The Investment COO Summit 2024 - USA | Marcus Evans | 30 September 2024 | TBA, New York City, NY‚ 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.

Key Sessions:
• Establish a holistic front to back approach to ensure operational excellence in the middle and back office
• Utilise organisational excellence to prioritise and institute a client-facing focus
• Ensure effective end to end data management across the whole data lifecycle
• Integrate ESG data into effective data management, analytics, and reporting processes
• Implement best practices within post-trade and settlement processes including collateral management
• Prepare for digital and alternative assets and incorporate them into investment operations

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

Paul Spagnolo,
President and Chief Operating Officer, Sionna Investment Managers

Russell Newman,
Investment Operations Leader, Marcus Evans Conferences

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

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

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