InvestOps USA 2025

March 10 - 12, 2025

JW Marriott Grande Lakes, Orlando

Our Speakers

Buy Side Advisory Board

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

Chris Kuehne

SVP - Global Head of Investment Operations, Asset Management
Northern Trust Asset Management

Cinda Whitten, Global Head of Investment Operations at Nuveen

Cinda Whitten

Global Head of Investment Operations
Nuveen

Lou Rosato, Managing Director at Blackrock

Lou Rosato

Managing Director
Blackrock

Mike Reger, Global Head of Investment Data and Operations at Vanguard

Mike Reger

Global Head of Investment Data and Operations
Vanguard

Faisal Qasim, Director, Investment Operations at Capital Group

Faisal Qasim

Director, Investment Operations
Capital Group

Allison Tanenbaum, Managing Director at Apollo Global Management

Allison Tanenbaum

Managing Director
Apollo Global Management

Bob Kurinsky, Chief Operating & Financial Officer at Driehaus

Bob Kurinsky

Chief Operating & Financial Officer
Driehaus

Evan Fire, Chief Operating Officer at Pzena Investment Management

Evan Fire

Chief Operating Officer
Pzena Investment Management

Mike Leader, Head of Investment Operations at CPP Investments

Mike Leader

Head of Investment Operations
CPP Investments

Vince Pasqualicchio, COO Investments at American Family Insurance

Vince Pasqualicchio

COO Investments
American Family Insurance

Laura Jacques, Trade Operations Vice President at Fidelity Investments

Laura Jacques

Trade Operations Vice President
Fidelity Investments

Buy-Side Speakers

Mariam Osman, COO of Global Investment Operations at Blackrock

Mariam Osman

COO of Global Investment Operations
Blackrock

Rahul Kapur, Global Head of Investment Operations at Capital Group

Rahul Kapur

Global Head of Investment Operations
Capital Group

Ron Robertson, Managing Director, Global Head of Investment and Distribution Services at Invesco

Ron Robertson

Managing Director, Global Head of Investment and Distribution Services
Invesco

Andrew Onslow, Managing Director, Global Investment Operations at Morgan Stanley Investment Management

Andrew Onslow

Managing Director, Global Investment Operations
Morgan Stanley Investment Management

Paul Smith, Head of Global Investment Operations at Federated Hermes

Paul Smith

Head of Global Investment Operations
Federated Hermes

Walter Joyce, Head of Investment Services at TIAA

Walter Joyce

Head of Investment Services
TIAA

Uday Kiran Bolusani, Investment Operations Leader at Independent

Uday Kiran Bolusani

Investment Operations Leader
Independent

Tony Da Silva

Managing Director, Global Head of Portfolio Services
Morgan Stanley Investment Management

Aaron Kipnis, Managing Director, Head of Business Strategy and Transformation at Nuveen

Aaron Kipnis

Managing Director, Head of Business Strategy and Transformation
Nuveen

Toby Norris, COO Private Assets at Morgan Stanley Investment Management

Toby Norris

COO Private Assets
Morgan Stanley Investment Management

Steve Wisneski, SVP Operations Strategy at Franklin Templeton

Steve Wisneski

SVP Operations Strategy
Franklin Templeton

Theresa Messina, Managing Director, Investment Operations at Principal Asset Management

Theresa Messina

Managing Director, Investment Operations
Principal Asset Management

Nichole Graveen, Head of Operations at Ariel Investment Management

Nichole Graveen

Head of Operations
Ariel Investment Management

Aruna Parthiban, Vice Presidnet - Operations Senior Leader at Goldman Sachs Asset Management

Aruna Parthiban

Vice Presidnet - Operations Senior Leader
Goldman Sachs Asset Management

Grace Kang, Head of Investment Operations at Boston Partners

Grace Kang

Head of Investment Operations
Boston Partners

Jesse Robinson, Head of Investment Operations at Lord Abbett & Co.

Jesse Robinson

Head of Investment Operations
Lord Abbett & Co.

