InvestOps USA 2019 | Worldwide Business Research (WBR) | 5 March 2019 | Innisbrook A Salamander Golf and Spa Resort, 36750 US Hwy 19 N, Palm Harbor, FL 34684, USA

Attracting over 300 leaders with representation from the biggest names on the buy side, InvestOps brings together the ‘who is who’ from the full value chain- buy side, sell side, regulators and technology providers.

Walk away with practical insights on how to best transform your operating model, address regulatory complexities, streamline front-back cross-asset workflow, exploit new data and analytics capabilities and much more.

2019 Speakers

Tobias Fritsch
Chief Operating Officer, Allianz Investment Management

Jim Kearney
Head of Investment Operations, Vanguard

Eric Bolisay
Vice President- Head of Derivatives Strategic Operations, T.Rowe Price

Marc Chandler
Chief Market Strategist, Managing Partner, Former Global Head of Currency Strategy, Bannockburn Global Forex, Brown Brothers Harriman

Uday Kiran Bolusani
Vice President, Global Product & Clearing Services, Fidelity

Dominick Chiusano
Global Head of Derivative Operations, Invesco

Matthew Cipriano
Director, Trade Operations, Campbell & Company

Estuko ‘Ekko’ Fuseya Jennings
Global Head of Operational Risk, Morgan Stanley Investment Management

Charles Kim
SVP, Head of Data Governance & Strategy, Voya Investment Management

Eric Bernstein
President of Asset Management Solutions, Broadridge Financial Solutions, Inc.

Leonora Xhekaj
Head of Operational Risk Management, Voya Investment Management

Gabriel Schofield
CSIM Technology, Charles Schwab Investment Management

Vincent Pasqualicchio
COO - Investments, American Family Insurance

Ed Selker
Director - Data Management Operations, Federated Investors

Jay Boyd
Global Application Services Technology Officer, Invesco

Ky Dong
Senior Complex Securities Specialist, Franklin Templeton Investments

Elise Bourret
Vice President, Global Investment Services, Manulife Asset Management

Marc Buonomo
Head of Asset Management Operations, Deutsche Asset Management

Katie Oliverio
Vice President Derivatives Regulation, Alliance Bernstein

Dave Winter
Head of Investment Operations, Americas, Aberdeen Standard Investments

Sonia Maloney
COO, Norrep Capital Management

Deborah White
VP Asset Operations, Aegon

Tara Mccloskey
Head of Derivatives Middle Office, MetLife

Yves Chauvin
Director, Investment Data Platform, AXA Investment Managers, Rosenberg Equities

John Roach
Principal, Director of Operations, SouthernSun Asset Management

Jeffrey Leschen
Director of Operations, Bramshill Investments

Richard Bezanson
Head of Operational Delivery, Aviva Investors

Evan Fire
CIOO & CISO, Pzena Investment Management

April Wilcox
Director, Investment Operations, CalSTRS

Charles Dwyer
Former Director, Global Technology and Operations, Independent

Russell Snow
Director Operations, State of Wisconsin Investment Board

Jenny Tsouvalis
Senior VP & Enterprise Head, Investment Reporting, Operations and Applications, OMERS

Michael Atkin
Strategic Advisor, EDM Council

Jim Keogh
Head of Operations, Brigade Capital Management

Craig Peretz
COO, CFO & CCO, Sierra Global Management

Laurie Battaglia
CEO and Workplace Strategist, Aligned at WorK

Ron Quaranta
CEO, Wall Street Blockchain Alliance

Andy Burgin
MD, Client Account Director, Accenture

Marc Mallett
Vice President, Product Management, Northern Trust

Jason Nabi
Managing Director, Global Head of Innovation, HSBC Securities Services

Herve de Laforcade
Head of Marketing, Calypso

David Nable
Managing Director and the Head of Commercial Strategy, Arcesium

Paul Chung
Vice President, Client Services, Electra

Russell Feldman
Head of Sales, CBXmarket

Paul Migliore
CEO, Citisoft

David Bates
Managing Partner, Citisoft

Liz Blake
Global Head of Managed Services, Eagle Investment Systems

Sean Lynch
Global Head of Derivatives Middle Office, J.P Morgan Asset Management

2019 Sponsors

• Accenture
• Arcesium
• Archer
• AxiomSL
• Broadridge
• Brown Brothers Harriman
• Calypso
• CBXmarket
• Citisoft
• Clearwater Analytics
• CloudMargin
• Eagle Investment Systems
• Electra Information Systems
• ETNA
• Fannie Mae
• Fidelity Corporate Actions Solutions
• FIS
• GlobeTax
• HSBC
• Kessler Topaz Meltzer & Check
• Lumint
• Meradia
• NeoXam
• Northern Trust
• RIMES
• SimCorp
• Simcorp Coric
• SmartStream
• SS&C Advent
• Taskize