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.

Our 2023 Buy Side Speakers

James Kearney, Global Head of Investment Operations at Vanguard

James Kearney

Global Head of Investment Operations
Vanguard

Jeff Ryan, Director Process Automation COE at BlackRock

Jeff Ryan

Director Process Automation COE
BlackRock

Cinda Whitten, Global Head of Investment Operations at Nuveen, a TIAA company

Cinda Whitten

Global Head of Investment Operations
Nuveen, a TIAA company

Frederic Crosnier, Global Head of Operations at JP Morgan Asset Management

Frederic Crosnier

Global Head of Operations
JP Morgan Asset Management

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

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley

Dennis Mackey, Managing Director, Head of Data & Process Solutions at State Street Global Advisors

Dennis Mackey

Managing Director, Head of Data & Process Solutions
State Street Global Advisors

Chris Kuehne, SVP Head of Investment Operations at Northern Trust Asset Management

Chris Kuehne

SVP Head of Investment Operations
Northern Trust Asset Management

Uday Kiran Bolusani, VP Global Middle Office at Fidelity

Uday Kiran Bolusani

VP Global Middle Office
Fidelity

Walter Joyce, MD, Head of Investment Services at TIAA

Walter Joyce

MD, Head of Investment Services
TIAA

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

Victor Dituro, CDO, Investment & Analytics Data at JP Morgan Asset Management

Victor Dituro

CDO, Investment & Analytics Data
JP Morgan Asset Management

Anthony Mirabile, MD Global Head of Alternative Investment Operations at Goldman Sachs Asset Management

Anthony Mirabile

MD Global Head of Alternative Investment Operations
Goldman Sachs Asset Management

Mike Leader, Managing Director, Head of Operations at CPP Investments

Mike Leader

Managing Director, Head of Operations
CPP Investments

Cihan Kasikara, SVP, Global Head of Investment Operations at American Century Investments

Cihan Kasikara

SVP, Global Head of Investment Operations
American Century Investments

Brad Kirk, VP Global Investment Operations at Mackenzie Investments

Brad Kirk

VP Global Investment Operations
Mackenzie Investments

Jeffrey Coleman, Head of Investment Operations at Mercer

Jeffrey Coleman

Head of Investment Operations
Mercer

Evan Fire, COO at Pzena Investment Management

Evan Fire

COO
Pzena Investment Management

Vince Pasqualicchio, COO - Investments at American Family Insurance

Vince Pasqualicchio

COO - Investments
American Family Insurance

Jake Walker, COO - Client and Product Solutions at Apollo Global Management

Jake Walker

COO - Client and Product Solutions
Apollo Global Management

Olga Sudvarg, COO Data at Invesco Ltd

Olga Sudvarg

COO Data
Invesco Ltd

Steven Wisneski, SVP Head of Operations Strategy at Franklin Templeton

Steven Wisneski

SVP Head of Operations Strategy
Franklin Templeton

Jesse Robinson, Head of Investment Operations at Lord, Abbett & Co.

Jesse Robinson

Head of Investment Operations
Lord, Abbett & Co.

Russell J. Newman, CIPM, MD, COO at Rothschild

Russell J. Newman, CIPM, MD

COO
Rothschild

Grace Kang, Head of Investment Operations at Boston Partners Global Investors

Grace Kang

Head of Investment Operations
Boston Partners Global Investors

Eric Bolisay, Director Middle Office Funding and Client Services at T.Rowe Price

Eric Bolisay

Director Middle Office Funding and Client Services
T.Rowe Price

Joy Dowd, Head of North America Client Services at JP Morgan Asset Management

Joy Dowd

Head of North America Client Services
JP Morgan Asset Management

Jessica Rausch, Director at RBC Global Asset Management

Jessica Rausch

Director
RBC Global Asset Management

Caitlin Dean, SVP Portfolio Operations & COO of the Funds at CI Investments Inc

Caitlin Dean

SVP Portfolio Operations & COO of the Funds
CI Investments Inc

Tom Shea, Global Head of Middle Office at Manulife

Tom Shea

Global Head of Middle Office
Manulife

Charlie Teeple, Head of Investment Operations at Liberty Mutual Investments

Charlie Teeple

Head of Investment Operations
Liberty Mutual Investments

Justin Palmer, Global Head of Strategic Change Initiatives & Transformation at Barings

