InvestOps USA 2024 | Worldwide Business Research (WBR) | 11 March 2024 | JW Marriott Orlando, Grande Lakes, 4040 Central Florida Pkwy, Orlando, FL 32837, USA

New digital transformation trends, continued growth in alternative investments and further shortening of settlement cycles are just some of the changes requiring you to re-think your operations set-up.

Find out how to best navigate and thrive in these evolving market conditions by joining the world’s largest Investment Operations conference. Benchmark with the most influential COOs and Heads of Investment Operations from leading buy side firms and gain practical insights on:

• Streamlining your operational workflows to drive process optimisation and reduce operating costs
• Expanding your operational capabilities to support the growth in private markets investments
• Capitalizing on disruptive AI and ML technologies to accelerate your digital transformation journey
• Laying the data foundations to support advanced analytics that deliver insights driven business value
• Keeping pace with regulatory changes impacting your front-to-back and cross-asset operations to ensure compliance

Benefit of attending:
• Build a next-generation operating model to streamline operational workflows, reduce risk and ensure compliance in today’s fast-moving marketplace
• Leverage the latest technologies to transform front-to-back cross-asset operations’ capabilities to minimise costs and boost profit margins
• Build an advanced data management and analytics infrastructure to enable strategic decision-making and boost operational efficiencies
• Stay ahead of the curve in emerging market trends such as ESG & Alternatives

2024 Speakers

BUY SIDE ADVISORY BOARD:

COO of Global Investment Operations
Blackrock

Michael Reger
Head of Global Investment Data Management & Operations, Vanguard

Cinda Whitten
Global Head of Investment Operations, Nuveen

Chris Kuehne
SVP - Global Head of Investment Operations, Asset Management, Northern Trust Asset Management

Lou Rosato
Director - Investment Operations, Global Business Strategy & Relationship Management, Blackrock

Evan Fire
COO, Pzena Investment Management

Uday Kiran Bolusani
VP Global Middle Office, Fidelity Investments

Vince Pasqualicchio
COO Investment Operations, American Family Insurance

Russell Newman
Former COO, Rothschild

BUY SIDE SPEAKERS:

Olga Sudvarg
COO Data, Invesco

Yinghua Michelle Zhou
Chief Data Officer, Nuveen, a TIAA company

Candy Shaw
Senior Managing Director, Deputy Chief Investment Officer & Chief Operating Officer, Sun Life Capital Management

Stephen Gouthro
Global COO, Mercer Investment Solutions

Ron Robertson
Managing Director, Global Head of Investment and Distribution Services, Invesco

Andrew Onslow
Global Head of Investment Management Operations, Morgan Stanley Investment Management

Michael Woodall
COO, Putnam Investments

Allison Tanenbaum
Global Head of Trading Operations, Apollo Global Management

Dale Sang
Chief Technology and Operations Officer, MacKay Shields

Kevin Khokhar
Head of Investment Funding Solutions, T. Rowe Price

Grace Kang
Head of Investment Operations, Boston Partners

Steve Wisneski
SVP Operations Strategy, Franklin Templeton

Walter Joyce
Head of Investment Services, TIAA

Mike Leader
Head of Investment Operations, CPP Investments

Eric Bolisay
Managing Director, Head of Derivative Operations, Nuveen, a TIAA company

Jeff Ryan
Director Process Automation COE, Blackrock

Jesse Robinson
Head of Investment Operations, Lord Abbett & Co.

Charlie Teeple
Managing Director, Credit Operations, HarbourVest

Jake Walker
COO - Client and Product Solutions, Apollo Global Management

Stephen Luksteid
Director, Global Middle Office, Franklin Templeton

Jeff Lambert
VP Investment Operations, Dimensional Fund Advisors

Brian Fruh
Chief Information Officer, Impax Asset Management

Laura Jacques
Vice President - Trade, Derivative & Loan Operations, Fidelity Investments

Brad Kirk
Vice President, Investment Management, Mackenzie Investments

Joe Volman
SVP Head of Investment Administration, Northern Trust Asset Management

Amy Schulz
Director Investment Strategy, Northwestern Mutual

Matthew Nelson
Chief Operating Officer, Nomura Private Capital

Chris Maizys
Managing Director, Head of Client On Boarding, JP Morgan Asset Management

Alaka Mishal
Head of Investment Technology, Northwestern Mutual

Ashish Shah
Director Investments Management Technology, American Century

Darren Hodges
Chief Operations Officer, Wealth Corporate, Commercial and Institutional Banking (WCIB) Operations, US Bank

