TorreBlanc Hosts Panel at InvestOps USA 2025 on Driving Transformation

Orlando, FL - On March 10th 2025, at InvestOps USA, our CEO and Head of Advisory Practice, Mark Aguilera, moderated a panel on Driving Transformation: Front to Back vs. Best of Breed Providers. Discussion topics centered on how firms can assess which technology platforms and tools are best equipped to support trading strategies and how can you scale capabilities to further streamline the trade lifecycle.
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Discussion Questions:

• What are the major considerations when evaluating front to back trading platform vs building more bespoke post trade capabilities and systems?
• What are the decision factors for a transformation approach when considering Front-to-Back (F2B) vs Best-of-Breed (BoB) platforms?
• The vendor landscape has accelerated its evolution when it comes to product capabilities in recent years. What are some observations you have made as it relates to vendor product offering and interoperability.
• Can front-to-back platforms truly support a multi asset trading strategy without any specialist systems servicing more complex asset classes?

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Panelists

• Managing Director, Investment Operations, BlackRock
• Associate Director – Enterprise Architecture, Principal Asset Management
• Vice President Trade Operations, Fidelity Investments
• Head of Clearing and Securities Services Strategy and Market Solutions, DTCC
• Head of Data & Analytics, Clearwater Analytics
• Moderator: Mark Aguilera – CEO and Head of Advisory Practice, TorreBlanc

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Is your firm running into challenges in your current transformation or perhaps starting your transformation journey? Whether you are doing a full front-to-back transformation or a modular conversion, reach out to us. We assist firms with their journey so that at the end of it, they are positioned to be competitive in the current investment management landscape.

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