InvestOps USA 2025

March 10 - 12, 2025

JW Marriott Grande Lakes, Orlando

Our Speakers

Buy Side Advisory Board

Mariam Osman, COO of Global Investment Operations at Blackrock

Mariam Osman

COO of Global Investment Operations
Blackrock

Michael Reger, Head of Global Investment Data Management & Operations at Vanguard

Michael Reger

Head of Global Investment Data Management & Operations
Vanguard

Cinda Whitten, Global Head of Investment Operations at Nuveen

Cinda Whitten

Global Head of Investment Operations
Nuveen

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

Chris Kuehne

SVP - Global Head of Investment Operations, Asset Management
Northern Trust Asset Management

Lou Rosato, Managing Director at Blackrock

Lou Rosato

Managing Director
Blackrock

Evan Fire, Chief Operating Officer at Pzena Investment Management

Evan Fire

Chief Operating Officer
Pzena Investment Management

Uday Kiran Bolusani, VP Global Middle Office at Fidelity Investments

Uday Kiran Bolusani

VP Global Middle Office
Fidelity Investments

Vince Pasqualicchio, COO Investment at American Family Insurance

Vince Pasqualicchio

COO Investment
American Family Insurance

Russell Newman, Former COO at Rothschild

Russell Newman

Former COO
Rothschild

Buy Side Speakers

Olga Sudvarg, Global Head Of Strategy & Delivery/ COO (Data) at Invesco

Olga Sudvarg

Global Head Of Strategy & Delivery/ COO (Data)
Invesco

Yinghua Michelle Zhou, Chief Data Officer at Nuveen, a TIAA company

Yinghua Michelle Zhou

Chief Data Officer
Nuveen, a TIAA company

Candy Shaw, Senior Managing Director, Deputy Chief Investment Officer & Chief Operating Officer at Sun Life Capital Management

Candy Shaw

Senior Managing Director, Deputy Chief Investment Officer & Chief Operating Officer
Sun Life Capital Management

Stephen Gouthro, Global COO at Mercer Investment Solutions

Stephen Gouthro

Global COO
Mercer Investment Solutions

Ron Robertson, Managing Director, Global Head of Investment and Distribution Services at Invesco

Ron Robertson

Managing Director, Global Head of Investment and Distribution Services
Invesco

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

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley Investment Management

Michael Woodall, COO at Putnam Investments

Michael Woodall

COO
Putnam Investments

Allison Tanenbaum, Trading Operations at Apollo Global Management

Allison Tanenbaum

Trading Operations
Apollo Global Management

Dale Sang, Chief Technology and Operations Officer at MacKay Shields

Dale Sang

Chief Technology and Operations Officer
MacKay Shields

Kevin Khokhar, Head of Investment Funding Solutions at T. Rowe Price

Kevin Khokhar

Head of Investment Funding Solutions
T. Rowe Price

Grace Kang, Head of Investment Operations at Boston Partners

Grace Kang

Head of Investment Operations
Boston Partners

Steve Wisneski, SVP Operations Strategy at Franklin Templeton

Steve Wisneski

SVP Operations Strategy
Franklin Templeton

Walter Joyce, Head of Investment Services at TIAA

Walter Joyce

Head of Investment Services
TIAA

Mike Leader, Head of Investment Operations at CPP Investments

Mike Leader

Head of Investment Operations
CPP Investments

Eric Bolisay, Managing Director, Head of Derivative Operations at Nuveen, a TIAA company

Eric Bolisay

Managing Director, Head of Derivative Operations
Nuveen, a TIAA company

Jeff Ryan, Director Process Automation COE at Blackrock

Jeff Ryan

Director Process Automation COE
Blackrock

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

Jesse Robinson

Head of Investment Operations
Lord Abbett & Co.

