Start the day with a candid, executive-led conversation focused on how shifting market forces are redefining client outcomes across investment operations and servicing models. Linedata leaders will examine the pressures asset managers, lenders, and service providers are navigating today—and how those forces are reshaping expectations for service, speed, and value. The panel will cut through the noise to highlight where leading firms are prioritizing change to deliver better outcomes for clients today—and what those priorities signal for the future of financial services.

Clients expect advice that feels personal—tax-aware, goal-based, and tailored—while wealth firms need consistent delivery, strong controls, and healthy margins. This panel will explore where to standardize (platforms, models, onboarding, reporting) versus where customization truly adds value (planning, restrictions, tax management, concentrated positions). We’ll discuss practical operating-model and tech choices that let firms personalize at scale without adding complexity.

Portfolio managers and their teams sit at the intersection of portfolio construction, trading, risk, and compliance—where decisions must move quickly without losing control. In this panel, Linedata leaders and industry practitioners discuss how portfolio management and trading technology support PMs and trading teams in their day-to-day workflows: improving visibility from investment intent through execution, reducing manual friction, and strengthening control across the lifecycle. The discussion will highlight where technology adds the most value at the PM and trading desk, where judgment remains essential, and how modern platforms are evolving to better support real-world portfolio and trading decisions.

Regulatory expectations and tax complexity keep evolving—and the operational burden is real. This panel will explore how firms are modernizing compliance and tax capabilities: monitoring change, translating requirements into workable controls, and partnering across legal, ops, and front office to execute consistently. We’ll also discuss how data, automation, and governance can reduce risk while keeping the client experience smooth.

Operations teams are under pressure to deliver faster service, stronger controls, and better client experiences—often with the same or fewer resources. In this panel, operations and transformation leaders will share how they’re modernizing operating models while keeping the business running, and where AI is delivering real, measurable impact today.

Cyber incidents test more than technology — they test decision-making, communications, and credibility. In this panel, industry leaders and cyber experts will unpack what it  takes to move from “we have controls” to true operational readiness: clear roles and escalation paths, practiced response playbooks, and the ability to keep critical operations running under pressure. We’ll share lessons learned from experiencing a cyber event firsthand —  What began as a response to a crisis became an opportunity to fast-track modern, cloud-based capabilities that materially improved client resilience and day-to-day operations. We invite peers to discuss where the industry can support one another through better intelligence sharing, coordinated response, and higher expectations across the third-party ecosystem. The goal: emerge stronger, recover faster, and earn greater trust when it matters most.