Justin Palmer

Global Head of Strategic Change Initiatives & Transformation
Barings

Mike Guarasci, COO at Polen Capital

Mike Guarasci

COO
Polen Capital

Fate Saghir, SVP, Head of Sustainability at Mackenzie Investments

Fate Saghir

SVP, Head of Sustainability
Mackenzie Investments

Jasmine Burgess, COO at Coinbase Asset Management

Jasmine Burgess

COO
Coinbase Asset Management

Laura Jacques, VP, Trade Operations at Fidelity Investments

Laura Jacques

VP, Trade Operations
Fidelity Investments

Jeff Frusciante, Director of Operations at Brigade Capital Management

Jeff Frusciante

Director of Operations
Brigade Capital Management

Bob Kurinsky, COO/CFO at Driehaus Capital Management

Bob Kurinsky

COO/CFO
Driehaus Capital Management

Tim Kelly, Director of Operations at Driehaus Capital Management

Tim Kelly

Director of Operations
Driehaus Capital Management

Mike Maxwell, Head of Operations at Brown Advisory

Mike Maxwell

Head of Operations
Brown Advisory

Ky Dong, Strategic Business Consultant at Franklin Templeton Investments

Ky Dong

Strategic Business Consultant
Franklin Templeton Investments

Rachel Connell, Director, Business Analysis at Fidelity Investments

Rachel Connell

Director, Business Analysis
Fidelity Investments

Fausto Ortega, Director, Global Middle Office at American Century Investments

Fausto Ortega

Director, Global Middle Office
American Century Investments

Nicholas Padgen, Head of Operations at Pzena Investment Management

Nicholas Padgen

Head of Operations
Pzena Investment Management

Jennifer Weber, Investment Operations Manager at Principal Global Investors

Jennifer Weber

Investment Operations Manager
Principal Global Investors

Habideen Kassim, Managing Director – Head of Investment Operations at Genworth

Habideen Kassim

Managing Director – Head of Investment Operations
Genworth

Daniel Mossissa, Director, Strategic Architecture, Investment Technologies and Operations at Franklin Templeton

Daniel Mossissa

Director, Strategic Architecture, Investment Technologies and Operations
Franklin Templeton

Aaron Gurley, Director of Software Engineering at American Century Investments

Aaron Gurley

Director of Software Engineering
American Century Investments

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

Ruchir Verma

Head of Global Services, Investment Management
Zurich Insurance Group

Michael Woodall, COO at Putnam Investments

Michael Woodall

COO
Putnam Investments

Guest Speakers

Jeff Skiles, Co-Pilot Flight 1549 at U.S. Airways

Jeff Skiles

Co-Pilot Flight 1549
U.S. Airways

Our 2023 Event Moderators

Charlie Dwyer, Consultant at Cutter Associates

Charlie Dwyer

Consultant
Cutter Associates

Gavin Little-Gill, Head of Investments & Securities at Aite-Novarica

Gavin Little-Gill

Head of Investments & Securities
Aite-Novarica

Jay Wolstenholme, Research Director at Chartis Research

Jay Wolstenholme

Research Director
Chartis Research

Mike Koegler, Managing Principal & Co-Founder at Market Alpha Advisors

Mike Koegler

Managing Principal & Co-Founder
Market Alpha Advisors

Audrey Blater, Senior Analyst at Coalition Greenwich

Audrey Blater

Senior Analyst
Coalition Greenwich

Mike Meriton, Co-Founder & COO at EDM Council

Mike Meriton

Co-Founder & COO
EDM Council

Our 2023 Sell Side & Technology Providers

Jeff Lubitz, Executive Director at ISS Securities Class Action Services

Jeff Lubitz

Executive Director
ISS Securities Class Action Services 

John Lehner, President at FundGuard

John Lehner

President
FundGuard

Bill O'Toole, SVP, Senior Account Executive at Archer

Bill O'Toole

SVP, Senior Account Executive
Archer

Scott Kurland, Managing Director, Insurance Solutions at SS&C Technologies

Scott Kurland

Managing Director, Insurance Solutions
SS&C Technologies

Mike Muniz, Partner and Chief Revenue Officer at Canoe Intelligence

Mike Muniz

Partner and Chief Revenue Officer
Canoe Intelligence

Andy Volz, COO & Head of Sales at Clear Street

Andy Volz

COO & Head of Sales
Clear Street

Harald Collet, CEO & Co-Founder at Alkymi

Harald Collet

CEO & Co-Founder
Alkymi

Gabino Roche, Founder & CEO at Saphyre

Gabino Roche

Founder & CEO
Saphyre

Scott Bevier, Managing Director, Head of Investment Operations Solutions Sales at J.P. Morgan

Scott Bevier

Managing Director, Head of Investment Operations Solutions Sales
J.P. Morgan

KY Chong, Acting Head of TradeNeXus at TradeNeXus

KY Chong

Acting Head of TradeNeXus
TradeNeXus

Christopher Farrell, Head of US and Global Strategy at FINBOURNE Technology

Christopher Farrell

Head of US and Global Strategy
FINBOURNE Technology

Jason Yule, Head of Strategy & Sales – North America at WTax

Jason Yule

Head of Strategy & Sales – North America
WTax

Roy Saadon, CEO at AccessFintech

Roy Saadon

CEO
AccessFintech

Mark Davis, SVP, Head of Strategy at FIA Tech

Mark Davis

SVP, Head of Strategy
FIA Tech

Bob Moitoso, Head of Asset Management at Linedata

Bob Moitoso

Head of Asset Management
Linedata

Mike Sleightholme, President, Broadridge International and Head of Asset Management Solutions at Broadridge Financial Solutions, Inc.

Mike Sleightholme

President, Broadridge International and Head of Asset Management Solutions
Broadridge Financial Solutions, Inc.

