Webinar: Reality of Modernizing Investment Operations

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Is front-to-back interoperability truly achievable?

From AI pilots to API overhauls, investment operations are under pressure to modernize. But amidst the hype, firms are still struggling with real integration issues, legacy systems, and data limitations.

Meradia and FundGuard invite you to explore what’s real, what’s aspirational, and what steps can be taken today to future-proof investment operations.

Scroll below for the agenda.

Event Details

Date: September 16, 2025

Time: 11 a.m. EDT

Location: Online (link to be provided following registration)

Who Should Attend?

The agenda is designed for tech, data and ops leaders across the global asset management ecosystem, including:

COOs, CTOs, Heads of Investment Operations
Data & Architecture Leaders
Tech/Operations Strategy Leads
Vendor Management & Systems Integration Pros

Agenda below.

Agenda

The webinar panelists will unpack the complexities behind system integration and the operational readiness required to adopt and adapt to industry innovation.

Is AI Ready for Ops or Is Ops Ready for AI?
Understanding the role of clean data, process clarity, and scalable systems before diving into AI.
APIs, Interoperability & the Cloud:
Why modern tools don’t always mean easier integration and what needs to change.
Panel Insights from Industry Experts: Real-world examples from asset managers and service providers navigating transformation efforts.

This will be a virtual panel designed to foster open dialogue and challenge assumptions – with the goal of identifying real, scalable paths forward for the industry.

Please RSVP to reserve your virtual seat.