AssetOps Americas is the premier investment operations conference for senior buy-side leaders.
Bringing together COOs, Heads of Investment Operations, Chief Technology Officers, Chief Data Officers and transformation leaders from leading asset managers, institutional investors and pension funds, AssetOps focuses on the future of investment operations, asset management operations, and operating model transformation.
Where US operations leaders turn transformation into execution.

Why AssetOps?
Investment operations have become one of the most important competitive advantages for today's asset managers.
As firms expand into private markets, modernize technology platforms, adopt AI, and manage increasingly complex portfolios, operations teams are expected to deliver greater efficiency, stronger governance, and better investor outcomes.
AssetOps Chicago is designed specifically for senior investment operations professionals responsible for leading that transformation.
#AssetOps Americas
Speakers Include
Louis Rosato
Louis Rosato, Managing Director of Investment Operations, is a member of BlackRock’s Investment Operations Group. He oversees Business Strategy and Industry Relationship Management with Blackrock’s Counterparties, Providers and Industry Partners within Investment Operations. He is a member of the BlackRock’s Fixed Income, Foreign Exchange, Equity, Liquidity, Cross Trading and Product Resource Oversight Committees.
Vincent Pasqualicchio
Vince is the Investments Chief Operations Officer for American Family Insurance. Vince has responsibilities for Trade Operations (trade settlement, cash and position reconciliation, cash management, custody), Investment Risk Management, Performance and Attribution, Compliance, Information Technology, Data Management and Reporting. Vince’s also has responsibility for the Investment department strategic goals, budget, program management, market data and vendor management. Prior to American Family Vince worked for Cutter Associates as a Senior Consultant. He worked with Insurance and Global Investment Management firms to develop strategies, select system solutions, improve business processes and lead system implementations for Cutter Associates which provides the investment management industry with specialized benchmarking, consulting and research services. Prior to Cutter Associates Vince worked at Metlife as a VP of Investment Technology and Operations and supported the Investments Global Operations.
Mark Persiani
Mark Persiani, Director in Derivative Operations, is a member of BlackRock's Global Investment Operations team. He is responsible for EMEA Clearing and Collateral Management, which facilitates calculation, reconciliation and instruction of cleared initial margin and variation margin as well as bilateral collateral movements. Mr. Persiani joined BlackRock in 2004, as part of the MLIM merger, initially working as an Analyst within our Trade Operations function in Delaware. He quickly assumed supervisory responsibility and spent 6 years across several products, including Fixed Income, with a specialization in Mortgaged Backed Securities. He moved to Broker Dealer Services in 2012 to lead the function in the US, before relocating to Edinburgh and assuming his current role within Derivative Operations in 2015. He has also supported multiple firm wide operational integrations and transitions, including the initial build out of the operational processes supporting the Aladdin Trading Network.
Laura Jacques
Laura Jacques, Vice President, currently oversees Global Trade, Derivative, Loan and ETF Middle Office Operations at Fidelity Investments. She has been with the firm for over 20 years holding various roles within the Fidelity Fund and Investment Operations division. With a passion for leading change, she has led many strategic initiatives for the firm including Agile transformation, Operations Global Site Strategy, and most recently the Front and Middle Office readiness for the Uncleared Margin Rule at Fidelity and T+1. She received her Bachelor of Science in Finance from the University of Vermont and her Master of Business Administration from Simmons College in Boston.
Laura holds a positions on the SIMFA AMG Ops Leadership Forum, DTCC ITP Americas Advisory Council, Invest Ops Advisory Council. Laura also recently joined the ISITC Board of Directors. At Fidelity Laura serves on the Leadership board for the Enable Employee Resource Group at Fidelity which advocates to create a positive and inclusive experience for all affected by seen and unseen disabilities. Laura lives in the Boston area with her husband and three daughters.
