Messages From Our Conference Director and Editorial Director
What an incredible year it was for InvestOps USA 2025.
The event was a resounding success, brimming with invaluable insights from industry leaders and providing an unparalleled platform for networking within the investment operations community.
Orlando was the perfect setting for this year's gathering. I would like to thank everyone who attended, including our esteemed line-up of world-class speakers and all of our valued participants.
For those who were unable to join us, we have compiled a comprehensive post-event report. This report includes highlights from our sessions, information on the key topics and exclusive data collected through our on-site polling. Here, we explore the critical areas shaping the future of investment operations. These include building next-generation operating models to streamline workflows and ensure compliance, leveraging cutting-edge technologies to transform front-to-back cross-asset operations, and developing advanced data management and analytics infrastructures. Additionally, we delve into staying ahead of emerging market trends like ESG and alternatives.
At the event, we were privileged to hear from an impressive roster of industry professionals, including leaders from BlackRock, Capital Group, Invesco, Northern Trust Asset Management, and many more.
Thank you again for contributing to the success of InvestOps USA 2025. We look forward to welcoming you to future events as we continue to drive industry engagement and strategic development within investment operations.
Rory Pilbrow
Conference Director
InvestOps USA 2025
Sam Milliken
Editorial Director
InvestOps USA 2025
Our post-event report reveals critical shifts in buy-side operations
The conversations at InvestOps USA 2025 underscored just how pivotal this moment is for investment operations. Across three days in Orlando, we witnessed remarkable honesty and insights from industry leaders: operations are no longer the back office of the enterprise, but the strategic core that will determine firms’ resilience, agility, and long-term competitiveness.
This post-event report brings together those perspectives — distilling the critical debates that will shape operating models in the years ahead. From the immediate urgency of T+1 settlement and the enterprise-wide adoption of artificial intelligence, to the pressing need for robust data governance and the operational realities of ESG and private markets, the report highlights where firms must invest to keep pace with change.
What became clear is that technology and data are no longer just enablers of efficiency. They are now decisive levers of differentiation in risk management, client reporting, and overall market confidence. The leaders featured here — from BlackRock, Capital Group, Invesco, Northern Trust Asset Management and more — provide insight into how the industry is navigating this transformation.
I invite you to explore the pages that follow. They capture not only the highlights of the event, but also the forces redefining investment operations today. My hope is that this report provides both inspiration and practical direction as you chart the path forward for your organization.