Charlie Teeple, Managing Director, Credit Operations at HarbourVest

Charlie Teeple

Managing Director, Credit Operations
HarbourVest

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

Jake Walker

COO - Client and Product Solutions
Apollo Global Management

Stephen Luksteid, Director, Global Middle Office at Franklin Templeton

Stephen Luksteid

Director, Global Middle Office
Franklin Templeton

Jeff Lambert, VP Investment Operations at Dimensional Fund Advisors

Jeff Lambert

VP Investment Operations
Dimensional Fund Advisors

Brian Fruh, Chief Information Officer and Global Head of Technology at Impax Asset Management

Brian Fruh

Chief Information Officer and Global Head of Technology
Impax Asset Management

Laura Jacques, VP, Global Middle Office at Fidelity Investments

Laura Jacques

VP, Global Middle Office
Fidelity Investments

Brad Kirk, Vice President, Investment Management at Mackenzie Investments

Brad Kirk

Vice President, Investment Management
Mackenzie Investments

Joe Volman, SVP Head of Investment Administration at Northern Trust Asset Management

Joe Volman

SVP Head of Investment Administration
Northern Trust Asset Management

Amy Schulz, Director Investment Strategy at Northwestern Mutual

Amy Schulz

Director Investment Strategy
Northwestern Mutual

Matthew Nelson, Chief Operating Officer at Nomura Capital Management

Matthew Nelson

Chief Operating Officer
Nomura Capital Management

Chris Maizys, Managing Director, Head of Client On Boarding at JP Morgan Asset Management

Chris Maizys

Managing Director, Head of Client On Boarding
JP Morgan Asset Management

Alaka Mishal, Head of Investment Technology at Northwestern Mutual

Alaka Mishal

Head of Investment Technology
Northwestern Mutual

Ashish Shah, Director Investments Management Technology at American Century

Ashish Shah

Director Investments Management Technology
American Century

Darren Hodges, Chief Operations Officer, Wealth Corporate, Commercial and Institutional Banking (WCIB) Operations at US Bank

Darren Hodges

Chief Operations Officer, Wealth Corporate, Commercial and Institutional Banking (WCIB) Operations
US Bank

Bob Kurinsky, Chief Operating & Financial Officer at Driehaus

Bob Kurinsky

Chief Operating & Financial Officer
Driehaus

Jeff Coleman, Head of Investment Operations at Mercer

Jeff Coleman

Head of Investment Operations
Mercer

Joshua O'Brien, Managing Director, Head of Investment Operations at Strategic Investment Group

Joshua O'Brien

Managing Director, Head of Investment Operations
Strategic Investment Group

Jeff Kazen, Head of Operations and Technology at Altrinsic Global Advisors

Jeff Kazen

Head of Operations and Technology
Altrinsic Global Advisors

Sara Poldaas, Director, Portfolio Services at Mawer Investment Management

Sara Poldaas

Director, Portfolio Services
Mawer Investment Management

Ken Slovin, SVP Head of Global Operations at Ariel Investments

Ken Slovin

SVP Head of Global Operations
Ariel Investments

Tim Kelly, Director of Operations at Driehaus

Tim Kelly

Director of Operations
Driehaus

Victor Dituro, Executive Director, Global Investment & Research Data at JP Morgan Asset Management

Victor Dituro

Executive Director, Global Investment & Research Data
JP Morgan Asset Management

Kelly Branco, Chief Compliance Officer at Tremblant Capital

Kelly Branco

Chief Compliance Officer
Tremblant Capital

Nick Padgen, Head Of Operations at Pzena Asset Management

Nick Padgen

Head Of Operations
Pzena Asset Management

Ky Dong, Strategic Consultant - Investment & Trade Client Services at Franklin Templeton

Ky Dong

Strategic Consultant - Investment & Trade Client Services
Franklin Templeton

Stephanie Withers, Senior Manager, Investment Operations at W.K. Kellogg Foundation

Stephanie Withers

Senior Manager, Investment Operations
W.K. Kellogg Foundation

Ned Moreland, Business and Investment Strategy at Vanguard

Ned Moreland

Business and Investment Strategy
Vanguard

Ambika D`souza, Former at T .Rowe Price

Ambika D`souza

Former
T .Rowe Price

Mike Maxwell, Director of Operations at Brown Advisory

Mike Maxwell

Director of Operations
Brown Advisory

Jennifer Weber, Director - Investment Operations at Principal Global Investors

Jennifer Weber

Director - Investment Operations
Principal Global Investors

Sheetal Patel, Global Head of Investment Data Systems at Vanguard

Sheetal Patel

Global Head of Investment Data Systems
Vanguard

Rachel Connell, Director, Business Analysis at Fidelity Investments

Rachel Connell

Director, Business Analysis
Fidelity Investments

Serge Todorovich, Chief Compliance Officer & General Counsel at Shenkman Capital Management