Allison Tanenbaum
Allison Tanenbaum is Managing Director and Global Head of Trading Operations at Apollo. In this role, she oversees various activities throughout the investment operations lifecycle.
Prior to joining Apollo, Allison held several management positions at Goldman Sachs. Her roles included leadership in Global Market Operations, Commodities Operations, and serving as the Global Head of Prime Brokerage & Clearing. Most recently, she was the Global Head of Operational Strategy & Development.
Allison holds a Bachelor of Science dual degree in Marketing and Management Information Systems from Syracuse University.
Matt Leef
Matt Leef is the Global Head of Middle Office within the Global Investment Operations (GIO) organization. Mr. Leef’s organization consists of five teams: Trade management team that is responsible for Trade Support, Corp Actions, Bank Loan processing. The Risk and Control team which is responsible for Controls, Reconciliation, accounting processing and oversight of Outsource providers. The Reference Data Servies team responsible for account and security setups. The Distribution and Funding team is responsible for Cash processing, Venture Capital oversight and processing and Security Lending. The Middle Office Solutions Group which is leading strategic projects for the Middle Office including the conversion to BNYM infrastructure.
Mr. Leef is a member of the Complex Products Committee, the Counterparty Risk Committee, the Derivatives Risk Committee, and the Securities Lending Committee. Mr. Leef reports directly to Don Muller the Head of Global Investment Operations.
Prior to joining T Rowe Price Mr. Leef had over 21 years of experience in the financial services industry including managing Middle Office and Project teams at Credit Suisse, JP Morgan, HSBC, DLJ and Bankers Trust. Mr. Leef holds a B.S. in business administration with a concentration in Finance and a minor in Economics from the State University of New York at Albany.
Jarron Smith
M.B.A., Columbia Business School
B.A., University of Pennsylvania
Jarron joined Marshfield in September 2024, bringing to the firm a performance-driven track record in the financial sector. He has senior-level management experience in areas ranging from venture capital to management consulting, from risk management to finance, and from business development to communications. He was previously a Managing Director at TIAA and, more recently, Chief Operating Officer & Managing Director at Zeal Capital Partners.
Jarron credits his parents with creating extraordinary opportunities for him starting from a very young age. Today, that desire to create opportunities for others is at the center of his leadership philosophy. Jarron’s management style is grounded in opening doors and creating an environment in which his colleagues have the inspiration and resources with which to elevate their unique abilities and enhance their performance. At its core, collaboration is the thread that weaves through Jarron’s personal and professional experience.
Outside the office, Jarron serves on the National Advisory Council of A Better Chance, an organization that has placed over 18,000 students from underrepresented communities in 200 top college preparatory schools across the US. Before garnering his extensive experience in the financial sector, Jarron played outfield for The University of Pennsylvania and was an NCAA Division 1 Baseball, All-Ivy Selection, and he recently joined the team’s Board of Directors. Jarron also has a passion for one of the greatest of collaborative arts — live jazz. When he attends a performance, as he frequently does, he admits doing everything in his power to get as close to the stage as possible, displaying a true Marshfield competitive spirit.
Andrew Cinquina
Andrew Cinquina serves as the Head of Compliance Technology at Point72 since February 2023. Previously, Andrew held multiple leadership roles at UBS from June 2010 to April 2022, including Executive Director and Global Head of Core Electronic Trading Technology, where responsibilities included connecting various equity and derivatives businesses to markets across North America. Prior experience also includes roles such as Executive Vice President at SunGard BRASS and Vice President at Goldman Sachs. Andrew holds an MBA in Finance and Management with International Business and a BS in Information Systems and Finance from NYU Stern School of Business, as well as an educational background from Fordham Preparatory School.
What's being said about us?
“Corinium’s CDAO event series has been consistently one of the best ROI sponsored events for me in ANZ. It’s well organised and the sales team find great value with our 1-to-1 meetings onsite too.”

