An exclusive, invitation only, online forum for Buy Side COOs and Heads of Investment Operations
InvestOps USA Virtual Connect 2021
May 18 - 19, 2021
10.00 – 14.00 ET
Senior-Level Learning, Benchmarking and Networking At Its Best
Only senior-level buy side investment operations decision makers who are profiled on interests can attend InvestOps Connect - enabling you to have the most productive learning and networking experience.
The mix of high-level strategic case studies and interactive discussions focused on your biggest operational priorities - means you can benchmark your front to back, cross-asset workflow with those leading the way.
This is the most efficient way for you to meet relevant solution providers and determine who is best placed to transform your operating model.
You can benefit from all of this over 2 interactive days at InvestOps Connect ensuring you get the best ROI on your valuable time.
Be Inspired. Learn from:
Lou Rosato
Director, Global Investment Operations, Industry Engagement & Strategy
BlackRock
James Kearney
Principal, Global Investment Operations
Vanguard
Dave Winter
COO, Americas
Aberdeen Standard Investments
Jenny Tsouvalis
SVP of Operations
OMERS
Uday Kiran Boulsani
VP, Global Product & Clearing
Fidelity Investments
Eric Bolisay
VP, Head of Derivatives Strategic Operations
T.Rowe Price
Darryl Cornelius
VP & Head of Regulatory Projects
State Street Global Advisors
Rene Madden
Executive Director, Global Client Services
J.P Morgan Asset Management
Evan Fire
COO
Pzena Investment Management
Estuko ‘Ekko’ Fuseya Jennings
Global Head of Operational Risk
Morgan Stanley Investment Management
“No other event brings together so many buy side alongside major market participants - A unique networking experience.“
Ky Dong
Globe Trade Services
Franklin Templeton Investments
“A must-attend if you are looking to streamline your investment operations division, support alpha gains and reduce costs.”
Vincent Pasqualicchio
COO, Investment Operations
American Family Insurance
“If you want to learn about the future of investment operations, there is no place better than InvestOps.”
Uday Kiran Bolusani
Vice President, Global Product & Clearing Services
Fidelity Investments
Top 3 Reasons to Attend:
5 STAR CONTENT
Be part of a high-level invitation-only forum. Learn from and network with your senior peers from the top buy side firms
IMMERSIVE
Experience small-group peer-to-peer interactive sessions. Benchmark against Heads of Investment Operations and share COVID-19 lessons learnt and recovery strategies moving forward.
STAY CONNECTED
Connect with handpicked solution providers 1-1 before and during the event. Time efficiently evaluate how the most innovative industry solutions can help you weather this storm and thrive in the future.
Benchmark Your Strategies For:
- Scaling advanced data management infrastructures to drive strategic decision-making whilst boosting efficiencies
- Balancing your outsourced and in-house investment operations to mitigate risks and cut costs
- Leveraging innovative tech to streamline your front-back, cross-asset workflow and achieve efficiencies
- Implementing agile strategies to meet new regulatory demands best respond to market disruptions
- Integrating a next-generation operating model to drive greater impact from your people, processes and technology
- Building a digital-first client on boarding and lifecycle management strategy to reduce manual processes and deliver a best in class customer experience
How it works:
Be part of a high-level invitation-only forum:
Gain exclusive access to senior COOs & Heads of Investment Operations to learn from and network with
Join intimate small-group peer-to-peer interactive sessions:
Benchmark your investment operations strategies and solutions with your buy side peers
Connect with handpicked solution providers 1-1:
Time efficiently meet leading and innovative solution providers who can help you address your biggest operational challenges and opportunities
Secure video-conferencing under Chatham House Rule:
Discuss your biggest operational priorities openly with your buy side peers in an exclusive private forum
Benchmark your front to back, cross-asset workflow with your senior buy side peers to define how to thrive in the current landscape
An exclusive, invitation-only, online forum for COOs and Heads of Investment Operations at the World’s leading buy side firms
View AgendaFrequently Asked Questions
How will I access the event?
Sessions will be held over a secured Zoom session and using Chatham House Rules throughout
Do I need to download or install any software to be able to attend this event?
No, you do not need to download or install any software to participate in our conference. You only need internet access.
Will the sessions be recorded?
No, the sessions will not be available after they take place. Due to confidentiality rules, you have to be pre-registered for the event to take part on the day.