Brad Campbell, Director Investment Operations at Arrowmark Partners

Brad Campbell

Director Investment Operations
Arrowmark Partners

James Watson, Program Manager – Systems & Operations Strategy at Franklin Templeton

James Watson

Program Manager – Systems & Operations Strategy
Franklin Templeton

Jason Minkler, Managing Director, Head of Operations at Jennison Associates

Jason Minkler

Managing Director, Head of Operations
Jennison Associates

Ken Slovin, SVP Head of Global Operations at Independent

Ken Slovin

SVP Head of Global Operations
Independent

Jeff Kazen, Head of Operations and Technology at Altrinsic Global Advisors

Jeff Kazen

Head of Operations and Technology
Altrinsic Global Advisors

Olga Sudvarg, COO Data at Invesco Ltd

Olga Sudvarg

COO Data
Invesco Ltd

Meredith Meyer, COO at DSM Capital

Meredith Meyer

COO
DSM Capital

Jared Tramutola, COO at Harding Loevner

Jared Tramutola

COO
Harding Loevner

Patrick Wolcott, COO at Kennedy Capital Management

Patrick Wolcott

COO
Kennedy Capital Management

Llewellyn Smith, COO at Coronation Fund Managers

Llewellyn Smith

COO
Coronation Fund Managers

Michael Fastert, Founder & Chief Executive Officer at Altaira Strategic Partners

Michael Fastert

Founder & Chief Executive Officer
Altaira Strategic Partners

Kelly Branco, CFO at Fulcrum Equity Partners

Kelly Branco

CFO
Fulcrum Equity Partners

Jae Chon, COO at Knollwood Investment Advisory

Jae Chon

COO
Knollwood Investment Advisory

Serge Todorovich, Chief Compliance Officer & General Counsel at Shenkman Capital Management

Serge Todorovich

Chief Compliance Officer & General Counsel
Shenkman Capital Management

Matthew Nelson, Chief Operating Officer at Nomura Capital Management

Matthew Nelson

Chief Operating Officer
Nomura Capital Management

Hieu Giang, Chief Compliance Officer at American Family Insurance

Hieu Giang

Chief Compliance Officer
American Family Insurance

Brad Kirk, Vice President, Investment Operations at Mackenzie Investments

Brad Kirk

Vice President, Investment Operations
Mackenzie Investments

Justin Palmer, Senior Managing Director Head of Business Transformation at Aimco

Justin Palmer

Senior Managing Director Head of Business Transformation
Aimco

Steve Miley, Director of Investment Operations at Eventide Asset Management

Steve Miley

Director of Investment Operations
Eventide Asset Management

Patty Aenchbacher, Director, Enterprise Data Governance at American Century Investments

Patty Aenchbacher

Director, Enterprise Data Governance
American Century Investments

Kim St. Hilaire, COO at Aristotle Investment Services

Kim St. Hilaire

COO
Aristotle Investment Services

Ankur Patel, Director – Trading & Trade Operations Technology at Artisan Partners

Ankur Patel

Director – Trading & Trade Operations Technology
Artisan Partners

Jon Campos

Director Investment Operations
IFM Investors

Charlie Teeple, Managing Director, Credit Operations at HarbourVest

Charlie Teeple

Managing Director, Credit Operations
HarbourVest

Peter Russell, Managing Director, Credit Investment Operations at PSP Investments

Peter Russell

Managing Director, Credit Investment Operations
PSP Investments

Michael Griz, Head of Enterprise Business Services at Mackay Shields

Michael Griz

Head of Enterprise Business Services
Mackay Shields

Jeff Lambert, Global Head of Middle Office Operations & Vice President at Dimensional Fund Advisors

Jeff Lambert

Global Head of Middle Office Operations & Vice President
Dimensional Fund Advisors

Doreen Bentson, Managing Director Investments Technology at Genworth Financial

Doreen Bentson

Managing Director Investments Technology
Genworth Financial

Vathsa Gopinath, Managing Director, Head of Investment Management and Operations at Global Atlantic

Vathsa Gopinath

Managing Director, Head of Investment Management and Operations
Global Atlantic

Jim Seng

Director Investment Operations
Longview Asset Management

Leonara Xhekaj, Managing Director, Head of Operational Risk Management at Apollo Global Management

Leonara Xhekaj

Managing Director, Head of Operational Risk Management
Apollo Global Management

John Mack, CFO at Sagard

John Mack

CFO
Sagard

Jen Weber, Director, Investment Operations at Principal Asset Management

Jen Weber

Director, Investment Operations
Principal Asset Management

Mike Morreale, SVP Investment Operations at Global Atlantic

Mike Morreale

SVP Investment Operations
Global Atlantic

Rahul Bajaj, Managing Director Product Management at Goldman Sachs Asset Management

Rahul Bajaj

Managing Director Product Management
Goldman Sachs Asset Management

Shwetha Venkataramaiah, Head of Investment Fund Operations, Individual Wealth Operations at Sun Life Global Investments

