Senior-Level Learning, Benchmarking and Networking At Its Best
Only COOs and investment operations senior-level decision makers who are profiled on interests are invited to attend InvestOps USA 2021 enabling you to have the most productive learning and networking experience.
The mix of high-level strategic case studies and interactive discussions focused on your biggest operational priorities- means you can benchmark your transformation strategy with MD Investment Operations and COO peers from the largest US Asset Managers to stay ahead of the curve.
Plus, meet with handpicked solution providers to efficiently determine who is best placed to support your current investment operations priorities.
You can benefit from all of this over (1 or 2) interactive days at InvestOps USA 2021 - ensuring you get the best ROI on your valuable time.
An exclusive, invitation only, online forum for
Buy Side COOs and Heads of Investment Operations
November 03 - 04, 2021 | Online (EST)
“An excellent way to network with my buy side peers and source practical solutions to overcome my key operations challenges.”
Carol Kuha
Chief Operating Officer
RBC Global Asset Management
“Truly addresses the operations challenges facing the buy side; an excellent way to learn how my peers are tackling the same issues.”
Marc Buonomo
Head of Asset Management Operations
DWS Investments
“No other event brings together so many buy side alongside major market participants from the full value chain. A unique networking experience.“
Ky Dong
Globe Trade Services
Franklin Templeton Investments
Speakers Include:
Nitesh Ambastha
Global Chief Technology Officer Core Operations
JP Morgan Asset Management
Jenn McMackin
Senior Vice President of Data Services
Gresham Technologies
Marc Buonomo
Head of Investment Operations US
DWS Investment Management
Chris Smith
Head of Post Trade
MarketAxess
Jeff Coleman
MD Global Head of Investment Operations
T Mercer
Frederic Crosnier
Global Head of Operations
JP Morgan Asset Management
Anita Karier
Global Head of Portfolio Services Global Initiatives
Invesco
James Kearney
Global Head of Investment Operations
Vanguard
Matthew Kelly
SVP Global Head Digitization & Automation
Northern Trust Asset Management
Nancy Wiser
Former EVP Global Head of Operations
Wells Fargo Asset Management
Anthony Mirabile
MD US Investment Operations
Goldman Sachs Asset Management
Lou Rosato
Global Investment Operations Strategy and Industry Engagement
BlackRock
Mike Tumilty
Global Chief Operating Officer
Aberdeen Standard Investments
Steven Wisneski
SVP Head of Operations Strategy
Franklin Templeton
Jaki Walsh
VP Global Product Development - Data & Post-Trade
SimCorp
Philip Slavin
CEO and Co-Founder
Taskize
Ray Tierney
President
Itiviti, a Broadridge Business
Top 3 Reasons to Attend:
5 STAR CONTENT
Be part of a high-level invitation-only forum. Learn from and network with your senior peers from the top buy side firms
IMMERSIVE
Experience small-group peer-to-peer interactive sessions. Benchmark against Heads of Investment Operations and share COVID-19 lessons learnt and recovery strategies moving forward.
STAY CONNECTED
Connect with handpicked solution providers 1-1 before and during the event. Time efficiently evaluate how the most innovative industry solutions can help you weather this storm and thrive in the future.
Request an Invitation
Benchmark Your Strategies For:
- Maintaining the momentum of technological transformation in the post-pandemic world
- Implementing risk management frameworks and leveraging technology to drive operational resilience
- Ensuring optimum control, visibility and cost for outsourcing activities
- Delivering best practice data management & integration strategies
- Optimizing operational people, processes and tech for complex products & classifications (derivatives, alternative investments, ESG ratings etc.)
How it works:
Be part of a high-level invitatiaon-only forum:
Gain exclusive access to senior COO and Heads Investment Operations to learn from and network with
Join intimate small-group peer-to-peer interactive sessions:
Benchmark your operational strategic lessons learnt post pandemic and recovery plans moving forward with those leading the way
Connect with handpicked solution providers 1-1:
Time efficiently meet relevant leading and innovative solution providers who can help you address your biggest investment operations challenges
Secure video-conferencing under Chatham House Rule:
Discuss your biggest investment operations priorities openly with your industry peers in an exclusive private forum
Benchmark your Investment Operations strategy with senior COOs and Heads of Investment Operations to define how to thrive in the current landscape
An exclusive, invitation-only, online forum for COOs and Heads Investment Operations decision makers at the Largest US Asset Managers
Our Sponsors
Frequently Asked Questions
How will I access the event?
Sessions will be held over a secured Zoom session and using Chatham House Rules throughout
Do I need to download or install any software to be able to attend this event?
No, you do not need to download or install any software to participate in our conference. You only need internet access.
Will the sessions be recorded?
No, the sessions will not be available after they take place. Due to confidentiality rules, you have to be pre-registered for the event to take part on the day.