Serge Todorovich

Chief Compliance Officer & General Counsel
Shenkman Capital Management

Michael Fastert, Chief Operating Officer & CLO at TIG Advisors

Michael Fastert

Chief Operating Officer & CLO
TIG Advisors

Gary Nussenbaum, Chief Administrative Officer at Fiera Capital

Gary Nussenbaum

Chief Administrative Officer
Fiera Capital

Steve Miley, Director of Investment Operations at Eventide Asset Management

Steve Miley

Director of Investment Operations
Eventide Asset Management

Greg Halper, Head of Investment Operations Transformation at American Century Investments

Greg Halper

Head of Investment Operations Transformation
American Century Investments

James Watson, Global Investment Management Services at Franklin Templeton

James Watson

Global Investment Management Services
Franklin Templeton

Joanna Marino, Vice President, Head of Global Counterparty Management at PIMCO

Joanna Marino

Vice President, Head of Global Counterparty Management
PIMCO

Gregory Vilkin, CFO & CCO at Upper90 Capital Management

Gregory Vilkin

CFO & CCO
Upper90 Capital Management

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

Justin Palmer

Global Head of Strategic Change Initiatives & Transformation
Barings

Manas Chatterjee, SVP, Head of Architecture Fund and Investment Operations at Fidelity Investments

Manas Chatterjee

SVP, Head of Architecture Fund and Investment Operations
Fidelity Investments

Nichole Graveen, Head of Investment Operations – Americas at Morningstar Investment Management

Nichole Graveen

Head of Investment Operations – Americas
Morningstar Investment Management

Patrick Wolcott, COO at Kennedy Capital

Patrick Wolcott

COO
Kennedy Capital

Guest Speakers

Frank Emerson, Policy Consultant & Professor at Former CIA and The Citadel

Frank Emerson

Policy Consultant & Professor
Former CIA and The Citadel

Industry Expert Moderators

Mike Meriton, Co-Founder at EDM Council

Mike Meriton

Co-Founder
EDM Council

Charlie Dwyer, Former Director, Global Technology & Operations at Cutter Associates

Charlie Dwyer

Former Director, Global Technology & Operations
Cutter Associates

Gavin Little-Gill, Industry Expert at Consultant

Gavin Little-Gill

Industry Expert
Consultant

Audrey Blater, Head of Risk and Financial Markets Regulation at Coalition Greenwich

Audrey Blater

Head of Risk and Financial Markets Regulation
Coalition Greenwich

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

Mike Koegler

Managing Principal & Co-Founder
Market Alpha Advisors

Sarah Simmonds, Director, Head of Operations Practice North America at Alpha Financial Markets Consulting

Sarah Simmonds

Director, Head of Operations Practice North America
Alpha Financial Markets Consulting

Michael Campbell, CEO at Cosmos Technology

Michael Campbell

CEO
Cosmos Technology

James Kearney, Former Head of Investment Operations at Independent

James Kearney

Former Head of Investment Operations
Independent

Cindy Castellano, CEO at Cutter Associates

Cindy Castellano

CEO
Cutter Associates

Ross Tremblay, Managing Director at Accenture Capital Markets

Ross Tremblay

Managing Director
Accenture Capital Markets

Sell Side & Solution Provider Speakers

John Lehner, President at Fundguard

John Lehner

President
Fundguard

Mark Aguilera, Founder & CEO at TorreBlanc

Mark Aguilera

Founder & CEO
TorreBlanc

Matt Moeser, Founder & CEO at Continuus Technology

Matt Moeser

Founder & CEO
Continuus Technology

Mahesh Narayan, Institutional Asset Management Segment Head at ARCESIUM UK LLP

Mahesh Narayan

Institutional Asset Management Segment Head
ARCESIUM UK LLP

Roy Saadon, CEO and Co-Founder at AccessFintech

Roy Saadon

CEO and Co-Founder
AccessFintech

Mark Davis, SVP, Head of Strategy at FIA Tech

Mark Davis

SVP, Head of Strategy
FIA Tech

David Kirby, Managing Director, Global Head of Bank & Broker Dealer Coverage at DTCC

