Join Taskize in Orlando on 10-12 March 2025
image: https://www.taskize.com/hubfs/Imported_Blog_Media/investops-usa-2025-3.jpg --- # 10 Mar 2025 — InvestOps USA, Orlando [](https://www.taskize.com/events/author/narcisa-lupu) by [Narcisa Lupu](https://www.taskize.com/events/author/narcisa-lupu) 2 min read Feb 20, 2025 12:00:00 AM All Categories [All Categories](https://www.taskize.com/events)[T+1 in Europe](https://www.taskize.com/events/tag/t1-in-europe)[Use Cases - Post-Trade](https://www.taskize.com/events/tag/use-cases-post-trade)[Insights > Collateral Management](https://www.taskize.com/events/tag/insights-gt-collateral-management)[North America](https://www.taskize.com/events/tag/north-america)[Sectors - Buy-side](https://www.taskize.com/events/tag/sectors-buy-side)[Sectors - FMIs](https://www.taskize.com/events/tag/sectors-fmis)[Webinar Videos](https://www.taskize.com/events/tag/webinar-videos) **Taskize is excited to announce our sponsorship and participation in InvestOps USA 2025, the premier conference for buy-side investment operations, scheduled for March 10-12 in Orlando.** [Contact us](https://www.taskize.com/contact/) to book a coffee with Taskize’s CRO, James Pike and Business Development Manager Americas, Rohan Murphy at the event. We will host a panel discussion chaired by Taskize’s Chief Revenue and Business Strategy Officer, James Pike, on "The Future of Operations in Financial Services," featuring three industry leaders: - **Michele Pitts**, Managing Director of Custody Product Management at Citi - **Laura Jacques**, Trade Operations Vice President at Fidelity Investments - **Lou Rosato**, Managing Director of Investment Operations at BlackRock Location: JW Marriot Grand Lakes, Orlando Register: [here](https://investops.wbresearch.com/srspricing) Taskize panel: Monday, 10 March, 12:40 Our panel will explore three critical topics shaping the financial services operations landscape: #### 1. Operational capacity - **Maximising efficiency with limited resources: **Exploring strategies and tools that enable firms to enhance productivity amidst resource constraints - **Quantifying operational capacity**: Discussing methodologies to measure and assess operational efficiency effectively - **Navigating cost pressures**: Identifying approaches to manage and mitigate financial challenges in operations #### 2. Evolving financial services landscape - **Adapting to complex asset classes**: Addressing the operational challenges posed by opaque and intricate asset types and their impact on service models - **Enhancing precision and transparency**: Emphasising the need for clarity in managing operational workloads - **Workforce development**: Strategies for training and retaining a less experienced workforce in a dynamic environment - **Process fragmentation in investment management**: Tackling the issues arising from disjointed processes within investment management operations - **Balancing outsourcing and control**: Weighing the benefits of outsourcing against the necessity for operational oversight - **Regulatory focus vs. transformation capacity**: Managing the tension between regulatory compliance and the ability to drive operational transformation #### 3. Technology sector - **Growth in tech solutions and services**: Examining the expansion of technology offerings and their implications for operations - **Build vs. buy decisions**: Evaluating factors influencing firms' choices between developing in-house solutions and procuring external technologies - **Defining the new-age operating model**: Identifying technological requirements essential for modern operational frameworks - **Strategic focus areas**: Highlighting key areas such as data management, AI integration, legacy system modernisation, and workflow automation Reflecting on our previous engagement, Taskize hosted a workshop at InvestOps 2024, concentrating on the importance of system integration and interoperability during the transition to T+1 in the US. For insights from that discussion, take a read of our [client Q&A](https://www.taskize.com/client-qa-state-streets-suren-sankar/) with State Street’s Suren Sankar and our [industry Q&A](https://www.taskize.com/investops-usa-2024-workshop/) with Fidelity Investments’ Laura Jacques. 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