Marcus Evans, the global business intelligence and events company, has announced the Investment COO Summit 2026, scheduled for September 17-18, 2026 at the Encore Boston Harbor, Boston, United States. The summit will bring together Chief Operating Officers, Heads of Investment Operations, and Heads of Back Office from leading asset management firms for two days of high-level, invitation-only dialogue focused on the future of investment operations.Now in its latest edition, the Investment COO Summit has established itself as one of the most respected closed-door forums in the asset management industry. Unlike large-scale conferences, the summit is deliberately structured to facilitate genuine peer exchange, where senior leaders can speak candidly about the operational challenges they face, compare approaches, and leave with strategies they can act on.Addressing the Industry's Most Critical Operational PrioritiesThe 2026 programme has been developed in direct response to the pressures and opportunities currently reshaping investment operations at the highest level. Six core themes will anchor the summit's content:Data Trust Imperative sits at the heart of this year's agenda. As investment firms contend with growing volumes of complex data, the ability to ensure accuracy, integrity, and accessibility across the investment lifecycle has become a strategic priority rather than a back-office concern. The summit will explore how leading firms are deploying AI and automation not as experimental tools, but as operational infrastructure.AI Value Delivery moves the conversation beyond adoption to outcomes. Attendees will examine where artificial intelligence is genuinely delivering measurable value in investment operations, and where the gap between expectation and reality still needs to be closed.Evolving Leadership, Talent and Team Capability reflects the reality that the COO role itself is undergoing a fundamental transformation. Building agile, technically fluent teams in a competitive talent environment is one of the defining challenges for operations leaders today, and the summit dedicates significant time to exploring what the next generation of investment operations leadership looks like in practice.Outsourcing with Control addresses the strategic tension that many firms are navigating as they seek to unlock efficiency through third-party partnerships while maintaining the governance and oversight their clients and regulators expect. The summit will examine how leading asset managers are structuring outsourcing arrangements that deliver genuine operational value without compromising control.Strategy-Led Transformation focuses on the architecture of change. Building operating models that are scalable, cost-efficient, and capable of supporting growth requires more than incremental improvement. This theme explores how firms are approaching end-to-end process redesign with long-term resilience in mind.Resilience Under Pressure rounds out the agenda with a focus on risk management, regulatory compliance, and sustainability reporting. As the demands placed on investment operations continue to intensify, the ability to absorb shocks and maintain performance is no longer optional.An Invitation-Only Platform Built for Senior LeadersThe Investment COO Summit operates on a model that prioritises quality of conversation over volume of attendance. Access is by invitation only, and the forum is designed to connect investment operations decision-makers with the specialist technology and service providers best positioned to support their strategic goals. Marcus Evans conducts annual assessments of attendee needs to ensure that every connection made at the summit is relevant and purposeful.The summit also serves as a critical resource for service providers and solution partners seeking direct access to senior decision-makers in the asset management space. Rather than competing for attention in a crowded exhibition hall, partners engage in structured, meaningful conversations with executives who are actively evaluating solutions. partnering, please contact Christophoros Ioannou at christophorosi@marcusevanscy.comor RSVP here NoYesFinTech StartUps10 Jun, 2026