InvestOps USA 2025

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Your only chance to learn from and network with leading buy side COOs and Heads of Investment Operations

The investment operations landscape continues to transform at breakneck speed. Seismic industry shifts including the transition to T+1 and evolving global regulations require buy side firms to constantly review and adapt their post-trade tech, processes and skill sets to succeed.

This, combined with greater margin pressures, increased client expectations and data proliferation mean buy side firms must dramatically streamline front-to-back workflows and upgrade their system capabilities to deliver tangible business value.

Find out how to best navigate 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 operational workflows to drive process optimization and reduce operating costs
Expanding operational capabilities to capitalize on alternative investment opportunities
Embracing disruptive AI and ML technologies to accelerate the digital transformation journey
Driving data transformation programs to process diverse data sets at high volumes
Navigating the regulatory landscape and market conditions set to define the future of investment operations

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Be Inspired. Learn From:

Mariam Osman

COO of Global Investment Operations
Blackrock

Fred Crosnier

Managing Director, Global Head of Operations
JP Morgan Asset Management

Ron Robertson

Managing Director, Global Head of Operations
Invesco

Chris Kuehne

SVP Global Head of Investment Operations
Northern Trust Asset Management

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley Investment Management

Cinda Whitten

Global Head of Investment Operations
Nuveen a TIAA Company

Lou Rosato

Managing Director, Investment Operations
BlackRock

Laura Jacques

Trade Operations Vice President
Fidelity Investments

Michael Reger

Global Head of Investment Data and Operations
Vanguard

Paulomi Shah

Global Head, Investment Operations & Enterprise Risk
Apollo Global Management

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“A must attend event for the Buy-Side, Providers, Brokers and Utilities to drive Industry engagement and strategy”

Lou Rosato
Managing Director
Blackrock

"Truly the number 1 meeting place for Buy Side Operations Professionals. No other event brings together such an influential group of Buy Side peers for strategic conversations around the future of the Ops industry!"

Cinda Whitten
Global Head of Investment Operations
Nuveen a TIAA Company

"Interactive peer-to-peer learning and networking at its finest! This event has the right mix of senior audiences and interactive formats to help us find solutions to our most current market challenges."

Chris Kuehne
SVP Head of Investment Operations
Northern Trust Asset Management

TIPPER X – GUEST KEYNOTE SPEAKER

March 12th | 11:20am

Guest Speaker: The Inside Story of Tipper X

Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. Join Tom’s keynote talk to get the insights into how he helped the FBI bring down some of its biggest targets in the industry.

Tom Hardin Former Buy Side Trader and FBI Whistleblower

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The InvestOps Difference:

Connecting you to more leaders from the world’s top Buy Side firms than anyone else.

Where you really find out what the leading Buy Side firms are doing to transform investment operations people, processes and tech strategies for today and tomorrow.

More engaging and immersive experiences than anywhere else

Join All Star Panel discussions and engage in intimate Working Groups with the leading minds from the Investment Operations Industry. We have a wide range of sessions enabling you to deep dive into conversation with buy side peers.

Focused on your specific needs better than anyone else

An agenda based on 50+ research interviews with Buy Side Investment Operations leaders to ensure every challenge and opportunity you face is addressed.

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A Unique Experience

Network and debate with all the great minds in the audience through a variety of closed door and working group sessions. Join your peers for intimate discussion in order to get to the heart of your most pressing Operational priorities and challenges. With all the major buy side, Invesment Operations leaders in the same place at the same time- can you afford not to be there?

Get Inspired In Small Group, Interactive Formats

Get into the nitty-gritty detail of ALL of your key challenges, by constantly interacting with your peers at the roundtables, workshops, boardrooms and more. You’ll tap into the great minds of all the attendees, not just the speakers.

Find Your Solution In The Buzzing Exhibit Hall

There’s no need to Zoom or travel around meeting new providers! We’ve done all the legwork in bringing you relevant hand-picked solution providers under one roof so you can quickly decide who you want to add to your shortlist.

Unwind At Our InvestOps Drinks Receptions

It’s time to party and you’re invited! Unwind after a packed day with new contacts and old friends over food, drinks and live music and entertainment while you soak up the atmosphere of the JW Marriott Grand Lakes, Orlando.

Take Part In The Get Social Competition To Win Great Prizes

Don’t forget to have a go at playing the get social competition for the chance to win! 2024 prizes included Apple Air Pods.

Network During Coffee & Lunch Networking Breaks In The Exhibit Hall

Engage in productive conversations with your peers while enjoying your coffee and lunch, and take the opportunity to carefully assess and evaluate hand-picked service providers to meet your specific needs.

Women In Conversation

Improving the opportunities for women in the investment operations industry. Covering everything from communications, self-branding and career progression and how diversity should be used to gain a competitive advantage on your business. We encourage both men and women to attend this session and discuss this hugely important topic in the industry.

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Our Attendees

Connecting You With More Operations Leaders From Top Buy Side Firms Than Anyone Else

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"An excellent opportunity to meet with peers, service providers and the entire investment operations ecosystem under one roof. Great access to a large and valuable network"

Fausto Ortega
Global Head of Middle Office
American Century Investments

“Again proved to be a great opportunity to engage with clients and industry partners to really understand problem statements, areas of concern, as well as areas for growth and collaboration across our buy side clients."

Adam Watson
Global Director, Custody Services
BNY Mellon

"Incredibly valuable to have both buy and sell side come together to discuss industry trends, issues and solutions."

Tara Taylor
Managing Director, FX Sales and Trading
State Street

INSIGHTS REPORT 2024

Embracing a New Operating Reality: Perspectives from 200 Global Buy-Side Operations Leaders

Check what your peers said, access your copy now!

FREE DOWNLOAD

The Fun Stuff at InvestOps

900 +

Attendees
From The Entire Investment Operations community

400 +

Buy-Side
Senior Operations Leaders

100

Buy-Side Speakers
Sharing Their Practical Insights

12

Hours of Networking

Interactive Learning & Networking

NETWORK WITH WITH INDUSTRY LEADERS

We’ve created a haven for leading minds in the Investment Operations community to reconnect in-person again.

OXFORD STYLE DEBATE

Walk away with a fresh mindset and feel better prepared to deal with a burning issue. Witness industry leading figures pitting themselves against each other to deliver the knockout argument.

DRILL DOWN ROUNDTABLE

An exceptional way to genuinely get to grips with your key challenges. Your chance to probe an industry expert along with your peers to source practical solutions collaboratively.

CREATIVE BOARDROOM

Draw up a new, 3-step action plan to take back to the office and test. Work together with your peers to tap into their knowledge and challenge each other to find a new way forward!

SYNERGY WORKSHOP

Turn theory into practice and bring an idea to life. Collaborate with your industry peers on a new forward-looking project to create a step-by-step action plan to launch it.

SHARK TANK

Find the next big start up that can help you innovate fast and stay ahead of the curve. Assess each start up’s offering and the likelihood of their future success.

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