InvestOps USA 2020

December 16 - 18, 2020

Marriott Tampa Waterside

Our Speakers

Louis Rosato, Global Head of Investment Operations at BlackRock BlackRock Logo

Louis Rosato

Global Head of Investment Operations
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

Jay Boyd, Application Services Technology Officer at Invesco Invesco Logo

Jay Boyd

Application Services Technology Officer
Invesco

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

Jeffrey Leschen

Director of Operations
Bramshill Investments

Tobias Fritsch, Chief Operating Officer at Allianz Investment Management Allianz Investment Management Logo

Tobias Fritsch

Chief Operating Officer
Allianz Investment Management

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

Ky Dong

Global Trade Services
Franklin Templeton Investments

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

Glenn Peipert

Head of Transformation & CDO
MetLife

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

Robin Dreeke, Author, Former FBI Special Agent & Chief of the Counterintelligence Behavioural Analysis Program at .

Robin Dreeke

Author, Former FBI Special Agent & Chief of the Counterintelligence Behavioural Analysis Program
.

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

Matthew Griffin, Founder and CEO, Technology Futurist at 311 Institute 311 Institute Logo

Matthew Griffin

Founder and CEO, Technology Futurist
311 Institute

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

David Easthope

Head of Capital Markets
Celent Group

Peter Kapur, Independent Data Consultant, Former Head of Data Strategies at AIG AIG Logo

Peter Kapur

Independent Data Consultant, Former Head of Data Strategies
AIG

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

Tom Schroeder

Managing Director
Summit Rock Advisors

Ed Selker, Director - Data Management Operations at Federated Hermes, Inc. Federated Hermes, Inc. Logo

Ed Selker

Director - Data Management Operations
Federated Hermes, Inc.

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

Thomas Stabile, Head of Operations at Insight Investment Insight Investment Logo

Thomas Stabile

Head of Operations
Insight Investment

Ioana Supateanu, Director of Government Affairs and Innovation Strategies at Citi Citi Logo

Ioana Supateanu

Director of Government Affairs and Innovation Strategies
Citi

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

Kevin Welch, Managing Director at Investor services, BBH Investor services, BBH Logo

Kevin Welch

Managing Director
Investor services, BBH

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

Matt McGarry, EVP, Global Head of Managed Services at Enfusion Systems Enfusion Systems Logo

Matt McGarry

EVP, Global Head of Managed Services
Enfusion Systems

Scott Kurland, Managing Director at SS&C Technologies SS&C Technologies Logo

Scott Kurland

Managing Director
SS&C Technologies

Ted O’Connor, Senior Vice President, Head of Treasury Sales at Arcesium Arcesium Logo

Ted O’Connor

Senior Vice President, Head of Treasury Sales
Arcesium

Andrew Barnett, Global Head of Product Strategy at RIMES Technologies RIMES Technologies Logo

Andrew Barnett

Global Head of Product Strategy
RIMES Technologies

Don Maciag, Managing Director at Charles Schwab Investment Management Charles Schwab Investment Management Logo

Don Maciag

Managing Director
Charles Schwab Investment Management

Russell Feldman, Head of Business and Product Development at IMTC IMTC Logo

Russell Feldman

Head of Business and Product Development
IMTC

Josef Sommeregger, Managing Director at SimCorp Gain SimCorp Gain Logo

Josef Sommeregger

Managing Director
SimCorp Gain

Paul Migliore, CEO at Citisoft Citisoft Logo

Paul Migliore

CEO
Citisoft

Harry Chopra, Chief Client Officer at AxiomSL AxiomSL Logo

Harry Chopra

Chief Client Officer
AxiomSL

Marlon Surdi, Head of Fraud Operations, Investment Management Division at Goldman Sachs Goldman Sachs Logo

Marlon Surdi

Head of Fraud Operations, Investment Management Division
Goldman Sachs

Gabino Roche, CEO and Founder at Saphyre Saphyre Logo

Gabino Roche

CEO and Founder
Saphyre

Vidya Guruju, Senior Product Manager at Charles River Development Charles River Development Logo

Vidya Guruju

Senior Product Manager
Charles River Development

Ken Krupa, VP, Global Solutions Engineering at MarkLogic MarkLogic Logo

Ken Krupa

VP, Global Solutions Engineering
MarkLogic

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

Michael H. Koegler

CEO
Market Alpha Advisors LLC

Arnie Wachs, Principal and Practice Lead, Data Management at Cutter Associates Cutter Associates Logo

Arnie Wachs

Principal and Practice Lead, Data Management
Cutter Associates

Neal Chansky, Managing Director, Operational Agility at Olmstead Associates Olmstead Associates Logo

Neal Chansky

Managing Director, Operational Agility
Olmstead Associates

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

Andrew Sexton

Sales and Marketing Director
Curium Data Systems

Alex Strekel, Director, Investment Management Solutions at Clearwater Analytics Clearwater Analytics Logo

Alex Strekel

Director, Investment Management Solutions
Clearwater Analytics

Anthony F. Mirabile, Regional Head of the Investment Management Division at Goldman Sachs Goldman Sachs Logo

Anthony F. Mirabile

Regional Head of the Investment Management Division
Goldman Sachs

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

Brittany Garland, Executive Director, Platforms, Risk and Regulatory Compliance at IHS Markit IHS Markit Logo

Brittany Garland

Executive Director, Platforms, Risk and Regulatory Compliance
IHS Markit

Matthew Nelson, Vice President, Buy-Side Strategy and Business Development at Broadridge Financial Solutions Inc. Broadridge Financial Solutions Inc. Logo

Matthew Nelson

Vice President, Buy-Side Strategy and Business Development
Broadridge Financial Solutions Inc.

Ian Rees, Product Manager, Director at SimCorp SimCorp Logo

Ian Rees

Product Manager, Director
SimCorp

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

Mary Harris, Head of triResolve Business Management, North America at TriOptima TriOptima Logo

Mary Harris

Head of triResolve Business Management, North America
TriOptima

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

Michael Nirschl

Managing Director
Morgan Stanley Investment Management

Nick Mannino, Executive Director, Product Development & Securities at JP Morgan Chase

Nick Mannino

Executive Director, Product Development & Securities
JP Morgan Chase

David Bates, Managing Partner at Citisoft Citisoft Logo

David Bates

Managing Partner
Citisoft

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

Thomas Grande, Sales Director at GlobeTax GlobeTax Logo

Thomas Grande

Sales Director
GlobeTax

Tom Phipps, Principal – Practice Lead, Operational Strategy at Cutter Associates Cutter Associates Logo

Tom Phipps

Principal – Practice Lead, Operational Strategy
Cutter Associates

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

Paul Chung, SVP of Client Services at Electra Electra Logo

Paul Chung

SVP of Client Services
Electra

Whitebox Advisors Logo

Brent Bertsch

Managing Director of Operations
Whitebox Advisors

Steve Taylor

Head of Data Vault and Studio, Data and Analytics Solutions
BNY Mellon

Evan Rapoport, Founder and CEO at SMArtX Advisory Solutions SMArtX Advisory Solutions Logo

Evan Rapoport

Founder and CEO
SMArtX Advisory Solutions


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.