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08:00am
Registration & Light Breakfast
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8:45am
Chair’s Opening Remarks
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8:55am
Speed Networking – Making new connections at AssetOps!
During this 5-minute networking session, the aim of the game is to go and meet two people you don't already know.
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09:00am
Keynote: Operational Alpha in a fragmented world: How U.S. asset managers are restructuring for resilience amid macro volatility and market bifurcation
- Navigating geopolitics, tariffs, and divergent global regulations
- The shift from efficiency to adaptability in the ops agenda
- U.S.-led innovation in data structuring and workflow design
- Lessons from firms that have mastered simplification without sacrificing scale
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09:30am
Second Keynote: Scaling GenAI & automation across the stack from back-office wins to enterprise-wide value
- Moving beyond pilots: building GenAI maturity across ops and data
- Governance, control, and model transparency in regulated environments
- Talent models and upskilling needed to support AI-led workflows
- Sponsor case studies: where automation is driving measurable ROI
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10:00am
Panel Discussion: Future-proofing the ops-data-tech triangle: What a flexible, future-ready infrastructure really looks like
- Rethinking the ops-data-tech triangle to align with investor expectations, regulatory reporting demands, and digital-first strategy
- Designing a modular operating model to balance innovation speed with long-term platform stability
- Tackling system interoperability in U.S. firms with entrenched legacy infrastructure and vendor fragmentation
- Embedding clear data ownership, stewardship, and usage rights across silos to reduce duplication and operational risk
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10:30am
Mid-Morning Coffee & Networking in the Exhibition Area
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TRACK A: Investment Operations & Data
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11:00am
Case Study: Post-Trade Innovation at scale: How one asset manager transformed their post-trade ecosystem through workflow automation and smart orchestration
- Breaking down legacy friction points across reconciliation, settlement, and reporting chains
- Designing workflows that reduce break risk and eliminate manual touchpoints
- Coordinating across global teams and vendors to deliver cross-market scalability
- Success metrics: from exception rate reduction to improved audit trail transparency and cycle-time compression
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11:25am
Presentation: The strategic role of operations in driving performance, resilience, and alpha
- Reframing operations as a revenue enabler rather than cost center
- How real-time, data-driven ops are transforming performance attribution and reporting
- Using tech-enabled ops to support new product launches and client demands
- Vision for the next decade: agile, intelligent, and insight-driven operations
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11:45am
Discussion group A: Breaking silos, building scale: Lessons from growth-focused asset managers
- How do you scale up without adding structural bloat and inefficiencies?
- Success strategies for expanding AUM, jurisdictions, or asset classes
- Building connective tissue between change, ops, tech, and data teams
- Learnings from mergers, strategic hires, and third-party collaborations
Speakers:
- Jess Baker, Head of Data Governance, CBRE Investment Management
- Chris Chung, Chief Operating Officer, Bayview Advisors LLC
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TRACK B: Technology & Transformation
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11:00am
Case Study: From fragmented to fluid: Integrating tech for scale lessons from a full-stack transformation project
- Transitioning from a patchwork of disconnected systems to a unified, scalable platform
- Synchronizing operational workflows with data flows across front, middle, and back office
- Building integration layers that enable faster onboarding of new tools and asset types
- Embedding flexibility into architecture to support new products, geographies, and client types
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11:25am
Presentation: Unifying front-to-back: How to rethink systems and vendors
- Why fragmented architecture is the enemy of efficiency—and what to do about it
- Rationalizing tech vendors without losing functionality or innovation
- Strategies for cross-functional data flow, system integration, and reporting harmonization
- Making the case for investment in platform consolidation
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11:45am
Discussion group B: Cloud, data, and the tech execution gap: Turning transformation strategy into working systems
- Diagnosing why cloud strategies stall in execution — and what leading firms are doing differently
- Addressing the tension between centralization and team autonomy in U.S. asset managers’ data programs
- Standardizing architecture without losing agility: the promise and pitfalls of platform thinking
- Case examples of where tech adoption is accelerating business outcomes — and where internal misalignment still blocks progress
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12:30pm
Lunch & Networking
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1:45pm
Fireside Chat: The U.S. regulatory climate: From burden to blueprint; how operations teams are adapting to SEC pressures, ESG data reporting, and audit scrutiny
- Tackling regulatory fragmentation and data lineage demands
- What does ESG compliance look like in a post-greenwashing world?
