SIFMA Operations Conference & Exhibittion 2024 | Securities Industry and Financial Markets Association (SIFMA) | 15 September 2024 | Marriott Marquis San Diego Marina, 333 W Harbor Dr, San Diego, CA 92101, USA

For more than 50 years, this event has gathered operations and technology leaders from across the capital markets. Together, we share perspectives, discuss industry-leading initiatives and explore cutting-edge solutions to become future-ready.

Our Ops 2024 program will examine settlement acceleration, both globally and post-T+1 implementation. We will also discuss lessons learned from T+1 and how firms have leveraged the transition as an opportunity to innovate, adopting new technology and streamlining operations across the entire trade lifecycle.

We will also dive into other mission-critical priorities with forward-looking discussions on:
• The Market Infrastructure of the Future
• AI and Machine Learning
• Operational Resilience
• Treasury Clearing
• Impact of the U.S. Elections on Financial Services
• Digital Assets
• Operating Models: Convergence of the Sell-Side and Buy-Side

2024 Speakers

Kenneth E. Bentsen, Jr.
President and CEO, SIFMA

John Dalton
VP of Research, Fidelity Center for Applied Technology, Fidelity

Debra Guarino
Managing Director, BNY Pershing

Don Henderson
Chief Technology Officer, BetaNXT

Frank La Salla
President and CEO, DTCC

Erin McCourt
Managing Director, Operations, Morgan Stanley

Chris Perry
President, Broadridge

Louis J. Rosato
Managing Director, Investment Operations Group, BlackRock

Joseph L. Seidel
Chief Operating Officer, SIFMA

Matthew Stauffer
SVP, Head of Back Office Solutions, FIS

Diane Swonk
Chief Economist, KPMG US

Tonya Tyson
COO, Truist Investment Services and Truist Advisory Services

John Abel
Executive Director, Clearance and Settlement, DTCC

Saima S. Ahmed
Executive Vice President and General Counsel, SIFMA

Larry Bajek
Vice President, Wealth Solutions, Broadridge

Roy Ben-Hur
Managing Director, Risk & Financial Advisory, Deloitte

Matt Billings
VP of Brokerage and President, Robinhood Financial & Robinhood Securities

Lisa Bleier
Head of Wealth Management, Retirement and State Government Relations, SIFMA

Vic Chakrian
SVP, Financial Market Infrastructure, Federal Reserve Bank of New York

Kelly Cornwell
Transfer of Assets Product Owner, Vanguard

Frederic Crosnier
Global Head of Operations, JPMorgan Asset Management

Susan Crozier
Head of Securities Processing Solutions, FIS

Charles DeSimone
Deputy Head of Technology, Operations, and BCP, SIFMA

John Ferrara
Vice President, Operational Strategy, Fidelity Investments

Mike Fiscella
Managing Director and Global Head of Firmwide Operations, Jefferies

Mara Gauger
Senior Manager, Deloitte Advisory

Ellen Greene
Managing Director, Equity and Options Market Structure, SIFMA

Michele Hillery
General Manager, Equity Clearing and Settlement, DTCC

Lindsay Jackson
Partner, Morgan Lewis

Laura Klimpel
Head of Fixed Income and Financing Solutions, DTCC

Demetrios "J" Koutros
Vice President, Operations, Procedures and Standards, FINRA

Anuj Mallick
Principal, EY

Lori Messer
Global Head of Business and Client Services, RBC Capital Markets

Sanjiv Nathwani
Chief Executive Officer, Cambridge Technology Financial Services

Elisa Nuottajarvi
Vice President, Asset Management Group, SIFMA

Evan Oliveaux
Vice President, Operations and Services Group, Fidelity Investments

Aruna Parthiban
VP, Market Solutions, Goldman Sachs Asset Management

Michele Pitts
Managing Director, Head of NAM Custody Product Strategic Initiatives, Citi

Tom Price
Senior Advisor, Technology, Operations, and Business Continuity, SIFMA

John C. Roeser
Managing Director and Chief Counsel, Charles Schwab

Peter Ryan
Head of International Capital Markets and Strategic Initiatives, SIFMA

Ramprasad Sandilya
Vice President, Client Solutions, Broadridge Wealth Management

Cindy Schreiner
Head of US Wealth Management Operations, RBC

David S. Shillman
Associate Director, Division of Trading & Markets, SEC

Tom Sullivan
Managing Director, Societe Generale

Christopher Thiebaut
Director, Corporate Actions, BlackRock

Lee Thoresen
Senior Counsel, Head of Regulatory and Transactional, RBC Wealth Management

Robert Toomey
Head of Capital Markets and Associate General Counsel, SIFMA

Neal Ullman
Managing Director, Strategic Business Transformation, EY

Josh Wilsusen
Executive Vice President, Advocacy, SIFMA

Thomas Wipf
CEO of Credit Suisse US and Americas Integration Lead, UBS

Bill Wollman
EVP, Head of Office of Financial and Operational Risk Policy, FINRA

Nate Wuerffel
Head of Market Structure, BNY

Christina Young
Director, Operations, Charles Schwab & Co., Inc.

2024 Sponsors

PRESIDENTIAL SPONSORS:
• BetaNXT
• Broadridge
• FIS

TITANIUM SPONSOR:
• Fidelity Investments

GOLD SPONSORS:
• Deloitte
• DTCC
• EY
• PWC
• Servicenow

SILVER SPONSORS:
• Hexaware
• KPMG
• OCC

SPONSORS:
• Appian
• BNY
• Endava
• Exadel
• FNZ
• SIA Partners
• Swift
• TCS Bancs
• Wilmington Trust
• Xceptor