Shwetha Venkataramaiah

Head of Investment Fund Operations, Individual Wealth Operations
Sun Life Global Investments

Michelle Mueller, Associate Director – Enterprise Architecture at Principal Asset Management

Michelle Mueller

Associate Director – Enterprise Architecture
Principal Asset Management

Jody Hayek, Investment Operations Leader at Security Benefit

Jody Hayek

Investment Operations Leader
Security Benefit

Bryan Esposito

Head of Middle Office
Mackay Shields

Kevin Khokhar, Head of Investment Funding Solutions at T. Rowe Price

Kevin Khokhar

Head of Investment Funding Solutions
T. Rowe Price

Joe Volman, SVP Head of Investment Administration at Northern Trust Asset Management

Joe Volman

SVP Head of Investment Administration
Northern Trust Asset Management

Rosemary Mooney, Director Investment Operations at Mackay Shields

Rosemary Mooney

Director Investment Operations
Mackay Shields

Eric Bolisay, Managing Director, Head of Trade Operations at Nuveen, a TIAA company

Eric Bolisay

Managing Director, Head of Trade Operations
Nuveen, a TIAA company

Jeff Spann

Managing Director, Public Assets Operations
SLC Management

Matt Greenspan, Principal, Business Intelligence at Brown Advisory

Matt Greenspan

Principal, Business Intelligence
Brown Advisory

Jen Burka, Senior Director, Head of Portfolio Analytics & Accounting at Harris Associates

Jen Burka

Senior Director, Head of Portfolio Analytics & Accounting
Harris Associates

Matt Bailey, Director Investment Operations at Knollwood Investment Advisory

Matt Bailey

Director Investment Operations
Knollwood Investment Advisory

Chris Maizys, Managing Director, US Head of Client Onboarding at JP Morgan Asset Management

Chris Maizys

Managing Director, US Head of Client Onboarding
JP Morgan Asset Management

Gregory Vilkin, CFO & CCO at Upper90 Capital Management

Gregory Vilkin

CFO & CCO
Upper90 Capital Management

Michael Branchick, Director of IT Business Processes at Driehaus

Michael Branchick

Director of IT Business Processes
Driehaus

Justin Abraham, Head of Investment Portfolio Management Platform at HarbourVest Partners

Justin Abraham

Head of Investment Portfolio Management Platform
HarbourVest Partners

Ky Dong, Strategic Consultant - Investment & Trade Client Services at Franklin Templeton

Ky Dong

Strategic Consultant - Investment & Trade Client Services
Franklin Templeton

Cecilia Bäck, Head of Portfolio Administration at Northern Trust Asset Management

Cecilia Bäck

Head of Portfolio Administration
Northern Trust Asset Management

Mallory Vaughn, Director of Business Transformation at Liberty Mutual Investments

Mallory Vaughn

Director of Business Transformation
Liberty Mutual Investments

Ashish Shah, Director, Investments Management Technology at American Century Investments

Ashish Shah

Director, Investments Management Technology
American Century Investments

Sara Poldaas, Director, Portfolio Services at Mawer Investment Management

Sara Poldaas

Director, Portfolio Services
Mawer Investment Management

Carolyn Sherry, Head of Middle Office and US Transfer Agency at Vanguard

Carolyn Sherry

Head of Middle Office and US Transfer Agency
Vanguard

Frank Spizzoucco Jr, Director, Collateral Management at PGIM Fixed Income

Frank Spizzoucco Jr

Director, Collateral Management
PGIM Fixed Income

Melissa Green, Managing Director, Head of Business Agility at Liberty Mutual Investments

Melissa Green

Managing Director, Head of Business Agility
Liberty Mutual Investments

Shannon Daigh, Global Head of Fixed Income Middle Office and Middle Office Product at JP Morgan Asset Management

Shannon Daigh

Global Head of Fixed Income Middle Office and Middle Office Product
JP Morgan Asset Management

Nitin Kulkarni, Managing Director, Operations at JP Morgan Asset Management

Nitin Kulkarni

Managing Director, Operations
JP Morgan Asset Management

Ben Banfield

Head of Service Delivery, Americas
Invesco

Grace Bang, Director, Data Product and Analytics at Liberty Mutual Investments

Grace Bang

Director, Data Product and Analytics
Liberty Mutual Investments

Jan Hoenisch, Middle Office Advisory at Hoenisch Enterprises

Jan Hoenisch

Middle Office Advisory
Hoenisch Enterprises

Michelle Graham, COO at NorthStar Asset Management

Michelle Graham

COO
NorthStar Asset Management

Parnaz Tabrizian, Director of Innovation Labs at AIMCo

Parnaz Tabrizian

Director of Innovation Labs
AIMCo

Russell Newman, Former COO at Rothschild

Russell Newman

Former COO
Rothschild

Industry Experts and Moderators

Charlie Dwyer, Consultant at Cutter Associates

Charlie Dwyer

Consultant
Cutter Associates

Audrey Costabile, Senior Analyst, Risk and Financial Markets Regulation at Coalition Greenwich

