InvestOps USA 2026
March 09 - 11, 2026
JW Marriott Grande Lakes, Orlando
Day 2 - 30 March 2022
8:00 am - 8:50 am
Conference Registration: Refresh & Recharge
Re-fuel after enjoying Tampa’s vibrant waterfront district.
Grab a house-made quiche or tuck into a our fresh fruit parfaits to give your energy levels a boost for another exciting day at InvestOps!
8:50 am - 8:55 am
Chairperson’s Opening Remarks
Charles Dwyer -
Former Director, Global Technology and Operations,
Deutsche Bank
OPTIMIZING YOUR OPERATIONS SET UP
8:55 am - 9:15 am
Opening Interview: How can next-gen operations leaders transform their services to best drive business innovation and fuel growth?
Uday Kiran Bolusani -
Vice President, Global Middle Office,
Fidelity
Tom Phipps -
Principal – Front Office, Strategy and Search,
Cutter Associates
9:15 am - 9:45 am
All Star Panel: Evaluating in-house versus outsource options: how can you strike the right balance across your front to back operations to reduce costs, mitigate risks and improve performance?
Andrew Onslow -
Global Head of Investment Management Operations,
Morgan Stanley
Vincent Pasqualicchio -
COO, Investment Operations,
American Family Insurance
Kevin Moran -
Managing Director and the Global Head of Managed Services Operations,
Broadridge Financial Solutions
Charles Dwyer -
Former Director, Global Technology and Operations,
Deutsche Bank
- How can you assess if the efficiencies gained from outsourcing outweigh the risks of losing control?
- How can a customizable operating platform fit your business strategy and investment products to enhance your clients’ experience and improve your operational infrastructure?
- Pre-outsourcing assessment: how can you establish if your organisation is ready to embrace a new operating model that will result from the outsourcing?
- How can you ensure you are managing regulatory requirements efficiently and cost-effectively in an outsourced world?
Kevin Moran
Managing Director and the Global Head of Managed Services OperationsBroadridge Financial Solutions
9:45 am - 10:05 am
Buy Side Interview: Legacy technology stack transformation: how can you create a culture of innovation that embraces the latest digital advancements to achieve a client centric operating model?
Liz Matkowski -
Global Head of Strategic Accounts,
Genesis
Dexter Wilson -
Digital Partnerships,
BNY Mellon
- How can you combine automation with the human touch to achieve scalability?
- How to evaluate risk and measure performance of new technology to establish what is best to include in your operating model
- What are the latest advancements in Low Code and No Code for digitalizing client on-boarding and lifecycle management?
10:05 am - 10:35 am
Fireside Chat: Leading the way with enterprise data management: how can you implement an EDM strategy that minimizes operational disruption and enables data-driven decision making across your front, middle and back office?
Matthew Kelly -
SVP Global Head of Digitization & Automation,
Northern Trust Asset Management
Ruchir Verma -
Head of Global Services, Investment Management,
Zurich Insurance Group
Evan Fire -
COO,
Pzena Investment Management
Brian Dalia -
Senior Vice President of Sales, North America,
Arcesium
- How can you differentiate your products and customer experience with data-driven digital capabilities?
- How can you leverage data and technology to enable a sustainable strategy for data and cloud?
- What are the best practices for enabling transformative changes within your firm?
10:35 am - 11:05 am
Networking Break: Pancake Party
Pick back up on insightful discussions and new connections from last nights’ drinks reception
over a delicious pancake or freshly baked scone during our morning break.
Don’t forget to make the most of connecting with your peers and meeting with hand-picked providers before the end of the event!
FUTURE FOCUS STRATEGIES
11:05 am - 11:35 am
Fireside Chat: Implementing STP innovations: how can you automate your pre and post trade processes to mitigate risk and achieve efficiencies?
