Our Speakers

Buy Side Speakers

Jim McVeigh, Managing Director & Global Head of Valuations at State Street Investment Management

Jim McVeigh

Managing Director & Global Head of Valuations
State Street Investment Management

Mark Persiani, Head of Investment Operations Services at BlackRock

Mark Persiani

Head of Investment Operations Services
BlackRock

Patrick Wolcott, Chief Operating Officer at Kennedy Capital

Patrick Wolcott

Chief Operating Officer
Kennedy Capital

Charlie Teeple, Managing Director, Credit Operations at HarbourVest Partners

Charlie Teeple

Managing Director, Credit Operations
HarbourVest Partners

Aruna Parthiban, SVP Operations at Goldman Sachs Asset Management

Aruna Parthiban

SVP Operations
Goldman Sachs Asset Management

Eric Bolisay, Head Managing Director, Trade Operations at Nuveen

Eric Bolisay

Head Managing Director, Trade Operations
Nuveen

Mita Matharu, Head of Technology Strategy and Performance at PGIM

Mita Matharu

Head of Technology Strategy and Performance
PGIM

Matt Bailey, Director, Investment Operations at Knollwood Advisory

Matt Bailey

Director, Investment Operations
Knollwood Advisory

Leonora Xhekaj, Managing Director, Head of Operational Risk Management at Apollo

Leonora Xhekaj

Managing Director, Head of Operational Risk Management
Apollo

Ron Withelder

Managing Director, Investment Operations
JP Morgan Asset Management

Jan Hoenisch, Strategic Consultant at Morgan Stanley Investment Management

Jan Hoenisch

Strategic Consultant
Morgan Stanley Investment Management

Matt Leef, Global Head of Middle Office at T. Rowe Price

Matt Leef

Global Head of Middle Office
T. Rowe Price

Sasha Davis, Head of Portfolio Operations at Belle Haven

Sasha Davis

Head of Portfolio Operations
Belle Haven

Cinda Whitten, MD, Global Head of Investment Operations at Nuveen

Cinda Whitten

MD, Global Head of Investment Operations
Nuveen

Greg Vilkin, Partner, CFO & COO at Upper90 Capital Management

Greg Vilkin

Partner, CFO & COO
Upper90 Capital Management

Connor Aller

Vice President, Finance
BDT & MSD

Jim Seng

Financial Operations Director
Longview Asset Management

Kate Schaeffer, Head of Investment Management Strategy and Governance at MassMutual

Kate Schaeffer

Head of Investment Management Strategy and Governance
MassMutual

Terri Messina, Managing Director, Investment Operations at Principal Global Investors

Terri Messina

Managing Director, Investment Operations
Principal Global Investors

Nick Padgen, Head of Investment Operations at Pzena Investment Management

Nick Padgen

Head of Investment Operations
Pzena Investment Management

Maz Rohani, Head of Portfolio Management Services & IBOR Middle Office at Teacher Retirement System of Texas

Maz Rohani

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

Llewellyn Smith, COO at Coronation Partners

Llewellyn Smith

COO
Coronation Partners

Chris Blanchard, Head of Alternative Investments Brokerage Strategy at Fidelity Investments

Chris Blanchard

Head of Alternative Investments Brokerage Strategy
Fidelity Investments

Joe Volman, Head of Investment Operations at Northern Trust Asset Management

Joe Volman

Head of Investment Operations
Northern Trust Asset Management

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

Jeff Kazen

Head of Operations and Technology
Altrinsic Global Advisors

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

Fred Crosnier

Global Head of Operations
JP Morgan Asset Management

Vince Pasqualicchio, COO at American Family Insurance

Vince Pasqualicchio

COO
American Family Insurance

Aki Jain, Head of Asset & Liability Operations at The World Bank

Aki Jain

Head of Asset & Liability Operations
The World Bank

Jen Weber, Director, Investment Operations at Principal Global Investors

Jen Weber

Director, Investment Operations
Principal Global Investors

Mike Leader, MD, Global Head of Investment Operations at CPPIB

Mike Leader

MD, Global Head of Investment Operations
CPPIB

Bob Kurinsky, Chief Operating Officer at Driehaus

Bob Kurinsky

Chief Operating Officer
Driehaus

Andrew Rife, Chief Technical Advisor for Investment Data Systems at Vanguard

Andrew Rife

Chief Technical Advisor for Investment Data Systems
Vanguard

Evan Fire, Chief Operating Officer and Managing Principal at Pzena Investment Management

