InvestOps USA 2026

March 9 - 11, 2026

JW Marriott Grande Lakes, Orlando

Our Speakers

Buy Side Speakers

Mariam Osman, COO, Global Investment Operations at BlackRock

Mariam Osman

COO, Global Investment Operations
BlackRock

Rahul Kapur, Global Head of Investment Operations at Capital Group

Rahul Kapur

Global Head of Investment Operations
Capital Group

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

Ron Robertson

Managing Director, Global Head of Investment and Distribution Operations
Invesco

Paulomi Shah, Partner, Global Head Operations and Enterprise Risk at Apollo

Paulomi Shah

Partner, Global Head Operations and Enterprise Risk
Apollo

Sandra Zafra Stulberger, Managing Director Alternatives Operations at BlackRock

Sandra Zafra Stulberger

Managing Director Alternatives Operations
BlackRock

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

Andrew Onslow

MD -Global Head of Operations
Morgan Stanley Investment Management

Allison Tanenbaum, Global Head of Trading Operations at Apollo

Allison Tanenbaum

Global Head of Trading Operations
Apollo

Jon Gezotis, Chief Operating Officer - US Investments at Mercer

Jon Gezotis

Chief Operating Officer - US Investments
Mercer

Aruna Parthiban, SVP Operations at Goldman Sachs Asset Management

Aruna Parthiban

SVP Operations
Goldman Sachs Asset Management

Cinda Whitten, Global Head of Investment Operations at Nuveen

Cinda Whitten

Global Head of Investment Operations
Nuveen

Kat Mello, Managing Director and COO, Specialty Solutions Group at Morgan Stanley Investment Management

Kat Mello

Managing Director and COO, Specialty Solutions Group
Morgan Stanley Investment Management

Rashmi Badwe, Chief Operating Officer at TIAA Wealth Management

Rashmi Badwe

Chief Operating Officer
TIAA Wealth Management

Toby Norris, Managing Director, Chief Operating Officer and Head of Risk Management for Priva at Morgan Stanley Investment Management

Toby Norris

Managing Director, Chief Operating Officer and Head of Risk Management for Priva
Morgan Stanley Investment Management

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

Mike Leader

MD, Global Head of Investment Operations
CPPIB

Tony Da Silva, Managing Director, Global Head of Portfolio Services at Morgan Stanley Investment Management

Tony Da Silva

Managing Director, Global Head of Portfolio Services
Morgan Stanley Investment Management

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

Fred Crosnier

Global Head of Operations
JP Morgan Asset Management

Theresa Messina, Managing Director, Investment Operations at Principal Asset Management

Theresa Messina

Managing Director, Investment Operations
Principal Asset Management

Juan Carlos Olivos, Director of Reference and Index Data at Vanguard

Juan Carlos Olivos

Director of Reference and Index Data
Vanguard

Panos Nikopolitidis, Global Head, Operations & Member, Executive Committee at Janus Henderson Investors

Panos Nikopolitidis

Global Head, Operations & Member, Executive Committee
Janus Henderson Investors

Vinay Jain, Senior Vice President, Head of Client Data Strategy at Neuberger Berman

Vinay Jain

Senior Vice President, Head of Client Data Strategy
Neuberger Berman

Manoj Govindan, Vice President of Emerging Technology at PGIM

Manoj Govindan

Vice President of Emerging Technology
PGIM

April Wilcox, Senior Investment Director, Strategic Management & Operations at CalSTRS

April Wilcox

Senior Investment Director, Strategic Management & Operations
CalSTRS

Lou Rosato, Managing Director at BlackRock

Lou Rosato

Managing Director
BlackRock

David Kavanaugh, Global Head of Investment Operations at Dimensional Fund Advisors

David Kavanaugh

Global Head of Investment Operations
Dimensional Fund Advisors

Mike Reger, Head of Strategic Enablement Digital Products at Vanguard

Mike Reger

Head of Strategic Enablement Digital Products
Vanguard

Jesse Robinson, Head of Investment & Client Data Services at Lord Abbett & Co. LLC