Ky Dong -
Strategic Business Consultant,
Franklin Templeton Investments
Fausto Ortega -
CAIA, Head of Middle Office Network Management,
American Century Investments
Michelle Ruggiero -
Head of Sell Side Transformation and Americas, Head of Onboarding Solutions,
IHS Markit
Charles Dwyer -
Former Director, Global Technology and Operations,
Deutsche Bank
- How can organizational restructuring or process reengineering within the middle office better align resources to support clients?
- How can technology enhance or achieve better STP?
- How can you tackle nomenclature and data differences to achieve true STP?
- How can pre-trade activities, such as onboarding, help with post-trade activities such as confirmation, allocations, collateral, and settlement?
Michelle Ruggiero
Head of Sell Side Transformation and Americas, Head of Onboarding SolutionsIHS Markit
11:35 am - 11:50 am
Fireside Chat: Aligning EU and US regulation implementation: how can you streamline internal processes to cost efficiently meet new cross-border regulatory requirements?
Stephane Janin -
Global Head of Regulatory Development,
AXA Investment Management
Charles Dwyer -
Former Director, Global Technology and Operations,
Deutsche Bank
11:50 am - 12:15 pm
In Conversation: What are the pros and cons of the pre-pandemic office-based working environment vs the hybrid model?
Evan Fire -
COO,
Pzena Investment Management
Lou Rosato -
Global Investment Operations, Industry Engagement & Strategy,
BlackRock
Nancy Vailakis -
Member of the ESG Task Force, WOMEN IN FUNDS and Principal,
Ancram IRBD LLC
12:15 pm - 12:35 pm
Macro Keynote: Assessing the key drivers that will shape global investing in 2022: how you can best prepare for how these macro trends will transform your front-back workflow?
Marc Chandler -
Chief Market Strategist, Managing Partner, Bannockburn Global Forex, former Global Head of Currency Strategy at Brown Brothers Harriman,
Bannockburn Global Forex
Marc Chandler
Chief Market Strategist, Managing Partner, Bannockburn Global Forex, former Global Head of Currency Strategy at Brown Brothers HarrimanBannockburn Global Forex
BUY SIDE BELLINIS & BEERS WORKING GROUPS
Buy Side Working Group A
12:35 pm - 2:10 pm Working Group: Performance measurement & reporting: how can you identify and calculate the value of processes, products, vendors, and people to measure the profitability of your investments?- How can you devise a holistic approach to tackle fraud and cybersecurity threats for the investment operations team?
- How can technology bridge the gap between threat and security in a digital transformative era?
- How can you manage fraud through operations and why is it vital to have a top-down approach?
Buy Side Working Group B
12:35 pm - 2:10 pm Workshop Group: How can the investment operations industry better promote diversity and inclusion programs to attract, develop and retain top talent? Andrew Onslow - Global Head of Investment Management Operations, Morgan Stanley Nancy Vailakis - Member of the ESG Task Force, WOMEN IN FUNDS and Principal, Ancram IRBD LLC- Increasingly competitive environments: when considering margin pressures, technological disruption, and changing consumer preferences, how can you focus more on your “people model” as a key part of your strategy?
- How can an inclusive culture leverage diverse views effectively?
- How to improve strategies with recruiting, promoting, and retaining top talent?
Buy Side Working Group C
12:35 pm - 2:10 pm Working Group: How can you attract, train, and retain top investment operations talent that thrives in the new digital landscape? Mike Maxwell - Director of Operations, Brown Advisory- How to create a modern culture to retain talent and maximize the use of technology to stay ahead of the curve?
- How can you train and develop your talent to drive motivation, boost innovation and drive greater value?
- How to bridge the gap between legacy and 21st century technology and retaining millennials?
Enjoy a delicious Italian feast at the end of the day as you reflect on the latest market insights and industry updates shared over the past couple of days.
These interactive working groups provide the perfect opportunity to sum-up your findings, consolidate new connections and collaborate on lessons learnt with your peers.