Ops Leaders


Heads of Investment Operations


Thought Leading Speakers


Hours Invaluable Networking Time

Transforming Investment Operations. Together.

Grappling with ongoing regulatory uncertainty and increased demands on your data and technology?

Then don't miss this unique opportunity to benchmark your people, processes and technology with 100+ Heads of Investment Operations from leading buy side firms. Gain insights on the do’s and don’ts of enhancing your front-to-back cross-asset investment operations. Walk away with proven solutions to your biggest infrastructure pain points and gain a competitive edge to revamp your operations.

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Be Inspired. Speakers Include:

Werner Wetsch

Aegon USA Investment Management

James Kearney

Head of Global Investment Operations

Uday Boulusani

Global Product and Clearing Services Vice President
Fidelity Investments

Noel Fernandez

Derivatives Operations Vice President
Wellington Management

Ky Dong

Senior Complex Securities Specialist
T.Rowe Price

Eric Bolisay

Vice President – Head of Derivatives Strategic Operations
T.Rowe Price

Cinda Whiten

Investment Operations Director
Principal Global Investors


Gabriel Schofield, CFA

Managing Director, CSIM Technology
Charles Schwab & Co.

"If you want to meet and benchmark with the who’s who in buy side investment operations this is a the event- bringing so many of these senior leaders from the top firms in one place at one time"

- David Benevides, Director Investment Operations, Manulife Asset Management

With all the major players in one place at one time can you afford not to be there?

“If there is one event this year you are going to attend make it this one – truly addresses the challenges and opportunities facing us as buy side heads of investment operations”

Jenny Tsouvalis, Senior VP and COO, OMERS