InvestOps USA 2027 | Buy Side Investment Operations Event

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Uniting 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.

2026 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 - Investment Operations
BlackRock

1200+

Investment Operations Leaders

From the Full Value Chain

500+

Senior Buy Side

Investment Operations Leaders

100+

Thought Leading Speakers

"InvestOps continues to be a very informative and valuable event for the buyside ops and technology community"

Eric Bolisay

Head Managing Director, Trade Operations
Nuveen

"Great conference with rich and relevant content"

Leonora Xhekaj

Managing Director, Head of Operational Risk Management
Apollo

"It was an extremely well-organized conference with a great turnout"

Aditi Taylor

EVP, Head of Operations
MFS Investments

"This is the most significant conference on the buy side. Fantastic growth over the last few years. My favourite conference to attend and obviously participate in each year"

Mike Leader

MD, Global Head of Investment Operations
CPPIB

"The team does an amazing job of managing the logistics, especially considering the size of the event. Everything runs so smoothly"

Aaron Kipnis

Head Managing Director, Business Strategy & Transformation
Nuveen

Agenda At A Glance

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Buy 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.

COO Ask Me Anything Panel

Come with questions. Leave with clarity.

Join leading COOs for an interactive session debating the conference’s key themes, tackling the toughest operational questions from the previous day, and responding live to audience Q&A.

Expect candid perspectives and practical insight on operating model transformation, cost pressure, data, technology and resilience in volatile markets.