Catherine Wong, Regional Marketing Manager, ANZ,
Alteryx
Our Key Themes
Operational alpha by design
Streamlining processes, automating workflows, and embedding efficiency to unlock hidden value, reduce costs, and turn operational complexity into a source of competitive advantage.
Culture drives transformation
Empowering teams to embrace innovation, align around shared goals, and build a mindset where operational excellence and continuous improvement are part of everyday practice.
Data as the New Core
Harnessing clean, connected data to power smarter decisions, accelerate reporting, and drive transformation—while building trust through robust governance and transparency.
Future-proofing operations
Preparing for disruption by modernising technology stacks, improving resilience, and creating adaptive operating models that thrive in a fast-evolving asset management landscape.
Our Topics Cover:
- Investment Operations
- Asset Management Operations
- Operating Model Transformation
- Investment Technology
- Investment Data Strategy
- Investment Data Governance
- AI in Investment Operations
- Operational Resilience
- Private Markets Operations
- Investment Infrastructure
- Workflow Automation
- Enterprise Data
- Investment Operations Modernization
- Operational Excellence
- Change Management
Four great events, one space
With our suite of events conveniently co-located under one roof, you and your team will gain insights and make connections across multiple facets of cybersecurity, leading to a big picture view and a deeper understanding of how to future-proof your business.
OT Security Sydney
11 FEB 2025
Make the most out of your day and learn how to enhance OT security by reducing attack surfaces, improving IT-OT collaboration, and implementing effective strategies for patching, access control, and network segmentation in increasingly interconnected environments.
Cloud Security Sydney
12 FEB 2025
Attend Cloud Security Sydney to find out how you can increase resilience through preparedness, mitigate AI risks, and implement cloud security governance for regulatory compliance, risk management, and data protection in advanced technologies.
AppSec & DevSecOps Sydney
12 FEB 2025
Join us and discover strategies to measure effectiveness, foster security culture, empower developers, integrate tools, and secure supply chains. Balance automation with human oversight for continuous improvement and risk mitigation.
What you'll get out of AssetOps Americas
Why attend?
AssetOps brings together senior leaders driving operational transformation across the global buy-side. Experience highly focused content designed to move beyond theory—sharing practical strategies to streamline processes, harness data, and deliver operational alpha.
Who will be there?
AssetOps Chicago is designed for professionals Including:
Chief Operating Officers (COOs), Heads of Investment Operations, Heads of Asset Management Operations,Investment Operations Directors, Chief Data Officers, Chief Technology Officers, Heads of Transformation, Heads of Investment Technology, Investment Operations Professionals,Operations Strategy Leaders, Operational Excellence Leaders
FEATURED SPEAKER
Experience a captivating session with The Honourable Malcolm Turnbull as he highlights placeholder for key speaker here how to prepare their NGERS submission. Discover how ESG (Environmental, Social, and Governance) analytics can help organisations proactively adapt to proposed changes in the emissions safeguard mechanism, ultimately driving sustainable.
Join the session
Who: The Hon. Malcolm Turnbull AC, 29th Prime Minister of Australia
Title: Protecting our Critical Assets and Securing our Nation
When: 9.45am, 21 February

WHAT PEOPLE SAY ABOUT ASSETOPS
“A conference focusing on the operations, data and technology that underpin the asset management industry - absolutely vital for now and for the future. ”
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Meet Our Producer!
We carefully craft our events from scratch, tailoring them to support your business needs and facilitate industry growth.
As a Conference Producer, I'm passionate about creating engaging virtual experiences that connect audiences across distances. I'm thrilled to expand our virtual event portfolio and bring innovative digital solutions to our growing community.
Ana-Luiza Olanescu
Conference Director
Join us at AssetOps Americas
Join your peers and see what's next in Asset Management
#AssetOpsAmericas
AssetOps is the premier event series for investment operations professionals working across asset management, pensions, insurance, sovereign wealth, and institutional investment organizations.