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

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

Fred Crosnier

Global Head of Operations
JP Morgan Asset Management

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

Nitin Kulkarni, Managing Director, Operations at JP Morgan Asset Management

Nitin Kulkarni

Managing Director, Operations
JP Morgan Asset Management

Sandra Stulberger, Managing Director Alternatives Operations at BlackRock

Sandra 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

Jon Gezotis, Chief Operating Officer - US Investments at Mercer

Jon Gezotis

Chief Operating Officer - US Investments
Mercer

Allison Tanenbaum, Global Head of Trading Operations at Apollo

Allison Tanenbaum

Global Head of Trading Operations
Apollo

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

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

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

Theresa Messina

Managing Director, Investment Operations
Principal Asset Management

Justin Palmer, Senior Managing Director, Head of Business Transformation at AimCo

Justin Palmer

Senior Managing Director, Head of Business Transformation
AimCo

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

Mike Reger, Head of Strategic Enablement Digital Products at Vanguard

Mike Reger

Head of Strategic Enablement Digital Products
Vanguard

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

Jesse Robinson

Head of Investment Operations
Lord Abbett & Co

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

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

Aki Jain

Head of Asset and Liability Operations
The World Bank

Brad Campbell, Director Investment Operations at Arrowmark Partners

Brad Campbell

Director Investment Operations
Arrowmark Partners

Faisal Qasim, Director, Investment Operations at Capital Group

Faisal Qasim

Director, Investment Operations
Capital Group

Uday Kiran Bolusani, Head of Investment Operations Accounting Ecosystem at MassMutual

Uday Kiran Bolusani

Head of Investment Operations Accounting Ecosystem
MassMutual

Nichole Graveen, Head of Investment Operations at Ariel Investment Management

Nichole Graveen

Head of Investment Operations
Ariel Investment Management

Elena Boeva, Chief Operating Officer at Aflac Global Investments

Elena Boeva

Chief Operating Officer
Aflac Global Investments

Brian Charles, Global Head of Investment Data Product Management at Vanguard

Brian Charles

Global Head of Investment Data Product Management
Vanguard

Tamika Harris-Smith, Head of Corporate Technology at MassMutual

Tamika Harris-Smith

Head of Corporate Technology
MassMutual

Aaron Kipnis, Managing Director, Head of Business Strategy and Transformation at Nuveen

Aaron Kipnis

Managing Director, Head of Business Strategy and Transformation
Nuveen

Kate Schaeffer, Head of Investment Strategy & Governance at MassMutual

Kate Schaeffer

Head of Investment Strategy & Governance
MassMutual

Charlie Teeple, Managing Director, Credit Operations at HarbourVest Partners

Charlie Teeple

Managing Director, Credit Operations
HarbourVest Partners

Peter Russell, MD, Credit Investment Operations at PSP Investments

Peter Russell

MD, Credit Investment Operations
PSP Investments

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

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 Global Management

Leonara Xhekaj

Managing Director, Head of Operational Risk Management
Apollo Global Management

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

Parnaz Tabrizian, Director of Innovation Labs at AimCo

Parnaz Tabrizian

Director of Innovation Labs
AimCo

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

Jeff Kazen

Head of Operations & Technology
Altrinsic Global Advisors

Jim Seng

Director Investment Operations
Longview Asset Management

Jen Weber, Director, Investment Operations at Principal Global Investors

Jen Weber

Director, Investment Operations
Principal Global Investors

Justin Abraham, Head of Investment Portfolio Management Platform at HarbourVest Partners

Justin Abraham

Head of Investment Portfolio Management Platform
HarbourVest Partners

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

Aditi Taylor, EVP and Head of Operations at MFS Investment Management

Aditi Taylor

EVP and Head of Operations
MFS Investment Management

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

Sara Poldaas, Director, Portfolio Services at Mawer Investment Management

Sara Poldaas

Director, Portfolio Services
Mawer Investment Management

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

Connor Aller, Director of Investment Operations at Corbin Capital Partners

Connor Aller

Director of Investment Operations
Corbin Capital Partners

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

Daniel Dudley, Director of Investment Operations at Diamond Hill

Daniel Dudley

Director of Investment Operations
Diamond Hill

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

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

Christopher Blanchard

VP, Head of Alternative Investment Operations
Fidelity Investments

Kat Mello, MD, Chief Operating Officer at Morgan Stanley Investment Management

Kat Mello

MD, Chief Operating Officer
Morgan Stanley Investment Management

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

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

Mike Maxwell, Partner, Head of Operations at Brown Advisory

Mike Maxwell

Partner, Head of Operations
Brown Advisory

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

Matt Bailey, Director of Operations at Knollwood Investment Advisory

Matt Bailey

Director of Operations
Knollwood Investment Advisory

Steve Wisneski, SVP, Systems & Operations Strategy at Franklin Templeton

Steve Wisneski

SVP, Systems & Operations Strategy
Franklin Templeton

Anthony Chan, Director of Investment Operations at UBC Investment Management

Anthony Chan

Director of Investment Operations
UBC Investment Management

Maria Springer, Senior Director at SLC Management

Maria Springer

Senior Director
SLC Management

Ajit Divaraniya, Head of Alternative Operations at Lord, Abbett & Co

Ajit Divaraniya

Head of Alternative Operations
Lord, Abbett & Co

Jen Albert, COO/CFO at Pathstone

Jen Albert

COO/CFO
Pathstone

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

Alaka Mishal, CTO, Wealth & Investment Management at Northwestern Mutual

Alaka Mishal

CTO, Wealth & Investment Management
Northwestern Mutual

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

Cihan Kasikara

SVP, Global Head of Investment Operations
American Century Investments

Ben Banfield, Head of Service Delivery - Investment & Distribution Services at Invesco

Ben Banfield

Head of Service Delivery - Investment & Distribution Services
Invesco

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

Lenia Ascenso

Chief Operating Officer of Investment Research
Partners Capital

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, COO at Nomura Capital Management

Matt Nelson

COO
Nomura Capital Management

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

Sell Side Speakers & Solution Providers

Michael Beattie, Global Head of Product Strategy at Linedata

Michael Beattie

Global Head of Product Strategy
Linedata

Gabino Roche, CEO & Co-Founder at Saphyre

Gabino Roche

CEO & Co-Founder
Saphyre

Rachel Puleo, Global Head of Product, Asset Management Solutions at Broadridge

Rachel Puleo

Global Head of Product, Asset Management Solutions
Broadridge

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:

Altaira Strategic Partners, LLC

Brown Brothers Harriman

Castle Peak Associates

Clearwater Analytics

Finbourne Technology

Grandview Analytics

London Stock Exchange Group

Preyer US Corp.

RBC Investor Services

S&P Global Market Intelligence

STP Investment Services

Ultimus Fund Solutions

Watson Wheatley