InvestOps USA 2026

March 9 - 11, 2026

JW Marriott Grande Lakes, Orlando

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

Louis Rosato

Director – Global Investment Operations – Industry Engagement & Strategy
BlackRock

Jim Kearney, Head of Global Investment Operations at Vanguard

Jim Kearney

Head of Global Investment Operations
Vanguard

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

Uday Kiran Bolusani

VP Global Product & Clearing Services
Fidelity

Vincent Pasqualicchio, COO - Investments at American Family Insurance

Vincent Pasqualicchio

COO - Investments
American Family Insurance

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

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

Eric Bolisay

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

Jeffrey Leschen, Director of Operations at Bramshill Investments

Jeffrey Leschen

Director of Operations
Bramshill Investments

Ky Dong, Global Trade Services at Franklin Templeton Investments

Ky Dong

Global Trade Services
Franklin Templeton Investments

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

Jesse Robinson

MD of Investment Operations
State Street Global Advisors

Evan Fire, COO at Pzena Investment Management

Evan Fire

COO
Pzena Investment Management

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

Shirley Eckes

Global Head of Operations
State of Wisconsin Investment Board

Marc Buonomo, Investment Operations Director at DWS Investment Management Americas

Marc Buonomo

Investment Operations Director
DWS Investment Management Americas

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

Estuko ‘Ekko’ Fuseya Jennings

Global Head of Operational Risk
Morgan Stanley Investment Management

Tony Warren, SVP, Strategic Innovation Executive at FIS

Tony Warren

SVP, Strategic Innovation Executive
FIS

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

Jonathan McGee

Head of Investment Analytics & Delivery
Manulife Asset Management

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

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

Rene Madden

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

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

Marc Mallett

Director of Strategy Asset Servicing Americas
Northern Trust

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

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

Tom Schroeder, Managing Director at Summit Rock Advisors

Tom Schroeder

Managing Director
Summit Rock Advisors

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

Thomas Shea

Global Head of Middle Office
Manulife Asset Management

Russell Snow, Head of Middle Office at American Family Insurance

Russell Snow

Head of Middle Office
American Family Insurance

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

Steven Wisneski

SVP of Operations & Technology Strategies
Franklin Templeton Investments

Jenny Tsouvalis, Senior VP of Operations at OMERS

Jenny Tsouvalis

Senior VP of Operations
OMERS

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

Greg Turner

Head of US Operations
Legal & General Investment Management

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

Cinda Whitten

Managing Director, Global Operations
Principal Global Investors

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

Dave Winter

Head of Investment Operations, Americas
Aberdeen Standard Investments

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

Tisha Worden

Assistant Director of Investment Operations
Principal Global Investors

Michael H. Koegler, CEO at Market Alpha Advisors LLC

Michael H. Koegler

CEO
Market Alpha Advisors LLC

Matthew Bailey, Reference Data Team Lead at Brown Advisory

Matthew Bailey

Reference Data Team Lead
Brown Advisory

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

Timothy Cottone

Transaction Management & Reconciliation Team Lead
Brown Advisory

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

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley

Michael Nirschl, Managing Director at Morgan Stanley Investment Management

Michael Nirschl

Managing Director
Morgan Stanley Investment Management

Dan Mossissa

Director of Strategic Architecture
Franklin Templeton Investments

Audrey Blater, Senior Analyst at Aite Group

Audrey Blater

Senior Analyst
Aite Group

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

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

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 MBE, Founder & CEO at Streets Consulting

Julia Streets MBE

Founder & CEO
Streets Consulting

Martha Fee, Industry Practitioner & Former COO at Independent

Martha Fee

Industry Practitioner & Former COO
Independent

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

Geoff Larkin, Head of Digital Strategy & Delivery at Impax Asset Management

Geoff Larkin

Head of Digital Strategy & Delivery
Impax Asset Management

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

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 at CG Asset Management

Chris Taylor

COO
CG Asset Management

Nabil Fejjal

Head of Investment Support 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 at Annaly Capital Management

Don Choe

CTO
Annaly Capital Management

Ed Selker, Director, Enterprise Data Operations at Federated Investors

Ed Selker

Director, Enterprise Data Operations
Federated Investors

Andrew Sexton, Sales and Marketing Director at Curium Data Systems

Andrew Sexton

Sales and Marketing Director
Curium Data Systems

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

Don Maciag

Managing Director of Middle Office
Charles Schwab Investment Management

Glenn Peipert, Head of Transformation & CDO at MetLife

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

George Bloom, Eastern Region Sales Director at MarkLogic

George Bloom

Eastern Region Sales Director
MarkLogic

Sarah Prior

Global Client Communications Go-To-Market Strategist
SimCorp

David Kaaret, Solutions Engineer at MarkLogic

David Kaaret

Solutions Engineer
MarkLogic

Harry Chopra, Chief Client Officer at AxiomSL

Harry Chopra

Chief Client Officer
AxiomSL

Rob Stell, Director, Strategic Accounts at MarkLogic

Rob Stell

Director, Strategic Accounts
MarkLogic

Ruchir Verma, Head of Global Services, Investment Management at Zurich Insurance Group

