The InvestOps Summit USA 2018 | Worldwide Business Research (WBR) | 26 March 2018 | Grand Hyatt Tampa Bay, 2900 Bayport Dr, Tampa, FL 33607, USA

Are you grappling with ongoing regulatory reforms, increasing demands from clients and mounting pressure to support a global and expanding business?

If so, secure your place at InvestOps in Tampa. Only here you will rub shoulders with 100 Heads of Investment Operations from leading buy side companies. All sharing their first-hand experiences, in small interactive working groups, on the do’s and don’ts to successfully enhance your front-to-back cross-asset investment operations.

Don't miss this unique opportunity to benchmark your people, processes and technology with those leading the way.

2018 Speakers

SPEAKERS:

Anita Karier
Investment Operations Director, Invesco

Cihan Kasilkara
Global Trade Services Vice President, Franklin Templeton Investments

Matt Sweeney
Director of Investment Operations, Mfs Investment Management

Ed Selker
Director - Data Management Operations, Federated Investors

Cinda Whitten
Managing Director, Global Operations, Principal Global Investors

Charles Dwyer
Former Director, Global Technology and Operations, Deutsche Bank Asset Management

Eric McCalley
Head of Investment Operations, Insight Investments

Cynthia Meyn
Executive Vice President, Operations, Pimco

Katie Coneys
Vice President Derivatives Regulation, Alliance Bernstein

Noel Fernandez
Vice President Derivatives, Wellington Management

Christoph Kuhene
Investment operations Director, Lord, Abbott & Co.

Michael Denorscia
Head of Operations, Nisa Investment Advisors

Cynthia Seebach
Managing Director, Td Asset Management

Kevin Geraghty
Senior Vice Presisent Invesment Operations, Pinebridge Global Investors

Evan Fire
Chief Operating Officer, Pzena Investment Management

Jeff Leschen
Association Invesmnet Operations Direction, Bramshill Invesment Management

Miquel Noguer Alonso
Executive Director Investment Management, Ubs Asset Management

Vince Pasqualicchio
Chief Operating Officer,American Insurance Invesment Management

Tara Mccloskey
Head of Derivatives Middle Office, MetLife

Carol Kuha
Chief Oparating Officer, Rbc Global Asset Management

David Benevides
Director Investment Operations, Manulife Asset Management

Steve Gouthro
Head of Investment Operations, Puntman Investments

Ky Dong
Senior Complex Securities Specialist, Franklin Templeton Investments

Stephen Morse
Former Head of Global Financial Data Partnerships, Twitter

Eric Kiran Boulsani
Global Product and Clearing Vice President, Fidelity

Mark Whitcroft
Founding Partner, Illuminate Financial Management

Jay Boyd
Global Application Services Technology Officer, Invesco

Elliot Noma
Managing Director, Garrett Asset Management

Jeffrey Leschen
Director of Operations, Bramshill Investments

Stephen Gouthro
Head of Investment Operations, Putnam Investments

James Kearney
Head of Global Investment Operations, Vanguard

Marc Mallett
Vice President, Product Management, SimCorp North America

Werner Vetsch
Chief Operating Officer, Aegon USA Investment Management

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

Jeremy Hurwitz
Managing Director, Accenture

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

Perry Rahbar
Founder and Chief Executive Officer, dv01

Jan Hoenisch
Business Development, Charles River Development

Mik Bruno
Senior Vice President and Head of Product Management, Rimes Technologies

J. Bradley Bennett
Former Enforcement Chief, Finra

Omer Cedar
Chief Executive Officer, Omega Point

Richard Bezanson
Head of Operational Delivery, Aviva Investors

Rammi Singh
Fintech Director, Electra Information Systems

Tomas Edwards
Vice President - Global Product Strategist, SimCorp Coric

Randa Paver
Vice President of Securities Operations in the Single-Family Operations, Freddie Mac

Richard A. Sorkin
Senior Vice President – Securitization, Fannie Mae

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

Steven Wisneski
Director Global Trade Services, Franklin Templeton Investments

Alan Williamson
Strategic Account Manager, Smart Communications

Liz Blake
Global Head of Managed Services, Eagle Investment Systems

Philip Brittan
Chief Executive Officer, Crux Informatics

Andrew Burgin
Managing Director Financial Services, Accenture

Matt Cipriano
Director of Trade Operations, Campbell & Company

Daniel James Scott
Co-Executive Director, Tampa Bay Tech & Featured in Tampa’s Power Top 100 2017

Paul Migliore
Chief Executive Officer, Citisoft

Ignatius John
President, Alpha Omega Financial Systems

David Bates
Managing Partner, Citisoft

Stephen Murphy
Chief Executive Officer, Genesis Global

Katie Oliverio
Vice President Derivatives Regulation, Alliance Bernstein

David Zelinger
Senior Vice President - America's Professional Services Manager, SmartStream Technologies

Craig Parfitt
Head of Engineering, Atlantic, Gft Technologies

Laura Valentine
Assistant Director Investment Operations, Principal Global Investors

Eric Smith
Director, Data Management & Valuations, Athene Asset Management, L.P.

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

ADVISORY BOARD:

Verner Wetsch
Chief Operating Officer, Aegon USA Investment Management

Gabriel Schofield
Head of Investment Operations, Charles Schawb Investment Management

Russell Snow
Director Operations, State of Wisconsin Investment Board

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

Sonia Maloney
Chief Operating Officer, Norrep Capital Management

Uday Kiran Boulsani
Global Product and Clearing Vice President, Fidelity

INDEPENDENT EXPERT SPEAKERS:

Alexandra Lajoux
Chief Knowledge Officer, National Association of Corporate Directors - Emeritu

Jeff Zoller
Independent Expert, Former Head of Strategy, Risk and Compliance, T. Rowe Price

Jon Ambos
Buy Side Operational Leader and A

John McPartland
Senior Policy Advisor, Federal Reserve Bank

Sol Steinberg
Founding Principal, The Otc Partners

Laurie D Battaglia
Chief Executive Officer & Workplace Strategist, Aligned at Work

Tom Phipps
Principal – Practice Lead, Operational Strategym Cutter Associates

2018 Sponsors

SPONSORS:
• Accenture
• Advanced Information Management
• Broadridge
• Calypso
• Charles River
• Citisoft
• Clearwater
• Crux
• Eagle Investment Systems
• Electra Information Systems
• Fannie Mae
• Fiserv
• Freddie Mac
• GlobeTax
• Gft Technologies Se
• Hsbc
• Ihs Markit
• Infogix
• Murex
• NeoXam
• Openlink
• Quartal Financial Solutions
• Rimes
• Simcorp Coric
• SimCorp
• Smart Communications
• SmartStream
• Ss&C Advent
• Ullink