live example of how firms can model expected usage and budget requirements. The discussion will explore why value is increasingly shifting from individual model choice towards the workflow and orchestration layer, and how model-agnostic architecture, stronger harnesses and smarter tooling can help control costs. Attendees will also compare approaches to evaluating vendor pricing, measuring efficient end-user consumption and building a repeatable framework for budgeting AI spend across teams and use cases. Hosted by Don Muir, CEO, F2

This discussion will explore how asset managers can scale AUM while preserving agility, service quality and operational control, and what is required beyond the technology itself. It will assess the leadership, data and platform foundations needed to adopt AI effectively across the operating model, while sharing practical approaches to automation, resilience and innovation without adding unnecessary complexity or compromising the client experience. Hosted by Ashish Shrestha, Senior Product Specialist, MAIA Technology Ltd

The hardest part of month-end, client, board and performance reviews is rarely the analysis itself — it is getting to the number everyone trusts. This workshop will explore what changes when performance, trading, compliance and other critical data live in one place, and the capacity this can free up for strategic projects that often get postponed. The session will also feature a real-world walkthrough chosen live by the room, showing exactly how the work changes when the data and checks are already in place. Hosted by Chris Ruby, Senior Sales Executive, Ridgeline; Sid Malik, Director, Solutions Consulting, Ridgeline

This discussion will explore what is working in AI upskilling and where firms are moving beyond basic tool training toward practical workflow adoption. It will assess whether growing confidence in AI is strengthening productivity or quietly weakening judgement, challenge culture and core analytical skills, while debating which skills should be automated, augmented or deliberately protected as AI becomes embedded across operations, technology and decision-making. Hosted by Katy Rose, Head of Performance and Data, Amova Asset Management

This peer-led discussion for operations, technology and transformation leaders will examine where outsourcing, vendor partnerships and internal builds are delivering value and where they are falling short. The conversation will cover service quality, accountability, integration, SLAs, vendor concentration, cost pressure and the capabilities firms should retain in-house. It will also explore when to build, buy or partner, how to fix weak relationships and what genuine partnership should look like. Hosted by Michael Campos, Head of U.S. Asset Managers, Aladdin Business Development, BlackRock

Copilots suggest; OnCorps Agents finish. Most AI in operations stops at the alert, leaving teams to do the work the alert was supposed to save. This session will examine the difference between tools that assist and agents that complete reconciliation, NAV oversight, cash, position, valuation review and document workflows end to end. It will explore what it actually takes for an agent to write back into source systems and resolve a break rather than simply flag it, as well as where human sign-off remains essential. The discussion will also look at why many AI pilots impress in a sandbox but stall in production, the gap between “working” and “live”, and how agents are already operating in production at some of the world’s largest asset managers. Hosted by Ron Allen, CEO, OnCorps; Rob Seidman, Chief Product Officer, OnCorps

This peer-led networking discussion for COOs, operations heads, middle-office, transformation, outsourcing and vendor-oversight leaders will focus on scaling operational complexity. The conversation will cover automation, operating-model modernisation, outsourcing quality, vendor concentration and the operating demands of ETFs and private markets, while exploring where leverage is real, what should remain in-house and how firms can improve resilience without adding headcount.

This peer-led networking discussion for CTOs, CDOs, data heads, AI leads and digital transformation leaders will focus on moving technology into production. The conversation will cover AI governance, data quality, agentic workflows, architecture modernisation, cloud dependency and automation, while exploring which use cases are delivering real value, who should own oversight and what foundations are now essential.

This peer-led networking discussion for CMOs, distribution heads, client experience, RFP/DDQ, consultant relations and marketing leaders will focus on winning access and trust. The conversation will cover platform access, model portfolios, OCIO relationships, AI-enabled content, adviser education and client personalisation, while examining how managers can differentiate beyond performance, adapt to gatekeeper consolidation and improve client engagement safely.

This peer-led networking discussion for product, investment strategy, ETF, alternatives, portfolio solutions and product-development leaders will focus on future growth priorities. The conversation will cover active ETFs, model portfolios, private markets, retirement, wealth channels, product rationalisation and fee pressure, while exploring which opportunities are real, what firms should build next and what infrastructure is needed before launch.

This peer-led networking discussion for women across operations, technology, distribution, product, investment, risk and strategy leadership roles will explore career progression, sponsorship, executive visibility, cross-functional influence and leadership through AI and operating-model change. The conversation will consider how women can build influence, how firms can strengthen leadership pathways and how networks can create practical outcomes.

This peer-led networking discussion for founders, partners, COOs and functional heads at boutique, specialist and mid-sized asset managers will focus on the challenges of scaling effectively. The conversation will cover selective outsourcing, technology prioritisation, platform access, lean AI adoption, distribution focus and operational resilience, while exploring what is now table stakes, where smaller firms can differentiate and how they can scale without losing control.

This peer-led networking discussion for senior leaders at large, global and multi-product asset managers will focus on managing enterprise complexity. The conversation will cover global standardisation, enterprise data, vendor concentration, platform governance, operating-model fragmentation and distribution scale, while exploring what should be centralised, how firms can stay agile and how they can balance innovation, resilience and cost discipline.

This peer-led networking discussion for wealth, retirement, RIA, model portfolio, national accounts and platform strategy leaders will focus on competing for future U.S. AUM. The conversation will cover 401(k) access, mega-RIA consolidation, model portfolios, adviser expectations, private markets in wealth and next-generation investors, while exploring what platforms expect, how product and distribution must adapt and which capabilities will determine success.