AssetOps Digital New York schedule

• Scaling AI is the only path to real ROI 
  Pilots and proofs of concept won’t move the needle—sustainable value only comes when AI is embedded at scale across the enterprise. 

• Success is 80% foundations, 20% algorithms 
  The differentiator isn’t the model itself, but the strength of the data, governance, and operating model that support it. 

• Shift the mindset: data is infrastructure, not plumbing 
  Data is no longer a back-office chore—it’s a strategic asset and a catalyst for modernizing how the entire enterprise operates. 

• Build an operating model that links strategy to value 

• Integrate data, technology, and business functions into a single operating fabric. 

• Establish guardrails—governance, KPIs/OKRs, and financial discipline—that accelerate rather than slow innovation. 

• Manage change purposefully, ensuring adoption, trust, and business alignment at every step 

• 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  

Moderator:

Rene Madden, CEO and Founder, Elevare Dynamics LLC 

Speaker: 

Vincent Pasqualicchio, Investments Chief Operations and Technology Officer, American Family Insurance 

Speakers: 

• Lauren Manchester, RVP of Sales, Ridgeline 

• Jana Roberts, Investment COO, Eagle Capital Management, LLC 

• 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

Moderator:

David Teten, Venture Partner, Orange Collective  

Speaker: