Our Speakers

Buy Side Speakers

State Street Investment Management Logo

Jim McVeigh

Managing Director & Global Head of Valuations
State Street Investment Management

BlackRock Logo

Mark Persiani

Head of Investment Operations Services
BlackRock

Kennedy Capital Logo

Patrick Wolcott

Chief Operating Officer
Kennedy Capital

HarbourVest Partners Logo

Charlie Teeple

Managing Director, Credit Operations
HarbourVest Partners

Goldman Sachs Asset Management Logo

Aruna Pathiban

SVP Operations
Goldman Sachs Asset Management

Nuveen Logo

Eric Bolisay

Head Managing Director, Trade Operations
Nuveen

PGIM Logo

Mita Matharu

Head of Technology Strategy and Performance
PGIM

Knollwood Advisory Logo

Matt Bailey

Director, Investment Operations
Knollwood Advisory

Apollo Logo

Leonora Xhekaj

Managing Director, Head of Operational Risk Management
Apollo

JP Morgan Asset Management Logo

Ron Withelder

Managing Director, Investment Operations
JP Morgan Asset Management

Morgan Stanley Investment Management Logo

Jan Hoenisch

Strategic Consultant
Morgan Stanley Investment Management

T. Rowe Price Logo

Matt Leef

Global Head of Middle Office
T. Rowe Price

Belle Haven Logo

Sasha Davis

Head of Portfolio Operations
Belle Haven

Nuveen Logo

Cinda Whitten

MD, Global Head of Investment Operations
Nuveen

Upper90 Capital Management Logo

Greg Vilkin

Partner, CFO & COO
Upper90 Capital Management

BDT & MSD Logo

Connor Aller

Vice President, Finance
BDT & MSD

Longview Asset Management Logo

Jim Seng

Financial Operations Director
Longview Asset Management

MassMutual Logo

Kate Schaeffer

Head of Investment Management Strategy and Governance
MassMutual

Principal Global Investors Logo

Terri Messina

Managing Director, Investment Operations
Principal Global Investors

Pzena Investment Management Logo

Nick Padgen

Head of Investment Operations
Pzena Investment Management

Teacher Retirement System of Texas Logo

Maz Rohani

Head of Portfolio Management Services & IBOR Middle Office
Teacher Retirement System of Texas

Coronation Partners Logo

Llewellyn Smith

COO
Coronation Partners

Fidelity Logo

Chris Blanchard

VP, Head of Alternative Investment Operations
Fidelity

Northern Trust Asset Management Logo

Joe Volman

Head of Investment Operations
Northern Trust Asset Management

Altrinsic Global Advisors Logo

Jeff Kazen

Head of Operations and Technology
Altrinsic Global Advisors

JP Morgan Asset Management Logo

Fred Crosnier

Global Head of Operations
JP Morgan Asset Management

American Family Insurance Logo

Vince Pasqualicchio

COO
American Family Insurance

INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPMENT Logo

Aki Jain

Head of Asset & Liability Operations
INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPMENT

