The InvestOps USA Virtual Boardrooms Will Now Be Taking Place On The 11th November!

The Largest and Fastest Growing Gathering Of Buy Side COOs And Heads of Investment Operations

Invest Ops brings together 400 of the ‘who is who’ in investment operations from the full ecosystem- leading buy side, sell side, regulators and innovative data and technology providers.

With over half of the attendees representing the biggest names on the buy side, this is quite simply THE meeting place to benchmark on how to achieve operational excellence in times of market crisis.

Walk away with practical insights on how to best transform your operating model, address regulatory complexities, streamline front-back, cross-asset workflow and exploit new data and analytics capabilities in a post COVID-19 world

“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 10 speakers


Lou Rosato

Global Investment Operations Director – Industry Engagement & Strategy


Mark Brinklow

Managing Director of Client On-boarding
Morgan Stanley Investment Management


James Kearney

Principal, Global Investment Operations


Eric Bolisay

VP, Head of Derivatives Strategic Operations
T.Rowe Price


Tisha Worden

Director of Investment and Data Operations
Principal Global Investors


Dave Winter

COO- Americas
Aberdeen Standard Investments

Uday Kiran Boulsani

VP, Global Product & Clearing
Fidelity Investments


Dan Mossissa

Director of Strategic Architecture
Franklin Templeton Investments


Rene Madden

Executive Director- Global Client Services
J.P Morgan Asset Management


Shirley Eckes

Global Head of Operations
State of Wisconsin Investment Board

Top 3 Reasons to Attend


Inspiration. Leadership. Relationships.

Investment Operations focused sessions addressed by 50+ leading Buy Side speakers, tackling all your post Covid-19 biggest challenges and opportunities to help you build your recovery plan with confidence.


5 Star Content

A mixture of case studies and panels with live Q&A and polling as well as interactive roundtables, workshops, boardrooms and think tanks to enable you to learn from and network with the great minds in the audience as well as the speaker faculty.


You're In Great Company

The opportunity to network with all the major Global Investment Operations players in attendance by connecting via our app to make new connections and build lasting relationships.

InvestOps in Numbers

300 +

Investment Operations Leaders
from the Full Value Chain

200 +

Buy Side
Investment Operations Leaders

55 +

Thought Leading Speakers

20 +

Hours of Invaluable Networking
with the Buy Side


Global Buy side gathering
For Investment Operations leaders

By Far The Largest Buy Side Investment Operations Gathering