Get your 2025 tickets today


Your only chance to learn from and network with leading buy side COOs and Heads of Investment Operations

New digital transformation trends, continued growth in alternative investments and further shortening of settlement cycles are just some of the changes requiring you to re-think your operations set-up.

Find out how to best navigate and thrive in these evolving market conditions by joining the world’s largest Investment Operations conference. Benchmark with the most influential COOs and Heads of Investment Operations from leading buy side firms and gain practical insights on:

  • Streamlining your operational workflows to drive process optimisation and reduce operating costs
  • Expanding your operational capabilities to support the growth in private markets investments
  • Capitalizing on disruptive AI and ML technologies to accelerate your digital transformation journey
  • Laying the data foundations to support advanced analytics that deliver insights driven business value
  • Keeping pace with regulatory changes impacting your front-to-back and cross-asset operations to ensure compliance

“Truly is the number 1 meeting place for Buy Side Operations Professionals- No other event brings together such an influential group of Buy Side peers for strategic conversations around the future of the Ops industry!”

Cinda Whitten
Global Head of Investment Operations
Nuveen a TIAA Company

“A unique networking experience - No other event brings together so many buy-side alongside major market participants from the full value chain to overcome our top operational challenges.”

Jim Kearney
Global Head of Investment Operations
Vanguard

“ Interactive peer-to-peer learning and networking at its finest! This event has the right mix of a senior audience and interactive formats to help us find solutions to our most current market challenges.”

Chris Kuehne
SVP, Head of Investment Operations
Northern Trust Asset Management

2024 Speakers Included:

Mariam Osman

COO of Global Investment Operations
Blackrock

Paulomi Shah

Global Head, Investment Operations & Enterprise Risk
Apollo Global Management

Cinda Whitten

Global Head of Investment Operations
Nuveen a TIAA Company

Chris Kuehne

SVP Global Head of Investment Operations
Northern Trust Asset Management

Olga Sudvarg

COO Data
Invesco

Michael Woodall

COO
Putnam Investments

Stephen Gouthro

Global COO
Mercer Investment Solutions

Candace Shaw

Deputy Chief Investment Officer & Chief Operating Officer
Sun Life Capital Management

Dale Sang

Chief Technology & Operations Officer
MacKay Shields

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley Investment Management


1

Connecting you to more leaders from the world’s top Buy Side firms than anyone else.

Where you really find out what the leading Buy Side firms are doing to transform investment operations people, processes and tech strategies for today and tomorrow.


2

More engaging and immersive experiences than anywhere else

Join All Star Panel discussions and engage in intimate Working Groups with the leading minds from the Investment Operations Industry. We have a wide range of sessions enabling you to deep dive into conversation with buy side peers.


3

Focused on your specific needs better than anyone else

An agenda based on 50+ research interviews with Buy Side Investment Operations leaders to ensure every challenge and opportunity you face is addressed.

“The selection of case studies and panel discussions were excellent and provided a valuable review of some of the biggest challenges investment operations leaders face in terms of driving efficiency and optimization throughout front-to-back operational processes”

Vince Pasqualicchio
COO Investment Operations
American Family Insurance

“An extremely useful and practical event – the talks are all centered around real experiences and challenges from buy side peers and the interactive discussions provide a unique opportunity to share common challenges with other senior practitioners”

Russell Newman
MD, COO
Great Lakes Advisors

“Tackles the biggest challenges and hottest opportunities in our market to date- it’s a crucial event for any buy side operations leader to ensure they have the right contacts, knowledge, and tools to succeed”

Evan Fire
COO
Pzena Investment Management

Benchmark Your Strategies For:

  • Capitalizing on technological transformation in the post-pandemic world
  • Implementing risk management frameworks and tools to drive operational resilience
  • Ensuring greater control, visibility and cost efficiency for outsourced activities
  • Delivering best practice data management and integration strategies
  • Optimizing your people, processes and technology for complex products and alternative investments

300 +

Senior Buy Side Operations Speakers

40 +

Speakers sharing their practical insights

6

Hours of Networking

Our Attendees

Connecting You To More Leaders From The Top Asset Managers Than Anyone Else

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What People Are Saying About InvestOps

Want to see if InvestOps is a right fit for you? Take a look at our customer reviews below.

Interactive Learning & Networking

Network and debate with all the great minds in the audience through a variety of closed door and working group sessions. Join your peers for intimate discussion in order to get to the heart of your most pressing Operational priorities and challenges. With all the major buy side, Invesment Operations leaders in the same place at the same time- can you afford not to be there?

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NETWORK WITH WITH INDUSTRY LEADERS

We’ve created a haven for leading minds in the Investment Operations community to reconnect in-person again.

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OXFORD STYLE DEBATE

Walk away with a fresh mindset and feel better prepared to deal with a burning issue. Witness industry leading figures pitting themselves against each other to deliver the knockout argument.

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DRILL DOWN ROUNDTABLE

An exceptional way to genuinely get to grips with your key challenges. Your chance to probe an industry expert along with your peers to source practical solutions collaboratively.

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CREATIVE BOARDROOM

Draw up a new, 3-step action plan to take back to the office and test. Work together with your peers to tap into their knowledge and challenge each other to find a new way forward!

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SYNERGY WORKSHOP

Turn theory into practice and bring an idea to life. Collaborate with your industry peers on a new forward-looking project to create a step-by-step action plan to launch it.

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SHARK TANK

Find the next big start up that can help you innovate fast and stay ahead of the curve. Assess each start up’s offering and the likelihood of their future success.

4040 Central Florida Parkway Orlando, Florida 32837 USA