InvestOps USA 2026

March 9 - 11, 2026

JW Marriott Grande Lakes, Orlando

Eric Bolisay

Eric Bolisay

Head Managing Director, Trade Operations Nuveen
Eric Bolisay is a Managing Director and Head of Core Public Operations within Nuveen Global Investment Operations. Within that role, Eric is responsible for Global Equities, Fixed Income, FX, and Derivatives Trade Management, Collateral Management, and Client and Product Operations. Eric is an experienced investment operations executive with over twenty years of derivatives and investment operations experience within traditional asset management and insurance companies. Prior to joining Nuveen, Eric was a Director within T. Rowe Price’s Global Investment Operations, where he spent eight years in various leadership positions supporting global derivatives trade management, collateral management, securities finance operations, client operational onboarding, and client cash services. Eric has also previously held roles as a Director and Head of Derivatives Risk & Analytics and Collateral Management at MetLife Investment Management and as a consultant at PricewaterhouseCoopers. Eric is graduate of the University of Pennsylvania with a bachelor’s degree in applied science.

Main Day 1 | March 10th

9:25 AM Keynote Interview: Scaling the Buy-Side Client Lifecycle: Front-to-Back Client Lifecycle Management, Automation, and Regulatory Reporting

As buy-side firms scale across strategies, structures, and jurisdictions, client lifecycle management is becoming a front-to-back operational and regulatory challenge. This session explores how workflow automation supports scalable growth while strengthening regulatory reporting.

Discussion themes include:

  • Connecting client origination, onboarding, and ongoing oversight through front-to-back CLM
  • Embedding regulatory reporting requirements directly into lifecycle workflows
  • Creating audit-ready, traceable client data to support exams and disclosures
  • Reducing remediation, rework, and operational risk as firms scale 

10:40 AM Panel: Forging Powerful Partnerships: How have outsourcing developments paved the way for a new generation of Op model design and how can you integrate these capabilities into your existing set up to achieve scale and efficiency?

  • How are outsourcing strategies evolving to support more complex investment operations?
  • What are the key success factors for integrating outsourced services with in-house teams?
  • How can outsourcing be leveraged to scale operations without compromising control or quality?
  • What governance and oversight models best ensure long-term outsourcing success?

Check out the incredible speaker line-up to see who will be joining Eric.

Download The Latest Agenda