InvestOps USA 2027
February 22 - 24, 2027
JW Marriott Grande Lakes, Orlando
The leading Capital Markets Operations Conference
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Enquire HereUniting the Buy Side, Sell Side and full Capital Markets Ops Ecosystem
Connect with Operations leaders from across the capital markets industry and participate in curated learning experiences to collectively shape the future of investment operations.
Advisory Board & Speakers.
Aruna Pathiban
SVP Operations
Goldman Sachs Asset Management
Cinda Whitten
MD, Global Head of Investment Operations
Nuveen
Aditi Taylor
EVP, Head of Operations
MFS Investments
Terri Messina
Managing Director, Investment Operations
Principal Global Investors
Chris Blanchard
VP, Head of Alternative Investment Operations
Fidelity Investments
Fred Crosnier
Global Head of Operations
JP Morgan Asset Management
Mike Leader
MD, Global Head of Investment Operations
CPPIB
Allison Tanenbaum
Global Head of Trade Operations
Apollo
Jon Gezotis
COO
Mercer
Rahul Kapur
Global Head of Operations
Capital Group
Kat Mello
COO
Morgan Stanley Investment Management
Mariam Osman
COO
Sun Life Global Investments
1200+
Investment Operations Leaders
From the Full Value Chain
500+
Senior Buy Side
Investment Operations Leaders
100+
Thought Leading Speakers
Yie-Hsin Hung
CEO
State Street Investment Management
"The view from the top - Hear from Yie-Hsin Hung, State Street Investment management's CEO on 'Rethinking Operations in a Dynamic Macro Environment"
Agenda At A Glance
View All SpeakersBuy Side Innovation Day Themes:
- AI In Action – Embedding Next Generation AI Capabilities
- Advancing Straight Through Processing
- Powering Data Driven Decision Making
Main Day 1 Themes
- Reimagining End to End Operations
- Building Resilience By Design
- Focusing on Client Centricity to make Operations a value add
- Pioneering Growth in Private Markets
Main Day 2 Themes
- Transitioning Through Change
- Exploring the Hybrid Outsourced Model
- Building a Robust Regulatory Framework
- The Future Of Investment Operations – A Talent Perspective
Connecting operations leaders from the top investment banks and prime brokers.
Kevin Blair
EVP, Global Head of Securities Services
Northern Trust
Mike Torregrossa
Global Head, Account Management & Client Service
UBS
Chris O'Connor
Executive Director, Client Operations Relationship Management
JP Morgan
Paul Preisser
Head of North America Client Relationship Management
BNP Paribas
Lisa Fund
MD, Operations
Evercore
Ed Kelley
Head of Capital Markets Service Delivery
Truist
Elevate Your Knowledge
Modernising Data in Capital Markets:
Strategies for Resilience, Compliance and Scale
See all ReportsCreate content, nurture your audience and grow your reach
Find out MoreConnecting You To More Leaders From The Top Buy Side Firms Than Anyone Else.
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