The AssetOps Community is the premier investment operations conference for senior buy-side leaders.
Bringing together COOs, Heads of Investment Operations, Chief Technology Officers, Chief Data Officers and transformation leaders from leading asset managers, institutional investors and pension funds, AssetOps focuses on the future of investment operations, asset management operations, and operating model transformation.
Where US operations leaders turn transformation into execution.
Join the conversation using #AssetOpsAmericas #AssetOpsToronto #AssetOpsLondon #AssetOpsChicago #AssetOpsBoston
Event Calendar for 2026/2027
What's being said about us?
βCoriniumβs CDAO event series has been consistently one of the best ROI sponsored events for me in ANZ. Itβs well organised and the sales team find great value with our 1-to-1 meetings onsite too.β

Catherine Wong, Regional Marketing Manager, ANZ,
Alteryx
Four great events, one space
With our suite of events conveniently co-located under one roof, you and your team will gain insights and make connections across multiple facets of cybersecurity, leading to a big picture view and a deeper understanding of how to future-proof your business.
OT Security Sydney
11 FEB 2025
Make the most out of your day and learn how to enhance OT security by reducing attack surfaces, improving IT-OT collaboration, and implementing effective strategies for patching, access control, and network segmentation in increasingly interconnected environments.
Cloud Security Sydney
12 FEB 2025
Attend Cloud Security Sydney to find out how you can increase resilience through preparedness, mitigate AI risks, and implement cloud security governance for regulatory compliance, risk management, and data protection in advanced technologies.
AppSec & DevSecOps Sydney
12 FEB 2025
Join us and discover strategies to measure effectiveness, foster security culture, empower developers, integrate tools, and secure supply chains. Balance automation with human oversight for continuous improvement and risk mitigation.
What you'll get out of the AssetOps Event Series?
Why attend?
AssetOps brings together senior leaders driving operational transformation across the global buy-side. Experience highly focused content designed to move beyond theoryβsharing practical strategies to streamline processes, harness data, and deliver operational alpha.
Who will be there?
AssetOps Chicago is designed for professionals Including:
Chief Operating Officers (COOs), Heads of Investment Operations, Heads of Asset Management Operations,Investment Operations Directors, Chief Data Officers, Chief Technology Officers, Heads of Transformation, Heads of Investment Technology, Investment Operations Professionals,Operations Strategy Leaders, Operational Excellence Leaders
FEATURED SPEAKER
Experience a captivating session with The Honourable Malcolm Turnbull as he highlights placeholder for key speaker here how to prepare their NGERS submission. Discover how ESG (Environmental, Social, and Governance) analytics can help organisations proactively adapt to proposed changes in the emissions safeguard mechanism, ultimately driving sustainable.
Join the session
Who: The Hon. Malcolm Turnbull AC, 29th Prime Minister of Australia
Title: Protecting our Critical Assets and Securing our Nation
When: 9.45am, 21 February

Our Key Themes
Operational alpha by design
Culture drives transformation
Empowering teams to embrace innovation, align around shared goals, and build a mindset where operational excellence and continuous improvement are part of everyday practice.
Data as the New Core
Harnessing clean, connected data to power smarter decisions, accelerate reporting, and drive transformationβwhile building trust through robust governance and transparency.
Future-proofing operations
Preparing for disruption by modernising technology stacks, improving resilience, and creating adaptive operating models that thrive in a fast-evolving asset management landscape.
Our Topics Cover
- Investment Operations
- Asset Management Operations
- Operating Model Transformation
- Investment Technology
- Investment Data Strategy
- Investment Data Governance
- AI in Investment Operations
- Operational Resilience
- Private Markets Operations
- Investment Infrastructure
- Workflow Automation
- Enterprise Data
- Investment Operations Modernization
- Operational Excellence
- Change Management
Testimonials
βA conference focusing on the operations, data and technology that underpin the asset management industry - absolutely vital for now and for the future. β
UK Founding Advisors

Phillip Chapple
Chief Operating Officer
Monterone Partners LLP

Mandy Rawlinson
Head of UK and EMEA
Aberdeen Investments

Chris Taylor
Chief Operations Officer
CG Asset Management Limited

Archana Mohan
Chief Operations and Technology Officer
Navera Investment Management Limited

