TSAM East Coast

18th November 2021


New York Hilton Midtown

TSAM East Coast: we’re back!

We are excited to welcome the buy-side community, in-person at TSAM East Coast in 2021.

On 18th November 2021, TSAM (The Summit for Asset Management) will bring together leading asset management firms to discuss the latest challenges facing the buy-side community, as well as the evolving technology and regulatory landscape.

In 2021 we pledge to provide a safe and open platform for innovative asset managers to share their experiences, and leading technology providers to showcase their expertise.

TSAM Consists of 5 Content Tracks:

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

2021 Speaker Snapshot

Our 2021 agenda boasts over 50 speakers from across the buy-side community

Jeffrey Himstreet

Vice President & Corporate Counsel

Deborah Lorenzen

Head of Strategy & Data Governance
State Street Global Advisors

Alex Shafran

SVP, Director of Performance, Head of Performance & Client Reporting
Cohen & Steers

Bhavin Dave

Executive Director
JP Morgan Chase & Co.

Michael Korby

Head of Market Data
Balyasny Asset Management

Cheryl Pipia

Head of Integrated Sales & Client Engagement
T. Rowe Price

Russ Grimaldi

Chief Compliance Officer & Associate General Counsel
Horizon Kinetics

Christopher Daur

Managing Director Americas, Head Client Coverage Group
Goldman Sachs

Patrice Trichon

Managing Director, Head of Marketing
1919 Investment Counsel

Evan Fire

Managing Principal, Chief Operating Officer
Pzena Investment Management

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 investment management, 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 back and middle 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