AssetOps Digital New York schedule

• Examine how asset managers can structure data operating models to ensure accessibility, quality, and governance fit for AI adoption 

• Explore strategies to break down silos, streamline data pipelines, and embed scalability and agility across operations 

• Discuss how operating models must evolve to balance innovation with compliance, security, and business value delivery

• 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 

Panelists: 

Andrew Cinquina, Head of Compliance Technology, Point72 

• 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 

• 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

Panelists:

• Jess Baker, Head of Data Governance, CBRE Investment Management 

• Chris Chung, Chief Operating Officer, Bayview Advisors LLC 

• 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

• 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

• 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?

Moderated by: 

Leigh Pence, Director Enterprise Strategy & Governance, FREDDIE MAC

Moderated by: 

QLIK

• 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