Ruchir Verma

Head of Global Services, Investment Management
Zurich Insurance Group

Patrick Engelhard, Global Head, Datacare at SimCorp

Patrick Engelhard

Global Head, Datacare
SimCorp

Ramesh Rabadiya, Global Strategy Data Management at SimCorp

Ramesh Rabadiya

Global Strategy Data Management
SimCorp

David Csiki, Managing Director & President at INDATA

David Csiki

Managing Director & President
INDATA

Yann Bloch, VP Product Management, North America at NeoXam

Yann Bloch

VP Product Management, North America
NeoXam

Jason McCann, Head of Sales, North America at NeoXam

Jason McCann

Head of Sales, North America
NeoXam

Shirley Williams

AVP Financial Management Services
American Fidelity Assurance

Rick Barnett

Vice President of Investments
Sagen

Amanda Telhu Sharma

Manager of Investment Accounting & Operations
Sagen

Dennis Moore

Senior Sales Executive
SS&C Technologies

Sara Benwell

Editors of
Insurance Investor and Fund Operator

Nick Padgen, Head of Operations at Pzena Investment Management

Nick Padgen

Head of Operations
Pzena Investment Management

Minh Nguyen, Director - Technology Solutions Integration at Jackson National Asset Management, LLC

Minh Nguyen

Director - Technology Solutions Integration
Jackson National Asset Management, LLC

Chris Peterson, Manager, Operations at Harris Associates, L.P.

Chris Peterson

Manager, Operations
Harris Associates, L.P.

Vinod Jain, Senior Analyst at Aite Group

Vinod Jain

Senior Analyst
Aite Group

Paul Chung, SVP of Client Services at Electra

Paul Chung

SVP of Client Services
Electra

Gabino Roche, CEO and Founder at Saphyre

Gabino Roche

CEO and Founder
Saphyre

Nicholas Mannino

Executive Director, Product Development & Securities
JP Morgan Chase

Martin Kwiatkowski

Head of Global Investment Operations
Aberdeen Standard Investments

Russell Feldman

Chief Operating Officer
IMTC

Andrew Barnett

Global Head of Product Strategy
RIMES Technologies

Neal Chansky, Managing Director, Operational Agility at Olmstead Associates

Neal Chansky

Managing Director, Operational Agility
Olmstead Associates

Martin Sullivan

SVP, Asset Manager Sector Sales
State Street Corporation

Peter M. Keaveney

Head of Investment Operations
BNY Mellon

Vikash Rughani, Business Manager at triReduce, TriOptima

Vikash Rughani

Business Manager
triReduce, TriOptima

David Bates, Managing Partner at Citisoft

David Bates

Managing Partner
Citisoft

Paul Migliore, CEO at Citisoft

Paul Migliore

CEO
Citisoft

Hopeton Lindo

Director Client Relationships - Asset Management
AxiomSL

Gaurav Chandra

Global Product Manager
AxiomSL

Frank Roden

Head of Asset Managers & Asset Owners EMEA
BNP Paribas Securities Services

Scott Kurland, Managing Director at SS&C Technologies

Scott Kurland

Managing Director
SS&C Technologies

Matthew Caulfield

Executive Vice President
Archer

Mark Trousdale

Chief Growth Officer
InvestCloud

Joel Kornblum, Head of Strategic Engagements at BNY Mellon Global Digital Solutions

Joel Kornblum

Head of Strategic Engagements
BNY Mellon Global Digital Solutions

Jeremy Skaling, Head of Marketing at BNY Mellon Data and Analytics Solutions

Jeremy Skaling

Head of Marketing
BNY Mellon Data and Analytics Solutions

Debbie Williams, Head of Data Governance Advisory at BNY Mellon OMNI Digital Services

Debbie Williams

Head of Data Governance Advisory
BNY Mellon OMNI Digital Services

Marc Rubenfeld, Head of Sales EMEA at BNY Mellon Data and Analytics Solutions

Marc Rubenfeld

Head of Sales EMEA
BNY Mellon Data and Analytics Solutions

Olivier Boudard, Sales Engineer, EMEA at BNY Mellon Data and Analytics Solutions

Olivier Boudard

Sales Engineer, EMEA
BNY Mellon Data and Analytics Solutions

Neil Murphy, Business Manager at triResolve, TriOptima

Neil Murphy

Business Manager
triResolve, TriOptima

Darragh O’Connor

Senior Market Specialist
Calypso Technology

Christine Gill

Head of Commercial Development
BNY Mellon Asset Servicing

Mal Cullen, Head of BNY Mellon OMNI Digital Services at BNY Mellon

Mal Cullen

Head of BNY Mellon OMNI Digital Services
BNY Mellon

Joshua Rand

Managing Director
Essentia Analytics

Peter Jackson, Chief Data and Data Science Officer at Legal and General Investment Management

Peter Jackson

Chief Data and Data Science Officer
Legal and General Investment Management

Burkhard Keese

Chief Financial Officer
Lloyd’s of London

James Chew

Director of Global Product Management, Global Distribution Support & Transfer Agency
HSBC

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

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Our Sponsors:

Brown Brothers Harriman

Castle Peak Associates

Clearwater Analytics

Finbourne Technology

Grandview Analytics

London Stock Exchange Group

Preyer US Corp.

RBC Investor Services

S&P Global Market Intelligence

Ultimus Fund Solutions

Watson Wheatley