Sell Side Ops USA 2026

March 10 - 11, 2026

JW Marriott Grande Lakes, Orlando

Ted O'Connor

Ted O'Connor

Head of Sell Side Sales Arcesium

Day 1 | 10th March

10:35 AM 360 Panel: Building Standardized Operational Metrics: How can industry best collaborate to create shared operational standards and metrics to boost market wide performance and promote greater transparency?

  • What common KPIs should the industry adopt to measure post-trade operational performance?
  • How can Sell Side firms collaborate with peers, custodians, and infrastructure providers to set standards?
  • What role can industry utilities play in driving standardization?
  • How can shared metrics improve transparency and build trust with buy-side clients? 

12:00 PM Fireside Chat: Vendor Engagement and Fintech Adoption: How can vendors and fintech partners better collaborate with sell-side firms to deliver scalable solutions without adding fragmentation?

  • How can firms avoid market and process fragmentation when adopting fintech solutions across asset classes?
  • What operational frameworks best support long-term, scalable vendor partnerships?
  • How do you evaluate when to build in-house vs. buy from external providers?
  • How can vendors and sell-side ops co-innovate to address rising regulatory and client pressures? 

Day 2 | 11th March

9:25 AM Fireside Chat: Legacy System Migration: How can you best manage the transition away from legacy tools and successfully integrate modern technology infrastructures to support future operational processes?

  • What are the biggest risks in transitioning away from legacy systems?
  • How can firms phase migrations without disrupting business continuity?
  • What strategies ensure new infrastructures are future-proof and scalable?
  • How can you secure buy-in and manage change across global teams? 

Check out the incredible speaker line-up to see who will be joining Ted.

Download The Latest Agenda