InvestOps USA 2026 | Buy Side Investment Operations Event

Sponsorship Opportunities Are Now Available

Connect with COOs and Heads of Investment Operations from the top Asset Managers, Hedge Funds, Pension Funds and Insurance Firms

Buy Side operations teams are under increasing strain to develop the capabilities and skill sets required to support evolving products and client demands, whilst consolidating operating models, ensuring regulatory compliance and managing margins.

At InvestOps USA, you’ll gain the actionable advice you need from experienced Buy Side operations leaders on:

How to create and scale operational workflows that support more complex asset classes and product types
How AI is revolutionizing the way operations teams work and what the future holds
Which operational model designs will enable firms to futureproof business growth
Why data continues to be the lifeblood that will fuel and unlock enhanced operational performance

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Co-Located With

Connecting Operations Leaders from North America's Top Investment Banks and Prime Brokers

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What People Are Saying About InvestOps?

VARIETY

"A must attend event for the Buy-Side, Providers, Brokers and Utilities to drive Industry engagement and strategy."
Lou Rosato
Managing Director
Blackrock

VALUABLE CONTENT

"Truly 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

TRULY IMPRESSIVE

Interactive peer-to-peer learning and networking at its finest! This event has the right mix of senior audiences 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

2025 Speakers Included

Mariam Osman

COO of Global Investment Operations
Blackrock

Rahul Kapur

Global Head of Investment Operations
Capital Group

Ron Robertson

Managing Director, Global Head of Operations
Invesco

Chris Kuehne

SVP Global Head of Investment Operations
Northern Trust Asset Management

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley Investment Management

Cinda Whitten

Global Head of Investment Operations
Nuveen a TIAA Company

Lou Rosato

Managing Director, Investment Operations
BlackRock

Laura Jacques

Trade Operations Vice President
Fidelity Investments

Michael Reger

Global Head of Investment Data and Operations
Vanguard

Paulomi Shah

Global Head, Investment Operations & Enterprise Risk
Apollo Global Management

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TIPPER X – GUEST KEYNOTE SPEAKER

Guest Speaker: The Inside Story of Tipper X

Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. Join Tom’s keynote talk to get the insights into how he helped the FBI bring down some of its biggest targets in the industry.

Tom Hardin Former Buy Side Trader and FBI Whistleblower

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The InvestOps Difference:

GET CONNECTED

Network with your senior-level Operations peers from leading Buy Side firms during our highly interactive sessions and over coffee, lunch and drinks in our extended networking breaks.

INTERACT

Benchmark with the great Buy Side minds by participating in our small-group interactive formats, including think tanks, roundtables and workshops.

UNIQUE INSIGHTS

Join 80+ solution-focused sessions led by 200+ Capital Markets Operations leaders to gain practical insights on how to drive Operational Alpha at your firm.

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The InvestOps USA 2025 Post-Event Report

Whether or not you attended InvestOps USA 2025, this report includes highlights from our sessions, information on the key topics and exclusive data collected through our on-site polling.

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A Unique Experience

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?

Get Inspired In Small Group, Interactive Formats

Get into the nitty-gritty detail of ALL of your key challenges, by constantly interacting with your peers at the roundtables, workshops, boardrooms and more. You’ll tap into the great minds of all the attendees, not just the speakers.

Find Your Solution In The Buzzing Exhibit Hall

There’s no need to Zoom or travel around meeting new providers! We’ve done all the legwork in bringing you relevant hand-picked solution providers under one roof so you can quickly decide who you want to add to your shortlist.

Unwind At Our InvestOps Drinks Receptions

It’s time to party and you’re invited! Unwind after a packed day with new contacts and old friends over food, drinks and live music and entertainment while you soak up the atmosphere of the JW Marriott Grand Lakes, Orlando.

Take Part In The Get Social Competition To Win Great Prizes

Don’t forget to have a go at playing the get social competition for the chance to win! 2024 prizes included Apple Air Pods.

Network During Coffee & Lunch Networking Breaks In The Exhibit Hall

Engage in productive conversations with your peers while enjoying your coffee and lunch, and take the opportunity to carefully assess and evaluate hand-picked service providers to meet your specific needs.

Women In Conversation

Improving the opportunities for women in the investment operations industry. Covering everything from communications, self-branding and career progression and how diversity should be used to gain a competitive advantage on your business. We encourage both men and women to attend this session and discuss this hugely important topic in the industry.

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Our Attendees

Connecting You With More Operations Leaders From Top Buy Side Firms Than Anyone Else

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What People Are Saying About InvestOps?

VARIETY

"An excellent opportunity to meet with peers, service providers and the entire investment operations ecosystem under one roof. Great access to a large and valuable network."
Fausto Ortega
Global Head of Middle Office
American Century Investments

VALUABLE CONTENT

"Again proved to be a great opportunity to engage with clients and industry partners to really understand problem statements, areas of concern, as well as areas for growth and collaboration across our buy side clients."
Adam Watson
Global Director, Custody Services
BNY Mellon

TRULY IMPRESSIVE

"Incredibly valuable to have both buy and sell side come together to discuss industry trends, issues and solutions."
Tara Taylor
Managing Director, FX Sales and Trading
State Street