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TSAM Boston

Coming soon in 2024


Boston, Massachusetts

TSAM Boston

After a successful TSAM Boston 2023, we are thrilled to announce the return of TSAM Boston in 2024.

In 2024, TSAM Boston will once again gather leading asset management firms in Boston to discuss the latest challenges facing the buy-side community and the ever-evolving landscape of technology and regulations.

Addressing key topics including:

  • Investment Operations
  • Data & Technology
  • Marketing & Client Services
  • Risk & Performance
  • ESG

Advisory Board:

Our 2023 TSAM Boston Advisory Board helped us shape the agenda

Todd Juillerat

Senior Vice President
Northern Trust Asset Management

Brad Ursillo

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

Dominica Ribeiro

Chief Marketing and Distribution Officer
Breckinridge Capital Advisors

Ellen Lawrence

VP, Global Head of Marketing Services
PGIM Investments

Asha Mehta

Chief Investment Officer
Global Delta Capital

Chris Chung

Chief Financial Officer, Chief Compliance Officer

Robert Fernandez

Director, ESG Research
Breckinridge Capital Advisors

John Przygocki

Global Program Manager, Marketing
Franklin Templeton

Carina Diamond

Chief Growth Officer
Dakota Wealth Management

Eric Smith

Head of Investment Operations
Cascade Asset Management Company

Experience Our Live Events For Yourself


Content Streams


Expert Contributors


Engaging Sessions



Our Event Partners

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

To become a partner of TSAM

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