Jesse Robinson

Head of Investment & Client Data Services
Lord Abbett & Co. LLC

Evan Fire, COO at Pzena Investment Management

Evan Fire

COO
Pzena Investment Management

Bob Kurinsky, Chief Operating & Financial Officer at Driehaus

Bob Kurinsky

Chief Operating & Financial Officer
Driehaus

Faisal Qasim, Director, Investment Operations at Capital Group

Faisal Qasim

Director, Investment Operations
Capital Group

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

Aki Jain

Head of Asset and Liability Operations
The World Bank

Nichole Graveen, Head Of Operations at Ariel Investments

Nichole Graveen

Head Of Operations
Ariel Investments

Elena Boeva, Chief Operating Officer at Aflac Global Investments

Elena Boeva

Chief Operating Officer
Aflac Global Investments

Amy Piela

Head of Operational Strategy & Delivery
Liberty Mutual Investments

Charlie Teeple, Managing Director, Credit Operations at HarbourVest Partners

Charlie Teeple

Managing Director, Credit Operations
HarbourVest Partners

Aaron Kipnis, Head of Transformation, Investment Operations at Nuveen

Aaron Kipnis

Head of Transformation, Investment Operations
Nuveen

Kate Schaeffer, Head of Investment Strategy & Governance at MassMutual

Kate Schaeffer

Head of Investment Strategy & Governance
MassMutual

Christopher Blanchard, VP, Head of Alternative Investment Operations at Fidelity Investments

Christopher Blanchard

VP, Head of Alternative Investment Operations
Fidelity Investments

Jonathan Cannon, Head of Global Operations at Beach Point Capital

Jonathan Cannon

Head of Global Operations
Beach Point Capital

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

Sheetal Patel

Senior Director, Global Investment Data Systems
Vanguard

James Stewart, VP, Strategic Execution Manager, Alternatives at AllianceBernstein

James Stewart

VP, Strategic Execution Manager, Alternatives
AllianceBernstein

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

Matt Leef

Global Head of Middle Office
T. Rowe Price

Ron Withelder, Managing Director, Investment Operations at JPMorgan Asset Management

Ron Withelder

Managing Director, Investment Operations
JPMorgan Asset Management

Aditi Taylor, Executive Vice President, Head of Operations at Massachusetts Financial Services

Aditi Taylor

Executive Vice President, Head of Operations
Massachusetts Financial Services

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

Chris Poli, Senior Director, Middle Office Operations at NYLInvestors

Chris Poli

Senior Director, Middle Office Operations
NYLInvestors

Mike Maxwell, Partner, Head of Operations at Brown Advisory

Mike Maxwell

Partner, Head of Operations
Brown Advisory

Jeff Lambert, Global Head of Middle Office Operations at Dimensional Fund Advisors