Jose Cortez, VP of Buy-Side Sales at FlexTrade

Jose Cortez

VP of Buy-Side Sales
FlexTrade

Sophie Marnhier Foy, Head of Product Marketing at Adenza

Sophie Marnhier Foy

Head of Product Marketing
Adenza

Matt Ahlstrand, VP Product Management & Solutions Consulting at SS&C

Matt Ahlstrand

VP Product Management & Solutions Consulting
SS&C

Elisabeth Seep, Head of ESG Product Management at RIMES

Elisabeth Seep

Head of ESG Product Management
RIMES

Martin Ouellette, Director at Meradia

Martin Ouellette

Director
Meradia

Yann Bloch, VP Product Management, North America at NeoXam

Yann Bloch

VP Product Management, North America
NeoXam

Mahesh Narayan, Institutional Asset Management Segment Head at Arcesium

Mahesh Narayan

Institutional Asset Management Segment Head
Arcesium

Jon Gezotis, Managing Director, Head of Fund Services- North America & Global co-Head of Middle Office at Citi

Jon Gezotis

Managing Director, Head of Fund Services- North America & Global co-Head of Middle Office
Citi

Matt Gray, Investment Accounting and Operations at SimCorp

Matt Gray

Investment Accounting and Operations
SimCorp

John Pizzi, Senior Director, Enterprise Strategy, Capital Markets at FIS

John Pizzi

Senior Director, Enterprise Strategy, Capital Markets
FIS

James Pike, Head of Business Development at Taskize

James Pike

Head of Business Development
Taskize

Claire Savage, COO at Aqmetrics

Claire Savage

COO
Aqmetrics

Nanda Kumar, Sr. Product & Data Consultant at SIX

Nanda Kumar

Sr. Product & Data Consultant
SIX

Gary Paulin, Head of Global Strategic Solutions at Northern Trust

Gary Paulin

Head of Global Strategic Solutions
Northern Trust

Neil Vernon, CTO at Gresham

Neil Vernon

CTO
Gresham

David Kirby, Executive Director, Americas Relationship Management & Global Account Management at DTCC

David Kirby

Executive Director, Americas Relationship Management & Global Account Management
DTCC

Sean McEntee, Executive Director, Institutional Trade Processing at DTCC

Sean McEntee

Executive Director, Institutional Trade Processing
DTCC

Jonathan Scappaticci, Head of Sales North America at Duco

Jonathan Scappaticci

Head of Sales North America
Duco

Grace Curry, Head of Solutions Engineering at Duco

Grace Curry

Head of Solutions Engineering
Duco

Jill Sigelbaum, Head of Strategic Development & Partnerships at London Stock Exchange Group

Jill Sigelbaum

Head of Strategic Development & Partnerships
London Stock Exchange Group

Araya Solomon, Head of Financial Services Americas at DXC Luxoft

Araya Solomon

Head of Financial Services Americas
DXC Luxoft

Alex Strekel, Sales Director at Clearwater Analytics

Alex Strekel

Sales Director
Clearwater Analytics

Brian Docherty, Solutions Consultant at Clearwater Analytics

Brian Docherty

Solutions Consultant
Clearwater Analytics

Philitsa Hanson, Global Head of Product, Asset Management at Linedata

Philitsa Hanson

Global Head of Product, Asset Management
Linedata

Ashmita Gupta, SVP, Head of Analytics at Linedata

Ashmita Gupta

SVP, Head of Analytics
Linedata

Ann-Sophie Skjoldager Bom, Business Development at SimCorp

Ann-Sophie Skjoldager Bom

Business Development
SimCorp

Bryan Faxel, Director of Security at Ridgeline

Bryan Faxel

Director of Security
Ridgeline

Darren Thomas, Senior Vice President, Regulatory & Compliance Business at S&P Global Market Intelligence

Darren Thomas

Senior Vice President, Regulatory & Compliance Business
S&P Global Market Intelligence

Alicia McIlhinney, SVP, Head of Marketing at Archer

Alicia McIlhinney

SVP, Head of Marketing
Archer

Kunal Khara, Global Head of Financial Institutions and of Aladdin Platform & Product Services at BlackRock Aladdin

Kunal Khara

Global Head of Financial Institutions and of Aladdin Platform & Product Services
BlackRock Aladdin

Tommy Arnold, Principal, Financial Services Organization Consulting Wealth & Asset Management at EY

Tommy Arnold

Principal, Financial Services Organization Consulting Wealth & Asset Management
EY

Adam Watson, Director of Global Custody Commercial Product at BNY Mellon

Adam Watson

Director of Global Custody Commercial Product
BNY Mellon

Steve Taylor, Head of Data Management Platforms at BNY Mellon

Steve Taylor

Head of Data Management Platforms
BNY Mellon

David Glover

Executive Director, Head of Sales America’s - EDM
S&P Global Market Intelligence

Chris Napoli, Industry Principal, Financial Services at Snowflake

Chris Napoli

Industry Principal, Financial Services
Snowflake

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