Tampa Marriott Water Street
Tampa Marriott Water Street, 505 Water St, Tampa, FL 33602, USA

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Event Date Mon Mar 28 EDT - Wed Mar 30 EDT (in 2 months)
Location Tampa Marriott Water Street
505 Water St, Tampa, FL 33602, USA
Region Americas

As the biggest buy side investment operations conference, only at InvestOps can you learn from, network and collaborate with North America’s leading COOs and Heads of Investment Operations as they share practical insights for:

• Building a next-generation operating model that streamlines your people, processes and technology and boosts operational efficiencies
• Implementing the latest front-to-back cross-asset operations capabilities to meet new regulatory demands, minimize costs and boost your profit margins
• Building advanced data management infrastructures that enable strategic decision-making to support your alpha generation and cost reduction initiatives


2022 Speakers

Lou Rosato
Global Investment Operations, Industry Engagement & Strategy, BlackRock

Anthony Mirabile
MD, Regional Head of Investment Management, Goldman Sachs Asset Management

Darryl Cornelius
VP & Head of Regulatory Projects, State Street Global Advisors

James Kearney
Principal, Global Investment Operations, Vanguard

Melanie Seymour
Global Head of Client Services, BlackRock

Eric Bolisay
VP, Global Head of Derivatives Strategic Operations, T.Rowe Price

Vincent Pasqualicchio
COO, Investment Operations, American Family Insurance

Evan Fire
COO, Pzena Investment Management

Vinod Jain
Senior Analyst, Aite Group

Sonia Maloney
Director, Strategy & Operations, Canada Pension Plan Investment Board

Michel Finzi
Senior Managing Director, Head of Investment Engine Platform, Enfusion

Sergio E. Capanna
Director, Product Management – Head of Asset Management, Calypso Technology Inc

Brett Schechterman
Managing Director, Global Head of Business for thinkFolio, IHS Markit

Charles Dwyer
Former Director, Global Technology and Operations, Deutsche Bank

Kurt Hangaard
COO, BankInvest

Jeff Fried
Director of Product Management, System Development, InterSystems

Terry Flynn
Head of Sales and Product Management, SimCorp North America

Debbie Williams
Director, Data Strategy, BNY Mellon

Steve Gauthier
Vice President, Corporate Development, Finance Montreal

Benoît Larouche
Director, New York, Invest Quebec International

Ian Brodie
Vice President, Global Optimization Program, Manulife

Vanessa Cuozzo
Senior Vice President, Head of Americas Business Development, BBH Investment Operations

Ivan Saldanha
Senior Advisor Special Projects, BNP Paribas Canada, Former COO, BNP Paribas Canada

Debbie Mercer-Miller
Head of U.S. Custody Product Mgt. & U.S. Securities Country Manager, Citi

John Abel
Executive Director, Clearance and Settlement, Product Management, DTCC

Michele Pitts
North America Global Custody Product Management Head, Citi

Gabino Roche
CEO & Founder, Saphyre

Eric Lapham
Senior Vice President of Investment Management, Clearwater

John O’Hara
Chief Executive Officer, Taskize

Eric Bernstein
President, Broadridge Financial Solutions

Susan Hudson
Global Head of Regulatory Management, UBS Asset Management

Paul Fahey
SVP, Head of Investment Data Science, Asset Servicing, Americas, Northern Trust

Gary Paulin
Global Head of Integrated Trading Solutions, Northern Trust Capital Markets

Greg McCall
President & CFO, Equity Data Science

Steve Boehm
Chief Operating Officer, Barings

Alex Strekel
Director of Investment Management Solutions, Clearwater Analytics

Suraj Poozhiyil
Head of Product, Clearwater Analytics

Brad Foster
Partner, Cloud Advisory, Atos

Jonathan Fernando
Vice President Onboarding, Wellington Management

Mary Beth Loverdi
SVP - Digital Analytics, Northern Trust

Adam Brohm
Global Investment Data Management, Vanguard

Marc Wright
Head of Data Strategy & Operations, Russell Investments

Terri Messina
Managing Director, Global Head of Operations for Investment Operations, BNY Mellon

Kate Chatzopoulos
Head of Operations Workflows, Symphony

Pat Egan
Senior Product Manager, Data Platform, Charles River Development

Rob Dupre
Product Owner, Data Warehouse, Charles River Development

Angelo Tomaino
Product Manager, Enterprise Data Management, Charles River Development

Frank Smietana
Senior Content & Communications Manager, Charles River Development

Brittany Garland
Executive Director, Product Manager for the Counterparty Manager, IHS Markit

Jim Kearney
Principal, Global Investment Operations, Vanguard

Greg Julich
Vice President, Prudential Financial

Martha Fee
Chief Operating Officer, Northern Trust Asset Management

Brian Marsh
Director, PwC

Katherine Oliverio
Vice President Operations, Alliance Bernstein

Steven Wisneski
SVP Head of Operations Strategy, Franklin Templeton

Jason Pandolfo
Vice President, Head of Global Securities Accounting & Operations, MetLife

Mike Tumilty
Global Chief Operating Officer, Standard Life Aberdeen

Marlon Surdi
Global Head of Digital Investment Operations, Goldman Sachs

Ed Selker
Head of Enterprise Data Operations, Federated Investors

Stephane Janin
Head of Global Regulatory Development, AXA Investment Management

Adam Brohm
Global Investment Data Management, Vanguard

Vincent Pasqualicchio
COO, Investment Operations, American Family Insurance

Marc Buonomo
Head of Investment Operations, DWS

Greg Turner
Head of Operations, Legal & General

Tom Shea
Global Head of Middle Office, Manulife

Kamala Anantharam
Managing Director-Global Head of Internal Audit, Lazard

Matthew Kelly
SVP Global Head Digitization & Automation, Northern Trust Asset Management

Sponsors & Partners

2022 Sponsors

• AlphaCentrix
• Archer
• Arcesium
• AutoRek
• Broadridge
• Cassini Systems
• Citibank
• Clearwater Analytics
• Curium Data Systems
• Endava
• Genesis
• GlobeTax
• Intersystems
• ISS Securities Class Action Services (ISS SCAS)
• Linedata
• Northern Trust
• Saphyre
• SimCorp
• SS&C
• State Street
• STP Investment Services
• Taskize
• Temenos