Heather Sison

Heather Sison

Senior Head of Investment Operations & Services CalSTRS
Heather Sison
Heather Sison is the Senior Head of Investment Operations & Services at CalSTRS, responsible for guiding the operational foundation that supports the Total Fund across public and private markets. In this role, Heather leads efforts that strengthen operational efficiency, promote responsible risk management, and uphold regulatory standards, ensuring that investment activities are executed with clarity, transparency, and integrity. Before joining CalSTRS, Heather spent 16 years at CalPERS as Head of Investment Services, leading major initiatives across Investment Operations. She oversaw enterprise investment planning and a $2.1 billion budget, improved cost efficiency, strengthened contracting and sourcing, and built the organization’s first Market Data operations team. Heather also enhanced GIPS‑compliant investment expense reporting and developed an award‑nominated business intelligence tool for expense management.

Main Day 1 | 16th September

12:40 PM Fire Side Chat: Re-thinking Third Party Partnerships: How can you move from vendor management to ecosystem orchestration to unlock interoperability, resilience, and innovation?

  • How are firms rationalising overlapping vendor landscapes?
  • What capabilities should be sourced externally versus retained in-house?
  • How do you manage interoperability and data consistency across vendors?
  • What does a true strategic partnership look like from an operations perspective?

1:15 PM COO Private Networking Lunch: What are the Key Considerations when Designing for the Target Operating Model of 2027 and Beyond? *Chatham House Rule*

An off-the-record, invitation-only session where investment operations leaders share strategies, debate market outlooks, and collaborate on solutions to the most pressing challenges facing their function today.

  • Target operating model design
  • The intersection of Ops and AI
  • Supporting new Investment Strategies
  • The Future of Operational talent

*Open to 15 COOs*

Session Hosted under The Chatham House Rule

Check out the incredible speaker line-up to see who will be joining Heather.

Download The Latest Agenda