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Explore The New Agentic Investment Lifecycle in the AI Data Cloud at InvestOps

Booth #51
March 9 – 11, 2026
J.W. Marriott Grande Lakes, Orlando

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CONNECT WITH SNOWFLAKE AT INVESTOPS

Join Snowflake at InvestOps 2026 to discover how the AI Data Cloud empowers trading, asset and portfolio management to improve research, risk, and investment analytics.

 

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Private Credit: How can you design and scale operational workflows to support growth in private credit investments?

Tuesday, March 10, at 12:00 p.m. | Track A

How private credit firms can move beyond manual, “bespoke” workflows to build a scalable engine for growth. We will identify the specific operational bottlenecks that emerge as volumes surge, discuss strategies for balancing flexible deal structures with standardized processes, and examine the critical role of vendors and technology in building a future-proof investment infrastructure.

Speaker

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Sandra Stulberger

Managing Director Alternatives Operations, Blackrock

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Toby Norris

COO Private Assets, Morgan Stanley Investment Management

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Jonathan Cannon

Head of Global Operations, Beach Point Capital

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Ross Tremblay

Managing Director, Asset Management Consulting Practice, Accenture (Moderator)

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Yuriy Shterk

Global Head of Alternatives, CWAN

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Rinesh Patel

Global Head Financial Services, GTM, Snowflake

LET’S MEET

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Rinesh Patel

Global Head Financial Services
Snowflake

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John Heisler

Industry Principal Financial Services, AI Solutions
Snowflake

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Krish Injati

Senior Principal Architect, Global Financial Services CTO
Snowflake

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Matt Harris

Principal Solution Engineer
Snowflake

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Tom Benton

District Manager
Snowflake

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John Gallaro

District Manager
Snowflake

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Khristine Reclusado

Sr. Partner Sales Manager
Snowflake

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Blake Ogden

Principal, Financial Services Data & Applications
Snowflake

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The Agentic Investment Lifecycle: Unifying Data, Research, and Risk with Snowflake

Watch our demo webinar to discover how the Snowflake AI Data Cloud unifies the entire investment lifecycle.

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