- Practical responses to AI-related policy proposals
- Harmonizing ops and legal teams under pressure
Speakers:
Rochelle Levy, Chief Compliance Officer, Wealth Management, City National Bank
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2:15pm
Panel Discussion: Change Management: The missing ingredient in ops transformation culture, communication, and execution in the face of disruption
- Why digital initiatives stall in large firms: Matrixed decision-making, risk aversion, and unclear ownership
- Winning executive buy-in in firms where tech is seen as a cost center, not a strategic asset
- Coaching managers to become change leaders — not blockers — and navigating distributed teams
- Avoiding burnout and “initiative fatigue” with clear metrics, communication loops, and phased rollouts
Moderator: Moderator: Rene Madden, CEO and Founder, Elevare Dynamics LLC
Speakers:
Andrew Cinquina, Head of Compliance Technology, Point72
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2:45pm
Panel Discussion: Architecting for resilience: How to future-proof your ops stack building a tech foundation that withstands disruption, scales with growth, and enables innovation
- Moving beyond lift-and-shift: designing cloud-native architecture built for composability and scale
- Ensuring data integrity, latency control, and auditability in multi-cloud environments
- How to evaluate legacy dependencies and modernize without breaking mission-critical processes
- Examples of firms integrating cybersecurity, infrastructure ops, and continuous deployment into a unified tech strategy
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3:00pm
Afternoon Tea & Networking
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3:30pm
Panel Discussion: U.S. operating models in the age of alternatives: Meeting the data, tech, and oversight demands of private markets at scale
- What tokenization, secondaries, and co-investments mean for U.S. ops — and where the infrastructure gaps remain
- SEC scrutiny on valuation, liquidity, and transparency: how ops leaders are responding
- Supporting hybrid workflows for institutional and retail alternative products
- Managing compliance friction across global regulatory regimes
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4:00pm
Presentation: AI-Ready data: Foundation of agentic enterprises. What’s holding back AI in your organization?
- Unpacking the "Data Trinity": How data models, metadata, and ontologies collectively shape enterprise AI readiness
- The metadata gap: Why incomplete or inconsistent metadata remains the single biggest blocker to scalable AI adoption
- Building the AI-ready data foundation: Key principles for aligning business context, governance, and automation
- From static systems to agentic enterprises: Enabling dynamic decision-making through intelligent data frameworks and metadata-aware architecture
Speaker: Raman Tallamraju, Senior Director, Head of Enterprise Data Architecture and Engineering, Vanguard
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4:35pm
Roundtable: Talent, tech, and tenacity: The U.S. COO’s 2026 Playbook, a cross-functional look at where leadership is investing time and budget next
- Exploring emerging trends: tokenized assets, digital twins, and fractional portfolios
- Reskilling ops teams for a hybrid human-AI environment
- Future-proofing governance models to handle automation, embedded finance, and DeFi
- How to remain client-centric and compliant while radically modernizing ops
Speakers:
Russell Newman, Former COO, Great Lakes Advisors/Rothschild
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5:05pm
Chair’s Closing Remarks
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5:10pm
Networking drinks
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6:10pm
END OF THE CONFERENCE
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7:20AM
Registration & Light Breakfast
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8:20AM
Chairperson's Opening Remarks
Michael R. Anderson - Chief Strategist, Public Sector - INFORMATICA
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8:30AM
Opening Keynote: What’s Next? Amplifying the Impact of Data, Analytics, and AI in Your Agency
Daniel Stoian - Director, Office of Management Strategy and Solutions Office of Management Strategy and Solutions - U.S. DEPARTMENT OF STATE
- Driving innovation and boosting efficiency through data-driven insights
- Optimizing business operations with data-driven process improvements
- Promoting transparency: Building trust and accountability between government and residents
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9:00AM
Fireside Chat: Empowering AI with Reliable Data
Jason Cardone - Strategic Federal Account Executive - CLOUDERA GOVERNMENT SOLUTIONS
- Discuss how the accuracy, completeness, and consistency of data impact AI performance
- Examine the ethical implications of data collection and usage, including privacy concerns and bias mitigation
- Explore how large datasets can enhance AI capabilities and the tools used to manage and process big data
Moderated by:
Jason Cardone, Strategic Federal Account Executive, CLOUDERA GOVERNMENT SOLUTIONS
Panelist:
Patrick McLoughlin, Executive Director, MD THINK, STATE OF MARYLAND