Audrey Costabile

Senior Analyst, Risk and Financial Markets Regulation
Coalition Greenwich

Cindy Castellano, CEO at Cutter Associates

Cindy Castellano

CEO
Cutter Associates

Peter Keaveney, Partner - Consulting Head of North America at Davies Group

Peter Keaveney

Partner - Consulting Head of North America
Davies Group

Sarah Simmonds, Partner – Asset and Wealth Management at Alpha FMC

Sarah Simmonds

Partner – Asset and Wealth Management
Alpha FMC

Chris Spurrell, Founder & Principal at Castle Peak Associates

Chris Spurrell

Founder & Principal
Castle Peak Associates

Matt Cirpriano, Senior Manager at Deloitte

Matt Cirpriano

Senior Manager
Deloitte

Declan Byrne, Partner, Asset and Wealth Management Managed Service Leader at PWC

Declan Byrne

Partner, Asset and Wealth Management Managed Service Leader
PWC

Mark Aguilera, Founder & CEO at TorreBlanc

Mark Aguilera

Founder & CEO
TorreBlanc

Jim Kearney, Former Global Head of Investment Operations at Deloitte

Jim Kearney

Former Global Head of Investment Operations
Deloitte

Guest Speakers

Tom Hardin, Former Buy Side Trader and FBI Whistleblower  at Independent

Tom Hardin

Former Buy Side Trader and FBI Whistleblower 
Independent

Sell-Side Speakers & Solution Providers

Richard Anton, Chief Client Officer at CIBC Mellon

Richard Anton

Chief Client Officer
CIBC Mellon

John Lehner, President at Fundguard

John Lehner

President
Fundguard

Matt Moeser, Founder & CEO at Continuus Technology

Matt Moeser

Founder & CEO
Continuus Technology

Gabino Roche Jr, CEO & Co-Founder at Saphyre

Gabino Roche Jr

CEO & Co-Founder
Saphyre

Rory Gaston, Group Managing Director at Saragossa

Rory Gaston

Group Managing Director
Saragossa

Christine Knott, Managing Director, Data, Digital & Client Solutions at RBC Investor Services

Christine Knott

Managing Director, Data, Digital & Client Solutions
RBC Investor Services

Gary Paulin, Head of International Enterprise Client Solutions at Northern Trust

Gary Paulin

Head of International Enterprise Client Solutions
Northern Trust

Mike Sleightholme, President, Broadridge International and Head of Asset Management Solutions at Broadridge Financial Solutions, Inc.

Mike Sleightholme

President, Broadridge International and Head of Asset Management Solutions
Broadridge Financial Solutions, Inc.

Sarah Simmonds, Partner - Asset and Wealth Management at Alpha FMC

Sarah Simmonds

Partner - Asset and Wealth Management
Alpha FMC

Naveen TV, EVP, Head of Product at AccessFintech

Naveen TV

EVP, Head of Product
AccessFintech

Samantha Lippitt, Strategic Account Director at Arteria AI

Samantha Lippitt

Strategic Account Director
Arteria AI

John Joseph, Head of Sales Engineering, North America at Xceptor

John Joseph

Head of Sales Engineering, North America
Xceptor

Jason Yule, VP Client Success at WTax

Jason Yule

VP Client Success
WTax

Chris Coleman, Executive Vice President – Head of Global Sales and Client Coverage at State Street

Chris Coleman

Executive Vice President – Head of Global Sales and Client Coverage
State Street

KY Chong, Head of TadeNeXus Business Development at State Street

KY Chong

Head of TadeNeXus Business Development
State Street

Pardeep Cassells, Head of Client Experience at Access Fintech

Pardeep Cassells

Head of Client Experience
Access Fintech

Aish Agrawal, Managing Director, Infomediary Data Solutions at Brown Brothers Harriman

Aish Agrawal

Managing Director, Infomediary Data Solutions
Brown Brothers Harriman

Sri Venkat, Managing Director Head of Product, Currency Management at State Street

