InvestOps USA 2025

March 10 - 12, 2025

JW Marriott Grande Lakes, Orlando

Our Speakers

Speakers

Jim Kearney, Principal, Global Investment Operations at Vanguard

Jim Kearney

Principal, Global Investment Operations
Vanguard

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

Lou Rosato

Global Investment Operations, Industry Engagement & Strategy
BlackRock

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

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley

Matthew Kelly, SVP Global Head of Digitization & Automation at Northern Trust Asset Management

Matthew Kelly

SVP Global Head of Digitization & Automation
Northern Trust Asset Management

Vincent Pasqualicchio, COO, Investment Operations at American Family Insurance

Vincent Pasqualicchio

COO, Investment Operations
American Family Insurance

Carol Denny, Vice President Fund Administration and Reporting at Franklin Templeton

Carol Denny

Vice President Fund Administration and Reporting
Franklin Templeton

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

Russell J. Newman, CIPM, MD, Chief Operating Officer at Rothschild & Co Asset Management US

Russell J. Newman, CIPM, MD

Chief Operating Officer
Rothschild & Co Asset Management US

Marc Buonomo, Head of Investment Operations at DWS

Marc Buonomo

Head of Investment Operations
DWS

April Wilcox, Director, Investment Services at CalSTRS

April Wilcox

Director, Investment Services
CalSTRS

Uday Kiran Bolusani, Vice President, Global Middle Office at Fidelity

Uday Kiran Bolusani

Vice President, Global Middle Office
Fidelity

Evan Fire, COO at Pzena Investment Management

Evan Fire

COO
Pzena Investment Management

Adam Brohm, Global Investment Data Management at Vanguard

Adam Brohm

Global Investment Data Management
Vanguard

Dave Winter, Head of Investment Operations – Americas at abrdn

Dave Winter

Head of Investment Operations – Americas
abrdn

Ambika D'Souza, PMP, CIPM, Vice President, Performance & Analysis at T. Rowe Price

Ambika D'Souza

PMP, CIPM, Vice President, Performance & Analysis
T. Rowe Price

Steven Wisneski, SVP Head of Operations Strategy at Franklin Templeton

Steven Wisneski

SVP Head of Operations Strategy
Franklin Templeton

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

Ruchir Verma

Head of Global Services, Investment Management
Zurich Insurance Group

Michael Campbell, CEO of Cosmos Technology, Former, Chief Information Officer, PGIM Fixed Income at PGIM

Michael Campbell

CEO of Cosmos Technology, Former, Chief Information Officer, PGIM Fixed Income
PGIM

Stéphane Janin, Head of Global Regulatory Development at AXA Investment Management

Stéphane Janin

Head of Global Regulatory Development
AXA Investment Management

Patrick Cassidy, CFA

Senior Vice President, Head of Credit and Proxy Research
Charles Schwab Investment Management

Mike Maxwell, Director of Operations at Brown Advisory

Mike Maxwell

Director of Operations
Brown Advisory

Ky Dong, Strategic Business Consultant at Franklin Templeton Investments

Ky Dong

Strategic Business Consultant
Franklin Templeton Investments

Marc Wright, Head of Data Strategy at Russell Investments

Marc Wright

Head of Data Strategy
Russell Investments

Fausto Ortega, CAIA, Head of Middle Office Network Management at American Century Investments

Fausto Ortega

CAIA, Head of Middle Office Network Management
American Century Investments

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

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

Amanda Brady, Chief Solution Architect at Vanguard

Amanda Brady

Chief Solution Architect
Vanguard

Jason Baldesare, VP Enterprise Strategy at FIS

Jason Baldesare

VP Enterprise Strategy
FIS

Jon Gezotis, North America Head of Fund Services and Middle Office, Securities Services at Citi

Jon Gezotis

North America Head of Fund Services and Middle Office, Securities Services
Citi

Danielle Gurrieri, Vice President of Regulatory Product at Broadridge Financial Solutions

Danielle Gurrieri

Vice President of Regulatory Product
Broadridge Financial Solutions

Vinod Jain, Senior Analyst at Aite Group

Vinod Jain

Senior Analyst
Aite Group

Michael Koegler, Managing Principal at Market Alpha Advisors

Michael Koegler

Managing Principal
Market Alpha Advisors

Scott Kurland, Managing Director at SS&C Technologies

Scott Kurland

Managing Director
SS&C Technologies

Louisa Kwok, Managing Director at Head of TradeNeXus Product

Louisa Kwok

Managing Director
Head of TradeNeXus Product

Jeff Lubitz, Executive Director at ISS Securities Class Action Services

Jeff Lubitz

Executive Director
ISS Securities Class Action Services 

Cinda Whitten, CIPM, MD Global Operations at Principal Global Investors

Cinda Whitten

CIPM, MD Global Operations
Principal Global Investors

Jasmine Burgess, COO/CRO at Coinbase Asset Management

Jasmine Burgess

COO/CRO
Coinbase Asset Management

Alec Castellanos, Vice President - Investment Stewardship at BlackRock

Alec Castellanos

Vice President - Investment Stewardship
BlackRock

Kevin Moran, Managing Director and the Global Head of Managed Services Operations at Broadridge Financial Solutions