Evan Fire

Chief Operating Officer and Managing Principal
Pzena Investment Management

Jason Minkler, Managing Director - Head of Operations at Jennison Associates

Jason Minkler

Managing Director - Head of Operations
Jennison Associates

Jon Gezotis, COO at Marsh

Jon Gezotis

COO
Marsh

Ky Dong, Strategic Business Consultant at Franklin Templeton

Ky Dong

Strategic Business Consultant
Franklin Templeton

Jared Tramutola, COO at Harding Loevner

Jared Tramutola

COO
Harding Loevner

Aaron Kipnis, Head Managing Director, Business Strategy & Transformation at Nuveen

Aaron Kipnis

Head Managing Director, Business Strategy & Transformation
Nuveen

Allison Tanenbaum, Global Head of Trade Operations at Apollo

Allison Tanenbaum

Global Head of Trade Operations
Apollo

James Stewart, VP - Strategic Execution Manager at AllianceBernstein

James Stewart

VP - Strategic Execution Manager
AllianceBernstein

Matt Nelson, COO at Nomura Capital Management

Matt Nelson

COO
Nomura Capital Management

Hieu Giang

Chief Compliance Officer
American Family Insurance

Jesse Robinson, Head of Investment Operations at Lord Abbett

Jesse Robinson

Head of Investment Operations
Lord Abbett

Brad Kirk

VP Investment Operations
Mackenzie Investments

Sandra Stulberger, Managing Director Alternatives Operations at BlackRock

Sandra Stulberger

Managing Director Alternatives Operations
BlackRock

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

Fausto Ortega

Director - Global Middle Office
American Century Investments

Jen Burka

Senior Director, Head of Portfolio Analytics & Accounting
Harris Associates

John Mack, CFO Funds at Sagard Holdings

John Mack

CFO Funds
Sagard Holdings

Anthony Chan, Director, Investment Operations at UBC Investment Management

Anthony Chan

Director, Investment Operations
UBC Investment Management

Ambika D'Souza, MD, Head of Client Reporting, Performance & Data Operations at Cambridge Associates

Ambika D'Souza

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

Elena Boeva, COO at Aflac

Elena Boeva

COO
Aflac

Rahul Kapur, Global Head of Operations at Capital Group

Rahul Kapur

Global Head of Operations
Capital Group

Kat Mello, COO at Morgan Stanley Investment Management

Kat Mello

COO
Morgan Stanley Investment Management

Lou Rosato, MD, Investment Operations at BlackRock

Lou Rosato

MD, Investment Operations
BlackRock

Steve Miley, Director, Investment Operations at Eventide Investments

Steve Miley

Director, Investment Operations
Eventide Investments

Michael Maxwell, Director of Operations at Brown Advisory

Michael Maxwell

Director of Operations
Brown Advisory

Ron Robertson

Managing Director, Global Head of Investment and Distribution Operations
Invesco

Sonia Maloney, COO & VP Strategy at Sun Life Global Investments

Sonia Maloney

COO & VP Strategy
Sun Life Global Investments

Michelle Graham, Chief Operating Officer & Chief Compliance Officer at NorthStar Asset Management

Michelle Graham

Chief Operating Officer & Chief Compliance Officer
NorthStar Asset Management

Jen Albert, COO / CFO at GreenWulf

Jen Albert

COO / CFO
GreenWulf

Russell Newman, Chief Operations Officer at Great Lakes Advisors

Russell Newman

Chief Operations Officer
Great Lakes Advisors

Farooq Akbar, Head of OCIO Applications at Aon

Farooq Akbar

Head of OCIO Applications
Aon

Jill Weiner, Managing Director, Head of Operations at Sculptor Capital Management