Sri Venkat

Managing Director Head of Product, Currency Management
State Street

Matt Severs, Head of Asset Owners - Americas at Simcorp

Matt Severs

Head of Asset Owners - Americas
Simcorp

Jeff Marsden, Chief Product Officer at Purefacts

Jeff Marsden

Chief Product Officer
Purefacts

Katherine Lucas, Senior MD, Head of North America and Global Clients Division Marketing at State Street

Katherine Lucas

Senior MD, Head of North America and Global Clients Division Marketing
State Street

John Zilinskis, SVP, Head of Data Solutions and Services, Capital Markets at FIS

John Zilinskis

SVP, Head of Data Solutions and Services, Capital Markets
FIS

Thomas Izzo, Sales Manager at Charles River Development

Thomas Izzo

Sales Manager
Charles River Development

James Pike, Chief Revenue Officer and Head of Strategy at Taskize

James Pike

Chief Revenue Officer and Head of Strategy
Taskize

Roy Saadon, CEO at Access Fintech

Roy Saadon

CEO
Access Fintech

Matthew Goldblatt, Head of Private Asset Solutions for EMEA and APAC at J.P. Morgan

Matthew Goldblatt

Head of Private Asset Solutions for EMEA and APAC
J.P. Morgan

Ashley Peterson, Head of Fusion Sales at JP Morgan

Ashley Peterson

Head of Fusion Sales
JP Morgan

Justin Rousseau, SVP, Head of Asset Management at FactSet

Justin Rousseau

SVP, Head of Asset Management
FactSet

Pratap Narayan Singh, Global Head of Private Markets at Acuity Knowledge Partners

Pratap Narayan Singh

Global Head of Private Markets
Acuity Knowledge Partners

Clair Williams, EVP, Global Head of Alpha Operations and Investment Analytics at State Street

Clair Williams

EVP, Global Head of Alpha Operations and Investment Analytics
State Street

Gerard Gilsenan, Chief Revenue Officer at Fund Recs

Gerard Gilsenan

Chief Revenue Officer
Fund Recs

Michele Pitts, Managing Director at Citi

Michele Pitts

Managing Director
Citi

Christopher Morin, Managing Director Global Head of Middle Office and Performance at Citi

Christopher Morin

Managing Director Global Head of Middle Office and Performance
Citi

Rochelle Glazman, VP Head of Product Marketing at Arcesium

Rochelle Glazman

VP Head of Product Marketing
Arcesium

Stevi Joseph, Head of Investment Operations at Acuity Knowledge Partners

Stevi Joseph

Head of Investment Operations
Acuity Knowledge Partners

Marcela Crossman, Senior Director at SS&C Technologies

Marcela Crossman

Senior Director
SS&C Technologies

Al Castillo, Vice President Solutions Management at SS&C Technologies

Al Castillo

Vice President Solutions Management
SS&C Technologies

Meera Jessa, Managing Director at Blackrock Aladdin

Meera Jessa

Managing Director
Blackrock Aladdin

Michael Winnike, Managing Director, CSS Strategy & Market Solutions at DTCC

Michael Winnike

Managing Director, CSS Strategy & Market Solutions
DTCC

Greg Nuckowski

Head of Professional Services NA
Rimes

Pam Samrai, Head of Post Trade Product for Buy-Side OMS at Bloomberg

Pam Samrai

Head of Post Trade Product for Buy-Side OMS
Bloomberg

Charles DeLuca, Tier 1 Buy-Side Solutions Leader at Bloomberg

Charles DeLuca

Tier 1 Buy-Side Solutions Leader
Bloomberg

Damian Handzy, Managing Director of Analytics & Research at Confluence

Damian Handzy

Managing Director of Analytics & Research
Confluence

Nico Coetzee, Head of Sales, Global Account Management at Confluence

Nico Coetzee

Head of Sales, Global Account Management
Confluence

We're always looking ahead to book a roster of inspiring speakers. Contact us today to reserve your spot.

Want to see who spoke previously? View the list here.

Our Sponsors:

Acuity Knowledge Partners

Alpha Financial Markets Consulting

Altaira Strategic Partners

Brown Brothers Harriman

Castle Peak Associates

Clearwater Analytics

Continuus Technologies

Curium Data Systems

EXF Financial Data Solutions

Financial Recovery Technologies (FRT)

Financial Risk Solutions (FRS)

Grandview Analytics

Gresham Technologies

ISS Securities Class Action Services (ISS SCAS)

London Stock Exchange

RBC Investor Services

STP Investment Services

Ultimus Fund Solutions

Watson Wheatley