Jeff Lambert

Global Head of Middle Office Operations
Dimensional Fund Advisors

Eric Bolisay, MD, Head of Global Public Operations at Nuveen

Eric Bolisay

MD, Head of Global Public Operations
Nuveen

Connor Aller, Vice President, Finance at BDT & MSD

Connor Aller

Vice President, Finance
BDT & MSD

Jarron Smith, Chief Operating Officer at Marshfield Associates

Jarron Smith

Chief Operating Officer
Marshfield Associates

Todd Fellhauer, Head of Operations at Golub Capital

Todd Fellhauer

Head of Operations
Golub Capital

Dan Dudley, Investment Operations Director at Diamond Hill Investment Group

Dan Dudley

Investment Operations Director
Diamond Hill Investment Group

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

Jonathan Campos, Director Investment Operations at IFM Investors

Jonathan Campos

Director Investment Operations
IFM Investors

Brad Kirk, VP Investment Operations at Mackenzie Investments

Brad Kirk

VP Investment Operations
Mackenzie Investments

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

Leonara Xhekaj

Managing Director, Head of Operational Risk Management
Apollo

Steve Miley, Director of Investment Operations at Eventide Investments

Steve Miley

Director of Investment Operations
Eventide Investments

Hieu Giang, Chief Compliance Officer at American Family Investment

Hieu Giang

Chief Compliance Officer
American Family Investment

Jared Tramutola, Chief Operating Officer at Harding Loevner

Jared Tramutola

Chief Operating Officer
Harding Loevner

Michelle Graham, Chief Operating Officer at NorthStar Asset Management

Michelle Graham

Chief Operating Officer
NorthStar Asset Management

Patrick Wolcott, Chief Operating Officer at Kennedy Capital Management

Patrick Wolcott

Chief Operating Officer
Kennedy Capital Management

Vince Pasqualicchio, Chief Operating Officer at American Family Insurance

Vince Pasqualicchio

Chief Operating Officer
American Family Insurance

Jae Chon, Chief Operating Officer at Knollwood Investment Advisory

Jae Chon

Chief Operating Officer
Knollwood Investment Advisory

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

Gregory Vilkin

Partner, CFO & COO
Upper90 Capital Management

John Mack, CFO Funds at Sagard

John Mack

CFO Funds
Sagard

Llewellyn Smith, Chief Operating Officer at Coronation Fund Managers

Llewellyn Smith

Chief Operating Officer
Coronation Fund Managers

Maria Springer, Senior Director at Sun Life Capital Management

Maria Springer

Senior Director
Sun Life Capital Management

Ajit Divaraniya, Head Of Alternative Operations at Lord Abbett & Co. LLC

Ajit Divaraniya

Head Of Alternative Operations
Lord Abbett & Co. LLC

Jen Albert, Partner, COO/CFO at GreenWulf Asset Management

Jen Albert

Partner, COO/CFO
GreenWulf Asset Management

Lou Thorne, Chief Operating Officer at ICONiQ

Lou Thorne

Chief Operating Officer
ICONiQ

Ankur Patel, Director - Trading & Trade Operations Technology at Artisan Partners

Ankur Patel

Director - Trading & Trade Operations Technology
Artisan Partners

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

Cihan Kasikara

SVP, Global Head of Investment Operations
American Century Investments

Lenia Ascenso, Chief Operating Officer of Investment Research at Partners Capital

Lenia Ascenso

Chief Operating Officer of Investment Research
Partners Capital

Jeff Kazen, Head Of Operations And Technology at Altrinsic Global Advisors LLC

Jeff Kazen

Head Of Operations And Technology
Altrinsic Global Advisors LLC

Matt Bailey, Director of Operations at Knollwood Investment Advisory

Matt Bailey

Director of Operations
Knollwood Investment Advisory

Michelle Skinner, Associate Director - Enterprise Architecture at Principal Asset Management

Michelle Skinner

Associate Director - Enterprise Architecture
Principal Asset Management

Jim Seng

Director, Investment Operations
Longview Asset 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

Anthony Chan, Director of Investment Operations at UBC Investment Management

Anthony Chan

Director of Investment Operations
UBC Investment Management

Ryan Sheehy, Head of SMA Personal Account Management at Lord Abbett & Co.

Ryan Sheehy

Head of SMA Personal Account Management
Lord Abbett & Co.

Nicholas Padgen, Head of Operations at Pzena Investment Management

Nicholas Padgen

Head of Operations
Pzena Investment Management

Matt Nelson, Chief Operating Officer at Nomura Capital Management

Matt Nelson

Chief Operating Officer
Nomura Capital Management

Mark Persiani, Head of Investment Operations Services at BlackRock

Mark Persiani

Head of Investment Operations Services
BlackRock

Kelly Stavola

Product Manager - Fund Administration
American Century Investments

Mark Willoughby, Product Manager – Middle Office at American Century Investments

Mark Willoughby

Product Manager – Middle Office
American Century Investments

Jen Weber, Director, Investment Operations at Principal Global Investors

Jen Weber

Director, Investment Operations
Principal Global Investors

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

Joe Volman

Head of Investment Administration
Northern Trust Asset Management

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

Jason Minkler

Managing Director - Head of Operations
Jennison Associates

Jen Burka, Senior Director, Head of Portfolio Analytics & Accounting at Harris Associates

Jen Burka

Senior Director, Head of Portfolio Analytics & Accounting
Harris Associates

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

Ky Dong

Strategic Consultant - Investment & Trade Client Services
Franklin Templeton

Michael Branchick, IT Project Director at Driehaus

Michael Branchick

IT Project Director
Driehaus

Sasha Davis, Head of Portfolio Operations at Belle Haven Investments, L.P

Sasha Davis

Head of Portfolio Operations
Belle Haven Investments, L.P

Lisa Peavy, Head of Investment Data Governance, Investment Data & Systems at Teacher Retirement System of Texas

