Thursday, March 19, 2026
11:30 AM – 12:30 PM
Operational risk continues to be a critical focus area for investors, consultants, and investment managers as regulatory scrutiny increases and operational complexity grows. A well-designed operational due diligence program can help identify, assess, and mitigate operational and business risks that may impact performance, governance, and long-term sustainability.
Join us for this discussion on applying a risk-based approach to operational due diligence, where we will explore how firms can move beyond checklist-based reviews to more targeted, actionable insights.
Agenda items include:
- Defining operational risk
- Assessing and mitigating operational risk
- Using tailored internal risk scores
- Key inputs that drive risk scores
This session is designed for investment professionals, asset owners, consultants, compliance leaders, and operations teams seeking a clearer, more consistent way to evaluate and manage operational risk within their due diligence and oversight processes.
Presenters:
- Thomas Peters, Director, Investment Industry Group
- Jennifer Kreischer, Director, Investment Industry Group