Jill Weiner

Managing Director, Head of Operations
Sculptor Capital Management

Claudia Farias-Moen

VP Operations
Allspring Global Investments

Ted Sevick, COO at City of London Investment Management

Ted Sevick

COO
City of London Investment Management

Todd Fellhauer, Head of Operations at Golub Capital

Todd Fellhauer

Head of Operations
Golub Capital

Siobhan Foy, Head of Global Investment Services at Allspring Global Investments

Siobhan Foy

Head of Global Investment Services
Allspring Global Investments

Mary Jo Abbott

VP Operations
Allspring Global Investments

Chris Poli, Managing Director, Middle Office Operations at New York Life Investment Management

Chris Poli

Managing Director, Middle Office Operations
New York Life Investment Management

Walter Joyce, MD, Head of Investment Services and Managed Account Services at TIAA

Walter Joyce

MD, Head of Investment Services and Managed Account Services
TIAA

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

Dianna Manger

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

Andrew Onslow, Managing Director Investment Operations at Morgan Stanley Investment Management

Andrew Onslow

Managing Director Investment Operations
Morgan Stanley Investment Management

Mark Kirim, Managing Director, Risk and Valuation at Antares Capital

Mark Kirim

Managing Director, Risk and Valuation
Antares Capital

Paneesh Rao, Head of Investments Technology and Data at Thrivent

Paneesh Rao

Head of Investments Technology and Data
Thrivent

Justin Palmer

Senior Managing Director, Head of Business Transformation
AimCo

Toby Norris, COO, Private Markets at Morgan Stanley Investment Management

Toby Norris

COO, Private Markets
Morgan Stanley Investment Management

Panos Nikopolitidis, Deputy COO at Janus Henderson

Panos Nikopolitidis

Deputy COO
Janus Henderson

Aditi Taylor, EVP, Head of Operations at MFS Investments

Aditi Taylor

EVP, Head of Operations
MFS Investments

Tony da Silva, Global Head of Public Markets Middle Office at Morgan Stanley Investment Management

Tony da Silva

Global Head of Public Markets Middle Office
Morgan Stanley Investment Management

Michael Branchick, Director of IT Business Processes at Driehaus Capital Management LLC

Michael Branchick

Director of IT Business Processes
Driehaus Capital Management LLC

Amy Schulz, Managing Director, NMIMC Chief Data Officer at Northwestern Mutual

Amy Schulz

Managing Director, NMIMC Chief Data Officer
Northwestern Mutual

Lyn Dee Moore, SVP Investment Data Operations and Services at Franklin Templeton

Lyn Dee Moore

SVP Investment Data Operations and Services
Franklin Templeton

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

Ryan Sheehy

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

Joanne HansonBonney, Managing Director - Head of Operations at TWC Group

Joanne HansonBonney

Managing Director - Head of Operations
TWC Group

Dianne Learish, Director of Middle Office Operations at BNY

Dianne Learish

Director of Middle Office Operations
BNY

Heather Sison, Senior Porfolio Manager at CalSTRS

Heather Sison

Senior Porfolio Manager
CalSTRS

Ankur Patel, Head of Trading & Trade Operations Technology at Artisan Partners

Ankur Patel

Head of Trading & Trade Operations Technology
Artisan Partners

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

Ari Fuller

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

Geldon Vllahu, Associate Director, Investment Operations at Teacher Retirement System of Texas

Geldon Vllahu

Associate Director, Investment Operations
Teacher Retirement System of Texas

Troy Tanner, Director Investment Operations at Capital Group

Troy Tanner

Director Investment Operations
Capital Group

Erin Faccone, Head of Research Operations at Partners Capital

Erin Faccone

Head of Research Operations
Partners Capital

Yarin Kirchen, CEO/CIO at Beacon Harbor Capital

Yarin Kirchen

CEO/CIO
Beacon Harbor Capital

Alaka Mishal, Chief Technology Officer at Northwestern Mutual

Alaka Mishal

Chief Technology Officer
Northwestern Mutual

Mike Reger, Head of Global Investment Data Management at Vanguard

Mike Reger

Head of Global Investment Data Management
Vanguard

Sheetal Patel, Senior Director of Global Investment Data Systems at Vanguard

Sheetal Patel

Senior Director of Global Investment Data Systems
Vanguard

Laura Jacques, VP, Trade Operations at Fidelity Investments

Laura Jacques

VP, Trade Operations
Fidelity Investments

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