Principal Global Investors Logo

Jen Weber

Director, Investment Operations
Principal Global Investors

CPPIB Logo

Mike Leader

MD, Global Head of Investment Operations
CPPIB

Driehaus Logo

Bob Kurinsky

Chief Operating Officer
Driehaus

Vanguard Logo

Andrew Rife

Chief Technical Advisor for Investment Data Systems
Vanguard

Pzena Investment Management Logo

Evan Fire

Chief Operating Officer and Managing Principal
Pzena Investment Management

Jennison Associates Logo

Jason Minkler

Managing Director - Head of Operations
Jennison Associates

Mercer Logo

Jon Gezotis

COO
Mercer

Franklin Templeton Logo

Ky Dong

Strategic Business Consultant
Franklin Templeton

Harding Loevner Logo

Jared Tramutola

COO
Harding Loevner

Nuveen Logo

Aaron Kipnis

Head Managing Director, Business Strategy & Transformation
Nuveen

Apollo Logo

Allison Tanenbaum

Global Head of Trade Operations
Apollo

AllianceBernstein Logo

James Stewart

VP - Strategic Execution Manager
AllianceBernstein

Nomura Capital Management Logo

Matt Nelson

COO
Nomura Capital Management

American Family Insurance Logo

Hieu Giang

Chief Compliance Officer
American Family Insurance

Lord Abbett Logo

Jesse Robinson

Head of Investment Operations
Lord Abbett

Mackenzie Investments Logo

Brad Kirk

VP Investment Operations
Mackenzie Investments

BlackRock Logo

Sandra Stulberger

Managing Director Alternatives Operations
BlackRock

American Century Investments Logo

Fausto Ortega

Director - Global Middle Office
American Century Investments

Harris Associates Logo

Jen Burka

Senior Director, Head of Portfolio Analytics & Accounting
Harris Associates

Sagard Holdings Logo

John Mack

CFO Funds
Sagard Holdings

UBC Investment Management Logo

Anthony Chan

Director, Investment Operations
UBC Investment Management

Cambridge Associates Logo

Ambika D'Souza

MD, Head of Client Reporting, Performance & Data Operations
Cambridge Associates

Aflac Logo

Elena Boeva

COO
Aflac

Capital Group Logo

Rahul Kapur

Global Head of Operations
Capital Group

Morgan Stanley Investment Management Logo

Kat Mello

COO
Morgan Stanley Investment Management

BlackRock Logo

Lou Rosato

MD, Investment Operations
BlackRock

Eventide Investments Logo

Steve Miley

Director, Investment Operations
Eventide Investments

Brown Advisory Logo

Michael Maxwell

Director of Operations
Brown Advisory

Invesco Logo

Ron Robertson

Managing Director, Global Head of Investment and Distribution Operations
Invesco

Sun Life Global Investments Logo

Sonia Maloney

COO & VP Strategy
Sun Life Global Investments

NorthStar Asset Management Logo

Michelle Graham

Chief Operating Officer & Chief Compliance Officer
NorthStar Asset Management

GreenWulf Logo

Jen Albert

COO / CFO
GreenWulf

Great Lakes Advisors Logo

Russell Newman

Chief Operations Officer
Great Lakes Advisors

Aon Logo

Farooq Akbar

Head of OCIO Applications
Aon

Sculptor Capital Management Logo

Jill Weiner

Managing Director, Head of Operations
Sculptor Capital Management

Allspring Global Investments Logo

Claudia Farias-Moen

VP Operations
Allspring Global Investments

City of London Investment Management Logo

Ted Sevick

COO
City of London Investment Management

Golub Capital Logo

Todd Fellhauer

Head of Operations
Golub Capital

Allspring Global Investments Logo

Siobhan Foy

Head of Global Investment Services
Allspring Global Investments

Allspring Global Investments Logo

Mary Jo Abbott

VP Operations
Allspring Global Investments

New York Life Investment Management Logo

Chris Poli

Managing Director, Middle Office Operations
New York Life Investment Management

TIAA Logo

Walter Joyce

MD, Head of Investment Services and Managed Account Services
TIAA

T. Rowe Price Logo

Dianna Manger

VP, Head of Investment Operations – Shared Services
T. Rowe Price

Morgan Stanley Investment Management Logo

Andrew Onslow

Managing Director Investment Operations
Morgan Stanley Investment Management

Antares Capital Logo

Mark Kirim

Managing Director, Risk and Valuation
Antares Capital

Thrivent Logo

Paneesh Rao

Head of Investments Technology and Data
Thrivent

AimCo Logo

Justin Palmer

Senior Managing Director, Head of Business Transformation
AimCo

Morgan Stanley Investment Management Logo

Toby Norris

COO, Private Markets
Morgan Stanley Investment Management

Janus Henderson Logo

Panos Nikopolitidis

Deputy COO
Janus Henderson

MFS Investments Logo

Aditi Taylor

EVP, Head of Operations
MFS Investments

Morgan Stanley Investment Management Logo

Tony da Silva

Global Head of Public Markets Middle Office
Morgan Stanley Investment Management

Driehaus Capital Management LLC Logo

Michael Branchick

Director of IT Business Processes
Driehaus Capital Management LLC

Northwestern Mutual Logo

Amy Schulz

Managing Director, NMIMC Chief Data Officer
Northwestern Mutual

Franklin Templeton Logo

Lyn Dee Moore

SVP Investment Data Operations and Services
Franklin Templeton

Lord Abbett Logo

Ryan Sheehy

Head of SMA, Personal Account Management - Client Services
Lord Abbett

TWC Group Logo

Joanne HansonBonney

Managing Director - Head of Operations
TWC Group

BNY Logo

Dianne Learish

Director of Middle Office Operations
BNY

CalSTRS Logo

Heather Sison

Senior Porfolio Manager
CalSTRS

Artisan Partners Logo

Ankur Patel

Head of Trading & Trade Operations Technology
Artisan Partners

Morgan Stanley Investment Management Logo

Ari Fuller

Managing Director, Head of Operations Control and Market Operations
Morgan Stanley Investment Management

Teacher Retirement System of Texas Logo

Geldon Vllahu

Associate Director, Investment Operations
Teacher Retirement System of Texas

Capital Group Logo

Troy Tanner

Director Investment Operations
Capital Group

Partners Capital Logo

Erin Faccone

Head of Research Operations
Partners Capital

Beacon Harbor Capital Logo

Yarin Kirchen

CEO/CIO
Beacon Harbor Capital

Northwestern Mutual Logo

Alaka Mishal

Chief Technology Officer
Northwestern Mutual

Vanguard Logo

Mike Reger

Head of Global Investment Data Management
Vanguard

Vanguard Logo

Sheetal Patel

Senior Director of Global Investment Data Systems
Vanguard

Fidelity Investments Logo

Laura Jacques

VP, Trade Operations
Fidelity Investments


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