Lisa Peavy

Head of Investment Data Governance, Investment Data & Systems
Teacher Retirement System of Texas

James Watson, Program Manager – Systems & Operations Strategy at Franklin Templeton

James Watson

Program Manager – Systems & Operations Strategy
Franklin Templeton

Olga Sudvarg, Former COO Data at Invesco

Olga Sudvarg

Former COO Data
Invesco

Jan Hoenisch, Consultant at Morgan Stanley Investment Management

Jan Hoenisch

Consultant
Morgan Stanley Investment Management

Ute Gumm, Business Services Manager at PTMA Financial Solutions

Ute Gumm

Business Services Manager
PTMA Financial Solutions

Industry Experts & Moderators

Katherine Lucas, Head Senior VP, & Global Clients Division Marketing (North America) at State Street

Katherine Lucas

Head Senior VP, & Global Clients Division Marketing (North America)
State Street

Matt Sweeney, Former Senior Director of Investment Operations at Independent

Matt Sweeney

Former Senior Director of Investment Operations
Independent

Brian Buzzelli, Director, Data & Digital Transformation at Meradia

Brian Buzzelli

Director, Data & Digital Transformation
Meradia

Jonathan Broch, Senior Partner, Private Equity at Alpha FMC

Jonathan Broch

Senior Partner, Private Equity
Alpha FMC

Ross Tremblay, Managing Director, Asset Management Consulting Practice at Accenture

Ross Tremblay

Managing Director, Asset Management Consulting Practice
Accenture

Mark Aguilera, Founder & CEO at TorreBlanc

Mark Aguilera

Founder & CEO
TorreBlanc

Phin Smith, Director, Head of Consulting at Saragossa

Phin Smith

Director, Head of Consulting
Saragossa

Matt Tilner, Partner at Deloitte

Matt Tilner

Partner
Deloitte

Roland Waz, Principal, Investment Management and Real Estate Sector Leader at Deloitte

Roland Waz

Principal, Investment Management and Real Estate Sector Leader
Deloitte

Jeff Levi, Principal at Deloitte

Jeff Levi

Principal
Deloitte

Peter Fever, Managing Director, Financial Services at Deloitte

Peter Fever

Managing Director, Financial Services
Deloitte

Declan Byrne, Partner, Asset & Wealth Managed Service Leader at PwC

Declan Byrne

Partner, Asset & Wealth Managed Service Leader
PwC

Rohan Patankar, Director, PwC Advisory Services at PwC

Rohan Patankar

Director, PwC Advisory Services
PwC

Sell Side Speakers & Solution Providers

Mostapha Tahiri, Chief Operating Officer at State Street

Mostapha Tahiri

Chief Operating Officer
State Street

Alexander Popp, Head of Charles River for Private Markets at State Street

Alexander Popp

Head of Charles River for Private Markets
State Street

Kevin O'Connor, Global Head of Portfolio Solutions Sales at State Street

Kevin O'Connor

Global Head of Portfolio Solutions Sales
State Street

Steve Fenty, Senior MD, Global Head of Currency Management and Agency Derivatives at State Street

Steve Fenty

Senior MD, Global Head of Currency Management and Agency Derivatives
State Street

Vijay Mayadas, President and Chief Executive Officer at Rimes

Vijay Mayadas

President and Chief Executive Officer
Rimes

Abbey Brewer, Americas Head of Strategy at SimCorp

Abbey Brewer

Americas Head of Strategy
SimCorp

Tracy Chou, Director of Securities, Go-to-Market at Swift

Tracy Chou

Director of Securities, Go-to-Market
Swift

Charly Guyot

Head of Alternative Investors Client Line, Americas
BNP Paribas

Vikash Rughani, Head of Product Design at OSTTRA

Vikash Rughani

Head of Product Design
OSTTRA

Paul Burd, Managing Director, Head of Operations at RBC Investor Services

Paul Burd

Managing Director, Head of Operations
RBC Investor Services

Pratap Narayan Singh, MD, Global Head - Private Markets, Corporates & Consulting at Acuity Analytics

