Navigate'26

Shape What
Comes Next

AI is moving from experimentation to enterprise adoption. At NAVIGATE’26, you will join the GoldenSource community to explore how trusted, governed and contextual data can help turn that potential into practical value across capital markets.

Hear the GoldenSource vision, get a first look at the next wave of product innovation, go deeper into the challenges most relevant to your firm, and connect directly with peers and GoldenSource experts.

Why Attend?

See What's Next

Discover how GoldenSource is advancing trusted AI, total portfolio intelligence and modern capital markets data management.

Go Deeper

Explore practical challenges through plenary sessions, buy-side and sell-side deep dives, and pre-booked expert conversations.

Connect with the Community

Learn from client success, exchange ideas with peers and build relationships across the GoldenSource ecosystem.

Program at a Glance

Where Trusted Data Becomes the Future of AI

4 NOV WEDNESDAY, DAY 01

13:00 - 17:00

Meet-the-Expert Sessions

Pre-booked product and use-case deep dives, structured as 1:1 or small-group conversations with GoldenSource SMEs.

18:00 - 21:00

GoldenSource Community Evening

Meet fellow delegates in an informal and relaxed setting to kick off the summit.

5 NOV THURSDAY, DAY 02

Vision & Innovation

9:00 - 10:00

Registration and Welcome Breakfast

10:00 - 10:15

CEO Welcome and Vision

10:15 - 10:45

InvestOps Panel

How to Build an AI-native Operations Function - Separating Strategic Reality from the Hype

10:45 - 11:45

GoldenSource Product Innovation Roadmap

11:45 - 12:45

Lunch

Deep Dive

12:45 - 13:25

BUY-SIDE

Total Portfolio Intelligence with AI: Connecting Funds, Markets and Custodians

SELL-SIDE

Valuations: Observability and Lineage in the AI Era

13:35 - 15:15

BUY-SIDE

Scaling with AI : Product Launches and Data Change Intelligence

SELL-SIDE

Private Credit Valuations: Mastering Unstructured Data in Illiquid Markets

14:25 - 15:05

BUY-SIDE

AI Benchmark: Use Cases, Risks and Readiness

SELL-SIDE

Entity ID Resolution: AI-Powered Enterprise Intelligence

Client Success

15:30 - 16:00

GoldenSource Innovation Award

16:00 - 16:30

Keynote Speaker

16:30 - 16:40

Closing Remarks

16:40 - 19:00

Skyline Reception

Cocktails & Networking

Speakers & Contributors

Industry leaders, innovators and GoldenSource experts shaping the future of financial data.

James Corrigan

CEO

Marc Mallett

Chief Commercial Officer

Swati Tyagi

Chief Product Officer

Jesper Cordes

Chief Customer Officer

Terry Flynn

MD, North America and APAC, GoldenSource

Amit Choudhary

Head of Buy-Side Solutions

Charlie Browne

Head of Sell-Side Solutions

Jeremy Katzeff

CFA, Head of Partnerships

Rory Pilbrow

Conference Director, InvestOps

MEDIA PARTNER

Official Media Partner: InvestOps

InvestOps will co-lead the interactive Buy-Side AI Benchmark session.

The collaboration will use live polling and facilitated discussion to surface market insight on AI priorities, readiness and risk.

NAVIGATE’26 official sponsor

VENUE

One World Trade Center,
New York City

VENUE DETAILS

Conference

Well& by Durst, One World Trade Center

Skyline Reception

ONE Dine at One World Observatory

Address

285 Fulton St, New York, NY 10007, USA

The GoldenSource Innovation Award

Recognizing firms and leaders who are pushing the boundaries of data governance, system modernization, and trustworthy AI adoption in financial services.

Frequently Asked Questions

Who is NAVIGATE’26 for?

GoldenSource clients and invited members of the GoldenSource partner and industry community.

When and where is the event?

4-5 November 2026 in New York City. The conference will be held at Well& by Durst at One World Trade Center.

How do I request a Meet-the-Expert session?

Select your preferred topic during registration. Your GoldenSource Account Manager will contact you to discuss your priorities and schedule an available time slot.

Can more than one person from my firm attend a Meet-the-Expert session?

Yes. Sessions may be structured as 1:1 or small-group conversations, subject to confirmation.

How do I select my breakout sessions?

Choose your preferred track and session during registration. Preferences will support planning and are subject to capacity.

What should I do if I have dietary or accessibility requirements?

Include the details in your registration form so the event team can make appropriate arrangements.

Who should I contact with questions?

Christopher Goodreds

Will photography or filming take place at NAVIGATE’26?

Yes. GoldenSource will capture photography and video during the event for use in marketing, social media and future event promotion. By attending, you accept that you may appear in this material. If you would prefer not to be filmed or photographed, tell a member of the GoldenSource team at the registration desk and we will do our best to accommodate you.

Join the GoldenSource community in New York to see what is next, go deeper into the challenges shaping your business and connect with the people helping move the industry forward.

NAVIGATE’26

Shape What
Comes Next