Operational Resilience Roundtable

Join us to connect with leaders from the local asset management community, enjoy a networking breakfast and take part in a lively discussion exploring resilience, regulatory frameworks, and transformative technology. This will be an open, moderated forum to exchange perspectives on:

• Where firms are investing in resilience today (technology, data, people, processes)
• Trade-offs between consolidation and new capabilities
• The role of cloud-native and AI-driven solutions in strengthening resilience
• Implications of regulatory frameworks including DORA and FCA expectations
• Lessons from shared service and utility models
• Opportunities for managers and servicers to collaborate on future-ready operations

Agenda

8:30 – 9:00 | Arrival & Networking Breakfast
Coffee and light breakfast with peers from asset management, servicing, and technology.

9:00 – 9:10 | Welcome & Context

Chris Mills will once again moderate, with a brief recap of insights from our prior sessions — The Case for Transformational Change, The Investment Accounting Utility, and The Future of Back-Office Management.

9:10 – 10:20 | Roundtable Discussion
An open, moderated forum to exchange perspectives

10:20 – 10:30 | Wrap-Up & Looking Ahead