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Optimizing technology and data approaches within client-centric operating models

16 September 2025, 8 am-9 am CST / 10 am-11 am EST / 2 pm -3 pm BST/ 3pm - 4 pm CET

In the search for ongoing performance improvements in investment operations, insurance investment offices and third-party management groups are turning to holistic decision making, building customized frameworks of fit for purpose technology and data stacks with the goal of consistently delivering better outcomes for stakeholders and clients.

Join our expert panel of insurance and third-party investment management leaders as we discuss:

  • Approaches taken to holistic decision making and the vital connection between internal and outsourced stakeholders
  • Exploring individual roles in achieving operational efficiency
  • Addressing the challenge through technology of managing liquid and illiquid asset classes as part of one operational framework
  • Combatting or embracing data silos
  • Automation and AI – what learnings cam be taken from related sectors and applied to investment office operations
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Sunita Thornton

Head of Investment Operations Transformation, Just Group

Mark Gillan

Head of Investment Operations, Scottish Widows

Mike Snow

Head of Investment Technology & Services, Loomis Sayles & Company

Fredrick Miles

Head of Performance Optimization and Change, Rimes

Rimes is an enterprise data management partner to the global investment community. Driven by our passion for solving the most complex data problems, we provide our clients with investment intelligence that powers more than 50 trillion in AUM annually. The world’s leading institutional investors, asset managers and service providers rely on Rimes to help them make better investment decisions using accurate information and industry-leading technology. Headquartered in New York and London, Rimes services its global clients through offices in Europe, the Americas and Asia Pacific.