Pratap Narayan Singh

MD, Global Head - Private Markets, Corporates & Consulting
Acuity Analytics

Brian Disken, Executive Director, Head of Treasury Product at DTCC

Brian Disken

Executive Director, Head of Treasury Product
DTCC

Ankor Rai, CEO at Straive

Ankor Rai

CEO
Straive

Matthew McLaughlin, Senior Director, Product Management at FactSet

Matthew McLaughlin

Senior Director, Product Management
FactSet

Jason Yule, Chief Revenue Officer at WTax

Jason Yule

Chief Revenue Officer
WTax

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

Scott Bevier

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

Amir Dehestani, Solutions Engineer at FundGuard

Amir Dehestani

Solutions Engineer
FundGuard

Derek Lynden, Head of Business Development - Banking and Financial Services at LTIMindtree Canada

Derek Lynden

Head of Business Development - Banking and Financial Services
LTIMindtree Canada

Tom Secaur, Global Chief Operating Officer at Citisoft

Tom Secaur

Global Chief Operating Officer
Citisoft

Catherine Thrasher, Chief Operations Officer at CIBC Mellon

Catherine Thrasher

Chief Operations Officer
CIBC Mellon

Brad Small, Head of Product - Credit at Allvue

Brad Small

Head of Product - Credit
Allvue

Alan Meaney, CEO at Fund Recs

Alan Meaney

CEO
Fund Recs

Rochelle Glazman, VP, Head of Product Marketing at Arcesium

Rochelle Glazman

VP, Head of Product Marketing
Arcesium

Jack Lynch, Chief Strategy Officer at Ridgeline

Jack Lynch

Chief Strategy Officer
Ridgeline

Michael Beattie, Global Head of Product Strategy at Linedata

Michael Beattie

Global Head of Product Strategy
Linedata

Marcela Crossman, Head of Middle & Back Office Services at Linedata

Marcela Crossman

Head of Middle & Back Office Services
Linedata

Mark Seaman, SVP, Business Development & Advisory Services at Linedata

Mark Seaman

SVP, Business Development & Advisory Services
Linedata

Gabino Roche, CEO & Co-Founder at Saphyre

Gabino Roche

CEO & Co-Founder
Saphyre

Sam Showah, Head of Product Strategy at Broadridge

Sam Showah

Head of Product Strategy
Broadridge

Peggy Vena, Head of ETF Services at Citi

Peggy Vena

Head of ETF Services
Citi

Peter Keaveney, Partner at Davies Group

Peter Keaveney

Partner
Davies Group

Tina Wilkinson, Partner, Financial Services at Davies Group

Tina Wilkinson

Partner, Financial Services
Davies Group

Chris Spurrell, Founder & Principal at Castle Peak Associates

Chris Spurrell

Founder & Principal
Castle Peak Associates

Tracy Moore, Director of Strategic Thought Leadership & Regulatory Affairs at Fenergo Ltd

Tracy Moore

Director of Strategic Thought Leadership & Regulatory Affairs
Fenergo Ltd

Lisa Widdowson, VP, Head of Product for Insurance and Asset Owners at CWAN

Lisa Widdowson

VP, Head of Product for Insurance and Asset Owners
CWAN

Yuriy Shterk, Global Head of Alternatives at CWAN

Yuriy Shterk

Global Head of Alternatives
CWAN

James Pike, Chief Revenue Officer at Taskize

James Pike

Chief Revenue Officer
Taskize

Polly LeBarron, Senior Manager, Product Management at BetaNXT

Polly LeBarron

Senior Manager, Product Management
BetaNXT

Chris Albright, VP – Fund Accounting at NAV Fund Services

Chris Albright

VP – Fund Accounting
NAV Fund Services

We're always looking ahead to book a roster of inspiring speakers. Contact us today to reserve your spot.

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Our Sponsors:

Acuity Knowledge Partners

Altaira Strategic Partners, LLC

Brown Brothers Harriman

Castle Peak Associates

Clearwater Analytics

Curium Data Systems

Finbourne Technology

Grandview Analytics

London Stock Exchange Group

NAV Fund Services

Preyer US Corp.

RBC Investor Services

S&P Global Market Intelligence

STP Investment Services

Ultimus Fund Solutions

Watson Wheatley