The #1 event for Asset Management executives
AssetOps New York is purpose-built for asset management firms ready to move from discussion to actionable transformation. It’s a community platform—not just an event—where operational leaders can:
- Benchmark strategies regionally and globally.
- Learn from peers tackling similar challenges.
- Collaborate on content and thought leadership.
- Leave with concrete ideas and connections to drive change.
Join the conversation on #AssetOpsNY

Confirmed Speakers Include
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.
Vincent Pasqualicchio
Vince is the Investments Chief Operations and Technology 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.
Chris Chung
Chris is a high performing finance professional with a passion for the alternative investing industry with over 25 years’ experience impacting positive organizational outcomes through strong work ethic, emotional intelligence, business management and ability to understand the ecosystems.
Rochelle Levy
Rochelle Levy serves as Chief Compliance Officer for Wealth Management at City National Bank, where she safeguards a complex business model with a robust compliance framework. An attorney with expertise in forensic accounting, Rochelle is skilled at deploying scalable compliance programmes that meet the demands of today’s dynamic investment management landscape.
She brings extensive experience from top financial institutions, where she developed a data-driven approach that strengthens board reporting and enhances due diligence. Her deep knowledge of the Investment Advisers Act and Investment Company Act of 1940, alongside FINRA rules, has been instrumental in building effective control testing and surveillance mechanisms.
Alaka Mishal
Alaka Mishal is an experienced technology leader in the financial services sector, currently serving as the Chief Technology Officer, Wealth & Investment Management at Northwestern Mutual since November 2022. Prior to this role, Alaka held the position of Head of Global ESG & Multi Asset Portfolio Management Technology at Invesco Ltd. from May 2019 to November 2022. Alaka's extensive background includes significant positions at OppenheimerFunds, including Head of Fixed Income, Multi Asset Portfolio Management & Trading Technology, and various roles in technology management from June 2005 to April 2019. Earlier experience includes serving as Lead Software Engineer at Tata Interactive Systems and as a Software Engineer at Bharat Petroleum Corporation Limited. Alaka holds a Master's degree in Management Information Systems from Stevens Institute of Technology and a Bachelor of Technology - BTech in Information Technology from Shreemati Nathibai Damodar Thackersey Women's University.
Evan Fire
Evan Fire, Managing Principal, Chief Operating Officer, and member of the firm’s Executive Committee. Mr. Fire joined the firm in 2003 and has held several roles during his tenure, including Chief Information & Operations Officer and Chief Information Security Officer, responsible for the oversight of the Portfolio Accounting, Portfolio Implementation, Trading & Settlement, and Information Technology groups at the firm.
An impassioned leader, with a reverence for the pursuit of excellence and an unwavering commitment to teamwork; he carefully balances the ever-changing global relationship between corporate operations, IT and cyber security.
Throughout his career, Mr. Fire has helped Pzena Investment Management by implementing innovative, technology-first, solutions designed to create operational efficiency and has been instrumental in developing strategy to meet growing regulatory demands.
Prior to joining Pzena Investment Management in 2003, he served as a Relationship Management Assistant at Brown Brothers Harriman and prior to that he worked as a Client Service Representative at Sanford C. Bernstein & Company. He earned a B.S. in Management and Finance from the School of Management Honors Program at Binghamton University.
Lou Rosato
Lou Rosato is an accomplished Managing Director at BlackRock, specializing in investment operations with a robust background in asset management. He has over 20 years of experience in the financial services industry, having previously led global trade operations and established retail trading platforms. Lou's leadership extends beyond his role at BlackRock; he actively participates in several industry committees, including ISITC and SIFMA, driving innovations in operational efficiency and client engagement. His career began at the Federal Reserve Bank of Philadelphia, laying a strong foundation in operations analysis. Lou holds a Bachelor of Science in Business Administration from Widener University. His strategic vision and commitment to excellence have positioned him as a key player in shaping industry standards and practices. He is known for fostering collaborative partnerships and implementing technology-driven solutions that enhance operational performance. Lou is passionate about mentoring emerging leaders in the financial sector, ensuring the next generation is well-equipped to navigate the complexities of the industry.