Mario De Bergolis
Chief Operating Officer
Asset Management One International

Davina Goodall-Smith
Chief Operating Officer
Royal London Asset Management
US Founding Advisors

Jarron Smith
Chief Operating Officer
Marshfield Associates

Chris Chung
Chief Operating Officer
Bayview Advisors LLC

Vincent Pasqualicchio
Investments Chief Operations and Technology Officer
American Family Insurance

Jana Roberts
Investment COO
Eagle Capital Management LLC


Mark Persiani
Head of Global Investment Operations Services
BlackRock
Mark Persiani
Head of Global Investment Operations Services
BlackRock


Lou J. Rosato
Managing Director, Investment Operations Group
BlackRock
Lou J. Rosato
Managing Director, Investment Operations Group
BlackRock
Canada Founding Advisors

Pat Dunwoody
Board member
Fair Canada

Olivia Lau
Head of Operations
AYAL Capital

Sandy Poklar
President & Chief Operating Officer
Firm Capital
Past Sponsors
Alpha FMC
We believe we are all in the business of progress. Progress, ultimately, to achieve better financial futures for a whole world of investors. As an industry, we constantly have to balance progress and innovation with the continual market pressures faced on a day-to-day basis. That's why, in your pursuit for progress, we take your ambitions and help make them a reality. With unrivaled industry experience and expertise, our 1,200+ global in-house experts develop strategies, solve problems, and work with you to move your business to the next level. Whether your challenge is updating your technology, improving your processes, implementing change management, building your brand or anything in between - Alpha is home to experts who can help get you where you need to go. With you, together, all in the name of progress. Visit websiteBizagi
Bizagi's industry-leading platform that reinvents Automation with GenAI and low-code apps. Bizagi provides advanced orchestration for modern enterprises, it seamlessly connects people, processes, AI assets, systems, data, and bots. As the most business-friendly and flexible solution on the market, Bizagi's cloud-native platform enables true collaboration between business and IT, ensuring faster adoption and greater success. Fuelled by a community of millions of users, Bizagi powers over 400 enterprises worldwide including Adidas, Unilever, DHL, and Bancolombia. For more information: https://www.bizagi.com/en Visit website
FINBOURNE
FINBOURNE Technology provides cloud-native data infrastructure that unifies investment management operations. We solve the foundational challenges: fragmented systems, data quality issues, and inflexible legacy architecture, that create operational risk and slow innovation.
Our platform delivers a single, real-time view across all asset classes with complete lineage and bi-temporal accuracy. From portfolio and order management to IBOR, accounting, and reconciliation, FINBOURNE connects front-to-back workflows and integrates bi-directionally with your existing ecosystem, on your terms. Modernize incrementally, retire technical debt strategically, and make your data audit-ready and intelligence-ready when you need it. Leading firms including HSBC, Northern Trust, and Baillie Gifford rely on FINBOURNE to eliminate data silos and accelerate time-to-market.
Fundguard
FundGuard is transforming legacy operating models with a front to back, AI-powered, cloud native and multi-asset class investment accounting platform for asset managers, asset owners, custodian banks and fund administrators. Visit websiteQualytics
Qualytics is redefining enterprise data quality, shifting teams from reactive cleanup to proactive control. The data fueling your models, dashboards, and decisions becomes governed, explainable, and AI-ready by design. Our platform automates 95% of rules, brings business and technical users together in a no-code UI, and drives remediation downstream directly across pipelines and systems. With centralized governance and enterprise-grade security, Qualytics delivers reliable data at scale in hours, not months, empowering organizations to move faster, reduce risk, and operationalize AI with confidence. Visit websiteRidgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern, AI-enabled platform in the public cloud, purpose-built for the investment management industry to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a βBest Workplace for Innovators,β by The Software Report as a βTop 100 Software Company,β and by Forbes as one of βAmericaβs Best Startup
Visit websiterimes
At Rimes, we build on a legacy of creating trusted solutions for the global investment community. Our unmatched expertise and innovative spirit empower us to elevate our clients to a higher investment data management standard. Visit websiteSS&C Blueprism
SS&C Blue Prism fuels the worldβs most complex businesses with agentic automation thatβs trusted, tested and ready to run. Visit website
STP Investment Services
STP Investment Services helps financial firms navigate todayβs complex investment and regulatory landscape by offering advanced outsourcing solutions for investment operations, fund administration, and compliance. STP partners with its clients, integrating fund administration, middle office and compliance services into one comprehensive program and provides firms with a holistic tech-enabled solution to reduce regulatory risk and drive growth.