Bob Kurinsky
COO/CFO, Driehaus

Jeff Coleman
Head of Investment Operations, Mercer

Joshua O'Brien
Managing Director, Head of Investment Operations, Strategic Investment Group

Jeff Kazen
Head of Operations and Technology, Altrinsic Global Advisors

Aruna Parthiban
SVP Operations, Goldman Sachs Asset Management

Sara Poldaas
Director, Portfolio Services, Mawer Investment Management

Ken Slovin
SVP Head of Global Operations, Ariel Investments

Tim Kelly
Director of Operations, Driehaus

Victor Dituro
Executive Director, Global Investment & Research Data, JP Morgan Asset Management

Kelly Branco
Chief Compliance Officer, Tremblant Capital

Nick Padgen
Principal Head of Operations, Pzena Asset Management

Ky Dong
Strategic Consultant - Investment & Trade Client Services, Franklin Templeton

Stephanie Withers
Head of Investment Operations, W.K. Kellogg Foundation

Ned Moreland
Business and Investment Strategy, Vanguard

Ambika D`souza
Former, T .Rowe Price

Mike Maxwell
Director of Operations, Brown Advisory

Jennifer Weber
Director - Investment Operations, Principal Global Investors

Sheetal Patel
Global Head of Investment Data Systems, Vanguard

Rachel Connell
Director, Business Analysis, Fidelity Investments

Serge Todorovich
Chief Compliance Officer & General Counsel, Shenkman Capital Management

Michael Fastert
Chief Operating Officer & Chief Legal Officer, TIG Advisors

Gary Nussenbaum
Chief Administrative Officer, Fiera Capital

Greg Halper
Head of Investment Operations Transformation, American Century Investments

James Watson
Global Investment Management Services, Franklin Templeton

Gregory Vilkin
CFO & CCO, Upper90 Capital Management

Justin Palmer
Global Head of Strategic Change Initiatives & Transformation, Barings

Nichole Graveen
Head of Investment Operations – Americas, Morningstar Investment Management

Patrick Wolcott
COO, Kennedy Capital

GUEST SPEAKER:

Frank Emerson
Policy Consultant & Professor, Former CIA and The Citadel

INDUSTRY EXPERT MODERATORS:

Mike Meriton
Co-Founder, EDM Council

Charlie Dwyer
Consultant, Cutter Associates

Gavin Little-Gill
Industry Expert, Independent

Audrey Blater
Head of Risk and Financial Markets Regulation, Coalition Greenwich

Mike Koegler
Managing Principal & Co-Founder, Market Alpha Advisors

Sarah Simmonds
Director, Head of Operations Practice North America, Alpha Financial Markets Consulting

Michael Campbell
CEO, Cosmos Technology

James Kearney
Former Head of Investment Operations, Independent

Cindy Castellano
CEO, Cutter Associates

Ross Tremblay
Managing Director Capital Markets, Accenture

SELL SIDE & SOLUTION PROVIDER SPEAKERS:

John Lehner
President, Fundguard

Mark Aguilera
Founder & CEO, TorreBlanc

Matt Moeser
Founder & CEO, Continuus Technology

Mahesh Narayan
Institutional Asset Management Segment Head, Arcesium

Roy Saadon
CEO and Co-Founder, AccessFintech

Mark Davis
SVP, Head of Strategy, FIA Tech

David Kirby
Managing Director, Global Head of Bank & Broker Dealer Coverage, DTCC

Harald Collet
CEO & Co-Founder, Alkymi

Damian Handzy
Managing Director - Analytics Division, Confluence

Harpulak Bahadur
CEO & Founder, Intellimation AI

Bob Moitoso
Head of Asset Management, Linedata

Christopher Farrell
Head of US and Global Head of Strategy, Finbourne

Kevin Welch
Principal, Brown Brothers Harriman

Scott Bevier
Managing Director, Head of Investment Operations Solutions Sales, J.P. Morgan

KY Chong
Acting Head of TradeNeXus, TradeNeXus

Bradley Killinger
CEO, Sapience Analytics

Jason Yule
VP of Sales, WTax

Matt Gray
Investment Accounting and Operations, SimCorp

Bill Ruvo
Business Development, Capital Markets, Equinix

Patrick McKenna
Chief Revenue Officer, Kurtosys

Jack Dahlstedt
SVP Global Head of Alpha Sales and Solutions, State Street

Tara Taylor
Managing Director, Head of StreetFX Sales, North America, State Street

