In March, nearly 1000 attendees, including members of the Delta Data team, gathered at InvestOps USA 2024, the world’s leading Investment Operations conference for Buy Side firms. The premier three-day event at the JW Marriott Grande Lakes in Orlando provided a platform for solution and service providers to network, discuss key industry initiatives such as the impending T+1 deadline, and benchmark around the latest transformation and tech trends.

At the InvestOps conference, influential investment operations leaders had the opportunity to evaluate the latest technology and service providers, building new partnerships that will aid in maximizing their operational capabilities and transforming their business processes.

With over 120 speakers across more than 50 sessions, including a mix of interactive roundtables and workshops, there was no shortage of thought-provoking discussions and engagement around all the pressing challenges and opportunities faced by COOs and heads of operations from the leading Buy Side firms.

Innovation Roundtables

Innovation roundtables, led by a group of the latest technology and solution providers, featured deep-dive discussions that enabled the buy-side audience to connect with innovative service providers. Attendees had the opportunity to evaluate the latest data and technology tools to help them meet their investment operation needs.

The series of roundtables featured three separate tracks – Data Management, Workflow Automation, and Analytics & AI. These innovative panel discussions included use cases on driving process automation, how to practically implement transformative solutions into operating processes, and keys to leveraging the latest automation technologies and tools.

It was no surprise that AI was a hot topic at this year’s conference, as AI is set to transform investment operations. Panelists discussed leveraging Next Generation AI, use cases, and how to practically implement AI solutions in ways that boost productivity and enhance operational performance.

Fireside Chats

This year’s conference also included several fireside chat sessions, where attendees were able to hear from and converse with key decision-makers who are influencing the future of investment operations, offering solutions and feedback to each other’s most pressing challenges.

The Operating in the Cloud fireside chat featured a discussion on how to continue the transition of operating capabilities to cloud-native platforms to boost interoperability and support broader digital transformation.

Other fireside chats offered valuable insights and best practices with interactive sessions that explored innovative solutions from leading service providers. Attendees and participants engaged in facilitated discussions around specific tools that can enhance cross-functional communication, as well as the methodologies implemented to identify potential risks within trade execution, settlement, and post-trade activities.

The Heart of Industry Transformation

With an unrivalled roster of speakers, countless opportunities to network with the leading COOs and heads of investment operations, and a plethora of engaging roundtables and workshops, InvestOps has proven again to be the world’s leading Buy Side investment operations conference.

The event continues to increase in value as industry participants work together to drive improvements at a rapid pace in the years to come.

Delta Data is a leader and industry partner in transformative investment operations, with innovative capabilities that continue to shape and redefine industry standards of service and reliability.

100 Years of the Mutual Fund

To commemorate this year’s 100th anniversary of the mutual fund, Delta Data is hosting a monthly trivia contest. Answer this month’s mutual fund trivia question here for a chance to win a prize!

Contact us to learn how Delta Data’s solutions address the pressing challenges and opportunities impacting investment operations.