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TSAM Boston

April 4, 2024


Hyatt Regency Boston

1 Ave de Lafayette
Boston, MA 02111

TSAM Boston

TSAM Boston is a leading platform to connect with industry leaders in the investment community, gain insights into market trends, and forge valuable partnerships.

Join leading asset management firms in the New England market to discover strategies for efficiency across front, middle, and back-office operations, and build lasting connections.

Addressing key topics including:

  • Brand and Distribution Strategy
  • Data & Technology Challenges
  • Transformational Journey & Outsourcing
  • Investment Strategy & Performance
  • Global Risk, Regulation, and Compliance
  • Product Development & Marketing Strategies

Advisory Board:

Our 2024 TSAM Boston Advisory Board helped us shape the agenda

Brad Ursillo

U.S. Head of Multi-Asset and Solutions Investment Risk
Columbia Threadneedle Investments

Daria Muresan

Senior Vice President - Treasury COO office Strategy & Transformation

Dominica Ribeiro

Chief Marketing and Distribution Officer
Breckinridge Capital Advisors

Eric Smith

Head of Investment Operations and Co-Chair, Operations Committee
Cascade Asset Management Company

Ian Bigelow

Sustainable Investment Specialist
DWS Group

Jay Leopold

Head, N.A. Investment Risk Management
Columbia Threadneedle Investments

Mike Guarasci

Chief Operating Officer
Polen Capital

Nick Elward

SVP, Head of Institutional Product and ETFs
Natixis Investment Mangers

Taylor Anderson

Head of Sustainable Portfolio Solutions
DWS Group

Experience Our Live Events For Yourself


Content Streams


Expert Contributors


Engaging Sessions



Become a partner of TSAM Boston

TSAM partner with leading global technology and solution providers who share our commitment to helping the investment management community achieve their goals

View Sponsorship Prospectus

What To Expect From TSAM

Vital Discussions

TSAM connects leaders from the key business functions within the buy-side community, in a discussion-focused, networking environment.

Unparalleled Learning

TSAM provides crucial insights and practical guidance for applying the latest trends to your operations, delighting your clients and embracing best practice across the front, middle and back office.

Strong Community

TSAM is a network of leaders, innovators and technology partners. Our members empower one another, working towards strengthening the global asset management industry.

Hear from attendees

High-quality speakers and information, interesting possibility to chat with sponsors in the lobby during breaks, informal contacts with other participants

Tomas Meyers | Advisor Corporate Public Affairs, KBC

Good chance to talk to other people in the market as well as talk to suppliers face to face about new ideas

Jeff Marshall | Head of Cash Operations, Aberdeen Standard Investments

I enjoyed most the variation in workstreams and being able to hop between them throughout the day

Carolyn Baker | Head of Data Management & Governance, GAM Investments

The forum felt very current and relevant. There is a genuine sense that the AM sector is on the cusp of a wave of AI and this conference helped us explore the scope, scale and potential impact of this evolution

David Woodall | Head of Reporting, London, Pictet Asset Management Ltd

Great buy-side presentations, that really are topical and relevant to the asset management strategy

Glenn Murphy | COO, Stonehage Fleming