Sell Side Ops USA 2026 | Sell Side Investment Operations Event

Your only chance to learn from and network with leading COOs and Heads of Market Operations from North America's top Sell Side institutions.

Sell-side operations teams are under increasing strain to develop the capabilities and skill sets required to support evolving product and client demands while consolidating operating models, ensuring regulatory compliance, and managing margins.

At Sell Side Ops USA, you’ll gain the actionable advice you need from experienced Operations leaders on:

Streamlining operational workflows to drive process optimization and reduce operating costs
Creating a connected global operating model to synchronize operations in multiple jurisdictions and across asset classes
Meeting increasing clients' demands for transparency, speed, and personalized services
Building a robust data management strategy for accurate, timely data collection and analysis
Embracing disruptive AI and ML technologies to automate workflows and drive efficiencies
Navigating complex regulatory requirements, including KYC and changes in US treasury clearing

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2025 Speakers Included:

Lori Messer

Global Head of Client & Business Services
RBC Capital Markets

Chris Crocitto

Global Head of Fixed Income Securities and Repo Operations
Goldman Sachs

Eric David

Senior Director, Global Head of Depositary Receipts Operations
BNY

Kevin Blair

SVP, Asset Servicing
Nothern Trust

Catherine Thrasher

COO
CIBC Mellon

Ed Kelley

Head of Derivative and Collateral Operations
Truist Securities

John Oleon

Senior Vice President Clearing, Settlement and Asset Servicing Operations
Raymond James

Brett Utnick

Director - Head of North American Technology and Operations Regulatory Solutions Group
BMO Financial Group

“Really enjoyed the event and getting together with the many people in attendance. I thought all topics discussed were great and relevant to our challenges”
Chris O’Connor
Executive Director, Operations, J.P. Morgan

“I appreciated the opportunity with the group for open and honest dialogue, with various perspectives across the room. It is not often you can be in these settings where so much is fresh and valuable”
Brett Utnick
Head of Technology and Operations, BMO Financial

“A very informative and well attended conference... Word will get out to the Sell-side community that this new “sell side stream” is worthy of attending"
Paul Preisser
Operations Client Relationship Management, BNP Paribas

The Sell Side Ops Difference:

GET CONNECTED

Network with your senior-level Operations peers from leading Sell Side firms during our highly interactive sessions and over coffee, lunch and drinks in our extended networking breaks.

Attendees

INTERACT

Benchmark with the great Sell Side minds by participating in our small-group interactive formats, including think tanks, roundtables and workshops.

Unique Formats

UNIQUE INSIGHTS

Join 40+ solution-focused sessions led by 60+ Capital Markets Operations leaders to gain practical insights on how to drive operational alpha at your firm.

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Growing a Greener Future.

We're committed to creating a more sustainable world for this generation and future ones. By registering for the event, £1 will automatically be donated to One Tree Planted on your behalf. Want to get involved?

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A Unique Experience

Network and debate with all the great minds in the audience through a variety of closed-door and working group sessions. Join your peers for intimate discussion in order to get to the heart of your most pressing Operational priorities and challenges. With all the major Invesment Operations leaders in the same place at the same time- can you afford not to be there?

Get Inspired In Small Group, Interactive Formats

Get into the nitty-gritty detail of ALL of your key challenges, by constantly interacting with your peers at the roundtables, workshops, boardrooms and more. You’ll tap into the great minds of all the attendees, not just the speakers.

Find Your Solution In The Buzzing Exhibit Hall

There’s no need to Zoom or travel around meeting new providers! We’ve done all the legwork in bringing you relevant hand-picked solution providers under one roof so you can quickly decide who you want to add to your shortlist.

Unwind At Our InvestOps Drinks Receptions

It’s time to party and you’re invited! Unwind after a packed day with new contacts and old friends over food, drinks and live music and entertainment while you soak up the atmosphere of the JW Marriott Grand Lakes, Orlando.

Take Part In The Get Social Competition To Win Great Prizes

Don’t forget to have a go at playing the get social competition for the chance to win! 2024 prizes included Apple Air Pods.

Network During Coffee & Lunch Networking Breaks In The Exhibit Hall

Engage in productive conversations with your peers while enjoying your coffee and lunch, and take the opportunity to carefully assess and evaluate hand-picked service providers to meet your specific needs.

Women In Conversation

Improving the opportunities for women in the investment operations industry. Covering everything from communications, self-branding and career progression and how diversity should be used to gain a competitive advantage on your business. We encourage both men and women to attend this session and discuss this hugely important topic in the industry.

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