InvestOps USA 2026

March 9 - 11, 2026

JW Marriott Grande Lakes, Orlando

Our Speakers

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.

Speakers

Lou Rosato, Global Investment Operations, Industry Engagement & Strategy at BlackRock

Lou Rosato

Global Investment Operations, Industry Engagement & Strategy
BlackRock

Anthony Mirabile, MD, Regional Head of Investment Management at Goldman Sachs Asset Management

Anthony Mirabile

MD, Regional Head of Investment Management
Goldman Sachs Asset Management

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

Darryl Cornelius

VP & Head of Regulatory Projects
State Street Global Advisors

James Kearney, Principal, Global Investment Operations at Vanguard

James Kearney

Principal, Global Investment Operations
Vanguard

Melanie Seymour, Global Head of Client Services at BlackRock

Melanie Seymour

Global Head of Client Services
BlackRock

Eric Bolisay, VP, Global Head of Derivatives Strategic Operations at T.Rowe Price

Eric Bolisay

VP, Global Head of Derivatives Strategic Operations
T.Rowe Price

Vincent Pasqualicchio, COO, Investment Operations at American Family Insurance

Vincent Pasqualicchio

COO, Investment Operations
American Family Insurance

Evan Fire, COO at Pzena Investment Management

Evan Fire

COO
Pzena Investment Management

Vinod Jain, Senior Analyst at Aite Group

Vinod Jain

Senior Analyst
Aite Group

Sonia Maloney, Director, Strategy & Operations at Canada Pension Plan Investment Board

Sonia Maloney

Director, Strategy & Operations
Canada Pension Plan Investment Board

Michel Finzi, Senior Managing Director, Head of Investment Engine Platform at Enfusion

Michel Finzi

Senior Managing Director, Head of Investment Engine Platform
Enfusion

Sergio E. Capanna, Director, Product Management – Head of Asset Management at Calypso Technology Inc

Sergio E. Capanna

Director, Product Management – Head of Asset Management
Calypso Technology Inc

Brett Schechterman, Managing Director, Global Head of Business for thinkFolio at IHS Markit

Brett Schechterman

Managing Director, Global Head of Business for thinkFolio
IHS Markit

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

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

Kurt Hangaard, COO at BankInvest

Kurt Hangaard

COO
BankInvest

Jeff Fried, Director of Product Management, System Development at InterSystems

Jeff Fried

Director of Product Management, System Development
InterSystems

Terry Flynn, Head of Sales and Product Management at SimCorp North America

Terry Flynn

Head of Sales and Product Management
SimCorp North America

Debbie Williams, Director, Data Strategy at BNY Mellon

Debbie Williams

Director, Data Strategy
BNY Mellon

Steve Gauthier, Vice President, Corporate Development at Finance Montreal

Steve Gauthier

Vice President, Corporate Development
Finance Montreal

Benoît Larouche, Director, New York at Invest Quebec International

Benoît Larouche

Director, New York
Invest Quebec International

Ian Brodie, Vice President, Global Optimization Program at Manulife

Ian Brodie

Vice President, Global Optimization Program
Manulife

Vanessa Cuozzo, Senior Vice President, Head of Americas Business Development at BBH Investment Operations

Vanessa Cuozzo

Senior Vice President, Head of Americas Business Development
BBH Investment Operations

Ivan Saldanha, Senior Advisor Special Projects, BNP Paribas Canada at Former COO, BNP Paribas Canada

Ivan Saldanha

Senior Advisor Special Projects, BNP Paribas Canada
Former COO, BNP Paribas Canada

Debbie Mercer-Miller, Head of U.S. Custody Product Mgt. & U.S. Securities Country Manager at Citi

Debbie Mercer-Miller

Head of U.S. Custody Product Mgt. & U.S. Securities Country Manager
Citi

John Abel, Executive Director, Clearance and Settlement, Product Management at DTCC

John Abel

Executive Director, Clearance and Settlement, Product Management
DTCC

Michele Pitts, North America Global Custody Product Management Head at Citi

Michele Pitts

North America Global Custody Product Management Head
Citi

Gabino Roche Jr, CEO & Co-Founder at Saphyre

Gabino Roche Jr

CEO & Co-Founder
Saphyre

Eric Lapham, Senior Vice President of Investment Management at Clearwater

Eric Lapham

Senior Vice President of Investment Management
Clearwater

John O’Hara, Chief Executive Officer at Taskize

John O’Hara

Chief Executive Officer
Taskize

Eric Bernstein, President at Broadridge Financial Solutions

Eric Bernstein

President
Broadridge Financial Solutions

Susan Hudson, Global Head of Regulatory Management at UBS Asset Management

Susan Hudson

Global Head of Regulatory Management
UBS Asset Management

Paul Fahey, SVP, Head of Investment Data Science, Asset Servicing, Americas at Northern Trust

Paul Fahey

SVP, Head of Investment Data Science, Asset Servicing, Americas
Northern Trust

Gary Paulin, Global Head of Integrated Trading Solutions at Northern Trust Capital Markets

Gary Paulin

Global Head of Integrated Trading Solutions
Northern Trust Capital Markets

Greg McCall, President & CFO at Equity Data Science

Greg McCall

President & CFO
Equity Data Science

Steve Boehm, Chief Operating Officer at Barings

Steve Boehm

Chief Operating Officer
Barings

Alex Strekel, Director of Investment Management Solutions at Clearwater Analytics

Alex Strekel

Director of Investment Management Solutions
Clearwater Analytics

Suraj Poozhiyil, Head of Product at Clearwater Analytics

Suraj Poozhiyil

Head of Product
Clearwater Analytics

Brad Foster, Partner, Cloud Advisory at Atos

Brad Foster

Partner, Cloud Advisory
Atos

Jonathan Fernando, Vice President at Wellington Management

Jonathan Fernando

Vice President
Wellington Management

Mary Beth Loverdi, SVP - Digital Analytics at Northern Trust

Mary Beth Loverdi

SVP - Digital Analytics
Northern Trust

Adam Brohm, Global Investment Data Management at Vanguard

Adam Brohm

Global Investment Data Management
Vanguard

Marc Wright, Head of Data Strategy & Operations at Russell Investments

Marc Wright

Head of Data Strategy & Operations
Russell Investments

Terri Messina, Managing Director, Global Head of Operations for Investment Operations at BNY Mellon

Terri Messina

Managing Director, Global Head of Operations for Investment Operations
BNY Mellon

Kate Chatzopoulos, Head of Operations Workflows at Symphony

Kate Chatzopoulos

Head of Operations Workflows
Symphony

Pat Egan

Senior Product Manager, Data Platform
Charles River Development

Rob Dupre

Product Owner, Data Warehouse
Charles River Development

Angelo Tomaino

Product Manager, Enterprise Data Management
Charles River Development

Frank Smietana, Senior Content & Communications Manager at Charles River Development

Frank Smietana

Senior Content & Communications Manager
Charles River Development

Brittany Garland, Executive Director, Product Manager for the Counterparty Manager at IHS Markit

Brittany Garland

Executive Director, Product Manager for the Counterparty Manager
IHS Markit

Greg Julich

Vice President
Prudential Financial

Brian Marsh

Director
PwC

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