09-11 March 2026 – InvestOps USA, Orlando

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:

1. Matt Leef, Global Head of Middle Office, T. Rowe Price
2. Paul Preisser, Head of North America Client Relationship Management, BNP Paribas
3. Polly LeBarron, Senior Manager, Product Management, BetaNXT
4. 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.