David Kirby

Managing Director, Global Head of Bank & Broker Dealer Coverage
DTCC

Harald Collet, CEO & Co-Founder at Alkymi

Harald Collet

CEO & Co-Founder
Alkymi

Damian Handzy, Managing Director - Analytics Division at Confluence

Damian Handzy

Managing Director - Analytics Division
Confluence

Harpulak Bahadur, CEO & Founder at Intellimation AI

Harpulak Bahadur

CEO & Founder
Intellimation AI

Bob Moitoso, Head of Asset Management at Linedata

Bob Moitoso

Head of Asset Management
Linedata

Christopher Farrell, Head of US and Global Head of Strategy at Finbourne

Christopher Farrell

Head of US and Global Head of Strategy
Finbourne

Kevin Welch, Principal at Brown Brothers Harriman

Kevin Welch

Principal
Brown Brothers Harriman

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

Bradley Killinger, CEO at Sapience Analytics

Bradley Killinger

CEO
Sapience Analytics

Jason Yule, VP of Sales at WTax

Jason Yule

VP of Sales
WTax

Bill Ruvo, Business Development, Capital Markets at Equinix

Bill Ruvo

Business Development, Capital Markets
Equinix

Patrick McKenna, Chief Revenue Officer at Kurtosys

Patrick McKenna

Chief Revenue Officer
Kurtosys

Jack Dahlstedt, SVP Global Head of Alpha Sales and Solutions at State Street

Jack Dahlstedt

SVP Global Head of Alpha Sales and Solutions
State Street

Tara Taylor, Managing Director, Head of StreetFX Sales, North America at State Street

Tara Taylor

Managing Director, Head of StreetFX Sales, North America
State Street

Jeff Zoller, Director, Head of US Fund Services at BNP Paribas

Jeff Zoller

Director, Head of US Fund Services
BNP Paribas

John Joseph, Head of Sales Engineering, North America at Xceptor

John Joseph

Head of Sales Engineering, North America
Xceptor

Kristin Hochstein, Global Head of Pricing & Reference Services at London Stock Exchange Group

Kristin Hochstein

Global Head of Pricing & Reference Services
London Stock Exchange Group

Ben Simmers, Senior Director, Solutions Consulting & Solutions Management at SS&C

Ben Simmers

Senior Director, Solutions Consulting & Solutions Management
SS&C

James Pike, Head of Business Development at Taskize

James Pike

Head of Business Development
Taskize

Suren Sankar, Managing Director, Global Custody Product and Head of Ecosystem and Disruptive Technology Strategy at State Street

Suren Sankar

Managing Director, Global Custody Product and Head of Ecosystem and Disruptive Technology Strategy
State Street

Gabino Roche, CEO & Founder at Saphyre

Gabino Roche

CEO & Founder
Saphyre

Matt Weisman, VP, Business Development at Arcesium

Matt Weisman

VP, Business Development
Arcesium

Steve Fazio, CPO & Co-Founder at Access Fintech

Steve Fazio

CPO & Co-Founder
Access Fintech

Chris Daur, Head of Buy-Side Sales Relationships at Access Fintech

Chris Daur

Head of Buy-Side Sales Relationships
Access Fintech

Rory Gaston, Group Managing Director at Saragossa

Rory Gaston

Group Managing Director
Saragossa

Jeremy Katzeff, Vice President, Head of Buy Side Solutions at GoldenSource

Jeremy Katzeff

Vice President, Head of Buy Side Solutions
GoldenSource

Richard Ernesti, Managing Director, Senior Client Executive Securities Services at Citi