Visit websiteMedia Partners
NotAnother TechEvent
NotAnotherTechEvent is a trusted platform for Venture Capital, Corporate Innovation, Entrepreneurs and tech enthusiasts, offering access to 1,500+ global tech events in 40+ sectors like AI/ML and Cybersecurity. Curated event listings save users time and update them on the latest tech trends. It also provides a bi-monthly newsletter with top event highlights. Visit websiteAPIXDrive
AI-powered Integration SaaS platform - Connect Apps and Services to automate your work | Quick & Easy Visit websiteBlockDelta
BlockDelta provides a number of connected services which result in a professional and delivery focused partnership across Talent Solutions, Innovation & Consultancy and International Marketing.Our track record in helping grow client companies at all stages of their development process distinguishes BlockDelta as the only consultative partner you need during your organisations progression. Visit website
Unite.ai
Unite.ai is a completely decentralized organization with a team that currently offers news, interviews, and access to the best AI tools β But this is only the beginning of a multilayered masterplan.Our goals are to inform the wider public about progress on AI, to unify the AI community, to push forward the democratization of AI, to follow Our Charter on responsible AI, and to assist in the development of beneficial AGI (artificial general intelligence). Visit website
Big Data Analytics News
Welcome to Big Data Analytics News! A niche place for information about Big Data. The site consists information on business trends, big data use cases, big data news to help you learn what Big Data is and how it can benefit organizations of all sizes. We promise to keep this landing place fresh with new and interesting information. The siteβs goal is to provide you with a wide range of information that will enable you to learn all aspects associated with the Big Data space. We hope that you find our website interesting and informative β and that you will come back and visit on a regular basis. Visit websiteAI Time Journal
We explore how Artificial Intelligence and Exponential Technologies bring opportunities for people, organizations, and societies to increase their wealth and health.Our audience is anyone who wants to improve in their career, their business, their investments; who wants to live a healthier, more productive, and fulfilling life; who wants to simplify and improve the education systems of their communities, or who simply wants to understand how Exponential Technologies are changing the world.
We publish articles, podcast interviews, and ebooks with insights from industry leaders and experts, and use cases of exponential technologies across multiple fields, including finance, healthcare, and education. Visit website
DATAFLOQ
Datafloq is the leading platform around data and technology insights. In the past years, We have helped clients from around the world reach their goals by directing high-value traffic to your webinar, ebook, event or product. Get in touch how we can help you. Visit websiteUToday
U.Today is a global media organisation dedicated to helping you understand the new generation tech and the future it brings to society.
Our mission is to serve the emerging community of enthusiasts, professionals and newcomers who explore, use and develop the tech by heeding the core journalistic values of clear thinking, accuracy and independence.
We seek to inform, educate, collaborate and support better practices for the benefit of all.
Financial Services Review
Financial Service Review is a leading technology magazine that reaches out to over 56,000 print subscribers and over 85,000 digital subscribers. It provides a comprehensive platform for senior-level industry experts, buyers, and decision-makers to share their insights following a unique learn-by-peers approach. Visit websiteFXMAG
Your key to the world of Forex Visit websiteallconfsbot
@AllConfsBot is a highly efficient event calendar that simplifies your event experience.With us, you can:
πΉExplore a wide range of events all in one place,
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IoT Now
IoT Now - How to run an IoT enabled business.With exclusive analyst reports and specialist journalists, IoT Now is the leading global brand covering the Internet of Things, machine-to-machine communications (M2M), embedded devices and connected consumer devices. Delivering webinars, quarterly magazines, white-papers, daily news and expert opinion pieces and podcasts, IoT Now focuses on the deployment of these technologies across the enterprise, automotive, logistics, healthcare, utilities, travel, security and smart city verticals.
To join our community, register at: www.iot-now.com
For more information, contact: Cherisse Jameson: c.jameson@wkm-global.com Visit website
CIO Applications
