Sell Side Ops USA 2026

March 10 - 11, 2026

JW Marriott Grande Lakes, Orlando

Our Speakers

Sell Side Speakers

Anthony Peccatiello, Chief Operations Officer at Northern Trust Securities

Anthony Peccatiello

Chief Operations Officer
Northern Trust Securities

Chris O'Connor, Executive Director, Client Operations Relationship Management at JP Morgan Chase

Chris O'Connor

Executive Director, Client Operations Relationship Management
JP Morgan Chase

Paul Preisser, Head of North America Client Relationship Management at BNP Paribas

Paul Preisser

Head of North America Client Relationship Management
BNP Paribas

Chris Crocitto, Global Head of Fixed Income Securities & Repo Operations at Goldman Sachs

Chris Crocitto

Global Head of Fixed Income Securities & Repo Operations
Goldman Sachs

Mike Torregrossa, Global Head, Account Management & Client Service at UBS

Mike Torregrossa

Global Head, Account Management & Client Service
UBS

Sateesh Kumar Challa, Head of Digital Transformation Office at Societe Generale

Sateesh Kumar Challa

Head of Digital Transformation Office
Societe Generale

Ed Kelley, SVP, Head of Derivative & Collateral Service Delivery – Regulatory Ops at Truist

Ed Kelley

SVP, Head of Derivative & Collateral Service Delivery – Regulatory Ops
Truist

Kevin Blair, EVP, Global Head of Securities Services at Northern Trust

Kevin Blair

EVP, Global Head of Securities Services
Northern Trust

Terry Blake

Senior Director, Global Head of Regulatory & Markets Change
BNY

Kishan Patel, Senior Vice President, Head of FX Payment Service Delivery and Client Onboarding at Truist

Kishan Patel

Senior Vice President, Head of FX Payment Service Delivery and Client Onboarding
Truist

Allen Shealey, Head of Institutional Performance and Advisory at Truist

Allen Shealey

Head of Institutional Performance and Advisory
Truist

Holly McAvey Mello, Digital Business Strategy, Transformation & Implementation at State Street

Holly McAvey Mello

Digital Business Strategy, Transformation & Implementation
State Street

Guilis Aquino, SVP, Operations Client Relationship Management at Citi

Guilis Aquino

SVP, Operations Client Relationship Management
Citi

Chad White, Head of Operations & Capital Markets Execution at Corinthian Partners

Chad White

Head of Operations & Capital Markets Execution
Corinthian Partners

Umang Nagpal, Executive Director, Global Technology Product Portfolio Operations at JP Morgan Chase

Umang Nagpal

Executive Director, Global Technology Product Portfolio Operations
JP Morgan Chase

Callum Nieto, Head of IB Operations Americas at UBS

Callum Nieto

Head of IB Operations Americas
UBS

Russell Pixton, Americas Head of Asset Servicing Operations at Goldman Sachs

Russell Pixton

Americas Head of Asset Servicing Operations
Goldman Sachs

John Kotsonouris, Director, Global Head of Data and Automation for Markets Operations at Citi

John Kotsonouris

Director, Global Head of Data and Automation for Markets Operations
Citi

Alastair Angus, Chief Information Officer at CIBC Mellon

Alastair Angus

Chief Information Officer
CIBC Mellon

Joshua Griffeth, Managing Director - Global Head of Client Implementation at Goldman Sachs

Joshua Griffeth

Managing Director - Global Head of Client Implementation
Goldman Sachs

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

Fred Gicquel, Head of Client Engagement, Americas at BNP Paribas CIB

Fred Gicquel

Head of Client Engagement, Americas
BNP Paribas CIB

Mike Vitale

Director, Trade Services
BNY Pershing

Buy Side Speakers

Rahul Kapur, Global Head of Investment Operations at Capital Group

Rahul Kapur

Global Head of Investment Operations
Capital Group

Hieu Giang

Chief Compliance Officer
American Family Investments, Inc.