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9:30AM
Keynote Presentation: Putting Citizens First - Optimizing the Customer Experience through the Integration of Artificial Intelligence
Andrew Patricio - Principal, Data and Analytics - UNIDOSUS
- Enhancing the effectiveness and efficiency of each stage of policymaking
- Establishing robust governance structures from the outset of the AI/CX journey
- Building consistent CX standards across government agencies and services
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10:00AM
Keynote Presentation: Harnessing the Transformative Power of Generative AI: Navigating Challenges and Seizing Opportunities
Josh Martin - Former CDAO - STATE OF INDIANA
- Enabling transformation and decision making with trusted data
- Ensuring data quality, consistency, and integration
- Improving the quality and speed of government decision-making at scale by automating administrative tasks
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10:30AM
Coffee & Networking Break
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11:00AM
Keynote Presentation: Zero Trust Architecture Realized with AI enabled Data Governance and Protection
Michael R. Anderson - Chief Strategist, Public Sector - INFORMATICA
- Why AI-driven data governance is essential to meet ZTA mandates
- How to work iteratively on all ZTA pillars
- Achieving ZTA with data inventory, labeling, access determination and more
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11:30AM
Discussion Group: Capturing the Potential of AI within the Public Sector: Creating Tangible ROI
- How can self-regulation in AI be a strong approach to better decision making
- Identifying high-impact areas for AI implementation
- Strategies for integrating AI into public services
- Measuring ROI from AI investments
Moderated by:
Michael R. Anderson, Chief Strategist, Public Sector, INFORMATICA
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12:00PM
Improving Data Governance for Effective Decision-making and Efficient Public Services
- The need for data officers to adopt strong security and governance processes
- How innovative technologies such as AI and Machine Learning can be leveraged to modernize government data architectures?
- Prioritize building an efficient organization by establishing clear data governance policies to promote data driven decisions at all levels
Moderated by:
Abigail Kurtzman, Product Marketing Manager and Technology Evangelist, TRICENTIS
Panelists:
Dr. ClarLynda Williams-DeVane, PhD, Chief Deputy Secretary, NC DHHS
Leigh Pence, Director Enterprise Strategy & Governance, FREDDIE MAC
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12:30PM
Fireside Chat: From Legacy to Agility: Modernizing Data Access at Northrop Grumman
Seth Nylund - Director, Public Sector - STARBURST
Northrop Grumman faced a problem common to many in the federal/defense contractor space. Legacy data siloed in multiple locations and formats made it difficult to make decisions based on complete information, and difficulty federating that data meant any decision made may not be timely. By partnering with Starburst, Aaron Rich, Chief Data Architect, Northrup Grumman and his team have been able to solve these challenges and access relevant data where it lives. This means faster querying and time to insight, all built on a solution that allows for self-service.
Join Aaron and Starburst Director of Public Sector Seth Nylund for a fireside chat exploring how Northrop Grumman and Starburst are working together to increase speed and decision velocity, and where they see opportunities to expand their partnership in the future.
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1:00PM
Lunch & Networking
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1:45PM
Keynote Presentation: Data Driven Integration and Automation Workflows to More Effectively Support Policy Implementation, Government Responsiveness and Efficient Public Services
Dean Hintz - Open Standards Product Manager - FME BY SAFE SOFTWARE
- Align your data & analytics strategy with cross-government & organization level priorities and goals
- Results driven data flows that maximize the value of your data and support cross agency integration to provide decision support information relevant to your stakeholders
- Model based data integration and automation pipelines to promote more agile information gathering and analytics adaptable for a range of applications
- A variety of critical infrastructure, public safety, environmental and disaster management application examples will be explored
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2:15PM
Discussion Group: Maximizing AI Utility in the Workplace and Avoiding Pitfalls
Dr. Napoleon Paxton - VP of Federal Technology - AI SQUARED
The widespread adoption of generative AI has excited the masses across nearly every industry regardless of company size and tenure. However, history has taught us that even the most transformative solutions can be rejected when its return on value is not clearly articulated. In this session, we will discuss the rise of generative AI, discriminative AI’s place in today’s workplace, pitfalls for AI, and how to maximize value for AI today and into the future.
