Reinventing Investment Operations With Technology And Innovation

Meet your transformation needs at InvestOps Connect. Join leading Buy Side Investment Operations trailblazers for true peer to peer interaction, with focused discussions on streamlining workflow, unifying data sets and overhauling legacy systems to drive performance and reduce costs.

With strategic, critical conversations, interactive networking and hand-picked solutions focused on your top priorities, you leave with detailed tactics to transform post trade processes, create digital efficiencies, maximize your data performance, and support your broader portfolio. Discover what the leading Buy Side firms are doing to transform investment operations for today and tomorrow.

Advisory Board Members

Vince Pasqualicchio

Vince Pasqualicchio

Chief Investment Operations & Technology Officer
American Family Insurance

Rafi Menachem

Rafi Menachem

Head of Program Management, Investment Management
MassMutual

Mallory Vaughn

Mallory Vaughn

Director of Business Transformation
Liberty Mutual Investments

Russell Newman

Russell Newman

Former COO
Great Lakes Advisors

Tailored Dialogues. Extraordinary Voices.

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Vince Pasqualicchio

Chief Investment Operations & Technology Officer
American Family Insurance

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Jessica Rausch

Chief Operating Officer
RBC Global Asset Management

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Arul Subramanian

Cybersecurity Expert & AI Enthusiast

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Rob Remba

Global Head of Digitization and Automation
Manulife

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Melissa Green

Managing Director, Head of Business Agility
Liberty Mutual Investments

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Crystal Lombardi

Head of Derivative Center of Excellence, Investment Data Operations
MassMutual

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Avinash Koul

VP Technology & Data Ops
Dawson Partners

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RJ Rondini

Director, Securities Operations
ICI

"InvestOps Connect was a great forum to meet with senior colleagues in a small venue to discuss key topics like AI and Data Driven Solutions."

Vince Pasqualicchio, Investment COO, American Family Insurance

All The Major Players In One Place

Join Buy Side Operational Leaders From North America’s Leading Asset Managers, Hedge Funds and Pension Funds

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"An extremely useful and practical event – the talks are all centred around real experiences and challenges from buy side peers and the interactive discussions provide a unique opportunity to share common challenges with senior peers."

Cormac Doyle, Head of EMEA Operations, Fidelity International

The Connect Difference

Transformative Content

We only cover strategic content and hand-pick senior-level speakers and attendees. And because we pre-qualify based on decision-making responsibility and budget, you get invaluable peer-to-peer information and take-aways.

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Personalised Connections

Because you tell us your priorities, we create closed-door tailored interactive sessions and connect you with the right solutions partners in 1-1 meetings, saving you time on competitor benchmarking and vendor evaluation.

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A Luxury Experience

We only select luxury venues in a captive location, a perfect environment for quality learning and networking with no distractions. Plus, we pick up the tab for your pass and hotel stay, including various drinks and dinner experiences!

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Become an InvestOps Connect Sponsor

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Get face-to-face with exactly who you want to meet. All of our attendees are profiled and genuinely interested in learning more about solutions like yours. Find out more about how you can get involved by contacting me below.

Leave as Part of our InvestOps Community

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Get Inspired In The Heart Of West Palm Beach

Hilton West Palm Beach

November 20 - 22, 2024 | (561) 231-6000