Sell Side Ops USA 2026
March 10 - 11, 2026
JW Marriott Grande Lakes, Orlando
Ed Kelley is the Head of Derivative and Collateral Service Delivery at Truist. With over 18 years of experience in banking and consulting, Ed is able to navigate change while applying best practices to achieve results.
Day 1 | 10th March
9:35 AM Panel: Automating operational workflows: What are the AI use cases driving measurable impact in exception management, trade processing, and client service?
- Which AI/automation use cases are proving most effective in exception management and trade processing?
- How do you balance efficiency gains with the need for robust risk controls and oversight?
- What are the key barriers to scaling AI beyond pilots in cross asset sell-side operations?
- How can AI enhance the client servicing experience while reducing manual workload?
11:00 AM Panel: Driving transformation in volatile environments: How can sell side firms develop new capabilities, strengthen counterparty relationships and enhance risk frameworks to expand into new products and markets?
- How do firms expand into new products/markets while managing operational risk?
- What processes and controls are most effective for strengthening counterparty risk frameworks?
- How can operations leaders balance innovation with resilience during volatile cycles?
- What lessons can be learned from recent stress events in the market?
Check out the incredible speaker line-up to see who will be joining Ed.
Download The Latest Agenda