Fred Shaw
With over two decades of experience in the financial industry, Fred has built a strong track record as a COO and CCO, implementing innovative and effective risk management and RIA/BD regulatory compliance strategies across the full spectrum of public and private markets asset classes. Recognised as a strategic problem solver, Fred is dedicated to enhancing operational efficiency, improving performance, and leading global teams and projects while upholding the highest regulatory standards. Passionate about embracing new ideas and technologies, Fred is particularly focused on blockchain and digital asset innovation, leveraging these tools to create a more seamless and effective experience for both investors and managers.
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.
Raman Tallamraju
Raman brings over two decades of experience in the financial services industry, having held leadership roles in engineering and architecture at premier global investment firms including Fidelity Investments, Franklin Templeton, Capital Group, and T. Rowe Price. His areas of expertise span digital transformation, technology modernization, cloud migration, data and analytics, large-scale change initiatives, and investment front office and distribution technologies across retail, intermediary, retirement, wealth, and institutional channels.
He currently leads the Enterprise Data Architecture practice at Vanguard.
Raman holds graduate degrees in Computer Science from the University of Massachusetts Boston and in Chemical Engineering from the University of Utah in Salt Lake City.
Outside of work, Raman is a passionate foodie who enjoys cooking for friends and family. He also loves traveling, is an avid reader, car enthusiast, and sports fan—particularly of Formula 1 and cricket—and enjoys hiking. Raman lives in Baltimore, MD with his wife, Crystal, and their two children: Sophia, a rising sophomore at Wellesley College, and Noah, a fifth grader.
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.
Michael Reger
Michael Reger is the Head of Global Investment Data Management at Vanguard, where he leads the strategic direction and enterprise maturity of the firm’s global investment data ecosystem. With more than 30 years at Vanguard, Michael has played a central role in transforming how investment, reference, and index data are generated, governed, and delivered across the organization.
He has overseen multiple large-scale programmes — including the implementation of Vanguard’s Global Equity Investment Platform — and has driven the globalization of operational functions supporting the Equity Investment Group. His background spans middle- and back-office operations, program management, business technology, risk management, and fund accounting, giving him a uniquely holistic view of how data underpins investment excellence.
Michael is recognized across the industry for his leadership in data strategy, platform transformation, and building the organisational foundations required for next-generation investment workflows.
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.
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 NY
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?
Join a vibrant community of COOs, Heads of Operations, CTOs, CDOs, and transformation leaders who are shaping the future of asset management operations through shared learning and actionable outcomes.
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

.png?width=350&name=Ana-Luiza%20(1).png)
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
2026 Sponsors
Gold Sponsors
Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern, AI-enabled platform in the public cloud, purpose-built for the investment management industry to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup
Visit websiteExhibitor
STP Investment Services
STP Investment Services helps financial firms navigate today’s complex investment and regulatory landscape by offering advanced outsourcing solutions for investment operations, fund administration, and compliance. STP partners with its clients, integrating fund administration, middle office and compliance services into one comprehensive program and provides firms with a holistic tech-enabled solution to reduce regulatory risk and drive growth.
