Taskize is excited to announce our sponsorship and participation in InvestOps USA 2026, as the conference celebrates 10 years of bringing the operations community together.
Contact us to book a coffee with Taskize’s CRO, James Pike, Head of Sales, Sam Gardiner and Business Development Manager, Rohan Murphy at the event
James will also be speaking on a cross-industry transformation panel on day two of the conference at 12:50: ‘Driving More Effective Industry Collaboration: Where can Buy Side, Sell Side and Market Infrastructure teams look to collaborate to streamline trading flows, reduce failures and improve transparency?’
He will be joined by four industry leaders:
- Matt Leef, Global Head of Middle Office, T. Rowe Price
- Paul Preisser, Head of North America Client Relationship Management, BNP Paribas
- Polly LeBarron, Senior Manager, Product Management, BetaNXT
- Tracy Chou, Director of Securities, Go-to-Market, Swift
Join the panel discussion if you’d like to hear more about:
- Where can buy-side and sell-side teams collaborate to improve post-trade efficiency and reduce settlement risk?
- How can shared data standards and technology platforms enhance transparency and accuracy?
- What role can joint innovation projects play in addressing common pain points like T+1 settlement?
- How do you foster stronger relationship management and communication channels between the two sides?
If you're interested in joining the event, reach out to us for a 10% ticket discount code.
Reflecting on our previous engagements, Taskize hosted a workshop at InvestOps 2025, concentrating on three critical topics, including operational capacity, the evolving financial services landscape, and the technology sector.
And for insights from InvestOps USA 2024, take a read of our client Q&A with State Street and our industry Q&A with Fidelity Investments.
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