InvestOps USA 2020

November 16 - 18, 2020

Online

Our Speakers

Sergio Capanna, Director of Product Management & Head of Asset Management at Calypso Technology

Sergio Capanna

Director of Product Management & Head of Asset Management
Calypso Technology

Louis Rosato, Director – Global Investment Operations – Industry Engagement & Strategy at BlackRock BlackRock Logo

Louis Rosato

Director – Global Investment Operations – Industry Engagement & Strategy
BlackRock

Jim Kearney, Head of Global Investment Operations at Vanguard Vanguard Logo

Jim Kearney

Head of Global Investment Operations
Vanguard

Uday Kiran Bolusani, VP Global Product & Clearing Services at Fidelity Fidelity Logo

Uday Kiran Bolusani

VP Global Product & Clearing Services
Fidelity

Vincent Pasqualicchio, COO - Investments at American Family Insurance American Family Insurance Logo

Vincent Pasqualicchio

COO - Investments
American Family Insurance

Kamala Anantharam, Chief Risk Officer and Head of Investment Operations at PineBridge Investments PineBridge Investments Logo

Kamala Anantharam

Chief Risk Officer and Head of Investment Operations
PineBridge Investments

Eric Bolisay, Vice President- Head of Derivatives Strategic Operations at T.Rowe Price T.Rowe Price Logo

Eric Bolisay

Vice President- Head of Derivatives Strategic Operations
T.Rowe Price

Jeffrey Leschen, Director of Operations at Bramshill Investments Bramshill Investments Logo

Jeffrey Leschen

Director of Operations
Bramshill Investments

Ky Dong, Global Trade Services at Franklin Templeton Investments Franklin Templeton Investments Logo

Ky Dong

Global Trade Services
Franklin Templeton Investments

Jesse Robinson, MD of Investment Operations at State Street Global Advisors State Street Global Advisors Logo

Jesse Robinson

MD of Investment Operations
State Street Global Advisors

Evan Fire, CIOO & CISO at Pzena Investment Management Pzena Investment Management Logo

Evan Fire

CIOO & CISO
Pzena Investment Management

Shirley Eckes, Global Head of Operations at State of Wisconsin Investment Board State of Wisconsin Investment Board Logo

Shirley Eckes

Global Head of Operations
State of Wisconsin Investment Board

Marc Buonomo, Investment Operations Director at DWS Investment Management Americas DWS Investment Management Americas Logo

Marc Buonomo

Investment Operations Director
DWS Investment Management Americas

Estuko ‘Ekko’ Fuseya Jennings, Global Head of Operational Risk at Morgan Stanley Investment Management Morgan Stanley Investment Management Logo

Estuko ‘Ekko’ Fuseya Jennings

Global Head of Operational Risk
Morgan Stanley Investment Management

Tony Warren, SVP, Strategic Innovation Executive at FIS FIS Logo

Tony Warren

SVP, Strategic Innovation Executive
FIS

Jonathan McGee, Head of Investment Analytics & Delivery at Manulife Asset Management Manulife Asset Management Logo

Jonathan McGee

Head of Investment Analytics & Delivery
Manulife Asset Management

Jonathan Pincus, Head of Investment Operations at Northern Trust Asset Management Northern Trust Asset Management Logo

Jonathan Pincus

Head of Investment Operations
Northern Trust Asset Management

Sonia Maloney, Director, Public Markets Business Management at Canada Pension Plan Investment Board Canada Pension Plan Investment Board Logo

Sonia Maloney

Director, Public Markets Business Management
Canada Pension Plan Investment Board

Rene Madden, Executive Director- Global Client Services at J.P Morgan Asset Management J.P Morgan Asset Management Logo

Rene Madden

Executive Director- Global Client Services
J.P Morgan Asset Management

Marc Mallett, Director of Strategy Asset Servicing Americas at Northern Trust Northern Trust Logo

Marc Mallett

Director of Strategy Asset Servicing Americas
Northern Trust

Charles Dwyer, Former Director, Global Technology and Operations at Deutsche Bank Deutsche Bank Logo

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

David Easthope, Head of Capital Markets at Celent Group Celent Group Logo

David Easthope

Head of Capital Markets
Celent Group

Tom Schroeder, Managing Director at Summit Rock Advisors Summit Rock Advisors Logo