Visit websiteMedia Partners
CryptoNewsZ
CryptoNewsZ is a trusted global source for accurate and up-to-date news and insights on cryptocurrency, blockchain, and the web3 ecosystem. CryptoNewsZ aims to become a leading platform for millions of crypto enthusiasts worldwide, offering extensive coverage of the rapidly developing digital economy. The site serves as a resource for seasoned traders, blockchain enthusiasts, and beginners exploring the world of digital assets, empowering them with reliable knowledge and actionable insights. Visit websiteNameCoinNews
NameCoinNews is a trusted source for the latest news and updates on Namecoin and other cryptocurrencies. The platform provides in-depth analysis, price predictions, and insights into the cryptocurrency market. Whether you're a seasoned trader, blockchain enthusiast, or new to the world of digital currencies, NameCoinNews offers reliable information and actionable insights to help you navigate the dynamic crypto landscape. Visit websiteCryptoMoonPress
CryptoMoonPress delivers a comprehensive blend of breaking news, in‑depth analysis, and timely market updates across the cryptocurrency ecosystem, covering everything from major coins and ICOs to emerging DApps and blockchain developments. It aims to give readers a bird’s‑eye view of crypto use cases with an investment perspective, sourcing high‑quality, unbiased content rapidly from reliable outlets. Geared toward crypto believers, seasoned traders, and newcomers alike, CryptoMoonPress strives to be the go‑to platform for accurate insights and to foster widespread awareness of blockchain technology.bird’s‑eye view of crypto use cases with an investment perspective, sourcing high‑quality, unbiased content rapidly from reliable outlets. Geared toward crypto believers, seasoned traders, and newcomers alike, CryptoMoonPress strives to be the go‑to platform for accurate insights and to foster widespread awareness of blockchain technology. Visit websiteCoinNewsSpan
CoinNewsSpan is a crypto‑focused news portal offering fresh, authentic, and unbiased coverage of leading cryptocurrencies, ICOs, blockchain projects, dApps, and related financial news such as price movements, regulatory updates, and reviews of trading tools like bitcoin robots and forex brokers. Its expert editorial team thoroughly vets each article to ensure accuracy and depth, while also simplifying complex industry jargon for beginners. Whether you’re seeking trading tutorials, forward‑looking trend analysis, or daily market briefs, CoinNewsSpan serves both novices and experts with reliable, well‑researched content. Visit websiteTimes of AI
Times of AI is a comprehensive platform dedicated to the latest advancements in artificial intelligence. It delivers breaking news, expert insights, and in-depth analysis on AI and emerging technologies. With a strong commitment to accuracy and accessibility, it bridges the gap between complex innovations and everyday understanding. From global trends to exclusive interviews and event coverage, Times of AI empowers professionals, innovators, and enthusiasts to stay informed and ahead in a rapidly evolving digital world. Visit websiteTimes Of Blockchain
Times Of Blockchain is your go-to hub for the latest news, trends, and insights in the world of blockchain and cryptocurrency. The platform covers a wide range of topics, including blockchain technology, NFT news, metaverse developments, and more. Whether you're a blockchain enthusiast, tech professional, or simply curious about the future of digital assets, Times Of Blockchain provides comprehensive and up-to-date information to keep you informed and engaged. Visit websiteAI Tools Network
AI Tools Network is an online resource that helps people find the best artificial intelligence tools for their needs. It offers a directory of AI tools in various categories, such as sales, marketing, education, HR and finance. They also provide educational content about AI, such as blog posts and upcoming events. Visit websiteCIO Applications
CIO Applications (www.cioapplications.com) magazine stands out with its unique approach to learning from industry leaders offering professionals the most comprehensive collection of technology trends. CIO Applications is enabling businesses to move a step ahead and guiding them towards adopting the best in technology that can assist them in providing seamless and convenient solutions for enhanced customer experience. Visit websiteCIOInsights
The world of enterprise technology is soaring high. Every minute, new technological innovations are cropping up in different corners of the world. Every technologist out there wants to stay abreast of all the latest trends in enterprise technology and innovation. CIOInsights works to bring to all tech enthusiasts the latest information from the world of innovative enterprise solutions. This new world belongs to tech start-ups. We amalgamate all aspects of technology to give an unparalleled digital experience to our ambitious entrepreneurs striving to reach the top. We at CIOInsights magazine give our readers every thorough detail from every arena in technology. Visit websiteAltsTech
AltsTech is a community for family offices, private equity funds, lenders, and VCs using AI and analytics to generate alpha.
AltsTech is a community for family offices, private equity funds, lenders, and VCs using AI and analytics to generate alpha. We organize and co-sponsor events and collaboratively publish original research on best practices, including breakdowns of the tech stack of financial services firms. AltsTech is a project of David Teten.
Visit websiteJoin us at AssetOps NY
Join your peers and see what's next in Asset Management
#AssetOpsNY