Moderated by:
Dr. Napoleon Paxton, VP of Federal Technology, AI SQUARED
Contributors:
Fumin Yang, Director, Product Management | Business Intelligence & Advanced Analytics Transformation, FINRA
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2:45PM
Discussion Group: Unleashing the Potential of AI-Driven Government
- Defining the state of the possible – how mature are AI technologies currently, what are the realistic use-cases, and what is hype?
- Getting beyond the buzzword to identify what opportunities AI presents to Governmental organizations seeking to improve their delivery of services?
- Avoiding bias in data sets, algorithms, and machine learning models to ensure citizens are treated fairly & equitably
Moderated by:
Josh Martin, Former CDAO, STATE OF INDIANA
Contributors:
Dr. Delester Brown Jr., Chief Data Officer and Chief AI Officer, NATIONAL GUARD BUREAU
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3:15PM
Keynote Presentation: Growing up Together in the AI Era with Cross-Sector Partnerships
Jing Liu - Executive Director, Michigan Institute for Data and AI in Society - UNIVERSITY OF MICHIGAN
As AI transforms the research ecosystem and reshapes how organizations operate, it’s time for government, academia, and industry to rethink how they collaborate to drive innovation and serve the public good. I will share a vision and concrete examples of new cross-sector partnerships that not only implement AI to accelerate today’s R&D but also help shape a vibrant, forward-looking research ecosystem. In many ways, we are all “kids” in the AI era and face shared challenges: how to develop AI that addresses societal needs, how to implement AI to strengthen our institutions, how to prepare a future-ready workforce, and how to uphold human dignity and values in the workplace. Each sector brings unique strengths, and by learning from one another, we can “grow up” together and co-create an AI-powered future for humans to flourish.
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3:45PM
Coffee & Networking Break
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4:15PM
Discussion Group: Endless Opportunities - Capitalizing on Data Sharing Through All Sectors
- Unlock innovation, improve services, and create sustainable value
- Prioritize data gathering and analysis
- Challenges to data sharing
Moderated by:
Peter Holden, Senior Advocate, EDM COUNCIL
Kyle Morton, COO, EDM COUNCIL
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5:00PM
Welcome Reception
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8:20AM
Registration & Light Breakfast
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9:00AM
Chairperson’s Opening Remarks
Josh Martin - Former CDAO - STATE OF INDIANA
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9:10AM
Keynote Presentation: Promoting Trust in Public Sector AI: Ensuring Robust Data Integrity and Ethical AI Practices
Joah G. Iannotta, Ph.D. - Technical Director for Data and AI Governance - ABS GROUP
- Techniques for maintaining data accuracy and reliability
- Ethical AI practices in the public sector
- Building public trust through AI governance
- Balancing innovation and ethics in AI development
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9:40AM
Keynote Presentation: Collaboration is Key – Bridging Technical, Data, and Business Teams
Jennifer Luik - -
- Where do you find new potential collaborators to best enable innovation?
- What common practical, cultural, and legal issues can make collaboration difficult, and how can these be overcome?
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10:10AM
Discussion Group: The Critical Role of Upskilling: Emphasizing Ongoing Development to Bridge the Talent Gap
Moderated by:
Leigh Pence, Director Enterprise Strategy & Governance, FREDDIE MAC
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10:40AM
Coffee & Networking Break
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11:10AM
Discussion Group: Is Your Data Ready for AI?
Moderated by:
QLIK
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11:55AM
Discussion Group: The Changing Role of the CDO in the Age of AI
- Aligning data initiatives with business goals and driving innovation through AI adoption
- Understanding their roles and responsibilities in the context of AI
- Addressing security and privacy concerns
Moderated by:
Joah G. Iannotta, Ph.D., Technical Director for Data and AI Governance,
ABS GROUP
Former Acting Deputy Assistant Commissioner for Data at the Bureau of the Fiscal Service, U.S. DEPARTMENT OF THE TREASURY
Contributors:
Irena Zadonsky, Director, Data and Analytics Architecture, AMTRAK
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12:25PM
Lunch & Networking Break
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1:25PM
End of CDAO Government
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