Tom Schroeder

Managing Director
Summit Rock Advisors

Thomas Shea, Global Head of Middle Office at Manulife Asset Management Manulife Asset Management Logo

Thomas Shea

Global Head of Middle Office
Manulife Asset Management

Russell Snow, Head of Middle Office at American Family Insurance American Family Insurance Logo

Russell Snow

Head of Middle Office
American Family Insurance

Steven Wisneski, SVP of Operations & Technology Strategies at Franklin Templeton Investments Franklin Templeton Investments Logo

Steven Wisneski

SVP of Operations & Technology Strategies
Franklin Templeton Investments

Jenny Tsouvalis, Senior VP of Operations at OMERS OMERS Logo

Jenny Tsouvalis

Senior VP of Operations
OMERS

Greg Turner, Head of US Operations at Legal & General Investment Management Legal & General Investment Management Logo

Greg Turner

Head of US Operations
Legal & General Investment Management

Cinda Whitten, Managing Director, Global Operations at Principal Global Investors Principal Global Investors Logo

Cinda Whitten

Managing Director, Global Operations
Principal Global Investors

Dave Winter, Head of Investment Operations, Americas at Aberdeen Standard Investments Aberdeen Standard Investments Logo

Dave Winter

Head of Investment Operations, Americas
Aberdeen Standard Investments

Tisha Worden, Assistant Director of Investment Operations at Principal Global Investors Principal Global Investors Logo

Tisha Worden

Assistant Director of Investment Operations
Principal Global Investors

Michael H. Koegler, CEO at Market Alpha Advisors LLC Market Alpha Advisors LLC Logo

Michael H. Koegler

CEO
Market Alpha Advisors LLC

Matthew Bailey, Reference Data Team Lead at Brown Advisory Brown Advisory Logo

Matthew Bailey

Reference Data Team Lead
Brown Advisory

Timothy Cottone, Transaction Management & Reconciliation Team Lead at Brown Advisory Brown Advisory Logo

Timothy Cottone

Transaction Management & Reconciliation Team Lead
Brown Advisory

Andrew Onslow, Global Head of Investment Management Operations at Morgan Stanley Morgan Stanley Logo

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley

Michael Nirschl, Managing Director at Morgan Stanley Investment Management Morgan Stanley Investment Management Logo

Michael Nirschl

Managing Director
Morgan Stanley Investment Management

Franklin Templeton Investments Logo

Dan Mossissam

Director of Strategic Architecture
Franklin Templeton Investments

Audrey Blater, Senior Analyst at Aite Group Aite Group Logo

Audrey Blater

Senior Analyst
Aite Group

Anita Karier, Head of GPS Global Initiatives, Investment Services at Invesco Invesco Logo

Anita Karier

Head of GPS Global Initiatives, Investment Services
Invesco

Michael Campbell, former Chief Information Officer at PGIM Fixed Income

Michael Campbell

former Chief Information Officer
PGIM Fixed Income

Whitebox Advisors Logo

Brent Bertsch

Managing Director of Operations
Whitebox Advisors

Mike Tumilty, Global COO at Standard Life Aberdeen

Mike Tumilty

Global COO
Standard Life Aberdeen

Alain Mandy, COO at Wellington Management

Alain Mandy

COO
Wellington Management

Julia Streets, CEO at Streets Consulting

Julia Streets

CEO
Streets Consulting

Martha Fee, Chief Operating Officer at Northern Trust Asset Management

Martha Fee

Chief Operating Officer
Northern Trust Asset Management

Henrik Bestue, Head of Middle Office at Nordea Asset Management

Henrik Bestue

Head of Middle Office
Nordea Asset Management

Marco Di Palma, Head of Commercial Operations at JP Morgan Asset Management

Marco Di Palma

Head of Commercial Operations
JP Morgan Asset Management

Darren Johnson, COO at Impax Asset Management

Darren Johnson

COO
Impax Asset Management

Jean Charles-Delcroix, Chief Compliance Officer UK, at Amundi Asset Management Amundi Asset Management Logo

Jean Charles-Delcroix

Chief Compliance Officer UK,
Amundi Asset Management

Darryl Cornelius, VP and Head of European Regulatory Projects at State Street Global Advisors