Kevin Moran

Managing Director and the Global Head of Managed Services Operations
Broadridge Financial Solutions

Philitsa Hanson, Global Head of Product at Linedata

Philitsa Hanson

Global Head of Product
Linedata

Elisabeth Seep, ESG product strategy lead at RIMES Technologies

Elisabeth Seep

ESG product strategy lead
RIMES Technologies

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

Andrew Sexton

Sales and Marketing Director
Curium Data Systems Limited

Ben Simmers, Director, Solutions Management at SS&C Advent

Ben Simmers

Director, Solutions Management
SS&C Advent

Harry Tong, Global Solutions Architect at InterSystems Corporation

Harry Tong

Global Solutions Architect
InterSystems Corporation

Neil Vernon, CTO at Gresham Technologies

Neil Vernon

CTO
Gresham Technologies

James Corrigan, Managing Director and Executive Vice President at SimCorp North America

James Corrigan

Managing Director and Executive Vice President
SimCorp North America

Len Lipton, Managing Director at GlobeTax

Len Lipton

Managing Director
GlobeTax

Gabino Roche, Founder & CEO at Saphyre

Gabino Roche

Founder & CEO
Saphyre

Matthew Caulfield, Executive Vice President, Head of Client Experience at Archer

Matthew Caulfield

Executive Vice President, Head of Client Experience
Archer

Dillon Zarpentine, Head of Sales Enablement at ClearWater Analytics

Dillon Zarpentine

Head of Sales Enablement
ClearWater Analytics

Nancy Vailakis, Member of the ESG Task Force, WOMEN IN FUNDS and Principal at Ancram IRBD LLC

Nancy Vailakis

Member of the ESG Task Force, WOMEN IN FUNDS and Principal
Ancram IRBD LLC

Michelle Ruggiero, Head of Sell Side Transformation and Americas, Head of Onboarding Solutions at IHS Markit

Michelle Ruggiero

Head of Sell Side Transformation and Americas, Head of Onboarding Solutions
IHS Markit

Marc Chandler, Chief Market Strategist, Managing Partner, Bannockburn Global Forex, former Global Head of Currency Strategy at Brown Brothers Harriman at Bannockburn Global Forex

Marc Chandler

Chief Market Strategist, Managing Partner, Bannockburn Global Forex, former Global Head of Currency Strategy at Brown Brothers Harriman
Bannockburn Global Forex

David Ouellet, Senior Vice President and Chief Technology and Data Officer at PSP

David Ouellet

Senior Vice President and Chief Technology and Data Officer
PSP

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

Ed Selker

VP, Director Enterprise Data Operations
Federated Investors

John Bottega, President at EDM Council

John Bottega

President
EDM Council

Marc Mallett, Global Head of Whole Office Strategy at Northern Trust

Marc Mallett

Global Head of Whole Office Strategy
Northern Trust

Oded Weiss, Managing Director at Multifonds

Oded Weiss

Managing Director
Multifonds

Steve Taylor, Head of Data Management Platforms at BNY Mellon

Steve Taylor

Head of Data Management Platforms
BNY Mellon

Brian Dalia, Senior Vice President of Sales, North America at Arcesium

Brian Dalia

Senior Vice President of Sales, North America
Arcesium

Mark Goodey, Managing Director at ARRIA NLG

Mark Goodey

Managing Director
ARRIA NLG

Sophie Marnhier Foy, Product Strategy Director at Adenza

Sophie Marnhier Foy

Product Strategy Director
Adenza

Kell Canty, CEO and co-founder at FIS Partner Company – Verady

Kell Canty

CEO and co-founder
FIS Partner Company – Verady

Jose Cortez, VP of Buy-Side OEMS Sales at FlexTrade

Jose Cortez

VP of Buy-Side OEMS Sales
FlexTrade

Dexter Wilson, Digital Partnerships at BNY Mellon

Dexter Wilson

Digital Partnerships
BNY Mellon

Liz Matkowski, Global Head of Strategic Accounts at Genesis

Liz Matkowski

Global Head of Strategic Accounts
Genesis

Michael Willis, Founder & Lead Portfolio Manager at Index Fund

Michael Willis

Founder & Lead Portfolio Manager
Index Fund

Stephane Janin, Global Head of Regulatory Development at AXA Investment Management

Stephane Janin

Global Head of Regulatory Development
AXA Investment Management

Yann Bloch, VP Product Management, Americas at NeoXam

Yann Bloch

VP Product Management, Americas
NeoXam

Jay Boyd, Former Global Application Services Technology Officer at Invesco

Jay Boyd

Former Global Application Services Technology Officer
Invesco

Tom Phipps, Principal – Front Office, Strategy and Search at Cutter Associates

Tom Phipps

Principal – Front Office, Strategy and Search
Cutter Associates

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

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