Richard Ernesti

Managing Director, Senior Client Executive Securities Services
Citi

Salomon Gagne, Director at FINARCH

Salomon Gagne

Director
FINARCH

Phillip Andriyevsky, Principal, Asset and Wealth Management Data and Analytics Leader at Ernst & Young LLP

Phillip Andriyevsky

Principal, Asset and Wealth Management Data and Analytics Leader
Ernst & Young LLP

Keith Caplan, Principal, Wealth & Asset Management Consulting Services at Ernst & Young LLP

Keith Caplan

Principal, Wealth & Asset Management Consulting Services
Ernst & Young LLP

Jon Ruggiero, Chief Technology Officer at Ridgeline

Jon Ruggiero

Chief Technology Officer
Ridgeline

Jack Lynch, Head of Strategy at Ridgeline

Jack Lynch

Head of Strategy
Ridgeline

John Trapani, Global Industry Leader, Financial Services at Appian

John Trapani

Global Industry Leader, Financial Services
Appian

John Desmond, Head of Investment Operations Outsourcing – Service and Delivery, North America at Northern Trust

John Desmond

Head of Investment Operations Outsourcing – Service and Delivery, North America
Northern Trust

Christopher Napoli, Head, Wealth & Asset Management Strategy at Snowflake

Christopher Napoli

Head, Wealth & Asset Management Strategy
Snowflake

Steve Taylor, Global Head of Data Platforms at BNY Mellon

Steve Taylor

Global Head of Data Platforms
BNY Mellon

Sam Showah, VP, Head of Multi-Asset Products, Asset Management Solutions at Broadridge

Sam Showah

VP, Head of Multi-Asset Products, Asset Management Solutions
Broadridge

Eric Lapham, Head of Asset Management Sales at SimCorp

Eric Lapham

Head of Asset Management Sales
SimCorp

Adam Watson, Global Head of Commercial Product for Custody at BNY Mellon

Adam Watson

Global Head of Commercial Product for Custody
BNY Mellon

Jeff McCarthy, Asset Management Specialist at SimCorp

Jeff McCarthy

Asset Management Specialist
SimCorp

Patrick Walsh, Global Head of Content Management at Rimes

Patrick Walsh

Global Head of Content Management
Rimes

Igor Kaplun, Executive Director, Business Development at S&P Global Market Intelligence Cappitech

Igor Kaplun

Executive Director, Business Development
S&P Global Market Intelligence Cappitech

Jatan Pathak, Senior Product Manager, Corporate Actions at S&P Global Market Intelligence

Jatan Pathak

Senior Product Manager, Corporate Actions
S&P Global Market Intelligence

Aron Ponticelli, Managing Director at INDATA

Aron Ponticelli

Managing Director
INDATA

Jarett Sena, Director of Litigation Analysis at ISS Securities Class Action Services

Jarett Sena

Director of Litigation Analysis
ISS Securities Class Action Services

Rodney Reisdorf, CEO and Co-Founder at Verivend

Rodney Reisdorf

CEO and Co-Founder
Verivend

Michele Pitts, Managing Director at Citi

Michele Pitts

Managing Director
Citi

Bryce Pearson, VP Sales at INDATA

Bryce Pearson

VP Sales
INDATA

Nancy Shum, Buy-Side Post Trade Product Leader at Bloomberg

Nancy Shum

Buy-Side Post Trade Product Leader
Bloomberg

Matt Gray, Investment Accounting and Operations at SimCorp

Matt Gray

Investment Accounting and Operations
SimCorp

Brian Licata, Managing Director, Global Head of Clients at Aladdin, Blackrock

Brian Licata

Managing Director, Global Head of Clients
Aladdin, Blackrock

David Glover

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

Nico Coetzee, Head of Sales North America, Europe, Middle East & Africa - Institutional & Investment Management at SS&C

Nico Coetzee

Head of Sales North America, Europe, Middle East & Africa - Institutional & Investment Management
SS&C

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

Philitsa Hanson

Global Head of Product, Asset Management
Linedata

Piyush Singhi, Managing Director, Credit and Private Funds at Indus Valley Partners

Piyush Singhi

Managing Director, Credit and Private Funds
Indus Valley Partners

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