Darryl Cornelius

VP and Head of European Regulatory Projects
State Street Global Advisors

Susan Hudson, Head of Regulatory Management at UBS Asset Management

Susan Hudson

Head of Regulatory Management
UBS Asset Management

Krzysztof Wierzchowski, Global Trade Services Director- Derivatives at Franklin Templeton Investments

Krzysztof Wierzchowski

Global Trade Services Director- Derivatives
Franklin Templeton Investments

Christian Brønd Måhrbeck

Head of Derivatives Operations
Nordea Asset Management

Guido Verkoeijen, Head of Cash & Collateral Management at APG Asset Management

Guido Verkoeijen

Head of Cash & Collateral Management
APG Asset Management

Chris Slater

Director of Regulator Management
UBS Asset Management

Henry Raschen

Head of Regulatory Engagement
HSBC Global

Kurt Hangaard, COO at BankInvest

Kurt Hangaard

COO
BankInvest

Steve Loizou, Head of UK Investment Operations, Global Head of Data Management, and Regulatory operations at Janus Henderson Investors

Steve Loizou

Head of UK Investment Operations, Global Head of Data Management, and Regulatory operations
Janus Henderson Investors

Ismail Larbi Meziane

Head of Middle Office
Candriam Investors Group

Cecile Bartenieff, COO & Head of Global IT and Operations at Société Générale

Cecile Bartenieff

COO & Head of Global IT and Operations
Société Générale

Hans Steyaert

Head of Global Operations Services
BNP Paribas Asset Management

Chris Taylor

COO
CG Asset Management

Nabil Fejjal

Head of Middle Office Control, France
AXA Investment Managers

Jason Mitchell, Co-Head of Responsible Investment at Man Group

Jason Mitchell

Co-Head of Responsible Investment
Man Group

Mark Brinklow, MD of Client On-boarding at Morgan Stanley

Mark Brinklow

MD of Client On-boarding
Morgan Stanley

Ian Lloyd, SVP, Global Investment Operations at Alliance Bernstein

Ian Lloyd

SVP, Global Investment Operations
Alliance Bernstein

Janet Wong, Head of ESG Engagement at Federated Hermes

Janet Wong

Head of ESG Engagement
Federated Hermes

Melanie Seymour, Global Head of Client Services at BlackRock

Melanie Seymour

Global Head of Client Services
BlackRock

Harold Bimpong, Head of Securities Finance Operations at Aviva Investors

Harold Bimpong

Head of Securities Finance Operations
Aviva Investors

Ben Pumfrett

Head of Product and Profitability, Middle Office
RBC Investor & Treasury Services

Philitsa Hanson

Head of Transformation
Linedata

Caroline Huynh

Global Head of Derivatives Operations & Investment Operations
Allianz Global Investors

Don Choe

CTO
Annaly Capital Management

Ed Selker, Director, Enterprise Data Operations at Federated Investors Federated Investors Logo

Ed Selker

Director, Enterprise Data Operations
Federated Investors

Andrew Sexton, Sales and Marketing Director at Curium Data Systems Curium Data Systems Logo

Andrew Sexton

Sales and Marketing Director
Curium Data Systems

Don Maciag, Managing Director of Middle Office at Charles Schwab Investment Management Charles Schwab Investment Management Logo

Don Maciag

Managing Director of Middle Office
Charles Schwab Investment Management

Glenn Peipert, Head of Transformation & CDO at MetLife MetLife Logo

Glenn Peipert

Head of Transformation & CDO
MetLife

Josef Sommeregger, Managing Director at SimCorp

Josef Sommeregger

Managing Director
SimCorp

Emma Crabtree

Head of Sales EMEA
BNP Paribas

Ray Cullivan, Head of Investment Operations and Fund Oversight at GAM Fund Management

Ray Cullivan

Head of Investment Operations and Fund Oversight
GAM Fund Management

Hugh Burden, Commercial Director at AutoRek

Hugh Burden

Commercial Director
AutoRek

Ian Reese

Product Manager, Client Communications
SimCorp

Sarah Prior

Global Client Communications Go-To-Market Strategist
SimCorp


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

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