The World’s Leading Buy Side Investment Operations Conference

InvestOps USA is the world’s leading Investment Operations conference for Buy Side firms. As is always the case, InvestOps provided a credible platform for solution and service providers to position themselves as key players in the post trade landscape with unparalleled access to 400+ COOs and Heads of Operations from the leading Buy Side firms.

In March 2024, we had 979 attendees join us for 3 days at the JW Mariott Grande Lakes, Orlando! The industry came together to network, discuss key industry initiatives such as the impending T+1 deadline and benchmark around the latest transformation and tech trends. Throughout the 3 days, we heard from over 120 speakers across 50+ sessions, including a mix of interactive roundtables and workshops. As ever, the conference sessions were capped off with an array of post event activities including dinners, drinks and our fantastic Copacabana & Casino Royale Parties!

Here’s a look at just a few of the companies that were represented at InvestOps USA:

BlackRock, Vanguard, Nuveen, Northern Trust, Putnam Investments, Mercer, Lord Abbett, Boston Partners, Morgan Stanley Investment Management, Goldman Sachs Asset Management, Apollo, Franklin Templeton, American Century Investments, Liberty Mutual, CPP Investments, Invesco, Sun Life Capital Management, Mackay Shields, JP Morgan Asset Management, Fidelity Investments

"I attended the InvestOps conference, which provided me with the opportunity to learn from and network with the leaders and COOs within the industry." - Noza Mutalova, Director International Business Development, Finance Montréal

The Most Influential Investment Operations leaders at The Heart of Industry Transformation

The Investment Operations landscape is primed with opportunities to transform business process and generate operational alpha. At InvestOps, buy side leaders are evaluating the latest technology and service providers in order to build new partnerships that will help them to maximise their operational capabilities and be the orchestrators of transformation at their firm. 

220 of the 400+ Buy Side attendees are the firms Chief Operations Officer (COO) or Head of Investment Operations. No other event brings together so many budget holders and influences who will determine operational strategies for the years ahead.

Review the full InvestOps audience breakdown below:

View the full list of attendees here.

An Unrivalled Speaker Faculty

We had a fantastic roster of industry professionals speaking at InvestOps USA, covering all the pressing challenges and opportunities faced by COOs and Heads of Operations from the leading Buy Side firms.

• Mariam Osman, COO of Global Investment Operations, Blackrock
• Sheetal Patel, Global Head of Data Systems, Vanguard
• Allison Tanenbaum, Managing Director, 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
• 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

These are just 10 of the brilliant speakers we heard from at InvestOps USA.

Take a look at the full speaker line up and topics discussed by downloading our agenda here.

"A few weeks back we had a fantastic time at the InvestOps Conference. It was incredible catching up with our valued existing clients and building new connections!" - Paul Sprenger, Senior Director Global Entreprise Sales, WTax

The View from the Industry

Here's just a collection of what some of our Buy Side and Sponsor attendees had to say:

Fausto Ortega, Global Head of Middle Office, American Century Investments - "InvestOps provides 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."

Brad Campbell, Global Director Investment Operations, Arrowmark Partners - "InvestOps continues to become more and more valuable as industry participants work together to solve our industry's most challenging problems. The partnership between the Sell Side, Buy Side, and Service Providers is what will drive improvements faster and faster in the years to come. This conference allows us all to connect and work together in meaningful ways."

Adam Watson, Global Director, Custody Services, BNY Mellon - "InvestOps 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."

Sarah Simmonds, Director, Alpha FMC - "A great event which combined industry leaders, the biggest vendors and a well thought out agenda full of relevant topics"

"We then travelled to InvestOps in Orlando, FL, to spend time with the Fund Operations community and what an awesome event it was. Some great meetings and conversations" - Fund Recs, InvestOps USA 2024 Sponsor

SAVE THE DATE

InvestOps USA 2025 – 10-12 March 2025, JW Marriot Grand Lakes, Orlando

InvestOps USA 2025 is already starting to take shape, with many sponsors already booked in for next year.

Sponsorship opportunities are available for InvestOps USA 2025 now. If you are looking to build your sales pipeline and COOs and Heads of Investment Operations are your target prospects – get in touch with our team!

Get in touch here.