Jeff Zoller
Director, Head of US Fund Services, BNP Paribas

John Joseph
Head of Sales Engineering, North America, Xceptor

Kristin Hochstein
Global Head of Pricing & Reference Services, London Stock Exchange Group

Ben Simmers
Senior Director, Solutions Consulting & Solutions Management, SS&C

James Pike
Head of Business Development, Taskize

Suren Sankar
Managing Director, Global Custody Product and Head of Ecosystem and Disruptive Technology Strategy, State Street

Gabino Roche
CEO & Founder, Saphyre

Matt Weisman
VP, Business Development, Arcesium

Steve Fazio
CPO, Access Fintech

Chris Daur
Head of Buy-Side Sales Relationships, Access Fintech

Rory Gaston
Group Managing Director, Saragossa

Jeremy Katzeff
Vice President, Head of Buy Side Solutions, GoldenSource

Richard Ernesti
Managing Director, Senior Client Executive Securities Services, Citi

Salomon Gagne
Director, FINARCH

Phillip Andriyevsky
Principal, Asset and Wealth Management Data and Analytics Leader, Ernst & Young LLP

Keith Caplan
Principal, Wealth & Asset Management Consulting Services, Ernst & Young LLP

Jon Ruggiero
Chief Technology Officer, Ridgeline

Jack Lynch
Head of Strategy, Ridgeline

John Trapani
Global Industry Leader, Financial Services, Appian

John Desmond
Head of Investment Operations Outsourcing – Service and Delivery, North America, Northern Trust

Christopher Napoli
Head, Wealth & Asset Management Strategy, Snowflake

Steve Taylor
Global Head of Data Platforms & Eagle Software, BNY Mellon

Sam Showah
VP, Head of Multi-Asset Products, Asset Management Solutions, Broadridge

Eric Lapham
Head of Asset Management Sales, SimCorp

Adam Watson
Global Head of Commercial Product for Custody, BNY Mellon

Jeff McCarthy
Asset Management Specialist, SimCorp

Troman Treyes
Product Manager, Post Trade Solutions, Bloomberg

Patrick Walsh
Global Head of Content Management, Rimes

Igor Kaplun
Executive Director, Business Development, S&P Global Market Intelligence Cappitech

Jatan Pathak
Senior Product Manager, Corporate Actions, S&P Global Market Intelligence

Aron Ponticelli
Managing Director, INDATA

Jarett Sena
Director of Litigation Analysis, ISS Securities Class Action Services

2024 Sponsors

PRINCIPAL SPONSORS:
• AccessFintech
• Aladdin by BlackRock
• BNY Mellon
• Brown Brothers Harriman
• Citi
• EY
• FundGuard
• Linedata AMP
• Northern Trust Corporation
• S&P Global Market Intelligence
• Saphyre
• SimCorp
• SIX Financial Information
• Snowflake
• State Street
• 3forge
• Accelex
• Accenture
• Acuity Knowledge Partners
• Adenza
• Alkymi
• Alpha Financial Markets Consulting
• Appian
• Arcesium
• Archer
• AutoRek
• Axoni
• Battea Class Action Services
• BestX
• Bloomberg
• BNP Paribas
• Broadridge Financial Solutions
• Cassini
• Castle Peak Associates
• Charles River
• Clearwater Analytics
• Cognizant
• Confluence
• Continuus Technologies
• Curium Data Systems
• DTCC
• Duco
• eClerx
• Equinix
• EZOPS
• FactSet
• Fenergo
• FIA Tech
• Financial Recovery Technologies
• Finarch
• Finbourne Technology
• FIS
• Fundipedia
• Fund Recs
• FX Connect
• Global Tax Recovery
• GoldenSource
• Grandview Analytics
• Gresham Technologies
• HUB
• Indata
• Indxx
• Intellimation.ai
• ISS Securities Class Action Services (ISS SCAS)
• J.P. Morgan Securities Service
• JPSB Group
• Kurtosys
• LSEG
• Meradia
• Mirae Asset Securities (USA) Inc
• Murex
• NeoXam
• Olmstead Associates
• Preyer
• QUODD
• RBC Investor Services
• Ridgeline
• RIMES
• Sapience
• Saragossa
• SS&C
• STP Investment Services
• Taskize
• Temenos Multifonds
• TorreBlanc
• TradeNeXus
• Ultimus Fund Solutions
• Verity
• WTAX
• Xceptor