Today, we can see that technology is transforming innovation at its core, allowing organizations to test new ideas at a faster pace and pocket-friendly prices - that were unimaginable even a decade ago. In an era where one can stick features on websites and tell within hours how customers respond, decision-makers need a platform that can tell them which technology can be beneficial for their businesses and increase their ROI. CIO Applications has fast culminated into the most sought-after magazine as it has transformed its course hand-in-hand with technology and has culminated into a leading media brand, with a unique editorial focus on bringing to light the core innovators in technology. VISIT WEBSITE Visit websiteDaily AI
From decoding complexities to presenting AI in an accessible and relatable manner, we deliver the latest AI news in real-time. Engage with our weekly newsletter, prompt guides, and stories, and join us as we navigate the evolving landscape of AI together.Clear, concise, and comprehensive β get a grip on AI with DailyAI. Visit website
CIO Review
CIOReview is one of the leading print magazines in the US. It is the knowledge platform where C-suite executives deliberate on critical market challenges and current technological trends across industries. We are a unique magazine because all of our contributors are senior executives from the industry. Visit websiteWIRE19
Wire19 is a comprehensive information portal that promotes knowledge sharing and interaction between the industry members via news, informative articles, infographics, CXOβs interviews, industry events and conferences, reports and more.Our team of IT experts and reporters keep a close watch on the latest trends and bring the most refined pieces of information to ardent readers β service providers, industry veterans, key decision makers, IT executives and thought leaders. Visit website
Generation1.ca
Generation1.ca taps into the overlooked talent and outlook of Canadaβs newest residents β a significant and fast-growing demographic of disparate first-movers. Founded and led by a multiple-award-winning global researcher, author and immigrant herself, Generation1.ca quickly evolved since its inception in 2016, into an active platform and community that places Canadaβs newcomers at the forefront of data and insights innovation globally through our wide-ranging knowledge-led resources across formats and channels, powered by our unique and proprietary Moments of Truth (MoT) insight-technology knowledge engine and approach. Visit websiteCryptopolitan
Cryptopolitan promotes crypto awareness and makes informative and trending reports more accessible to investors globally by joining a 5000-strong publisher and distribution partner for content syndication, and distribution services. High-quality content and commentary serve individuals and professionals looking to stay informed on the cryptocurrency and blockchain space. Visit websiteCDO Magazine
CDO Magazine grew out of the annual Chief Data Officer and Information Quality Symposium (CDOIQ), founded in 2007 by the MIT Sloan School of Management, in partnership with the International Society of Chief Data Officers (isCDO) and ComSpark. Our vision and mission is to be the premier global digital publication giving voice to global executives in strategic data, analytics, AI and security roles. The publication delivers C-suite-worthy format and quality content β insights essential to accelerating organizational adoption of enterprise disciplines that are key to success in our digital society. Visit websiteThe Women Leaders
The Women Leaders Magazine will be the voice of the leaders who have fought against all odds and made it to their respective designations, and we will be the platform that will present their stories that are bound to influence not only women but everyone worldwide. Thewomenleaders.com want to become the go-to source for all women executives for inspiration, views, opinion pieces or discussing the latest industry trends to the technological influence. Visit websiteThe Leaders Outlook
The Leaders Outlook is the ultimate platform, offering a wealth of insights on the latest trends, news, feature stories, and more on C-suite leaders, startup founders, executives, women leaders and learners. We curate insights from industry experts to navigate todayβs dynamic business landscape. Our exclusive content showcases thought leadership and consultative thinking, fostering success in a disruptive ecosystem. With our pulse on the business world, we inspire the C-Suite to lead with confidence. Visit websitegovCDOiq
govCDOiq.org is the public-service knowledge hub for the federal data community. We create, aggregate, and share relevant information about legislation, procurements, events, and federal data leaders. Our goal is to inform and encourage agency Chief Data Officers (CDOs), Chief Data and AI Officers (CDAOs), and their leadership teams and accelerate their mission success. Follow @govCDOiq on LinkedIn for updates. Visit website.png?width=350&name=Ana-Luiza%20(1).png)
Meet Our Producer!
We carefully craft our events from scratch, tailoring them to support your business needs and facilitate industry growth.
As a Conference Producer, I'm passionate about creating engaging virtual experiences that connect audiences across distances. I'm thrilled to expand our virtual event portfolio and bring innovative digital solutions to our growing community.
Ana-Luiza Olanescu
Conference Director








