The Investment COO Summit USA 2024 | Marcus Evans | 30 September 2024 | TBA, Boston, MA‚ USA

This forum will enable an understanding of how to enhance investment operations by enabling accurate regulatory reporting, streamlining data flows, incorporating automation, and optimising reconciliation and settlement processes.

2024 Speakers

Karl Sprules
Chief Operating Officer, AllianceBernstein

April Wilcox
Director of Investment Services, CalSTRS

Suzanne Smore
Chief Risk Operating Officer, State Street Global Advisors

Russell Newman
Managing Director, Great Lakes Advisors, LLC

Paul Spagnolo
President and Chief Operating Officer, Sionna Investment Managers

Uday Kiran Bolusani
Vice President, Global Middle Office, Fidelity

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

Evan Fire
Managing Principal, Chief Operating Officer, Pzena Investment Management

Eric Bolisay
Managing Director, Head of Derivatives Operations, Nuveen

Susan McMurry
Chief Operating Officer, Client Platform, Wellington Management

Grace Kang
Head of Investment Operations, Boston Partners Global Investors

Virginie Godin-Bergeron
Director, Operations, Administration, Monitoring, PSP Investments

James Meadows
Chief Operating Officer, Manitou Investment Management

Jeffrey Coleman
Partner, Head of Investment Operations, Mercer

Dan Lipton
Chief Operating Officer, Merida Capital

Avinash Koul
Vice President, Technology and Data, Whitehorse Liquidity Partners

Cihan Kasikara
SVP, Global Head of Investment Operations, American Century Investments

Kelly Branco
CFO & CCO, Tremblant Capital

2024 Partners

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