Cinda Whitten, Global Head of Investment Operations at Nuveen

Cinda Whitten

Global Head of Investment Operations
Nuveen

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

Vince Pasqualicchio, Chief Operating Officer at American Family Insurance

Vince Pasqualicchio

Chief Operating Officer
American Family Insurance

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

Matt Leef

Global Head of Middle Office
T. Rowe Price

Olga Sudvarg, Former COO Data at Invesco

Olga Sudvarg

Former COO Data
Invesco

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

James Stewart

VP, Strategic Execution Manager, Alternatives
AllianceBernstein

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

Leonora Xhekaj

Managing Director, Head of Operational Risk Management
Apollo

Nicholas Padgen, Head of Operations at Pzena Investment Management

Nicholas Padgen

Head of Operations
Pzena Investment Management

Matthew Nelson, Chief Operating Officer Nomura Private Capital at Nomura Capital Management

Matthew Nelson

Chief Operating Officer Nomura Private Capital
Nomura Capital Management

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

Mark Willoughby

Product Manager – Middle Office
American Century Investments

Brad Kirk

VP Investment Operations
Mackenzie Investments

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

Aditi Taylor, Head Executive VP, Operations at MFS

Aditi Taylor

Head Executive VP, Operations
MFS

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

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

Aki Jain

Head of Asset and Liability Operations
The World Bank

Lou Thorne, Chief Operating Officer at ICONiQ

Lou Thorne

Chief Operating Officer
ICONiQ

Llewellyn Smith, Chief Operating Officer at Coronation Fund Managers

Llewellyn Smith

Chief Operating Officer
Coronation Fund Managers

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

Ute Gumm, Business Services Manager at Public Trust Advisors

Ute Gumm

Business Services Manager
Public Trust Advisors

Mike Maxwell, Partner, Head of Operations at Brown Advisory

Mike Maxwell

Partner, Head of Operations
Brown Advisory

Guest Speaker

John Dalton, VP Research, Fidelity Centre for Applied Technology at Fidelity Investments

John Dalton

VP Research, Fidelity Centre for Applied Technology
Fidelity Investments

Technology & Service Provider Speakers

James Maxfield, Chief Product Officer at Duco

James Maxfield

Chief Product Officer
Duco

Ted O'Connor, Head of Sell Side Sales at Arcesium

Ted O'Connor

Head of Sell Side Sales
Arcesium

Gabino Roche Jr, CEO & Co-Founder at Saphyre

Gabino Roche Jr

CEO & Co-Founder
Saphyre

Bill Scheurer, Capital Markets Specialist at Amazon Web Services

Bill Scheurer

Capital Markets Specialist
Amazon Web Services

Sam Showah, Vice President, Product Management at Broadridge

Sam Showah

Vice President, Product Management
Broadridge

Polly LeBarron, Senior Manager, Product Management at BetaNXT

Polly LeBarron

Senior Manager, Product Management
BetaNXT

James Pike, Chief Revenue Officer at Taskize

James Pike

Chief Revenue Officer
Taskize

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

Tracy Moore

Director of Strategic Thought Leadership & Regulatory Affairs
Fenergo

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

Derek Lynden

Head of Business Development - Banking and Financial Services
LTM

Tom Secaur, Global Chief Operating Officer at Citisoft

Tom Secaur

Global Chief Operating Officer
Citisoft

Jatan Pathak, Head, Corporate Actions at S&P Global Market Intelligence

Jatan Pathak

Head, Corporate Actions
S&P Global Market Intelligence

Tracy Chou, Director of Global Securities at Swift

Tracy Chou

Director of Global Securities
Swift

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

Brian Disken

Executive Director, Head of Treasury Product
DTCC

Jack Lynch, Chief Strategy Officer at Ridgeline

Jack Lynch

Chief Strategy Officer
Ridgeline

Industry Experts & Moderators

George Black, Principal - Capital Markets at Deloitte

George Black

Principal - Capital Markets
Deloitte

Matt Boyle, Principal - Data, Cloud and AI Practice Lead at Cutter Associates

Matt Boyle

Principal - Data, Cloud and AI Practice Lead
Cutter Associates

Chris Spurrell, Principal at Castle Peak Associates

Chris Spurrell

Principal
Castle Peak Associates

Beth Sirull, President and CEO at National Organization on Disability

Beth Sirull

President and CEO
National Organization on Disability

Audrey Costabile, Senior Analyst, Risk and Financial Markets Regulation at Coalition Greenwich

Audrey Costabile

Senior Analyst, Risk and Financial Markets Regulation
Coalition Greenwich

Patrick Caron, Managing Director, PwC Asset and Wealth Managed Services at PwC

Patrick Caron

Managing Director, PwC Asset and Wealth Managed Services
PwC

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

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